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CIK: 0002047443
Total reported value
$389.6M
$389.6M
90 檔
42.6%
As reported in its official Q2 2025 Form 13F filing, Legacy Wealth Management, LLC / MS's tracked investment portfolio stood at $389.6M with 90 total positions.
In Q2 2025, Legacy Wealth Management, LLC / MS adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 10 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 | 17.28% | +0.50% | -4.99% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 15.34% | +0.26% | +589.57% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.85% | -0.51% | -1.79% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.82% | +0.26% | -54.47% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +2.94% | -0.64% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.87% | +1.08% | -3.55% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.33% | -0.70% | -2.18% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.14% | -9.44% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.22% | -12.16% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | -0.04% | +24.59% | |
| 11 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.63% | -0.46% | -3.75% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.62% | -0.24% | -4.61% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.42% | -0.06% | +77.34% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.42% | -0.41% | -3.00% | |
| 15 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.31% | -0.21% | -5.73% | |
| 16 | CB | Chubb Limited | Stock-Financials | 1.30% | -0.23% | -2.67% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 1.28% | -0.62% | EXIT | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.15% | -0.32% | -13.23% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.04% | -4.05% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.12% | +40.65% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.17% | -3.13% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | +0.03% | -2.78% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.22% | -4.56% | |
| 24 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.07% | -0.43% | +14.47% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 1.02% | -0.23% | -2.58% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.00% | -0.41% | -1.36% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.99% | -0.24% | -3.64% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.04% | -16.90% | |
| 29 | COP | Conocophillips | Stock-Energy | 0.88% | -0.13% | +15.03% | |
| 30 | IEX | Idex CORP | Stock-Industrials | 0.88% | +0.03% | +1017.65% | |
| 31 | ZTS | Zoetis Inc | Stock-Healthcare | 0.86% | -0.17% | -3.17% | |
| 32 | EQH | Equitable Holdings Inc | Stock-Financials | 0.67% | -0.09% | -3.36% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.13% | -12.03% | |
| 34 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.63% | -0.07% | -23.60% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | — | |
| 36 | HUBB | Hubbell Inc | Stock-Industrials | 0.54% | -0.03% | — | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.09% | -3.25% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.48% | -0.06% | -1.79% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.07% | +2.19% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.16% | -34.30% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.18% | -13.39% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.34% | — | |
| 43 | MTDR | Matador Resources Co | Stock-Energy | 0.42% | — | -49.74% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.17% | -7.60% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | +0.04% | -14.29% | |
| 46 | FTV | Fortive CORP | Stock-Tech | 0.29% | -0.04% | -2.76% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.29% | -0.26% | EXIT | |
| 48 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.28% | -0.03% | +6.52% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | — | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.26% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +13.7% | +589.57% | Add |
| 2 | MSFT | Microsoft CORP | +1.4% | -1.79% | Trim |
| 3 | IEX | Idex CORP | +0.8% | +1017.65% | Add |
| 4 | ADBE | Adobe Inc | +0.6% | NEW | New buy |
| 5 | HUBB | Hubbell Inc | +0.5% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.5% | +24.59% | Add |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | NEW | New buy |
| 8 | DHR | Danaher CORP | +0.2% | +40.65% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.2% | -3.55% | Trim |
| 10 | AVGO | Broadcom Inc | +0.2% | -12.03% | Trim |
| 11 | LHX | L3harris Technologies Inc | +0.1% | -1.36% | Trim |
| 12 | TSME | Thrivent Sml-mdc Eq Etf-us I | +0.1% | NEW | New buy |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -0.64% | Trim |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +86.51% | Add |
| 15 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | NEW | New buy |
| 16 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -4.56% | Trim |
| 18 | WMT | Walmart Inc | 0% | -2.18% | Trim |
| 19 | BAC | Bank Of America CORP | 0% | -2.78% | Trim |
| 20 | HON | Honeywell International Inc | 0% | -1.35% | Trim |
| 21 | UNH | Unitedhealth Group Inc | 0% | +77.34% | Add |
| 22 | RTX | Rtx CORP | 0% | -4.61% | Trim |
| 23 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 24 | LRCX | Lam Research CORP | -0.1% | EXIT | Sold out |
| 25 | CSQ | Calamos Strat Ttl Rtrn Fnd | -0.1% | EXIT | Sold out |
| 26 | BX | Blackstone Inc | -0.1% | -35.05% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | -0.1% | -9.44% | Trim |
| 28 | CNI | Canadian Natl Railway Co | -0.1% | EXIT | Sold out |
| 29 | AMLP | Alerian Mlp ETF | -0.1% | EXIT | Sold out |
| 30 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -57.20% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -26.87% | Trim |
| 33 | VGT | Vanguard Info Tech ETF | -0.1% | -50.39% | Trim |
| 34 | ZTS | Zoetis Inc | -0.2% | -3.17% | Trim |
| 35 | FTV | Fortive CORP | -0.2% | -2.76% | Trim |
| 36 | WAL | Western Alliance Bancorp | -0.2% | EXIT | Sold out |
| 37 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -60.53% | Trim |
| 38 | CB | Chubb Limited | -0.2% | -2.67% | Trim |
| 39 | ES | Eversource Energy | -0.2% | EXIT | Sold out |
| 40 | CP | Canadian Pacific Kansas City | -0.2% | EXIT | Sold out |
| 41 | BSCT | Invesco Bulletshares 2029 Cb | -0.3% | -23.60% | Trim |
| 42 | AJG | Arthur J Gallagher & Co | -0.3% | -5.73% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.4% | -34.30% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -4.99% | Trim |
| 45 | V | Visa Inc-class A Shares | -0.5% | -12.16% | Trim |
| 46 | CPK | Chesapeake Utilities CORP | -0.5% | EXIT | Sold out |
| 47 | MTDR | Matador Resources Co | -0.5% | -49.74% | Trim |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.6% | -13.23% | Trim |
| 49 | A | Agilent Technologies Inc | -0.8% | -74.74% | Trim |
| 50 | AAPL | Apple Inc | -10.6% | -54.47% | 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 90 disclosed positions in Q2 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, NVDA, MSFT) accounted for 42.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
ADBE
市值: $2.0M
Top Position Liquidated / Trimmed
CPK
前期市值: $1.6M
During Q2 2025, Legacy Wealth Management, LLC / MS's top holdings by market value included SPY (17.3%)、NVDA (15.3%)、MSFT (7.8%). The largest single position, SPY, represented 17.3% of total portfolio value.
In Q2 2025, Legacy Wealth Management, LLC / MS made 50 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 28 holdings, and fully liquidating 10 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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