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Home > Institutional Investor > Legacy Wealth Management, Llc / Ms > Profile

Instuitional Investor - Legacy Wealth Management, Llc / Ms

Fund Profile
Filing Period:
Fund Name: Legacy Wealth Management, Llc / Ms
Portfolio Value $305,938,331
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 96,785 $54,140,561 17.7%
2.
Apple Inc.
 AAPL 240,181 $53,351,360 17.44%
3.
Microsoft Corp
 MSFT 52,875 $19,848,883 6.49%
4.
Spdr Series Trust
 144,816 $9,523,111 3.11%
5.
Visa Inc.
 V 23,377 $8,192,803 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)