Fund Holdings — Legacy Wealth Managment, LLC/ID

Total Portfolio Value
$188.97M
Total Bought
$85.54M
Total Sold
$38.15M
Net Transaction
+$47.39M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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BIOSIG TECHNOLOGIES INC(STEX)6,216,5086,838,677+622,1693,73748,82825.84%+45,091
NEOVOLTA INC(NEOV)3,622,2934,567,051+944,7587,86015,0717.98%+7,211
VOLATILITY SHS TR
2X ETHER ETF NEW
0100,763+100,76305,7033.02%+5,703
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
127,726276,854+149,1283,1616,8913.65%+3,730
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
2,74546,989+44,2441292,2111.17%+2,082
PROSHARES TR
PSHS ULTRA QQQ
72016,228+15,508641,9101.01%+1,846
PROSHARES TR
PSHS ULT S&P 500
8617,340+17,25471,6940.90%+1,687
PROSHARES TR
BITCOIN ETF
511,137510,712-4259,36410,9855.81%+1,621
CALAMOS ETF TR
BITC ST AL APRI
055,336+55,33601,4500.77%+1,450
FIRST TR EXCHANGE-TRADED FD541,600+41,59501,4220.75%+1,422
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
140,494181,762+41,2683,0824,4042.33%+1,322
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
DUOLINGO INC(DUOL)4,5004,50001,3971,8450.98%+448
ISHARES TR1154,491+4,376114460.24%+434
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
16,28622,284+5,9989721,3950.74%+423
FS KKR CAP CORP(FSK)147,695168,407+20,7123,0943,4941.85%+400
MICROSTRATEGY INC(MSTR)8,2246,811-1,4132,3712,7531.46%+382
PROSHARES TR II(AGQ)08,820+8,82003760.20%+376
ISHARES TR53,386+3,38103410.18%+341
VANGUARD WORLD FD8283,370+2,5421074420.23%+335
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
13,13519,157+6,0224517420.39%+291
NVIDIA CORPORATION(NVDA)5,1025,252+1505538300.44%+277
TIDAL TR II012,048+12,04802670.14%+267
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
5,3659,779+4,4143215850.31%+264
ISHARES TR1,6371,825+1889201,1330.60%+214
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
6,5308,202+1,6724116200.33%+209
FTAI INFRASTRUCTURE INC(FIP)033,091+33,09102040.11%+204
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
2,8463,747+9013225210.28%+199
ISHARES TR12,40614,398+1,9921,1831,3790.73%+196
APPLE INC(AAPL)3,3534,579+1,2267459390.50%+195
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
4,0455,433+1,3882764420.23%+166
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
3,6504,595+9452764410.23%+165
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
06,127+6,12701610.09%+161
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)4,0654,120+557739040.48%+130
VANGUARD TAX-MANAGED FDS162,153+2,13711230.06%+122
UNITEDHEALTH GROUP INC(UNH)84508+424441590.08%+115
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
28500+47211130.06%+113
TESLA INC(TSLA)1,0081,152+1442613660.19%+105
PROSHARES TR
ULTRAPRO QQQ
201,255+1,23511040.06%+103
FLEXSHARES TR
ULTR SHO INC FD
01,343+1,34301010.05%+101
MICROSOFT CORP(MSFT)1,1181,045-734205200.28%+100
FIRST TR EXCHANGE-TRADED FD
ENERGY INM PARTN
12,22816,274+4,0463194170.22%+99
ISHARES INC
CORE MSCI EMKT
4191,653+1,23423990.05%+77
INVESCO EXCH TRADED FD TR II5586+5810660.03%+66
PROSHARES TR
ULTRPRO S&P500
0700+7000640.03%+64
TRANE TECHNOLOGIES PLC(TT)62862802122750.15%+63
GRAYSCALE BITCOIN TRUST ETF(GBTC)1,8142,129+3151181810.10%+62
CANTOR EQUITY PARTNERS INC02,148+2,1480600.03%+60
BROADCOM INC(AVGO)501510+9841410.07%+57
JPMORGAN CHASE & CO.(JPM)242396+154591150.06%+56
CELESTICA INC(CLS)280494+21422770.04%+55
AMPLIFY ETF TR0953+9530540.03%+54
SPDR SERIES TRUST
ST STR P400MID
321,017+9852550.03%+54
CALAMOS ETF TR
RUSSE 2000 OCTOB
02,020+2,0200500.03%+50
ETF SER SOLUTIONS
DISTILLATE SMLMD
7,9689,232+1,2642513000.16%+49
PGIM ETF TR
PGIM ULTRA SH BD
0888+8880440.02%+44
META PLATFORMS INC(META)126158+32731170.06%+44
VANGUARD WORLD FD76276202352790.15%+44
ORACLE CORP(ORCL)4934930691080.06%+39
FIRST TR EXCHANGE-TRADED FD
STRUCTURED CR IN
01,713+1,7130350.02%+35
SPDR SERIES TRUST
ST STR P500ETF
300729+42920530.03%+33
ISHARES TR46546501681970.10%+30
HIGHLAND OPPS & INCOME FD55,270+5,2650270.01%+27
NEXPOINT DIVERSIFIED REL ET(NXDT)82,71782,004-7133173440.18%+27
ETF SER SOLUTIONS
DISTILLATE US
5,0245,407+3832732990.16%+27
COSTCO WHSL CORP NEW(COST)416423+73934190.22%+25
PALANTIR TECHNOLOGIES INC(PLTR)1,223932-2911031270.07%+24
TAIWAN SEMICONDUCTOR MFG LTD(TSM)431421-1072950.05%+24
PARKER-HANNIFIN CORP(PH)25225201531760.09%+23
SOFI TECHNOLOGIES INC(SOFI)3,2443,324+8038610.03%+23
BLACKROCK HEALTH SCIENCES TE(BME)01,522+1,5220220.01%+22
DARDEN RESTAURANTS INC(DRI)094+940200.01%+20
ALPHABET INC(GOOG)90690601421610.09%+19
SPDR GOLD TR(GLD)136190+5439580.03%+19
INTERNATIONAL BUSINESS MACHS(IBM)99147+4825430.02%+19
SPDR INDEX SHS FDS
ST STR PO EX ETF
5,1825,088-941892060.11%+17
EATON CORP PLC(ETN)264249-1572890.05%+17
DBX ETF TR
XTRACKERS RREEF
0601+6010150.01%+15
DIREXION SHS ETF TR
DAILY 500 2X ETF
461482+2161750.04%+14
QUANTA SVCS INC9599+424370.02%+13
NEOVOLTA INC(NEOV)14,59618,139+3,54313260.01%+13
INTUIT(INTU)118108-1072850.05%+13
AMERICAN CENTY ETF TR0158+1580130.01%+13
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
162384+2228190.01%+11
INTEL CORP(INTC)13505+4920110.01%+11
CIVITAS RESOURCES INC1,1971,915+71842530.03%+11
ALPHABET INC(GOOG)940884-561451560.08%+10
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Legacy Wealth Managment, LLC/ID — 13F Holdings — Q2 2025 | TickerTrail