Legacy Wealth Asset Management, LLC Purchases in Q2 2025

Legacy Wealth Asset Management, LLC

  • $331 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
88.3K
+ 55.02%
$27.43 - $34.32 $2.42M - $3.03M
249K $8.53M
BZ
Kanzhun LTD

Industrials
146K
New
$13.62 - $19.06 $1.99M - $2.79M
146K $2.61M
ASML
Asml Holding Nv

Technology
2.3K
+ 202.29%
$595.37 - $815.24 $1.37M - $1.88M
3.44K $2.75M
ALC
Alcon Inc

Healthcare
13.8K
+ 193.11%
$82.88 - $98.3 $1.14M - $1.36M
21K $1.85M
UBS
Ubs Group Ag

Financial Services
23.4K
+ 38.92%
$26.12 - $33.82 $610K - $790K
83.4K $2.82M
TT
Trane Technologies PLC

Industrials
1.81K
New
$315.21 - $437.41 $569K - $790K
1.81K $789K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
19.4K
New
$30.03 - $40.05 $583K - $777K
19.4K $684K
ENB
Enbridge Inc

Energy
14.2K
New
$41.09 - $47.16 $583K - $669K
14.2K $642K
AMD
Advanced Micro Devices Inc

Technology
221
+ 1.45%
$78.21 - $143.81 $17.3K - $31.8K
15.5K $2.2M
NTR
Nutrien Ltd.

Basic Materials
10.3K
New
$46.88 - $62.89 $485K - $650K
10.3K $602K
MFG
Mizuho Financial Group Inc

Financial Services
99.6K
+ 72.19%
$4.25 - $5.66 $423K - $564K
238K $1.32M
DG
Dollar General Corp

Consumer Defensive
82
+ 0.4%
$86.02 - $114.95 $7.05K - $9.43K
20.3K $2.33M
CB
Chubb LTD

Financial Services
1.95K
+ 36.5%
$274.32 - $302.46 $535K - $590K
7.29K $2.11M
AOS
Smith A O Corp

Industrials
6.99K
New
$59.63 - $70.52 $417K - $493K
6.99K $458K
GIL
Gildan Activewear Inc.

Consumer Cyclical
5.89K
+ 18.82%
$37.68 - $50.22 $222K - $296K
37.1K $1.83M
HEI
Heico Corp

Industrials
1.21K
New
$236.44 - $328.0 $287K - $398K
1.21K $397K
MPWR
Monolithic Power Systems Inc

Technology
533
New
$455.19 - $737.73 $243K - $393K
533 $389K
UCIB
Ubs Ag

ETFs
17.6K
+ 12.83%
$24.42 - $27.45 $429K - $483K
155K $4.08M
FICO
Fair Isaac Corp

Technology
203
New
$1503.62 - $2206.01 $305K - $448K
203 $371K
EVR
Evercore Inc.

Financial Services
170
+ 3.76%
$163.77 - $271.5 $27.8K - $46.2K
4.69K $1.27M
MU
Micron Technology Inc

Technology
82
+ 0.94%
$64.72 - $127.91 $5.31K - $10.5K
8.82K $1.09M
PINS
Pinterest, Inc.

Communication Services
9.15K
New
$24.21 - $35.95 $221K - $329K
9.15K $327K
FAST
Fastenal CO

Industrials
7.79K
New
$40.65 - $83.16 $317K - $648K
7.79K $327K
ADI
Analog Devices Inc

Technology
86
+ 1.03%
$164.6 - $238.02 $14.2K - $20.5K
8.44K $2.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.45K
+ 7.95%
$45.98 - $56.15 $113K - $137K
33.2K $1.87M
ENSG
Ensign Group, Inc

Healthcare
127
+ 1.09%
$119.93 - $156.36 $15.2K - $19.9K
11.8K $1.82M
NVT
N Vent Electric PLC

Industrials
3.05K
+ 75.28%
$45.2 - $73.35 $138K - $224K
7.1K $520K
ORCL
Oracle Corp

Technology
1.39K
New
$122.82 - $218.63 $170K - $303K
1.39K $303K
EHC
Encompass Health Corp

Healthcare
1.17K
+ 18.43%
$96.12 - $122.63 $113K - $144K
7.52K $922K
VGLT
Vanguard Long Term Treasury Et

ETFs
5.21K
+ 27.33%
$53.66 - $58.71 $280K - $306K
24.3K $1.36M
DDOG
Datadog, Inc.

Technology
2.02K
New
$87.0 - $134.33 $176K - $272K
2.02K $271K
AIT
Applied Industrial Technologies Inc

Industrials
1.15K
New
$206.03 - $243.28 $238K - $281K
1.15K $268K
LFUS
Littelfuse Inc

Technology
800
+ 44.72%
$149.72 - $227.31 $120K - $182K
2.59K $587K
GPN
Global Payments Inc

Industrials
2.94K
New
$67.47 - $99.6 $198K - $293K
2.94K $235K
NYT
New York Times CO

Communication Services
3.1K
+ 38.62%
$45.37 - $57.12 $141K - $177K
11.1K $623K
MSA
Msa Safety Inc

Industrials
752
+ 14.63%
$130.21 - $169.16 $97.9K - $127K
5.89K $987K
VEA
Vanguard Ftse Developed Market

ETFs
3.95K
New
$45.65 - $57.01 $180K - $225K
3.95K $225K
TPR
Tapestry, Inc.

Consumer Cyclical
1.18K
+ 17.76%
$60.6 - $87.81 $71.3K - $103K
7.8K $684K
TTEK
Tetra Tech Inc

Industrials
391
+ 1.29%
$28.01 - $36.25 $11K - $14.2K
30.7K $1.1M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.47K
New
$145.91 - $168.0 $215K - $247K
1.47K $217K
ONB
Old National Bancorp

Financial Services
9.72K
New
$17.95 - $22.57 $174K - $219K
9.72K $207K
XP
Xp Inc.

Financial Services
65
+ 0.2%
$12.69 - $20.62 $825 - $1.34K
31.8K $641K
MNDY
Monday.Com Ltd.

Technology
139
+ 5.84%
$217.77 - $314.48 $30.3K - $43.7K
2.52K $791K
RNST
Renasant Corp

Financial Services
5.69K
New
$27.68 - $36.52 $157K - $208K
5.69K $204K
ECL
Ecolab Inc.

Basic Materials
755
New
$225.65 - $270.95 $170K - $205K
755 $203K
SGOL
Abrdn Gold ETF Trust

ETFs
2.56K
+ 4.69%
$28.39 - $32.75 $72.7K - $83.9K
57.2K $1.8M
DTM
Dt Midstream, Inc.

Energy
1.37K
+ 42.05%
$87.23 - $109.91 $120K - $151K
4.64K $509K
NU
Nu Holdings Ltd.

Financial Services
619
+ 1.24%
$9.6 - $13.72 $5.94K - $8.49K
50.4K $691K
BBD
Bank Bradesco

Financial Services
1.33K
+ 0.69%
$2.02 - $3.09 $2.69K - $4.12K
193K $596K
Activity Summary
Buys All Purchases 188 New Holdings 26 Increased Positions 162 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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