Legacy Wealth Management, LLC / Ms has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $306 Billion distributed in 97 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 $54.1B, Apple Inc. with a value of $53.4B, Microsoft Corp with a value of $19.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.52B, and Visa Inc. with a value of $8.19B.
Examining the 13F form we can see an increase of $54.2B in the current position value, from $252B to 306B.
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
$306 Billion
Technology: $92.1 Billion
ETFs: $78.2 Billion
Healthcare: $37 Billion
Financial Services: $31.9 Billion
Industrials: $14.9 Billion
Communication Services: $13.3 Billion
Consumer Cyclical: $13.2 Billion
Consumer Defensive: $11.3 Billion
Other: $12 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
