Legacy Wealth Management, LLC / Ms Portfolio Holdings by Sector
Legacy Wealth Management, LLC / Ms
- $375 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SPLG BSCT RSP VOO BSCS SPSM OEF 20 stocks |
$87.5 Million
23.56% of portfolio
|
16
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO NXPI 3 stocks |
$71.1 Million
19.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW PLTR ORCL CRWD 5 stocks |
$38.9 Million
10.48% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$29.8 Million
8.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$19 Million
5.12% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV DHR A 4 stocks |
$14.2 Million
3.82% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$12 Million
3.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX SYK ABT 3 stocks |
$10.8 Million
2.91% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LHX 2 stocks |
$10.6 Million
2.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$8.36 Million
2.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$8.27 Million
2.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7.26 Million
1.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$5.79 Million
1.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$4.56 Million
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.09 Million
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$3.49 Million
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$2.94 Million
0.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BX CHY CHI GAB 5 stocks |
$2.61 Million
0.7% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
EQH BRK-B 2 stocks |
$2.6 Million
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$2.46 Million
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
IEX AME 2 stocks |
$2.26 Million
0.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.26 Million
0.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$2.24 Million
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB VRT 2 stocks |
$2.21 Million
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY AZN JNJ ABBV 5 stocks |
$1.78 Million
0.48% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.63 Million
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP MTDR 2 stocks |
$1.62 Million
0.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1.59 Million
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$1.34 Million
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1.17 Million
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1.1 Million
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$1.01 Million
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$857,616
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
LDOS 1 stocks |
$782,034
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$664,805
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$436,512
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TRMK 1 stocks |
$416,765
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$379,359
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$377,376
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$291,696
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$261,295
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
WBD 1 stocks |
$206,207
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|