LEGACY WEALTH MANAGMENT, LLC/ID
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEOV | 5.50M | $24.53M |
 | ECC | 854K | $5.64M |
 | CION | 361K | $3.42M |
 | FSK | 287K | $4.29M |
 | MSIF | 141K | $1.85M |
 | VNOM | 86K | $3.28M |
 | PRPL | 44K | $40.75K |
 | FIP | 33K | $144.28K |
 | DEA | 24K | $540.74K |
 | ORCL | 23K | $6.52M |
 | CRGY | 17K | $151.74K |
 | REAX | 12K | $49.53K |
 | PR | 9K | $120.09K |
 | FLNG | 9K | $229.45K |
 | MSTR | 7K | $2.41M |
 | NVDA | 5K | $1.01M |
 | BP | 5K | $171.34K |
 | APA | 5K | $112.34K |
 | DUOL | 5K | $1.45M |
 | AMZN | 4K | $976.43K |
NeoVolta Inc.
NEOV
Shares Held
5.50M
Value
$24.53M
Eagle Point Credit Company Inc.
ECC
Shares Held
854K
Value
$5.64M
CION Investment Corporation
CION
Shares Held
361K
Value
$3.42M
FS KKR Capital Corp.
FSK
Shares Held
287K
Value
$4.29M
MSC Income Fund, Inc.
MSIF
Shares Held
141K
Value
$1.85M
Viper Energy, Inc.
VNOM
Shares Held
86K
Value
$3.28M
Purple Innovation, Inc.
PRPL
Shares Held
44K
Value
$40.75K
FTAI Infrastructure Inc.
FIP
Shares Held
33K
Value
$144.28K
Easterly Government Properties, Inc.
DEA
Shares Held
24K
Value
$540.74K
Oracle Corporation
ORCL
Shares Held
23K
Value
$6.52M
Crescent Energy Company
CRGY
Shares Held
17K
Value
$151.74K
The Real Brokerage Inc.
REAX
Shares Held
12K
Value
$49.53K
Permian Resources Corporation
PR
Shares Held
9K
Value
$120.09K
FLEX LNG Ltd.
FLNG
Shares Held
9K
Value
$229.45K
Strategy Inc
MSTR
Shares Held
7K
Value
$2.41M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$1.01M
BP p.l.c.
BP
Shares Held
5K
Value
$171.34K
APA Corporation
APA
Shares Held
5K
Value
$112.34K
Duolingo, Inc.
DUOL
Shares Held
5K
Value
$1.45M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$976.43K