Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS as of June 30, 2026

Portfolio Holdings for Legacy Wealth Management, LLC / MS

Legacy Wealth Management, LLC / MS holds 114 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 18.5 $72M 360k 200.09
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 16.8 $65M 87k 746.77
Apple (AAPL) 8.2 $32M 110k 289.36
Spdr Series Trust St Str P500etf (SPYM) 6.8 $27M 303k 87.88
Microsoft Corporation (MSFT) 4.3 $17M 45k 373.02
Alphabet Cap Stk Cl A (GOOGL) 3.7 $14M 40k 357.37
Palo Alto Networks (PANW) 2.6 $10M 30k 341.02
Wal-Mart Stores (WMT) 2.1 $8.1M 72k 113.26
Amazon (AMZN) 1.8 $6.8M 29k 238.34
Raytheon Technologies Corp (RTX) 1.7 $6.8M 36k 189.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $6.4M 72k 89.20
Visa Com Cl A (V) 1.6 $6.1M 18k 343.09
TJX Companies (TJX) 1.3 $5.0M 33k 151.50
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $4.3M 12k 370.04
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.3M 12k 353.32
Micron Technology (MU) 1.1 $4.1M 3.5k 1154.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.0 $3.9M 37k 103.05
L3harris Technologies (LHX) 0.9 $3.5M 12k 290.58
Costco Wholesale Corporation (COST) 0.9 $3.5M 3.7k 935.36
Bank of America Corporation (BAC) 0.9 $3.4M 59k 56.98
Chubb (CB) 0.9 $3.3M 9.8k 340.74
Broadcom (AVGO) 0.8 $3.3M 8.7k 377.75
JPMorgan Chase & Co. (JPM) 0.8 $3.2M 9.9k 327.33
Meta Platforms Cl A (META) 0.8 $3.1M 5.5k 563.29
Arthur J. Gallagher & Co. (AJG) 0.6 $2.4M 11k 229.57
Hubbell (HUBB) 0.6 $2.3M 4.4k 523.21
Stryker Corporation (SYK) 0.6 $2.3M 7.3k 314.86
Thermo Fisher Scientific (TMO) 0.5 $2.1M 4.2k 501.36
IDEX Corporation (IEX) 0.5 $2.0M 8.8k 226.95
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $1.8M 99k 18.57
Boston Scientific Corporation (BSX) 0.5 $1.8M 43k 42.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $1.8M 8.6k 212.77
Abbott Laboratories (ABT) 0.5 $1.8M 20k 90.74
Applied Materials (AMAT) 0.5 $1.8M 2.5k 723.00
Danaher Corporation (DHR) 0.4 $1.8M 9.2k 190.48
Exxon Mobil Corporation (XOM) 0.4 $1.7M 12k 136.72
Lowe's Companies (LOW) 0.4 $1.7M 7.7k 220.49
South Plains Financial (SPFI) 0.4 $1.7M 39k 43.09
Union Pacific Corporation (UNP) 0.4 $1.5M 5.6k 272.00
Iqvia Holdings (IQV) 0.4 $1.5M 7.8k 193.22
Intel Corporation (INTC) 0.4 $1.5M 10k 139.63
Lam Research Corp Com New (LRCX) 0.3 $1.3M 3.1k 433.32
Equitable Holdings (EQH) 0.3 $1.3M 29k 43.88
Tesla Motors (TSLA) 0.3 $1.2M 3.0k 420.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 1.6k 686.81
Ge Vernova (GEV) 0.3 $1.0M 884.00 1175.22
Western Digital (WDC) 0.3 $1.0M 1.6k 638.72
At&t (T) 0.3 $1.0M 49k 20.70
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.3 $1.0M 61k 16.39
ConocoPhillips (COP) 0.2 $968k 9.3k 103.96
Honeywell International (HON) 0.2 $948k 4.2k 223.89
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $933k 46k 20.37
UnitedHealth (UNH) 0.2 $918k 2.2k 415.63
Chevron Corporation (CVX) 0.2 $903k 5.4k 165.76
Caterpillar (CAT) 0.2 $898k 843.00 1064.90
