The Analysis of Legacy Wealth Management, LLC / MS's Holdings
Currently, Legacy Wealth Management, LLC / MS holds 100 types of securities in its portfolio with a total value $374.6M. In the most recent quarter, they have increased their positions in NVDA (+44.4K shares, valued at $8.3M), SPY (+5.3K shares, valued at $3.6M), SPYM (+36.1K shares, valued at $2.9M); decreased their positions in COP (-18.5K shares, valued at $1.7M), UNH (-4.0K shares, valued at $1.3M), ZTS (-5.7K shares, valued at $719.6K); initiated new positions in TSLA (+1.9K shares, valued at $857.6K), BSCV (+22.2K shares, valued at $370.7K), IWB (+900 shares, valued at $336.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION364.8K shares13.86%2025-12-312026-01-05
SPY SPDR S&P 500 ETF TR92.0K shares6.13%2025-12-312026-01-05 AAPL APPLE INC109.7K shares9.41%2025-12-312026-01-05 MSFT MICROSOFT CORP52.2K shares12.43%2025-12-312026-01-05 SPYM SPDR SERIES TRUST173.8K shares26.18%2025-12-312026-01-05 ALPHABET INC ALPHABET INC42.4K shares13.55%2025-12-312026-01-05 WMT WALMART INC79.2K shares14.35%2025-12-312026-01-05 AMZN AMAZON COM INC31.5K shares9.24%2025-12-312026-01-05 V VISA INC20.7K shares14.13%2025-12-312026-01-05 PANW PALO ALTO NETWORKS INC37.6K shares-7.81%2025-12-312026-01-05 RTX RTX CORPORATION36.6K shares16.49%2025-12-312026-01-05 PLTR PALANTIR TECHNOLOGIES INC34.6K shares1.23%2025-12-312026-01-05 TJX TJX COS INC NEW37.7K shares14.84%2025-12-312026-01-05 BSX BOSTON SCIENTIFIC CORP49.8K shares15.37%2025-12-312026-01-05 TMO THERMO FISHER SCIENTIFIC INC8.1K shares13.72%2025-12-312026-01-05 IQV IQVIA HLDGS INC20.6K shares8.09%2025-12-312026-01-05 CB CHUBB LIMITED14.6K shares15.55%2025-12-312026-01-05 BAC BANK AMERICA CORP76.8K shares17.42%2025-12-312026-01-05 VTI VANGUARD INDEX FDS12.2K shares145.59%2025-12-312026-01-05 JPM JPMORGAN CHASE & CO.12.5K shares15.77%2025-12-312026-01-05 LHX L3HARRIS TECHNOLOGIES INC13.3K shares16.74%2025-12-312026-01-05 DHR DANAHER CORPORATION17.0K shares1.55%2025-12-312026-01-05 AJG GALLAGHER ARTHUR J & CO13.5K shares28.69%2025-12-312026-01-05 COST COSTCO WHSL CORP NEW3.7K shares14.34%2025-12-312026-01-05 SYK STRYKER CORPORATION8.7K shares15.81%2025-12-312026-01-05 ABT ABBOTT LABS23.9K shares21.03%2025-12-312026-01-05 UNH UNITEDHEALTH GROUP INC8.9K shares-30.82%2025-12-312026-01-05 ALPHABET INC ALPHABET INC9.2K shares17.11%2025-12-312026-01-05 META META PLATFORMS INC4.4K shares4.26%2025-12-312026-01-05 BROADCOM INC BROADCOM INC8.1K shares1.85%2025-12-312026-01-05 HON HONEYWELL INTL INC12.6K shares-21.81%2025-12-312026-01-05 HUBBELL INC HUBBELL INC4.5K shares9.14%2025-12-312026-01-05 EQH EQUITABLE HLDGS INC39.2K shares17.71%2025-12-312026-01-05 LOW LOWES COS INC7.7K shares16.43%2025-12-312026-01-05 BSCT INVESCO EXCH TRD SLF IDX FD97.8K shares32.39%2025-12-312026-01-05 IEX IDEX CORP9.6K shares-28.45%2025-12-312026-01-05 MCD MCDONALDS CORP5.3K shares8.33%2025-12-312026-01-05 UNP UNION PAC CORP6.9K shares20.68%2025-12-312026-01-05 XOM EXXON MOBIL CORP12.5K shares2.70%2025-12-312026-01-05 T AT&T INC54.0K shares1.24%2025-12-312026-01-05 ISRG INTUITIVE SURGICAL INC2.1K shares23.58%2025-12-312026-01-05 AXP AMERICAN EXPRESS CO3.0K shares0.50%2025-12-312026-01-05 ZTS ZOETIS INC8.7K