Legacy Wealth Asset Management, LLC Purchases in Q1 2025

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTO
Zto Express (Cayman) Inc.

Industrials
114K
+ 544.33%
$17.93 - $21.76 $2.05M - $2.48M
135K $2.68M
TFLO
Ishares Treasury Floating Rate

ETFs
20.9K
+ 10.56%
$50.48 - $50.68 $1.06M - $1.06M
219K $11.1M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
44.6K
+ 31.69%
$12.89 - $15.19 $575K - $678K
185K $2.76M
MLPA
Global X Mlp ETF

ETFs
3.59K
+ 2.14%
$49.83 - $54.53 $179K - $196K
171K $9.14M
ZLAB
Zai Lab LTD

Healthcare
22.3K
New
$24.29 - $38.35 $541K - $855K
22.3K $831K
GIL
Gildan Activewear Inc.

Consumer Cyclical
18.3K
+ 141.13%
$44.19 - $55.09 $809K - $1.01M
31.3K $1.38M
MFG
Mizuho Financial Group Inc

Financial Services
138K
New
$4.83 - $6.04 $666K - $833K
138K $760K
GOLD
Barrick Gold Corp

Basic Materials
37.5K
New
$15.45 - $19.56 $579K - $733K
37.5K $728K
SHG
Shinhan Financial Group CO LTD

Financial Services
19.6K
New
N/A
19.6K $676K
DG
Dollar General Corp

Consumer Defensive
5.27K
+ 35.2%
$68.44 - $87.93 $361K - $464K
20.3K $1.78M
KLAC
Kla Corp

Technology
681
+ 37.56%
$636.62 - $777.63 $434K - $530K
2.49K $1.7M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.32K
+ 5.46%
$28.66 - $31.72 $238K - $264K
161K $4.95M
UCIB
Ubs Ag

ETFs
14.1K
+ 11.49%
$25.0 - $28.59 $353K - $404K
137K $3.7M
CNI
Canadian National Railway CO

Industrials
5.59K
+ 46.43%
$95.46 - $106.79 $533K - $596K
17.6K $1.72M
JHX
James Hardie Industries PLC

Basic Materials
18.7K
New
$23.56 - $34.63 $440K - $646K
18.7K $439K
EQNR
Equinor Asa

Energy
12.2K
+ 29.79%
$22.37 - $26.45 $273K - $323K
53.2K $1.41M
NYT
New York Times CO

Communication Services
8.04K
New
$46.9 - $55.89 $377K - $449K
8.04K $393K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.42K
+ 76.71%
$166.63 - $185.86 $403K - $449K
5.57K $927K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
5.29K
+ 3.37%
$36.86 - $39.26 $195K - $208K
162K $6.13M
DTM
Dt Midstream, Inc.

Energy
3.26K
New
$86.95 - $113.75 $284K - $371K
3.26K $315K
GWRE
Guidewire Software, Inc.

Technology
1.66K
New
$166.74 - $218.22 $276K - $362K
1.66K $310K
BHP
Bhp Group LTD

Basic Materials
6.54K
+ 20.72%
$48.18 - $52.11 $315K - $341K
38.1K $1.85M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
32.3K
+ 31.43%
$14.03 - $17.33 $453K - $559K
135K $1.99M
LRN
Stride, Inc.

Consumer Defensive
2.38K
New
$106.34 - $142.28 $253K - $339K
2.38K $300K
HLI
Houlihan Lokey, Inc.

Financial Services
1.86K
New
$154.43 - $187.4 $286K - $348K
1.86K $299K
WINA
Winmark Corp

Consumer Cyclical
937
New
$304.11 - $396.66 $285K - $372K
937 $295K
GRMN
Garmin LTD

Technology
1.33K
New
$204.55 - $241.93 $272K - $321K
1.33K $288K
AMT
American Tower Corp

Real Estate
107
+ 1.46%
$173.46 - $217.6 $18.6K - $23.3K
7.44K $1.62M
SGOL
Abrdn Gold ETF Trust

ETFs
667
+ 1.24%
$25.14 - $29.82 $16.8K - $19.9K
54.6K $1.61M
PUK
Prudential PLC

Financial Services
6.17K
+ 28.17%
$14.54 - $21.92 $89.7K - $135K
28.1K $603K
CYBR
Cyber Ark Software Ltd.

Technology
749
New
$312.8 - $414.31 $234K - $310K
749 $253K
CB
Chubb LTD

Financial Services
418
+ 8.49%
$257.71 - $301.99 $108K - $126K
5.34K $1.61M
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.95K
New
$47.74 - $65.16 $188K - $257K
3.95K $251K
NSP
Insperity, Inc.

Industrials
1.32K
+ 11.38%
$69.6 - $94.21 $91.7K - $124K
12.9K $1.14M
LSTR
Landstar System Inc

Industrials
1.59K
New
$146.63 - $177.82 $234K - $283K
1.59K $239K
MKTX
Marketaxess Holdings Inc

Financial Services
1.09K
New
$189.81 - $226.47 $207K - $246K
1.09K $235K
PAYC
Paycom Software, Inc.

Technology
833
+ 27.69%
$199.42 - $225.82 $166K - $188K
3.84K $839K
GMAB
Genmab A/S

Healthcare
13.2K
+ 36.67%
$18.69 - $24.14 $248K - $320K
49.4K $966K
VIV
Telefonica Brasil S.A.

Communication Services
16.2K
+ 27.39%
$7.5 - $9.4 $121K - $152K
75.1K $655K
CCI
Crown Castle International Corp

Real Estate
710
+ 7.0%
$84.33 - $106.39 $59.9K - $75.5K
10.8K $1.13M
SBAC
Sba Communications Corp

Real Estate
313
+ 3.69%
$192.76 - $224.91 $60.3K - $70.4K
8.79K $1.93M
E
Eni Spa

Energy
2.73K
+ 8.24%
$27.51 - $31.47 $75K - $85.8K
35.8K $1.11M
IBN
Icici Bank LTD

Financial Services
2.32K
+ 3.08%
$27.55 - $31.67 $63.8K - $73.4K
77.6K $2.45M
MMM
3 M CO

Industrials
72
+ 0.72%
$129.7 - $155.12 $9.34K - $11.2K
10.1K $1.48M
BBD
Bank Bradesco

Financial Services
62.5K
+ 48.37%
$1.85 - $2.32 $116K - $145K
192K $427K
HDB
Hdfc Bank LTD

Financial Services
1.14K
+ 3.19%
$58.06 - $66.85 $66.1K - $76.1K
36.8K $2.45M
XP
Xp Inc.

Financial Services
8.93K
+ 39.22%
$11.05 - $15.69 $98.7K - $140K
31.7K $436K
ING
Ing Groep Nv

Financial Services
95
+ 0.23%
$15.51 - $20.74 $1.47K - $1.97K
41.4K $811K
TTE
Total Energies Se

Energy
2.33K
+ 7.54%
N/A
33.3K $2.28M
Activity Summary
Buys All Purchases 132 New Holdings 20 Increased Positions 112 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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