Legacy Wealth Management, LLC / Ms Portfolio Holdings

Legacy Wealth Management, LLC / Ms

  • $306 Billion
  • Q1 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$299 Million 0.1% of portfolio
18,458
Q1 2025 New
$0
$135 Million 0.04% of portfolio
13,365
Q1 2025 Reduced 71.1%
$0
$128 Million 0.04% of portfolio
13,302
Q1 2025 Reduced 73.08%
$0
$102 Million 0.03% of portfolio
18,551
Q1 2025 Reduced 75.26%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $306 Billion
  • Prior Value $252 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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