Legacy Wealth Management, LLC / Ms Top Holdings and 13F Report (2025) About Legacy Wealth Management, LLC / MsInvestment ActivityLegacy Wealth Management, LLC / Ms has $305.94 million in total holdings as of March 31, 2025.Legacy Wealth Management, LLC / Ms owns shares of 97 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 23.78% of the portfolio was purchased this quarter.About 3.78% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, LLC / Ms has purchased 88 new stocks and bought additional shares in 29 stocks.Legacy Wealth Management, LLC / Ms sold shares of 33 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $54,140,561Apple $53,351,360Microsoft $19,848,883SPDR Portfolio S&P 500 ETF $9,523,111Visa $8,192,803 Largest New Holdings this Quarter 46266C105 - IQVIA $3,424,980 Holding00846U101 - Agilent Technologies $3,182,441 Holding30303M102 - Meta Platforms $2,940,292 Holding13646K108 - Canadian Pacific Kansas City $685,736 Holding09290D101 - BLACKROCK INC $570,727 Holding Largest Purchases this Quarter Apple 171,015 shares (about $37.99M)Thermo Fisher Scientific 7,054 shares (about $3.51M)IQVIA 19,427 shares (about $3.42M)Microsoft 8,900 shares (about $3.34M)Agilent Technologies 27,205 shares (about $3.18M) Largest Sales this Quarter Vanguard S&P 500 ETF 2,350 shares (about $1.21M)Exxon Mobil 8,016 shares (about $953.34K)Edwards Lifesciences 11,036 shares (about $799.89K)Visa 2,114 shares (about $740.88K)Johnson & Johnson 4,120 shares (about $683.26K) 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$54,140,561$101,809 ▲0.2%96,78517.7%FinanceAAPLApple$53,351,360$37,987,530 ▲247.3%240,18117.4%Computer and TechnologyMSFTMicrosoft$19,848,883$3,340,994 ▲20.2%52,8756.5%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$9,523,111$1,092,209 ▲13.0%144,8163.1%ETFVVisa$8,192,803$740,881 ▼-8.3%23,3772.7%Business ServicesPANWPalo Alto Networks$8,167,513$157,671 ▲2.0%47,8642.7%Computer and TechnologyGOOGLAlphabet$7,305,511$879,439 ▲13.7%47,2422.4%Computer and TechnologyWMTWalmart$7,038,651$167,416 ▼-2.3%80,1762.3%Retail/WholesaleTMOThermo Fisher Scientific$5,365,785$3,510,178 ▲189.2%10,7831.8%MedicalBSXBoston Scientific$5,224,575$46,909 ▼-0.9%51,7901.7%MedicalRTXRTX$5,062,224$148,753 ▼-2.9%38,2171.7%AerospaceNVDANVIDIA$5,017,202$2,054,438 ▲69.3%46,2931.6%Computer and TechnologyAJGArthur J. Gallagher & Co.$4,940,730$79,405 ▼-1.6%14,3111.6%FinanceTJXTJX Companies$4,734,7310.0%38,8731.5%Retail/WholesaleAMZNAmazon.com$4,679,254$2,832,210 ▲153.3%24,5941.5%Retail/WholesaleCBChubb$4,571,5250.0%15,1381.5%FinanceUNHUnitedHealth Group$4,412,137$94,276 ▲2.2%8,4241.4%MedicalHONHoneywell International$3,882,648$405,501 ▲11.7%18,3361.3%Multi-Sector ConglomeratesCOSTCostco Wholesale$3,625,1750.0%3,8331.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$3,530,045$124,777 ▼-3.4%12,8441.2%ETFIQVIQVIA$3,424,980$3,424,980 ▲New Holding19,4271.1%MedicalBACBank of America$3,291,245$15,649 ▼-0.5%78,8701.1%FinanceABTAbbott Laboratories$3,280,425$133 ▲0.0%24,7301.1%MedicalSYKStryker$3,244,5310.0%8,7161.1%MedicalJPMJPMorgan Chase & Co.$3,199,448$36,795 ▲1.2%13,0431.0%FinanceAAgilent Technologies$3,182,441$3,182,441 ▲New Holding27,2051.0%MedicalZTSZoetis$3,093,609$20,581 ▼-0.7%18,7891.0%MedicalCOPConocoPhillips$2,941,190$2,129,385 ▲262.3%28,0061.0%EnergyMETAMeta Platforms$2,940,292$2,940,292 ▲New Holding5,1011.0%Computer and TechnologyMTDRMatador Resources$2,909,831$1,376,365 ▲89.8%56,9551.0%EnergyLHXL3Harris Technologies$2,768,543$52,327 ▲1.9%13,2270.9%AerospaceDHRDanaher$2,735,7250.0%13,3450.9%MedicalBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,666,011$3,706 ▼-0.1%143,8750.9%ETFXOMExxon Mobil$2,583,873$953,343 ▼-27.0%21,7260.8%EnergyEQHEquitable$2,115,1140.0%40,6050.7%FinanceLOWLowe's Companies$1,830,8560.0%7,8500.6%Retail/WholesaleTAT&T$1,725,540$268,576 ▲18.4%61,0160.6%Computer and TechnologyUNPUnion Pacific$1,652,7350.0%6,9960.5%TransportationCPKChesapeake Utilities$1,601,522$624,170 ▼-28.0%12,4700.5%UtilitiesMCDMcDonald's$1,591,525$102,457 ▼-6.0%5,0950.5%Retail/WholesaleAVGOBroadcom$1,447,188$174,118 ▲13.7%8,6440.5%Computer and TechnologyFTVFortive$1,384,639$4,757 ▼-0.3%18,9210.5%Computer and TechnologyGOOGAlphabet$1,347,1710.0%8,6230.