Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of Dec. 31, 2025

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 100 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.2 $68M 365k 186.50
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.8 $63M 92k 681.92
Apple (AAPL) 8.0 $30M 110k 271.86
Microsoft Corporation (MSFT) 6.7 $25M 52k 483.62
Spdr Series Trust Portfolio S&p500 (SPYM) 3.7 $14M 174k 80.22
Alphabet Cap Stk Cl A (GOOGL) 3.5 $13M 42k 313.00
Wal-Mart Stores (WMT) 2.4 $8.8M 79k 111.41
Amazon (AMZN) 1.9 $7.3M 32k 230.82
Visa Com Cl A (V) 1.9 $7.2M 21k 350.71
Palo Alto Networks (PANW) 1.8 $6.9M 38k 184.20
Raytheon Technologies Corp (RTX) 1.8 $6.7M 37k 183.40
Palantir Technologies Cl A (PLTR) 1.6 $6.1M 35k 177.75
TJX Companies (TJX) 1.5 $5.8M 38k 153.61
Boston Scientific Corporation (BSX) 1.3 $4.7M 50k 95.35
Thermo Fisher Scientific (TMO) 1.3 $4.7M 8.1k 579.45
Iqvia Holdings (IQV) 1.2 $4.7M 21k 225.41
Chubb (CB) 1.2 $4.6M 15k 312.12
Bank of America Corporation (BAC) 1.1 $4.2M 77k 55.00
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.1M 12k 335.27
JPMorgan Chase & Co. (JPM) 1.1 $4.0M 13k 322.22
L3harris Technologies (LHX) 1.0 $3.9M 13k 293.58
Danaher Corporation (DHR) 1.0 $3.9M 17k 228.92
Arthur J. Gallagher & Co. (AJG) 0.9 $3.5M 14k 258.79
Costco Wholesale Corporation (COST) 0.9 $3.2M 3.7k 862.41
Stryker Corporation (SYK) 0.8 $3.1M 8.7k 351.49
Abbott Laboratories (ABT) 0.8 $3.0M 24k 125.29
UnitedHealth (UNH) 0.8 $2.9M 8.9k 330.11
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.9M 9.2k 313.80
Meta Platforms Cl A (META) 0.8 $2.9M 4.4k 660.09
Broadcom (AVGO) 0.7 $2.8M 8.1k 346.10
Honeywell International (HON) 0.7 $2.5M 13k 195.10
Hubbell (HUBB) 0.5 $2.0M 4.5k 444.12
Equitable Holdings (EQH) 0.5 $1.9M 39k 47.65
Lowe's Companies (LOW) 0.5 $1.8M 7.7k 241.16
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $1.8M 98k 18.83
IDEX Corporation (IEX) 0.5 $1.7M 9.6k 177.94
McDonald's Corporation (MCD) 0.4 $1.6M 5.3k 305.62
Union Pacific Corporation (UNP) 0.4 $1.6M 6.9k 231.32
Exxon Mobil Corporation (XOM) 0.4 $1.5M 13k 120.34
At&t (T) 0.4 $1.3M 54k 24.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.3M 6.6k 191.56
Intuitive Surgical Com New (ISRG) 0.3 $1.2M 2.1k 566.36
American Express Company (AXP) 0.3 $1.1M 3.0k 369.95
Zoetis Cl A (ZTS) 0.3 $1.1M 8.7k 125.82
ConocoPhillips (COP) 0.3 $1.1M 11k 93.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.0M 1.6k 627.13
Fortive (FTV) 0.3 $1.0M 18k 55.21
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $970k 47k 20.60
Agilent Technologies Inc C ommon (A) 0.3 $936k 6.9k 136.07
Tesla Motors (TSLA) 0.2 $858k 1.9k 449.72
Leidos Holdings (LDOS) 0.2 $782k 4.3k 180.40
Chevron Corporation (CVX) 0.2 $759k 5.0k 152.40
Spdr Series Trust Portfolio S&p600 (SPSM) 0.2 $756k 16k 46.86
Ishares Tr S&p 100 Etf (OEF) 0.2 $738k 2.2k 342.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $725k 1.4k 502.65
Coca-Cola Company (KO) 0.2 $665k 9.5k 69.91
Blackrock (BLK) 0.2 $647k 604.00 1070.28
Kkr & Co (KKR) 0.2 $644k 5.0k 127.48
Amgen (AMGN) 0.2 $639k 2.0k 327.31
Thrivent Etf Trust Small Mid Cap Eq (TSME) 0.2 $629k 15k 41.64
Blackstone Group Inc Com Cl A (BX) 0.2 $622k 4.0k 154.14
Linde SHS (LIN) 0.2 $608k 1.4k 426.39
Vanguard World Inf Tech Etf (VGT) 0.2 $606k 803.00 754.15
Calamos Conv & High Income F Com Shs (CHY) 0.2 $576k 51k 11.31
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.2 $574k 55k 10.48
Ametek (AME) 0.2 $565k 2.8k 205.31
Matador Resources (MTDR) 0.1 $553k 13k 42.44
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $540k 27k 19.74
Avery Dennison Corporation (AVY) 0.1 $437k 2.4k 181.88
Trustmark Corporation (TRMK) 0.1 $417k 11k 38.95
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $406k 7.0k 58.12
Home Depot (HD) 0.1 $388k 1.1k 344.21
Nextera Energy (NEE) 0.1 $379k 4.7k 80.29
Cisco Systems (CSCO) 0.1 $377k 4.9k 77.03
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $371k 22k 16.70
Oracle Corporation (ORCL) 0.1 $361k 1.9k 194.91
Eli Lilly & Co. (LLY) 0.1 $359k 334.00 1074.68
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $359k 6.3k 57.24
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $343k 4.2k 82.50
Ishares Tr Rus 1000 Etf (IWB) 0.1 $336k 900.00 373.44
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $322k 19k 16.92
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $316k 3.3k 96.28
Astrazeneca Sponsored Adr 0.1 $298k 3.2k 91.93
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $298k 14k 20.88
EastGroup Properties (EGP) 0.1 $292k 1.6k 178.19
Ralliant Corp (RAL) 0.1 $288k 5.7k 50.91
Johnson & Johnson (JNJ) 0.1 $269k 1.3k 206.92
Nxp Semiconductors N V (NXPI) 0.1 $266k 1.2k 217.06
S&p Global (SPGI) 0.1 $261k 500.00 522.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $247k 402.00 614.94
Ishares Tr Russell 2000 Etf (IWM) 0.1 $243k 987.00 246.05
Tidal Trust Ii Yieldmax Univers (YMAX) 0.1 $241k 24k 9.98
Crowdstrike Hldgs Cl A (CRWD) 0.1 $240k 511.00 468.76
Tidal Trust Ii Yieldmax Gold Mi (GDXY) 0.1 $230k 14k 16.02
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $230k 12k 19.57
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $228k 4.7k 48.41
Vertiv Holdings Com Cl A (VRT) 0.1 $227k 1.4k 162.00
Abbvie (ABBV) 0.1 $218k 952.00 228.55
Warner Bros Discovery Com Ser A (WBD) 0.1 $206k 7.2k 28.82
Gabelli Equity Trust (GAB) 0.1 $195k 32k 6.17