LW
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Legacy Wealth Management, LLC / MS13F | |
| Legacy Wealth Management, LLC / MS | |
| Last update 2025-07-01 | 90 Stocks (6 new) |
| Value $329.00 Mil | Turnover 17 % |
Legacy Wealth Management, LLC ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 91,957 | 56,815.6 | -4.99% | 17.280 | -0.88% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
NVDA | NVIDIA Corp | 319,224 | 50,434.2 | +589.57% | 15.340 | +13.12% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 51,929 | 25,830.2 | -1.79% | 7.850 | -0.12% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 109,347 | 22,434.6 | -54.47% | 6.820 | -9.50% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPLG | SPDR Portfolio S&P 500 ETF | 143,893 | 10,459.6 | -0.64% | 3.180 | -0.02% | 0.010 | +19.60% | +7.78% | 76,985.6 | ||
PANW | Palo Alto Networks Inc | 46,165 | 9,447.2 | -3.55% | 2.870 | -0.09% | 0.010 | +16.75% | +7.60% | 130,546.1 | Software | |
WMT | Walmart Inc | 78,429 | 7,668.8 | -2.18% | 2.330 | -0.05% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
GOOGL | Alphabet Inc | 42,782 | 7,539.4 | -9.44% | 2.290 | -0.23% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
V | Visa Inc | 20,535 | 7,290.9 | -12.16% | 2.220 | -0.33% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AMZN | Amazon.com Inc | 30,642 | 6,722.6 | +24.59% | 2.040 | +0.40% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical |
Legacy Wealth Management, LLC / MS's Historical Top Holdings Breakdowns
Legacy Wealth Management, LLC / MS's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +13.12% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Add 589.57% | 319,224 | 272,931 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -9.50% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Reduce -54.47% | 109,347 | -130,834 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.88% | 496.48 ($571.44) 617.85 | $627.58 | 9.82% | Reduce -4.99% | 91,957 | -4,828 | |
IEX | IDEX Corp | 2025-06-30 | Add Add | +0.80% | 160.66 ($177.34) 191.29 | $183.38 | 3.41% | Add 1017.65% | 16,463 | 14,990 | |
A | Agilent Technologies Inc | 2025-06-30 | Reduce Reduce | -0.78% | 99.29 ($110.91) 120.52 | $113.99 | 2.78% | Reduce -74.74% | 6,873 | -20,332 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Add Add | +0.62% | 274.35 ($384.44) 599.47 | $282.65 | -26.48% | Add 77.34% | 14,939 | 6,515 | |
ADBE | Adobe Inc | 2025-06-30 | New Buy New Buy | +0.61% | 340 ($385.29) 420.68 | $365.79 | -5.06% | New holding | 5,175 | 5,175 | |
HUBB | Hubbell Inc | 2025-06-30 | New Buy New Buy | +0.54% | 315.94 ($370.08) 408.41 | $430.28 | 16.27% | New holding | 4,317 | 4,317 | |
CPK | Chesapeake Utilities Corp | 2025-06-30 | Sold Out Sold Out | -0.52% | 116 ($125.84) 135.5 | $122.11 | -2.96% | Sold Out | 0 | -12,470 | |
MTDR | Matador Resources Co | 2025-06-30 | Reduce Reduce | -0.47% | 36.67 ($44.27) 52.23 | $51.34 | 15.97% | Reduce -49.74% | 28,625 | -28,330 |
Legacy Wealth Management, LLC / MS Total Holding History ($B)
Legacy Wealth Management, LLC / MS's Asset Allocation
Legacy Wealth Management, LLC / MS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Legacy Wealth Management, LLC / MS's Hypothetical Growth since 2025-06-30
Legacy Wealth Management, LLC / MS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Wealth Management, LLC / MS's Holdings Heat Map
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Legacy Wealth Management, LLC / MS's Holdings Bubble Chart
Legacy Wealth Management, LLC / MS News
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