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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
SPLGSpdr Ser Tr
Recent Activity
Increased 2.92%
3.52%
$8.839M
128,207 shares@ $68.95 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 87.9%
3.4%
$8.541M
46,940 shares@ $181.96 avg price
TAt&t Inc
Recent Activity
Increased 8.78%
0.47%
$1.173M
51,519 shares@ $22.78 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 5.45%
0.38%
$950,798
5,426 shares@ $175.24 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 2.07%
0.32%
$801,271
39,805 shares@ $20.13 avg price
COPConocophillips
Recent Activity
Increased 20.24%
0.31%
$766,584
7,730 shares@ $99.17 avg price
KKRKkr & Co Inc
Recent Activity
Increased 5.74%
0.3%
$746,650
5,048 shares@ $147.92 avg price
OEFIshares Tr
Recent Activity
Increased 182.94%
0.25%
$612,913
2,122 shares@ $288.84 avg price
XCHYXCalamos Conv & High Income F
Recent Activity
Increased 0.1%
0.23%
$561,487
46,251 shares@ $12.14 avg price
AMEAmetek Inc
Recent Activity
Increased 4.21%
0.22%
$536,093
2,974 shares@ $180.26 avg price