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The Analysis of Legacy Wealth Advisors, LLC's Holdings & P&L

Currently, Legacy Wealth Advisors, LLC holds 109 types of securities in its portfolio with a total value $196.0M. In the most recent quarter, they have increased their positions in SGOV (+264.9K shares, valued at $26.7M), SPY (+11.1K shares, valued at $7.2M), SCHD (+80.5K shares, valued at $2.5M); decreased their positions in SOC (-262.3K shares, valued at $4.3M), JPST (-58.4K shares, valued at $3.0M), N/A (-1.3K shares, valued at $775.6K); initiated new positions in SCHD (+80.5K shares, valued at $2.5M), N/A (+11.9K shares, valued at $521.3K), COST (+403 shares, valued at $401.6K).

1M P&L

+1.8M+0.93%

3M P&L

-763.6K-0.39%

HY P&L

-1.6M-0.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A136.1M

74.4%

2Semiconductors5.7M

3.1%

3Consumer Electronics5.7M

3.1%

Top Industries by Stock Count

1N/A25 stocks

26.6%

2Drug Manufacturers - General5 stocks

5.3%

3Semiconductor Equipment & Materials3 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR467.2K shares130.90%2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F367.7K shares-13.71%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T26.5K shares71.57%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2026-03-312026-05-06

BUFC AB ACTIVE ETFS INC162.6K shares-0.10%2026-03-312026-05-06

VTI VANGUARD INDEX FDS18.1K shares3.36%2026-03-312026-05-06

AAPL APPLE INC22.5K shares24.64%2026-03-312026-05-06

NVDA NVIDIA CORPORATION28.2K shares37.11%2026-03-312026-05-06

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BIL SPDR SERIES TRUST48.1K shares2.38%2026-03-312026-05-06

YEAR AB ACTIVE ETFS INC77.3K shares0.99%2026-03-312026-05-06

MSFT MICROSOFT CORP10.2K shares28.75%2026-03-312026-05-06

AMZN AMAZON COM INC16.2K shares3.42%2026-03-312026-05-06

ALPHABET INC ALPHABET INC10.3K shares22.02%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR80.5K sharesnew addition2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS37.6K shares103.20%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F31.3K shares320.89%2026-03-312026-05-06

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VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares-27.23%2026-03-312026-05-06

TSLA TESLA INC5.6K shares248.03%2026-03-312026-05-06

META META PLATFORMS INC3.4K shares37.55%2026-03-312026-05-06

SHV ISHARES TR16.9K shares-0.74%2026-03-312026-05-06

BXSL BLACKSTONE SECD LENDING FD78.2K shares-20.87%2026-03-312026-05-06

DGRO ISHARES TR23.6K shares0.00%2026-03-312026-05-06

SOC SABLE OFFSHORE CORP100.0K shares-72.40%2026-03-312026-05-06

BROADCOM INC BROADCOM INC5.2K shares37.94%2026-03-312026-05-06

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares52.74%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR22.2K shares0.64%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR42.9K shares0.00%2026-03-312026-05-06

ORCL ORACLE CORP7.0K shares-3.59%2026-03-312026-05-06

MTBA SIMPLIFY EXCHANGE TRADED FUN19.2K shares0.03%2026-03-312026-05-06

TAFI AB ACTIVE ETFS INC33.8K shares1.43%2026-03-312026-05-06

ALPHABET INC ALPHABET INC3.0K shares-5.32%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO2.8K shares21.84%2026-03-312026-05-06

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V VISA INC2.7K shares29.33%2026-03-312026-05-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F11.9K shares105.02%2026-03-312026-05-06

KBDC KAYNE ANDERSON BDC INC59.1K shares0.00%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR15.3K shares133.37%2026-03-312026-05-06

XOM EXXON MOBIL CORP4.4K shares65.48%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS4.4K shares0.93%2026-03-312026-05-06

LLY ELI LILLY & CO696 shares16.78%2026-03-312026-05-06

VOX VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-05-06

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VGT VANGUARD WORLD FD756 shares0.00%2026-03-312026-05-06

AB ACTIVE ETFS INC AB ACTIVE ETFS INC11.9K sharesnew addition2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC1.0K shares151.35%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares19.39%2026-03-312026-05-06

TJX TJX COS INC NEW3.1K shares54.78%2026-03-312026-05-06

ASML ASML HLDG NV369 shares40.30%2026-03-312026-05-06

WMT WALMART INC3.9K shares11.10%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR830 shares0.00%2026-03-312026-05-06

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UNH UNITEDHEALTH GROUP INC1.6K shares13.35%2026-03-312026-05-06

BAC BANK AMERICA CORP8.7K shares102.08%2026-03-312026-05-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.5K shares104.13%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE1.5K shares74.94%2026-03-312026-05-06

CVX CHEVRON CORPORATION2.0K shares29.07%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION403 sharesnew addition2026-03-312026-05-06

GEV GE VERNOVA INC456 shares16.62%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON1.6K shares-9.99%2026-03-312026-05-06

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SPEM SPDR INDEX SHS FDS7.8K shares0.00%2026-03-312026-05-06

