Legacy Wealth Management, LLC / MS
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| GABELLI EQUITY TRUST INCGAB | $194.5K | 0.1% |
| Warner Bros. Discovery, Inc. | $206.2K | 0.1% |
| AbbVie Inc. | $217.6K | 0.1% |
| Vertiv Holdings Co | $227.3K | 0.1% |
| GLOBAL X FDS | $227.8K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $229.5K | 0.1% |
| TIDAL TRUST II | $230.0K | 0.1% |
| CrowdStrike Holdings, Inc. | $239.5K | 0.1% |
| TIDAL TRUST II | $241.0K | 0.1% |
| ISHARES TR | $242.8K | 0.1% |
| INVESCO QQQ TR | $247.2K | 0.1% |
| S&P Global Inc. | $261.3K | 0.1% |
| NXP Semiconductors N.V. | $266.1K | 0.1% |
| JOHNSON & JOHNSON | $269.4K | 0.1% |
| Ralliant Corp | $288.4K | 0.1% |
| EASTGROUP PROPERTIES INC | $291.7K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $298.2K | 0.1% |
| ASTRAZENECA PLC | $298.4K | 0.1% |
| ISHARES TR | $315.5K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $322.0K | 0.1% |
| ISHARES TR | $336.1K | 0.1% |
| SPDR SERIES TRUST | $342.8K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $358.7K | 0.1% |
| ELI LILLY & Co | $358.9K | 0.1% |
| ORACLE CORP | $361.4K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $370.7K | 0.1% |
| CISCO SYSTEMS, INC. | $377.4K | 0.1% |
| NEXTERA ENERGY INC | $379.4K | 0.1% |
| HOME DEPOT, INC. | $388.3K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $406.3K | 0.1% |
| TRUSTMARK CORP | $416.8K | 0.1% |
| Avery Dennison Corp | $436.5K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $540.2K | 0.1% |
| Matador Resources Co | $553.2K | 0.1% |
| AMETEK Inc | $564.6K | 0.2% |
| CALAMOS CONV OPPORTUNITIES & | $573.8K | 0.2% |
| CALAMOS CONV & HIGH INCOME F | $575.9K | 0.2% |
| VANGUARD WORLD FD | $605.6K | 0.2% |
| LINDE PLC | $607.6K | 0.2% |
| Blackstone Inc | $621.6K | 0.2% |
| THRIVENT ETF TRUST | $629.1K | 0.2% |
| AMGEN INC | $638.9K | 0.2% |
| KKR & Co. Inc. | $643.5K | 0.2% |
| BlackRock, Inc. | $646.5K | 0.2% |
| COCA COLA CO | $664.8K | 0.2% |
| Warren E. Buffett | $725.3K | 0.2% |
| ISHARES TR | $738.4K | 0.2% |
| SPDR SERIES TRUST | $755.9K | 0.2% |
| CHEVRON CORP | $759.0K | 0.2% |
| Leidos Holdings Inc | $782.0K | 0.2% |