LEGACY WEALTH MANAGMENT, LLC/ID
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KRP | 4K | $59.42K |
 | LUMN | 4K | $26.16K |
 | AAPL | 4K | $1.02M |
 | SOFI | 4K | $97.81K |
 | PSEC | 4K | $10.01K |
 | SM | 3K | $85.52K |
 | NREF | 3K | $44.75K |
 | CTRA | 3K | $68.54K |
 | ICMB | 3K | $6.95K |
 | FUBO | 2K | $10.12K |
 | XOM | 2K | $264.05K |
 | ZIM | 2K | $31.16K |
 | CIVI | 2K | $65.52K |
 | BCE | 2K | $43.86K |
 | DVN | 2K | $62.32K |
 | RF | 2K | $42.32K |
 | SLDP | 2K | $5.21K |
 | INO | 1K | $3.17K |
 | NI | 1K | $54.04K |
 | T | 1K | $33.73K |
Kimbell Royalty Partners, LP
KRP
Shares Held
4K
Value
$59.42K
Lumen Technologies, Inc.
LUMN
Shares Held
4K
Value
$26.16K
Apple Inc.
AAPL
Shares Held
4K
Value
$1.02M
SoFi Technologies, Inc.
SOFI
Shares Held
4K
Value
$97.81K
Prospect Capital Corporation
PSEC
Shares Held
4K
Value
$10.01K
SM Energy Company
SM
Shares Held
3K
Value
$85.52K
NexPoint Real Estate Finance, Inc.
NREF
Shares Held
3K
Value
$44.75K
Coterra Energy Inc.
CTRA
Shares Held
3K
Value
$68.54K
Investcorp Credit Management BDC, Inc.
ICMB
Shares Held
3K
Value
$6.95K
fuboTV Inc.
FUBO
Shares Held
2K
Value
$10.12K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$264.05K
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
2K
Value
$31.16K
Civitas Resources, Inc.
CIVI
Shares Held
2K
Value
$65.52K
BCE Inc.
BCE
Shares Held
2K
Value
$43.86K
Devon Energy Corporation
DVN
Shares Held
2K
Value
$62.32K
Regions Financial Corporation
RF
Shares Held
2K
Value
$42.32K
Solid Power, Inc.
SLDP
Shares Held
2K
Value
$5.21K
Inovio Pharmaceuticals, Inc.
INO
Shares Held
1K
Value
$3.17K
NiSource Inc.
NI
Shares Held
1K
Value
$54.04K
AT&T Inc.
T
Shares Held
1K
Value
$33.73K