Legacy Wealth Management, LLC / Ms has filed its 13F form on July 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $329 Billion distributed in 90 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 $56.8B, Nvidia Corp with a value of $50.4B, Microsoft Corp with a value of $25.8B, Apple Inc. with a value of $22.4B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.5B.
Examining the 13F form we can see an increase of $22.9B in the current position value, from $306B to 329B.
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
$329 Billion
Technology: $116 Billion
ETFs: $81.2 Billion
Healthcare: $33.4 Billion
Financial Services: $29.7 Billion
Industrials: $20 Billion
Consumer Cyclical: $14.9 Billion
Communication Services: $13.8 Billion
Consumer Defensive: $11.9 Billion
Other: $6.93 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
