Sponsored

The Analysis of Legacy Wealth Management, LLC / MS's Holdings & P&L

Currently, Legacy Wealth Management, LLC / MS holds 106 types of securities in its portfolio with a total value $350.9M. In the most recent quarter, they have increased their positions in AVDE (+65.4K shares, valued at $5.6M), AVDV (+31.4K shares, valued at $3.1M), N/A (+3.4K shares, valued at $986.0K); decreased their positions in SPY (-4.3K shares, valued at $2.8M), MSFT (-6.5K shares, valued at $2.4M), UNH (-5.0K shares, valued at $1.4M); initiated new positions in AVDE (+65.4K shares, valued at $5.6M), AVDV (+31.4K shares, valued at $3.1M), NOW (+8.4K shares, valued at $874.9K).

1M P&L

+16.4M+4.72%

3M P&L

+18.9M+5.47%

HY P&L

+23.2M+6.80%

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/A92.6M

28.6%

2Semiconductors65.4M

20.2%

3Software - Infrastructure28.1M

8.7%

Top Industries by Stock Count

1N/A24 stocks

26.1%

2Semiconductors5 stocks

5.4%

3Drug Manufacturers - General4 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION366.6K shares0.48%2026-03-312026-04-10

SPY SPDR S&P 500 ETF TR87.7K shares-4.70%2026-03-312026-04-10

AAPL APPLE INC109.2K shares-0.43%2026-03-312026-04-10

MSFT MICROSOFT CORP45.7K shares-12.44%2026-03-312026-04-10

SPYM SPDR SERIES TRUST178.5K shares2.70%2026-03-312026-04-10

ALPHABET INC ALPHABET INC43.5K shares2.71%2026-03-312026-04-10

WMT WALMART INC78.8K shares-0.53%2026-03-312026-04-10

RTX RTX CORPORATION36.1K shares-1.35%2026-03-312026-04-10

Sponsored

AMZN AMAZON COM INC30.2K shares-4.14%2026-03-312026-04-10

V VISA INC20.7K shares0.26%2026-03-312026-04-10

TJX TJX COS INC NEW37.4K shares-0.65%2026-03-312026-04-10

AVDE AMERICAN CENTY ETF TR65.4K sharesnew addition2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC34.3K shares-8.62%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC37.0K shares7.00%2026-03-312026-04-10

LHX L3HARRIS TECHNOLOGIES INC13.2K shares-0.86%2026-03-312026-04-10

CB CHUBB LIMITED11.7K shares-20.17%2026-03-312026-04-10

Sponsored

VTI VANGUARD INDEX FDS11.8K shares-3.54%2026-03-312026-04-10

COST COSTCO WHSL CORP NEW3.7K shares0.35%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO.12.5K shares-0.63%2026-03-312026-04-10

ALPHABET INC ALPHABET INC12.6K shares37.47%2026-03-312026-04-10

BSX BOSTON SCIENTIFIC CORP52.0K shares4.48%2026-03-312026-04-10

AVDV AMERICAN CENTY ETF TR31.4K sharesnew addition2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC6.1K shares-24.54%2026-03-312026-04-10

