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 53.55% of Legacy Wealth Management, LLC / MS's stock portfolio.
- Added to shares of these 10 stocks: PLTR (+$6.2M), JEPQ, JEPI, CHI, CHY, YMAX, TSME, NVDA, RAL, VRT.
- Started 8 new stock positions in YMAX, PLTR, RAL, ABBV, VRT, JEPQ, JEPI, GDXY.
- Reduced shares in these 10 stocks: SPY, MSFT, VTI, AAPL, , GOOGL, PANW, TMO, WMT, AJG.
- Sold out of its positions in ADBE, IWB, IWM, VCSH.
- Legacy Wealth Management, LLC / MS was a net seller of stock by $-26M.
- Legacy Wealth Management, LLC / MS has $332M in assets under management (AUM), dropping by 1.03%.
- Central Index Key (CIK): 0002047443
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Portfolio Holdings for Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.0 | $60M | 320k | 186.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.4 | $58M | -5% | 87k | 666.18 |
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| Apple (AAPL) | 7.7 | $26M | -8% | 100k | 254.63 |
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| Microsoft Corporation (MSFT) | 7.2 | $24M | -10% | 46k | 517.95 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 3.2 | $11M | -4% | 138k | 78.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.7 | $9.1M | -12% | 37k | 243.10 |
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| Palo Alto Networks (PANW) | 2.5 | $8.3M | -11% | 41k | 203.62 |
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| Wal-Mart Stores (WMT) | 2.1 | $7.1M | -11% | 69k | 103.06 |
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| Amazon (AMZN) | 1.9 | $6.3M | -5% | 29k | 219.57 |
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| Palantir Technologies Cl A (PLTR) | 1.9 | $6.2M | NEW | 34k | 182.42 |
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| Visa Com Cl A (V) | 1.9 | $6.2M | -11% | 18k | 341.38 |
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| Raytheon Technologies Corp (RTX) | 1.6 | $5.3M | -13% | 31k | 167.33 |
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| TJX Companies (TJX) | 1.4 | $4.7M | -12% | 33k | 144.54 |
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| UnitedHealth (UNH) | 1.3 | $4.4M | -13% | 13k | 345.30 |
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| Boston Scientific Corporation (BSX) | 1.3 | $4.2M | -13% | 43k | 97.63 |
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| Iqvia Holdings (IQV) | 1.1 | $3.6M | -14% | 19k | 189.94 |
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| Chubb (CB) | 1.1 | $3.6M | -14% | 13k | 282.25 |
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| L3harris Technologies (LHX) | 1.0 | $3.5M | -12% | 11k | 305.41 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $3.5M | -23% | 7.1k | 485.02 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.4M | -12% | 11k | 315.43 |
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| Honeywell International (HON) | 1.0 | $3.4M | -10% | 16k | 210.49 |
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| Bank of America Corporation (BAC) | 1.0 | $3.4M | -14% | 65k | 51.59 |
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| Danaher Corporation (DHR) | 1.0 | $3.3M | -10% | 17k | 198.26 |
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| Arthur J. Gallagher & Co. (AJG) | 1.0 | $3.2M | -22% | 11k | 309.74 |
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| Meta Platforms Cl A (META) | 0.9 | $3.1M | 4.2k | 734.38 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.0M | -12% | 3.3k | 925.67 |
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| ConocoPhillips (COP) | 0.8 | $2.8M | -7% | 30k | 94.59 |
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| Stryker Corporation (SYK) | 0.8 | $2.8M | -11% | 7.5k | 369.67 |
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| Abbott Laboratories (ABT) | 0.8 | $2.6M | -17% | 20k | 133.94 |
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| Broadcom (AVGO) | 0.8 | $2.6M | +4% | 8.0k | 329.93 |
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| IDEX Corporation (IEX) | 0.7 | $2.2M | -18% | 13k | 162.76 |
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| Zoetis Cl A (ZTS) | 0.6 | $2.1M | -20% | 14k | 146.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.9M | -11% | 7.8k | 243.54 |
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| Hubbell (HUBB) | 0.5 | $1.8M | -5% | 4.1k | 430.26 |
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| Equitable Holdings (EQH) | 0.5 | $1.7M | -15% | 33k | 50.78 |
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| Lowe's Companies (LOW) | 0.5 | $1.7M | -13% | 6.6k | 251.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.6M | -59% | 5.0k | 328.17 |
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| At&t (T) | 0.5 | $1.5M | 53k | 28.24 |
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| McDonald's Corporation (MCD) | 0.5 | $1.5M | -3% | 4.9k | 303.91 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $1.4M | -32% | 74k | 18.81 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | -15% | 12k | 112.75 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.3M | -17% | 5.7k | 236.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.1M | -5% | 5.7k | 189.70 |
