Legacy Wealth Managment, Llc/Id Purchases in Q4 2024

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108
New
$34.13 - $37.35 $3.69K - $4.03K
108 $3K
HEI
Heico Corp

Industrials
15
New
$237.06 - $279.02 $3.56K - $4.19K
15 $3K
XSMO
Invesco S&P Smallcap Momentum

ETFs
47
+ 2.96%
$65.08 - $73.72 $3.06K - $3.46K
1.63K $107K
IBM
International Business Machines Corp

Technology
11
+ 10.19%
$204.9 - $238.04 $2.25K - $2.62K
119 $26K
BFH
Bread Financial Holdings, Inc.

Financial Services
27
+ 17.88%
$46.5 - $66.38 $1.26K - $1.79K
178 $10K
RRC
Range Resources Corp

Energy
5
+ 0.88%
$29.77 - $36.41 $149 - $182
571 $20K
MPWR
Monolithic Power Systems Inc

Technology
6
New
$560.06 - $942.58 $3.36K - $5.66K
6 $3K
MLI
Mueller Industries Inc

Industrials
28
+ 107.69%
$71.2 - $95.34 $1.99K - $2.67K
54 $4K
FUBO
Fubo Tv Inc.

Communication Services
2.44K
New
$1.25 - $1.81 $3.05K - $4.41K
2.44K $3K
EA
Electronic Arts Inc.

Communication Services
22
New
$140.69 - $167.97 $3.1K - $3.7K
22 $3K
PCTY
Paylocity Holding Corp

Technology
5
+ 27.78%
$162.14 - $213.79 $811 - $1.07K
23 $4K
UNP
Union Pacific Corp

Industrials
15
+ 15.0%
$223.15 - $249.32 $3.35K - $3.74K
115 $26K
SANM
Sanmina Corp

Technology
24
+ 48.98%
$65.07 - $83.88 $1.56K - $2.01K
73 $5K
UTHR
United Therapeutics Corp

Healthcare
7
+ 26.92%
$348.66 - $410.0 $2.44K - $2.87K
33 $11K
VST
Vistra Corp.

Utilities
10
+ 41.67%
$115.74 - $166.61 $1.16K - $1.67K
34 $4K
IQV
Iqvia Holdings Inc.

Healthcare
11
New
$190.97 - $236.63 $2.1K - $2.6K
11 $2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 200.0%
$19.44 - $28.35 $1.94K - $2.84K
150 $3K
MDB
Mongo Db, Inc.

Technology
10
New
$232.81 - $350.13 $2.33K - $3.5K
10 $2K
PFGC
Performance Food Group CO

Consumer Defensive
10
+ 19.61%
$78.03 - $90.57 $780 - $906
61 $5K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
52
+ 288.89%
$53.86 - $60.27 $2.8K - $3.13K
70 $3K
PCOR
Procore Technologies, Inc.

Technology
34
New
$58.8 - $85.72 $2K - $2.91K
34 $2K
JBL
Jabil Inc

Technology
13
+ 144.44%
$118.97 - $147.77 $1.55K - $1.92K
22 $3K
TFII
Tfi International Inc.

Industrials
11
+ 31.43%
$131.69 - $153.91 $1.45K - $1.69K
46 $6K
JCI
Johnson Controls International PLC

Industrials
33
New
$74.23 - $86.6 $2.45K - $2.86K
33 $2K
SPTL
Spdr Portfolio Long Term Treas

ETFs
52
+ 192.59%
$26.05 - $29.17 $1.35K - $1.52K
79 $2K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
23
New
$93.52 - $95.37 $2.15K - $2.19K
23 $2K
MATX
Matson, Inc.

Industrials
14
+ 45.16%
$131.18 - $167.37 $1.84K - $2.34K
45 $6K
MTG
Mgic Investment Corp

Financial Services
93
+ 27.11%
$23.32 - $26.4 $2.17K - $2.46K
436 $10K
SYF
Synchrony Financial

Financial Services
43
New
$49.01 - $68.55 $2.11K - $2.95K
43 $2K
NOG
Northern Oil & Gas, Inc.

Energy
3
+ 0.43%
$35.57 - $43.49 $107 - $130
703 $26K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
43
New
$60.27 - $66.27 $2.59K - $2.85K
43 $2K
GM
General Motors CO

Consumer Cyclical
45
New
$44.82 - $60.2 $2.02K - $2.71K
45 $2K
CMI
Cummins Inc

Industrials
8
New
$324.93 - $383.42 $2.6K - $3.07K
8 $2K
TECH
Bio Techne Corp

Healthcare
38
New
$66.37 - $78.17 $2.52K - $2.97K
38 $2K
CALM
Cal Maine Foods Inc

Consumer Defensive
18
+ 100.0%
$75.41 - $112.24 $1.36K - $2.02K
36 $3K
CNM
Core & Main, Inc.

Industrials
23
+ 135.29%
$41.91 - $55.78 $964 - $1.28K
40 $2K
EQR
Equity Residential

Real Estate
40
New
$69.12 - $77.48 $2.76K - $3.1K
40 $2K
AVB
Avalonbay Communities Inc

Real Estate
13
New
$216.28 - $237.81 $2.81K - $3.09K
13 $2K
ESS
Essex Property Trust, Inc.

Real Estate
10
New
N/A
10 $2K
ACN
Accenture PLC

Technology
5
+ 62.5%
$343.9 - $376.86 $1.72K - $1.88K
13 $4K
GMED
Globus Medical Inc

Healthcare
34
New
$69.79 - $85.61 $2.37K - $2.91K
34 $2K
ETR
Entergy Corp

Utilities
172
+ 85.15%
$73.19 - $156.4 $12.6K - $26.9K
374 $28K
AR
Antero Resources Corp

Energy
22
+ 11.0%
$25.54 - $35.52 $562 - $781
222 $7K
ENVA
Enova International, Inc.

Financial Services
7
+ 38.89%
$80.49 - $106.72 $563 - $747
25 $2K
CORT
Corcept Therapeutics Inc

Healthcare
11
+ 64.71%
$44.66 - $60.85 $491 - $669
28 $1K
PRDO
Perdoceo Education Corp

Consumer Defensive
24
+ 16.9%
$20.61 - $28.08 $495 - $674
166 $4K
CDNS
Cadence Design Systems Inc

Technology
1
+ 3.23%
$249.1 - $324.54 $249 - $325
32 $9K
FTNT
Fortinet, Inc.

Technology
14
New
$76.49 - $99.21 $1.07K - $1.39K
14 $1K
MCK
Mckesson Corp

Healthcare
1
+ 50.0%
$482.27 - $628.5 $482 - $629
3 $1K
Activity Summary
Buys All Purchases 300 New Holdings 122 Increased Positions 178 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 5 Puts 1
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