Fund HoldingsLegacy Wealth Managment, LLC/ID

Total Portfolio Value
$188.97M
Total Bought
$92.47M
Total Sold
$46.36M
Net Transaction
+$46.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BIOSIG TECHNOLOGIES INC6,216,5086,838,677+622,1693,73748,82825.84%+45,091
NEOVOLTA INC04,567,051+4,567,051015,0717.98%+15,071
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0276,854+276,85406,8913.65%+6,891
VOLATILITY SHS TR
2X ETHER ETF NEW
0100,763+100,76305,7033.02%+5,703
ISHARES TR
ULTRA SHORT DUR
098,888+98,88805,0152.65%+5,015
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
046,989+46,98902,2111.17%+2,211
PROSHARES TR
PSHS ULTRA QQQ
016,228+16,22801,9101.01%+1,910
PROSHARES TR
PSHS ULT S&P 500
017,340+17,34001,6940.90%+1,694
PROSHARES TR
BITCOIN ETF
0510,712+510,712010,9855.81%+10,985
CALAMOS ETF TR
BITC ST AL APRI
055,336+55,33601,4500.77%+1,450
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
0181,762+181,76204,4042.33%+4,404
USCF ETF TR
GOLD STRATEGY
74,528109,347+34,8192,5603,8032.01%+1,243
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
76,593106,530+29,9371,9112,8291.50%+918
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
51,27071,427+20,1571,5312,3711.25%+840
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
49,82168,328+18,5071,4792,1731.15%+694
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
56,97380,030+23,0571,2791,8861.00%+607
EASTERLY GOVT PPTYS INC(DEA)020,944+20,94404650.25%+465
FIRST TR EXCHANGE-TRADED FD041,600+41,60001,4220.75%+1,422
DUOLINGO INC(DUOL)04,500+4,50001,8450.98%+1,845
ISHARES TR1154,491+4,376114460.24%+434
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
022,284+22,28401,3950.74%+1,395
FS KKR CAP CORP(FSK)0168,407+168,40703,4941.85%+3,494
MICROSTRATEGY INC(MSTR)06,811+6,81102,7531.46%+2,753
PROSHARES TR II(AGQ)08,820+8,82003760.20%+376
VANGUARD WORLD FD03,370+3,37004420.23%+442
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
17,60821,715+4,1071,0311,3620.72%+332
WISDOMTREE TR(WT)12,00614,987+2,9819591,2550.66%+296
ADVISORSHARES TR
Q DYNAMIC GROWTH
019,157+19,15707420.39%+742
NVIDIA CORPORATION(NVDA)05,252+5,25208300.44%+830
TIDAL TR II012,048+12,04802670.14%+267
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
09,779+9,77905850.31%+585
ISHARES TR1,6371,825+1889201,1330.60%+214
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
08,202+8,20206200.33%+620
FTAI INFRASTRUCTURE INC033,091+33,09102040.11%+204
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
03,747+3,74705210.28%+521
ISHARES TR12,40614,398+1,9921,1831,3790.73%+196
APPLE INC(AAPL)04,579+4,57909390.50%+939
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
20,63127,523+6,8924896800.36%+191
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
21,34228,653+7,3114676550.35%+188
INVESCO QQQ TR0341+34101880.10%+188
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
05,433+5,43304420.23%+442
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
04,595+4,59504410.23%+441
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
