Legacy Wealth Management, Inc

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 12, 2024
Value $
$1.38B
Signature - Title
Cathy Simmons - Chief Compliance Officer
Location
1715 Aaron Brenner Drive, Suite 301, Memphis, TN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 23 $1.38B +$18.6M -$6.76M +$11.9M IVV, IWB, SCHK, FBND, JCPB 13F-HR 7/12/2024, 03:05 PM
Q1 2024 25 $1.36B +$347M -$260M +$86.2M IVV, IWB, SCHK, FBND, JCPB 13F-HR 4/12/2024, 02:16 PM
Q4 2023 22 $1.26B +$14.4M -$8.21M +$6.2M SCHK, IWB, FBND, JCPB, SCHM 13F-HR 1/23/2024, 02:03 PM
Q3 2023 19 $1.14B +$127M -$125M +$1.94M SCHK, IWB, FBND, JCPB, SCHM 13F-HR 10/24/2023, 09:30 PM
Q2 2023 19 $1.18B +$10.9M -$4.08M +$6.86M SCHK, IWB, JPST, JCPB, SCHM 13F-HR 7/17/2023, 09:48 PM
Q1 2023 19 $1.12B +$77.5M -$52M +$25.6M SCHK, IWB, JPST, JCPB, SCHM 13F-HR 4/11/2023, 03:25 PM
Q4 2022 19 $1.05B +$74.8M -$44.6M +$30.2M SCHK, JPST, IWB, SCHM, IJH 13F-HR 1/17/2023, 09:37 PM
Q3 2022 19 $963M +$264M -$87.2M +$176M SCHK, JPST, IWB, SCHM, IJH 13F-HR 10/11/2022, 08:03 PM
Q2 2022 19 $818M +$150M -$26.7M +$123M SCHK, IWB, SCHM, SCHG, JPST 13F-HR 7/22/2022, 04:11 PM
Q1 2022 16 $838M +$101M -$16.9M +$83.7M IWB, SCHK, SCHG, SCHM, IJH 13F-HR 4/27/2022, 05:16 PM
Q4 2021 19 $872M +$18.4M -$8.8M +$9.57M IWB, SCHK, SCHG, SCHM, IJH 13F-HR 1/18/2022, 06:46 PM
Q3 2021 17 $797M +$12.2M -$6.76M +$5.4M IWB, SCHK, SCHG, SCHM, IJH 13F-HR 10/15/2021, 03:53 PM
Q2 2021 16 $797M +$4.69M -$11.5M -$6.81M IWB, SCHK, SCHG, SCHM, IJH 13F-HR 7/13/2021, 08:41 PM
Q1 2021 15 $749M +$3.45M -$61.4M -$58M IWB, SCHK, IJH, SCHG, SCHM 13F-HR 4/20/2021, 03:13 PM
Q4 2020 13 $753M +$2.27M -$12.5M -$10.2M IWB, SCHK, SCHG, IJH, SCHM 13F-HR 1/29/2021, 11:23 AM
Q3 2020 13 $654M +$874K -$8.17M -$7.3M IWB, SCHK, SCHG, IJH, SCHM 13F-HR 10/14/2020, 12:17 PM
Q2 2020 13 $612M +$71.2M -$133M -$61.6M IWB, SCHK, IJH, SCHG, SCHM 13F-HR 7/27/2020, 05:34 PM
Q1 2020 11 $551M +$72.7M -$19M +$53.7M SCHK, IWB, IJH, SCHM, SCHA 13F-HR 4/9/2020, 09:23 AM
Q4 2019 13 $659M +$5.48M -$4.9M +$575K IWB, SCHK, IJH, SCHM, IJR 13F-HR 1/30/2020, 12:04 PM
Q3 2019 12 $611M +$56.5M -$2.36M +$54.1M IWB, SCHK, IJH, SCHM, IJR 13F-HR 10/9/2019, 03:55 PM
