LEGACY WEALTH MANAGMENT, LLC/ID
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CFG | 1K | $62.04K |
 | GOOGL | 1K | $270.35K |
 | MSFT | 1K | $551.12K |
 | CRK | 1K | $20.17K |
 | TSLA | 937 | $416.70K |
 | CTXR | 930 | $1.15K |
 | USB | 882 | $42.63K |
 | PLTR | 833 | $151.94K |
 | INTC | 832 | $27.91K |
 | SILA | 828 | $20.78K |
 | ET | 800 | $13.73K |
 | FITB | 767 | $34.17K |
 | GOOG | 756 | $184.12K |
 | NOG | 751 | $18.63K |
 | OKE | 742 | $54.14K |
 | VZ | 726 | $31.91K |
 | BBAI | 721 | $4.70K |
 | UNH | 721 | $249.12K |
 | TWO | 700 | $6.91K |
 | TCPC | 700 | $4.34K |
Citizens Financial Group, Inc.
CFG
Shares Held
1K
Value
$62.04K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$270.35K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$551.12K
Comstock Resources, Inc.
CRK
Shares Held
1K
Value
$20.17K
Tesla, Inc.
TSLA
Shares Held
937
Value
$416.70K
Citius Pharmaceuticals, Inc.
CTXR
Shares Held
930
Value
$1.15K
U.S. Bancorp
USB
Shares Held
882
Value
$42.63K
Palantir Technologies Inc.
PLTR
Shares Held
833
Value
$151.94K
Intel Corporation
INTC
Shares Held
832
Value
$27.91K
Sila Realty Trust, Inc.
SILA
Shares Held
828
Value
$20.78K
Energy Transfer LP
ET
Shares Held
800
Value
$13.73K
Fifth Third Bancorp
FITB
Shares Held
767
Value
$34.17K
Alphabet Inc.
GOOG
Shares Held
756
Value
$184.12K
Northern Oil and Gas, Inc.
NOG
Shares Held
751
Value
$18.63K
ONEOK, Inc.
OKE
Shares Held
742
Value
$54.14K
Verizon Communications Inc.
VZ
Shares Held
726
Value
$31.91K
BigBear.ai Holdings, Inc.
BBAI
Shares Held
721
Value
$4.70K
UnitedHealth Group Incorporated
UNH
Shares Held
721
Value
$249.12K
Two Harbors Investment Corp.
TWO
Shares Held
700
Value
$6.91K
BlackRock TCP Capital Corp.
TCPC
Shares Held
700
Value
$4.34K