Legacy Wealth Management, LLC / MS
Q4 2024 13F Holdings
- Locationridgeland, MS
- Num holdings
88
- Value ($000)
$251,707
- Date Filed01/06/2025
- Form type13F-HR
- CIK0002047443
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $56.62M | 23 % | 96,603 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $18.54M | 7 % | 43,975 | ||
AAPL APPLE INC | COM | 037833100 | $17.32M | 7 % | 69,166 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $8.84M | 4 % | 128,207 | ||
PANW PALO ALTO NETWORKS INC | COM | 697435105 | $8.54M | 3 % | 46,940 | ||
V VISA INC | COM CL A | 92826C839 | $8.06M | 3 % | 25,491 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.87M | 3 % | 41,555 | ||
WMT WALMART INC | COM | 931142103 | $7.42M | 3 % | 82,083 | ||
TJX COS INC NEW | COM | 872540109 | $4.70M | 2 % | 38,873 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $4.67M | 2 % | 52,255 |
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