Legacy Wealth Management, LLC / Ms has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $332 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $59.8B, Spdr S&P 500 ETF Trust with a value of $57.8B, Apple Inc. with a value of $25.5B, Microsoft Corp with a value of $24B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.8B.
Examining the 13F form we can see an increase of $3.39B in the current position value, from $329B to 332B.
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
$332 Billion
Technology: $130 Billion
ETFs: $79 Billion
Healthcare: $29.2 Billion
Financial Services: $26.3 Billion
Industrials: $18.4 Billion
Communication Services: $15.6 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $10.8 Billion
Other: $6.27 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
