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CIK: 0002047443
Total reported value
$389.6M
$389.6M
97 檔
37.2%
In Q1 2025, Legacy Wealth Management, LLC / MS's U.S. equity holdings reached a combined market value of $389.6M, distributed across 97 disclosed stock positions.
In Q1 2025, Legacy Wealth Management, LLC / MS displayed an active expansion posture, initiating 10 new positions and adding to 17 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 | 17.70% | +0.50% | +0.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 17.44% | +0.26% | +247.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.49% | -0.51% | +20.24% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +2.94% | +12.95% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.68% | -0.22% | -8.29% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.67% | +1.08% | +1.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.39% | +0.14% | +13.69% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.30% | -0.70% | -2.32% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.75% | -0.32% | +189.17% | |
| 10 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.71% | -0.46% | -0.89% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.65% | -0.24% | -2.85% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.26% | +69.34% | |
| 13 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.61% | -0.21% | -1.58% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.55% | -0.41% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | -0.04% | +153.34% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.49% | -0.23% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | -0.06% | +2.18% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 1.27% | -0.62% | EXIT | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.17% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.15% | +0.04% | -3.41% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.12% | -0.43% | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.08% | +0.03% | -0.47% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.07% | -0.24% | +0.00% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.06% | -0.23% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.22% | +1.16% | |
| 26 | A | Agilent Technologies Inc | Stock-Healthcare | 1.04% | — | — | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 1.01% | -0.17% | -0.66% | |
| 28 | COP | Conocophillips | Stock-Energy | 0.96% | -0.13% | +262.30% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.04% | — | |
| 30 | MTDR | Matador Resources Co | Stock-Energy | 0.95% | — | +89.76% | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.90% | -0.41% | +1.93% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.89% | -0.12% | — | |
| 33 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.87% | -0.07% | -0.14% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.16% | -26.95% | |
| 35 | EQH | Equitable Holdings Inc | Stock-Financials | 0.69% | -0.09% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.09% | — | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.56% | -0.18% | +18.43% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | -0.06% | — | |
| 39 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.52% | — | -28.04% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.34% | -6.05% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.13% | +13.68% | |
| 42 | FTV | Fortive CORP | Stock-Tech | 0.45% | -0.04% | -0.34% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.07% | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.04% | +30.13% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.36% | -0.17% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.11% | +21.54% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.32% | +0.04% | +100.22% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | +154.12% | |
| 49 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.28% | -0.03% | +7.56% | |
| 50 | KKR | Kkr & Co Inc | Stock-Financials | 0.28% | -0.01% | +48.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +10.6% | +247.25% | Add |
| 2 | IQV | Iqvia Holdings Inc | +1.1% | NEW | New buy |
| 3 | A | Agilent Technologies Inc | +1% | NEW | New buy |
| 4 | TMO | Thermo Fisher Scientific Inc | +1% | +189.17% | Add |
| 5 | META | Meta Platforms Inc-class A | +1% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.7% | +153.34% | Add |
| 7 | COP | Conocophillips | +0.7% | +262.30% | Add |
| 8 | MTDR | Matador Resources Co | +0.3% | +89.76% | Add |
| 9 | CP | Canadian Pacific Kansas City | +0.2% | NEW | New buy |
| 10 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.2% | +69.34% | Add |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +154.12% | Add |
| 13 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 14 | CNI | Canadian Natl Railway Co | +0.1% | NEW | New buy |
| 15 | AMLP | Alerian Mlp ETF | +0.1% | NEW | New buy |
| 16 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | NEW | New buy |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | +100.22% | Add |
| 18 | CSQ | Calamos Strat Ttl Rtrn Fnd | +0.1% | NEW | New buy |
| 19 | T | At&t Inc | +0.1% | +18.43% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +21.54% | Add |
| 21 | AJG | Arthur J Gallagher & Co | 0% | -1.58% | Trim |
| 22 | ABT | Abbott Laboratories | 0% | +0.00% | Add |
| 23 | ETN | Eaton Corporation plc | -0.1% | EXIT | Sold out |
| 24 | GAB | Gabelli Equity Trust | -0.1% | -75.26% | Trim |
| 25 | BSX | Boston Scientific CORP | -0.1% | -0.89% | Trim |
| 26 | RTX | Rtx CORP | -0.2% | -2.85% | Trim |
| 27 | ES | Eversource Energy | -0.2% | -37.74% | Trim |
| 28 | PFF | Ishares Preferred & Income S | -0.2% | EXIT | Sold out |
| 29 | FE | Firstenergy CORP | -0.2% | EXIT | Sold out |
| 30 | CB | Chubb Limited | -0.2% | — | Unchanged |
| 31 | JEPQ | JPM Nasdaq Equity Premium | -0.2% | EXIT | Sold out |
| 32 | XCHYX | Calamos Convert & High Inc | -0.2% | -71.10% | Trim |
| 33 | CHI | Calamos Convert Opport & Inc | -0.2% | -73.08% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 35 | AVGO | Broadcom Inc | -0.2% | +13.68% | Add |
| 36 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 37 | JNJ | Johnson & Johnson | -0.3% | -64.78% | Trim |
| 38 | CPK | Chesapeake Utilities CORP | -0.3% | -28.04% | Trim |
| 39 | DHR | Danaher CORP | -0.3% | — | Unchanged |
| 40 | TMUS | T-mobile US Inc | -0.3% | EXIT | Sold out |
| 41 | EW | Edwards Lifesciences CORP | -0.3% | -78.38% | Trim |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -3.41% | Trim |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | +12.95% | Add |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -26.95% | Trim |
| 45 | VOO | Vanguard S&p 500 ETF | -0.6% | -58.88% | Trim |
| 46 | WMT | Walmart Inc | -0.7% | -2.32% | Trim |
| 47 | PANW | Palo Alto Networks Inc | -0.7% | +1.97% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | +13.69% | Add |
| 49 | MSFT | Microsoft CORP | -0.9% | +20.24% | Add |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.8% | +0.19% | Add |
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 97 disclosed positions in Q1 2025.
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, AAPL, MSFT) accounted for 37.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IQV
市值: $3.4M
Top Position Liquidated / Trimmed
TMUS
前期市值: $854.9K
During Q1 2025, Legacy Wealth Management, LLC / MS's top holdings by market value included SPY (17.7%)、AAPL (17.4%)、MSFT (6.5%). The largest single position, SPY, represented 17.7% of total portfolio value.
In Q1 2025, Legacy Wealth Management, LLC / MS made 47 total portfolio adjustments, initiating 10 new buys, adding to 17 positions, trimming 14 holdings, and fully liquidating 6 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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