Legacy Wealth Management, LLC / MS 13F Holdings

CIK 0002047443 · RIDGELAND, MS

As of Sep 30, 2025, Legacy Wealth Management, LLC / MS reported 94 positions worth $332.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology320,436$59.8M18.00%
SPDR S&P 500 ETF TRUSTSPY—86,713$57.8M17.39%
APPLE INCAAPLTechnology100,224$25.5M7.68%
MICROSOFT CORPMSFTTechnology46,406$24.0M7.23%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETFSPYM—137,783 0.8M3.25%
ALPHABET INCGOOGLEquity37,304$9.1M2.73%
PALO ALTO NETWORKS INCPANWTechnology40,746$8.3M2.50%
WALMART INCWMTConsumer Defensive69,277$7.1M2.15%
AMAZON.COM INCAMZNEquity28,806$6.3M1.90%
PALANTIR TECHNOLOGIES INCPLTRTechnology34,160$6.2M1.88%
VISA INC-CLASS A SHARESVFinancial Services18,097$6.2M1.86%
RTX CORPRTXEquity31,440$5.3M1.58%
TJX COMPANIES INCTJXConsumer Cyclical32,808$4.7M1.43%
UNITEDHEALTH GROUP INCUNHHealthcare12,880$4.4M1.34%
BOSTON SCIENTIFIC CORPBSXHealthcare43,165$4.2M1.27%
IQVIA HOLDINGS INCIQVHealthcare19,095$3.6M1.09%
CHUBB LTDCBFinancial Services12,645$3.6M1.07%
L3HARRIS TECHNOLOGIES INCLHXIndustrials11,396$3.5M1.05%
THERMO FISHER SCIENTIFIC INCTMOHealthcare7,143$3.5M1.04%
JPMORGAN CHASE & COJPMFinancial Services10,835$3.4M1.03%
HONEYWELL INTERNATIONAL INCHONIndustrials16,122$3.4M1.02%
BANK OF AMERICA CORPBACFinancial Services65,423$3.4M1.02%
DANAHER CORPDHRHealthcare16,737$3.3M1.00%
ARTHUR J GALLAGHER & COAJGFinancial Services10,483$3.2M0.98%
META PLATFORMS INCMETACommunication Services4,181$3.1M0.92%