Legacy Wealth Management, LLC / Ms Top Holdings and 13F Report (2025) About Legacy Wealth Management, LLC / MsInvestment ActivityLegacy Wealth Management, LLC / Ms has $332.24 million in total holdings as of September 30, 2025.Legacy Wealth Management, LLC / Ms owns shares of 94 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.90% of the portfolio was purchased this quarter.About 10.59% of the portfolio was sold this quarter.This quarter, Legacy Wealth Management, LLC / Ms has purchased 90 new stocks and bought additional shares in 16 stocks.Legacy Wealth Management, LLC / Ms sold shares of 55 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $59,787,024SPDR S&P 500 ETF Trust $57,766,200Apple $25,520,084Microsoft $24,036,072SPDR Portfolio S&P 500 ETF $10,793,956 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $6,231,467 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $402,065 Holding46641Q332 - JPMorgan Equity Premium Income ETF $357,846 Holding88636J659 - TIDAL TRUST II $294,156 Holding750940108 - RALLIANT CORP $212,528 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 34,160 shares (about $6.23M)JPMorgan Nasdaq Equity Premium Income ETF 6,990 shares (about $402.07K)JPMorgan Equity Premium Income ETF 6,267 shares (about $357.85K)Calamos Convertible Opportunities and Income Fund 31,686 shares (about $341.89K)Calamos Convertible and High Income Fund 28,194 shares (about $316.34K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 5,244 shares (about $3.49M)Microsoft 5,523 shares (about $2.86M)Vanguard Total Stock Market ETF 7,360 shares (about $2.42M)Apple 9,123 shares (about $2.32M)Alphabet 5,478 shares (about $1.33M) 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 PortfolioSectorNVDANVIDIA$59,787,024$226,135 ▲0.4%320,43618.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$57,766,200$3,493,432 ▼-5.7%86,71317.4%FinanceAAPLApple$25,520,084$2,322,994 ▼-8.3%100,2247.7%Computer and TechnologyMSFTMicrosoft$24,036,072$2,860,648 ▼-10.6%46,4067.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$10,793,956$478,659 ▼-4.2%137,7833.2%ETFGOOGLAlphabet$9,068,528$1,331,691 ▼-12.8%37,3042.7%Computer and TechnologyPANWPalo Alto Networks$8,296,701$1,103,417 ▼-11.7%40,7462.5%Computer and TechnologyWMTWalmart$7,139,668$943,203 ▼-11.7%69,2772.1%Retail/WholesaleAMZNAmazon.com$6,324,933$403,130 ▼-6.0%28,8061.9%Retail/WholesalePALANTIR TECHNOLOGIES INC$6,231,467$6,231,467 ▲New Holding34,1601.9%CL AVVisa$6,177,954$832,284 ▼-11.9%18,0971.9%Business ServicesRTXRTX$5,260,867$839,329 ▼-13.8%31,4401.6%AerospaceTJXTJX Companies$4,742,068$708,246 ▼-13.0%32,8081.4%Retail/WholesaleUNHUnitedHealth Group$4,447,464$710,973 ▼-13.8%12,8801.3%MedicalBSXBoston Scientific$4,214,199$652,657 ▼-13.4%43,1651.3%MedicalIQVIQVIA$3,626,904$597,171 ▼-14.1%19,0951.1%MedicalCBChubb$3,569,051$589,620 ▼-14.2%12,6451.1%FinanceLHXL3Harris Technologies$3,480,503$504,239 ▼-12.7%11,3961.0%AerospaceTMOThermo Fisher Scientific$3,464,498$1,073,349 ▼-23.7%7,1431.0%MedicalJPMJPMorgan Chase & Co.$3,417,684$508,789 ▼-13.0%10,8351.0%FinanceHONHoneywell International$3,393,597$414,043 ▼-10.9%16,1221.0%Multi-Sector ConglomeratesBACBank of America$3,375,173$580,439 ▼-14.7%65,4231.0%FinanceDHRDanaher$3,318,278$403,063 ▼-10.8%16,7371.0%MedicalAJGArthur J. Gallagher & Co.$3,247,004$931,698 ▼-22.3%10,4831.0%FinanceMETAMeta Platforms$3,070,443$42,594 ▼-1.4%4,1810.9%Computer and TechnologyCOSTCostco Wholesale$3,013,982$423,031 ▼-12.3%3,2560.9%Retail/WholesaleCOPConocoPhillips$2,823,795$223,327 ▼-7.3%29,8530.8%EnergySYKStryker$2,778,070$360,798 ▼-11.5%7,5150.8%MedicalABTAbbott Laboratories$2,641,535$550,353 ▼-17.2%19,7220.8%MedicalAVGOBroadcom$2,625,909$117,125 ▲4.7%7,9590.8%Computer and TechnologyIEXIDEX$2,173,334$506,184 ▼-18.9%13,3530.7%IndustrialsZTSZoetis$2,110,520$551,626 ▼-20.7%14,4240.6%MedicalGOOGAlphabet$1,907,661$238,427 ▼-11.1%7,8330.6%Computer and TechnologyHUBBHubbell$1,760,623$96,808 ▼-5.2%4,0920.5%IndustrialsEQHEquitable$1,692,751$299,856 ▼-15.0%33,3350.5%FinanceLOWLowe's Companies$1,653,620$255,080 ▼-13.4%6,5800.