Legacy Wealth Management, LLC / MS

13F Filings History

Latest 13F report
Q3 2024 - Dec 12, 2024
Value $
$272M
Signature - Title
Forbes Watson - CEO
Location
Ridgeland, MS
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Management, LLC / MS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Management, LLC / MS reported 96 stock holdings with total value $272M as of Q3 2024. Top holdings included SPY, MSFT, AAPL, PANW, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 96 $272M +$25.4M -$1.79M +$23.6M SPY, MSFT, AAPL, PANW, SPLG 13F-HR 12/12/2024, 03:01 PM
Q2 2024 72 $237M +$16.4M -$9.91M +$6.47M SPY, MSFT, AAPL, PANW, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q1 2024 71 $222M +$8.1M -$7.8M +$298K SPY, MSFT, AAPL, V, PANW 13F-HR 12/12/2024, 12:38 PM
Q4 2023 70 $207M +$2.85M -$9.01M -$6.16M SPY, MSFT, AAPL, V, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q3 2023 74 $192M +$7.42M -$7.27M +$148K SPY, MSFT, AAPL, V, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q2 2023 72 $199M +$9.7M -$6.12M +$3.59M SPY, MSFT, AAPL, V, VTI 13F-HR 12/12/2024, 12:38 PM
Q1 2023 72 $181M +$3.27M -$1.31M +$1.96M SPY, MSFT, AAPL, V, VTI 13F-HR 12/12/2024, 12:38 PM
Q4 2022 71 $169M +$20.3M -$9.68M +$10.6M SPY, MSFT, AAPL, V, VTI 13F-HR 12/12/2024, 12:38 PM
Q3 2022 76 $148M +$10.7M -$15.2M -$4.54M SPY, MSFT, AAPL, V, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q2 2022 82 $165M +$17.7M -$14.5M +$3.19M SPY, MSFT, AAPL, V, WMT 13F-HR 12/12/2024, 12:38 PM
Q1 2022 94 $192M +$16.9M -$12.6M +$4.34M SPY, MSFT, AAPL, V, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q4 2021 103 $195M +$3.64M -$14M -$10.3M SPY, MSFT, AAPL, V, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q3 2021 104 $187M +$6.53M -$1.63M +$4.89M SPY, MSFT, AAPL, V, GOOGL 13F-HR 12/12/2024, 12:38 PM
Q2 2021 102 $180M +$4.62M -$2.66M +$1.96M SPY, MSFT, AAPL, V, VOO 13F-HR 12/12/2024, 12:38 PM
Q1 2021 96 $165M +$2.96M -$2.36M +$600K SPY, MSFT, AAPL, V, VOO 13F-HR 12/12/2024, 12:38 PM
Q4 2020 93 $158M +$11.1M -$14.1M -$2.95M SPY, AAPL, MSFT, V, VOO 13F-HR 12/12/2024, 12:38 PM
Q3 2020 96 $145M +$14.9M -$6.61M +$8.3M SPY, MSFT, AAPL, V, VOO 13F-HR 12/12/2024, 12:38 PM
Q2 2020 96 $131M +$5.79M -$3.04M +$2.75M SPY, MSFT, AAPL, V, VOO 13F-HR 12/12/2024, 12:38 PM
Q1 2020 93 $107M +$32.9M -$20.8M +$12.1M SPY, MSFT, AAPL, V, BDX 13F-HR 12/12/2024, 12:38 PM
Q4 2019 103 $115M $0 $0 SPY, MSFT, AAPL, V, VOO 13F-HR 12/12/2024, 12:38 PM