0001214659-24-020386.txt : 20241212
0001214659-24-020386.hdr.sgml : 20241212
20241212123850
ACCESSION NUMBER: 0001214659-24-020386
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20241212
DATE AS OF CHANGE: 20241212
EFFECTIVENESS DATE: 20241212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Wealth Management, LLC / MS
CENTRAL INDEX KEY: 0002047443
ORGANIZATION NAME:
IRS NUMBER: 841930135
STATE OF INCORPORATION: MS
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24517
FILM NUMBER: 241543977
BUSINESS ADDRESS:
STREET 1: 300 CONCOURSE BLVD.
STREET 2: SUITE 102
CITY: RIDGELAND
STATE: MS
ZIP: 39157
BUSINESS PHONE: 601-499-1970
MAIL ADDRESS:
STREET 1: 300 CONCOURSE BLVD.
STREET 2: SUITE 102
CITY: RIDGELAND
STATE: MS
ZIP: 39157
13F-HR
1
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RIDGELAND
MS
39157
13F HOLDINGS REPORT
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Ridgeland
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12-10-2024
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INFORMATION TABLE
2
infotable.xml
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COM
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ALPHABET INC
CAP STK CL A
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SOLE
0
0
41996
ALPHABET INC
CAP STK CL C
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8943
SH
SOLE
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0
8943
AMAZON COM INC
COM
023135106
1358081
7529
SH
SOLE
0
0
7529
AMERICAN EXPRESS CO
COM
025816109
683070
3000
SH
SOLE
0
0
3000
AMETEK INC
COM
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521997
2854
SH
SOLE
0
0
2854
AMGEN INC
COM
031162100
255888
900
SH
SOLE
0
0
900
APPLE INC
COM
037833100
11963131
69764
SH
SOLE
0
0
69764
AVERY DENNISON CORP
COM
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SOLE
0
0
2456
BANK AMERICA CORP
COM
060505104
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82345
SH
SOLE
0
0
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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1500
SH
SOLE
0
0
1500
BLACKROCK INC
COM
09247X101
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500
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SOLE
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0
500
BOSTON SCIENTIFIC CORP
COM
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56125
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BROADCOM INC
COM
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CHESAPEAKE UTILS CORP
COM
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CHEVRON CORP NEW
COM
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CHUBB LIMITED
COM
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COCA COLA CO
COM
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CONOCOPHILLIPS
COM
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COSTCO WHSL CORP NEW
COM
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DANAHER CORPORATION
COM
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DISNEY WALT CO
COM
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25440
EDWARDS LIFESCIENCES CORP
COM
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EQUITABLE HLDGS INC
COM
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EVERSOURCE ENERGY
COM
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EXXON MOBIL CORP
COM
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FIRSTENERGY CORP
COM
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10600
FISERV INC
COM
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FORTIVE CORP
COM
34959J108
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0
20176
GALLAGHER ARTHUR J & CO
COM
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HOME DEPOT INC
COM
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901
HONEYWELL INTL INC
COM
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0
12223
INTUITIVE SURGICAL INC
COM NEW
46120E602
881989
2210
SH
SOLE
0
0
2210
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
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0
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ISHARES TR
RUS 1000 ETF
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SOLE
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0
1680
JOHNSON & JOHNSON
COM
478160104
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SH
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6313
JPMORGAN CHASE & CO
COM
46625H100
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L3HARRIS TECHNOLOGIES INC
COM
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LEIDOS HOLDINGS INC
COM
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LINDE PLC
SHS
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LOWES COS INC
COM
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SOLE
0
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MATADOR RES CO
COM
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SH
SOLE
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MCDONALDS CORP
COM
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MICROSOFT CORP
COM
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NVIDIA CORPORATION
COM
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NXP SEMICONDUCTORS N V
COM
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ORACLE CORP
COM
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PALO ALTO NETWORKS INC
COM
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PIONEER NAT RES CO
COM
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PROCORE TECHNOLOGIES INC
COM
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RTX CORPORATION
COM
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S&P GLOBAL INC
COM
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SPDR S&P 500 ETF TR
TR UNIT
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SPDR SER TR
PORTFOLI S&P1500
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PORTFOLIO S&P500
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STRYKER CORPORATION
COM
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THERMO FISHER SCIENTIFIC INC
COM
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THRIVENT ETF TRUST
SMALL MID CAP
88588G109
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TJX COS INC NEW
COM
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T-MOBILE US INC
COM
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TRUSTMARK CORP
COM
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UNILEVER PLC
SPON ADR NEW
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SOLE
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UNION PAC CORP
COM
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UNITEDHEALTH GROUP INC
COM
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VANGUARD INDEX FDS
TOTAL STK MKT
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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VISA INC
COM CL A
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WALMART INC
COM
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WEBSTER FINL CORP
COM
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WESTERN ALLIANCE BANCORP
COM
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ZOETIS INC
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