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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
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -13.44%
0.78%
$1.94M
3,729 shares@ $520.24 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -11.24%
0.77%
$1.937M
7,850 shares@ $246.8 avg price
EQHEquitable Hldgs Inc
Recent Activity
Decreased -0.64%
0.77%
$1.915M
40,605 shares@ $47.18 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -20.56%
0.71%
$1.763M
7,604 shares@ $231.84 avg price
MTDRMatador Res Co
Recent Activity
Decreased -7.13%
0.68%
$1.689M
30,015 shares@ $56.27 avg price
GOOGAlphabet Inc
Recent Activity
0.66%
$1.642M
8,623 shares@ $190.44 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -1.24%
0.64%
$1.595M
6,996 shares@ $228.05 avg price
MCDMcdonalds Corp
Recent Activity
0.63%
$1.572M
5,423 shares@ $289.89 avg price
FTVFortive Corp
Recent Activity
Decreased -5.89%
0.57%
$1.424M
18,986 shares@ $75.0 avg price
TAt&t Inc
Recent Activity
Increased 8.78%
0.47%
$1.173M
51,519 shares@ $22.78 avg price