AI Portfolio Summary
In 2025 Q4, Legacy Wealth Management, LLC / MS maintained a portfolio of 102 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 13.9%. Conversely, Legacy Wealth Management, LLC / MS completely exited their position in FISERV INC.
Total Positions
102
Quarter
2025 Q4
Top Holding
NVDA (18.2%)
Top 10 Concentration
65.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 102
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 18.17% | 18.00% |
#1
Prev: #1
|
8.0 | 44,407 | 13.9% |
P
S
|
364,843 | $68,043,182 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 16.76% | 17.39% |
#2
Prev: #2
|
7.5 | 5,318 | 6.1% |
P
S
|
92,031 | $62,757,920 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 7.96% | 7.68% |
#3
Prev: #3
|
6.2 | 9,429 | 9.4% |
P
S
|
109,653 | $29,810,315 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.74% | 7.23% |
#4
Prev: #4
|
5.2 | 5,766 | 12.4% |
P
S
|
52,172 | $25,231,562 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 3.72% | 3.25% |
#5
Prev: #5
|
4.5 | 36,067 | 26.2% |
P
S
|
173,850 | $13,946,284 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.54% | 2.73% |
#6
Prev: #6
|
3.4 | 5,053 | 13.5% |
P
S
|
42,357 | $13,257,628 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.36% | 2.15% |
#7
1
Prev: #8
|
2.9 | 9,944 | 14.4% |
P
S
|
79,221 | $8,825,991 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.94% | 1.90% |
#8
1
Prev: #9
|
2.8 | 2,661 | 9.2% |
P
S
|
31,467 | $7,263,213 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.93% | 1.86% |
#9
2
Prev: #11
|
2.8 | 2,557 | 14.1% |
P
S
|
20,654 | $7,243,564 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.85% | 2.50% |
#10
3
Prev: #7
|
1.2 | -3,182 | -7.8% |
P
S
|
37,564 | $6,919,289 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.79% | 1.58% |
#11
1
Prev: #12
|
2.7 | 5,184 | 16.5% |
P
S
|
36,624 | $6,716,831 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.64% | 1.88% |
#12
2
Prev: #10
|
1.2 | 420 | 1.2% |
P
S
|
34,580 | $6,146,595 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.55% | 1.43% |
#13
Prev: #13
|
2.6 | 4,869 | 14.8% |
P
S
|
37,677 | $5,787,564 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 1.27% | 1.27% |
#14
1
Prev: #15
|
2.5 | 6,635 | 15.4% |
P
S
|
49,800 | $4,748,430 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.26% | 1.04% |
#15
4
Prev: #19
|
2.5 | 980 | 13.7% |
P
S
|
8,123 | $4,706,872 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 1.24% | 1.09% |
#16
Prev: #16
|
2.5 | 1,545 | 8.1% |
P
S
|
20,640 | $4,652,462 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CB
CHUBB LIMITED
|
Financial Services | 1.22% | 1.07% |
#17
Prev: #17
|
2.5 | 1,966 | 15.5% |
P
S
|
14,611 | $4,560,385 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.13% | 1.02% |
#18
4
Prev: #22
|
2.5 | 11,395 | 17.4% |
P
S
|
76,818 | $4,224,990 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.09% | 0.49% |
#19
18
Prev: #37
|
3.4 | 7,227 | 145.6% |
P
S
|
12,191 | $4,087,277 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.08% | 1.03% |
#20
Prev: #20
|
2.4 | 1,709 | 15.8% |
P
S
|
12,544 | $4,041,928 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LHX
L3HARRIS TECHNO...
|
Industrials | 1.04% | 1.05% |
#21
3
Prev: #18
|
2.4 | 1,908 | 16.7% |
P
S
|
13,304 | $3,905,760 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 1.04% | 1.00% |
#22
1
Prev: #23
|
0.9 | 260 | 1.6% |
P
S
|
16,997 | $3,890,953 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 0.93% | 0.98% |
#23
1
Prev: #24
|
2.9 | 3,008 | 28.7% |
P
S
|
13,491 | $3,491,336 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.86% | 0.91% |
#24
2
Prev: #26
|
2.3 | 467 | 14.3% |
P
S
|
3,723 | $3,210,743 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.82% | 0.84% |
#25
3
Prev: #28
|
2.3 | 1,188 | 15.8% |
P
S
|
8,703 | $3,058,993 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FISV
FISERV INC
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #70) |
0.0 | -3,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #85) |
0.0 | -8,148 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 102 holdings