Portfolio (Quarterly)
Guide ↗
Legacy Wealth Management, LLC / MS
· CIK 0002047443| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 37,000 | $5.4M | 1.54% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 9,661 | $2.2M | 0.62% | SOLD |
| 3 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,055 | $924K | 0.26% | SOLD |
| 4 | KO | COCA COLA CO | Consumer Defensive | 9,524 | $724K | 0.21% | SOLD |
| 5 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,725 | $285K | 0.08% | SOLD |
| 6 | EFA | ISHARES TR | — | 2,490 | $242K | 0.07% | SOLD |
| 7 | SHEL | SHELL PLC | Energy | 2,456 | $228K | 0.07% | SOLD |
| 8 | GDXY | TIDAL TRUST II | — | 14,355 | $201K | 0.06% | SOLD |
Sector Allocation
Technology
45.4%
Financial Services
28.0%
Industrials
5.8%
Communication Services
5.7%
Consumer Cyclical
4.9%
Healthcare
4.3%
Consumer Defensive
3.7%
Energy
1.2%
Basic Materials
0.5%
Utilities
0.4%