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,223,243$283,246 ▲30.1%7,0610.4%ETFISRGIntuitive Surgical$1,094,5470.0%2,2100.4%MedicalBRK.BBerkshire Hathaway$1,018,826$180,545 ▲21.5%1,9130.3%FinanceVGTVanguard Information Technology ETF$970,768$485,926 ▲100.2%1,7900.3%ETFIWRiShares Russell Mid-Cap ETF$922,630$559,567 ▲154.1%10,8460.3%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$871,257$61,233 ▲7.6%42,8140.3%ETFKKRKKR & Co. Inc.$864,992$281,394 ▲48.2%7,4820.3%FinanceVOOVanguard S&P 500 ETF$843,326$1,207,688 ▼-58.9%1,6410.3%ETFBXBlackstone$842,983$295,484 ▲54.0%6,0310.3%FinanceAXPAmerican Express$807,1500.0%3,0000.3%FinanceCVXChevron$793,624$113,423 ▼-12.5%4,7440.3%EnergyCPCanadian Pacific Kansas City$685,736$685,736 ▲New Holding9,7670.2%TransportationFIFiserv$662,490$176,664 ▼-21.1%3,0000.2%Business ServicesLINDE PLC$660,2780.0%1,4180.2%SHSESEversource Energy$616,752$373,902 ▼-37.7%9,9300.2%UtilitiesVCSHVanguard Short-Term Corporate Bond ETF$614,153$49,337 ▼-7.4%7,7800.2%ETFAMGNAmgen$603,1610.0%1,9360.2%MedicalKOCoca-Cola$601,608$87,878 ▼-12.7%8,4000.2%Consumer StaplesLDOSLeidos$584,9650.0%4,3350.2%AerospaceBLACKROCK INC$570,727$570,727 ▲New Holding6030.2%COMWALWestern Alliance Bancorporation$537,810$185,929 ▼-25.7%7,0000.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$504,090$340 ▲0.1%7,4120.2%ETFAMEAMETEK$500,067$11,878 ▼-2.3%2,9050.2%Computer and TechnologyOEFiShares S&P 100 ETF$495,817$78,800 ▼-13.7%1,8310.2%ETFORCLOracle$448,851$102,914 ▲29.7%3,2100.1%Computer and TechnologyAVYAvery Dennison$427,1280.0%2,4000.1%IndustrialsIWMiShares Russell 2000 ETF$391,378$391,378 ▲New Holding1,9620.1%FinanceTRMKTrustmark$376,320$7,277 ▲2.0%10,9110.1%FinanceJNJJohnson & Johnson$371,482$683,262 ▼-64.8%2,2400.1%MedicalNXPINXP Semiconductors$355,792$95,030 ▼-21.1%1,8720.1%Computer and TechnologyHDHome Depot$340,469$141,832 ▼-29.4%9290.1%Retail/WholesaleCNICanadian National Railway$326,394$326,394 ▲New Holding3,3490.1%TransportationIWBiShares Russell 1000 ETF$322,077$55,213 ▼-14.6%1,0500.1%ETFAMLPAlerian MLP ETF$322,050$322,050 ▲New Holding6,2000.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$321,725$321,725 ▲New Holding16,4230.1%ETFCSCOCisco Systems$299,7300.0%4,8570.1%Computer and TechnologyCSQCalamos Strategic Total Return Fund$298,650$298,650 ▲New Holding18,4580.1%Financial ServicesLAM RESEARCH CORP$289,346$289,346 ▲New Holding3,9800.1%COM NEWCRWDCrowdStrike$283,122$283,122 ▲New Holding8030.1%Computer and TechnologyEGPEastGroup Properties$281,044$2,291 ▲0.8%1,5950.1%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$267,460$267,460 ▲New Holding13,7300.1%ETFIEXIDEX$266,569$266,569 ▲New Holding1,4730.1%IndustrialsNEENextEra Energy$261,868$84,217 ▼-24.3%3,6940.1%UtilitiesSPGIS&P Global$254,0500.0%5000.1%Business ServicesMLPAGlobal X MLP ETF$250,5000.0%4,7060.1%ETFAZNAstraZeneca$238,581$51,597 ▼-17.8%3,2460.1%MedicalABBVAbbVie$232,809$21,584 ▼-8.5%1,1110.1%MedicalLLYEli Lilly and Company$229,6030.0%2780.1%MedicalCRMSalesforce$227,988$227,988 ▲New Holding8500.1%Computer and TechnologyEWEdwards Lifesciences$220,702$799,891 ▼-78.4%3,0450.1%MedicalBROBrown & Brown$204,016$204,016 ▲New Holding1,6400.1%FinanceCHYCalamos Convertible and High Income Fund$134,987$332,150 ▼-71.1%13,3650.0%Financial ServicesCHICalamos Convertible Opportunities and Income Fund$127,566$346,285 ▼-73.1%13,3020.0%Financial ServicesGABThe Gabelli Equity Trust$102,216$310,902 ▼-75.3%18,5510.0%FinanceTMUST-Mobile US$0$854,887 ▼-100.0%00.0%Computer and TechnologyBLKBlackRock$0$618,141 ▼-100.0%00.0%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$453,126 ▼-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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