Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of Dec. 31, 2022

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 71 positions in its portfolio as reported in the December 2022 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) 24.4 $41M 108k 382.43
Microsoft Corporation (MSFT) 6.2 $11M 44k 239.82
Apple (AAPL) 5.5 $9.3M 71k 129.93
Visa Com Cl A (V) 3.5 $5.8M 28k 207.76
Vanguard Index Fds Total Stk Mkt (VTI) 3.4 $5.7M 30k 191.19
Wal-Mart Stores (WMT) 2.4 $4.0M 28k 141.79
Alphabet Cap Stk Cl A (GOOGL) 2.3 $3.8M 43k 88.23
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.2 $3.8M 84k 44.98
Danaher Corporation (DHR) 2.1 $3.6M 14k 265.42
UnitedHealth (UNH) 2.1 $3.5M 6.6k 530.19
TJX Companies (TJX) 1.9 $3.2M 41k 79.60
Arthur J. Gallagher & Co. (AJG) 1.8 $3.0M 16k 188.54
Becton, Dickinson and (BDX) 1.8 $3.0M 12k 254.30
Abbott Laboratories (ABT) 1.7 $2.8M 26k 109.79
Honeywell International (HON) 1.6 $2.6M 12k 214.30
Boston Scientific Corporation (BSX) 1.5 $2.6M 56k 46.27
Raytheon Technologies Corp (RTX) 1.5 $2.5M 24k 100.92
L3harris Technologies (LHX) 1.5 $2.4M 12k 208.21
Palo Alto Networks (PANW) 1.4 $2.4M 17k 139.54
Stryker Corporation (SYK) 1.4 $2.3M 9.6k 244.49
Goldman Sachs (GS) 1.4 $2.3M 6.8k 343.38
Thermo Fisher Scientific (TMO) 1.3 $2.3M 4.1k 550.69
Unilever Spon Adr New (UL) 1.3 $2.1M 43k 50.35
Lowe's Companies (LOW) 1.1 $1.9M 9.6k 199.24
Vistra Energy (VST) 1.1 $1.9M 81k 23.20
Costco Wholesale Corporation (COST) 1.1 $1.8M 4.0k 456.50
Target Corporation (TGT) 1.1 $1.8M 12k 149.04
JPMorgan Chase & Co. (JPM) 1.0 $1.7M 13k 134.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.7M 4.8k 351.34
Qualcomm (QCOM) 1.0 $1.7M 15k 109.94
McDonald's Corporation (MCD) 1.0 $1.6M 6.2k 263.53
Pioneer Natural Resources 1.0 $1.6M 7.1k 228.39
Union Pacific Corporation (UNP) 0.9 $1.5M 7.2k 207.07
Webster Financial Corporation (WBS) 0.9 $1.5M 31k 47.34
Analog Devices (ADI) 0.8 $1.4M 8.5k 164.03
Zoetis Cl A (ZTS) 0.8 $1.4M 9.5k 146.55
Keurig Dr Pepper (KDP) 0.8 $1.3M 38k 35.66
Allstate Corporation (ALL) 0.8 $1.3M 9.6k 135.60
Fortive (FTV) 0.8 $1.3M 20k 64.25
Equitable Holdings (EQH) 0.7 $1.2M 41k 28.70
Johnson & Johnson (JNJ) 0.7 $1.1M 6.5k 176.65
Chevron Corporation (CVX) 0.6 $1.1M 6.0k 179.49
Thrivent Etf Trust Small Mid Cap (TSME) 0.6 $969k 37k 26.38
Alphabet Cap Stk Cl C (GOOG) 0.5 $857k 9.7k 88.73
Western Alliance Bancorporation (WAL) 0.5 $840k 14k 59.56
ConocoPhillips (COP) 0.5 $772k 6.5k 118.00
Ishares Tr Rus 1000 Etf (IWB) 0.4 $742k 3.5k 210.52
Edwards Lifesciences (EW) 0.4 $703k 9.4k 74.61
FirstEnergy (FE) 0.4 $688k 16k 41.94
Amazon (AMZN) 0.4 $657k 7.8k 84.00
Linde SHS 0.4 $609k 1.9k 326.18
Intuitive Surgical Com New (ISRG) 0.3 $586k 2.2k 265.35
Metropcs Communications (TMUS) 0.3 $582k 4.2k 140.00
Coca-Cola Company (KO) 0.3 $534k 8.4k 63.61
Broadcom (AVGO) 0.3 $478k 854.00 559.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $463k 1.5k 308.90
Leidos Holdings (LDOS) 0.3 $456k 4.3k 105.19
NVIDIA Corporation (NVDA) 0.3 $453k 3.1k 146.14
Avery Dennison Corporation (AVY) 0.3 $445k 2.5k 181.00
American Express Company (AXP) 0.3 $443k 3.0k 147.75
Fiserv (FI) 0.3 $429k 4.2k 101.07
Ametek (AME) 0.2 $404k 2.9k 139.72
Exxon Mobil Corporation (XOM) 0.2 $397k 3.6k 110.30
BlackRock (BLK) 0.2 $392k 553.00 708.63
Nxp Semiconductors N V (NXPI) 0.2 $351k 2.2k 158.03
Home Depot (HD) 0.2 $346k 1.1k 315.86
Trustmark Corporation (TRMK) 0.2 $339k 9.7k 34.91
Key (KEY) 0.2 $314k 18k 17.42
Levi Strauss & Co Cl A Com Stk (LEVI) 0.2 $293k 19k 15.52
Amgen (AMGN) 0.1 $236k 900.00 262.64
S&p Global (SPGI) 0.1 $234k 699.00 334.94