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 SPY, MSFT, AAPL, SPLG, PANW, and represent 43.64% of Legacy Wealth Management, LLC / MS's stock portfolio.
- Added to shares of these 10 stocks: PANW, BSCT, VCSH, CHI, JEPQ, OEF, AMGN, SPLG, MLPA, LLY.
- Started 6 new stock positions in JEPQ, CHI, BSCT, VCSH, LLY, MLPA.
- Reduced shares in these 10 stocks: SPY, UL, HSY, , NVDA, BSCR, VTI, AAPL, BSCQ, BSCP.
- Sold out of its positions in AMLP, META, HEI, HSY, BSCR, BSCQ, BSCP, Bsco etf, IWM, Lam Research Corporation. PSEC, CRM, ULTA, UL.
- Legacy Wealth Management, LLC / MS was a net seller of stock by $-22M.
- Legacy Wealth Management, LLC / MS has $252M in assets under management (AUM), dropping by -7.55%.
- Central Index Key (CIK): 0002047443
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Portfolio Holdings for Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS holds 88 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 22.5 | $57M | -5% | 97k | 586.08 |
|
| Microsoft Corporation (MSFT) | 7.4 | $19M | -2% | 44k | 421.50 |
|
| Apple (AAPL) | 6.9 | $17M | -6% | 69k | 250.42 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.5 | $8.8M | +2% | 128k | 68.94 |
|
| Palo Alto Networks (PANW) | 3.4 | $8.5M | +87% | 47k | 181.96 |
|
| Visa Com Cl A (V) | 3.2 | $8.1M | -6% | 26k | 316.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $7.9M | -11% | 42k | 189.30 |
|
| Wal-Mart Stores (WMT) | 2.9 | $7.4M | -3% | 82k | 90.35 |
|
| TJX Companies (TJX) | 1.9 | $4.7M | -2% | 39k | 120.81 |
|
| Boston Scientific Corporation (BSX) | 1.9 | $4.7M | -5% | 52k | 89.32 |
|
| Raytheon Technologies Corp (RTX) | 1.8 | $4.6M | -5% | 39k | 115.72 |
|
| Chubb (CB) | 1.7 | $4.2M | -4% | 15k | 276.30 |
|
| UnitedHealth (UNH) | 1.7 | $4.2M | -2% | 8.2k | 505.87 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $4.1M | -5% | 15k | 283.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $3.9M | -29% | 13k | 289.81 |
|
| Honeywell International (HON) | 1.5 | $3.7M | -5% | 16k | 225.89 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $3.7M | -36% | 27k | 134.29 |
|
| Costco Wholesale Corporation (COST) | 1.4 | $3.5M | -4% | 3.8k | 916.27 |
|
| Bank of America Corporation (BAC) | 1.4 | $3.5M | -3% | 79k | 43.95 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $3.2M | -5% | 30k | 107.57 |
|
| Stryker Corporation (SYK) | 1.2 | $3.1M | -6% | 8.7k | 360.05 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.1M | -2% | 13k | 239.71 |
|
| Zoetis Cl A (ZTS) | 1.2 | $3.1M | -4% | 19k | 162.93 |
|
| Danaher Corporation (DHR) | 1.2 | $3.1M | -5% | 13k | 229.55 |
|
| Abbott Laboratories (ABT) | 1.1 | $2.8M | -4% | 25k | 113.11 |
|
| L3harris Technologies (LHX) | 1.1 | $2.7M | -6% | 13k | 210.28 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $2.6M | NEW | 144k | 18.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.2M | 4.0k | 538.81 |
|
|
| Amazon (AMZN) | 0.8 | $2.1M | -24% | 9.7k | 219.39 |
|
| Chesapeake Utilities Corporation (CPK) | 0.8 | $2.1M | -8% | 17k | 121.35 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $1.9M | -13% | 3.7k | 520.23 |
|
| Lowe's Companies (LOW) | 0.8 | $1.9M | -11% | 7.9k | 246.80 |
|
| Equitable Holdings (EQH) | 0.8 | $1.9M | 41k | 47.17 |
|
|
| Broadcom (AVGO) | 0.7 | $1.8M | -20% | 7.6k | 231.84 |
|
| Matador Resources (MTDR) | 0.7 | $1.7M | -7% | 30k | 56.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.6M | 8.6k | 190.44 |
|
|
| Union Pacific Corporation (UNP) | 0.6 | $1.6M | 7.0k | 228.04 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $1.6M | 5.4k | 289.89 |
|
|
| Fortive (FTV) | 0.6 | $1.4M | -5% | 19k | 75.00 |
|
