BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPQ J P MORGAN EXCHANGE TRADED F 6,990.0 $430K 0.11% $61.46 -1.9%
82 NEE NEXTERA ENERGY INC Utilities 4,772.0 $419K 0.11% $87.77 -4.9%
83 DAL DELTA AIR LINES INC Industrials 4,425.0 $414K 0.11% NEW $93.66 -13.4%
84 HD HOME DEPOT INC Consumer Cyclical 1,144.0 $404K 0.10% +9.0 +0.8% $352.75 -6.8%
85 YMAX TIDAL TRUST II 48,315.0 $390K 0.10% +25K +107.5% $8.08 -5.2%
86 CRWD CROWDSTRIKE HLDGS INC Technology 511.0 $390K 0.10% NEW $190.79 +19.5%
87 AVY AVERY DENNISON CORP Industrials 2,240.0 $364K 0.09% $162.35 +9.8%
88 IWR ISHARES TR 3,284.0 $362K 0.09% $110.31 +2.7%
89 BKR BAKER HUGHES COMPANY Energy 6,484.0 $360K 0.09% +858.0 +15.2% $55.50 +11.9%
90 IWB ISHARES TR 875.0 $358K 0.09% -25.0 -2.8% $409.50 +3.1%
91 BSCR INVESCO EXCH TRD SLF IDX FD 18,058.0 $354K 0.09% $19.62 -0.0%
92 JEPI J P MORGAN EXCHANGE TRADED F 6,267.0 $354K 0.09% $56.48 +2.4%
93 JNJ JOHNSON & JOHNSON Healthcare 1,355.0 $344K 0.09% +19.0 +1.4% $253.89 +4.7%
94 KDP KEURIG DR PEPPER INC Consumer Defensive 10,500.0 $344K 0.09% -8K -43.0% $32.73 -2.6%
95 EGP EASTGROUP PPTYS INC Real Estate 1,664.0 $337K 0.09% +13.0 +0.8% $202.56 -1.3%
96 BERKSHIRE HATHAWAY INC DEL 668.0 $334K 0.09% -800.0 -54.5% $500.39
97 NXPI NXP SEMICONDUCTORS N V Technology 1,151.0 $323K 0.08% $281.03 -19.6%
98 FORTINET INC 2,035.0 $313K 0.08% NEW $153.62
99 AZN ASTRAZENECA PLC Healthcare 1,623.0 $308K 0.08% NEW $189.62 -13.2%
100 ORCL ORACLE CORP Technology 2,073.0 $304K 0.08% +148.0 +7.7% $146.55 +3.7%
Page 5 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%