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 Market Cap. of $200 Billions or more