| At&t (T) | 0.5 | $1.2M | +8% | 52k | 22.77 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $1.2M | 2.2k | 521.96 |
|
|
| Edwards Lifesciences (EW) | 0.4 | $1.0M | 14k | 74.03 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $951k | +5% | 5.4k | 175.23 |
|
| Johnson & Johnson (JNJ) | 0.4 | $920k | 6.4k | 144.62 |
|
|
| Eversource Energy (ES) | 0.4 | $916k | -17% | 16k | 57.43 |
|
| American Express Company (AXP) | 0.4 | $890k | 3.0k | 296.79 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $855k | 3.9k | 220.73 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $801k | +2% | 40k | 20.13 |
|
| Western Alliance Bancorporation (WAL) | 0.3 | $787k | 9.4k | 83.54 |
|
|
| Chevron Corporation (CVX) | 0.3 | $785k | -7% | 5.4k | 144.84 |
|
| Fiserv (FI) | 0.3 | $781k | 3.8k | 205.42 |
|
|
| ConocoPhillips (COP) | 0.3 | $767k | +20% | 7.7k | 99.17 |
|
| Kkr & Co (KKR) | 0.3 | $747k | +5% | 5.0k | 147.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $714k | -14% | 1.6k | 453.28 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $675k | -25% | 3.9k | 172.42 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $656k | NEW | 8.4k | 78.01 |
|
| Leidos Holdings (LDOS) | 0.2 | $625k | 4.3k | 144.06 |
|
|
| BlackRock | 0.2 | $618k | 603.00 | 1025.11 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $613k | +182% | 2.1k | 288.84 |
|
| Coca-Cola Company (KO) | 0.2 | $599k | 9.6k | 62.26 |
|
|
| Linde SHS (LIN) | 0.2 | $594k | -12% | 1.4k | 418.67 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.2 | $590k | NEW | 49k | 11.94 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.2 | $562k | 46k | 12.14 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $556k | -50% | 894.00 | 621.91 |
|
| Ametek (AME) | 0.2 | $536k | +4% | 3.0k | 180.26 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $529k | +5% | 7.4k | 71.43 |
|
| Home Depot (HD) | 0.2 | $512k | +2% | 1.3k | 388.99 |
|
| Amgen (AMGN) | 0.2 | $505k | +115% | 1.9k | 260.64 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $493k | +6% | 2.4k | 207.85 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $453k | NEW | 8.0k | 56.38 |
|
| Avery Dennison Corporation (AVY) | 0.2 | $449k | 2.4k | 187.13 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $429k | +32% | 14k | 31.44 |
|
| FirstEnergy (FE) | 0.2 | $422k | 11k | 39.78 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $412k | -36% | 2.5k | 166.64 |
|
| Gabelli Equity Trust (GAB) | 0.2 | $403k | +53% | 75k | 5.38 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $396k | -7% | 1.2k | 322.16 |
|
| Trustmark Corporation (TRMK) | 0.2 | $379k | 11k | 35.37 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $377k | -51% | 4.3k | 88.40 |
|
| Nextera Energy (NEE) | 0.1 | $350k | +11% | 4.9k | 71.69 |
|
| Eaton Corp SHS (ETN) | 0.1 | $297k | -22% | 894.00 | 331.87 |
|
| Cisco Systems (CSCO) | 0.1 | $288k | +25% | 4.9k | 59.20 |
|
| Webster Financial Corporation (WBS) | 0.1 | $265k | -19% | 4.8k | 55.22 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $259k | +27% | 3.9k | 65.52 |
|
| EastGroup Properties (EGP) | 0.1 | $254k | 1.6k | 160.49 |
|
|
| S&p Global (SPGI) | 0.1 | $249k | 500.00 | 498.03 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $233k | NEW | 4.7k | 49.41 |
|
| Abbvie (ABBV) | 0.1 | $216k | -25% | 1.2k | 177.70 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $215k | NEW | 278.00 | 772.00 |
|
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 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
- Legacy Wealth Management, LLC / MS 2022 Q3 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2022 Q4 filed Dec. 12, 2024
- Legacy Wealth Management, LLC / MS 2023 Q1 filed Dec. 12, 2024