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CIK: 0002047443
Total reported value
$389.6M
$389.6M
71 檔
25.6%
The Q1 2024 SEC filing reveals that Legacy Wealth Management, LLC / MS held a total portfolio value of $389.6M, covering 71 public equity positions.
During Q1 2024, Legacy Wealth Management, LLC / MS's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 24.75% | +0.50% | -0.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.17% | -0.51% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.39% | +0.26% | -0.90% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.39% | -0.22% | -0.64% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.18% | +1.08% | +47.93% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.92% | +2.94% | +10.81% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.14% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.45% | +0.04% | -0.94% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.27% | -0.70% | +200.00% | |
| 10 | CB | Chubb Limited | Stock-Financials | 1.85% | -0.23% | — | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.83% | -0.41% | — | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.79% | -0.24% | — | |
| 13 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.78% | -0.21% | -0.25% | |
| 14 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.73% | -0.46% | -0.26% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.60% | -0.12% | — | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.51% | -0.23% | -0.56% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.45% | -0.06% | — | |
| 18 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 1.42% | — | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +0.03% | -0.90% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.40% | — | — | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.35% | -0.41% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | -0.24% | -0.25% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | -0.17% | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.22% | — | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.13% | -0.62% | EXIT | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.26% | — | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.07% | -0.09% | -1.15% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.06% | -0.32% | — | |
| 29 | UL | Unilever PLC | Stock-Consumer Staples | 1.00% | — | — | |
| 30 | MTDR | Matador Resources Co | Stock-Energy | 0.99% | — | — | |
| 31 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.92% | — | -3.85% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.01% | — | |
| 33 | ZTS | Zoetis Inc | Stock-Healthcare | 0.82% | -0.17% | +15.32% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | -0.06% | — | |
| 35 | FTV | Fortive CORP | Stock-Tech | 0.78% | -0.04% | — | |
| 36 | EQH | Equitable Holdings Inc | Stock-Financials | 0.70% | -0.09% | — | |
| 37 | ES | Eversource Energy | Stock-Utilities | 0.69% | — | +84.33% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.34% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.07% | -2.40% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.04% | -2.59% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.13% | -1.16% | |
| 42 | WBS | Webster Financial CORP | Stock-Financials | 0.47% | — | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | — | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.14% | -0.42% | |
| 45 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.41% | — | -2.02% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.17% | — | |
| 47 | COP | Conocophillips | Stock-Energy | 0.37% | -0.13% | — | |
| 48 | LIN | Linde plc | Stock-Materials | 0.36% | -0.01% | -1.97% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.31% | -0.26% | EXIT | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.29% | — | — |
According to official SEC Form 13F filings, Legacy Wealth Management, LLC / MS reported a total U.S. public equity portfolio value of $389.6M across 71 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AAPL) accounted for 25.6% of total reported equity market value during Q1 2024.
During Q1 2024, Legacy Wealth Management, LLC / MS's top holdings by market value included SPY (24.8%)、MSFT (8.2%)、AAPL (5.4%). The largest single position, SPY, represented 24.8% of total portfolio value.
In Q1 2024, Legacy Wealth Management, LLC / MS made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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