Legacy-Wealth-Management-Llc--Ms

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  "A",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "BSX",
  "CSQ",
  "EQH",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "ISRG",
  null,
  "META",
  null,
  null,
  "IQV",
  "CHI",
  "LHX",
  "LRCX",
  "LIN",
  "MSFT",
  "FTV",
  "GAB",
  "BX",
  "KKR",
  "ORCL",
  null,
  "PANW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LDOS",
  null,
  "AMGN",
  "SPGI",
  "RTX",
  "SPLG",
  "SYK",
  "TMO",
  "TJX",
  "TRMK",
  "EW",
  "MTDR",
  "AVY",
  "FI",
  "AJG",
  "IWR",
  "ES",
  "IEX",
  "AMZN",
  "CHY",
  "EGP",
  "VGT",
  null,
  "VOO",
  "V",
  "WMT",
  "WAL",
  null,
  null,
  "NXPI",
  "CRM",
  "AME",
  "BAC",
  "BRK-B",
  "CNI",
  "CPK",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "CRWD",
  "DHR",
  "RSP",
  "IWB",
  "NEE",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-03
Total Holdings: 97
Total Value: 305938331
Accession Number: 0001214659-25-005342
Form Type: 13F-HR
CIK: legacy-wealth-management-llc--ms
Manager Name: Legacy-Wealth-Management-Llc--Ms

Data Enrichment

91% identified

88 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

97 positions • $305.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Broadcom Inc.

AVGO|11135F101

Shares:8.6K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$305.9M)

Fortive Corp

FTV|34959J108

Shares:18.9K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$305.9M)

Alphabet Inc.

GOOG|02079K107

Shares:8.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$305.9M)

46137V357

RSP|46137V357

Shares:7.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$305.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$305.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$305.9M)

92204A702

VGT|92204A702

Shares:1.8K

Value:$970.8K

% of Portfolio:0.3% ($970.8K/$305.9M)

464287499

IWR|464287499

Shares:10.8K

Value:$922.6K

% of Portfolio:0.3% ($922.6K/$305.9M)

46138J643

Shares:42.8K

Value:$871.3K

% of Portfolio:0.3% ($871.3K/$305.9M)

KKR & Co. Inc.

KKR|48251W104

Shares:7.5K

Value:$865.0K

% of Portfolio:0.3% ($865.0K/$305.9M)

922908363

VOO|922908363

Shares:1.6K

Value:$843.3K

% of Portfolio:0.3% ($843.3K/$305.9M)

Blackstone Inc.

BX|09260D107

Shares:6.0K

Value:$843.0K

% of Portfolio:0.3% ($843.0K/$305.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.0K

Value:$807.1K

% of Portfolio:0.3% ($807.1K/$305.9M)

CHEVRON CORP

CVX|166764100

Shares:4.7K

Value:$793.6K

% of Portfolio:0.3% ($793.6K/$305.9M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:9.8K

Value:$685.7K

% of Portfolio:0.2% ($685.7K/$305.9M)

FISERV INC

FI|337738108

Shares:3.0K

Value:$662.5K

% of Portfolio:0.2% ($662.5K/$305.9M)

LINDE PLC

LIN|G54950103

Shares:1.4K

Value:$660.3K

% of Portfolio:0.2% ($660.3K/$305.9M)

EVERSOURCE ENERGY

ES|30040W108

Shares:9.9K

Value:$616.8K

% of Portfolio:0.2% ($616.8K/$305.9M)

92206C409

Shares:7.8K

Value:$614.2K

% of Portfolio:0.2% ($614.2K/$305.9M)

