Legacy Wealth Asset Management, LLC Purchases in Q3 2025

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
11.1K
New
$167.06 - $208.19 $1.85M - $2.31M
11.1K $2.26M
SNPS
Synopsys Inc

Technology
3.04K
New
$387.78 - $645.35 $1.18M - $1.96M
3.04K $1.5M
AON
Aon PLC

Financial Services
3.76K
+ 115.89%
$350.91 - $375.27 $1.32M - $1.41M
7K $2.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.68K
New
$412.46 - $514.1 $1.1M - $1.38M
2.68K $1.31M
APH
Amphenol Corp

Technology
10.5K
New
$97.39 - $125.4 $1.02M - $1.31M
10.5K $1.29M
PLTR
Palantir Technologies Inc.

Technology
7.03K
New
$130.68 - $186.97 $918K - $1.31M
7.03K $1.28M
CL
Colgate Palmolive CO

Consumer Defensive
16.7K
+ 239.74%
$79.36 - $93.33 $1.32M - $1.56M
23.6K $1.89M
ADP
Automatic Data Processing Inc

Industrials
4.17K
+ 165.62%
$288.69 - $310.94 $1.2M - $1.3M
6.69K $1.96M
CDNS
Cadence Design Systems Inc

Technology
3.31K
New
$309.46 - $373.37 $1.02M - $1.24M
3.31K $1.16M
TXN
Texas Instruments Inc

Technology
5.72K
+ 119.19%
N/A
10.5K $2.05M
MSI
Motorola Solutions, Inc.

Technology
1.64K
New
$408.73 - $490.3 $669K - $803K
1.64K $748K
MCD
Mcdonalds Corp

Consumer Cyclical
2.22K
+ 98.76%
$291.67 - $316.99 $648K - $704K
4.47K $1.36M
MLPA
Global X Mlp ETF

ETFs
21K
+ 10.85%
$48.25 - $51.56 $1.01M - $1.08M
215K $10.4M
TJX
Tjx Companies Inc

Consumer Cyclical
3.52K
+ 53.79%
$121.35 - $144.54 $428K - $509K
10.1K $1.46M
GIL
Gildan Activewear Inc.

Consumer Cyclical
5.28K
+ 14.2%
$49.08 - $57.8 $259K - $305K
42.4K $2.45M
PHG
Koninklijke Philips Nv

Healthcare
15K
+ 25.4%
$23.84 - $28.62 $357K - $429K
74K $2.02M
MCO
Moodys Corp

Financial Services
1.18K
New
$472.69 - $521.32 $556K - $613K
1.18K $560K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.35K
+ 3.36%
$33.76 - $35.55 $282K - $297K
257K $9.07M
NKE
Nike, Inc.

Consumer Cyclical
7.61K
+ 168.8%
$69.24 - $79.24 $527K - $603K
12.1K $845K
TDG
Trans Digm Group Inc

Industrials
393
New
$1271.04 - $1620.83 $500K - $637K
393 $517K
UCIB
Ubs Ag

ETFs
13.7K
+ 8.83%
$26.23 - $27.48 $358K - $376K
168K $4.57M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.93K
New
$109.55 - $124.15 $431K - $488K
3.93K $460K
FICO
Fair Isaac Corp

Technology
339
+ 167.0%
$1311.26 - $1869.83 $445K - $634K
542 $811K
RGA
Reinsurance Group Of America Inc

Financial Services
2.23K
New
$177.1 - $199.23 $394K - $443K
2.23K $427K
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 1.39%
$293.94 - $444.72 $12.3K - $18.7K
3.07K $1.37M
SGOL
Abrdn Gold ETF Trust

ETFs
2.49K
+ 4.35%
$31.18 - $36.81 $77.6K - $91.6K
59.7K $2.2M
SLB
Schlumberger Limited

Energy
10.5K
+ 72.66%
$32.37 - $37.31 $338K - $390K
24.8K $853K
PWR
Quanta Services, Inc.

Industrials
831
New
$372.29 - $421.68 $309K - $350K
831 $344K
SIVR
Abrdn Silver ETF Trust

ETFs
767
+ 2.56%
$34.34 - $44.62 $26.3K - $34.2K
30.7K $1.37M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.36K
New
$184.09 - $279.47 $251K - $380K
1.36K $335K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
470
+ 0.33%
$13.29 - $16.05 $6.25K - $7.54K
143K $2.28M
SCHW
Schwab Charles Corp

Financial Services
2.98K
+ 33.56%
$91.03 - $98.69 $271K - $294K
11.8K $1.13M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
694
New
$311.12 - $482.13 $216K - $335K
694 $316K
SHW
Sherwin Williams CO

Basic Materials
893
+ 49.61%
$330.88 - $375.23 $295K - $335K
2.69K $932K
TPR
Tapestry, Inc.

Consumer Cyclical
958
+ 12.29%
$86.48 - $116.14 $82.8K - $111K
8.76K $991K
AIT
Applied Industrial Technologies Inc

Industrials
1.01K
+ 87.87%
$242.14 - $275.72 $246K - $280K
2.17K $565K
D
Dominion Energy, Inc

Utilities
4.07K
+ 49.85%
$56.32 - $62.1 $229K - $253K
12.2K $747K
MFG
Mizuho Financial Group Inc

Financial Services
1.08K
+ 0.46%
$5.42 - $6.85 $5.88K - $7.43K
239K $1.6M
WDC
Western Digital Corp

Technology
2.28K
New
$63.84 - $120.06 $146K - $274K
2.28K $273K
DHI
Horton D R Inc

Consumer Cyclical
1.58K
New
$129.82 - $184.04 $206K - $291K
1.58K $268K
WELL
Welltower Inc.

Real Estate
670
+ 14.04%
$150.71 - $178.14 $101K - $119K
5.44K $969K
VC
Visteon Corp

Consumer Cyclical
1.97K
New
$98.77 - $128.76 $194K - $253K
1.97K $235K
BBY
Best Buy CO Inc

Consumer Cyclical
3.1K
New
$64.12 - $78.46 $199K - $243K
3.1K $234K
CRDO
Credo Technology Group Holding LTD

Technology
1.59K
New
$87.59 - $172.31 $140K - $275K
1.59K $232K
TOST
Toast, Inc.

Technology
6.31K
New
$36.51 - $49.3 $230K - $311K
6.31K $230K
O
Realty Income Corp

Real Estate
3.49K
New
$56.13 - $60.79 $196K - $212K
3.49K $212K
ZTO
Zto Express (Cayman) Inc.

Industrials
686
+ 0.5%
$17.7 - $20.73 $12.1K - $14.2K
138K $2.65M
JBT
John Bean Technologies Corp

Industrials
1.68K
New
N/A
1.68K $211K
LFUS
Littelfuse Inc

Technology
495
+ 19.12%
$228.23 - $271.17 $113K - $134K
3.08K $798K
Activity Summary
Buys All Purchases 217 New Holdings 30 Increased Positions 187 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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