Stock Taper

LEGACY WEALTH MANAGEMENT, LLC / MS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Goldman Sachs Group, Inc.GS203$205.31K
Eli Lilly and CompanyLLY369$442.59K
S&P Global Inc.SPGI500$203.63K
CrowdStrike Holdings, Inc.CRWD511$389.96K
BlackRock, Inc.BLK605$581.9K
Berkshire Hathaway Inc.BRK-B668$334.26K
Analog Devices, Inc.ADI708$281.2K
Caterpillar Inc.CAT843$897.71K
GE Vernova Inc.GEV884$1.04M
Cigna CorporationCI907$250.04K
AMETEK, Inc.AME950$229.84K
AbbVie Inc.ABBV1.01K$255.06K
The Home Depot, Inc.HD1.14K$403.54K
NXP Semiconductors N.V.NXPI1.15K$323.47K
Johnson & JohnsonJNJ1.35K$344.03K
Linde plcLIN1.44K$746.24K
Vertiv Holdings CoVRT1.44K$481.66K
Advanced Micro Devices, Inc.AMD1.49K$865.56K
Western Digital CorporationWDC1.6K$1.02M
Intuitive Surgical, Inc.ISRG1.61K$641.46K