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Cathy Simmons

@Legacy Wealth Management, Inc

Latest period2024 - Q4ReportedManaged Assets$1.558BTotal holdings42
Assets growth rate0.95%Assets growth rate (2-Q avg)6.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Management, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.558B in assets, with a quarterly growth rate of 0.95% and a 2-quarter average growth rate of 6.32%. The portfolio is managed by Cathy Simmons, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Tr
Recent Activity
Increased 1.94%
19.41%
$302.332M
513,576 shares@ $588.68 avg price
IWB
Ishares Tr
Recent Activity
Decreased -0.49%
16.09%
$250.544M
777,699 shares@ $322.17 avg price
SCHK
Schwab Strategic Tr
Recent Activity
Increased 94.02%
12.67%
$197.34M
6.971M shares@ $28.31 avg price
JCPB
J P Morgan Exchange Traded F
Recent Activity
Increased 5.38%
9.41%
$146.57M
3.181M shares@ $46.08 avg price
FBND
Fidelity Merrimack Str Tr
Recent Activity
Increased 4.89%
8.88%
$138.239M
3.081M shares@ $44.88 avg price
SCHM
Schwab Strategic Tr
Recent Activity
Increased 203.94%
7.44%
$115.828M
4.18M shares@ $27.72 avg price
IJH
Ishares Tr
Recent Activity
Decreased -3.45%
5.45%
$84.777M
1.361M shares@ $62.31 avg price
JPST
J P Morgan Exchange Traded F
Recent Activity
Increased 4.57%
4.68%
$72.769M
1.445M shares@ $50.37 avg price
IJR
Ishares Tr
Recent Activity
Increased 2.18%
3.61%
$56.227M
487,995 shares@ $115.23 avg price
SCHX
Schwab Strategic Tr
Recent Activity
Increased 188.46%
3.34%
$51.961M
2.242M shares@ $23.19 avg price

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