Legacy Wealth Management, LLC / MS

Q4 2019 13F Holdings Report, Stock Holdings

Signature - Title
Forbes Watson - CEO
Location
Ridgeland, MS
Holdings as of
31 Dec 2019
Value $
$114,825,149
Num holdings
103
Filing time
12 Dec 2024, 12:38:50 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, MSFT, AAPL, V, and VOO.
Next filing
Q1 2020 - 12 Dec 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Forbes Watson CEO Ridgeland, Mississippi 10 Dec 2024