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
ZTS
Zoetis Inc.

Healthcare
641
+ 17.08%
$141.13 - $159.19 $90.5K - $102K
4.39K $642K
GPN
Global Payments Inc

Industrials
575
+ 19.56%
$77.61 - $90.01 $44.6K - $51.8K
3.52K $292K
TFC
Truist Financial Corp

Financial Services
261
+ 1.59%
$42.83 - $47.07 $11.2K - $12.3K
16.7K $764K
E
Eni Spa

Energy
88
+ 0.42%
$32.55 - $35.93 $2.86K - $3.16K
20.9K $730K
VGSH
Vanguard

ETFs
919
+ 4.1%
$58.43 - $58.88 $53.7K - $54.1K
23.3K $1.37M
LYV
Live Nation Entertainment, Inc.

Communication Services
43
+ 1.11%
$143.56 - $174.06 $6.17K - $7.48K
3.91K $638K
MMM
3 M CO

Industrials
158
+ 1.61%
$144.41 - $160.2 $22.8K - $25.3K
9.99K $1.55M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
605
+ 1.74%
$20.22 - $21.71 $12.2K - $13.1K
35.4K $763K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
528
+ 2.97%
$82.38 - $83.0 $43.5K - $43.8K
18.3K $1.52M
FNF
Fidelity National Financial, Inc.

Financial Services
55
+ 0.58%
$51.22 - $61.07 $2.82K - $3.36K
9.6K $580K
XOM
Exxon Mobil Corp

Energy
42
+ 0.6%
$105.83 - $117.22 $4.44K - $4.92K
7.04K $793K
ITW
Illinois Tool Works Inc

Industrials
29
+ 1.24%
$252.31 - $269.41 $7.32K - $7.81K
2.37K $618K
SNA
Snap On Inc

Industrials
8
+ 0.82%
$313.01 - $346.53 $2.5K - $2.77K
987 $342K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
520
+ 3.59%
$45.72 - $47.27 $23.8K - $24.6K
15K $703K
LRN
Stride, Inc.

Consumer Defensive
142
+ 5.79%
$128.23 - $169.81 $18.2K - $24.1K
2.59K $386K
YUM
Yum Brands Inc

Consumer Cyclical
32
+ 0.63%
$139.5 - $153.94 $4.46K - $4.93K
5.14K $781K
FNB
Fnb Corp

Financial Services
358
+ 2.94%
$14.75 - $16.79 $5.28K - $6.01K
12.5K $201K
STE
Steris PLC

Healthcare
12
+ 0.42%
$221.21 - $252.43 $2.65K - $3.03K
2.86K $707K
UNP
Union Pacific Corp

Industrials
21
+ 0.74%
$214.91 - $237.16 $4.51K - $4.98K
2.86K $675K
SHEL
Shell PLC

Energy
160
+ 1.91%
$69.82 - $73.93 $11.2K - $11.8K
8.52K $609K
ST
Sensata Technologies Holding PLC

Technology
450
+ 3.11%
$29.37 - $33.52 $13.2K - $15.1K
14.9K $455K
MTB
M&T Bank Corp

Financial Services
44
+ 1.5%
$183.74 - $204.05 $8.08K - $8.98K
2.98K $588K
DDOG
Datadog, Inc.

Technology
24
+ 1.19%
$124.52 - $155.15 $2.99K - $3.72K
2.05K $291K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$51.37 - $54.25 $51.4 - $54.3
11.4K $613K
MCHP
Microchip Technology Inc

Technology
883
+ 13.3%
$60.95 - $75.26 $53.8K - $66.5K
7.52K $483K
PRGO
Perrigo CO PLC

Healthcare
4.39K
+ 24.05%
$20.76 - $28.43 $91.2K - $125K
22.7K $504K
USFR
Wisdomtree Floating Rate Treas

ETFs
351
+ 1.07%
$50.23 - $50.48 $17.6K - $17.7K
33.3K $1.67M
NTR
Nutrien Ltd.

Basic Materials
193
+ 1.87%
$55.69 - $62.11 $10.7K - $12K
10.5K $618K
TTE
Total Energies Se

Energy
209
+ 1.0%
N/A
21.1K $1.45M
CNQ
Canadian Natural Resources LTD

Energy
148
+ 0.89%
$29.31 - $32.93 $4.34K - $4.87K
16.8K $536K
EGP
Eastgroup Properties Inc

Real Estate
41
+ 1.34%
$159.46 - $169.88 $6.54K - $6.97K
3.11K $525K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
7
+ 0.1%
$40.43 - $42.78 $283 - $299
6.78K $288K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
174
+ 5.45%
$123.13 - $140.8 $21.4K - $24.5K
3.37K $432K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
641
+ 2.4%
$27.17 - $28.04 $17.4K - $18K
27.4K $761K
RNST
Renasant Corp

Financial Services
144
+ 2.53%
$35.52 - $39.77 $5.11K - $5.73K
5.83K $215K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
411
+ 1.04%
$11.84 - $13.45 $4.87K - $5.53K
40.1K $507K
AMGN
Amgen Inc

Healthcare
13
+ 0.5%
$271.18 - $309.22 $3.53K - $4.02K
2.62K $739K
ESS
Essex Property Trust, Inc.

Real Estate
39
+ 3.84%
N/A
1.05K $287K
RACE
Ferrari N.V.

Consumer Cyclical
80
+ 1.59%
$436.24 - $517.65 $34.9K - $41.4K
5.1K $2.48M
RE
Everest Re Group LTD

Financial Services
25
+ 1.67%
N/A
1.52K $562K
BWX
Spdr Bloomberg International T

ETFs
887
+ 2.99%
$22.58 - $23.5 $20K - $20.8K
30.5K $702K
ONB
Old National Bancorp

Financial Services
29
+ 0.3%
$20.4 - $23.47 $592 - $681
9.75K $213K
FISV
Fiserv Inc

Technology
39
+ 1.03%
N/A
3.82K $477K
WM
Waste Management Inc

Industrials
127
+ 4.33%
$213.88 - $237.1 $27.2K - $30.1K
3.06K $675K
ACGL
Arch Capital Group Ltd.

Financial Services
54
+ 0.77%
$85.61 - $93.54 $4.62K - $5.05K
7.05K $639K
BMY
Bristol Myers Squibb CO

Healthcare
291
+ 2.85%
$43.31 - $48.98 $12.6K - $14.3K
10.5K $473K
UHALB
Amerco Com Ser N
431
+ 4.62%
N/A
9.75K $0
Strategy Shs
6.37K
+ 2.87%
N/A
228K $0
Smurfit Westrock PLC
50
+ 0.37%
N/A
13.6K $0
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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