Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of Sept. 30, 2025

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.0 $60M 320k 186.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.4 $58M 87k 666.18
Apple (AAPL) 7.7 $26M 100k 254.63
Microsoft Corporation (MSFT) 7.2 $24M 46k 517.95
Spdr Series Trust Portfolio S&p500 (SPLG) 3.2 $11M 138k 78.34
Alphabet Cap Stk Cl A (GOOGL) 2.7 $9.1M 37k 243.10
Palo Alto Networks (PANW) 2.5 $8.3M 41k 203.62
Wal-Mart Stores (WMT) 2.1 $7.1M 69k 103.06
Amazon (AMZN) 1.9 $6.3M 29k 219.57
Palantir Technologies Cl A (PLTR) 1.9 $6.2M 34k 182.42
Visa Com Cl A (V) 1.9 $6.2M 18k 341.38
Raytheon Technologies Corp (RTX) 1.6 $5.3M 31k 167.33
TJX Companies (TJX) 1.4 $4.7M 33k 144.54
UnitedHealth (UNH) 1.3 $4.4M 13k 345.30
Boston Scientific Corporation (BSX) 1.3 $4.2M 43k 97.63
Iqvia Holdings (IQV) 1.1 $3.6M 19k 189.94
Chubb (CB) 1.1 $3.6M 13k 282.25
L3harris Technologies (LHX) 1.0 $3.5M 11k 305.41
Thermo Fisher Scientific (TMO) 1.0 $3.5M 7.1k 485.02
JPMorgan Chase & Co. (JPM) 1.0 $3.4M 11k 315.43
Honeywell International (HON) 1.0 $3.4M 16k 210.49
Bank of America Corporation (BAC) 1.0 $3.4M 65k 51.59
Danaher Corporation (DHR) 1.0 $3.3M 17k 198.26
Arthur J. Gallagher & Co. (AJG) 1.0 $3.2M 11k 309.74
Meta Platforms Cl A (META) 0.9 $3.1M 4.2k 734.38
Costco Wholesale Corporation (COST) 0.9 $3.0M 3.3k 925.67
ConocoPhillips (COP) 0.8 $2.8M 30k 94.59
Stryker Corporation (SYK) 0.8 $2.8M 7.5k 369.67
Abbott Laboratories (ABT) 0.8 $2.6M 20k 133.94
Broadcom (AVGO) 0.8 $2.6M 8.0k 329.93
IDEX Corporation (IEX) 0.7 $2.2M 13k 162.76
Zoetis Cl A (ZTS) 0.6 $2.1M 14k 146.32
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.9M 7.8k 243.54
Hubbell (HUBB) 0.5 $1.8M 4.1k 430.26
Equitable Holdings (EQH) 0.5 $1.7M 33k 50.78
Lowe's Companies (LOW) 0.5 $1.7M 6.6k 251.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.6M 5.0k 328.17
At&t (T) 0.5 $1.5M 53k 28.24
McDonald's Corporation (MCD) 0.5 $1.5M 4.9k 303.91
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $1.4M 74k 18.81
Exxon Mobil Corporation (XOM) 0.4 $1.4M 12k 112.75
Union Pacific Corporation (UNP) 0.4 $1.3M 5.7k 236.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.1M 5.7k 189.70
American Express Company (AXP) 0.3 $997k 3.0k 332.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $949k 1.6k 612.38
Matador Resources (MTDR) 0.2 $825k 18k 44.93
Leidos Holdings (LDOS) 0.2 $819k 4.3k 188.96
Intuitive Surgical Com New (ISRG) 0.2 $746k 1.7k 447.23
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $741k 36k 20.57
Fortive (FTV) 0.2 $723k 15k 48.99
Ishares Tr S&p 100 Etf (OEF) 0.2 $716k 2.2k 332.91
Blackrock (BLK) 0.2 $704k 603.00 1166.78
Linde SHS (LIN) 0.2 $674k 1.4k 475.00
Blackstone Group Inc Com Cl A (BX) 0.2 $670k 3.9k 170.87
Kkr & Co (KKR) 0.2 $656k 5.0k 129.95
Chevron Corporation (CVX) 0.2 $628k 4.0k 155.30
Coca-Cola Company (KO) 0.2 $626k 9.4k 66.32
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $612k 13k 46.32
Agilent Technologies Inc C ommon (A) 0.2 $602k 4.7k 128.35
Vanguard World Inf Tech Etf (VGT) 0.2 $600k 803.00 746.95
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.2 $589k 55k 10.79
Calamos Conv & High Income F Com Shs (CHY) 0.2 $569k 51k 11.22
Amgen (AMGN) 0.2 $546k 1.9k 282.20
Thrivent Etf Trust Small Mid Cap Eq (TSME) 0.2 $520k 13k 41.49
Oracle Corporation (ORCL) 0.2 $512k 1.8k 281.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $477k 949.00 502.74
Trustmark Corporation (TRMK) 0.1 $424k 11k 39.60
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $402k 7.0k 57.52
Avery Dennison Corporation (AVY) 0.1 $389k 2.4k 162.17
Fiserv (FI) 0.1 $387k 3.0k 128.93
Ametek (AME) 0.1 $380k 2.0k 188.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $358k 6.3k 57.10
Nextera Energy (NEE) 0.1 $352k 4.7k 75.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $345k 18k 19.71
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $320k 4.0k 80.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $316k 3.3k 96.54
Tidal Trust Ii Yieldmax Univers (YMAX) 0.1 $294k 23k 12.81
Home Depot (HD) 0.1 $287k 709.00 405.24
Nxp Semiconductors N V (NXPI) 0.1 $279k 1.2k 227.73
EastGroup Properties (EGP) 0.1 $275k 1.6k 169.27
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $256k 15k 16.90
Crowdstrike Hldgs Cl A (CRWD) 0.1 $251k 511.00 490.38
Eli Lilly & Co. (LLY) 0.1 $250k 327.00 763.00
Astrazeneca Sponsored Adr (AZN) 0.1 $249k 3.2k 76.72
Spdr Series Trust Portfolio Short (SPSB) 0.1 $247k 8.1k 30.29
S&p Global (SPGI) 0.1 $243k 500.00 486.71
Cisco Systems (CSCO) 0.1 $235k 3.4k 68.42
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $228k 4.7k 48.42
Ralliant Corp (RAL) 0.1 $213k 4.9k 43.73
Vertiv Holdings Com Cl A (VRT) 0.1 $212k 1.4k 150.90
Abbvie (ABBV) 0.1 $205k 884.00 231.45
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $203k 10k 19.56
Gabelli Equity Trust (GAB) 0.1 $190k 31k 6.09
Tidal Trust Ii Yieldmax Gold Mi (GDXY) 0.1 $183k 10k 17.66