Legacy Wealth Management, LLC / MS Portfolio Holdings
Q3 2025•94 long positions•$332.2M portfolio value
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Holding98 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $59.8M 18.0% | +$226.1K Bought | 0.001% 320.4K shares | 319.2K → 320.4K +$226.1K | +0.38% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $57.8M 17.39% | -$3.5M Sold | — 86.7K shares | 92.0K → 86.7K −$3.5M | -5.7% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $25.5M 7.68% | -$2.3M Sold | 0.001% 100.2K shares | 109.3K → 100.2K −$2.3M | -8.34% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $24.0M 7.23% | -$2.9M Sold | 0.001% 46.4K shares | 51.9K → 46.4K −$2.9M | -10.64% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.8M 3.25% | -$478.7K Sold | — 137.8K shares | 143.9K → 137.8K −$478.7K | -4.25% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $9.1M 2.73% | -$1.3M Sold | 0.0% 37.3K shares | 42.8K → 37.3K −$1.3M | -12.8% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $8.3M 2.5% | -$1.1M Sold | 0.006% 40.7K shares | 46.2K → 40.7K −$1.1M | -11.74% | $137.82B Large Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $7.1M 2.15% | -$943.2K Sold | 0.001% 69.3K shares | 78.4K → 69.3K −$943.2K | -11.67% | $821.68B Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $6.3M 1.9% | -$403.1K Sold | 0.0% 28.8K shares | 30.6K → 28.8K −$403.1K | -5.99% | $2.34T Mega Cap | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $6.2M 1.88% | +$6.2M New | 0.001% 34.2K shares | 0 → 34.2K +$6.2M | New | $432.76B Mega Cap | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $6.2M 1.86% | -$832.3K Sold | 0.001% 18.1K shares | 20.5K → 18.1K −$832.3K | -11.87% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Aerospace & Defense Industrials | $5.3M 1.58% | -$839.3K Sold | 0.002% 31.4K shares | 36.5K → 31.4K −$839.3K | -13.76% | $223.98B Mega Cap | Q4 2019 Held for 5y 11m | |
Apparel - Retail Consumer Cyclical | $4.7M 1.43% | -$708.2K Sold | 0.003% 32.8K shares | 37.7K → 32.8K −$708.2K | -12.99% | $160.86B Large Cap | Q1 2020 Held for 5y 8m | |
Medical - Healthcare Plans Healthcare | $4.4M 1.34% | -$711.0K Sold | 0.001% 12.9K shares | 14.9K → 12.9K −$711.0K | -13.78% | $312.73B Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $4.2M 1.27% | -$652.7K Sold | 0.003% 43.2K shares | 49.9K → 43.2K −$652.7K | -13.41% | $144.66B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Diagnostics & Research Healthcare | $3.6M 1.09% | -$597.2K Sold | 0.011% 19.1K shares | 22.2K → 19.1K −$597.2K | -14.14% | $32.3B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Property & Casualty Financial Services | $3.6M 1.07% | -$589.6K Sold | 0.003% 12.6K shares | 14.7K → 12.6K −$589.6K | -14.18% | $112.53B Large Cap | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $3.5M 1.05% | -$504.2K Sold | — 11.4K shares | 13.0K → 11.4K −$504.2K | -12.65% | — — | Q4 2019 Held for 5y 11m | |
Medical - Diagnostics & Research Healthcare | $3.5M 1.04% | -$1.1M Sold | 0.002% 7.1K shares | 9.4K → 7.1K −$1.1M | -23.65% | $183.15B Large Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $3.4M 1.03% | -$508.8K Sold | 0.0% 10.8K shares | 12.4K → 10.8K −$508.8K | -12.96% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Conglomerates Industrials | $3.4M 1.02% | -$414.0K Sold | 0.003% 16.1K shares | 18.1K → 16.1K −$414.0K | -10.87% | $133.65B Large Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $3.4M 1.02% | -$580.4K Sold | 0.001% 65.4K shares | 76.7K → 65.4K −$580.4K | -14.67% | $382.12B Mega Cap | Q2 2022 Held for 3y 5m | |
Medical - Diagnostics & Research Healthcare | $3.3M 0.999% | -$403.1K Sold | 0.002% 16.7K shares | 18.8K → 16.7K −$403.1K | -10.83% | $141.96B Large Cap | Q4 2019 Held for 5y 11m | |
Insurance - Brokers Financial Services | $3.2M 0.977% | -$931.7K Sold | 0.004% 10.5K shares | 13.5K → 10.5K −$931.7K | -22.3% | $79.4B Large Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $3.1M 0.924% | -$42.6K Sold | 0.0% 4.2K shares | 4.2K → 4.2K −$42.6K | -1.37% | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
