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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$58.7 Billion 21.57% of portfolio
102,343
Q3 2024 Reduced 0.13%
$0
$8.41 Billion 3.09% of portfolio
124,580
Q3 2024 Added 8.49%
$0
$5.31 Billion 1.95% of portfolio
18,743
Q3 2024 Reduced 0.93%
$0
$2.11 Billion 0.77% of portfolio
3,991
Q3 2024 Added 2.33%
$0
$1.62 Billion 0.59% of portfolio
82,000
Q3 2024 New
$0
$1.16 Billion 0.42% of portfolio
59,100
Q3 2024 Added 257.1%
$0
$1.06 Billion 0.39% of portfolio
51,375
Q3 2024 Added 321.97%
$0
$1.05 Billion 0.39% of portfolio
1,792
Q3 2024 New
$0
$922 Million 0.34% of portfolio
5,146
Q3 2024 Added 264.96%
$0
$802 Million 0.29% of portfolio
39,000
Q3 2024 New
$0
$769 Million 0.28% of portfolio
8,730
Q3 2024 New
$0
$492 Million 0.18% of portfolio
7,027
Q3 2024 Added 85.85%
$0
$418 Million 0.15% of portfolio
1,330
Q2 2024 Reduced 20.83%
$0
$372 Million 0.14% of portfolio
1,685
Q3 2024 New
$0
$343 Million 0.13% of portfolio
10,327
Q3 2024 New
$0
$240 Million 0.09% of portfolio
11,375
Q3 2024 New
$0
$208 Million 0.08% of portfolio
750
Q3 2024 New

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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