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Jefferson H. West

@Legacy Wealth Managment, Llc Id

Latest period2024 - Q3ReportedManaged Assets$171.503MTotal holdings698
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Managment, Llc Id's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 698 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Managment, Llc Id over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 171.503M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Jefferson H. West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSYInvesco Actively Managed Exc
Recent Activity
New Position
2.8%
$4.792M
95,465 shares@ $50.2 avg price
USGUscf Etf Tr
Recent Activity
New Position
2.26%
$3.866M
133,838 shares@ $28.89 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
New Position
2.23%
$3.821M
83,645 shares@ $45.69 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
2.15%
$3.672M
148,713 shares@ $24.7 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
New Position
2.05%
$3.504M
75,391 shares@ $46.48 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.63%
$2.786M
60,087 shares@ $46.38 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
1.48%
$2.534M
49,865 shares@ $50.82 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
1.23%
$2.1M
33,420 shares@ $62.85 avg price
SHVIshares Tr
Recent Activity
New Position
1.21%
$2.071M
18,780 shares@ $110.29 avg price
FLRTPacer Fds Tr
Recent Activity
New Position
1.16%
$1.976M
41,380 shares@ $47.76 avg price