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Portfolio (Quarterly) Guide ↗

Legacy Wealth Management, LLC / MS

· CIK 0002047443
13F Portfolio $390M AUM 114 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 29 Added 43 Reduced 8 Exited
Page 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CB CHUBB LIMITED Financial Services 9,757.0 $3.3M 0.85% -2K -16.4% $340.74 -0.7%
22 AVGO BROADCOM INC Technology 8,734.0 $3.3M 0.85% +595.0 +7.3% $377.75 -1.6%
23 JPM JPMORGAN CHASE & CO Financial Services 9,928.0 $3.2M 0.83% -3K -20.4% $327.33 +8.2%
24 META META PLATFORMS INC Communication Services 5,496.0 $3.1M 0.80% +430.0 +8.5% $563.29 +1.4%
25 AJG GALLAGHER ARTHUR J & CO Financial Services 10,541.0 $2.4M 0.62% -3K -21.9% $229.57 +13.3%
26 HUBB HUBBELL INC Industrials 4,402.0 $2.3M 0.59% -65.0 -1.5% $523.21 -10.1%
27 SYK STRYKER CORPORATION Healthcare 7,304.0 $2.3M 0.59% -1K -16.1% $314.86 +2.3%
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,213.0 $2.1M 0.54% -2K -31.3% $501.36 +25.8%
29 IEX IDEX CORP Industrials 8,755.0 $2.0M 0.51% -220.0 -2.5% $226.95 +3.1%
30 BSCT INVESCO EXCH TRD SLF IDX FD 98,956.0 $1.8M 0.47% -3K -3.0% $18.57 -0.3%
31 BSX BOSTON SCIENTIFIC CORP Healthcare 42,748.0 $1.8M 0.47% -9K -17.8% $42.68 +9.3%
32 RSP INVESCO EXCHANGE TRADED FD T 8,556.0 $1.8M 0.47% +667.0 +8.4% $212.77 +4.1%
33 ABT ABBOTT LABORATORIES Healthcare 19,655.0 $1.8M 0.46% -4K -17.5% $90.74 +22.9%
34 AMAT APPLIED MATLS INC Technology 2,464.0 $1.8M 0.46% NEW $723.00 -33.3%
35 DHR DANAHER CORP DEL Healthcare 9,200.0 $1.8M 0.45% -1K -13.0% $190.48 +13.3%
36 XOM EXXON MOBIL CORP Energy 12,406.0 $1.7M 0.43% $136.72 +14.4%
37 LOW LOWES COS INC Consumer Cyclical 7,677.0 $1.7M 0.43% $220.49 -6.2%
38 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 38,500.0 $1.7M 0.43% NEW $43.09 +1.2%
39 UNP UNION PAC CORP Industrials 5,632.0 $1.5M 0.39% -900.0 -13.8% $272.00 +13.1%
40 IQVIA HLDGS INC 7,752.0 $1.5M 0.38% -9K -53.5% $193.22
Page 2 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%