Legacy Wealth Managment, LLC/ID
Q1 2025 13F Holdings
- Locationboise, ID
- Num holdings
820
- Value ($000)
$141,508
- Date Filed05/16/2025
- Form type13F-HR
- CIK0002045082
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DVN DEVON ENERGY CORP NEW | COM | 25179M103 | $11.44M | 8 % | 305,912 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $10.62M | 8 % | 115,746 | ||
BITO PROSHARES TR | BITCOIN ETF | 74347G440 | $9.36M | 7 % | 511,137 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $8.31M | 6 % | 163,974 | ||
NEOV NEOVOLTA INC | COM | 640655106 | $7.86M | 6 % | 3,622,293 | ||
ECC EAGLE POINT CREDIT COMPANY I | COM | 269808101 | $6.56M | 5 % | 809,284 | ||
SVOL SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 82889N863 | $4.23M | 3 % | 232,920 | ||
BSGM BIOSIG TECHNOLOGIES INC | COM | 09073N300 | $3.74M | 3 % | 6,216,508 | ||
SPY SPDR S&P 500 ETF TR | PUT | 78462F103 | $3.58M | 3 % | 6,400 | put | |
GBIL GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | $3.45M | 2 % | 34,474 |
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