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CIK: 0002047443
Total reported value
$389.6M
$389.6M
72 檔
27.1%
At the close of Q2 2024, Legacy Wealth Management, LLC / MS disclosed equity holdings valued at approximately $389.6M, spread across 72 reported holdings.
During Q2 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 | 23.56% | +0.50% | -2.38% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.11% | -0.51% | -0.29% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.11% | +0.26% | -1.51% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.55% | +1.08% | -0.04% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +0.14% | -0.02% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.10% | +2.94% | +9.23% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.95% | -0.22% | -1.30% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.39% | -0.70% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.14% | +0.04% | -9.50% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.86% | -0.06% | +33.63% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.86% | -0.41% | — | |
| 12 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.82% | -0.46% | -0.12% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.72% | -0.24% | -0.80% | |
| 14 | CB | Chubb Limited | Stock-Financials | 1.71% | -0.23% | — | |
| 15 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.69% | -0.21% | -2.21% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 1.58% | -0.62% | EXIT | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -0.16% | +770.43% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.50% | -0.12% | — | |
| 19 | ZTS | Zoetis Inc | Stock-Healthcare | 1.47% | -0.17% | +87.66% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.41% | -0.17% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.26% | +900.00% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | +0.03% | — | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.35% | -0.23% | — | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.32% | -0.41% | -1.07% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.13% | -0.24% | — | |
| 26 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.13% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.22% | — | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 1.03% | — | — | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.95% | -0.32% | — | |
| 30 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.95% | — | — | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.86% | -0.09% | -0.97% | |
| 32 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.85% | — | -0.89% | |
| 33 | MTDR | Matador Resources Co | Stock-Energy | 0.83% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.01% | — | |
| 35 | EQH | Equitable Holdings Inc | Stock-Financials | 0.71% | -0.09% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.07% | -2.01% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | -0.06% | — | |
| 38 | FTV | Fortive CORP | Stock-Tech | 0.63% | -0.04% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.04% | -2.31% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.13% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.34% | — | |
| 42 | ES | Eversource Energy | Stock-Utilities | 0.52% | — | -15.93% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.42% | -0.17% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.14% | — | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.37% | — | — | |
| 47 | WBS | Webster Financial CORP | Stock-Financials | 0.36% | — | -4.37% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.32% | -0.01% | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.31% | -0.13% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.29% | -0.26% | EXIT |
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 72 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, MSFT, AAPL) accounted for 27.1% of total reported equity market value during Q2 2024.
During Q2 2024, Legacy Wealth Management, LLC / MS's top holdings by market value included SPY (23.6%)、MSFT (8.1%)、AAPL (6.1%). The largest single position, SPY, represented 23.6% of total portfolio value.
In Q2 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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