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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.1 Billion 17.7% of portfolio
96,785
Q1 2025 Added 0.19%
$3.57T
$53.4 Billion 17.44% of portfolio
240,181
Q1 2025 Added 247.25%
$2.8T
$19.8 Billion 6.49% of portfolio
52,875
Q1 2025 Added 20.24%
$0
$9.52 Billion 3.11% of portfolio
144,816
Q1 2025 Added 12.95%
$573B
$8.19 Billion 2.68% of portfolio
23,377
Q1 2025 Reduced 8.29%
$51.1B
$8.17 Billion 2.67% of portfolio
47,864
Q1 2025 Added 1.97%
$922B
$7.31 Billion 2.39% of portfolio
47,242
Q1 2025 Added 13.69%
$238B
$7.04 Billion 2.3% of portfolio
80,176
Q1 2025 Reduced 2.32%
$195B
$5.37 Billion 1.75% of portfolio
10,783
Q1 2025 Added 189.17%
$144B
$5.22 Billion 1.71% of portfolio
51,790
Q1 2025 Reduced 0.89%
$195B
$5.06 Billion 1.65% of portfolio
38,217
Q1 2025 Reduced 2.85%
$270B
$5.02 Billion 1.64% of portfolio
46,293
Q1 2025 Added 69.34%
$72.6B
$4.94 Billion 1.61% of portfolio
14,311
Q1 2025 Reduced 1.58%
$141B
$4.73 Billion 1.55% of portfolio
38,873
Q4 2024 Reduced 2.87%
$1.94T
$4.68 Billion 1.53% of portfolio
24,594
Q1 2025 Added 153.34%
$125B
$4.57 Billion 1.49% of portfolio
15,138
Q4 2024 Reduced 4.36%
$142B
$3.88 Billion 1.27% of portfolio
18,336
Q1 2025 Added 11.66%
$419B
$3.63 Billion 1.18% of portfolio
3,833
Q4 2024 Reduced 4.96%
$0
$3.53 Billion 1.15% of portfolio
12,844
Q1 2025 Reduced 3.41%
$32.7B
$3.42 Billion 1.12% of portfolio
19,427
Q1 2025 New
$335B
$3.29 Billion 1.08% of portfolio
78,870
Q1 2025 Reduced 0.47%
$232B
$3.28 Billion 1.07% of portfolio
24,730
Q1 2025 Added 0.0%
$141B
$3.24 Billion 1.06% of portfolio
8,716
Q4 2024 Reduced 6.99%
$720B
$3.2 Billion 1.05% of portfolio
13,043
Q1 2025 Added 1.16%
$34.6B
$3.18 Billion 1.04% of portfolio
27,205
Q1 2025 New
$77.1B
$3.09 Billion 1.01% of portfolio
18,789
Q1 2025 Reduced 0.66%
$1.3T
$2.94 Billion 0.96% of portfolio
5,101
Q1 2025 New
$134B
$2.94 Billion 0.96% of portfolio
28,006
Q1 2025 Added 262.3%
$6.04B
$2.91 Billion 0.95% of portfolio
56,955
Q1 2025 Added 89.76%
$40.1B
$2.77 Billion 0.9% of portfolio
13,227
Q1 2025 Added 1.93%
$149B
$2.74 Billion 0.89% of portfolio
13,345
Q4 2024 Reduced 5.92%
$0
$2.67 Billion 0.87% of portfolio
143,875
Q1 2025 Reduced 0.14%
$496B
$2.58 Billion 0.84% of portfolio
21,726
Q1 2025 Reduced 26.95%
$19.6B
$2.12 Billion 0.69% of portfolio
40,605
Q4 2024 Reduced 0.65%
$145B
$1.83 Billion 0.6% of portfolio
7,850
Q4 2024 Reduced 11.25%
$202B
$1.73 Billion 0.56% of portfolio
61,016
Q1 2025 Added 18.43%
$145B
$1.65 Billion 0.54% of portfolio
6,996
Q4 2024 Reduced 1.24%
$230B
$1.59 Billion 0.52% of portfolio
5,095
Q1 2025 Reduced 6.05%
$2.27B
$1.6 Billion 0.52% of portfolio
12,470
Q1 2025 Reduced 28.04%
$67.8B
$1.45 Billion 0.47% of portfolio
8,644
Q1 2025 Added 13.68%
$25.9B
$1.38 Billion 0.45% of portfolio
18,921
Q1 2025 Reduced 0.34%
$951B
$1.35 Billion 0.44% of portfolio
8,623
Q3 2024 Reduced 1.6%
$0
$1.22 Billion 0.4% of portfolio
7,061
Q1 2025 Added 30.13%
$175B
$1.09 Billion 0.36% of portfolio
2,210
Q3 2022 Added 3.51%
$683B
$1.02 Billion 0.33% of portfolio
1,913
Q1 2025 Added 21.54%
$0
$971 Million 0.32% of portfolio
1,790
Q1 2025 Added 100.22%
$0
$923 Million 0.3% of portfolio
10,846
Q1 2025 Added 154.12%
$99.4B
$865 Million 0.28% of portfolio
7,482
Q1 2025 Added 48.22%
$0
$871 Million 0.28% of portfolio
42,814
Q1 2025 Added 7.56%

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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