Legacy Wealth Management, LLC / MS

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Tesla Inc	—	$857.6K	1,907	0.2%
Agilent Technologies Inc	—	$936.4K	6,882	0.3%
INVESCO EXCH TRD SLF IDX FD	—	$970.1K	47,091	0.3%
Fortive Corp	—	$1.01M	18,237	0.3%
VANGUARD INDEX FDS	—	$1.03M	1,641	0.3%
ConocoPhillips	—	$1.07M	11,384	0.3%
Zoetis Inc.	—	$1.10M	8,705	0.3%
AMERICAN EXPRESS CO	—	$1.12M	3,015	0.3%
Intuitive Surgical Inc	—	$1.17M	2,060	0.3%
INVESCO EXCHANGE TRADED FD T	—	$1.26M	6,563	0.3%
AT&T INC.	—	$1.34M	53,959	0.4%
EXXON MOBIL CORP	—	$1.50M	12,457	0.4%
Union Pacific Corp	—	$1.59M	6,856	0.4%
MCDONALD'S CORP	—	$1.63M	5,347	0.4%
IDEX CORP /DE	—	$1.70M	9,554	0.5%
INVESCO EXCH TRD SLF IDX FD	—	$1.84M	97,781	0.5%
LOWES COMPANIES INC	—	$1.85M	7,661	0.5%
EQUITABLE HOLDINGS, INC.	—	$1.87M	39,240	0.5%
HUBBELL INC	—	$1.98M	4,466	0.5%
HONEYWELL INTERNATIONAL INC	—	$2.46M	12,605	0.7%
Broadcom Inc.	—	$2.81M	8,106	0.7%
Meta Platforms Inc	—	$2.88M	4,359	0.8%
Alphabet Inc.	—	$2.88M	9,173	0.8%
UNITEDHEALTH GROUP INC	—	$2.94M	8,910	0.8%
ABBOTT LABORATORIES	—	$2.99M	23,870	0.8%
STRYKER CORP	—	$3.06M	8,703	0.8%
COSTCO WHOLESALE CORP /NEW	—	$3.21M	3,723	0.9%
Arthur J. Gallagher & Co.	—	$3.49M	13,491	0.9%
DANAHER CORP /DE	—	$3.89M	16,997	1.0%
L3HARRIS TECHNOLOGIES, INC. /DE	—	$3.91M	13,304	1.0%
JPMORGAN CHASE & CO	—	$4.04M	12,544	1.1%
VANGUARD INDEX FDS	—	$4.09M	12,191	1.1%
BANK OF AMERICA CORP /DE	—	$4.22M	76,818	1.1%
Chubb Ltd	—	$4.56M	14,611	1.2%
IQVIA HOLDINGS INC.	—	$4.65M	20,640	1.2%
THERMO FISHER SCIENTIFIC INC.	—	$4.71M	8,123	1.3%
BOSTON SCIENTIFIC CORP	—	$4.75M	49,800	1.3%
TJX Cos Inc/The	—	$5.79M	37,677	1.5%
Palantir Technologies Inc	—	$6.15M	34,580	1.6%
RTX Corp	—	$6.72M	36,624	1.8%
Palo Alto Networks Inc	—	$6.92M	37,564	1.8%
Visa Inc	—	$7.24M	20,654	1.9%
Amazon.com Inc	—	$7.26M	31,467	1.9%
Walmart Inc.	—	$8.83M	79,221	2.4%
Alphabet Inc.	—	$13.26M	42,357	3.5%
SPDR SERIES TRUST	—	$13.95M	173,850	3.7%
MICROSOFT CORP	—	$25.23M	52,172	6.7%
Apple Inc.	—	$29.81M	109,653	8.0%
SPDR S&P 500 ETF TR	—	$62.76M	92,031	16.8%
NVIDIA Corp	—	$68.04M	364,843	18.2%