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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.6 Billion 22.49% of portfolio
96,603
Q4 2024 Reduced 5.61%
$3.17T
$18.5 Billion 7.36% of portfolio
43,975
Q4 2024 Reduced 2.05%
$3.67T
$17.3 Billion 6.88% of portfolio
69,166
Q4 2024 Reduced 6.46%
$0
$8.84 Billion 3.51% of portfolio
128,207
Q4 2024 Added 2.91%
$53B
$8.54 Billion 3.39% of portfolio
46,940
Q4 2024 Added 87.9%
$519B
$8.06 Billion 3.2% of portfolio
25,491
Q4 2024 Reduced 6.54%
$1.15T
$7.87 Billion 3.13% of portfolio
41,555
Q4 2024 Reduced 11.73%
$248B
$7.42 Billion 2.95% of portfolio
82,083
Q4 2024 Reduced 3.91%
$141B
$4.7 Billion 1.87% of portfolio
38,873
Q4 2024 Reduced 2.87%
$141B
$4.67 Billion 1.85% of portfolio
52,255
Q4 2024 Reduced 5.96%
$177B
$4.55 Billion 1.81% of portfolio
39,340
Q4 2024 Reduced 5.22%
$478B
$4.17 Billion 1.66% of portfolio
8,244
Q4 2024 Reduced 2.91%
$114B
$4.18 Billion 1.66% of portfolio
15,138
Q4 2024 Reduced 4.36%
$62.2B
$4.13 Billion 1.64% of portfolio
14,541
Q4 2024 Reduced 5.03%
$0
$3.85 Billion 1.53% of portfolio
13,298
Q4 2024 Reduced 29.05%
$150B
$3.71 Billion 1.47% of portfolio
16,421
Q4 2024 Reduced 5.2%
$407B
$3.51 Billion 1.4% of portfolio
3,833
Q4 2024 Reduced 4.96%
$374B
$3.48 Billion 1.38% of portfolio
79,245
Q4 2024 Reduced 3.76%
$464B
$3.2 Billion 1.27% of portfolio
29,742
Q4 2024 Reduced 5.66%
$144B
$3.14 Billion 1.25% of portfolio
8,716
Q4 2024 Reduced 6.99%
$746B
$3.09 Billion 1.23% of portfolio
12,893
Q4 2024 Reduced 2.09%
$79.3B
$3.08 Billion 1.22% of portfolio
18,914
Q4 2024 Reduced 4.5%
$176B
$3.06 Billion 1.22% of portfolio
13,345
Q4 2024 Reduced 5.92%
$199B
$2.8 Billion 1.11% of portfolio
24,729
Q4 2024 Reduced 4.94%
$41.8B
$2.73 Billion 1.08% of portfolio
12,977
Q4 2024 Reduced 6.41%
$0
$2.64 Billion 1.05% of portfolio
144,075
Q4 2024 New
$0
$2.15 Billion 0.85% of portfolio
3,991
Q3 2024 Added 2.33%
$2.25T
$2.13 Billion 0.85% of portfolio
9,708
Q4 2024 Reduced 24.87%
$2.19B
$2.1 Billion 0.84% of portfolio
17,330
Q4 2024 Reduced 8.43%
$161B
$1.94 Billion 0.77% of portfolio
7,850
Q4 2024 Reduced 11.25%
$220B
$1.94 Billion 0.77% of portfolio
3,729
Q4 2024 Reduced 13.44%
$19.4B
$1.92 Billion 0.76% of portfolio
40,605
Q4 2024 Reduced 0.65%
$92.9B
$1.76 Billion 0.7% of portfolio
7,604
Q4 2024 Reduced 20.57%
$7.49B
$1.69 Billion 0.67% of portfolio
30,015
Q4 2024 Reduced 7.13%
$1.18T
$1.64 Billion 0.65% of portfolio
8,623
Q3 2024 Reduced 1.6%
$144B
$1.6 Billion 0.63% of portfolio
6,996
Q4 2024 Reduced 1.24%
$206B
$1.57 Billion 0.62% of portfolio
5,423
Q3 2024 Added 6.44%
$27.8B
$1.42 Billion 0.57% of portfolio
18,986
Q4 2024 Reduced 5.9%
$157B
$1.17 Billion 0.47% of portfolio
51,519
Q4 2024 Added 8.78%
$206B
$1.15 Billion 0.46% of portfolio
2,210
Q3 2022 Added 3.51%
$43.2B
$1.04 Billion 0.41% of portfolio
14,081
Q3 2024 Added 48.6%
$0
$951 Million 0.38% of portfolio
5,426
Q4 2024 Added 5.44%
$386B
$920 Million 0.37% of portfolio
6,360
Q3 2024 Added 0.74%
$20.1B
$916 Million 0.36% of portfolio
15,950
Q4 2024 Reduced 17.06%
$233B
$890 Million 0.35% of portfolio
3,000
Q4 2019 New
$268B
$855 Million 0.34% of portfolio
3,873
Q3 2023 Reduced 3.99%
$0
$801 Million 0.32% of portfolio
39,805
Q4 2024 Added 2.06%
$312B
$785 Million 0.31% of portfolio
5,422
Q4 2024 Reduced 7.93%
$79.5B
$781 Million 0.31% of portfolio
3,800
Q2 2024 Reduced 5.8%

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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