Legacy Wealth Management, LLC / Ms Purchases in Q2 2025

Legacy Wealth Management, LLC / Ms

  • $329 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
273K
+ 589.57%
$94.31 - $157.99 $25.7M - $43.1M
319K $50.4B
IEX
Idex Corp

Industrials
15K
+ 1017.65%
$160.66 - $191.29 $2.41M - $2.87M
16.5K $2.89B
AMZN
Amazon Com Inc

Consumer Cyclical
6.05K
+ 24.59%
$167.32 - $223.3 $1.01M - $1.35M
30.6K $6.72B
ADBE
Adobe Inc.

Technology
5.18K
New
$340.0 - $420.68 $1.76M - $2.18M
5.18K $2B
HUBB
Hubbell Inc

Industrials
4.32K
New
$315.94 - $408.41 $1.36M - $1.76M
4.32K $1.76B
DHR
Danaher Corp

Healthcare
5.43K
+ 40.65%
$174.64 - $205.16 $947K - $1.11M
18.8K $3.71B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20.2K
New
$35.35 - $42.68 $713K - $861K
20.2K $860M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.2K
+ 86.51%
$19.49 - $19.66 $277K - $279K
30.6K $602M
TSME
Thrivent ETF Tr Small Mid Cap
6.97K
New
N/A
6.97K $260M
UNH
Unitedhealth Group Inc

Healthcare
6.52K
+ 77.34%
$274.35 - $599.47 $1.79M - $3.91M
14.9K $4.66B
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.81K
New
$29.82 - $30.19 $233K - $236K
7.81K $236M
GOOG
Alphabet Inc.

Communication Services
189
+ 2.19%
$146.58 - $180.01 $27.7K - $34K
8.81K $1.56B
GAB
Gabelli Equity Trust Inc

Financial Services
34.2K
+ 184.29%
$4.97 - $5.87 $170K - $201K
52.7K $307M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
9.58K
+ 71.98%
$8.65 - $10.52 $82.8K - $101K
22.9K $241M
CHY
Calamos Convertible & High Income Fund

Financial Services
9.18K
+ 68.65%
$9.18 - $10.99 $84.2K - $101K
22.5K $248M
OEF
Ishares S&P 100 ETF

ETFs
122
+ 6.66%
N/A
1.95K $594M
IQV
Iqvia Holdings Inc.

Healthcare
2.81K
+ 14.47%
$137.0 - $174.37 $385K - $490K
22.2K $3.5B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.79K
+ 6.52%
$20.16 - $20.49 $56.2K - $57.2K
45.6K $934M
EGP
Eastgroup Properties Inc

Real Estate
15
+ 0.94%
$145.28 - $176.09 $2.18K - $2.64K
1.61K $269M
COP
Conocophillips

Energy
4.21K
+ 15.03%
$82.66 - $106.1 $348K - $446K
32.2K $2.89B
Activity Summary
Buys All Purchases 21 New Holdings 6 Increased Positions 15 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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