Legacy Wealth Management, LLC / MS as of March 31, 2025
Portfolio Holdings for Legacy Wealth Management, LLC / MS
Legacy Wealth Management, LLC / MS holds 97 positions in its portfolio as reported in the March 2025 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) | 17.7 | $54M | 97k | 559.39 | |
| Apple (AAPL) | 17.4 | $53M | 240k | 222.13 | |
| Microsoft Corporation (MSFT) | 6.5 | $20M | 53k | 375.39 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.1 | $9.5M | 145k | 65.76 | |
| Visa Com Cl A (V) | 2.7 | $8.2M | 23k | 350.46 | |
| Palo Alto Networks (PANW) | 2.7 | $8.2M | 48k | 170.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $7.3M | 47k | 154.64 | |
| Wal-Mart Stores (WMT) | 2.3 | $7.0M | 80k | 87.79 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $5.4M | 11k | 497.62 | |
| Boston Scientific Corporation (BSX) | 1.7 | $5.2M | 52k | 100.88 | |
| Raytheon Technologies Corp (RTX) | 1.7 | $5.1M | 38k | 132.46 | |
| NVIDIA Corporation (NVDA) | 1.6 | $5.0M | 46k | 108.38 | |
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $4.9M | 14k | 345.24 | |
| TJX Companies (TJX) | 1.5 | $4.7M | 39k | 121.80 | |
| Amazon (AMZN) | 1.5 | $4.7M | 25k | 190.26 | |
| Chubb (CB) | 1.5 | $4.6M | 15k | 301.99 | |
| UnitedHealth (UNH) | 1.4 | $4.4M | 8.4k | 523.76 | |
| Honeywell International (HON) | 1.3 | $3.9M | 18k | 211.75 | |
| Costco Wholesale Corporation (COST) | 1.2 | $3.6M | 3.8k | 945.78 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $3.5M | 13k | 274.84 | |
| Iqvia Holdings (IQV) | 1.1 | $3.4M | 19k | 176.30 | |
| Bank of America Corporation (BAC) | 1.1 | $3.3M | 79k | 41.73 | |
| Abbott Laboratories (ABT) | 1.1 | $3.3M | 25k | 132.65 | |
| Stryker Corporation (SYK) | 1.1 | $3.2M | 8.7k | 372.25 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $3.2M | 13k | 245.30 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $3.2M | 27k | 116.98 | |
| Zoetis Cl A (ZTS) | 1.0 | $3.1M | 19k | 164.65 | |
| ConocoPhillips (COP) | 1.0 | $2.9M | 28k | 105.02 | |
| Meta Platforms Cl A (META) | 1.0 | $2.9M | 5.1k | 576.41 | |
| Matador Resources (MTDR) | 1.0 | $2.9M | 57k | 51.09 | |
| L3harris Technologies (LHX) | 0.9 | $2.8M | 13k | 209.31 | |
| Danaher Corporation (DHR) | 0.9 | $2.7M | 13k | 205.00 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.9 | $2.7M | 144k | 18.53 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $2.6M | 22k | 118.93 | |
| Equitable Holdings (EQH) | 0.7 | $2.1M | 41k | 52.09 | |
| Lowe's Companies (LOW) | 0.6 | $1.8M | 7.9k | 233.23 | |
| At&t (T) | 0.6 | $1.7M | 61k | 28.28 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.7M | 7.0k | 236.24 | |
| Chesapeake Utilities Corporation (CPK) | 0.5 | $1.6M | 13k | 128.43 | |
| McDonald's Corporation (MCD) | 0.5 | $1.6M | 5.1k | 312.37 | |
| Broadcom (AVGO) | 0.5 | $1.4M | 8.6k | 167.42 | |
| Fortive (FTV) | 0.5 | $1.4M | 19k | 73.18 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | 8.6k | 156.23 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.2M | 7.1k | 173.24 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.1M | 2.2k | 495.27 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 1.9k | 532.58 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $971k | 1.8k | 542.33 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $923k | 11k | 85.07 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.3 | $871k | 43k | 20.35 | |
| Kkr & Co (KKR) | 0.3 | $865k | 7.5k | 115.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $843k | 1.6k | 513.91 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $843k | 6.0k | 139.78 | |
| American Express Company (AXP) | 0.3 | $807k | 3.0k | 269.05 | |
| Chevron Corporation (CVX) | 0.3 | $794k | 4.7k | 167.29 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $686k | 9.8k | 70.21 | |
| Fiserv (FI) | 0.2 | $663k | 3.0k | 220.83 | |
| Linde SHS (LIN) | 0.2 | $660k | 1.4k | 465.64 | |
| Eversource Energy (ES) | 0.2 | $617k | 9.9k | 62.11 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $614k | 7.8k | 78.94 | |
| Amgen (AMGN) | 0.2 | $603k | 1.9k | 311.55 | |
| Coca-Cola Company (KO) | 0.2 | $602k | 8.4k | 71.62 | |
| Leidos Holdings (LDOS) | 0.2 | $585k | 4.3k | 134.94 | |
| Blackrock (BLK) | 0.2 | $571k | 603.00 | 946.48 | |
| Western Alliance Bancorporation (WAL) | 0.2 | $538k | 7.0k | 76.83 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $504k | 7.4k | 68.01 | |
| Ametek (AME) | 0.2 | $500k | 2.9k | 172.14 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $496k | 1.8k | 270.79 | |
| Oracle Corporation (ORCL) | 0.1 | $449k | 3.2k | 139.83 | |
| Avery Dennison Corporation (AVY) | 0.1 | $427k | 2.4k | 177.97 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $391k | 2.0k | 199.48 | |
| Trustmark Corporation (TRMK) | 0.1 | $376k | 11k | 34.49 | |
| Johnson & Johnson (JNJ) | 0.1 | $372k | 2.2k | 165.84 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $356k | 1.9k | 190.06 | |
| Home Depot (HD) | 0.1 | $341k | 929.00 | 366.49 | |
| Canadian Natl Ry (CNI) | 0.1 | $326k | 3.3k | 97.46 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $322k | 1.1k | 306.74 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $322k | 6.2k | 51.94 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $322k | 16k | 19.59 | |
| Cisco Systems (CSCO) | 0.1 | $300k | 4.9k | 61.71 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.1 | $299k | 19k | 16.18 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $289k | 4.0k | 72.70 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $283k | 803.00 | 352.58 | |
| EastGroup Properties (EGP) | 0.1 | $281k | 1.6k | 176.20 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $268k | 14k | 19.48 | |
| IDEX Corporation (IEX) | 0.1 | $267k | 1.5k | 180.97 | |
| Nextera Energy (NEE) | 0.1 | $262k | 3.7k | 70.89 | |
| S&p Global (SPGI) | 0.1 | $254k | 500.00 | 508.10 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $251k | 4.7k | 53.23 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $239k | 3.2k | 73.50 | |
| Abbvie (ABBV) | 0.1 | $233k | 1.1k | 209.55 | |
| Eli Lilly & Co. (LLY) | 0.1 | $230k | 278.00 | 825.91 | |
| salesforce (CRM) | 0.1 | $228k | 850.00 | 268.22 | |
| Edwards Lifesciences (EW) | 0.1 | $221k | 3.0k | 72.48 | |
| Brown & Brown (BRO) | 0.1 | $204k | 1.6k | 124.40 | |
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $135k | 13k | 10.10 | |
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $128k | 13k | 9.59 | |
| Gabelli Equity Trust (GAB) | 0.0 | $102k | 19k | 5.51 |
