Legacy Wealth Management, LLC / MS

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Forbes Watson - CEO
Location
Ridgeland, MS
Holdings as of
31 Mar 2024
Value $
$221,810,220
Num holdings
71
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 PANW.
Previous filing
Q4 2023 - 12 Dec 2024
Next filing
Q2 2024 - 12 Dec 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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