LEGACY WEALTH MANAGMENT, LLC/ID
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEOV | 5.67M | $17.23M |
 | ECC | 563K | $3.24M |
 | CION | 215K | $2.08M |
 | FSK | 207K | $3.06M |
 | MSIF | 134K | $1.77M |
 | PRPL | 44K | $30.12K |
 | VNOM | 42K | $1.63M |
 | FIP | 33K | $152.55K |
 | ORCL | 23K | $4.51M |
 | DEA | 20K | $419.56K |
 | CRGY | 15K | $126.68K |
 | REAX | 12K | $43.25K |
 | PR | 8K | $115.54K |
 | FLNG | 8K | $194.24K |
 | NVDA | 7K | $1.31M |
 | WEC | 7K | $705.84K |
 | AMZN | 6K | $1.35M |
 | AAPL | 5K | $1.49M |
 | BP | 5K | $173.86K |
 | OXLC | 5K | $72.76K |
NeoVolta Inc.
NEOV
Shares Held
5.67M
Value
$17.23M
Eagle Point Credit Company Inc.
ECC
Shares Held
563K
Value
$3.24M
CION Investment Corporation
CION
Shares Held
215K
Value
$2.08M
FS KKR Capital Corp.
FSK
Shares Held
207K
Value
$3.06M
MSC Income Fund, Inc.
MSIF
Shares Held
134K
Value
$1.77M
Purple Innovation, Inc.
PRPL
Shares Held
44K
Value
$30.12K
Viper Energy, Inc.
VNOM
Shares Held
42K
Value
$1.63M
FTAI Infrastructure Inc.
FIP
Shares Held
33K
Value
$152.55K
Oracle Corporation
ORCL
Shares Held
23K
Value
$4.51M
Easterly Government Properties, Inc.
DEA
Shares Held
20K
Value
$419.56K
Crescent Energy Company
CRGY
Shares Held
15K
Value
$126.68K
The Real Brokerage Inc.
REAX
Shares Held
12K
Value
$43.25K
Permian Resources Corporation
PR
Shares Held
8K
Value
$115.54K
FLEX LNG Ltd.
FLNG
Shares Held
8K
Value
$194.24K
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.31M
WEC Energy Group, Inc.
WEC
Shares Held
7K
Value
$705.84K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.35M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.49M
BP p.l.c.
BP
Shares Held
5K
Value
$173.86K
Oxford Lane Capital Corp.
OXLC
Shares Held
5K
Value
$72.76K