Legacy Wealth Management (Tennessee) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$12.9M |
| 2 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$3.77M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.56M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.61M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$796K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 ETF
IWB
|
+$9.25M |
| 2 |
Schwab 1000 Index ETF
SCHK
|
+$6.7M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$786K |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$753K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$742K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.09% |
| 2 | Communication Services | 0.03% |
| 3 | Utilities | 0.02% |
| 4 | Consumer Staples | 0.01% |
| 5 | Consumer Discretionary | 0% |
Similar funds
Legacy Wealth Management (Tennessee)'s Q2 2025 Portfolio in Review
As of Q2 2025, Legacy Wealth Management (Tennessee) held 43 positions worth $1.61B, up 7.1% from $1.5B the previous quarter. Its ten largest holdings account for 91% of the portfolio.
Legacy Wealth Management (Tennessee)'s Q2 2025 filing shows 3 new, 13 increased, 11 reduced and 12 closed positions. Its largest new stake was Vanguard Morningstar Growth ETF: 9,228 shares worth $674K. The largest sale was iShares Russell 1000 ETF, an estimated $9.25M.
By sector, the portfolio is most concentrated in Technology at 0.09% of assets, down from 0.12% a quarter earlier, followed by Communication Services and Utilities.
- Legacy Wealth Management (Tennessee)'s largest Q2 2025 buy was Vanguard Morningstar Growth ETF: 9,228 shares worth $674K.
- Legacy Wealth Management (Tennessee) added most to iShares Core S&P 500 ETF in Q2 2025, an estimated $12.9M increase.
- Legacy Wealth Management (Tennessee)'s biggest Q2 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $9.25M.
- Legacy Wealth Management (Tennessee) fully exited State Street Financial Select Sector SPDR ETF in Q2 2025, selling an estimated $786K.
- Legacy Wealth Management (Tennessee)'s ten largest holdings make up 91% of its $1.61B portfolio in Q2 2025.
- Legacy Wealth Management (Tennessee) opened 3 new positions and closed 12 in Q2 2025.
- Legacy Wealth Management (Tennessee)'s portfolio value rose 7.1% quarter-over-quarter to $1.61B.
Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.