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
PEN
Penumbra Inc

Healthcare
6
+ 0.4%
$253.22 - $299.78 $1.52K - $1.8K
1.51K $388K
WPP
Wpp PLC

Communication Services
420
+ 4.1%
$32.03 - $40.64 $13.5K - $17.1K
10.7K $373K
UNP
Union Pacific Corp

Industrials
6
+ 0.21%
$208.27 - $238.46 $1.25K - $1.43K
2.84K $652K
BIIB
Biogen Inc.

Healthcare
91
+ 3.76%
$113.38 - $135.49 $10.3K - $12.3K
2.51K $315K
ELS
Equity Lifestyle Properties Inc

Real Estate
33
+ 0.84%
$61.46 - $68.02 $2.03K - $2.24K
3.97K $244K
UPS
United Parcel Service Inc

Industrials
139
+ 3.67%
$91.92 - $110.2 $12.8K - $15.3K
3.92K $396K
EGP
Eastgroup Properties Inc

Real Estate
18
+ 0.59%
$145.28 - $176.09 $2.62K - $3.17K
3.07K $512K
ACGL
Arch Capital Group Ltd.

Financial Services
104
+ 1.51%
$84.99 - $96.82 $8.84K - $10.1K
6.99K $636K
ZTS
Zoetis Inc.

Healthcare
26
+ 0.7%
$144.41 - $170.3 $3.75K - $4.43K
3.75K $585K
FDX
Fedex Corp

Industrials
56
+ 2.25%
$198.07 - $245.17 $11.1K - $13.7K
2.55K $579K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.37%
$210.83 - $235.28 $2.53K - $2.82K
3.25K $720K
ACN
Accenture PLC

Technology
103
+ 2.02%
$279.23 - $323.21 $28.8K - $33.3K
5.2K $1.55M
AAON
Aaon, Inc.

Industrials
7
+ 0.08%
$71.78 - $106.87 $502 - $748
9.2K $678K
BP
Bp PLC

Energy
453
+ 3.26%
$26.11 - $33.81 $11.8K - $15.3K
14.3K $429K
EXP
Eagle Materials Inc

Basic Materials
10
+ 0.43%
$193.68 - $241.95 $1.94K - $2.42K
2.34K $472K
MDT
Medtronic PLC

Healthcare
10
+ 0.06%
$80.68 - $88.86 $807 - $889
16.9K $1.48M
ICLR
Icon PLC

Healthcare
147
+ 6.44%
$126.62 - $168.7 $18.6K - $24.8K
2.43K $353K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.15K
+ 2.97%
$11.11 - $14.46 $12.7K - $16.6K
39.7K $496K
EOG
Eog Resources Inc

Energy
10
+ 0.15%
$104.61 - $129.97 $1.05K - $1.3K
6.68K $798K
UTZ
Utz Brands, Inc.

Consumer Defensive
290
+ 0.72%
$11.62 - $14.29 $3.37K - $4.14K
40.8K $512K
SPG
Simon Property Group Inc

Real Estate
66
+ 0.48%
$140.37 - $171.44 $9.26K - $11.3K
13.8K $2.21M
DD
Du Pont De Nemours, Inc.

Basic Materials
470
+ 2.87%
$55.13 - $75.25 $25.9K - $35.4K
16.9K $1.16M
PEP
Pepsico Inc

Consumer Defensive
42
+ 1.04%
$128.02 - $151.37 $5.38K - $6.36K
4.1K $541K
XOM
Exxon Mobil Corp

Energy
38
+ 0.55%
$99.93 - $119.04 $3.8K - $4.52K
6.99K $753K
KHC
Kraft Heinz CO

Consumer Defensive
89
+ 0.45%
$25.61 - $30.81 $2.28K - $2.74K
20.1K $518K
OXY
Occidental Petroleum Corp

Energy
184
+ 1.37%
$36.11 - $49.33 $6.64K - $9.08K
13.6K $572K
LNTH
Lantheus Holdings, Inc.

Healthcare
136
+ 1.79%
$73.86 - $108.74 $10K - $14.8K
7.75K $634K
HPQ
Hp Inc

Technology
3.06K
+ 5.68%
$21.88 - $29.32 $66.9K - $89.6K
56.9K $1.39M
SLB
Schlumberger Limited

Energy
308
+ 2.19%
$31.95 - $42.2 $9.84K - $13K
14.4K $486K
COP
Conocophillips

Energy
79
+ 1.08%
$82.66 - $106.1 $6.53K - $8.38K
7.4K $663K
CVX
Chevron Corp

Energy
16
+ 0.31%
$133.73 - $168.51 $2.14K - $2.7K
5.18K $741K
AON
Aon PLC

Financial Services
33
+ 1.03%
$335.85 - $398.81 $11.1K - $13.2K
3.24K $1.16M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19
+ 0.36%
$212.1 - $244.27 $4.03K - $4.64K
5.31K $1.16M
BMY
Bristol Myers Squibb CO

Healthcare
170
+ 1.69%
$44.12 - $59.6 $7.5K - $10.1K
10.2K $472K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23.1K
+ 1359.21%
$87.84 - $1441.89 $2.03M - $33.3M
24.8K $2.23M
ZTO
Zto Express (Cayman) Inc.

Industrials
2.06K
+ 1.52%
$16.51 - $19.83 $33.9K - $40.8K
137K $2.43M
CHE
Chemed Corp

Healthcare
37
+ 1.55%
$486.93 - $619.21 $18K - $22.9K
2.43K $1.18M
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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