PLD PROLOGIS INC.2.7K sharesnew addition2026-03-312026-05-06

KLAC KLA CORP238 shares7.69%2026-03-312026-05-06

WFC WELLS FARGO & CO4.4K shares5.86%2026-03-312026-05-06

RTX RTX CORPORATION1.8K shares27.21%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC2.3K sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.3.5K shares41.21%2026-03-312026-05-06

SHEL SHELL PLC3.6K sharesnew addition2026-03-312026-05-06

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NKE NIKE INC6.1K sharesnew addition2026-03-312026-05-06

ABBV ABBVIE INC1.5K shares53.20%2026-03-312026-05-06

AMAT APPLIED MATLS INC939 sharesnew addition2026-03-312026-05-06

IBKR INTERACTIVE BROKERS GROUP IN4.8K shares-1.00%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC936 sharesnew addition2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP463 sharesnew addition2026-03-312026-05-06

BBAX J P MORGAN EXCHANGE TRADED F5.2K sharesnew addition2026-03-312026-05-06

HD HOME DEPOT INC947 shares44.58%2026-03-312026-05-06

Sponsored

KO COCA COLA CO4.0K shares17.73%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC2.4K sharesnew addition2026-03-312026-05-06

ASTRAZENECA PLC ASTRAZENECA PLC1.5K sharesnew addition2026-03-312026-05-06

ARKK ARK ETF TR4.3K shares0.00%2026-03-312026-05-06

CAT CATERPILLAR INC405 shares14.73%2026-03-312026-05-06

HON HONEYWELL INTL INC1.3K sharesnew addition2026-03-312026-05-06

PGR PROGRESSIVE CORP1.4K shares-3.50%2026-03-312026-05-06

MO ALTRIA GROUP INC4.3K sharesnew addition2026-03-312026-05-06

Sponsored

MPLX MPLX LP4.9K shares0.00%2026-03-312026-05-06

ET ENERGY TRANSFER L P14.2K shares0.00%2026-03-312026-05-06

NVS NOVARTIS AG1.8K sharesnew addition2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS1.1K sharesnew addition2026-03-312026-05-06

PM PHILIP MORRIS INTL INC1.6K sharesnew addition2026-03-312026-05-06

IEUR ISHARES TR3.6K shares0.00%2026-03-312026-05-06

LINDE PLC LINDE PLC510 sharesnew addition2026-03-312026-05-06

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC10.0K shares-68.58%2026-03-312026-05-06

Sponsored

ISRG INTUITIVE SURGICAL INC529 shares25.36%2026-03-312026-05-06

NDSN NORDSON CORP902 sharesnew addition2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L6.3K shares0.00%2026-03-312026-05-06

PG PROCTER & GAMBLE CO1.7K sharesnew addition2026-03-312026-05-06

EBAY EBAY INC.2.6K sharesnew addition2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-05-06

CSCO CISCO SYS INC3.0K shares5.18%2026-03-312026-05-06

SPGI S&P GLOBAL INC542 sharesnew addition2026-03-312026-05-06

Sponsored

HCA HCA HEALTHCARE INC482 sharesnew addition2026-03-312026-05-06

MS MORGAN STANLEY1.4K sharesnew addition2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP2.4K shares12.06%2026-03-312026-05-06

SUN SUNOCO LP/SUNOCO FIN CORP3.3K sharesnew addition2026-03-312026-05-06

CRM SALESFORCE INC1.1K sharesnew addition2026-03-312026-05-06

SYF SYNCHRONY FINANCIAL3.1K sharesnew addition2026-03-312026-05-06

MA MASTERCARD INCORPORATED422 shares-55.67%2026-03-312026-05-06

EOG EOG RES INC1.5K sharesnew addition2026-03-312026-05-06

Sponsored

AMGN AMGEN INC597 sharesnew addition2026-03-312026-05-06

WRB BERKLEY W R CORP3.2K shares-6.21%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC902 sharesnew addition2026-03-312026-05-06

ZWS ZURN ELKAY WATER SOLNS CORP4.6K shares0.68%2026-03-312026-05-06

ABT ABBOTT LABORATORIES2.0K shares4.17%2026-03-312026-05-06

SGOV

ISHARES TR

130.90%

Shares467.2K

Event2026-03-31

Filed2026-05-06

JPST

J P MORGAN EXCHANGE TRADED F

-13.71%

Shares367.7K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

71.57%

Shares26.5K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares19

Event2026-03-31

Filed2026-05-06

BUFC

AB ACTIVE ETFS INC

-0.10%

Shares162.6K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

3.36%

Shares18.1K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

24.64%

Shares22.5K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

37.11%

Shares28.2K

Event2026-03-31

Filed2026-05-06

BIL

SPDR SERIES TRUST

2.38%

Shares48.1K

Event2026-03-31

Filed2026-05-06

YEAR

AB ACTIVE ETFS INC

0.99%

Shares77.3K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

28.75%

Shares10.2K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

3.42%

Shares16.2K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

22.02%

Shares10.3K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

New

Shares80.5K

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

103.20%

Shares37.6K

Event2026-03-31

Filed2026-05-06

VEU

VANGUARD INTL EQUITY INDEX F

320.89%

Shares31.3K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-27.23%

Shares3.5K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

248.03%

Shares5.6K

Event2026-03-31

Filed2026-05-06