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 Market Cap. of $200 Billions or more
