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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
DEAEasterly Govt Pptys Inc
Recent Activity
New Position
0.5%
$856,034
65,396 shares@ $13.1 avg price
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.49%
$828,973
32,496 shares@ $25.52 avg price
BUCKSimplify Exchange Traded Fun
Recent Activity
New Position
0.47%
$789,477
32,053 shares@ $24.64 avg price
AAPLApple Inc
Recent Activity
New Position
0.44%
$749,650
3,330 shares@ $225.13 avg price
JSCPJ P Morgan Exchange Traded F
Recent Activity
New Position
0.43%
$728,615
15,582 shares@ $46.77 avg price
DSMCEtf Ser Solutions
Recent Activity
New Position
0.4%
$684,167
18,476 shares@ $37.04 avg price
QISSimplify Exchange Traded Fun
Recent Activity
New Position
0.4%
$673,203
27,681 shares@ $24.33 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.36%
$611,219
19,534 shares@ $31.3 avg price
NXDTNexpoint Diversified Rel Et
Recent Activity
New Position
0.34%
$573,628
99,072 shares@ $5.8 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.34%
$567,677↑ Call
3,881 shares@ $146.28 avg price