Legacy Wealth Management, LLC / Ms Sells in Q2 2025

Legacy Wealth Management, LLC / Ms

  • $329 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-131K
- 54.47%
$172.42 - $223.89 $22.6M - $29.3M
109K $22.4B
A
Agilent Technologies, Inc.

Healthcare
-20.3K
- 74.74%
$99.29 - $120.52 $2.02M - $2.45M
6.87K $811M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.43K
- 13.23%
$390.26 - $489.06 $557K - $698K
9.36K $3.79B
MTDR
Matador Resources CO

Energy
-28.3K
- 49.74%
$36.67 - $52.23 $1.04M - $1.48M
28.6K $1.37B
XOM
Exxon Mobil Corp

Energy
-7.45K
- 34.3%
$99.93 - $119.04 $745K - $887K
14.3K $1.54B
V
Visa Inc.

Financial Services
-2.84K
- 12.16%
$308.27 - $373.31 $876K - $1.06M
20.5K $7.29B
AJG
Arthur J. Gallagher & Co.

Financial Services
-820
- 5.73%
$310.86 - $348.77 $255K - $286K
13.5K $4.32B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-34K
- 23.6%
$18.28 - $18.7 $621K - $635K
110K $2.06B
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.57K
- 60.53%
$74.88 - $91.97 $492K - $604K
4.28K $394M
FTV
Fortive Corp

Technology
-522
- 2.76%
$52.13 - $74.29 $27.2K - $38.8K
18.4K $959M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.45K
- 57.2%
$77.94 - $79.5 $347K - $354K
3.33K $265M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-514
- 26.87%
$483.48 - $539.8 $249K - $277K
1.4K $680M
CB
Chubb LTD

Financial Services
-404
- 2.67%
$274.32 - $302.46 $111K - $122K
14.7K $4.27B
BX
Blackstone Inc.

Financial Services
-2.11K
- 35.05%
$120.07 - $151.11 $254K - $319K
3.92K $586M
ZTS
Zoetis Inc.

Healthcare
-595
- 3.17%
$144.41 - $170.3 $85.9K - $101K
18.2K $2.84B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.44K
- 46.45%
$60.34 - $74.89 $208K - $258K
3.97K $297M
T
At&T Inc.

Communication Services
-8.17K
- 13.39%
$26.33 - $28.94 $215K - $236K
52.8K $1.53B
KKR
Kkr & Co. Inc.

Financial Services
-2.43K
- 32.53%
$92.79 - $134.29 $226K - $327K
5.05K $672M
CVX
Chevron Corp

Energy
-502
- 10.58%
$133.73 - $168.51 $67.1K - $84.6K
4.24K $607M
IWM
Ishares Russell 2000 ETF

ETFs
-851
- 43.37%
$174.82 - $215.79 $149K - $184K
1.11K $240M
LOW
Lowes Companies Inc

Consumer Cyclical
-255
- 3.25%
$210.83 - $235.28 $53.8K - $60K
7.6K $1.69B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.01K
- 14.29%
$152.93 - $181.74 $154K - $183K
6.05K $1.1B
NXPI
Nxp Semiconductors N.V.

Technology
-646
- 34.51%
$153.5 - $218.72 $99.2K - $141K
1.23K $268M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.17K
- 3.0%
$119.13 - $135.03 $139K - $157K
37.7K $4.66B
UNP
Union Pacific Corp

Industrials
-125
- 1.79%
$208.27 - $238.46 $26K - $29.8K
6.87K $1.58B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.6K
- 26.22%
$19.44 - $19.56 $70K - $70.4K
10.1K $198M
ORCL
Oracle Corp

Technology
-1.45K
- 45.2%
$122.82 - $218.63 $178K - $317K
1.76K $385M
ABT
Abbott Laboratories

Healthcare
-899
- 3.64%
$123.95 - $138.08 $111K - $124K
23.8K $3.24B
CRWD
Crowd Strike Holdings, Inc.

Technology
-292
- 36.36%
$321.63 - $509.31 $93.9K - $149K
511 $260M
HD
Home Depot, Inc.

Consumer Cyclical
-56
- 6.03%
$335.24 - $380.78 $18.8K - $21.3K
873 $320M
AME
Ametek Inc

Industrials
-155
- 5.34%
$151.41 - $182.75 $23.5K - $28.3K
2.75K $498M
TRMK
Trustmark Corp

Financial Services
-211
- 1.93%
$30.79 - $36.78 $6.5K - $7.76K
10.7K $390M
ISRG
Intuitive Surgical Inc

Healthcare
-168
- 7.6%
$451.58 - $565.94 $75.9K - $95.1K
2.04K $1.11B
CSCO
Cisco Systems, Inc.

Technology
-27
- 0.56%
$53.19 - $69.38 $1.44K - $1.87K
4.83K $335M
COST
Costco Wholesale Corp

Consumer Defensive
-120
- 3.13%
$908.13 - $1056.85 $109K - $127K
3.71K $3.68B
EQH
Equitable Holdings, Inc.

Financial Services
-1.37K
- 3.36%
$43.98 - $56.1 $60K - $76.6K
39.2K $2.2B
SYK
Stryker Corp

Healthcare
-225
- 2.58%
$337.37 - $395.63 $75.9K - $89K
8.49K $3.36B
BSX
Boston Scientific Corp

Healthcare
-1.94K
- 3.75%
$89.7 - $107.41 $174K - $208K
49.9K $5.35B
META
Meta Platforms, Inc.

Communication Services
-862
- 16.9%
$484.66 - $738.09 $418K - $636K
4.24K $3.13B
VTI
Vanguard Total Stock Market Et

ETFs
-520
- 4.05%
$243.75 - $303.93 $127K - $158K
12.3K $3.75B
GOOGL
Alphabet Inc.

Communication Services
-4.46K
- 9.44%
$144.7 - $178.6 $645K - $797K
42.8K $7.54B
RTX
Raytheon Technologies Corp

Industrials
-1.76K
- 4.61%
$113.75 - $148.48 $200K - $261K
36.5K $5.32B
HON
Honeywell International Inc

Industrials
-247
- 1.35%
$182.86 - $232.88 $45.2K - $57.5K
18.1K $4.21B
BAC
Bank Of America Corp

Financial Services
-2.2K
- 2.78%
$34.39 - $47.46 $75.5K - $104K
76.7K $3.63B
JPM
Jpmorgan Chase & CO

Financial Services
-595
- 4.56%
$210.28 - $289.91 $125K - $172K
12.4K $3.61B
LHX
L3 Harris Technologies, Inc.

Industrials
-180
- 1.36%
$200.21 - $256.99 $36K - $46.3K
13K $3.27B
WMT
Walmart Inc.

Consumer Defensive
-1.75K
- 2.18%
$81.79 - $99.98 $143K - $175K
78.4K $7.67B
AVGO
Broadcom Inc.

Technology
-1.04K
- 12.03%
$146.29 - $275.65 $152K - $287K
7.6K $2.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-923
- 0.64%
$58.41 - $72.69 $53.9K - $67.1K
144K $10.5B
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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