Legacy Wealth Managment, Llc/Id Incresed Positions in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
516
+ 47.6%
$11.71 - $19.37 $6.04K - $9.99K
1.6K $25K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
774
+ 77.4%
$12.72 - $15.77 $9.85K - $12.2K
1.77K $24K
AVUV
American Centy ETF Tr Avantis

ETFs
97
+ 136.62%
$75.17 - $91.21 $7.29K - $8.85K
168 $15K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
159
+ 62.11%
$39.89 - $49.46 $6.34K - $7.86K
415 $20K
VO
Vanguard Mid Cap ETF

ETFs
34
+ 680.0%
$228.54 - $279.83 $7.77K - $9.51K
39 $10K
XLE
Energy Sector Spdr

ETFs
100
+ 149.25%
$76.44 - $94.13 $7.64K - $9.41K
167 $14K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
157
+ 29.35%
$45.2 - $46.6 $7.1K - $7.32K
692 $32K
VEEV
Veeva Systems Inc

Healthcare
10
+ 10.0%
$209.39 - $289.94 $2.09K - $2.9K
110 $31K
VCIT
Vanguard Intermediate Term Cor

ETFs
88
+ 488.89%
$79.56 - $82.92 $7K - $7.3K
106 $8K
CEG
Constellation Energy Corp

Utilities
17
+ 85.0%
$170.96 - $322.76 $2.91K - $5.49K
37 $11K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 1.05%
$456.74 - $568.03 $457 - $568
96 $54K
VB
Vanguard Small Cap ETF

ETFs
26
+ 162.5%
$193.73 - $237.37 $5.04K - $6.17K
42 $9K
LPI
Laredo Petroleum, Inc.

Energy
71
+ 173.17%
N/A
112 $5K
PANW
Palo Alto Networks Inc

Technology
3
+ 3.95%
$152.44 - $204.64 $457 - $614
79 $16K
DECK
Deckers Outdoor Corp

Consumer Cyclical
45
+ 375.0%
$100.44 - $129.37 $4.52K - $5.82K
57 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
47
+ 335.71%
$79.79 - $91.42 $3.75K - $4.3K
61 $5K
SIL
Global X Silver Miners ETF

ETFs
15
+ 4.66%
$33.97 - $49.02 $510 - $735
337 $16K
CDNS
Cadence Design Systems Inc

Technology
4
+ 12.5%
$231.64 - $323.08 $927 - $1.29K
36 $11K
BTEGF
Baytex Energy Corp.

Energy
784
+ 187.56%
N/A
1.2K $4K
KRP
Kimbell Royalty Partners, LP

Energy
239
+ 6.28%
$11.58 - $14.61 $2.77K - $3.49K
4.04K $56K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
10
+ 4.44%
$50.5 - $71.23 $505 - $712
235 $15K
SHV
Ishares Tr

ETFs
36
+ 0.41%
$110.06 - $110.46 $3.96K - $3.98K
8.86K $978K
SM
Sm Energy CO

Energy
661
+ 25.05%
$20.39 - $30.52 $13.5K - $20.2K
3.3K $81K
XLRE
Select Sector Spdr Tr Real Est

ETFs
57
+ 167.65%
$37.08 - $42.26 $2.11K - $2.41K
91 $3K
RTX
Raytheon Technologies Corp

Industrials
8
+ 8.08%
$113.75 - $148.48 $910 - $1.19K
107 $15K
ENB
Enbridge Inc

Energy
33
+ 275.0%
$41.09 - $47.16 $1.36K - $1.56K
45 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8
+ 50.0%
$104.23 - $134.39 $834 - $1.08K
24 $3K
PHYS
Sprott Physical Gold Trust

Financial Services
13
+ 0.93%
$22.82 - $26.29 $297 - $342
1.41K $35K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 3.64%
$119.13 - $135.03 $1.07K - $1.22K
256 $31K
AR
Antero Resources Corp

Energy
29
+ 12.83%
$31.92 - $43.78 $926 - $1.27K
255 $10K
OVV
Ovintiv Inc.

Energy
33
+ 117.86%
$31.18 - $44.14 $1.03K - $1.46K
61 $2K
USFR
Wisdomtree Floating Rate Treas

ETFs
14
+ 0.48%
$50.28 - $50.47 $704 - $707
2.91K $146K
NEE
Nextera Energy Inc

Utilities
18
+ 10.71%
$64.11 - $75.0 $1.15K - $1.35K
186 $12K
EMB
Ishares Tr

ETFs
14
+ 280.0%
$86.54 - $92.62 $1.21K - $1.3K
19 $1K
MTDR
Matador Resources CO

Energy
22
+ 110.0%
$36.67 - $52.23 $807 - $1.15K
42 $2K
RGTI
Rigetti Computing, Inc.

Technology
8
+ 6.35%
$7.5 - $14.29 $60 - $114
134 $1K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
4.05K
+ 33.09%
N/A
16.3K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
945
+ 25.89%
N/A
4.6K $0
DTE
Dte Energy CO

Utilities
10
+ 3.92%
$127.39 - $139.49 $1.27K - $1.39K
265 $35K
DSMC
ETF Ser Solutions Distillate S
1.26K
+ 15.86%
N/A
9.23K $0
Celestica Inc
214
+ 76.43%
N/A
494 $0
Biosig Technologies Inc
622K
+ 10.01%
N/A
6.84M $0
FANG
Diamondback Energy, Inc.

Energy
7
+ 13.21%
$119.25 - $161.49 $835 - $1.13K
60 $8K
Volatility Shs Tr
1
+ 8.33%
N/A
13 $0
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1
+ 5.0%
$19.73 - $22.32 $19.7 - $22.3
21 $0
Reddit Inc
1
+ 4.35%
N/A
24 $0
QUBT
Quantum Computing Inc.

Technology
1
+ 14.29%
$5.87 - $21.22 $5.87 - $21.2
8 $0
J P Morgan Exchange Traded F
2.81K
+ 7.27%
N/A
41.5K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9
+ 14.29%
$50.36 - $50.68 $453 - $456
72 $3K
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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