Discount Stores Consumer Defensive | $3.0M 0.907% | -$423.0K Sold | 0.001% 3.3K shares | 3.7K → 3.3K −$423.0K | -12.31% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Exploration & Production Energy | $2.8M 0.85% | -$223.3K Sold | 0.002% 29.9K shares | 32.2K → 29.9K −$223.3K | -7.33% | $118.14B Large Cap | Q1 2021 Held for 4y 8m | |
Medical - Devices Healthcare | $2.8M 0.836% | -$360.8K Sold | 0.002% 7.5K shares | 8.5K → 7.5K −$360.8K | -11.49% | $141.33B Large Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $2.6M 0.795% | -$550.4K Sold | 0.001% 19.7K shares | 23.8K → 19.7K −$550.4K | -17.24% | $233.12B Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $2.6M 0.79% | +$117.1K Bought | 0.0% 8.0K shares | 7.6K → 8.0K +$117.1K | +4.67% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
Industrial - Machinery Industrials | $2.2M 0.654% | -$506.2K Sold | 0.018% 13.4K shares | 16.5K → 13.4K −$506.2K | -18.89% | $12.3B Large Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - Specialty & Generic Healthcare | $2.1M 0.635% | -$551.6K Sold | 0.003% 14.4K shares | 18.2K → 14.4K −$551.6K | -20.72% | $64.8B Large Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.9M 0.574% | -$238.4K Sold | 0.0% 7.8K shares | 8.8K → 7.8K −$238.4K | -11.11% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
Electrical Equipment & Parts Industrials | $1.8M 0.53% | -$96.8K Sold | 0.008% 4.1K shares | 4.3K → 4.1K −$96.8K | -5.21% | $22.9B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $1.7M 0.509% | -$299.9K Sold | 0.011% 33.3K shares | 39.2K → 33.3K −$299.9K | -15.05% | $15.2B Large Cap | Q1 2020 Held for 5y 8m | |
Home Improvement Consumer Cyclical | $1.7M 0.498% | -$255.1K Sold | 0.001% 6.6K shares | 7.6K → 6.6K −$255.1K | -13.36% | $140.94B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 0.49% | -$2.4M Sold | — 5.0K shares | 12.3K → 5.0K −$2.4M | -59.72% | — — | Q4 2019 Held for 5y 11m | |
Telecommunications Services Communication Services | $1.5M 0.453% | +$12.7K Bought | 0.001% 53.3K shares | 52.8K → 53.3K +$12.7K | +0.85% | $201.93B Mega Cap | Q3 2024 Held for 1y 2m | |
Restaurants Consumer Cyclical | $1.5M 0.452% | -$48.3K Sold | 0.001% 4.9K shares | 5.1K → 4.9K −$48.3K | -3.12% | $216.86B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.418% | -$678.3K Sold | — 73.9K shares | 109.9K → 73.9K −$678.3K | -32.8% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.4M 0.412% | -$241.8K Sold | 0.0% 12.1K shares | 14.3K → 12.1K −$241.8K | -15.03% | $480.68B Mega Cap | Q1 2021 Held for 4y 8m | |
Railroads Industrials | $1.3M 0.404% | -$281.3K Sold | 0.001% 5.7K shares | 6.9K → 5.7K −$281.3K | -17.32% | $140.18B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.326% | -$63.7K Sold | — 5.7K shares | 6.1K → 5.7K −$63.7K | -5.55% | — — | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $996.5K 0.3% | — | 0.0% 3.0K shares | — | — | $231.14B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $949.2K 0.286% | -$55.7K Sold | — 1.6K shares | 1.6K → 1.6K −$55.7K | -5.55% | — — | Q4 2019 Held for 5y 11m | |
Oil & Gas Exploration & Production Energy | $824.7K 0.248% | -$461.4K Sold | 0.015% 18.4K shares | 28.6K → 18.4K −$461.4K | -35.88% | $5.6B Mid Cap | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $819.1K 0.247% | — | 0.003% 4.3K shares | — | — | $24.2B Large Cap | Q4 2021 Held for 3y 11m | |
Medical - Instruments & Supplies Healthcare | $745.5K 0.224% | -$167.7K Sold | 0.0% 1.7K shares | 2.0K → 1.7K −$167.7K | -18.36% | $160.32B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $740.7K 0.223% | -$197.4K Sold | — 36.0K shares | 45.6K → 36.0K −$197.4K | -21.04% | — — | Q3 2024 Held for 1y 2m | |
Hardware, Equipment & Parts Technology | $723.4K 0.218% | -$178.0K Sold | 0.004% 14.8K shares | 18.4K → 14.8K −$178.0K | -19.75% | $16.6B Large Cap | Q4 2019 Held for 5y 11m |
