Legacy Wealth Management, LLC / MS
Top Portfolio Positions
80 positions ·
$308,663,407 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
366,589 | $63,933,121 | 20.71% |
| SPY |
Spdr S&P 500 ETF Trust
|
87,701 | $57,035,468 | 18.48% |
| AAPL |
Apple Inc.
Technology
|
109,185 | $27,710,061 | 8.98% |
| MSFT |
Microsoft Corp
Technology
|
45,684 | $16,910,846 | 5.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,504 | $12,510,010 | 4.05% |
| WMT |
Walmart Inc.
Consumer Defensive
|
78,804 | $9,793,761 | 3.17% |
| RTX |
RTX Corp
Industrials
|
36,131 | $6,969,669 | 2.26% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,164 | $6,282,256 | 2.04% |
| V |
Visa Inc.
Financial Services
|
20,707 | $6,258,483 | 2.03% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
37,432 | $5,977,890 | 1.94% |
Portfolio Trend
Holdings in CHY
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $556,402 | 51,093 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $575,859 | 50,916 | Shares | Sole | 2026-01-05 | |
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