Legacy Wealth Managment, Llc/Id New Holdings in Q3 2024

Legacy Wealth Managment, Llc/Id

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
87
New
$37.37 - $41.82 $3.25K - $3.64K
87 $3K
RS
Reliance Steel & Aluminum CO

Basic Materials
7
New
$271.23 - $308.75 $1.9K - $2.16K
7 $2K
CPT
Camden Property Trust

Real Estate
23
New
$107.5 - $126.88 $2.47K - $2.92K
23 $2K
SONY
Sony Group Corp

Technology
25
New
$81.61 - $98.65 $2.04K - $2.47K
25 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
New
$1024.09 - $1201.76 $2.05K - $2.4K
2 $2K
NUE
Nucor Corp

Basic Materials
18
New
$137.77 - $166.14 $2.48K - $2.99K
18 $2K
ABT
Abbott Laboratories

Healthcare
19
New
$100.07 - $118.13 $1.9K - $2.24K
19 $2K
SKIN
Beauty Health CO

Consumer Defensive
2K
New
$1.12 - $2.2 $2.24K - $4.4K
2K $2K
DTC
Solo Brands, Inc.

Consumer Cyclical
1.73K
New
$1.09 - $2.5 $1.89K - $4.33K
1.73K $2K
ACN
Accenture PLC

Technology
8
New
$295.44 - $355.81 $2.36K - $2.85K
8 $2K
GLW
Corning Inc

Technology
60
New
$37.76 - $46.2 $2.27K - $2.77K
60 $2K
UDR
Udr, Inc.

Real Estate
63
New
$39.96 - $47.13 $2.52K - $2.97K
63 $2K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
177
New
$13.75 - $18.24 $2.43K - $3.23K
177 $2K
POST
Post Holdings, Inc.

Consumer Defensive
20
New
$103.64 - $118.23 $2.07K - $2.36K
20 $2K
TFC
Truist Financial Corp

Financial Services
59
New
$38.22 - $44.94 $2.25K - $2.65K
59 $2K
TM
Toyota Motor Corp

Consumer Cyclical
13
New
$167.18 - $207.59 $2.17K - $2.7K
13 $2K
ENPH
Enphase Energy, Inc.

Technology
22
New
$95.77 - $123.65 $2.11K - $2.72K
22 $2K
SPAX
Tidal ETF Tr Robinson Alter Yi

ETFs
100
New
$20.23 - $20.53 $2.02K - $2.05K
100 $2K
PSA
Public Storage

Real Estate
8
New
$283.13 - $365.01 $2.27K - $2.92K
8 $2K
PCTY
Paylocity Holding Corp

Technology
18
New
$132.0 - $165.41 $2.38K - $2.98K
18 $2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
27
New
$72.22 - $81.88 $1.95K - $2.21K
27 $2K
HYD
Vaneck High Yield Muni ETF

ETFs
45
New
$51.46 - $53.07 $2.32K - $2.39K
45 $2K
SLDP
Solid Power, Inc.

Industrials
1.5K
New
$1.22 - $2.24 $1.83K - $3.36K
1.5K $2K
BEAM
Beam Therapeutics Inc.

Healthcare
115
New
$22.57 - $33.14 $2.6K - $3.81K
115 $2K
GS
Goldman Sachs Group Inc

Financial Services
6
New
$459.02 - $510.25 $2.75K - $3.06K
6 $2K
SHEL
Shell PLC

Energy
33
New
$65.65 - $73.28 $2.17K - $2.42K
33 $2K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
26
New
$80.44 - $110.41 $2.09K - $2.87K
26 $2K
HSY
Hershey CO

Consumer Defensive
15
New
$182.45 - $203.25 $2.74K - $3.05K
15 $2K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
275
New
$8.26 - $12.16 $2.27K - $3.34K
275 $2K
SXI
Standex International Corp

Industrials
14
New
$155.0 - $188.75 $2.17K - $2.64K
14 $2K
CF
Cf Industries Holdings, Inc.

Basic Materials
33
New
$69.38 - $85.8 $2.29K - $2.83K
33 $2K
MITK
Mitek Systems Inc

Technology
300
New
$8.05 - $13.45 $2.42K - $4.04K
300 $2K
URA
Global X Uranium ETF

ETFs
75
New
$23.18 - $31.26 $1.74K - $2.34K
75 $2K
XLF
Financial Sector Spdr

ETFs
50
New
$40.84 - $45.74 $2.04K - $2.29K
50 $2K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
48
New
$62.4 - $62.4 $3K - $3K
48 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
20
New
$112.99 - $126.45 $2.26K - $2.53K
20 $2K
VST
Vistra Corp.

Utilities
24
New
$69.0 - $119.06 $1.66K - $2.86K
24 $2K
XLB
Select Sector Spdr Fd Material

ETFs
23
New
$86.95 - $97.09 $2K - $2.23K
23 $2K
AFL
Aflac Inc

Financial Services
23
New
$88.52 - $111.8 $2.04K - $2.57K
23 $2K
CB
Chubb LTD

Financial Services
9
New
$252.51 - $292.2 $2.27K - $2.63K
9 $2K
MDT
Medtronic PLC

Healthcare
30
New
$76.84 - $91.03 $2.31K - $2.73K
30 $2K
BROS
Dutch Bros Inc.

Consumer Cyclical
80
New
$29.1 - $42.81 $2.33K - $3.42K
80 $2K
VTWO
Vanguard Russell 2000 ETF

ETFs
28
New
$81.17 - $90.77 $2.27K - $2.54K
28 $2K
FCG
First Tr Exchange Traded Fd

ETFs
50
New
$23.05 - $27.24 $1.15K - $1.36K
50 $1K
FDX
Fedex Corp

Industrials
5
New
$254.64 - $313.52 $1.27K - $1.57K
5 $1K
STM
St Microelectronics N.V.

Technology
34
New
$27.83 - $42.72 $946 - $1.45K
34 $1K
SPIB
Spdr Portfolio Intermediate Te

ETFs
50
New
$32.36 - $33.78 $1.62K - $1.69K
50 $1K
RDY
Dr Reddys Laboratories LTD

Healthcare
15
New
$75.41 - $84.21 $1.13K - $1.26K
15 $1K
CMCSA
Comcast Corp

Communication Services
47
New
$37.33 - $41.78 $1.75K - $1.96K
47 $1K
Activity Summary
Buys All Purchases 698 New Holdings 698 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 3 Puts 1
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