Portfolio (Quarterly)
Guide ↗
Legacy Wealth Management, LLC / MS
· CIK 0002047443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | A | AGILENT TECHNOLOGIES INC | Healthcare | 6,882 | $936K | 0.25% | SOLD |
| 2 | SPSM | SPDR SERIES TRUST | — | 16,132 | $756K | 0.20% | SOLD |
| 3 | MTDR | MATADOR RES CO | Energy | 13,035 | $553K | 0.15% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 3,246 | $298K | 0.08% | SOLD |
| 5 | — | RALLIANT CORP | — | 5,664 | $288K | 0.08% | SOLD |
| 6 | IWM | ISHARES TR | — | 987 | $243K | 0.07% | SOLD |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 511 | $240K | 0.06% | SOLD |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 11,725 | $230K | 0.06% | SOLD |
| 9 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 7,155 | $206K | 0.06% | SOLD |
Sector Allocation
Technology
40.8%
Financial Services
26.8%
Communication Services
6.7%
Industrials
6.6%
Healthcare
6.0%
Consumer Cyclical
5.7%
Consumer Defensive
4.9%
Energy
1.7%
Utilities
0.4%
Basic Materials
0.3%