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
Canadian Pacific Kansas City
384
+ 1.5%
N/A
26K $0
UHALB
Amerco Com Ser N
78
+ 0.85%
N/A
9.28K $0
Smurfit Westrock PLC
13.3K
New
N/A
13.3K $0
Linde PLC
239
+ 3.5%
N/A
7.07K $0
Ferguson Enterprises Inc
20
+ 0.5%
N/A
4.02K $0
RE
Everest Re Group LTD

Financial Services
1
+ 0.07%
N/A
1.45K $537K
Fidelity Wise Origin Bitcoin
428
+ 0.14%
N/A
308K $0
Lam Research Corp
248
+ 1.91%
N/A
13.2K $0
USFD
Us Foods Holding Corp.

Consumer Defensive
70
+ 1.69%
$63.38 - $72.02 $4.44K - $5.04K
4.2K $275K
PEP
Pepsico Inc

Consumer Defensive
29
+ 0.72%
$142.64 - $156.42 $4.14K - $4.54K
4.06K $608K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.52%
$576.36 - $736.67 $1.73K - $2.21K
579 $333K
AVTR
Avantor, Inc.

Basic Materials
6.78K
+ 27.82%
$15.5 - $22.57 $105K - $153K
31.1K $504K
FNB
Fnb Corp

Financial Services
71
+ 0.61%
$13.08 - $15.95 $929 - $1.13K
11.7K $157K
MTH
Meritage Homes Corp

Consumer Cyclical
1.51K
+ 98.06%
$69.41 - $152.01 $105K - $230K
3.06K $215K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.57%
$507.05 - $563.67 $3.04K - $3.38K
1.06K $543K
NICE
Nice Ltd.

Technology
83
+ 3.26%
$139.18 - $178.5 $11.6K - $14.8K
2.63K $405K
BA
Boeing CO

Industrials
44
+ 0.81%
$148.15 - $186.25 $6.52K - $8.2K
5.5K $938K
UPS
United Parcel Service Inc

Industrials
200
+ 5.58%
$109.66 - $136.26 $21.9K - $27.3K
3.79K $416K
DT
Dynatrace, Inc.

Technology
7
+ 0.12%
$47.15 - $62.42 $330 - $437
5.64K $265K
ICLR
Icon PLC

Healthcare
81
+ 3.68%
$174.99 - $222.58 $14.2K - $18K
2.28K $399K
KRG
Kite Realty Group Trust

Real Estate
75
+ 0.32%
$21.24 - $25.05 $1.59K - $1.88K
23.6K $526K
POWI
Power Integrations Inc

Technology
63
+ 0.91%
$50.5 - $66.7 $3.18K - $4.2K
6.99K $356K
WPP
Wpp PLC

Communication Services
100
+ 0.99%
$37.96 - $51.07 $3.8K - $5.11K
10.2K $388K
TM
Toyota Motor Corp

Consumer Cyclical
144
+ 1.34%
$176.53 - $195.35 $25.4K - $28.1K
10.9K $1.92M
ADBE
Adobe Inc.

Technology
129
+ 3.41%
$377.84 - $464.11 $48.7K - $59.9K
3.91K $1.5M
AMD
Advanced Micro Devices Inc

Technology
673
+ 4.6%
$96.63 - $129.55 $65K - $87.2K
15.3K $1.57M
HPQ
Hp Inc

Technology
891
+ 1.68%
$27.69 - $34.72 $24.7K - $30.9K
53.8K $1.49M
ISMD
Northern Lts Fd Tr Iv

ETFs
6.8K
+ 4.77%
$33.87 - $38.9 $230K - $264K
149K $5.11M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
844
+ 2.82%
$47.79 - $59.89 $40.3K - $50.5K
30.8K $1.55M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 1.16%
$222.15 - $428.22 $7.78K - $15K
3.06K $791K
AAPL
Apple Inc.

Technology
35
+ 0.17%
$209.68 - $247.1 $7.34K - $8.65K
20.6K $4.57M
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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