Legacy Wealth Management, LLC / MS
Top Portfolio Positions
81 positions ·
$309,366,872 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
366,589 | $63,933,121 | 20.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
87,701 | $57,035,468 | 18.44% | |
| AAPL |
Apple Inc.
Technology
|
109,185 | $27,710,061 | 8.96% | |
| MSFT |
Microsoft Corp
Technology
|
45,684 | $16,910,846 | 5.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,504 | $12,510,010 | 4.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
78,804 | $9,793,761 | 3.17% | |
| RTX |
RTX Corp
Industrials
|
36,131 | $6,969,669 | 2.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,164 | $6,282,256 | 2.03% | |
| V |
Visa Inc.
Financial Services
|
20,707 | $6,258,483 | 2.02% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
37,432 | $5,977,890 | 1.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GAB
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,455 | 31,867 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $192,576 | 31,524 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $188,241 | 31,219 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $303,903 | 52,739 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $101,203 | 18,551 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $399,374 | 74,976 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $266,040 | 48,944 | Shares | Sole | 2024-12-12 | |
| No 13F history on record for this holder in this stock. | ||||||