Legacy Wealth Management, LLC / Ms Portfolio Holdings

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024

Legacy Wealth Management, LLC / Ms has filed its 13F form on December 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $272 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $58.7B, Microsoft Corp with a value of $19.3B, Apple Inc. with a value of $17.2B, Palo Alto Networks Inc with a value of $8.54B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $8.41B.

Examining the 13F form we can see an increase of $35.5B in the current position value, from $237B to 272B.

Legacy Wealth Management, LLC / Ms is based out at Ridgeland, MS

Below you can find more details about Legacy Wealth Management, LLC / Ms portfolio as well as his latest detailed transactions.

Portfolio value $272 Billion
ETFs: $84.2 Billion
Technology: $57 Billion
Financial Services: $30.8 Billion
Healthcare: $30.3 Billion
Consumer Defensive: $16.8 Billion
Industrials: $15.3 Billion
Consumer Cyclical: $13.9 Billion
Communication Services: $11.5 Billion
Other: $11.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$19.3 Billion 7.1% of portfolio
44,895
Q3 2024 Added 4.5%
$4.02T
$17.2 Billion 6.33% of portfolio
73,945
Q3 2024 Added 7.61%
$54.4B
$8.54 Billion 3.14% of portfolio
24,982
Q3 2024 Added 0.73%
$1.13T
$7.81 Billion 2.87% of portfolio
47,077
Q3 2024 Added 12.13%
$517B
$7.5 Billion 2.75% of portfolio
27,274
Q3 2024 Added 2.46%
$245B
$6.9 Billion 2.53% of portfolio
85,424
Q3 2024 Added 2.28%
$335B
$5.19 Billion 1.91% of portfolio
42,765
Q3 2024 Added 60.47%
$170B
$5.03 Billion 1.85% of portfolio
41,505
Q3 2024 Added 2.49%
$473B
$4.96 Billion 1.82% of portfolio
8,491
Q3 2024 Reduced 2.02%
$140B
$4.7 Billion 1.73% of portfolio
40,023
Q4 2023 Reduced 1.09%
$128B
$4.66 Billion 1.71% of portfolio
55,565
Q3 2024 Reduced 0.88%
$115B
$4.56 Billion 1.68% of portfolio
15,828
Q4 2023 Reduced 0.88%
$59.7B
$4.31 Billion 1.58% of portfolio
15,311
Q3 2024 Reduced 0.97%
$167B
$3.94 Billion 1.45% of portfolio
14,185
Q3 2024 Reduced 0.04%
$76.3B
$3.87 Billion 1.42% of portfolio
19,805
Q3 2024 Reduced 1.52%
$448B
$3.7 Billion 1.36% of portfolio
31,527
Q2 2024 Added 770.43%
$406B
$3.58 Billion 1.31% of portfolio
4,033
Q3 2024 Added 2.7%
$136B
$3.39 Billion 1.24% of portfolio
9,371
Q3 2024 Reduced 0.11%
$40.2B
$3.3 Billion 1.21% of portfolio
13,866
Q2 2024 Reduced 1.07%
$353B
$3.27 Billion 1.2% of portfolio
82,345
Q1 2024 Reduced 0.9%
$198B
$2.97 Billion 1.09% of portfolio
26,015
Q3 2024 Added 0.72%
$144B
$2.88 Billion 1.06% of portfolio
44,410
Q4 2023 Reduced 0.68%
$703B
$2.78 Billion 1.02% of portfolio
13,168
Q3 2024 Added 3.95%
$24.9B
$2.75 Billion 1.01% of portfolio
14,355
Q3 2024 Reduced 1.61%
$204B
$2.66 Billion 0.98% of portfolio
4,308
Q3 2024 Added 6.0%
$2.24T
$2.41 Billion 0.88% of portfolio
12,922
Q3 2024 Added 75.69%
$153B
$2.4 Billion 0.88% of portfolio
8,845
Q3 2024 Reduced 4.07%
$2.15B
$2.35 Billion 0.86% of portfolio
18,925
Q3 2024 Reduced 0.13%
$22.3B
$2.23 Billion 0.82% of portfolio
5,719
Q3 2024 Reduced 1.8%
$140B
$1.75 Billion 0.64% of portfolio
7,084
Q3 2023 Reduced 1.08%
$17.7B
$1.72 Billion 0.63% of portfolio
40,870
Q1 2022 Added 0.33%
$213B
$1.65 Billion 0.61% of portfolio
5,423
Q3 2024 Added 6.44%
$93.9B
$1.65 Billion 0.61% of portfolio
9,573
Q3 2024 Added 1,020.96%
$6.65B
$1.6 Billion 0.59% of portfolio
32,320
Q3 2024 Reduced 1.67%
$26.5B
$1.59 Billion 0.58% of portfolio
20,176
Q3 2022 Reduced 2.77%
$1.16T
$1.44 Billion 0.53% of portfolio
8,623
Q3 2024 Reduced 1.6%
$19.9B
$1.31 Billion 0.48% of portfolio
19,230
Q3 2024 Reduced 11.24%
$184B
$1.09 Billion 0.4% of portfolio
2,210
Q3 2022 Added 3.51%
$162B
$1.04 Billion 0.38% of portfolio
47,362
Q3 2024 New
$378B
$1.03 Billion 0.38% of portfolio
6,360
Q3 2024 Added 0.74%
$45.8B
$929 Million 0.34% of portfolio
14,081
Q3 2024 Added 48.6%
$284B
$867 Million 0.32% of portfolio
5,889
Q1 2024 Reduced 0.42%
$590B
$846 Million 0.31% of portfolio
1,839
Q3 2024 Added 22.6%
$9.1B
$815 Million 0.3% of portfolio
9,420
Q4 2023 Reduced 32.33%
$122B
$806 Million 0.3% of portfolio
5,264
Q3 2024 New
$222B
$814 Million 0.3% of portfolio
3,000
Q4 2019 New
$275B
$799 Million 0.29% of portfolio
3,873
Q3 2023 Reduced 3.99%
$19.7B
$707 Million 0.26% of portfolio
4,335
Q4 2021 New
$269B
$692 Million 0.25% of portfolio
9,627
Q3 2024 Added 14.61%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $272 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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