BAC BANK AMERICA CORP60.2K shares-21.69%2026-03-312026-04-10

Sponsored

AJG GALLAGHER ARTHUR J & CO13.5K shares0.00%2026-03-312026-04-10

META META PLATFORMS INC5.1K shares16.22%2026-03-312026-04-10

SYK STRYKER CORPORATION8.7K shares0.01%2026-03-312026-04-10

IQV IQVIA HLDGS INC16.7K shares-19.15%2026-03-312026-04-10

BROADCOM INC BROADCOM INC8.1K shares0.41%2026-03-312026-04-10

ABT ABBOTT LABS23.8K shares-0.19%2026-03-312026-04-10

HUBBELL INC HUBBELL INC4.5K shares0.02%2026-03-312026-04-10

HON HONEYWELL INTL INC9.7K shares-23.36%2026-03-312026-04-10

Sponsored

XOM EXXON MOBIL CORP12.4K shares-0.25%2026-03-312026-04-10

DHR DANAHER CORPORATION10.6K shares-37.75%2026-03-312026-04-10

BSCT INVESCO EXCH TRD SLF IDX FD102.0K shares4.32%2026-03-312026-04-10

LOW LOWES COS INC7.7K shares0.00%2026-03-312026-04-10

IEX IDEX CORP9.0K shares-6.06%2026-03-312026-04-10

MCD MCDONALDS CORP5.3K shares0.02%2026-03-312026-04-10

UNP UNION PAC CORP6.5K shares-4.73%2026-03-312026-04-10

T AT&T INC52.8K shares-2.17%2026-03-312026-04-10

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.9K shares20.20%2026-03-312026-04-10

TSLA TESLA INC4.0K shares109.02%2026-03-312026-04-10

EQH EQUITABLE HLDGS INC39.2K shares0.00%2026-03-312026-04-10

COP CONOCOPHILLIPS10.2K shares-10.51%2026-03-312026-04-10

CVX CHEVRON CORP NEW6.3K shares26.29%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC2.5K shares23.11%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC3.9K shares-56.14%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-10

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD46.5K shares-1.17%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO3.1K shares1.33%2026-03-312026-04-10

NOW SERVICENOW INC8.4K sharesnew addition2026-03-312026-04-10

ZTS ZOETIS INC7.2K shares-17.08%2026-03-312026-04-10

BSCV INVESCO EXCH TRD SLF IDX FD49.8K shares124.12%2026-03-312026-04-10

GEV GE VERNOVA INC839 sharesnew addition2026-03-312026-04-10

FTV FORTIVE CORP13.2K shares-27.42%2026-03-312026-04-10

KO COCA COLA CO9.5K shares0.16%2026-03-312026-04-10

Sponsored

LINDE PLC LINDE PLC1.4K shares0.00%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares1.73%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-10

AMGN AMGEN INC2.0K shares0.46%2026-03-312026-04-10

OEF ISHARES TR2.2K shares0.14%2026-03-312026-04-10

LDOS LEIDOS HOLDINGS INC4.3K shares0.00%2026-03-312026-04-10

TSME THRIVENT ETF TRUST14.5K shares-4.07%2026-03-312026-04-10

CHI CALAMOS CONV OPPORTUNITIES &54.9K shares0.34%2026-03-312026-04-10

Sponsored

AME AMETEK INC2.8K shares0.00%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC605 shares0.17%2026-03-312026-04-10

BSCU INVESCO EXCH TRD SLF IDX FD34.4K shares80.60%2026-03-312026-04-10

VGT VANGUARD WORLD FD803 shares0.00%2026-03-312026-04-10

CHY CALAMOS CONV & HIGH INCOME F51.1K shares0.35%2026-03-312026-04-10

KDP KEURIG DR PEPPER INC18.4K sharesnew addition2026-03-312026-04-10

KKR & CO INC KKR & CO INC5.0K shares0.00%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC3.9K shares-2.38%2026-03-312026-04-10

Sponsored

NEE NEXTERA ENERGY INC4.8K shares0.66%2026-03-312026-04-10

TRMK TRUSTMARK CORP10.3K shares-3.74%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP1.9K sharesnew addition2026-03-312026-04-10

CSCO CISCO SYS INC5.0K shares2.90%2026-03-312026-04-10

JEPQ J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-03-312026-04-10

AVY AVERY DENNISON CORP2.2K shares-6.67%2026-03-312026-04-10

HD HOME DEPOT INC1.1K shares0.62%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO1.4K shares1.35%2026-03-312026-04-10

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F6.3K shares0.00%2026-03-312026-04-10

