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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
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
ZTSZoetis Inc
Recent Activity
Decreased -4.49%
1.23%
$3.082M
18,914 shares@ $162.93 avg price
DHRDanaher Corporation
Recent Activity
Decreased -5.92%
1.22%
$3.063M
13,345 shares@ $229.56 avg price
ABTAbbott Labs
Recent Activity
Decreased -4.94%
1.12%
$2.797M
24,729 shares@ $113.11 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -6.41%
1.09%
$2.729M
12,977 shares@ $210.29 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
1.05%
$2.642M
144,075 shares@ $18.35 avg price
VOOVanguard Index Fds
Recent Activity
0.86%
$2.15M
3,991 shares@ $538.82 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -24.87%
0.85%
$2.13M
9,708 shares@ $219.39 avg price
CPKChesapeake Utils Corp
Recent Activity
Decreased -8.42%
0.84%
$2.103M
17,330 shares@ $121.36 avg price