Legacy Wealth Management, LLC / MS

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    ridgeland, MS
  • CIK
    0002047443
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

97

$305.94 M
SPY, AAPL, MSFT, KRE
13F-HR
Apr 3, 2025
000121465925005342

88

$251.71 M
SPY, MSFT, AAPL, KRE
13F-HR
Jan 6, 2025
000121465925000164

96

$272.27 M
SPY, MSFT, AAPL, PANW
13F-HR
Dec 12, 2024
000121465924020407

72

$236.75 M
SPY, MSFT, AAPL, PANW
13F-HR
Dec 12, 2024
000121465924020387

71

$221.81 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020386

70

$207.41 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020385

74

$192.40 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020384

72

$199.40 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020383

72

$181.23 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020382

71

$168.73 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020381

76

$148.18 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020380

82

$164.57 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020379

94

$191.56 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020378

103

$195.37 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020377

104

$186.96 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020376

102

$180.39 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020375

96

$165.00 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020374

93

$157.81 M
SPY, AAPL, MSFT, V
13F-HR
Dec 12, 2024
000121465924020373

96

$145.07 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020372

96

$130.97 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020371

93

$107.33 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020370

103

$114.83 M
SPY, MSFT, AAPL, V
13F-HR
Dec 12, 2024
000121465924020369