BSCR INVESCO EXCH TRD SLF IDX FD18.1K shares-33.87%2026-03-312026-04-10

BKR BAKER HUGHES COMPANY5.6K sharesnew addition2026-03-312026-04-10

JNJ JOHNSON & JOHNSON1.3K shares2.61%2026-03-312026-04-10

FCX FREEPORT-MCMORAN INC5.5K sharesnew addition2026-03-312026-04-10

IWB ISHARES TR900 shares0.00%2026-03-312026-04-10

IWR ISHARES TR3.3K shares0.12%2026-03-312026-04-10

INTC INTEL CORP7.1K sharesnew addition2026-03-312026-04-10

Sponsored

LLY ELI LILLY & CO339 shares1.50%2026-03-312026-04-10

EGP EASTGROUP PPTYS INC1.7K shares0.86%2026-03-312026-04-10

BSCW INVESCO EXCH TRD SLF IDX FD14.3K shares0.18%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC1.7K sharesnew addition2026-03-312026-04-10

ORCL ORACLE CORP1.9K shares3.83%2026-03-312026-04-10

MLPA GLOBAL X FDS4.7K shares0.00%2026-03-312026-04-10

EFA ISHARES TR2.5K sharesnew addition2026-03-312026-04-10

SPTM SPDR SERIES TRUST3.0K shares-28.42%2026-03-312026-04-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR403 shares0.25%2026-03-312026-04-10

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-04-10

NXPI NXP SEMICONDUCTORS N V1.2K shares-6.12%2026-03-312026-04-10

ADI ANALOG DEVICES INC708 sharesnew addition2026-03-312026-04-10

THE CIGNA GROUP THE CIGNA GROUP830 sharesnew addition2026-03-312026-04-10

SPGI S&P GLOBAL INC500 shares0.00%2026-03-312026-04-10

ABBV ABBVIE INC934 shares-1.89%2026-03-312026-04-10

GDXY TIDAL TRUST II14.4K shares0.00%2026-03-312026-04-10

Sponsored

YMAX TIDAL TRUST II23.3K shares-3.56%2026-03-312026-04-10

GAB GABELLI EQUITY TR INC31.9K shares1.09%2026-03-312026-04-10

NVDA

NVIDIA CORPORATION

0.48%

Shares366.6K

Event2026-03-31

Filed2026-04-10

SPY

SPDR S&P 500 ETF TR

-4.70%

Shares87.7K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-0.43%

Shares109.2K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-12.44%

Shares45.7K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

2.70%

Shares178.5K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

2.71%

Shares43.5K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

-0.53%

Shares78.8K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

-1.35%

Shares36.1K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-4.14%

Shares30.2K

Event2026-03-31

Filed2026-04-10

VISA INC

0.26%

Shares20.7K

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

-0.65%

Shares37.4K

Event2026-03-31

Filed2026-04-10

AVDE

AMERICAN CENTY ETF TR

New

Shares65.4K

Event2026-03-31

Filed2026-04-10

PANW

PALO ALTO NETWORKS INC

-8.62%

Shares34.3K

Event2026-03-31

Filed2026-04-10

PLTR

PALANTIR TECHNOLOGIES INC

7.00%

Shares37.0K

Event2026-03-31

Filed2026-04-10

LHX

L3HARRIS TECHNOLOGIES INC

-0.86%

Shares13.2K

Event2026-03-31

Filed2026-04-10

CHUBB LIMITED

-20.17%

Shares11.7K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-3.54%

Shares11.8K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHSL CORP NEW

0.35%

Shares3.7K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO.

-0.63%

Shares12.5K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

37.47%

Shares12.6K

Event2026-03-31

Filed2026-04-10

BSX

BOSTON SCIENTIFIC CORP

4.48%

Shares52.0K

Event2026-03-31

Filed2026-04-10

AVDV

AMERICAN CENTY ETF TR

New

Shares31.4K

Event2026-03-31

Filed2026-04-10

TMO

THERMO FISHER SCIENTIFIC INC

-24.54%

Shares6.1K

Event2026-03-31

Filed2026-04-10

BAC

BANK AMERICA CORP

-21.69%

Shares60.2K

Event2026-03-31

Filed2026-04-10

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-10