Legacy Wealth Managment, Llc/Id Purchases in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
48
+ 48.48%
$221.03 - $294.78 $10.6K - $14.1K
147 $43K
GLD
Spdr Gold Trust

ETFs
54
+ 39.71%
$273.71 - $316.29 $14.8K - $17.1K
190 $57K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
21
+ 4.56%
$103.65 - $156.51 $2.18K - $3.29K
482 $75K
PWR
Quanta Services, Inc.

Industrials
4
+ 4.21%
$239.47 - $381.26 $958 - $1.53K
99 $37K
BNDX
Vanguard Total International B

ETFs
222
+ 137.04%
$48.77 - $49.55 $10.8K - $11K
384 $19K
AVDV
American Centy ETF Tr Avantis

ETFs
158
New
$61.76 - $79.32 $9.76K - $12.5K
158 $12K
INTC
Intel Corp

Technology
492
+ 3784.62%
$18.13 - $22.69 $8.92K - $11.2K
505 $11K
CIVI
Civitas Resources, Inc.

Energy
718
+ 59.98%
$24.28 - $35.09 $17.4K - $25.2K
1.92K $52K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
516
+ 47.6%
$11.71 - $19.37 $6.04K - $9.99K
1.6K $25K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
159
+ 62.11%
$39.89 - $49.46 $6.34K - $7.86K
415 $20K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
130
New
$68.13 - $74.77 $8.86K - $9.72K
130 $9K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
774
+ 77.4%
$12.72 - $15.77 $9.85K - $12.2K
1.77K $24K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
375
New
$22.61 - $26.12 $8.48K - $9.8K
375 $9K
VO
Vanguard Mid Cap ETF

ETFs
34
+ 680.0%
$228.54 - $279.83 $7.77K - $9.51K
39 $10K
VEEV
Veeva Systems Inc

Healthcare
10
+ 10.0%
$209.39 - $289.94 $2.09K - $2.9K
110 $31K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
157
+ 29.35%
$45.2 - $46.6 $7.1K - $7.32K
692 $32K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
135
New
$50.27 - $62.05 $6.79K - $8.38K
135 $8K
XLE
Energy Sector Spdr

ETFs
100
+ 149.25%
$76.44 - $94.13 $7.64K - $9.41K
167 $14K
CEG
Constellation Energy Corp

Utilities
17
+ 85.0%
$170.96 - $322.76 $2.91K - $5.49K
37 $11K
VCIT
Vanguard Intermediate Term Cor

ETFs
88
+ 488.89%
$79.56 - $82.92 $7K - $7.3K
106 $8K
VB
Vanguard Small Cap ETF

ETFs
26
+ 162.5%
$193.73 - $237.37 $5.04K - $6.17K
42 $9K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 1.05%
$456.74 - $568.03 $457 - $568
96 $54K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
73
+ 486.67%
$65.42 - $80.7 $4.78K - $5.89K
88 $7K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
134
New
$35.35 - $42.68 $4.74K - $5.72K
134 $5K
INDA
Ishares Msci India Index Fund

ETFs
90
New
$49.13 - $55.86 $4.42K - $5.03K
90 $5K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
65
New
$62.73 - $78.42 $4.08K - $5.1K
65 $5K
APP
App Lovin Corp

Technology
17
New
$219.37 - $417.89 $3.73K - $7.1K
17 $5K
VGT
Vanguard Information Technolog

ETFs
9
New
$470.37 - $663.28 $4.23K - $5.97K
9 $5K
SIL
Global X Silver Miners ETF

ETFs
15
+ 4.66%
$33.97 - $49.02 $510 - $735
337 $16K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113
New
$34.72 - $42.74 $3.92K - $4.83K
113 $4K
DECK
Deckers Outdoor Corp

Consumer Cyclical
45
+ 375.0%
$100.44 - $129.37 $4.52K - $5.82K
57 $5K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
126
New
$28.98 - $37.18 $3.65K - $4.68K
126 $4K
PANW
Palo Alto Networks Inc

Technology
3
+ 3.95%
$152.44 - $204.64 $457 - $614
79 $16K
VNQ
Vanguard Specialized Funds Van

ETFs
47
+ 335.71%
$79.79 - $91.42 $3.75K - $4.3K
61 $5K
BBAX
J P Morgan Betabuilders Develo

ETFs
74
New
$42.69 - $54.65 $3.16K - $4.04K
74 $4K
LPI
Laredo Petroleum, Inc.

Energy
71
+ 173.17%
N/A
112 $5K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
10
+ 4.44%
$50.5 - $71.23 $505 - $712
235 $15K
KRP
Kimbell Royalty Partners, LP

Energy
239
+ 6.28%
$11.58 - $14.61 $2.77K - $3.49K
4.04K $56K
CDNS
Cadence Design Systems Inc

Technology
4
+ 12.5%
$231.64 - $323.08 $927 - $1.29K
36 $11K
SHV
Ishares Tr

ETFs
36
+ 0.41%
$110.06 - $110.46 $3.96K - $3.98K
8.86K $978K
BTEGF
Baytex Energy Corp.

Energy
784
+ 187.56%
N/A
1.2K $4K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
38
New
$82.17 - $99.96 $3.12K - $3.8K
38 $3K
DAX
Global X Fds Dax Germany ETF

ETFs
70
New
$34.84 - $44.93 $2.44K - $3.15K
70 $3K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$497.13 - $827.94 $1.49K - $2.48K
3 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8
+ 50.0%
$104.23 - $134.39 $834 - $1.08K
24 $3K
APLD
Applied Blockchain, Inc.

Financial Services
250
New
$3.53 - $13.86 $883 - $3.47K
250 $2K
PHYS
Sprott Physical Gold Trust

Financial Services
13
+ 0.93%
$22.82 - $26.29 $297 - $342
1.41K $35K
FXU
First Tr Exchange Traded Fd Ut

ETFs
60
New
$37.86 - $43.29 $2.27K - $2.6K
60 $2K
RTX
Raytheon Technologies Corp

Industrials
8
+ 8.08%
$113.75 - $148.48 $910 - $1.19K
107 $15K
Activity Summary
Buys All Purchases 184 New Holdings 67 Increased Positions 117 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 5 Puts 1
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