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CIK: 0002047443
Total reported value
$389.6M
$389.6M
88 檔
28.2%
The Q4 2024 SEC filing reveals that Legacy Wealth Management, LLC / MS held a total portfolio value of $389.6M, covering 88 public equity positions.
In Q4 2024, Legacy Wealth Management, LLC / MS adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 14 holdings to manage risk exposure.
| # | 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 | 22.49% | +0.50% | -5.61% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.36% | -0.51% | -2.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.88% | +0.26% | -6.46% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | +2.94% | +2.91% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.39% | +1.08% | +87.90% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.20% | -0.22% | -6.54% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.14% | -11.73% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.95% | -0.70% | -3.91% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.87% | -0.41% | -2.87% | |
| 10 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.85% | -0.46% | -5.96% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.81% | -0.24% | -5.22% | |
| 12 | CB | Chubb Limited | Stock-Financials | 1.66% | -0.23% | -4.36% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.66% | -0.06% | -2.91% | |
| 14 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.64% | -0.21% | -5.03% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | +0.04% | -29.05% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 1.47% | -0.62% | EXIT | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.26% | -36.08% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.17% | -4.96% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.38% | +0.03% | -3.76% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.16% | -5.66% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.25% | -0.23% | -6.99% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.22% | -2.09% | |
| 23 | ZTS | Zoetis Inc | Stock-Healthcare | 1.22% | -0.17% | -4.50% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.22% | -0.12% | -5.92% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.11% | -0.24% | -4.94% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.08% | -0.41% | -6.41% | |
| 27 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.05% | -0.07% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.01% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.04% | -24.87% | |
| 30 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.84% | — | -8.43% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.32% | -13.44% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.09% | -11.25% | |
| 33 | EQH | Equitable Holdings Inc | Stock-Financials | 0.76% | -0.09% | -0.65% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.13% | -20.57% | |
| 35 | MTDR | Matador Resources Co | Stock-Energy | 0.67% | — | -7.13% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.07% | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | -0.06% | -1.24% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.34% | — | |
| 39 | FTV | Fortive CORP | Stock-Tech | 0.57% | -0.04% | -5.90% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.18% | +8.78% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.46% | -0.17% | — | |
| 42 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.41% | — | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | +0.04% | +5.44% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | — | — | |
| 45 | ES | Eversource Energy | Stock-Utilities | 0.36% | — | -17.06% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.35% | -0.26% | EXIT | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.34% | — | — | |
| 48 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.32% | -0.03% | +2.06% | |
| 49 | WAL | Western Alliance Bancorp | Stock-Financials | 0.31% | — | — | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.14% | -7.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCT | Invesco Bulletshares 2029 Cb | +1.1% | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | -5.61% | Trim |
| 3 | V | Visa Inc-class A Shares | +0.5% | -6.54% | Trim |
| 4 | WMT | Walmart Inc | +0.4% | -3.91% | Trim |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +2.91% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | -2.05% | Trim |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | NEW | New buy |
| 8 | CHI | Calamos Convert Opport & Inc | +0.2% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -2.09% | Trim |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | NEW | New buy |
| 11 | BAC | Bank Of America CORP | +0.2% | -3.76% | Trim |
| 12 | OEF | Ishares S&p 100 ETF | +0.2% | +182.93% | Add |
| 13 | EQH | Equitable Holdings Inc | +0.1% | -0.65% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 15 | MLPA | Global X Mlp ETF | +0.1% | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 17 | AMGN | Amgen Inc | +0.1% | +115.11% | Add |
| 18 | AJG | Arthur J Gallagher & Co | +0.1% | -5.03% | Trim |
| 19 | SYK | Stryker CORP | 0% | -6.99% | Trim |
| 20 | CB | Chubb Limited | 0% | -4.36% | Trim |
| 21 | CPK | Chesapeake Utilities CORP | 0% | -8.43% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | -24.87% | Trim |
| 23 | RTX | Rtx CORP | 0% | -5.22% | Trim |
| 24 | ORCL | Oracle CORP | -0.1% | -36.22% | Trim |
| 25 | AMLP | Alerian Mlp ETF | -0.1% | EXIT | Sold out |
| 26 | HEI | Heico CORP | -0.1% | EXIT | Sold out |
| 27 | CRM | Salesforce Inc | -0.1% | EXIT | Sold out |
| 28 | XOM | Exxon Mobil CORP | -0.1% | -5.66% | Trim |
| 29 | BSCO | Invesco Bulletshares 2024 Cb | -0.1% | EXIT | Sold out |
| 30 | LOW | Lowe's Cos Inc | -0.1% | -11.25% | Trim |
| 31 | ES | Eversource Energy | -0.1% | -17.06% | Trim |
| 32 | LHX | L3harris Technologies Inc | -0.1% | -6.41% | Trim |
| 33 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -51.11% | Trim |
| 34 | IWM | Ishares Russell 2000 ETF | -0.1% | EXIT | Sold out |
| 35 | UNH | Unitedhealth Group Inc | -0.2% | -2.91% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.2% | EXIT | Sold out |
| 37 | VGT | Vanguard Info Tech ETF | -0.2% | -50.11% | Trim |
| 38 | PSEC | Prospect Capital CORP | -0.2% | EXIT | Sold out |
| 39 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 40 | ZTS | Zoetis Inc | -0.2% | -4.50% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | -13.44% | Trim |
| 42 | DHR | Danaher CORP | -0.2% | -5.92% | Trim |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | -0.4% | EXIT | Sold out |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -29.05% | Trim |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | -0.4% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.5% | -36.08% | Trim |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | -0.6% | EXIT | Sold out |
| 48 | ULTA | Ulta Beauty Inc | -0.8% | EXIT | Sold out |
| 49 | HSY | Hershey Co/the | -1% | EXIT | Sold out |
| 50 | UL | Unilever PLC | -1.1% | EXIT | Sold out |
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 88 disclosed positions in Q4 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 28.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSCT
市值: $2.6M
Top Position Liquidated / Trimmed
UL
前期市值: $2.9M
During Q4 2024, Legacy Wealth Management, LLC / MS's top holdings by market value included SPY (22.5%)、MSFT (7.4%)、AAPL (6.9%). The largest single position, SPY, represented 22.5% of total portfolio value.
In Q4 2024, Legacy Wealth Management, LLC / MS made 49 total portfolio adjustments, initiating 6 new buys, adding to 3 positions, trimming 26 holdings, and fully liquidating 14 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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