Legacy Wealth Management, LLC / Ms Portfolio Holdings

Legacy Wealth Management, LLC / Ms

  • $252 Billion
  • Q4 2024

Legacy Wealth Management, LLC / Ms has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $252 Billion distributed in 88 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 $56.6B, Microsoft Corp with a value of $18.5B, Apple Inc. with a value of $17.3B, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.84B, and Palo Alto Networks Inc with a value of $8.54B.

Examining the 13F form we can see an decrease of $20.6B in the current position value, from $272B to 252B.

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 $252 Billion
ETFs: $80.1 Billion
Technology: $53.9 Billion
Financial Services: $31.7 Billion
Healthcare: $27.2 Billion
Industrials: $13.9 Billion
Communication Services: $11.5 Billion
Consumer Defensive: $11.5 Billion
Consumer Cyclical: $10.8 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$590 Million 0.23% of portfolio
49,411
Q4 2024 New
$0
$561 Million 0.22% of portfolio
46,251
Q4 2024 Added 0.1%
$0
$403 Million 0.16% of portfolio
74,976
Q4 2024 Added 53.19%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $252 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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