Legacy Wealth Management, LLC / MS
Q1 2025 13F Holdings
- Locationridgeland, MS
- Num holdings
97
- Value ($000)
$305,938
- Date Filed04/03/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $54.14M | 18 % | 96,785 | ||
AAPL APPLE INC | COM | 037833100 | $53.35M | 17 % | 240,181 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $19.85M | 7 % | 52,875 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $9.52M | 3 % | 144,816 | ||
V VISA INC | COM CL A | 92826C839 | $8.19M | 3 % | 23,377 | ||
PANW PALO ALTO NETWORKS INC | COM | 697435105 | $8.17M | 3 % | 47,864 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $7.31M | 2 % | 47,242 | ||
WMT WALMART INC | COM | 931142103 | $7.04M | 2 % | 80,176 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | $5.37M | 2 % | 10,783 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $5.22M | 2 % | 51,790 |
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