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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
DUOLDuolingo Inc
Recent Activity
New Position
1.14%
$1.949M
6,025 shares@ $323.44 avg price
QLDProshares Tr
Recent Activity
New Position
0.79%
$1.347M
12,270 shares@ $109.77 avg price
SSOProshares Tr
Recent Activity
New Position
0.78%
$1.334M
13,797 shares@ $96.72 avg price
HIGHSimplify Exchange Traded Fun
Recent Activity
New Position
0.77%
$1.311M
55,651 shares@ $23.56 avg price
QPXAdvisorshares Tr
Recent Activity
New Position
0.7%
$1.188M
32,768 shares@ $36.27 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.61%
$1.044M
4,875 shares@ $214.11 avg price
DSTLEtf Ser Solutions
Recent Activity
New Position
0.6%
$1.021M
17,677 shares@ $57.75 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.59%
$1.011M
42,381 shares@ $23.87 avg price
AGGHSimplify Exchange Traded Fun
Recent Activity
New Position
0.53%
$899,347
43,468 shares@ $20.69 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.52%
$887,488
2,996 shares@ $296.23 avg price