LEGACY WEALTH MANAGMENT, LLC/ID
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VLO | 93 | $15.84K |
 | TTD | 92 | $4.51K |
 | PG | 91 | $13.98K |
 | HD | 89 | $36.07K |
 | ARCC | 89 | $1.82K |
 | JXN | 88 | $8.91K |
 | UPS | 88 | $7.35K |
 | LMT | 88 | $43.93K |
 | PEP | 86 | $12.08K |
 | ASML | 81 | $78.42K |
 | BROS | 80 | $4.19K |
 | DXYZ | 80 | $1.70K |
 | PANW | 79 | $16.09K |
 | HRB | 79 | $4.00K |
 | AEP | 77 | $8.66K |
 | STX | 75 | $17.70K |
 | KBH | 74 | $4.71K |
 | CRM | 74 | $17.54K |
 | SLVM | 74 | $3.27K |
 | PFG | 72 | $5.97K |
Valero Energy Corporation
VLO
Shares Held
93
Value
$15.84K
The Trade Desk, Inc.
TTD
Shares Held
92
Value
$4.51K
The Procter & Gamble Company
PG
Shares Held
91
Value
$13.98K
The Home Depot, Inc.
HD
Shares Held
89
Value
$36.07K
Ares Capital Corporation
ARCC
Shares Held
89
Value
$1.82K
Jackson Financial Inc.
JXN
Shares Held
88
Value
$8.91K
United Parcel Service, Inc.
UPS
Shares Held
88
Value
$7.35K
Lockheed Martin Corporation
LMT
Shares Held
88
Value
$43.93K
PepsiCo, Inc.
PEP
Shares Held
86
Value
$12.08K
ASML Holding N.V.
ASML
Shares Held
81
Value
$78.42K
Dutch Bros Inc.
BROS
Shares Held
80
Value
$4.19K
Destiny Tech100 Inc.
DXYZ
Shares Held
80
Value
$1.70K
Palo Alto Networks, Inc.
PANW
Shares Held
79
Value
$16.09K
H&R Block, Inc.
HRB
Shares Held
79
Value
$4.00K
American Electric Power Company, Inc.
AEP
Shares Held
77
Value
$8.66K
Seagate Technology Holdings plc
STX
Shares Held
75
Value
$17.70K
KB Home
KBH
Shares Held
74
Value
$4.71K
Salesforce, Inc.
CRM
Shares Held
74
Value
$17.54K
Sylvamo Corporation
SLVM
Shares Held
74
Value
$3.27K
Principal Financial Group, Inc.
PFG
Shares Held
72
Value
$5.97K