Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of March 31, 2026

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.2 $64M 367k 174.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.3 $57M 88k 650.34
Apple (AAPL) 7.9 $28M 109k 253.79
Microsoft Corporation (MSFT) 4.8 $17M 46k 370.17
Spdr Series Trust State Street Spd (SPYM) 3.9 $14M 179k 76.54
Alphabet Cap Stk Cl A (GOOGL) 3.6 $13M 44k 287.56
Wal-Mart Stores (WMT) 2.8 $9.8M 79k 124.28
Raytheon Technologies Corp (RTX) 2.0 $7.0M 36k 192.90
Amazon (AMZN) 1.8 $6.3M 30k 208.27
Visa Com Cl A (V) 1.8 $6.3M 21k 302.24
TJX Companies (TJX) 1.7 $6.0M 37k 159.70
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $5.6M 65k 84.84
Palo Alto Networks (PANW) 1.6 $5.5M 34k 160.32
Palantir Technologies Cl A (PLTR) 1.5 $5.4M 37k 146.28
L3harris Technologies (LHX) 1.3 $4.6M 13k 345.16
Chubb (CB) 1.1 $3.8M 12k 325.93
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.8M 12k 320.81
Costco Wholesale Corporation (COST) 1.1 $3.7M 3.7k 996.54
JPMorgan Chase & Co. (JPM) 1.0 $3.7M 13k 294.16
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.6M 13k 286.87
Boston Scientific Corporation (BSX) 0.9 $3.3M 52k 62.75
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.9 $3.1M 31k 99.86
Thermo Fisher Scientific (TMO) 0.9 $3.0M 6.1k 491.53
Bank of America Corporation (BAC) 0.8 $2.9M 60k 48.75
Arthur J. Gallagher & Co. (AJG) 0.8 $2.9M 14k 216.58
Meta Platforms Cl A (META) 0.8 $2.9M 5.1k 572.13
Stryker Corporation (SYK) 0.8 $2.9M 8.7k 328.59
Iqvia Holdings (IQV) 0.8 $2.8M 17k 170.54
Broadcom (AVGO) 0.7 $2.5M 8.1k 309.49
Abbott Laboratories (ABT) 0.7 $2.4M 24k 102.67
Hubbell (HUBB) 0.6 $2.2M 4.5k 490.70
Honeywell International (HON) 0.6 $2.2M 9.7k 226.03
Exxon Mobil Corporation (XOM) 0.6 $2.1M 12k 169.66
Danaher Corporation (DHR) 0.6 $2.0M 11k 189.60
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $1.9M 102k 18.66
Lowe's Companies (LOW) 0.5 $1.8M 7.7k 236.28
IDEX Corporation (IEX) 0.5 $1.7M 9.0k 189.55
McDonald's Corporation (MCD) 0.5 $1.7M 5.3k 310.80
Union Pacific Corporation (UNP) 0.5 $1.6M 6.5k 242.62
At&t (T) 0.4 $1.5M 53k 28.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.5M 7.9k 191.92
Tesla Motors (TSLA) 0.4 $1.5M 4.0k 371.75
Equitable Holdings (EQH) 0.4 $1.5M 39k 37.11
ConocoPhillips (COP) 0.4 $1.3M 10k 132.00
Chevron Corporation (CVX) 0.4 $1.3M 6.3k 206.91
Intuitive Surgical Com New (ISRG) 0.3 $1.2M 2.5k 460.99
UnitedHealth (UNH) 0.3 $1.1M 3.9k 270.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $981k 1.6k 597.55
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.3 $951k 47k 20.42
American Express Company (AXP) 0.3 $924k 3.1k 302.48
Servicenow (NOW) 0.2 $875k 8.4k 104.55
Zoetis Cl A (ZTS) 0.2 $853k 7.2k 118.21
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.2 $819k 50k 16.46
Ge Vernova (GEV) 0.2 $733k 839.00 873.13
Fortive (FTV) 0.2 $732k 13k 55.28
Coca-Cola Company (KO) 0.2 $724k 9.5k 76.05
Linde SHS (LIN) 0.2 $707k 1.4k 495.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $704k 1.5k 479.20
Micron Technology (MU) 0.2 $691k 2.0k 337.84
Amgen (AMGN) 0.2 $690k 2.0k 351.85
Ishares Tr S&p 100 Etf (OEF) 0.2 $686k 2.2k 318.01
Leidos Holdings (LDOS) 0.2 $674k 4.3k 155.52
Thrivent Etf Trust Small Mid Cap Eq (TSME) 0.2 $603k 15k 41.58
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.2 $590k 55k 10.74
Ametek (AME) 0.2 $590k 2.8k 214.36
Blackrock (BLK) 0.2 $581k 605.00 961.04
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $575k 34k 16.72
Vanguard World Inf Tech Etf (VGT) 0.2 $561k 803.00 698.11
Calamos Conv & High Income F Com Shs (CHY) 0.2 $556k 51k 10.89
Keurig Dr Pepper (KDP) 0.1 $485k 18k 26.33
Kkr & Co (KKR) 0.1 $467k 5.0k 92.50
Blackstone Group Inc Com Cl A (BX) 0.1 $453k 3.9k 114.98
Nextera Energy (NEE) 0.1 $442k 4.8k 92.88
Trustmark Corporation (TRMK) 0.1 $434k 10k 42.14
Lam Research Corp Com New (LRCX) 0.1 $402k 1.9k 213.68
Cisco Systems (CSCO) 0.1 $391k 5.0k 77.59
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $388k 7.0k 55.52
Avery Dennison Corporation (AVY) 0.1 $387k 2.2k 172.68
Home Depot (HD) 0.1 $373k 1.1k 328.83
Vertiv Holdings Com Cl A (VRT) 0.1 $356k 1.4k 250.63
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $355k 6.3k 56.68
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $355k 18k 19.63
Baker Hughes Company Cl A (BKR) 0.1 $344k 5.6k 61.05
Johnson & Johnson (JNJ) 0.1 $327k 1.3k 244.47
Freeport-mcmoran CL B (FCX) 0.1 $325k 5.5k 58.78
Ishares Tr Rus 1000 Etf (IWB) 0.1 $321k 900.00 356.56
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $319k 3.3k 97.22
Intel Corporation (INTC) 0.1 $312k 7.1k 44.13
Eli Lilly & Co. (LLY) 0.1 $312k 339.00 919.77
EastGroup Properties (EGP) 0.1 $306k 1.7k 185.10
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $295k 14k 20.59
Philip Morris International (PM) 0.1 $285k 1.7k 165.34
Oracle Corporation (ORCL) 0.1 $283k 1.9k 147.11
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $254k 4.7k 53.87
Ishares Tr Msci Eafe Etf (EFA) 0.1 $242k 2.5k 97.13
Spdr Series Trust State Street Spd (SPTM) 0.1 $235k 3.0k 79.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $233k 403.00 577.08
Shell Spon Ads (SHEL) 0.1 $228k 2.5k 92.98
Nxp Semiconductors N V (NXPI) 0.1 $227k 1.2k 196.86
Analog Devices (ADI) 0.1 $225k 708.00 318.14
Cigna Corp (CI) 0.1 $221k 830.00 266.75
S&p Global (SPGI) 0.1 $213k 500.00 425.34
Abbvie (ABBV) 0.1 $203k 934.00 217.52
Tidal Trust Ii Yieldmax Gold Mi (GDXY) 0.1 $201k 14k 13.98
Tidal Trust Ii Yieldmax Univers (YMAX) 0.1 $182k 23k 7.83
Gabelli Equity Trust (GAB) 0.1 $179k 32k 5.60