AMGEN INC

AMGN|031162100

Shares:1.9K

Value:$603.2K

% of Portfolio:0.2% ($603.2K/$305.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	8.6K	QoQ +13.67% (-1.0K) YoY +912.17% (+7.8K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$305.9M)	QoQ -17.90% (-$315.7K) YoY +27.85% (+$315.3K)
Fortive Corp(FTVcusip34959J108)	18.9K	QoQ -0.34% (-65) YoY -6.22% (-1.3K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$305.9M)	QoQ -2.76% (-$39.3K) YoY -20.21% (-$350.9K)
Alphabet Inc.(GOOGcusip02079K107)	8.6K	QoQ 0.00% (-0) YoY -3.57% (-320)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$305.9M)	QoQ -17.96% (-$295.0K) YoY -1.06% (-$14.5K)
(RSPcusip46137V357)	7.1K	QoQ +30.13% (+1.6K) YoY NEW(+7.1K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$305.9M)	QoQ +28.65% (+$272.4K) YoY NEW(+$1.2M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$305.9M)	QoQ -5.11% (-$59.0K) YoY +24.09% (+$212.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ +21.53% (+339) YoY +27.53% (+413)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$305.9M)	QoQ +42.80% (+$305.4K) YoY +61.51% (+$388.0K)
(VGTcusip92204A702)	1.8K	QoQ +100.22% (+896) YoY NEW(+1.8K)	All Managers (Combined)	$970.8K	0.3% ($970.8K/$305.9M)	QoQ +74.60% (+$414.8K) YoY NEW(+$970.8K)
(IWRcusip464287499)	10.8K	QoQ +154.12% (+6.6K) YoY NEW(+10.8K)	All Managers (Combined)	$922.6K	0.3% ($922.6K/$305.9M)	QoQ +144.53% (+$545.3K) YoY NEW(+$922.6K)
(cusip46138J643)✕	42.8K	QoQ +7.55% (+3.0K) YoY NEW(+42.8K)	All Managers (Combined)	$871.3K	0.3% ($871.3K/$305.9M)	QoQ +8.73% (+$70.0K) YoY NEW(+$871.3K)
KKR & Co. Inc.(KKRcusip48251W104)	7.5K	QoQ +48.21% (+2.4K) YoY NEW(+7.5K)	All Managers (Combined)	$865.0K	0.3% ($865.0K/$305.9M)	QoQ +15.84% (+$118.3K) YoY NEW(+$865.0K)
(VOOcusip922908363)	1.6K	QoQ -58.88% (-2.4K) YoY -57.92% (-2.3K)	All Managers (Combined)	$843.3K	0.3% ($843.3K/$305.9M)	QoQ -60.78% (-$1.3M) YoY -55.01% (-$1.0M)
Blackstone Inc.(BXcusip09260D107)	6.0K	QoQ +53.96% (+2.1K) YoY NEW(+6.0K)	All Managers (Combined)	$843.0K	0.3% ($843.0K/$305.9M)	QoQ +24.81% (+$167.6K) YoY NEW(+$843.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$807.1K	0.3% ($807.1K/$305.9M)	QoQ -9.34% (-$83.2K) YoY +18.16% (+$124.1K)
CHEVRON CORP(CVXcusip166764100)	4.7K	QoQ -12.50% (-678) YoY -19.44% (-1.1K)	All Managers (Combined)	$793.6K	0.3% ($793.6K/$305.9M)	QoQ +1.05% (-$8.3K) YoY -14.56% (-$135.3K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$685.7K	0.2% ($685.7K/$305.9M)	QoQ NEW(+$685.7K) YoY NEW(+$685.7K)
FISERV INC(FIcusip337738108)	3.0K	QoQ -21.05% (-800) YoY -25.63% (-1.0K)	All Managers (Combined)	$662.5K	0.2% ($662.5K/$305.9M)	QoQ -15.13% (-$118.1K) YoY +2.75% (-$17.8K)
LINDE PLC(LINcusipG54950103)	1.4K	QoQ 0.00% (+0) YoY -18.64% (-325)	All Managers (Combined)	$660.3K	0.2% ($660.3K/$305.9M)	QoQ +11.21% (+$66.6K) YoY -18.41% (-$149.0K)
EVERSOURCE ENERGY(EScusip30040W108)	9.9K	QoQ -37.74% (-6.0K) YoY -61.46% (-15.8K)	All Managers (Combined)	$616.8K	0.2% ($616.8K/$305.9M)	QoQ -32.66% (-$299.3K) YoY -59.95% (-$923.5K)
(cusip92206C409)✕	7.8K	QoQ -7.43% (-625) YoY NEW(+7.8K)	All Managers (Combined)	$614.2K	0.2% ($614.2K/$305.9M)	QoQ -6.33% (-$41.5K) YoY NEW(+$614.2K)
AMGEN INC(AMGNcusip031162100)	1.9K	QoQ 0.00% (+0) YoY +115.11% (+1.0K)	All Managers (Combined)	$603.2K	0.2% ($603.2K/$305.9M)	QoQ +19.53% (+$98.6K) YoY +135.71% (+$347.3K)