Freeport Mcmoran CL B (FCX) 0.2 $877k 14k 62.89
Advanced Micro Devices (AMD) 0.2 $866k 1.5k 580.91
Honeywell Aerospace (HONA) 0.2 $858k 3.9k 221.05
Servicenow (NOW) 0.2 $805k 8.1k 99.28
Ishares Tr S&p 100 Etf (OEF) 0.2 $789k 2.2k 365.95
Vanguard World Inf Tech Etf (VGT) 0.2 $768k 6.4k 119.52
Thrivent Etf Trust Smal Mid Cap Etf (TSME) 0.2 $759k 15k 52.37
Linde SHS (LIN) 0.2 $746k 1.4k 518.94
Calamos Conv Opportunities & Sh Ben Int (CHI) 0.2 $741k 55k 13.44
Amgen (AMGN) 0.2 $713k 2.0k 362.12
Calamos Conv & High Income F Com Shs (CHY) 0.2 $698k 51k 13.62
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $696k 42k 16.65
Blackstone Group Inc Com Cl A (BX) 0.2 $665k 5.7k 117.66
Fortive (FTV) 0.2 $653k 11k 61.09
Intuitive Surgical Com New (ISRG) 0.2 $642k 1.6k 397.68
Fifth Third Ban (FITB) 0.2 $617k 11k 56.37
Cisco Systems (CSCO) 0.2 $586k 5.0k 117.46
Blackrock (BLK) 0.1 $582k 605.00 961.81
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.1 $516k 25k 20.51
McDonald's Corporation (MCD) 0.1 $500k 1.9k 270.27
Vertiv Holdings Com Cl A (VRT) 0.1 $482k 1.4k 334.72
Trustmark Corporation (TRMK) 0.1 $474k 10k 46.01
Kkr & Co (KKR) 0.1 $463k 5.0k 91.78
Leidos Holdings (LDOS) 0.1 $446k 4.3k 102.97
Eli Lilly & Co. (LLY) 0.1 $443k 369.00 1199.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $430k 7.0k 61.46
Nextera Energy (NEE) 0.1 $419k 4.8k 87.77
Delta Air Lines Com New (DAL) 0.1 $414k 4.4k 93.66
Home Depot (HD) 0.1 $404k 1.1k 352.75
Tidal Trust Ii Yield Unive Etfs (YMAX) 0.1 $390k 48k 8.08
Crowdstrike Hldgs Cl A (CRWD) 0.1 $390k 511.00 763.14
Avery Dennison Corporation (AVY) 0.1 $364k 2.2k 162.35
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $362k 3.3k 110.31
Baker Hughes Company Cl A (BKR) 0.1 $360k 6.5k 55.50
Ishares Tr Rus 1000 Etf (IWB) 0.1 $358k 875.00 409.50
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $354k 18k 19.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $354k 6.3k 56.48
Johnson & Johnson (JNJ) 0.1 $344k 1.4k 253.89
Keurig Dr Pepper (KDP) 0.1 $344k 11k 32.73
EastGroup Properties (EGP) 0.1 $337k 1.7k 202.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $334k 668.00 500.39
Nxp Semiconductors N V (NXPI) 0.1 $324k 1.2k 281.03
Fortinet (FTNT) 0.1 $313k 2.0k 153.62
Astrazeneca Ord (AZN) 0.1 $308k 1.6k 189.62
Oracle Corporation (ORCL) 0.1 $304k 2.1k 146.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $297k 403.00 736.27
Masco Corporation (MAS) 0.1 $294k 3.6k 81.37
Lennar Corp Cl A (LEN) 0.1 $294k 3.3k 90.49
Analog Devices (ADI) 0.1 $281k 708.00 397.17
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.1 $271k 3.0k 90.79
Zoetis Cl A (ZTS) 0.1 $257k 3.6k 71.86
Abbvie (ABBV) 0.1 $255k 1.0k 251.53
Cigna Corp (CI) 0.1 $250k 907.00 275.68
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $250k 4.7k 53.08
Ishares Tr Russell 2000 Etf (IWM) 0.1 $234k 778.00 300.29
Ametek (AME) 0.1 $230k 950.00 241.94
Goldman Sachs (GS) 0.1 $205k 203.00 1011.37
S&p Global (SPGI) 0.1 $204k 500.00 407.26
Gabelli Equity Trust (GAB) 0.0 $182k 32k 5.66