shares-39.65%2025-12-312026-01-05 COP CONOCOPHILLIPS11.4K shares-61.87%2025-12-312026-01-05 FTV FORTIVE CORP18.2K shares23.51%2025-12-312026-01-05 BSCS INVESCO EXCH TRD SLF IDX FD47.1K shares30.78%2025-12-312026-01-05 A AGILENT TECHNOLOGIES INC6.9K shares46.68%2025-12-312026-01-05 TSLA TESLA INC1.9K sharesnew addition2025-12-312026-01-05 LDOS LEIDOS HOLDINGS INC4.3K shares0.00%2025-12-312026-01-05 CVX CHEVRON CORP NEW5.0K shares23.08%2025-12-312026-01-05 SPSM SPDR SERIES TRUST16.1K shares22.19%2025-12-312026-01-05 OEF ISHARES TR2.2K shares0.14%2025-12-312026-01-05 KO COCA COLA CO9.5K shares0.75%2025-12-312026-01-05 KKR & CO INC KKR & CO INC5.0K shares0.00%2025-12-312026-01-05 AMGN AMGEN INC2.0K shares0.83%2025-12-312026-01-05 TSME THRIVENT ETF TRUST15.1K shares20.59%2025-12-312026-01-05 LINDE PLC LINDE PLC1.4K shares0.49%2025-12-312026-01-05 VGT VANGUARD WORLD FD803 shares0.00%2025-12-312026-01-05 CHY CALAMOS CONV & HIGH INCOME F50.9K shares0.36%2025-12-312026-01-05 CHI CALAMOS CONV OPPORTUNITIES &54.8K shares0.35%2025-12-312026-01-05 AME AMETEK INC2.8K shares36.14%2025-12-312026-01-05 MTDR MATADOR RES CO13.0K shares-28.98%2025-12-312026-01-05 BSCR INVESCO EXCH TRD SLF IDX FD27.4K shares56.35%2025-12-312026-01-05 AVY AVERY DENNISON CORP2.4K shares0.00%2025-12-312026-01-05 TRMK TRUSTMARK CORP10.7K shares0.00%2025-12-312026-01-05 JEPQ J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2025-12-312026-01-05 HD HOME DEPOT INC1.1K shares59.10%2025-12-312026-01-05 NEE NEXTERA ENERGY INC4.7K shares1.22%2025-12-312026-01-05 CSCO CISCO SYS INC4.9K shares42.83%2025-12-312026-01-05 BSCV INVESCO EXCH TRD SLF IDX FD22.2K sharesnew addition2025-12-312026-01-05 ORCL ORACLE CORP1.9K shares1.92%2025-12-312026-01-05 LLY ELI LILLY & CO334 shares2.14%2025-12-312026-01-05 JEPI J P MORGAN EXCHANGE TRADED F6.3K shares0.00%2025-12-312026-01-05 SPTM SPDR SERIES TRUST4.2K shares4.69%2025-12-312026-01-05 IWB ISHARES TR900 sharesnew addition2025-12-312026-01-05 BSCU INVESCO EXCH TRD SLF IDX FD19.0K shares25.50%2025-12-312026-01-05 IWR ISHARES TR3.3K shares0.12%2025-12-312026-01-05 AZN ASTRAZENECA PLC3.2K shares0.00%2025-12-312026-01-05 BSCW INVESCO EXCH TRD SLF IDX FD14.3K sharesnew addition2025-12-312026-01-05 EGP EASTGROUP PPTYS INC1.6K shares0.86%2025-12-312026-01-05 RAL RALLIANT CORP5.7K shares16.54%2025-12-312026-01-05 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-12-312026-01-05 NXPI NXP SEMICONDUCTORS N V1.2K shares0.00%2025-12-312026-01-05 SPGI S&P GLOBAL INC500 shares0.00%2025-12-312026-01-05 INVESCO QQQ TR INVESCO QQQ TR402 sharesnew addition2025-12-312026-01-05 IWM ISHARES TR987 sharesnew addition2025-12-312026-01-05 YMAX TIDAL TRUST II24.1K shares5.15%2025-12-312026-01-05 CRWD CROWDSTRIKE HLDGS INC511 shares0.00%2025-12-312026-01-05 GDXY TIDAL TRUST II14.4K shares38.20%2025-12-312026-01-05 BSCQ INVESCO EXCH TRD SLF IDX FD11.7K shares12.90%2025-12-312026-01-05 MLPA GLOBAL X FDS4.7K shares0.00%2025-12-312026-01-05 VRT VERTIV HOLDINGS CO1.4K shares0.07%2025-12-312026-01-05 ABBV ABBVIE INC952 shares7.69%2025-12-312026-01-05 WBD WARNER BROS DISCOVERY INC7.2K sharesnew addition2025-12-312026-01-05 GAB GABELLI EQUITY TR INC31.5K shares0.98%2025-12-312026-01-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available