Legacy Wealth Management, LLC / Ms Reduced Holdings in Q4 2024

Legacy Wealth Management, LLC / Ms

  • $252 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.74K
- 5.61%
$567.81 - $607.81 $3.26M - $3.49M
96.6K $56.6B
NVDA
Nvidia Corp

Technology
-15.4K
- 36.08%
$117.0 - $148.88 $1.81M - $2.3M
27.3K $3.67B
VTI
Vanguard Total Stock Market Et

ETFs
-5.45K
- 29.05%
$280.04 - $302.45 $1.52M - $1.65M
13.3K $3.85B
DHR
Danaher Corp

Healthcare
-840
- 5.92%
$226.16 - $274.52 $190K - $231K
13.3K $3.06B
UNH
Unitedhealth Group Inc

Healthcare
-247
- 2.91%
$485.52 - $625.25 $120K - $154K
8.24K $4.17B
ZTS
Zoetis Inc.

Healthcare
-891
- 4.5%
$162.24 - $194.42 $145K - $173K
18.9K $3.08B
MSFT
Microsoft Corp

Technology
-920
- 2.05%
$406.35 - $454.46 $374K - $418K
44K $18.5B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-579
- 13.44%
$501.29 - $612.85 $290K - $355K
3.73K $1.94B
LHX
L3 Harris Technologies, Inc.

Industrials
-889
- 6.41%
$208.94 - $264.22 $186K - $235K
13K $2.73B
XOM
Exxon Mobil Corp

Energy
-1.79K
- 5.66%
$105.51 - $125.37 $188K - $224K
29.7K $3.2B
RTX
Raytheon Technologies Corp

Industrials
-2.17K
- 5.22%
$114.45 - $127.21 $248K - $275K
39.3K $4.55B
LOW
Lowes Companies Inc

Consumer Cyclical
-995
- 11.25%
$244.52 - $284.07 $243K - $283K
7.85K $1.94B
ES
Eversource Energy

Utilities
-3.28K
- 17.06%
$55.9 - $67.73 $183K - $222K
16K $916M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.46K
- 51.11%
$87.25 - $95.52 $389K - $426K
4.27K $377M
CB
Chubb LTD

Financial Services
-690
- 4.36%
$271.57 - $301.89 $187K - $208K
15.1K $4.18B
AMZN
Amazon Com Inc

Consumer Cyclical
-3.21K
- 24.87%
$180.88 - $232.93 $581K - $749K
9.71K $2.13B
ORCL
Oracle Corp

Technology
-1.41K
- 36.22%
$165.41 - $192.43 $232K - $270K
2.47K $412M
SYK
Stryker Corp

Healthcare
-655
- 6.99%
$345.14 - $392.15 $226K - $257K
8.72K $3.14B
CPK
Chesapeake Utilities Corp

Utilities
-1.6K
- 8.43%
$116.24 - $133.18 $185K - $212K
17.3K $2.1B
AJG
Arthur J. Gallagher & Co.

Financial Services
-770
- 5.03%
$278.49 - $315.16 $214K - $243K
14.5K $4.13B
Linde PLC
-205
- 12.63%
N/A
1.42K $594M
ABT
Abbott Laboratories

Healthcare
-1.29K
- 4.94%
$111.93 - $119.39 $144K - $154K
24.7K $2.8B
FTV
Fortive Corp

Technology
-1.19K
- 5.9%
$71.16 - $79.68 $84.7K - $94.8K
19K $1.42B
UNP
Union Pacific Corp

Industrials
-88
- 1.24%
$223.15 - $249.32 $19.6K - $21.9K
7K $1.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-265
- 14.41%
$442.29 - $483.08 $117K - $128K
1.57K $713M
BX
Blackstone Inc.

Financial Services
-1.35K
- 25.59%
$148.45 - $199.05 $200K - $268K
3.92K $675M
ABBV
Abb Vie Inc.

Healthcare
-409
- 25.2%
$164.99 - $203.87 $67.5K - $83.4K
1.21K $216M
ETN
Eaton Corp PLC

Industrials
-267
- 23.0%
$326.96 - $377.52 $87.3K - $101K
894 $297M
CVX
Chevron Corp

Energy
-467
- 7.93%
$141.15 - $162.53 $65.9K - $75.9K
5.42K $785M
COST
Costco Wholesale Corp

Consumer Defensive
-200
- 4.96%
$873.59 - $994.69 $175K - $199K
3.83K $3.51B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-100
- 7.52%
$311.11 - $335.64 $31.1K - $33.6K
1.23K $396M
WBS
Webster Financial Corp

Financial Services
-1.18K
- 19.75%
$44.33 - $62.82 $52.3K - $74.1K
4.8K $265M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.15K
- 2.87%
$112.15 - $127.2 $129K - $146K
38.9K $4.7B
BSX
Boston Scientific Corp

Healthcare
-3.31K
- 5.96%
$83.62 - $91.5 $277K - $303K
52.3K $4.67B
GOOGL
Alphabet Inc.

Communication Services
-5.52K
- 11.73%
$161.86 - $196.66 $894K - $1.09M
41.6K $7.87B
AAPL
Apple Inc.

Technology
-4.78K
- 6.46%
$221.69 - $259.02 $1.06M - $1.24M
69.2K $17.3B
MTDR
Matador Resources CO

Energy
-2.31K
- 7.13%
$50.33 - $60.91 $116K - $140K
30K $1.69B
AVGO
Broadcom Inc.

Technology
-1.97K
- 20.57%
$159.67 - $250.0 $314K - $492K
7.6K $1.76B
HON
Honeywell International Inc

Industrials
-900
- 5.2%
$202.84 - $236.0 $183K - $212K
16.4K $3.71B
EQH
Equitable Holdings, Inc.

Financial Services
-265
- 0.65%
$41.59 - $50.4 $11K - $13.4K
40.6K $1.92B
BAC
Bank Of America Corp

Financial Services
-3.1K
- 3.76%
$39.22 - $47.77 $122K - $148K
79.2K $3.48B
JPM
Jpmorgan Chase & CO

Financial Services
-275
- 2.09%
$205.18 - $250.29 $56.4K - $68.8K
12.9K $3.09B
WMT
Walmart Inc.

Consumer Defensive
-3.34K
- 3.91%
$79.1 - $95.7 $264K - $320K
82.1K $7.42B
V
Visa Inc.

Financial Services
-1.78K
- 6.54%
$273.87 - $320.91 $488K - $572K
25.5K $8.06B
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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