Legacy Wealth Management, LLC / MS
Latest statistics and disclosures from Legacy Wealth Management, LLC / MS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SPY, AAPL, MSFT, SPLG, and represent 53.34% of Legacy Wealth Management, LLC / MS's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$8.3M), SPY, SPLG, MSFT, AAPL, VTI, GOOGL, WMT, RTX, V.
- Started 8 new stock positions in JNJ, BSCW, IWM, BSCV, WBD, IWB, TSLA, QQQ.
- Reduced shares in these 9 stocks: COP, UNH, ZTS, HON, IEX, PANW, FI, , MTDR.
- Sold out of its positions in FI, SPSB.
- Legacy Wealth Management, LLC / MS was a net buyer of stock by $36M.
- Legacy Wealth Management, LLC / MS has $375M in assets under management (AUM), dropping by 12.74%.
- Central Index Key (CIK): 0002047443
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Portfolio Holdings for Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS holds 100 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.2 | $68M | +13% | 365k | 186.50 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.8 | $63M | +6% | 92k | 681.92 |
|
| Apple (AAPL) | 8.0 | $30M | +9% | 110k | 271.86 |
|
| Microsoft Corporation (MSFT) | 6.7 | $25M | +12% | 52k | 483.62 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 3.7 | $14M | +26% | 174k | 80.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $13M | +13% | 42k | 313.00 |
|
| Wal-Mart Stores (WMT) | 2.4 | $8.8M | +14% | 79k | 111.41 |
|
| Amazon (AMZN) | 1.9 | $7.3M | +9% | 32k | 230.82 |
|
| Visa Com Cl A (V) | 1.9 | $7.2M | +14% | 21k | 350.71 |
|
| Palo Alto Networks (PANW) | 1.8 | $6.9M | -7% | 38k | 184.20 |
|
| Raytheon Technologies Corp (RTX) | 1.8 | $6.7M | +16% | 37k | 183.40 |
|
| Palantir Technologies Cl A (PLTR) | 1.6 | $6.1M | 35k | 177.75 |
|
|
| TJX Companies (TJX) | 1.5 | $5.8M | +14% | 38k | 153.61 |
|
| Boston Scientific Corporation (BSX) | 1.3 | $4.7M | +15% | 50k | 95.35 |
|
| Thermo Fisher Scientific (TMO) | 1.3 | $4.7M | +13% | 8.1k | 579.45 |
|
| Iqvia Holdings (IQV) | 1.2 | $4.7M | +8% | 21k | 225.41 |
|
| Chubb (CB) | 1.2 | $4.6M | +15% | 15k | 312.12 |
|
| Bank of America Corporation (BAC) | 1.1 | $4.2M | +17% | 77k | 55.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $4.1M | +145% | 12k | 335.27 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $4.0M | +15% | 13k | 322.22 |
|
| L3harris Technologies (LHX) | 1.0 | $3.9M | +16% | 13k | 293.58 |
|
| Danaher Corporation (DHR) | 1.0 | $3.9M | 17k | 228.92 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.9 | $3.5M | +28% | 14k | 258.79 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $3.2M | +14% | 3.7k | 862.41 |
|
| Stryker Corporation (SYK) | 0.8 | $3.1M | +15% | 8.7k | 351.49 |
|
| Abbott Laboratories (ABT) | 0.8 | $3.0M | +21% | 24k | 125.29 |
|
| UnitedHealth (UNH) | 0.8 | $2.9M | -30% | 8.9k | 330.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.9M | +17% | 9.2k | 313.80 |
|
| Meta Platforms Cl A (META) | 0.8 | $2.9M | +4% | 4.4k | 660.09 |
|
| Broadcom (AVGO) | 0.7 | $2.8M | 8.1k | 346.10 |
|
|
| Honeywell International (HON) | 0.7 | $2.5M | -21% | 13k | 195.10 |
|
| Hubbell (HUBB) | 0.5 | $2.0M | +9% | 4.5k | 444.12 |
|
| Equitable Holdings (EQH) | 0.5 | $1.9M | +17% | 39k | 47.65 |
|
| Lowe's Companies (LOW) | 0.5 | $1.8M | +16% | 7.7k | 241.16 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $1.8M | +32% | 98k | 18.83 |
|
| IDEX Corporation (IEX) | 0.5 | $1.7M | -28% | 9.6k | 177.94 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.6M | +8% | 5.3k | 305.62 |
|
| Union Pacific Corporation (UNP) | 0.4 | $1.6M | +20% | 6.9k | 231.32 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.5M | +2% | 13k | 120.34 |
|
| At&t (T) | 0.4 | $1.3M | 54k | 24.84 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.3M | +14% | 6.6k | 191.56 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.2M | +23% | 2.1k | 566.36 |
|
| American Express Company (AXP) | 0.3 | $1.1M | 3.0k | 369.95 |
|
|
| Zoetis Cl A (ZTS) | 0.3 | $1.1M | -39% | 8.7k | 125.82 |
|
| ConocoPhillips (COP) | 0.3 | $1.1M | -61% | 11k | 93.61 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.0M | +5% | 1.6k | 627.13 |
|
| Fortive (FTV) | 0.3 | $1.0M | +23% | 18k | 55.21 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $970k | +30% | 47k | 20.60 |
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $936k | +46% | 6.9k | 136.07 |
|
| Tesla Motors (TSLA) | 0.2 | $858k | NEW | 1.9k | 449.72 |
|
| Leidos Holdings (LDOS) | 0.2 | $782k | 4.3k | 180.40 |
|
|
