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
Blackrock Inc
882
New
N/A
882 $0
Grayscale Bitcoin Mini Tr Et
18.3K
New
N/A
18.3K $0
VGSH
Vanguard

ETFs
208
+ 1.05%
$58.02 - $58.88 $12.1K - $12.2K
20.1K $1.17M
AVB
Avalonbay Communities Inc

Real Estate
4
+ 0.41%
$216.28 - $237.81 $865 - $951
986 $216K
NICE
Nice Ltd.

Technology
14
+ 0.55%
$164.71 - $199.17 $2.31K - $2.79K
2.54K $432K
AVT
Avnet Inc

Technology
25
+ 0.53%
$52.09 - $57.69 $1.3K - $1.44K
4.73K $247K
ELS
Equity Lifestyle Properties Inc

Real Estate
43
+ 1.1%
$66.06 - $72.51 $2.84K - $3.12K
3.94K $262K
VTR
Ventas, Inc.

Real Estate
28
+ 0.69%
$57.73 - $66.48 $1.62K - $1.86K
4.06K $239K
SIVR
Abrdn Silver ETF Trust

ETFs
1.29K
+ 4.92%
$27.61 - $33.22 $35.6K - $42.9K
27.5K $759K
D
Dominion Energy, Inc

Utilities
86
+ 1.1%
$52.63 - $60.92 $4.53K - $5.24K
7.89K $425K
CPT
Camden Property Trust

Real Estate
46
+ 0.78%
$112.52 - $127.03 $5.18K - $5.84K
5.95K $690K
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.61K
+ 21.79%
$37.97 - $49.45 $99.2K - $129K
14.6K $564K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
62
+ 0.84%
$64.91 - $73.47 $4.02K - $4.56K
7.47K $487K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 0.66%
$209.89 - $233.24 $7.35K - $8.16K
5.33K $1.13M
UNP
Union Pacific Corp

Industrials
2
+ 0.07%
$223.15 - $249.32 $446 - $499
2.85K $649K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.4%
$466.52 - $543.88 $1.87K - $2.18K
1.02K $476K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10
+ 0.03%
$12.61 - $15.33 $126 - $153
38.5K $495K
QCOM
Qualcomm Inc

Technology
28
+ 0.61%
$150.4 - $178.04 $4.21K - $4.99K
4.65K $714K
UTZ
Utz Brands, Inc.

Consumer Defensive
445
+ 1.11%
$15.46 - $18.02 $6.88K - $8.02K
40.6K $636K
AVTR
Avantor, Inc.

Basic Materials
1.5K
+ 6.54%
$19.72 - $25.54 $29.5K - $38.2K
24.4K $513K
VGLT
Vanguard Long Term Treasury Et

ETFs
430
+ 2.33%
$55.1 - $61.74 $23.7K - $26.5K
18.9K $1.05M
SNN
Smith & Nephew PLC

Healthcare
276
+ 1.6%
$24.29 - $30.81 $6.7K - $8.5K
17.6K $431K
MELI
Mercadolibre Inc

Consumer Cyclical
18
+ 4.52%
$1666.0 - $2117.3 $30K - $38.1K
416 $707K
MU
Micron Technology Inc

Technology
25
+ 0.29%
$84.16 - $113.41 $2.1K - $2.84K
8.59K $723K
ICLR
Icon PLC

Healthcare
11
+ 0.5%
$187.22 - $297.57 $2.06K - $3.27K
2.2K $461K
DD
Du Pont De Nemours, Inc.

Basic Materials
28
+ 0.17%
$75.95 - $88.05 $2.13K - $2.47K
16.4K $1.25M
RACE
Ferrari N.V.

Consumer Cyclical
2
+ 0.04%
$422.83 - $490.34 $846 - $981
5.41K $2.3M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
1.57K
+ 1.01%
$36.95 - $39.5 $58K - $62K
157K $5.81M
ASML
Asml Holding Nv

Technology
37
+ 1.35%
$658.43 - $872.27 $24.4K - $32.3K
2.77K $1.92M
PHG
Koninklijke Philips Nv

Healthcare
562
+ 1.11%
$24.71 - $32.66 $13.9K - $18.4K
51.3K $1.3M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
3.47K
+ 2.34%
$28.76 - $32.28 $99.9K - $112K
152K $4.41M
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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