Legacy Wealth Management, LLC / Ms Incresed Positions in Q3 2024

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.23K
+ 7.61%
$207.23 - $234.82 $1.08M - $1.23M
73.9K $17.2B
NVDA
Nvidia Corp

Technology
16.1K
+ 60.47%
$98.91 - $134.91 $1.59M - $2.17M
42.8K $5.19B
WMT
Walmart Inc.

Consumer Defensive
1.91K
+ 2.28%
$66.91 - $81.4 $128K - $155K
85.4K $6.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.75K
+ 8.49%
$60.84 - $67.51 $593K - $658K
125K $8.41B
AMZN
Amazon Com Inc

Consumer Cyclical
5.57K
+ 75.69%
$161.02 - $200.0 $896K - $1.11M
12.9K $2.41B
RTX
Raytheon Technologies Corp

Industrials
1.01K
+ 2.49%
$99.55 - $123.34 $100K - $124K
41.5K $5.03B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
42.6K
+ 257.1%
$19.2 - $19.63 $817K - $835K
59.1K $1.16B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39.2K
+ 321.97%
$20.47 - $20.71 $802K - $812K
51.4K $1.06B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.74K
+ 264.96%
$162.83 - $179.16 $608K - $669K
5.15K $922M
V
Visa Inc.

Financial Services
655
+ 2.46%
$253.74 - $291.56 $166K - $191K
27.3K $7.5B
TMO
Thermo Fisher Scientific Inc.

Healthcare
244
+ 6.0%
$531.86 - $624.21 $130K - $152K
4.31K $2.66B
MCD
Mcdonalds Corp

Consumer Cyclical
328
+ 6.44%
$245.82 - $304.51 $80.6K - $99.9K
5.42K $1.65B
ABT
Abbott Laboratories

Healthcare
186
+ 0.72%
$100.07 - $118.13 $18.6K - $22K
26K $2.97B
AVGO
Broadcom Inc.

Technology
8.72K
+ 1020.96%
$136.27 - $1745.86 $1.19M - $15.2M
9.57K $1.65B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.25K
+ 85.85%
$63.28 - $70.06 $205K - $227K
7.03K $492M
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 2.7%
$801.83 - $917.05 $85K - $97.2K
4.03K $3.58B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
339
+ 22.6%
$405.19 - $478.57 $137K - $162K
1.84K $846M
JPM
Jpmorgan Chase & CO

Financial Services
500
+ 3.95%
$194.9 - $224.8 $97.5K - $112K
13.2K $2.78B
HD
Home Depot, Inc.

Consumer Cyclical
387
+ 42.95%
$333.64 - $405.2 $129K - $157K
1.29K $522M
BLK
Black Rock Inc.

Financial Services
103
+ 20.6%
$782.27 - $949.51 $80.6K - $97.8K
603 $573M
GOOGL
Alphabet Inc.

Communication Services
5.09K
+ 12.13%
$148.65 - $191.18 $757K - $973K
47.1K $7.81B
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 14.61%
$62.69 - $73.01 $76.9K - $89.6K
9.63K $692M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 2.33%
$475.2 - $527.7 $43.2K - $48K
3.99K $2.11B
PANW
Palo Alto Networks Inc

Technology
182
+ 0.73%
$294.18 - $368.01 $53.5K - $67K
25K $8.54B
MSFT
Microsoft Corp

Technology
1.93K
+ 4.5%
$395.15 - $467.56 $764K - $904K
44.9K $19.3B
JNJ
Johnson & Johnson

Healthcare
47
+ 0.74%
$145.48 - $167.38 $6.84K - $7.87K
6.36K $1.03B
EW
Edwards Lifesciences Corp

Healthcare
4.61K
+ 48.6%
$59.7 - $93.78 $275K - $432K
14.1K $929M
TRMK
Trustmark Corp

Financial Services
1K
+ 10.31%
$29.23 - $35.42 $29.2K - $35.4K
10.7K $340M
Activity Summary
Buys All Purchases 54 New Holdings 25 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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