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,629,036$2,415,331 ▼-59.7%4,9640.5%ETFTAT&T$1,505,091$12,652 ▲0.8%53,2960.5%Computer and TechnologyMCDMcDonald's$1,500,120$48,322 ▼-3.1%4,9360.5%Retail/WholesaleBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,389,331$678,254 ▼-32.8%73,8610.4%ETFXOMExxon Mobil$1,367,658$241,849 ▼-15.0%12,1300.4%EnergyUNPUnion Pacific$1,342,818$281,280 ▼-17.3%5,6810.4%TransportationRSPInvesco S&P 500 Equal Weight ETF$1,084,336$63,740 ▼-5.6%5,7160.3%ETFAXPAmerican Express$996,4800.0%3,0000.3%FinanceVOOVanguard S&P 500 ETF$949,189$55,727 ▼-5.5%1,5500.3%ETFMTDRMatador Resources$824,690$461,431 ▼-35.9%18,3550.2%EnergyLDOSLeidos$819,1420.0%4,3350.2%Computer and TechnologyISRGIntuitive Surgical$745,532$167,711 ▼-18.4%1,6670.2%MedicalBSCSInvesco BulletShares 2028 Corporate Bond ETF$740,698$197,367 ▼-21.0%36,0090.2%ETFFTVFortive$723,386$177,981 ▼-19.7%14,7660.2%Computer and TechnologyOEFiShares S&P 100 ETF$715,761$65,584 ▲10.1%2,1500.2%ETFBLACKROCK INC$703,5680.0%6030.2%COMLINDE PLC$673,5500.0%1,4180.2%SHSBXBlackstone$669,972$683 ▲0.1%3,9210.2%FinanceKKRKKR & Co. Inc.$655,9880.0%5,0480.2%FinanceCVXChevron$628,334$30,438 ▼-4.6%4,0460.2%EnergyKOCocaCola$625,928$68,840 ▲12.4%9,4380.2%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$611,517$323,221 ▼-34.6%13,2020.2%ETFAAgilent Technologies$602,218$279,931 ▼-31.7%4,6920.2%MedicalVGTVanguard Information Technology ETF$599,800$63,491 ▼-9.6%8030.2%ETFCHICalamos Convertible Opportunities and Income Fund$588,735$341,892 ▲138.5%54,5630.2%Financial ServicesCHYCalamos Convertible and High Income Fund$569,238$316,338 ▲125.1%50,7340.2%Financial ServicesAMGNAmgen$546,3390.0%1,9360.2%MedicalTSMEThrivent Small-Mid Cap Equity ETF$519,828$230,767 ▲79.8%12,5290.2%ETFORCLOracle$511,576$16,874 ▲3.4%1,8190.2%Computer and TechnologyBRK.BBerkshire Hathaway$477,100$226,233 ▼-32.2%9490.1%FinanceTRMKTrustmark$423,7200.0%10,7000.1%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$402,065$402,065 ▲New Holding6,9900.1%ETFAVYAvery Dennison$389,2080.0%2,4000.1%IndustrialsFIFiserv$386,7900.0%3,0000.1%Business ServicesAMEAMETEK$379,760$137,240 ▼-26.5%2,0200.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$357,846$357,846 ▲New Holding6,2670.1%ETFNEENextEra Energy$352,360$73,522 ▲26.4%4,6680.1%UtilitiesBSCRInvesco BulletShares 2027 Corporate Bond ETF$344,956$258,766 ▼-42.9%17,5020.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$320,1000.0%3,9690.1%ETFIWRiShares Russell Mid-Cap ETF$315,987$97,316 ▼-23.5%3,2730.1%ETFTIDAL TRUST II$294,156$294,156 ▲New Holding22,9630.1%YIELDMAX UNIVERSHDHome Depot$287,318$66,460 ▼-18.8%7090.1%Retail/WholesaleNXPINXP Semiconductors$279,1970.0%1,2260.1%Computer and TechnologyEGPEastGroup Properties$274,722$2,200 ▲0.8%1,6230.1%FinanceBSCUInvesco BulletShares 2030 Corporate Bond ETF$256,293$8,332 ▲3.4%15,1650.1%ManufacturingCRWDCrowdStrike$250,5840.0%5110.1%Computer and TechnologyLLYEli Lilly and Company$249,501$37,387 ▲17.6%3270.1%MedicalAZNAstraZeneca$249,0330.0%3,2460.1%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$246,794$10,359 ▲4.4%8,1480.1%ETFSPGIS&P Global$243,3550.0%5000.1%FinanceCSCOCisco Systems$234,681$95,788 ▼-29.0%3,4300.1%Computer and TechnologyMLPAGlobal X MLP ETF$227,8650.0%4,7060.1%ETFRALLIANT CORP$212,528$212,528 ▲New Holding4,8600.1%COMVRTVertiv$211,564$211,564 ▲New Holding1,4020.1%Computer and TechnologyABBVAbbVie$204,605$204,605 ▲New Holding8840.1%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$203,131$4,988 ▲2.5%10,3850.1%ETFGABGabelli Equity Trust$190,124$131,057 ▼-40.8%31,2190.1%FinanceTIDAL TRUST II$183,434$183,434 ▲New Holding10,3870.1%YIELDMAX GOLD MIADBEAdobe$0$2,002,104 ▼-100.0%00.0%Computer and TechnologyIWBiShares Russell 1000 ETF$0$356,549 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$264,735 ▼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$239,666 ▼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
