Legacy Wealth Management, LLC / Ms Incresed Positions in Q4 2025

Legacy Wealth Management, LLC / Ms

  • $375 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
44.4K
+ 13.86%
$179.83 - $207.04 $7.99M - $9.19M
365K $68B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.32K
+ 6.13%
$653.02 - $687.39 $3.47M - $3.66M
92K $62.8B
AAPL
Apple Inc.

Technology
9.43K
+ 9.41%
$245.27 - $275.25 $2.31M - $2.6M
110K $29.8B
GOOGL
Alphabet Inc.

Communication Services
5.05K
+ 13.55%
$236.57 - $291.31 $1.2M - $1.47M
42.4K $13.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.1K
+ 26.18%
$76.84 - $80.86 $2.77M - $2.92M
174K $13.9B
VTI
Vanguard Total Stock Market Et

ETFs
7.23K
+ 145.59%
$321.8 - $337.95 $2.33M - $2.44M
12.2K $4.09B
WMT
Walmart Inc.

Consumer Defensive
9.94K
+ 14.35%
$101.18 - $109.03 $1.01M - $1.08M
79.2K $8.83B
RTX
Raytheon Technologies Corp

Industrials
5.18K
+ 16.49%
$157.0 - $179.44 $814K - $930K
36.6K $6.72B
TMO
Thermo Fisher Scientific Inc.

Healthcare
980
+ 13.72%
$524.58 - $588.02 $514K - $576K
8.12K $4.71B
MSFT
Microsoft Corp

Technology
5.77K
+ 12.43%
$496.82 - $542.07 $2.86M - $3.13M
52.2K $25.2B
TJX
Tjx Companies Inc

Consumer Cyclical
4.87K
+ 14.84%
$138.56 - $147.63 $675K - $719K
37.7K $5.79B
IQV
Iqvia Holdings Inc.

Healthcare
1.55K
+ 8.09%
$198.17 - $223.55 $306K - $345K
20.6K $4.65B
CB
Chubb LTD

Financial Services
1.97K
+ 15.55%
$268.2 - $296.22 $527K - $582K
14.6K $4.56B
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 17.11%
$237.49 - $291.74 $318K - $391K
9.17K $2.88B
AMZN
Amazon Com Inc

Consumer Cyclical
2.66K
+ 9.24%
$213.04 - $254.0 $567K - $676K
31.5K $7.26B
BAC
Bank Of America Corp

Financial Services
11.4K
+ 17.42%
$48.65 - $54.11 $554K - $617K
76.8K $4.22B
JPM
Jpmorgan Chase & CO

Financial Services
1.71K
+ 15.77%
$294.11 - $320.41 $503K - $548K
12.5K $4.04B
DHR
Danaher Corp

Healthcare
260
+ 1.55%
$202.46 - $223.01 $52.6K - $58K
17K $3.89B
BSX
Boston Scientific Corp

Healthcare
6.64K
+ 15.37%
$94.95 - $104.98 $630K - $697K
49.8K $4.75B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
23.9K
+ 32.39%
$18.77 - $18.93 $449K - $453K
97.8K $1.84B
LHX
L3 Harris Technologies, Inc.

Industrials
1.91K
+ 16.74%
$283.87 - $306.76 $542K - $585K
13.3K $3.91B
ISRG
Intuitive Surgical Inc

Healthcare
393
+ 23.58%
$429.59 - $576.2 $169K - $226K
2.06K $1.17B
ABT
Abbott Laboratories

Healthcare
4.15K
+ 21.03%
$123.62 - $134.59 $513K - $558K
23.9K $2.99B
A
Agilent Technologies, Inc.

Healthcare
2.19K
+ 46.68%
$136.62 - $151.52 $299K - $332K
6.88K $936M
FTV
Fortive Corp

Technology
3.47K
+ 23.51%
$47.8 - $52.03 $166K - $181K
18.2K $1.01B
SYK
Stryker Corp

Healthcare
1.19K
+ 15.81%
$353.81 - $388.35 $420K - $461K
8.7K $3.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
494
+ 52.05%
$475.68 - $513.11 $235K - $253K
1.44K $725M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.01K
+ 28.69%
$242.98 - $310.48 $731K - $934K
13.5K $3.49B
UNP
Union Pacific Corp

Industrials
1.18K
+ 20.68%
$216.37 - $237.41 $254K - $279K
6.86K $1.59B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.1K
+ 30.78%
$20.53 - $20.66 $228K - $229K
47.1K $970M
HUBB
Hubbell Inc

Industrials
374
+ 9.14%
$408.46 - $472.57 $153K - $177K
4.47K $1.98B
COST
Costco Wholesale Corp

Consumer Defensive
467
+ 14.34%
$910.94 - $954.99 $425K - $446K
3.72K $3.21B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.86K
+ 56.35%
$19.7 - $19.78 $194K - $195K
27.4K $540M
LOW
Lowes Companies Inc

Consumer Cyclical
1.08K
+ 16.43%
$225.0 - $247.99 $243K - $268K
7.66K $1.85B
AME
Ametek Inc

Industrials
730
+ 36.14%
$179.28 - $202.11 $131K - $148K
2.75K $565M
AVGO
Broadcom Inc.

Technology
147
+ 1.85%
$324.63 - $385.98 $47.7K - $56.7K
8.11K $2.81B
EQH
Equitable Holdings, Inc.

Financial Services
5.91K
+ 17.71%
$44.61 - $51.16 $263K - $302K
39.2K $1.87B
RSP
Invesco S&P 500 Equal Weight E

ETFs
847
+ 14.82%
$185.12 - $192.11 $157K - $163K
6.56K $1.26B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.93K
+ 22.19%
$44.53 - $47.25 $130K - $138K
16.1K $756M
CSCO
Cisco Systems, Inc.

Technology
1.47K
+ 42.83%
$67.46 - $78.0 $99.1K - $115K
4.9K $377M
MCD
Mcdonalds Corp

Consumer Cyclical
411
+ 8.33%
$293.81 - $310.11 $121K - $127K
5.35K $1.63B
XOM
Exxon Mobil Corp

Energy
327
+ 2.7%
$110.64 - $119.78 $36.2K - $39.2K
12.5K $1.5B
CVX
Chevron Corp

Energy
934
+ 23.08%
$148.9 - $157.72 $139K - $147K
4.98K $759M
AXP
American Express CO

Financial Services
15
+ 0.5%
$316.26 - $372.77 $4.74K - $5.59K
3.02K $1.12B
LLY
Eli Lilly & CO

Healthcare
7
+ 2.14%
$799.57 - $1025.28 $5.6K - $7.18K
334 $359M
TSME
Thrivent ETF Tr Small Mid Cap
2.58K
+ 20.59%
N/A
15.1K $629M
HD
Home Depot, Inc.

Consumer Cyclical
419
+ 59.1%
$358.03 - $397.02 $150K - $166K
1.13K $388M
AMGN
Amgen Inc

Healthcare
16
+ 0.83%
$290.13 - $341.71 $4.64K - $5.47K
1.95K $639M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 5.87%
$600.51 - $631.95 $54.6K - $57.5K
1.64K $1.03B
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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