Q2 2019 12 $555M +$27.4M -$2.55M +$24.8M IWB, SCHK, IJH, SCHM, IJR 13F-HR 7/16/2019, 07:46 PM
Q1 2019 11 $514M +$64.1M -$63.1M +$1.03M IWB, SCHK, IJH, SCHM, IJR 13F-HR 4/22/2019, 04:53 PM
Q4 2018 18 $455M +$57.7M -$23.5M +$34.2M IWB, SCHK, IJH, SCHM, IJR 13F-HR 2/5/2019, 05:40 PM
Q3 2018 12 $499M +$67.9M -$18.8M +$49.1M IWB, SCHK, IJH, SCHM, IJR 13F-HR 10/10/2018, 05:06 PM
Q2 2018 13 $426M +$15.9M -$13.4M +$2.47M IWB, SCHK, IJH, SCHM, IWM 13F-HR 7/16/2018, 01:24 PM
Q1 2018 13 $408M +$58.3M -$61.7M -$3.39M IWB, IJH, SCHK, SCHM, IWM 13F-HR 4/20/2018, 08:17 AM
Q4 2017 11 $416M +$4.13M -$4.84M -$712K IWB, IJH, SCHM, IWM, VTI 13F-HR 1/18/2018, 01:16 PM
Q3 2017 10 $393M +$1.03M -$36.3M -$35.3M IWB, IJH, SCHM, IWM, VTI 13F-HR 10/12/2017, 10:07 AM
Q2 2017 10 $414M +$5.19M -$1.69K +$5.19M IWB, IJH, SCHM, IWM, VTI 13F-HR 7/25/2017, 08:37 AM
Q1 2017 10 $398M +$3.07M -$3.32M -$249K IWB, IJH, SCHM, IWM, VTI 13F-HR 4/18/2017, 08:57 PM
Q4 2016 79 $381M +$2.89M -$5.14M -$2.26M IWB, IJH, SCHM, IWM, VTI 13F-HR 2/3/2017, 07:15 PM
Q3 2016 12 $367M +$25.2M -$8.81M +$16.4M IWB, IJH, SCHM, IWM, VTI 13F-HR 10/18/2016, 09:48 AM
Q2 2016 9 $338M +$1.19M -$4.8M -$3.61M IWB, IJH, SCHM, IWM, VTI 13F-HR 8/4/2016, 03:41 PM
Q1 2016 7 $333M +$13.1M -$40.3M -$27.2M IWB, IJH, SCHM, IWM, VTI 13F-HR 5/4/2016, 07:20 PM
Q4 2015 11 $356M +$82.4M $0 +$82.4M IWB, IJH, SCHM, IWM, EFA 13F-HR 2/8/2016, 06:36 PM
Q3 2015 7 $262M +$38.6M -$382K +$38.3M IWB, IJH, SCHM, IWM, SPY 13F-HR 11/5/2015, 08:55 PM
Q2 2015 7 $244M +$4.31M -$821K +$3.49M IWB, IJH, IWM, SCHM, VTI 13F-HR 7/17/2015, 05:17 PM
Q1 2015 7 $241M +$2.76M -$45.5M -$42.8M IWB, IWM, IJH, SCHM, VTI 13F-HR 4/9/2015, 08:37 PM
Q4 2014 8 $279M +$71.6M -$5.54M +$66.1M IWB, IXUS, IWM, IJH, SCHM 13F-HR 1/23/2015, 09:13 PM
Q3 2014 6 $206M +$247K -$2.25M -$2M IWB, IXUS, IWM, VTI, SPY 13F-HR 10/24/2014, 06:13 PM
Q2 2014 5 $213M +$33K -$2.26M -$2.23M IWB, IXUS, IWM, VTI, SPY 13F-HR 7/28/2014, 03:46 PM
Q1 2014 5 $206M +$59.5M -$52.5M +$7.01M IWB, IXUS, IWM, VTI, SPY 13F-HR 4/29/2014, 06:23 PM
Q4 2013 7 $197M $0 $0 IWB, HDV, IWM, VWO, IXUS 13F-HR 1/28/2014, 06:49 PM