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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
NEOVNeovolta Inc
Recent Activity
New Position
10.39%
$17.807M
3.485M shares@ $5.12 avg price
BITOProshares Tr
Recent Activity
New Position
8.28%
$14.186M
586,459 shares@ $24.19 avg price
BILSpdr Ser Tr
Recent Activity
New Position
7.04%
$12.065M
131,716 shares@ $91.61 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
New Position
6.35%
$10.885M
108,872 shares@ $99.99 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
New Position
6.18%
$10.595M
483,144 shares@ $21.94 avg price
EETHProshares Tr
Recent Activity
New Position
5.12%
$8.777M
137,937 shares@ $63.63 avg price
DVNDevon Energy Corp New
Recent Activity
New Position
4.67%
$8.002M
204,612 shares@ $39.12 avg price
FSKFs Kkr Cap Corp
Recent Activity
New Position
4.57%
$7.83M
370,202 shares@ $21.16 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
4.33%
$7.412M↓ Put
12,411 shares@ $597.2 avg price
ICSHIshares Tr
Recent Activity
New Position
3.25%
$5.574M
110,326 shares@ $50.53 avg price