Legacy Wealth Management, LLC / Ms Reduced Holdings in Q3 2025

Legacy Wealth Management, LLC / Ms

  • $332 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-7.36K
- 59.72%
$303.93 - $329.86 $2.24M - $2.43M
4.96K $1.63B
MSFT
Microsoft Corp

Technology
-5.52K
- 10.64%
$491.09 - $535.64 $2.71M - $2.96M
46.4K $24B
PANW
Palo Alto Networks Inc

Technology
-5.42K
- 11.74%
$167.06 - $208.19 $905K - $1.13M
40.7K $8.3B
BSX
Boston Scientific Corp

Healthcare
-6.69K
- 13.41%
$97.03 - $108.14 $649K - $723K
43.2K $4.21B
V
Visa Inc.

Financial Services
-2.44K
- 11.87%
$332.09 - $358.86 $810K - $875K
18.1K $6.18B
AJG
Arthur J. Gallagher & Co.

Financial Services
-3.01K
- 22.3%
$284.17 - $319.49 $855K - $961K
10.5K $3.25B
HON
Honeywell International Inc

Industrials
-1.97K
- 10.87%
$207.7 - $240.4 $409K - $473K
16.1K $3.39B
ZTS
Zoetis Inc.

Healthcare
-3.77K
- 20.72%
$141.13 - $159.19 $532K - $600K
14.4K $2.11B
IEX
Idex Corp

Industrials
-3.11K
- 18.89%
$157.53 - $185.69 $490K - $577K
13.4K $2.17B
CB
Chubb LTD

Financial Services
-2.09K
- 14.18%
$265.99 - $289.59 $556K - $605K
12.6K $3.57B
COST
Costco Wholesale Corp

Consumer Defensive
-457
- 12.31%
$915.95 - $994.57 $419K - $455K
3.26K $3.01B
ABT
Abbott Laboratories

Healthcare
-4.11K
- 17.24%
$120.51 - $136.62 $495K - $561K
19.7K $2.64B
SYK
Stryker Corp

Healthcare
-976
- 11.49%
$368.57 - $403.53 $360K - $394K
7.52K $2.78B
MTDR
Matador Resources CO

Energy
-10.3K
- 35.88%
$44.93 - $52.55 $461K - $540K
18.4K $825M
WMT
Walmart Inc.

Consumer Defensive
-9.15K
- 11.67%
$94.4 - $104.27 $864K - $954K
69.3K $7.14B
EQH
Equitable Holdings, Inc.

Financial Services
-5.91K
- 15.05%
$50.09 - $55.88 $296K - $330K
33.3K $1.69B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.84K
- 5.99%
$211.65 - $238.24 $389K - $437K
28.8K $6.32B
DHR
Danaher Corp

Healthcare
-2.03K
- 10.83%
$181.46 - $212.2 $369K - $431K
16.7K $3.32B
ISRG
Intuitive Surgical Inc

Healthcare
-375
- 18.36%
$433.66 - $544.47 $163K - $204K
1.67K $746M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.21K
- 23.65%
$404.94 - $499.99 $896K - $1.11M
7.14K $3.46B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-13.1K
- 42.86%
$19.61 - $19.79 $257K - $260K
17.5K $345M
BAC
Bank Of America Corp

Financial Services
-11.3K
- 14.67%
$44.92 - $52.42 $505K - $590K
65.4K $3.38B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.98K
- 34.58%
$42.26 - $47.16 $295K - $329K
13.2K $612M
UNP
Union Pacific Corp

Industrials
-1.19K
- 17.32%
$214.91 - $237.16 $256K - $282K
5.68K $1.34B
FTV
Fortive Corp

Technology
-3.63K
- 19.75%
$46.55 - $53.34 $169K - $194K
14.8K $723M
UNH
Unitedhealth Group Inc

Healthcare
-2.06K
- 13.78%
$237.77 - $353.61 $490K - $728K
12.9K $4.45B
A
Agilent Technologies, Inc.

Healthcare
-2.18K
- 31.73%
$112.04 - $128.75 $244K - $281K
4.69K $602M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-450
- 32.17%
$459.11 - $506.91 $207K - $228K
949 $477M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-9.6K
- 21.04%
$20.41 - $20.67 $196K - $198K
36K $741M
JPM
Jpmorgan Chase & CO

Financial Services
-1.61K
- 12.96%
$282.78 - $316.06 $456K - $510K
10.8K $3.42B
XOM
Exxon Mobil Corp

Energy
-2.15K
- 15.03%
$105.83 - $117.22 $227K - $251K
12.1K $1.37B
AME
Ametek Inc

Industrials
-730
- 26.55%
$176.44 - $192.03 $129K - $140K
2.02K $380M
GAB
Gabelli Equity Trust Inc

Financial Services
-21.5K
- 40.8%
$5.81 - $6.32 $125K - $136K
31.2K $190M
CSCO
Cisco Systems, Inc.

Technology
-1.4K
- 28.99%
$66.2 - $71.79 $92.7K - $101K
3.43K $235M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.01K
- 23.55%
$92.26 - $97.51 $93K - $98.3K
3.27K $316M
COP
Conocophillips

Energy
-2.36K
- 7.33%
$91.0 - $98.99 $215K - $234K
29.9K $2.82B
RTX
Raytheon Technologies Corp

Industrials
-5.02K
- 13.76%
$144.19 - $167.33 $723K - $839K
31.4K $5.26B
META
Meta Platforms, Inc.

Communication Services
-58
- 1.37%
$695.21 - $791.73 $40.3K - $45.9K
4.18K $3.07B
HD
Home Depot, Inc.

Consumer Cyclical
-164
- 18.79%
$357.4 - $423.42 $58.6K - $69.4K
709 $287M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.02K
- 13.36%
$215.01 - $273.02 $218K - $277K
6.58K $1.65B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-336
- 5.55%
$181.56 - $190.33 $61K - $64K
5.72K $1.08B
HUBB
Hubbell Inc

Industrials
-225
- 5.21%
$410.51 - $450.93 $92.4K - $101K
4.09K $1.76B
VGT
Vanguard Information Technolog

ETFs
-85
- 9.57%
$656.44 - $753.15 $55.8K - $64K
803 $600M
MCD
Mcdonalds Corp

Consumer Cyclical
-159
- 3.12%
$291.67 - $316.99 $46.4K - $50.4K
4.94K $1.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-91
- 5.55%
$567.77 - $614.76 $51.7K - $55.9K
1.55K $949M
CVX
Chevron Corp

Energy
-196
- 4.62%
$145.57 - $161.83 $28.5K - $31.7K
4.05K $628M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.9K
- 12.99%
$121.35 - $144.54 $595K - $708K
32.8K $4.74B
IQV
Iqvia Holdings Inc.

Healthcare
-3.14K
- 14.14%
$157.68 - $200.82 $496K - $631K
19.1K $3.63B
LHX
L3 Harris Technologies, Inc.

Industrials
-1.65K
- 12.65%
$252.18 - $305.41 $416K - $504K
11.4K $3.48B
Activity Summary
Buys All Purchases 24 New Holdings 8 Increased Positions 16 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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