Legacy Wealth Asset Management, LLC Purchases in Q2 2025

Legacy Wealth Asset Management, LLC

  • $331 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CWK
Cushman & Wakefield PLC

Real Estate
217
+ 1.35%
$7.9 - $11.13 $1.71K - $2.42K
16.3K $180K
RE
Everest Re Group LTD

Financial Services
42
+ 2.89%
N/A
1.49K $553K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
101
+ 0.29%
$18.96 - $20.43 $1.91K - $2.06K
34.8K $711K
MKTX
Marketaxess Holdings Inc

Financial Services
25
+ 2.3%
$203.19 - $231.09 $5.08K - $5.78K
1.11K $248K
CNQ
Canadian Natural Resources LTD

Energy
115
+ 0.7%
$25.14 - $34.01 $2.89K - $3.91K
16.7K $522K
D
Dominion Energy, Inc

Utilities
148
+ 1.85%
$49.66 - $58.0 $7.35K - $8.58K
8.16K $461K
DSGX
Descartes Systems Group Inc

Technology
76
+ 2.27%
$94.15 - $116.93 $7.16K - $8.89K
3.43K $348K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.01K
+ 25.6%
$47.91 - $70.14 $48.4K - $70.8K
4.96K $257K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
133
+ 1.76%
$60.03 - $72.0 $7.98K - $9.58K
7.68K $508K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
94
+ 0.65%
$45.2 - $46.6 $4.25K - $4.38K
14.5K $670K
ITW
Illinois Tool Works Inc

Industrials
26
+ 1.12%
$218.41 - $252.43 $5.68K - $6.56K
2.34K $579K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
21
+ 0.12%
$82.21 - $83.12 $1.73K - $1.75K
17.8K $1.47M
FISV
Fiserv Inc

Technology
38
+ 1.02%
N/A
3.78K $472K
ESS
Essex Property Trust, Inc.

Real Estate
12
+ 1.2%
N/A
1.02K $276K
TXN
Texas Instruments Inc

Technology
8
+ 0.17%
N/A
4.8K $933K
AIV
Apartment Investment & Management CO

Real Estate
220
+ 1.91%
$7.24 - $8.85 $1.59K - $1.95K
11.8K $101K
EXR
Extra Space Storage Inc.

Real Estate
22
+ 1.05%
$126.61 - $152.99 $2.79K - $3.37K
2.13K $313K
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 0.18%
$126.62 - $154.26 $1.14K - $1.39K
4.91K $626K
Atlassian Corporation
50
+ 1.67%
N/A
3.05K $0
LMAT
Lemaitre Vascular Inc

Healthcare
4
+ 0.05%
$77.89 - $92.6 $312 - $370
8.03K $666K
Nebius Group N.V.
6.72K
New
N/A
6.72K $0
Cava Group Inc
3.54K
New
N/A
3.54K $0
HEIA
Heico Crp Cl A
21
+ 0.79%
N/A
2.68K $0
Celestica Inc
43
+ 0.89%
N/A
4.88K $0
Canadian Pacific Kansas City
30
+ 0.12%
N/A
26.1K $0
UHALB
Amerco Com Ser N
44
+ 0.47%
N/A
9.32K $0
Grupo Cibest Sa
16.4K
New
N/A
16.4K $0
Barrick Mng Corp
37.3K
New
N/A
37.3K $0
Strategy Shs
222K
New
N/A
222K $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
8
+ 0.33%
$99.97 - $129.69 $800 - $1.04K
2.4K $250K
Smurfit Westrock PLC
258
+ 1.94%
N/A
13.6K $0
Northern Lts Fd Tr Iv
25.8K
New
N/A
25.8K $0
Crane Company
67
+ 3.19%
N/A
2.17K $0
Te Connectivity PLC
46
+ 0.37%
N/A
12.5K $0
PSA
Public Storage

Real Estate
13
+ 1.13%
$266.31 - $309.77 $3.46K - $4.03K
1.17K $342K
KNSL
Kinsale Capital Group, Inc.

Financial Services
5
+ 0.3%
$419.99 - $501.97 $2.1K - $2.51K
1.69K $816K
SSNC
Ss&C Technologies Holdings Inc

Technology
2
+ 0.03%
$71.96 - $83.42 $144 - $167
7.65K $633K
RIO
Rio Tinto PLC

Basic Materials
126
+ 1.54%
$52.32 - $62.75 $6.59K - $7.91K
8.29K $483K
LANC
Lancaster Colony Corp

Consumer Defensive
3
+ 0.08%
$159.67 - $192.9 $479 - $579
3.85K $665K
PHG
Koninklijke Philips Nv

Healthcare
2.99K
+ 5.34%
$21.67 - $25.64 $64.8K - $76.6K
59K $1.41M
AVB
Avalonbay Communities Inc

Real Estate
9
+ 0.92%
$187.23 - $215.61 $1.69K - $1.94K
988 $201K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.22%
$313.51 - $363.51 $1.25K - $1.45K
1.8K $618K
NOC
Northrop Grumman Corp

Industrials
8
+ 0.79%
$456.3 - $540.39 $3.65K - $4.32K
1.02K $509K
MTH
Meritage Homes Corp

Consumer Cyclical
24
+ 0.78%
$62.44 - $71.44 $1.5K - $1.71K
3.08K $206K
NEE
Nextera Energy Inc

Utilities
38
+ 0.39%
$64.11 - $75.0 $2.44K - $2.85K
9.7K $673K
AMH
American Homes 4 Rent

Real Estate
89
+ 0.98%
$32.8 - $39.31 $2.92K - $3.5K
9.15K $330K
SHEL
Shell PLC

Energy
98
+ 1.19%
$59.75 - $73.05 $5.86K - $7.16K
8.36K $588K
CCI
Crown Castle International Corp

Real Estate
30
+ 0.28%
$94.83 - $107.06 $2.84K - $3.21K
10.9K $1.12M
VTR
Ventas, Inc.

Real Estate
158
+ 3.78%
$62.45 - $70.08 $9.87K - $11.1K
4.34K $273K
Activity Summary
Buys All Purchases 188 New Holdings 26 Increased Positions 162 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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