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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Legacy-Wealth-Management-Llc--Ms
Data Enrichment
91% identified88 identified9 unidentified
Holdings
97 positions • $305.9M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Shares:803
Value:$283.1K
% of Portfolio:0.1% ($283.1K/$305.9M)
46138J791
Shares:13.7K
Value:$267.5K
% of Portfolio:0.1% ($267.5K/$305.9M)
37954Y343
Shares:4.7K
Value:$250.5K
% of Portfolio:0.1% ($250.5K/$305.9M)
Shares:13.4K
Value:$135.0K
% of Portfolio:0.0% ($135.0K/$305.9M)
Shares:13.3K
Value:$127.6K
% of Portfolio:0.0% ($127.6K/$305.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $289.3K | 0.1% ($289.3K/$305.9M) | QoQ NEW(+$289.3K) YoY NEW(+$289.3K) | |
| 803 | QoQ NEW(+803) YoY NEW(+803) | All Managers (Combined) | $283.1K | 0.1% ($283.1K/$305.9M) | QoQ NEW(+$283.1K) YoY NEW(+$283.1K) | |
| 1.6K | QoQ +0.82% (+13)YoY NEW(+1.6K) | All Managers (Combined) | $281.0K | 0.1% ($281.0K/$305.9M) | YoY NEW(+$281.0K) | |
(cusip46138J791)✕ | 13.7K | QoQ NEW(+13.7K) | All Managers (Combined) | $267.5K | 0.1% ($267.5K/$305.9M) | QoQ NEW(+$267.5K) |
IDEX CORP /DE/(IEXcusip45167R104) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $266.6K | 0.1% ($266.6K/$305.9M) | QoQ NEW(+$266.6K) YoY NEW(+$266.6K) |
| 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $261.9K | 0.1% ($261.9K/$305.9M) | YoY NEW(+$261.9K) | |
S&P Global Inc.(SPGIcusip78409V104) | 500 | QoQ 0.00% (+0) | All Managers (Combined) | $254.1K | 0.1% ($254.1K/$305.9M) | |
(cusip37954Y343)✕ | 4.7K | QoQ 0.00% (+0)YoY NEW(+4.7K) | All Managers (Combined) | $250.5K | 0.1% ($250.5K/$305.9M) | YoY NEW(+$250.5K) |
ASTRAZENECA PLC(AZNcusip046353108) | 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $238.6K | 0.1% ($238.6K/$305.9M) | YoY NEW(+$238.6K) |
AbbVie Inc.(ABBVcusip00287Y109) | 1.1K | QoQ -8.48% (-103)YoY NEW(+1.1K) | All Managers (Combined) | $232.8K | 0.1% ($232.8K/$305.9M) | YoY NEW(+$232.8K) |
ELI LILLY & Co(LLYcusip532457108) | 278 | QoQ 0.00% (+0)YoY NEW(+278) | All Managers (Combined) | $229.6K | 0.1% ($229.6K/$305.9M) | YoY NEW(+$229.6K) |
Salesforce, Inc.(CRMcusip79466L302) | 850 | QoQ NEW(+850) YoY NEW(+850) | All Managers (Combined) | $228.0K | 0.1% ($228.0K/$305.9M) | QoQ NEW(+$228.0K) YoY NEW(+$228.0K) |
| 3.0K | All Managers (Combined) | $220.7K | 0.1% ($220.7K/$305.9M) | |||
| 1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $204.0K | 0.1% ($204.0K/$305.9M) | QoQ NEW(+$204.0K) YoY NEW(+$204.0K) | |
| 13.4K | YoY NEW(+13.4K) | All Managers (Combined) | $135.0K | 0.0% ($135.0K/$305.9M) | YoY NEW(+$135.0K) | |
| 13.3K | YoY NEW(+13.3K) | All Managers (Combined) | $127.6K | 0.0% ($127.6K/$305.9M) | YoY NEW(+$127.6K) | |
| 18.6K | YoY NEW(+18.6K) | All Managers (Combined) | $102.2K | 0.0% ($102.2K/$305.9M) | YoY NEW(+$102.2K) |