Legacy Wealth Asset Management, LLC Purchases in Q4 2024

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
20.8K
+ 452.04%
$51.78 - $57.15 $1.08M - $1.19M
25.4K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
1.98K
+ 191.51%
$213.65 - $479.86 $424K - $952K
3.02K $1.22M
MLPA
Global X Mlp ETF

ETFs
14.4K
+ 9.4%
$47.44 - $52.61 $683K - $757K
167K $8.27M
ATR
Aptargroup, Inc.

Healthcare
5.46K
New
$156.73 - $176.15 $856K - $962K
5.46K $858K
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.9K
New
$75.1 - $82.99 $816K - $902K
10.9K $821K
IEMG
Ishares Inc

ETFs
14.6K
+ 261.62%
N/A
20.1K $1.08M
IWS
Ishares Russell Midcap Value E

ETFs
4.83K
New
$128.08 - $140.32 $619K - $678K
4.83K $625K
EFG
Msci Eafe Growth ETF

ETFs
6.35K
+ 245.3%
$96.83 - $106.88 $614K - $678K
8.93K $864K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.7K
New
$311.11 - $335.64 $529K - $570K
1.7K $547K
GDDY
Go Daddy Inc.

Technology
2.08K
New
$153.16 - $209.03 $319K - $435K
2.08K $410K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.33K
New
$241.48 - $274.89 $322K - $367K
1.33K $338K
GIL
Gildan Activewear Inc.

Consumer Cyclical
6.94K
+ 115.12%
$46.28 - $50.23 $321K - $348K
13K $610K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.94K
New
$87.56 - $119.8 $258K - $353K
2.94K $323K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.62K
New
$87.25 - $95.52 $315K - $345K
3.62K $319K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.5K
New
$110.69 - $154.48 $277K - $386K
2.5K $317K
DXCM
Dexcom Inc

Healthcare
4.05K
New
$65.68 - $81.01 $266K - $328K
4.05K $315K
MCHP
Microchip Technology Inc

Technology
5.45K
New
$55.51 - $79.05 $302K - $431K
5.45K $312K
VCTR
Victory Capital Holdings, Inc.

Financial Services
712
+ 3.01%
$54.76 - $72.24 $39K - $51.4K
24.3K $1.59M
ELMD
Electromed, Inc.

Healthcare
8.55K
New
$20.9 - $31.06 $179K - $266K
8.55K $252K
PAYC
Paycom Software, Inc.

Technology
785
+ 35.31%
$159.94 - $240.25 $126K - $189K
3.01K $616K
MEOH
Methanex Corp

Basic Materials
4.41K
New
$38.97 - $49.94 $172K - $220K
4.41K $220K
THS
Tree House Foods, Inc.

Consumer Defensive
6.14K
New
$31.59 - $42.18 $194K - $259K
6.14K $215K
DLR
Digital Realty Trust, Inc.

Real Estate
1.16K
New
$156.46 - $195.69 $181K - $226K
1.16K $205K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
11.1K
New
$16.36 - $22.16 $182K - $246K
11.1K $185K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.76K
+ 60.87%
$101.77 - $113.02 $179K - $199K
4.65K $491K
UCIB
Ubs Ag

ETFs
6.14K
+ 5.26%
$24.37 - $28.1 $150K - $173K
123K $3.17M
TFLO
Ishares Treasury Floating Rate

ETFs
3.11K
+ 1.59%
$50.37 - $50.63 $157K - $157K
198K $10M
SGOL
Abrdn Gold ETF Trust

ETFs
5.37K
+ 11.06%
$24.46 - $26.62 $131K - $143K
53.9K $1.35M
USPH
U S Physical Therapy Inc

Healthcare
953
+ 11.14%
$77.48 - $99.91 $73.8K - $95.2K
9.51K $843K
LKQ
Lkq Corp

Consumer Cyclical
4.13K
+ 37.57%
$36.0 - $39.99 $149K - $165K
15.1K $555K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
482
+ 1.64%
$55.73 - $66.16 $26.9K - $31.9K
30K $1.81M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
3.91K
+ 33.81%
$32.93 - $39.8 $129K - $155K
15.5K $517K
ONB
Old National Bancorp

Financial Services
396
+ 3.82%
$17.94 - $23.23 $7.1K - $9.2K
10.8K $233K
MMM
3 M CO

Industrials
839
+ 9.14%
$124.74 - $137.12 $105K - $115K
10K $1.29M
USFD
Us Foods Holding Corp.

Consumer Defensive
160
+ 4.03%
$60.65 - $72.33 $9.7K - $11.6K
4.13K $278K
CME
Cme Group Inc.

Financial Services
14
+ 0.59%
$221.17 - $246.02 $3.1K - $3.44K
2.39K $555K
USFR
Wisdomtree Floating Rate Treas

ETFs
373
+ 1.17%
$50.23 - $50.46 $18.7K - $18.8K
32.2K $1.62M
TDY
Teledyne Technologies Inc

Technology
4
+ 0.61%
$436.59 - $489.24 $1.75K - $1.96K
659 $305K
AFG
American Financial Group Inc

Financial Services
64
+ 1.37%
$126.81 - $149.08 $8.12K - $9.54K
4.74K $648K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
33
+ 1.06%
$174.04 - $205.27 $5.74K - $6.77K
3.15K $568K
COP
Conocophillips

Energy
530
+ 7.89%
$95.12 - $114.72 $50.4K - $60.8K
7.25K $718K
COLD
Americold Realty Trust

Real Estate
6.24K
+ 34.5%
$21.03 - $27.78 $131K - $173K
24.3K $520K
FMC
Fmc Corp

Basic Materials
3.45K
+ 37.87%
$47.86 - $66.62 $165K - $230K
12.5K $609K
AIV
Apartment Investment & Management CO

Real Estate
67
+ 0.58%
$8.03 - $9.09 $538 - $609
11.5K $104K
PNM
Pnm Resources Inc

Utilities
12
+ 0.25%
N/A
4.79K $199K
Lam Research Corp
13K
New
N/A
13K $0
Te Connectivity PLC
50
+ 0.4%
N/A
12.5K $0
UHALB
Amerco Com Ser N
503
+ 5.78%
N/A
9.2K $0
Rb Global Inc
23
+ 0.28%
N/A
8.23K $0
Activity Summary
Buys All Purchases 82 New Holdings 20 Increased Positions 62 Sells All Sells 254 Reductions 254 Sold out 0 Options Calls 0 Puts 0
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