Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of Dec. 31, 2021

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 103 positions in its portfolio as reported in the December 2021 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) 19.9 $39M 82k 474.96
Microsoft Corporation (MSFT) 7.1 $14M 41k 336.32
Apple (AAPL) 6.5 $13M 71k 177.57
Visa Com Cl A (V) 2.4 $4.6M 21k 216.71
Alphabet Cap Stk Cl A (GOOGL) 2.3 $4.5M 1.6k 2897.04
Abbott Laboratories (ABT) 1.9 $3.8M 27k 140.74
Danaher Corporation (DHR) 1.8 $3.5M 11k 329.01
UnitedHealth (UNH) 1.7 $3.4M 6.7k 502.15
Costco Wholesale Corporation (COST) 1.7 $3.3M 5.7k 567.70
Palo Alto Networks (PANW) 1.6 $3.2M 5.8k 556.76
Arthur J. Gallagher & Co. (AJG) 1.5 $2.9M 17k 169.67
Becton, Dickinson and (BDX) 1.4 $2.8M 11k 251.48
Lowe's Companies (LOW) 1.4 $2.8M 11k 258.48
Thermo Fisher Scientific (TMO) 1.4 $2.7M 4.1k 667.24
Goldman Sachs (GS) 1.4 $2.6M 6.9k 382.55
Boston Scientific Corporation (BSX) 1.4 $2.6M 62k 42.48
Target Corporation (TGT) 1.3 $2.6M 11k 231.44
Qualcomm (QCOM) 1.3 $2.6M 14k 182.87
Stryker Corporation (SYK) 1.3 $2.6M 9.7k 267.42
Honeywell International (HON) 1.3 $2.6M 12k 208.51
L3harris Technologies (LHX) 1.3 $2.5M 12k 213.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.4M 5.6k 436.57
TJX Companies (TJX) 1.2 $2.3M 31k 75.92
Zoetis Cl A (ZTS) 1.2 $2.3M 9.3k 244.03
Cyrusone 1.1 $2.2M 24k 89.72
JPMorgan Chase & Co. (JPM) 1.1 $2.1M 13k 158.35
Raytheon Technologies Corp (RTX) 1.1 $2.1M 24k 86.06
Paypal Holdings (PYPL) 1.0 $2.0M 11k 188.58
Vistra Energy (VST) 1.0 $1.9M 85k 22.77
Global Payments (GPN) 1.0 $1.9M 14k 135.18
McDonald's Corporation (MCD) 1.0 $1.9M 7.0k 268.07
Union Pacific Corporation (UNP) 0.9 $1.8M 7.2k 251.93
Walt Disney Company (DIS) 0.9 $1.7M 11k 154.89
Fortive (FTV) 0.8 $1.6M 21k 76.29
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.6M 542.00 2893.59
Sempra Energy (SRE) 0.8 $1.5M 12k 132.28
ConAgra Foods (CAG) 0.8 $1.5M 45k 34.15
Pepsi (PEP) 0.8 $1.5M 8.8k 173.71
Western Alliance Bancorporation (WAL) 0.8 $1.5M 14k 107.65
Keurig Dr Pepper (KDP) 0.8 $1.5M 40k 36.86
Medtronic SHS (MDT) 0.7 $1.4M 13k 103.45
Mondelez Intl Cl A (MDLZ) 0.7 $1.4M 21k 66.31
Dollar Tree (DLTR) 0.7 $1.4M 9.7k 140.52
Equitable Holdings (EQH) 0.7 $1.3M 41k 32.79
Addus Homecare Corp (ADUS) 0.7 $1.3M 14k 93.51
Edwards Lifesciences (EW) 0.6 $1.2M 9.6k 129.55
Allstate Corporation (ALL) 0.6 $1.1M 9.5k 117.65
FirstEnergy (FE) 0.6 $1.1M 26k 41.59
Johnson & Johnson (JNJ) 0.6 $1.1M 6.3k 171.07
Amazon (AMZN) 0.5 $1.0M 303.00 3334.34
Petiq Com Cl A (PETQ) 0.5 $959k 42k 22.71