| Chevron Corporation (CVX) | 0.2 | $759k | +23% | 5.0k | 152.40 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $756k | +22% | 16k | 46.86 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $738k | 2.2k | 342.94 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $725k | +52% | 1.4k | 502.65 |
|
| Coca-Cola Company (KO) | 0.2 | $665k | 9.5k | 69.91 |
|
|
| Blackrock (BLK) | 0.2 | $647k | 604.00 | 1070.28 |
|
|
| Kkr & Co (KKR) | 0.2 | $644k | 5.0k | 127.48 |
|
|
| Amgen (AMGN) | 0.2 | $639k | 2.0k | 327.31 |
|
|
| Thrivent Etf Trust Small Mid Cap Eq (TSME) | 0.2 | $629k | +20% | 15k | 41.64 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $622k | +2% | 4.0k | 154.14 |
|
| Linde SHS (LIN) | 0.2 | $608k | 1.4k | 426.39 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $606k | 803.00 | 754.15 |
|
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $576k | 51k | 11.31 |
|
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.2 | $574k | 55k | 10.48 |
|
|
| Ametek (AME) | 0.2 | $565k | +36% | 2.8k | 205.31 |
|
| Matador Resources (MTDR) | 0.1 | $553k | -28% | 13k | 42.44 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $540k | +56% | 27k | 19.74 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $437k | 2.4k | 181.88 |
|
|
| Trustmark Corporation (TRMK) | 0.1 | $417k | 11k | 38.95 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $406k | 7.0k | 58.12 |
|
|
| Home Depot (HD) | 0.1 | $388k | +59% | 1.1k | 344.21 |
|
| Nextera Energy (NEE) | 0.1 | $379k | 4.7k | 80.29 |
|
|
| Cisco Systems (CSCO) | 0.1 | $377k | +42% | 4.9k | 77.03 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $371k | NEW | 22k | 16.70 |
|
| Oracle Corporation (ORCL) | 0.1 | $361k | 1.9k | 194.91 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $359k | +2% | 334.00 | 1074.68 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $359k | 6.3k | 57.24 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $343k | +4% | 4.2k | 82.50 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $336k | NEW | 900.00 | 373.44 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $322k | +25% | 19k | 16.92 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $316k | 3.3k | 96.28 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $298k | 3.2k | 91.93 |
|
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $298k | NEW | 14k | 20.88 |
|
| EastGroup Properties (EGP) | 0.1 | $292k | 1.6k | 178.19 |
|
|
| Ralliant Corp (RAL) | 0.1 | $288k | +16% | 5.7k | 50.91 |
|
| Johnson & Johnson (JNJ) | 0.1 | $269k | NEW | 1.3k | 206.92 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $266k | 1.2k | 217.06 |
|
|
| S&p Global (SPGI) | 0.1 | $261k | 500.00 | 522.59 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $247k | NEW | 402.00 | 614.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $243k | NEW | 987.00 | 246.05 |
|
| Tidal Trust Ii Yieldmax Univers (YMAX) | 0.1 | $241k | +5% | 24k | 9.98 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $240k | 511.00 | 468.76 |
|
|
| Tidal Trust Ii Yieldmax Gold Mi (GDXY) | 0.1 | $230k | +38% | 14k | 16.02 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $230k | +12% | 12k | 19.57 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $228k | 4.7k | 48.41 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $227k | 1.4k | 162.00 |
|
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| Abbvie (ABBV) | 0.1 | $218k | +7% | 952.00 | 228.55 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $206k | NEW | 7.2k | 28.82 |
|
| Gabelli Equity Trust (GAB) | 0.1 | $195k | 32k | 6.17 |
|
Past Filings by Legacy Wealth Management, LLC / MS
SEC 13F filings are viewable for Legacy Wealth Management, LLC / MS going back to 2024
- Legacy Wealth Management, LLC / MS 2025 Q4 filed Jan. 5, 2026
- Legacy Wealth Management, LLC / MS 2025 Q3 filed Oct. 23, 2025
- Legacy Wealth Management, LLC / MS 2025 Q2 filed July 1, 2025
- Legacy Wealth Management, LLC / MS 2025 Q1 filed April 3, 2025
- Legacy Wealth Management, LLC / MS 2024 Q4 filed Jan. 6, 2025
- Legacy Wealth Management, LLC / MS 2024 Q3 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2019 Q4 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q1 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q2 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q3 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2020 Q4 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q1 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q2 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q3 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2021 Q4 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2022 Q1 filed Dec. 12, 2024