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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.9%
1.66%
$4.17M
8,244 shares@ $505.87 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -5.02%
1.64%
$4.127M
14,541 shares@ $283.86 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -29.05%
1.54%
$3.854M
13,298 shares@ $289.81 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -5.19%
1.48%
$3.709M
16,421 shares@ $225.9 avg price
NVDANvidia Corporation
Recent Activity
Decreased -36.07%
1.46%
$3.671M
27,337 shares@ $134.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -4.95%
1.4%
$3.512M
3,833 shares@ $916.28 avg price
BACBank America Corp
Recent Activity
Decreased -3.76%
1.39%
$3.483M
79,245 shares@ $43.96 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -5.66%
1.28%
$3.199M
29,742 shares@ $107.58 avg price
SYKStryker Corporation
Recent Activity
Decreased -6.98%
1.25%
$3.138M
8,716 shares@ $360.06 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.08%
1.23%
$3.091M
12,893 shares@ $239.71 avg price