Forbes Watson

@Legacy Wealth Management, Llc Ms

Latest period2024 - Q4

Reported12d ago

Managed Assets$251.707M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPTMSpdr Ser Tr Recent Activity Increased 5.41%	0.22%	$529,082 7,407 shares@ $71.43 avg price	Increased 5.41%
HDHome Depot Inc Recent Activity Increased 2.18%	0.21%	$511,911 1,316 shares@ $389.0 avg price	Increased 2.18%
AMGNAmgen Inc Recent Activity Increased 115.12%	0.21%	$504,599 1,936 shares@ $260.64 avg price	Increased 115.12%
NXPINxp Semiconductors N V Recent Activity Increased 6.8%	0.2%	$493,020 2,372 shares@ $207.85 avg price	Increased 6.8%
PFFIshares Tr Recent Activity Increased 32.12%	0.18%	$428,958 13,644 shares@ $31.44 avg price	Increased 32.12%
GABGabelli Equity Tr Inc Recent Activity Increased 53.19%	0.17%	$403,371 74,976 shares@ $5.39 avg price	Increased 53.19%
NEENextera Energy Inc Recent Activity Increased 11.26%	0.14%	$349,991 4,882 shares@ $71.7 avg price	Increased 11.26%
CSCOCisco Sys Inc Recent Activity Increased 25.57%	0.12%	$287,534 4,857 shares@ $59.2 avg price	Increased 25.57%
AZNAstrazeneca Plc Recent Activity Increased 27.28%	0.11%	$258,673 3,948 shares@ $65.53 avg price	Increased 27.28%