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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.6%
22.5%
$56.617M
96,603 shares@ $586.08 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.04%
7.37%
$18.535M
43,975 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -6.46%
6.89%
$17.321M
69,166 shares@ $250.43 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 2.92%
3.52%
$8.839M
128,207 shares@ $68.95 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 87.9%
3.4%
$8.541M
46,940 shares@ $181.96 avg price
VVisa Inc
Recent Activity
Decreased -6.53%
3.21%
$8.056M
25,491 shares@ $316.05 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -11.72%
3.13%
$7.866M
41,555 shares@ $189.31 avg price
WMTWalmart Inc
Recent Activity
Decreased -3.91%
2.95%
$7.416M
82,083 shares@ $90.35 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -2.87%
1.87%
$4.696M
38,873 shares@ $120.81 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -5.95%
1.86%
$4.667M
52,255 shares@ $89.33 avg price