Legacy Wealth Managment, LLC/ID

Q2 2025 13F Holdings

  • Location
    boise, ID
  • Num holdings

    748

  • Value ($000)

    $192,146

  • Date Filed
    08/06/2025
  • Form type
    13F-HR
  • CIK
    0002045082
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BSGM
BSGM

BIOSIG TECHNOLOGIES INC

COM
09073N300
$48.83M
25 %

6,838,677

NEOV
NEOV

NEOVOLTA INC

COM
640655106
$15.07M
8 %

4,567,051

BITO
BITO

PROSHARES TR

BITCOIN ETF
74347G440
$10.99M
6 %

510,712

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$7.69M
4 %

83,849

UCON
UCON

FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI
33740F888
$6.89M
4 %

276,854

---

VOLATILITY SHS TR

2X ETHER ETF NEW
92864M798
$5.70M
3 %

100,763

ICSH
ICSH

ISHARES TR

ULTRA SHORT DUR
46434V878
$5.01M
3 %

98,888

HIGH
HIGH

SIMPLIFY EXCHANGE TRADED FUN

ENHANCED INM ETF
82889N632
$4.40M
2 %

181,762

ECC
ECC

EAGLE POINT CREDIT COMPANY I

COM
269808101
$3.89M
2 %

508,109

USG
USG

USCF ETF TR

GOLD STRATEGY
90290T866
$3.80M
2 %

109,347

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