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CIK: 0002047443
Total reported value
$389.6M
$389.6M
96 檔
28.8%
During the Q3 2024 filing period, Legacy Wealth Management, LLC / MS (CIK: 0002047443) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $389.6M across 96 reported positions.
In Q3 2024, Legacy Wealth Management, LLC / MS displayed an active expansion posture, initiating 20 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | 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 | 21.57% | +0.50% | -0.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.10% | -0.51% | +4.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.33% | +0.26% | +7.61% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.14% | +1.08% | +0.73% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.09% | +2.94% | +8.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +0.14% | +12.13% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.75% | -0.22% | +2.46% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.53% | -0.70% | +2.28% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.95% | +0.04% | -0.93% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | +0.26% | +60.47% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.85% | -0.24% | +2.49% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.82% | -0.06% | -2.02% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.73% | -0.41% | — | |
| 14 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.71% | -0.46% | -0.88% | |
| 15 | CB | Chubb Limited | Stock-Financials | 1.68% | -0.23% | — | |
| 16 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.58% | -0.21% | -0.97% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.45% | -0.12% | -0.04% | |
| 18 | ZTS | Zoetis Inc | Stock-Healthcare | 1.42% | -0.17% | -1.52% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -0.16% | — | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.32% | -0.62% | EXIT | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.17% | +2.70% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.24% | -0.23% | -0.11% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.21% | -0.41% | — | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.20% | +0.03% | — | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.24% | +0.72% | |
| 26 | UL | Unilever PLC | Stock-Consumer Staples | 1.06% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.22% | +3.95% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.01% | — | -1.61% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | -0.32% | +6.00% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.04% | +75.69% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.88% | -0.09% | -4.07% | |
| 32 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.86% | — | -0.13% | |
| 33 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.82% | — | -1.80% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.01% | +2.33% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -0.06% | — | |
| 36 | EQH | Equitable Holdings Inc | Stock-Financials | 0.63% | -0.09% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.13% | +1020.96% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.34% | +6.44% | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.59% | -0.01% | — | |
| 40 | MTDR | Matador Resources Co | Stock-Energy | 0.59% | — | -1.67% | |
| 41 | FTV | Fortive CORP | Stock-Tech | 0.58% | -0.04% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.07% | -1.60% | |
| 43 | ES | Eversource Energy | Stock-Utilities | 0.48% | — | -11.24% | |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.42% | — | +257.10% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.40% | -0.17% | — | |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.39% | — | +321.97% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.39% | +0.04% | — | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.38% | -0.18% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | — | +0.74% | |
| 50 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.34% | — | +48.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCR | Invesco Bulletshares 2027 Cb | +0.6% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.5% | +60.47% | Add |
| 3 | VGT | Vanguard Info Tech ETF | +0.4% | NEW | New buy |
| 4 | T | At&t Inc | +0.4% | NEW | New buy |
| 5 | BX | Blackstone Inc | +0.3% | NEW | New buy |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | +0.3% | +257.10% | Add |
| 7 | BSCS | Invesco Bulletshares 2028 Cb | +0.3% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.3% | +75.69% | Add |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | +0.3% | +321.97% | Add |
| 10 | IWR | Ishares Russell Mid-cap ETF | +0.3% | NEW | New buy |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +264.96% | Add |
| 12 | KKR | Kkr & Co Inc | +0.2% | NEW | New buy |
| 13 | AAPL | Apple Inc | +0.2% | +7.61% | Add |
| 14 | XCHYX | Calamos Convert & High Inc | +0.2% | NEW | New buy |
| 15 | LRCXEUR | Lam Research CORP | +0.2% | NEW | New buy |
| 16 | PSEC | Prospect Capital CORP | +0.2% | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.1% | +2.28% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +125.65% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 22 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 23 | RTX | Rtx CORP | +0.1% | +2.49% | Add |
| 24 | PFF | Ishares Preferred & Income S | +0.1% | NEW | New buy |
| 25 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 26 | EGP | Eastgroup Properties Inc | +0.1% | NEW | New buy |
| 27 | GAB | Gabelli Equity Trust | +0.1% | NEW | New buy |
| 28 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | NEW | New buy |
| 29 | BSCO | Invesco Bulletshares 2024 Cb | +0.1% | NEW | New buy |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +85.85% | Add |
| 31 | MCD | Mcdonald's CORP | +0.1% | +6.44% | Add |
| 32 | UL | Unilever PLC | 0% | — | Unchanged |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | +6.00% | Add |
| 34 | AVGO | Broadcom Inc | 0% | +1020.96% | Add |
| 35 | LOW | Lowe's Cos Inc | 0% | -4.07% | Trim |
| 36 | CPK | Chesapeake Utilities CORP | 0% | -0.13% | Trim |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +8.49% | Add |
| 38 | CB | Chubb Limited | 0% | — | Unchanged |
| 39 | UNH | Unitedhealth Group Inc | 0% | -2.02% | Trim |
| 40 | ABT | Abbott Laboratories | 0% | +0.72% | Add |
| 41 | DHR | Danaher CORP | -0.1% | -0.04% | Trim |
| 42 | ZTS | Zoetis Inc | -0.1% | -1.52% | Trim |
| 43 | BSX | Boston Scientific CORP | -0.1% | -0.88% | Trim |
| 44 | AJG | Arthur J Gallagher & Co | -0.1% | -0.97% | Trim |
| 45 | TJX | Tjx Companies Inc | -0.1% | — | Unchanged |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -0.93% | Trim |
| 47 | V | Visa Inc-class A Shares | -0.2% | +2.46% | Add |
| 48 | MTDR | Matador Resources Co | -0.2% | -1.67% | Trim |
| 49 | WBS | Webster Financial CORP | -0.3% | -69.52% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2% | -0.13% | Trim |
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 96 disclosed positions in Q3 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 28.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
BSCR
市值: $1.6M
Top Position Liquidated / Trimmed
SPY
前期市值: $55.8M
During Q3 2024, Legacy Wealth Management, LLC / MS's top holdings by market value included SPY (21.6%)、MSFT (7.1%)、AAPL (6.3%). The largest single position, SPY, represented 21.6% of total portfolio value.
In Q3 2024, Legacy Wealth Management, LLC / MS made 47 total portfolio adjustments, initiating 20 new buys, adding to 16 positions, trimming 11 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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