Linde SHS 0.5 $941k 2.7k 346.43
NVIDIA Corporation (NVDA) 0.5 $912k 3.1k 294.11
Ishares Tr Core S&p500 Etf (IVV) 0.5 $906k 1.9k 476.99
Medical Properties Trust (MPW) 0.4 $856k 36k 23.63
Pioneer Natural Resources 0.4 $833k 4.6k 181.88
BlackRock (BLK) 0.4 $802k 876.00 915.56
Caretrust Reit (CTRE) 0.4 $775k 34k 22.83
Coca-Cola Company (KO) 0.4 $763k 13k 59.21
Intuitive Surgical Com New (ISRG) 0.4 $763k 2.1k 359.30
Truist Financial Corp equities (TFC) 0.4 $760k 13k 58.55
Chevron Corporation (CVX) 0.4 $715k 6.1k 117.35
Citigroup Com New (C) 0.4 $707k 12k 60.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $690k 2.9k 241.44
Netflix (NFLX) 0.3 $589k 978.00 602.44
Energizer Holdings (ENR) 0.3 $587k 15k 40.10
Mastercard Incorporated Cl A (MA) 0.3 $586k 1.6k 359.32
Broadcom (AVGO) 0.3 $572k 860.00 665.41
Select Sector Spdr Tr Technology (XLK) 0.3 $568k 3.3k 173.87
Avery Dennison Corporation (AVY) 0.3 $532k 2.5k 216.57
Ametek (AME) 0.3 $526k 3.6k 147.04
Nxp Semiconductors N V (NXPI) 0.3 $509k 2.2k 227.78
Constellation Brands Cl A (STZ) 0.3 $502k 2.0k 250.97
Metropcs Communications (TMUS) 0.3 $500k 4.3k 115.98
American Express Company (AXP) 0.3 $491k 3.0k 163.60
Alleghany Corporation 0.2 $461k 691.00 667.59
Home Depot (HD) 0.2 $454k 1.1k 415.01
ConocoPhillips (COP) 0.2 $449k 6.2k 72.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $449k 1.5k 299.00
Signature Bank (SBNY) 0.2 $446k 1.4k 323.47
Procter & Gamble Company (PG) 0.2 $418k 2.6k 163.58
Intuit (INTU) 0.2 $418k 650.00 643.22
Leidos Holdings (LDOS) 0.2 $385k 4.3k 88.90
stock 0.2 $384k 3.3k 115.72
Wal-Mart Stores (WMT) 0.2 $369k 2.6k 144.69
Renasant (RNST) 0.2 $353k 9.3k 37.95
Check Point Software Tech Lt Ord (CHKP) 0.2 $344k 3.0k 116.56
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $339k 569.00 595.20
Pgim Etf Tr Ultra Short (PULS) 0.2 $337k 6.8k 49.49
Trustmark Corporation (TRMK) 0.2 $315k 9.7k 32.46
S&p Global (SPGI) 0.2 $308k 652.00 471.93
Cisco Systems (CSCO) 0.2 $298k 4.7k 63.37
Comcast Corp Cl A (CMCSA) 0.1 $284k 5.7k 50.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $284k 3.4k 83.67
Exxon Mobil Corporation (XOM) 0.1 $282k 4.6k 61.19
Ecolab (ECL) 0.1 $278k 1.2k 234.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $275k 2.0k 140.89
Meta Platforms Cl A (META) 0.1 $240k 714.00 336.35
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $227k 1.1k 204.44
Amgen (AMGN) 0.1 $225k 1.0k 224.97
Select Sector Spdr Tr Financial (XLF) 0.1 $219k 5.6k 39.05
Roper Industries (ROP) 0.1 $217k 441.00 491.86
Select Sector Spdr Tr Communication (XLC) 0.1 $210k 2.7k 77.68