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
SIVR
Abrdn Silver ETF Trust

ETFs
593
+ 2.15%
$28.07 - $32.82 $16.6K - $19.5K
28.1K $913K
PTEN
Patterson Uti Energy Inc

Energy
17.3K
New
$7.15 - $9.45 $124K - $164K
17.3K $141K
TPR
Tapestry, Inc.

Consumer Cyclical
1.39K
+ 26.5%
$65.63 - $89.21 $91K - $124K
6.62K $466K
PHG
Koninklijke Philips Nv

Healthcare
4.68K
+ 9.12%
$24.92 - $28.61 $117K - $134K
56K $1.42M
CNQ
Canadian Natural Resources LTD

Energy
3.85K
+ 30.39%
$26.72 - $32.74 $103K - $126K
16.5K $509K
ITUB
Itau Unibanco Holding S.A.

Financial Services
11.7K
+ 12.93%
$4.87 - $6.28 $56.8K - $73.2K
102K $559K
HMC
Honda Motor CO LTD

Consumer Cyclical
7.09K
+ 11.24%
$26.9 - $30.41 $191K - $216K
70.1K $1.9M
LKQ
Lkq Corp

Consumer Cyclical
237
+ 1.57%
$36.24 - $44.05 $8.59K - $10.4K
15.4K $653K
EXP
Eagle Materials Inc

Basic Materials
633
+ 37.3%
$207.49 - $262.13 $131K - $166K
2.33K $514K
STM
St Microelectronics N.V.

Technology
5.9K
+ 48.16%
$21.64 - $28.22 $128K - $167K
18.2K $398K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.99K
+ 1.41%
$23.28 - $23.95 $46.3K - $47.6K
143K $3.38M
PLD
Prologis, Inc.

Real Estate
408
+ 6.46%
$103.59 - $124.04 $42.3K - $50.6K
6.72K $751K
ATR
Aptargroup, Inc.

Healthcare
847
+ 15.5%
$141.7 - $159.83 $120K - $135K
6.31K $936K
BP
Bp PLC

Energy
473
+ 3.53%
$29.93 - $35.31 $14.2K - $16.7K
13.9K $469K
SNN
Smith & Nephew PLC

Healthcare
147
+ 0.84%
$23.89 - $30.34 $3.51K - $4.46K
17.7K $502K
XEL
Xcel Energy Inc

Utilities
623
+ 8.15%
$63.37 - $72.1 $39.5K - $44.9K
8.27K $585K
PRGO
Perrigo CO PLC

Healthcare
978
+ 5.65%
$23.5 - $29.47 $23K - $28.8K
18.3K $513K
ESS
Essex Property Trust, Inc.

Real Estate
241
+ 31.63%
N/A
1K $273K
SLB
Schlumberger Limited

Energy
222
+ 1.6%
$38.4 - $43.74 $8.52K - $9.71K
14.1K $588K
OTEX
Open Text Corp

Technology
4.11K
+ 25.89%
$25.11 - $30.39 $103K - $125K
20K $504K
EW
Edwards Lifesciences Corp

Healthcare
1.21K
+ 5.82%
$67.95 - $76.19 $82K - $92K
22K $1.59M
BIIB
Biogen Inc.

Healthcare
591
+ 32.31%
$133.43 - $153.27 $78.9K - $90.6K
2.42K $331K
COP
Conocophillips

Energy
71
+ 0.98%
$88.6 - $105.85 $6.29K - $7.52K
7.32K $768K
VTR
Ventas, Inc.

Real Estate
115
+ 2.83%
$56.9 - $70.47 $6.54K - $8.1K
4.18K $287K
BMY
Bristol Myers Squibb CO

Healthcare
52
+ 0.52%
$53.9 - $63.11 $2.8K - $3.28K
10K $612K
VGLT
Vanguard Long Term Treasury Et

ETFs
179
+ 0.95%
$53.99 - $58.43 $9.66K - $10.5K
19.1K $1.09M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.21K
+ 26.24%
$64.26 - $85.48 $77.8K - $103K
5.82K $384K
MU
Micron Technology Inc

Technology
142
+ 1.65%
$86.89 - $109.38 $12.3K - $15.5K
8.74K $758K
OXY
Occidental Petroleum Corp

Energy
612
+ 4.77%
$45.45 - $52.7 $27.8K - $32.3K
13.4K $663K
RIO
Rio Tinto PLC

Basic Materials
286
+ 3.63%
$58.19 - $64.29 $16.6K - $18.4K
8.16K $490K
D
Dominion Energy, Inc

Utilities
117
+ 1.48%
$52.85 - $57.43 $6.18K - $6.72K
8.01K $449K
F
Ford Motor CO

Consumer Cyclical
1.59K
+ 3.17%
$9.12 - $10.43 $14.5K - $16.6K
51.7K $519K
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$241.94 - $272.58 $242 - $273
2.13K $581K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.19K
+ 2.33%
$41.17 - $45.22 $48.9K - $53.7K
52.2K $2.2M
BWX
Spdr Bloomberg International T

ETFs
205
+ 0.7%
$20.94 - $22.04 $4.29K - $4.52K
29.6K $646K
USFR
Wisdomtree Floating Rate Treas

ETFs
334
+ 1.04%
$50.29 - $50.5 $16.8K - $16.9K
32.6K $1.64M
MGA
Magna International Inc

Consumer Cyclical
2.26K
+ 28.92%
$33.99 - $41.85 $76.7K - $94.5K
10.1K $342K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
70
+ 0.94%
$60.44 - $69.57 $4.23K - $4.87K
7.54K $502K
VGSH
Vanguard

ETFs
62
+ 0.31%
$58.07 - $58.68 $3.6K - $3.64K
20.2K $1.18M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
35
+ 1.19%
$96.27 - $116.36 $3.37K - $4.07K
2.98K $337K
CX
Cemex Sab De Cv

Basic Materials
2.57K
+ 3.41%
$5.36 - $6.78 $13.8K - $17.4K
78K $437K
REXR
Rexford Industrial Realty, Inc.

Real Estate
59
+ 0.4%
$37.17 - $41.44 $2.19K - $2.44K
14.7K $574K
XLF
Financial Sector Spdr

ETFs
3
+ 0.03%
$47.32 - $52.19 $142 - $157
11.4K $560K
MCHP
Microchip Technology Inc

Technology
1.15K
+ 21.13%
$48.41 - $64.3 $55.7K - $74K
6.6K $319K
QCOM
Qualcomm Inc

Technology
34
+ 0.73%
$151.94 - $175.86 $5.17K - $5.98K
4.68K $719K
KHC
Kraft Heinz CO

Consumer Defensive
318
+ 1.62%
$28.51 - $32.22 $9.07K - $10.2K
20K $607K
NKE
Nike, Inc.

Consumer Cyclical
760
+ 20.74%
$63.29 - $81.72 $48.1K - $62.1K
4.43K $280K
NEE
Nextera Energy Inc

Utilities
133
+ 1.4%
$66.96 - $76.16 $8.91K - $10.1K
9.66K $685K
Celestica Inc
4.83K
New
N/A
4.83K $0
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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