06,127+6,12701610.09%+161
ISHARES TR1,8563,386+1,5301873410.18%+154
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
38,65241,462+2,8102,0692,2221.18%+153
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
8,71312,023+3,3104405900.31%+150
CALAMOS ETF TR
CALAMOS BIT 90 S
05,551+5,55101470.08%+147
AMAZON COM INC(AMZN)04,120+4,12009040.48%+904
VANGUARD TAX-MANAGED FDS02,153+2,15301230.06%+123
UNITEDHEALTH GROUP INC(UNH)0508+50801590.08%+159
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0500+50001130.06%+113
TESLA INC(TSLA)01,152+1,15203660.19%+366
PROSHARES TR
ULTRAPRO QQQ
01,255+1,25501040.06%+104
FLEXSHARES TR
ULTR SHO INC FD
01,343+1,34301010.05%+101
MICROSOFT CORP(MSFT)01,045+1,04505200.28%+520
FIRST TR EXCHANGE-TRADED FD
ENERGY INM PARTN
12,22816,274+4,0463194170.22%+99
ISHARES INC
CORE MSCI EMKT
01,653+1,6530990.05%+99
PROSHARES TR
ULTRPRO S&P500
0700+7000640.03%+64
TRANE TECHNOLOGIES PLC(TT)62862802122750.15%+63
GRAYSCALE BITCOIN TRUST ETF(GBTC)02,129+2,12901810.10%+181
CANTOR EQUITY PARTNERS INC02,148+2,1480600.03%+60
BROADCOM INC(AVGO)0510+51001410.07%+141
JPMORGAN CHASE & CO.(JPM)0396+39601150.06%+115
CELESTICA INC(CLS)280494+21422770.04%+55
AMPLIFY ETF TR0953+9530540.03%+54
SPDR SERIES TRUST
ST STR P400MID
01,017+1,0170550.03%+55
CALAMOS ETF TR
RUSSE 2000 OCTOB
02,020+2,0200500.03%+50
ETF SER SOLUTIONS
DISTILLATE SMLMD
09,232+9,23203000.16%+300
PGIM ETF TR
PGIM ULTRA SH BD
0888+8880440.02%+44
META PLATFORMS INC(META)0158+15801170.06%+117
VANGUARD WORLD FD0762+76202790.15%+279
ORACLE CORP(ORCL)0493+49301080.06%+108
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
01,713+1,7130350.02%+35
SPDR SERIES TRUST
ST STR P500ETF
0729+7290530.03%+53
ISHARES TR0465+46501970.10%+197
NEXPOINT DIVERSIFIED REL ET082,004+82,00403440.18%+344
ETF SER SOLUTIONS
DISTILLATE US
05,407+5,40702990.16%+299
COSTCO WHSL CORP NEW(COST)0423+42304190.22%+419
PALANTIR TECHNOLOGIES INC(PLTR)1,223932-2911031270.07%+24
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0421+4210950.05%+95
PARKER-HANNIFIN CORP(PH)0252+25201760.09%+176
SOFI TECHNOLOGIES INC(SOFI)03,324+3,3240610.03%+61
US BANCORP DEL(USB)(Call)000023+23
BLACKROCK HEALTH SCIENCES TE01,522+1,5220220.01%+22
DARDEN RESTAURANTS INC(DRI)094+940200.01%+20
ALPHABET INC(GOOG)0906+90601610.09%+161
SPDR GOLD TR(GLD)136190+5439580.03%+19
INTERNATIONAL BUSINESS MACHS(IBM)0147+1470430.02%+43
SPDR INDEX SHS FDS
ST STR PO EX ETF
5,1825,088-941892060.11%+17
EATON CORP PLC(ETN)0249+2490890.05%+89
DBX ETF TR
XTRACKERS RREEF
0601+6010150.01%+15
FIDELITY NATIONAL FINANCIAL(FNF)0271+2710150.01%+15
DIREXION SHS ETF TR
DAILY 500 2X ETF
0482+4820750.04%+75
QUANTA SVCS INC099+990370.02%+37
NEOVOLTA INC018,139+18,1390260.01%+26
INTUIT(INTU)0108+1080850.05%+85
AMERICAN CENTY ETF TR0158+1580130.01%+13
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0384+3840190.01%+19
INTEL CORP(INTC)0505+5050110.01%+11
CIVITAS RESOURCES INC01,915+1,9150530.03%+53
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