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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 $328,852,648
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 91,957 $56,815,605 17.28%
2.
Nvidia Corp
 NVDA 319,224 $50,434,228 15.34%
3.
Microsoft Corp
 MSFT 51,929 $25,830,221 7.85%
4.
Apple Inc.
 AAPL 109,347 $22,434,643 6.82%
5.
Spdr Series Trust
 143,893 $10,459,564 3.18%
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)