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| American Express Company (AXP) | 0.3 | $997k | 3.0k | 332.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $949k | -5% | 1.6k | 612.38 |
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| Matador Resources (MTDR) | 0.2 | $825k | -35% | 18k | 44.93 |
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| Leidos Holdings (LDOS) | 0.2 | $819k | 4.3k | 188.96 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $746k | -18% | 1.7k | 447.23 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $741k | -21% | 36k | 20.57 |
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| Fortive (FTV) | 0.2 | $723k | -19% | 15k | 48.99 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $716k | +10% | 2.2k | 332.91 |
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| Blackrock (BLK) | 0.2 | $704k | 603.00 | 1166.78 |
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| Linde SHS (LIN) | 0.2 | $674k | 1.4k | 475.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $670k | 3.9k | 170.87 |
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| Kkr & Co (KKR) | 0.2 | $656k | 5.0k | 129.95 |
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| Chevron Corporation (CVX) | 0.2 | $628k | -4% | 4.0k | 155.30 |
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| Coca-Cola Company (KO) | 0.2 | $626k | +12% | 9.4k | 66.32 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $612k | -34% | 13k | 46.32 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $602k | -31% | 4.7k | 128.35 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $600k | -9% | 803.00 | 746.95 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.2 | $589k | +138% | 55k | 10.79 |
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| Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $569k | +125% | 51k | 11.22 |
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| Amgen (AMGN) | 0.2 | $546k | 1.9k | 282.20 |
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| Thrivent Etf Trust Small Mid Cap Eq (TSME) | 0.2 | $520k | +79% | 13k | 41.49 |
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| Oracle Corporation (ORCL) | 0.2 | $512k | +3% | 1.8k | 281.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $477k | -32% | 949.00 | 502.74 |
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| Trustmark Corporation (TRMK) | 0.1 | $424k | 11k | 39.60 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $402k | NEW | 7.0k | 57.52 |
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| Avery Dennison Corporation (AVY) | 0.1 | $389k | 2.4k | 162.17 |
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| Fiserv (FI) | 0.1 | $387k | 3.0k | 128.93 |
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| Ametek (AME) | 0.1 | $380k | -26% | 2.0k | 188.00 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $358k | NEW | 6.3k | 57.10 |
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| Nextera Energy (NEE) | 0.1 | $352k | +26% | 4.7k | 75.48 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $345k | -42% | 18k | 19.71 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $320k | 4.0k | 80.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $316k | -23% | 3.3k | 96.54 |
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| Tidal Trust Ii Yieldmax Univers (YMAX) | 0.1 | $294k | NEW | 23k | 12.81 |
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| Home Depot (HD) | 0.1 | $287k | -18% | 709.00 | 405.24 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $279k | 1.2k | 227.73 |
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| EastGroup Properties (EGP) | 0.1 | $275k | 1.6k | 169.27 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $256k | +3% | 15k | 16.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $251k | 511.00 | 490.38 |
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| Eli Lilly & Co. (LLY) | 0.1 | $250k | +17% | 327.00 | 763.00 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $249k | 3.2k | 76.72 |
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| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $247k | +4% | 8.1k | 30.29 |
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| S&p Global (SPGI) | 0.1 | $243k | 500.00 | 486.71 |
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| Cisco Systems (CSCO) | 0.1 | $235k | -28% | 3.4k | 68.42 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $228k | 4.7k | 48.42 |
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| Ralliant Corp (RAL) | 0.1 | $213k | NEW | 4.9k | 43.73 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $212k | NEW | 1.4k | 150.90 |
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| Abbvie (ABBV) | 0.1 | $205k | NEW | 884.00 | 231.45 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $203k | +2% | 10k | 19.56 |
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| Gabelli Equity Trust (GAB) | 0.1 | $190k | -40% | 31k | 6.09 |
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| Tidal Trust Ii Yieldmax Gold Mi (GDXY) | 0.1 | $183k | NEW | 10k | 17.66 |
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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 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
- Legacy Wealth Management, LLC / MS 2022 Q2 filed Dec. 12, 2024