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
ELMD
Electromed, Inc.

Healthcare
8.55K
New
$18.12 - $26.05 $155K - $223K
8.55K $207K
SPGI
S&P Global Inc.

Financial Services
554
+ 35.7%
$484.94 - $564.15 $269K - $313K
2.11K $1.03M
HLIO
Helios Technologies, Inc.

Industrials
3.94K
New
$34.16 - $55.89 $135K - $220K
3.94K $205K
TOWN
Towne Bank (Va)

Financial Services
5.88K
New
$34.49 - $37.64 $203K - $221K
5.88K $203K
HPQ
Hp Inc

Technology
1.5K
+ 2.64%
$24.45 - $29.35 $36.7K - $44.1K
58.4K $1.59M
OTEX
Open Text Corp

Technology
237
+ 1.17%
$27.93 - $38.16 $6.62K - $9.04K
20.4K $763K
PSTG
Pure Storage, Inc.

Technology
200
+ 3.47%
$54.47 - $88.29 $10.9K - $17.7K
5.97K $500K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
23
+ 0.12%
$35.21 - $46.94 $810 - $1.08K
19.4K $835K
TCOM
Trip.Com Group LTD

Consumer Cyclical
35
+ 0.39%
$58.74 - $78.52 $2.06K - $2.75K
8.97K $674K
TM
Toyota Motor Corp

Consumer Cyclical
49
+ 0.68%
$167.86 - $202.79 $8.23K - $9.94K
7.26K $1.39M
PEP
Pepsico Inc

Consumer Defensive
742
+ 18.1%
$133.81 - $152.16 $99.3K - $113K
4.84K $679K
NYT
New York Times CO

Communication Services
2K
+ 17.94%
$51.43 - $61.95 $103K - $124K
13.1K $754K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
4.45K
+ 3.02%
$23.8 - $24.29 $106K - $108K
152K $3.66M
ROST
Ross Stores, Inc.

Consumer Cyclical
35
+ 0.71%
$127.59 - $152.81 $4.47K - $5.35K
4.95K $753K
NU
Nu Holdings Ltd.

Financial Services
201
+ 0.4%
$11.92 - $16.3 $2.4K - $3.28K
50.6K $810K
NOC
Northrop Grumman Corp

Industrials
11
+ 1.08%
$498.9 - $609.32 $5.49K - $6.7K
1.03K $628K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.34K
+ 17.85%
$167.28 - $188.45 $223K - $252K
8.82K $1.49M
GD
General Dynamics Corp

Industrials
20
+ 0.93%
$293.92 - $341.0 $5.88K - $6.82K
2.17K $738K
XEL
Xcel Energy Inc

Utilities
55
+ 0.67%
$67.56 - $80.65 $3.72K - $4.44K
8.26K $665K
AVTR
Avantor, Inc.

Basic Materials
11K
+ 35.53%
$11.18 - $14.21 $123K - $157K
42.1K $525K
SNN
Smith & Nephew PLC

Healthcare
69
+ 0.38%
$29.33 - $38.7 $2.02K - $2.67K
18.1K $655K
CPK
Chesapeake Utilities Corp

Utilities
33
+ 0.48%
$119.5 - $135.26 $3.94K - $4.46K
6.92K $932K
EME
Emcor Group, Inc.

Industrials
1
+ 0.11%
$530.88 - $655.83 $531 - $656
895 $581K
LOW
Lowes Companies Inc

Consumer Cyclical
29
+ 0.89%
$215.01 - $273.02 $6.24K - $7.92K
3.28K $823K
MGA
Magna International Inc

Consumer Cyclical
37
+ 0.35%
$40.03 - $47.38 $1.48K - $1.75K
10.6K $499K
HMC
Honda Motor CO LTD

Consumer Cyclical
143
+ 0.32%
$29.11 - $34.85 $4.16K - $4.98K
45.5K $1.4M
VIV
Telefonica Brasil S.A.

Communication Services
636
+ 1.02%
$10.79 - $12.8 $6.86K - $8.14K
62.7K $799K
REXR
Rexford Industrial Realty, Inc.

Real Estate
278
+ 1.92%
$35.43 - $43.53 $9.85K - $12.1K
14.8K $607K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.21K
+ 22.94%
$60.9 - $70.75 $135K - $156K
11.8K $739K
CSX
Csx Corp

Industrials
880
+ 4.48%
$32.05 - $36.52 $28.2K - $32.1K
20.5K $728K
ENB
Enbridge Inc

Energy
205
+ 1.45%
$43.79 - $50.46 $8.98K - $10.3K
14.4K $725K
EXP
Eagle Materials Inc

Basic Materials
41
+ 1.75%
$209.12 - $242.26 $8.57K - $9.93K
2.38K $554K
ICLR
Icon PLC

Healthcare
46
+ 1.89%
$139.63 - $195.01 $6.42K - $8.97K
2.48K $433K
RJF
Raymond James Financial Inc

Financial Services
169
+ 6.64%
$154.64 - $176.43 $26.1K - $29.8K
2.71K $468K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.25%
$357.4 - $423.42 $1.79K - $2.12K
1.99K $805K
UTZ
Utz Brands, Inc.

Consumer Defensive
7.28K
+ 17.84%
$11.85 - $14.49 $86.3K - $106K
48.1K $584K
RIO
Rio Tinto PLC

Basic Materials
117
+ 1.41%
$57.66 - $66.01 $6.75K - $7.72K
8.4K $554K
PLD
Prologis, Inc.

Real Estate
167
+ 3.03%
$104.08 - $115.35 $17.4K - $19.3K
5.68K $650K
VGLT
Vanguard Long Term Treasury Et

ETFs
924
+ 3.8%
$54.21 - $57.41 $50.1K - $53K
25.2K $1.43M
LMT
Lockheed Martin Corp

Industrials
33
+ 2.24%
$410.74 - $499.21 $13.6K - $16.5K
1.51K $752K
BP
Bp PLC

Energy
147
+ 1.03%
$30.25 - $35.69 $4.45K - $5.25K
14.5K $499K
USB
Us Bancorp \De\

Financial Services
389
+ 2.5%
$43.94 - $50.41 $17.1K - $19.6K
15.9K $770K
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.09K
+ 1.08%
$6.18 - $7.41 $6.72K - $8.06K
102K $750K
SSNC
Ss&C Technologies Holdings Inc

Technology
218
+ 2.85%
$81.85 - $90.2 $17.8K - $19.7K
7.86K $697K
CVX
Chevron Corp

Energy
6
+ 0.12%
$145.57 - $161.83 $873 - $971
5.19K $805K
HLI
Houlihan Lokey, Inc.

Financial Services
76
+ 3.97%
$181.55 - $209.19 $13.8K - $15.9K
1.99K $408K
BBD
Bank Bradesco

Financial Services
936
+ 0.48%
$2.75 - $3.39 $2.57K - $3.17K
194K $656K
BOKF
Bok Financial Corp

Financial Services
42
+ 1.07%
$98.57 - $113.09 $4.14K - $4.75K
3.98K $443K
EHC
Encompass Health Corp

Healthcare
193
+ 2.57%
$107.13 - $127.02 $20.7K - $24.5K
7.72K $980K
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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