Stock Taper 
LEGACY WEALTH MANAGEMENT, LLC / MS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NextEra Energy, Inc. | NEE | 4.77K | $418.85K |
 Cisco Systems, Inc. | CSCO | 4.99K | $586.25K |
 KKR & Co. Inc. | KKR | 5.05K | $463.31K |
 Chevron Corporation | CVX | 5.45K | $902.87K |
 Meta Platforms, Inc. | META | 5.5K | $3.1M |
 Union Pacific Corporation | UNP | 5.63K | $1.53M |
 Blackstone Inc. | BX | 5.65K | $665.13K |
 Baker Hughes Company | BKR | 6.48K | $359.86K |
 Stryker Corporation | SYK | 7.3K | $2.3M |
 Lowe's Companies, Inc. | LOW | 7.68K | $1.69M |
 IQVIA Holdings Inc. | IQV | 7.75K | $1.5M |
 ServiceNow, Inc. | NOW | 8.11K | $805.06K |
 Broadcom Inc. | AVGO | 8.73K | $3.3M |
 IDEX Corporation | IEX | 8.76K | $1.99M |
 Danaher Corporation | DHR | 9.2K | $1.75M |
 ConocoPhillips | COP | 9.31K | $968.18K |
 Chubb Limited | CB | 9.76K | $3.32M |
 JPMorgan Chase & Co. | JPM | 9.93K | $3.25M |
 Trustmark Corporation | TRMK | 10.3K | $473.9K |
 Intel Corp. | INTC | 10.44K | $1.46M |