Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of March 31, 2024

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 71 positions in its portfolio as reported in the March 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) 24.8 $55M 105k 523.07
Microsoft Corporation (MSFT) 8.2 $18M 43k 420.72
Apple (AAPL) 5.4 $12M 70k 171.48
Visa Com Cl A (V) 3.4 $7.5M 27k 279.08
Palo Alto Networks (PANW) 3.2 $7.0M 25k 284.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.9 $6.5M 105k 61.53
Alphabet Cap Stk Cl A (GOOGL) 2.9 $6.3M 42k 150.93
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $5.4M 21k 259.90
Wal-Mart Stores (WMT) 2.3 $5.0M 84k 60.17
Chubb (CB) 1.8 $4.1M 16k 259.13
TJX Companies (TJX) 1.8 $4.1M 40k 101.42
Raytheon Technologies Corp (RTX) 1.8 $4.0M 41k 97.53
Arthur J. Gallagher & Co. (AJG) 1.8 $4.0M 16k 250.04
Boston Scientific Corporation (BSX) 1.7 $3.8M 56k 68.49
Danaher Corporation (DHR) 1.6 $3.5M 14k 249.72
Stryker Corporation (SYK) 1.5 $3.4M 9.4k 357.87
UnitedHealth (UNH) 1.4 $3.2M 6.5k 494.71
Pioneer Natural Resources 1.4 $3.2M 12k 262.50
Bank of America Corporation (BAC) 1.4 $3.1M 82k 37.92
Walt Disney Company (DIS) 1.4 $3.1M 25k 122.36
L3harris Technologies (LHX) 1.3 $3.0M 14k 213.10
Abbott Laboratories (ABT) 1.3 $2.9M 26k 113.66
Costco Wholesale Corporation (COST) 1.3 $2.9M 3.9k 732.63
JPMorgan Chase & Co. (JPM) 1.1 $2.5M 13k 200.30
Honeywell International (HON) 1.1 $2.5M 12k 205.25
NVIDIA Corporation (NVDA) 1.1 $2.4M 2.7k 903.56
Lowe's Companies (LOW) 1.1 $2.4M 9.3k 254.73
Thermo Fisher Scientific (TMO) 1.1 $2.4M 4.1k 581.21
Unilever Spon Adr New (UL) 1.0 $2.2M 44k 50.19
Matador Resources (MTDR) 1.0 $2.2M 33k 66.77
Chesapeake Utilities Corporation (CPK) 0.9 $2.1M 19k 107.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.9M 3.9k 480.70
Zoetis Cl A (ZTS) 0.8 $1.8M 11k 169.21
Union Pacific Corporation (UNP) 0.8 $1.7M 7.1k 245.93
Fortive (FTV) 0.8 $1.7M 20k 86.02
Equitable Holdings (EQH) 0.7 $1.6M 41k 38.01
Eversource Energy (ES) 0.7 $1.5M 26k 59.77
McDonald's Corporation (MCD) 0.6 $1.4M 5.1k 281.95
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M 8.9k 152.26
Amazon (AMZN) 0.6 $1.4M 7.5k 180.38
Broadcom (AVGO) 0.5 $1.1M 854.00 1325.41
Webster Financial Corporation (WBS) 0.5 $1.0M 21k 50.77
Johnson & Johnson (JNJ) 0.5 $999k 6.3k 158.19
Chevron Corporation (CVX) 0.4 $929k 5.9k 157.74
Edwards Lifesciences (EW) 0.4 $906k 9.5k 95.56
Intuitive Surgical Com New (ISRG) 0.4 $882k 2.2k 399.09
ConocoPhillips (COP) 0.4 $818k 6.4k 127.28
Linde SHS (LIN) 0.4 $809k 1.7k 464.32
American Express Company (AXP) 0.3 $683k 3.0k 227.69
Fiserv (FI) 0.3 $645k 4.0k 159.82
Metropcs Communications (TMUS) 0.3 $632k 3.9k 163.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $631k 1.5k 420.52
Western Alliance Bancorporation (WAL) 0.3 $605k 9.4k 64.19
Leidos Holdings (LDOS) 0.3 $568k 4.3k 131.09
Nxp Semiconductors N V (NXPI) 0.2 $550k 2.2k 247.77
Avery Dennison Corporation (AVY) 0.2 $548k 2.5k 223.25
Ametek (AME) 0.2 $522k 2.9k 182.90
Coca-Cola Company (KO) 0.2 $514k 8.4k 61.18
Thrivent Etf Trust Small Mid Cap (TSME) 0.2 $485k 14k 34.64
Ishares Tr Rus 1000 Etf (IWB) 0.2 $484k 1.7k 288.03
Exxon Mobil Corporation (XOM) 0.2 $421k 3.6k 116.24
BlackRock (BLK) 0.2 $417k 500.00 833.70
FirstEnergy (FE) 0.2 $409k 11k 38.62
Home Depot (HD) 0.2 $346k 901.00 383.60
Trustmark Corporation (TRMK) 0.1 $273k 9.7k 28.11
S&p Global (SPGI) 0.1 $257k 605.00 425.45
Amgen (AMGN) 0.1 $256k 900.00 284.32
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $243k 3.8k 64.15
Procore Technologies (PCOR) 0.1 $218k 2.7k 82.17
Oracle Corporation (ORCL) 0.1 $216k 1.7k 125.61
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $214k 11k 19.21