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Forbes Watson

@Legacy Wealth Management, Llc Ms

Latest period2024 - Q4ReportedManaged Assets$251.707MTotal holdings88
Assets growth rate-7.55%Assets growth rate (2-Q avg)3.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Management, Llc Ms's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Management, Llc Ms over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 251.707M in assets, with a quarterly growth rate of -7.55% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Forbes Watson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
1.05%
$2.642M
144,075 shares@ $18.35 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
New Position
0.27%
$655,674
8,405 shares@ $78.01 avg price
CHICalamos Conv Opportunities &
Recent Activity
New Position
0.24%
$589,967
49,411 shares@ $11.94 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.19%
$453,126
8,037 shares@ $56.38 avg price
MLPAGlobal X Fds
Recent Activity
New Position
0.1%
$232,523
4,706 shares@ $49.41 avg price
LLYEli Lilly & Co
Recent Activity
New Position
0.09%
$214,616
278 shares@ $772.0 avg price