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CIK: 0002047443
Total reported value
$389.6M
$389.6M
94 檔
45.7%
At the close of Q3 2025, Legacy Wealth Management, LLC / MS disclosed equity holdings valued at approximately $389.6M, spread across 94 reported holdings.
In Q3 2025, Legacy Wealth Management, LLC / MS adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.00% | +0.26% | +0.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.39% | +0.50% | -5.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.68% | +0.26% | -8.34% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.23% | -0.51% | -10.64% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | +2.94% | -4.25% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.14% | -12.80% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.50% | +1.08% | -11.74% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.15% | -0.70% | -11.67% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.04% | -5.99% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.88% | -1.54% | EXIT | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | -0.22% | -11.87% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 1.58% | -0.24% | -13.76% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.43% | -0.41% | -12.99% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | -0.06% | -13.78% | |
| 15 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.27% | -0.46% | -13.41% | |
| 16 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.09% | -0.43% | -14.14% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.07% | -0.23% | -14.18% | |
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.05% | -0.41% | -12.65% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -0.32% | -23.65% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.22% | -12.96% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.02% | -0.62% | EXIT | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | +0.03% | -14.67% | |
| 23 | DHR | Danaher CORP | Stock-Healthcare | 1.00% | -0.12% | -10.83% | |
| 24 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.98% | -0.21% | -22.30% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.04% | -1.37% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.17% | -12.31% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.85% | -0.13% | -7.33% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.84% | -0.23% | -11.49% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.24% | -17.24% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.13% | +4.67% | |
| 31 | IEX | Idex CORP | Stock-Industrials | 0.65% | +0.03% | -18.89% | |
| 32 | ZTS | Zoetis Inc | Stock-Healthcare | 0.64% | -0.17% | -20.72% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.07% | -11.11% | |
| 34 | HUBB | Hubbell Inc | Stock-Industrials | 0.53% | -0.03% | -5.21% | |
| 35 | EQH | Equitable Holdings Inc | Stock-Financials | 0.51% | -0.09% | -15.05% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | -0.09% | -13.36% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.04% | -59.72% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.18% | +0.85% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.34% | -3.12% | |
| 40 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.42% | -0.07% | -32.80% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.16% | -15.03% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.06% | -17.32% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | +0.04% | -5.55% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.30% | -0.26% | EXIT | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | -5.55% | |
| 46 | MTDR | Matador Resources Co | Stock-Energy | 0.25% | — | -35.88% | |
| 47 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.25% | -0.08% | — | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.22% | -0.17% | -18.36% | |
| 49 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.22% | -0.03% | -21.04% | |
| 50 | FTV | Fortive CORP | Stock-Tech | 0.22% | -0.04% | -19.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +16.4% | +0.38% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | -10.64% | Trim |
| 3 | IEX | Idex CORP | +0.6% | -18.89% | Add |
| 4 | AMZN | Amazon.com Inc | +0.4% | -5.99% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -12.80% | Trim |
| 6 | AVGO | Broadcom Inc | +0.3% | +4.67% | Trim |
| 7 | LHX | L3harris Technologies Inc | +0.2% | -12.65% | Trim |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -4.25% | Trim |
| 9 | CHI | Calamos Convert Opport & Inc | +0.1% | +138.51% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -11.11% | Trim |
| 11 | XCHYX | Calamos Convert & High Inc | +0.1% | +125.08% | Add |
| 12 | DHR | Danaher CORP | +0.1% | -10.83% | Add |
| 13 | VGT | Vanguard Info Tech ETF | -0.1% | -9.57% | Trim |
| 14 | ISRG | Intuitive Surgical Inc | -0.1% | -18.36% | Trim |
| 15 | EQH | Equitable Holdings Inc | -0.2% | -15.05% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -32.17% | Trim |
| 17 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -23.55% | Trim |
| 18 | SYK | Stryker CORP | -0.2% | -11.49% | Trim |
| 19 | FTV | Fortive CORP | -0.2% | -19.75% | Trim |
| 20 | HON | Honeywell International Inc | -0.3% | -10.87% | Trim |
| 21 | ABT | Abbott Laboratories | -0.3% | -17.24% | Trim |
| 22 | COST | Costco Wholesale CORP | -0.3% | -12.31% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -5.70% | Trim |
| 24 | ZTS | Zoetis Inc | -0.4% | -20.72% | Trim |
| 25 | CB | Chubb Limited | -0.4% | -14.18% | Trim |
| 26 | XOM | Exxon Mobil CORP | -0.4% | -15.03% | Trim |
| 27 | BSX | Boston Scientific CORP | -0.4% | -13.41% | Trim |
| 28 | BSCT | Invesco Bulletshares 2029 Cb | -0.5% | -32.80% | Trim |
| 29 | AJG | Arthur J Gallagher & Co | -0.6% | -22.30% | Trim |
| 30 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | -59.72% | Trim |
| 31 | MTDR | Matador Resources Co | -0.7% | -35.88% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.7% | -23.65% | Trim |
| 33 | V | Visa Inc-class A Shares | -0.8% | -11.87% | Trim |
| 34 | A | Agilent Technologies Inc | -0.9% | -31.73% | Trim |
| 35 | AAPL | Apple Inc | -9.8% | -8.34% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 37 | HUBB | Hubbell Inc | — | NEW | New buy |
| 38 | CPK | Chesapeake Utilities CORP | — | EXIT | Sold out |
| 39 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 40 | ES | Eversource Energy | — | EXIT | Sold out |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | New buy |
| 43 | WAL | Western Alliance Bancorp | — | EXIT | Sold out |
| 44 | TSME | Thrivent Sml-mdc Eq Etf-us I | — | NEW | New buy |
| 45 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 46 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 47 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 48 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 49 | CNI | Canadian Natl Railway Co | — | EXIT | Sold out |
| 50 | IWB | Ishares Russell 1000 ETF | — | 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 94 disclosed positions in Q3 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 NVDA, SPY, AAPL) accounted for 45.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $6.2M
Top Position Liquidated / Trimmed
CPK
前期市值: $1.6M
During Q3 2025, Legacy Wealth Management, LLC / MS's top holdings by market value included NVDA (18.0%)、SPY (17.4%)、AAPL (7.7%). The largest single position, NVDA, represented 18.0% of total portfolio value.
In Q3 2025, Legacy Wealth Management, LLC / MS made 50 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 29 holdings, and fully liquidating 9 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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