Legacy Wealth Management, LLC / Ms Top Holdings and 13F Report (2025) About Legacy Wealth Management, LLC / MsInvestment ActivityLegacy Wealth Management, LLC / Ms has $251.71 million in total holdings as of December 31, 2024.Legacy Wealth Management, LLC / Ms owns shares of 88 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 12.74% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, LLC / Ms has purchased 96 new stocks and bought additional shares in 19 stocks.Legacy Wealth Management, LLC / Ms sold shares of 45 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $56,617,086Microsoft $18,535,458Apple $17,320,550SPDR Portfolio S&P 500 ETF $8,838,600Palo Alto Networks $8,541,202 Largest New Holdings this Quarter Invesco BulletShares 2029 Corporate Bond ETF $2,642,340 HoldingVanguard Short-Term Corporate Bond ETF $655,674 HoldingCalamos Convertible Opportunities and Income Fund $589,967 HoldingJPMorgan Nasdaq Equity Premium Income ETF $453,126 HoldingGlobal X MLP ETF $232,523 Holding Largest Purchases this Quarter Palo Alto Networks 21,958 shares (about $4.00M)Invesco BulletShares 2029 Corporate Bond ETF 144,075 shares (about $2.64M)Vanguard Short-Term Corporate Bond ETF 8,405 shares (about $655.67K)Calamos Convertible Opportunities and Income Fund 49,411 shares (about $589.97K)JPMorgan Nasdaq Equity Premium Income ETF 8,037 shares (about $453.13K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,740 shares (about $3.36M)NVIDIA 15,428 shares (about $2.07M)Vanguard Total Stock Market ETF 5,445 shares (about $1.58M)Apple 4,779 shares (about $1.20M)Alphabet 5,522 shares (about $1.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Management, LLC / Ms Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$56,617,086$3,364,099 ▼-5.6%96,60322.5%FinanceMSFTMicrosoft$18,535,458$387,780 ▼-2.0%43,9757.4%Computer and TechnologyAAPLApple$17,320,550$1,196,757 ▼-6.5%69,1666.9%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$8,838,600$250,046 ▲2.9%128,2073.5%ETFPANWPalo Alto Networks$8,541,202$3,995,477 ▲87.9%46,9403.4%Computer and TechnologyVVisa$8,056,176$563,499 ▼-6.5%25,4913.2%Business ServicesGOOGLAlphabet$7,866,405$1,045,320 ▼-11.7%41,5553.1%Computer and TechnologyWMTWalmart$7,416,199$301,859 ▼-3.9%82,0832.9%Retail/WholesaleTJXTJX Companies$4,696,247$138,931 ▼-2.9%38,8731.9%Retail/WholesaleBSXBoston Scientific$4,667,417$295,649 ▼-6.0%52,2551.9%MedicalRTXRTX$4,552,425$250,534 ▼-5.2%39,3401.8%AerospaceCBChubb$4,182,629$190,647 ▼-4.4%15,1381.7%FinanceUNHUnitedHealth Group$4,170,375$124,949 ▼-2.9%8,2441.7%MedicalAJGArthur J. Gallagher & Co.$4,127,463$218,565 ▼-5.0%14,5411.6%FinanceVTIVanguard Total Stock Market ETF$3,853,893$1,578,015 ▼-29.1%13,2981.5%ETFHONHoneywell International$3,709,340$203,301 ▼-5.2%16,4211.5%Multi-Sector ConglomeratesNVDANVIDIA$3,671,097$2,071,832 ▼-36.1%27,3371.5%Computer and TechnologyCOSTCostco Wholesale$3,512,063$183,254 ▼-5.0%3,8331.4%Retail/WholesaleBACBank of America$3,482,818$136,245 ▼-3.8%79,2451.4%FinanceXOMExxon Mobil$3,199,347$192,012 ▼-5.7%29,7421.3%Oils/EnergySYKStryker$3,138,196$235,833 ▼-7.0%8,7161.2%MedicalJPMJPMorgan Chase & Co.$3,090,581$65,920 ▼-2.1%12,8931.2%FinanceZTSZoetis$3,081,658$145,171 ▼-4.5%18,9141.2%MedicalDHRDanaher$3,063,345$192,822 ▼-5.9%13,3451.2%Multi-Sector ConglomeratesABTAbbott Laboratories$2,797,097$145,459 ▼-4.9%24,7291.1%MedicalLHXL3Harris Technologies$2,728,804$186,939 ▼-6.4%12,9771.1%AerospaceBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,642,340$2,642,340 ▲New Holding144,0751.0%ETFVOOVanguard S&P 500 ETF$2,150,3910.0%3,9910.9%ETFAMZNAmazon.com$2,129,838$705,119 ▼-24.9%9,7080.8%Retail/WholesaleCPKChesapeake Utilities$2,102,996$193,553 ▼-8.4%17,3300.8%UtilitiesTMOThermo Fisher Scientific$1,939,938$301,213 ▼-13.4%3,7290.8%MedicalLOWLowe's Companies$1,937,380$245,566 ▼-11.2%7,8500.8%Retail/WholesaleEQHEquitable$1,915,338$12,500 ▼-0.6%40,6050.8%FinanceAVGOBroadcom$1,762,911$456,493 ▼-20.6%7,6040.7%Computer and TechnologyMTDRMatador Resources$1,688,644$129,679 ▼-7.1%30,0150.7%Oils/EnergyGOOGAlphabet$1,642,1640.0%8,6230.7%Computer and TechnologyUNPUnion Pacific$1,595,368$20,068 ▼-1.2%6,9960.6%TransportationMCDMcDonald's$1,572,0730.0%5,4230.6%Retail/WholesaleFTVFortive$1,423,950$89,250 ▼-5.9%18,9860.6%Computer and TechnologyTAT&T$1,173,088$94,655 ▲8.8%51,5190.5%Computer and TechnologyISRGIntuitive Surgical$1,153,5320.0%2,2100.5%MedicalEWEdwards Lifesciences$1,042,4160.0%14,0810.4%MedicalRSPInvesco S&P 500 Equal Weight ETF$950,798$49,064 ▲5.4%5,4260.4%ETFJNJJohnson & Johnson$919,7830.0%6,3600.4%MedicalESEversource Energy$916,009$188,371 ▼-17.1%15,9500.4%UtilitiesAXPAmerican Express$890,3700.0%3,0000.4%FinanceTMUST-Mobile US$854,8870.0%3,8730.3%Computer and TechnologyBSCSInvesco BulletShares 2028 Corporate Bond ETF$801,271$16,205 ▲2.1%39,8050.3%ETFWALWestern Alliance Bancorporation$786,9470.0%9,4200.3%FinanceCVXChevron$785,322$67,640 ▼-7.9%5,4220.3%Oils/EnergyFIFiserv$780,5960.0%3,8000.3%Business ServicesCOPConocoPhillips$766,584$129,020 ▲20.2%7,7300.3%Oils/EnergyKKRKKR & Co. Inc.$746,650$40,527 ▲5.7%5,0480.3%FinanceBRK.BBerkshire Hathaway$713,463$120,119 ▼-14.4%1,5740.3%FinanceBXBlackstone$675,369$232,250 ▼-25.6%3,9170.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$655,674$655,674 ▲New Holding8,4050.3%ETFLDOSLeidos$624,5000.0%4,3350.2%AerospaceBLKBlackRock$618,1410.0%6030.2%FinanceOEFiShares S&P 100 ETF$612,913$396,285 ▲182.9%2,1220.2%ETFKOCoca-Cola$599,3770.0%9,6270.2%Consumer StaplesLINDE PLC$593,674$85,827 ▼-12.6%1,4180.2%SHSCHICalamos Convertible Opportunities and Income Fund$589,967$589,967 ▲New Holding49,4110.2%Financial ServicesCHYCalamos Convertible and High Income Fund$561,487$546 ▲0.1%46,2510.2%Financial ServicesVGTVanguard Information Technology ETF$555,990$558,478 ▼-50.1%8940.2%ETFAMEAMETEK$536,093$21,631 ▲4.2%2,9740.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$529,082$27,143 ▲5.4%7,4070.2%ETFHDHome Depot$511,911$10,892 ▲2.2%1,3160.2%Retail/WholesaleAMGNAmgen$504,599$270,023 ▲115.1%1,9360.2%MedicalNXPINXP Semiconductors$493,020$31,385 ▲6.8%2,3720.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$453,126$453,126 ▲New Holding8,0370.2%ETFAVYAvery Dennison$449,1120.0%2,4000.2%Industrial ProductsPFFiShares Preferred and Income Securities ETF$428,958$104,284 ▲32.1%13,6440.2%ETFFEFirstEnergy$421,6680.0%10,6000.2%UtilitiesORCLOracle$412,267$234,129 ▼-36.2%2,4740.2%Computer and TechnologyGABThe Gabelli Equity Trust$403,371$140,052 ▲53.2%74,9760.2%FinanceIWBiShares Russell 1000 ETF$396,257$32,216 ▼-7.5%1,2300.2%ETFTRMKTrustmark$378,4590.0%10,7000.2%FinanceIWRiShares Russell Mid-Cap ETF$377,302$394,452 ▼-51.1%4,2680.1%ETFNEENextEra Energy$349,991$35,415 ▲11.3%4,8820.1%UtilitiesETNEaton$296,692$88,609 ▼-23.0%8940.1%Industrial ProductsCSCOCisco Systems$287,534$58,549 ▲25.6%4,8570.1%Computer and TechnologyWBSWebster Financial$264,780$65,160 ▼-19.7%4,7950.1%FinanceAZNAstraZeneca$258,673$55,430 ▲27.3%3,9480.1%MedicalEGPEastGroup Properties$253,8950.0%1,5820.1%FinanceSPGIS&P Global$249,0150.0%5000.1%Business ServicesMLPAGlobal X MLP ETF$232,523$232,523 ▲New Holding4,7060.1%ETFABBVAbbVie$215,728$72,679 ▼-25.2%1,2140.1%MedicalLLYEli Lilly and Company$214,616$214,616 ▲New Holding2780.1%MedicalULUnilever$0$2,884,874 ▼-100.0%00.0%Consumer StaplesHSYHershey$0$2,753,002 ▼-100.0%00.0%Consumer StaplesULTAUlta Beauty$0$2,225,377 ▼-100.0%00.0%Retail/WholesaleBSCRInvesco BulletShares 2027 Corporate Bond ETF$0$1,617,040 ▼-100.0%00.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$0$1,155,996 ▼-100.0%00.0%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$0$1,060,894 ▼-100.0%00.0%ETFLRCXLam Research$0$513,314 ▼-100.0%00.0%Computer and TechnologyPSECProspect Capital$0$451,091 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$433,015 ▼-100.0%00.0%Computer and TechnologyIWMiShares Russell 2000 ETF$0$372,100 ▼-100.0%00.0%FinanceBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$240,240 ▼-100.0%00.0%ETFAMLPAlerian MLP ETF$0$222,218 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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