Instuitional Investor - Legacy Wealth Managment, Llc
Fund Profile
Filing Period:
| Fund Name: | Legacy Wealth Managment, Llc |
| Portfolio Value | $141,507,745 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DVN | 305,912 | $11,441,108 | 8.09% | |
| 2. | Spdr Ser Tr | 115,746 | $10,617,381 | 7.5% | |
| 3. | Proshares Tr - BITCOIN ETF | 511,137 | $9,364,032 | 6.62% | |
| 4. | Ishares Tr - ULTRA SHORT-TERM | 163,974 | $8,313,468 | 5.87% | |
| 5. | Neovolta Inc | 3,622,293 | $7,860,377 | 5.55% |
