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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
ISRGIntuitive Surgical Inc
Recent Activity
0.46%
$1.154M
2,210 shares@ $521.97 avg price
EWEdwards Lifesciences Corp
Recent Activity
0.42%
$1.042M
14,081 shares@ $74.03 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 5.45%
0.38%
$950,798
5,426 shares@ $175.24 avg price
JNJJohnson & Johnson
Recent Activity
0.37%
$919,783
6,360 shares@ $144.62 avg price
ESEversource Energy
Recent Activity
Decreased -17.05%
0.37%
$916,009
15,950 shares@ $57.44 avg price
AXPAmerican Express Co
Recent Activity
0.36%
$890,370
3,000 shares@ $296.79 avg price
TMUST-mobile Us Inc
Recent Activity
0.34%
$854,887
3,873 shares@ $220.73 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 2.07%
0.32%
$801,271
39,805 shares@ $20.13 avg price
WALWestern Alliance Bancorp
Recent Activity
0.32%
$786,947
9,420 shares@ $83.55 avg price
CVXChevron Corp New
Recent Activity
Decreased -7.93%
0.32%
$785,322
5,422 shares@ $144.84 avg price