Legacy Wealth Asset Management, LLC Incresed Positions in Q2 2025

Legacy Wealth Asset Management, LLC

  • $331 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
88.3K
+ 55.02%
$27.43 - $34.32 $2.42M - $3.03M
249K $8.53M
ASML
Asml Holding Nv

Technology
2.3K
+ 202.29%
$595.37 - $815.24 $1.37M - $1.88M
3.44K $2.75M
ALC
Alcon Inc

Healthcare
13.8K
+ 193.11%
$82.88 - $98.3 $1.14M - $1.36M
21K $1.85M
UBS
Ubs Group Ag

Financial Services
23.4K
+ 38.92%
$26.12 - $33.82 $610K - $790K
83.4K $2.82M
AMD
Advanced Micro Devices Inc

Technology
221
+ 1.45%
$78.21 - $143.81 $17.3K - $31.8K
15.5K $2.2M
MLPA
Global X Mlp ETF

ETFs
22.6K
+ 13.24%
$46.47 - $54.16 $1.05M - $1.23M
194K $9.72M
MFG
Mizuho Financial Group Inc

Financial Services
99.6K
+ 72.19%
$4.25 - $5.66 $423K - $564K
238K $1.32M
DG
Dollar General Corp

Consumer Defensive
82
+ 0.4%
$86.02 - $114.95 $7.05K - $9.43K
20.3K $2.33M
CB
Chubb LTD

Financial Services
1.95K
+ 36.5%
$274.32 - $302.46 $535K - $590K
7.29K $2.11M
GIL
Gildan Activewear Inc.

Consumer Cyclical
5.89K
+ 18.82%
$37.68 - $50.22 $222K - $296K
37.1K $1.83M
EVR
Evercore Inc.

Financial Services
170
+ 3.76%
$163.77 - $271.5 $27.8K - $46.2K
4.69K $1.27M
MU
Micron Technology Inc

Technology
82
+ 0.94%
$64.72 - $127.91 $5.31K - $10.5K
8.82K $1.09M
ADI
Analog Devices Inc

Technology
86
+ 1.03%
$164.6 - $238.02 $14.2K - $20.5K
8.44K $2.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.45K
+ 7.95%
$45.98 - $56.15 $113K - $137K
33.2K $1.87M
ENSG
Ensign Group, Inc

Healthcare
127
+ 1.09%
$119.93 - $156.36 $15.2K - $19.9K
11.8K $1.82M
NVT
N Vent Electric PLC

Industrials
3.05K
+ 75.28%
$45.2 - $73.35 $138K - $224K
7.1K $520K
EHC
Encompass Health Corp

Healthcare
1.17K
+ 18.43%
$96.12 - $122.63 $113K - $144K
7.52K $922K
VGLT
Vanguard Long Term Treasury Et

ETFs
5.21K
+ 27.33%
$53.66 - $58.71 $280K - $306K
24.3K $1.36M
LFUS
Littelfuse Inc

Technology
800
+ 44.72%
$149.72 - $227.31 $120K - $182K
2.59K $587K
NYT
New York Times CO

Communication Services
3.1K
+ 38.62%
$45.37 - $57.12 $141K - $177K
11.1K $623K
MSA
Msa Safety Inc

Industrials
752
+ 14.63%
$130.21 - $169.16 $97.9K - $127K
5.89K $987K
TTEK
Tetra Tech Inc

Industrials
391
+ 1.29%
$28.01 - $36.25 $11K - $14.2K
30.7K $1.1M
TPR
Tapestry, Inc.

Consumer Cyclical
1.18K
+ 17.76%
$60.6 - $87.81 $71.3K - $103K
7.8K $684K
XP
Xp Inc.

Financial Services
65
+ 0.2%
$12.69 - $20.62 $825 - $1.34K
31.8K $641K
MNDY
Monday.Com Ltd.

Technology
139
+ 5.84%
$217.77 - $314.48 $30.3K - $43.7K
2.52K $791K
SGOL
Abrdn Gold ETF Trust

ETFs
2.56K
+ 4.69%
$28.39 - $32.75 $72.7K - $83.9K
57.2K $1.8M
DTM
Dt Midstream, Inc.

Energy
1.37K
+ 42.05%
$87.23 - $109.91 $120K - $151K
4.64K $509K
NU
Nu Holdings Ltd.

Financial Services
619
+ 1.24%
$9.6 - $13.72 $5.94K - $8.49K
50.4K $691K
BBD
Bank Bradesco

Financial Services
1.33K
+ 0.69%
$2.02 - $3.09 $2.69K - $4.12K
193K $596K
EME
Emcor Group, Inc.

Industrials
44
+ 5.18%
$342.02 - $534.89 $15K - $23.5K
894 $478K
NPO
Enpro Industries, Inc

Industrials
16
+ 0.28%
$137.27 - $193.1 $2.2K - $3.09K
5.64K $1.08M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
4.47K
+ 3.13%
$23.33 - $24.01 $104K - $107K
147K $3.53M
MCHP
Microchip Technology Inc

Technology
43
+ 0.65%
$35.34 - $71.6 $1.52K - $3.08K
6.64K $467K
EW
Edwards Lifesciences Corp

Healthcare
271
+ 1.23%
$67.07 - $78.22 $18.2K - $21.2K
22.2K $1.74M
KEYS
Keysight Technologies, Inc.

Technology
608
+ 23.42%
$127.02 - $165.4 $77.2K - $101K
3.2K $525K
VGSH
Vanguard

ETFs
2.23K
+ 11.03%
$58.32 - $58.95 $130K - $131K
22.4K $1.32M
ATR
Aptargroup, Inc.

Healthcare
500
+ 7.92%
$133.66 - $158.53 $66.8K - $79.3K
6.81K $1.07M
SIVR
Abrdn Silver ETF Trust

ETFs
1.86K
+ 6.62%
$28.36 - $35.37 $52.8K - $65.9K
30K $1.03M
CNI
Canadian National Railway CO

Industrials
8
+ 0.05%
$92.66 - $108.13 $741 - $865
17.6K $1.83M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
8
+ 0.14%
$153.22 - $199.8 $1.23K - $1.6K
5.58K $1.04M
CX
Cemex Sab De Cv

Basic Materials
1.84K
+ 2.36%
$5.02 - $7.19 $9.25K - $13.3K
79.8K $553K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.11%
$108.36 - $131.55 $650 - $789
5.65K $742K
LSTR
Landstar System Inc

Industrials
857
+ 53.8%
$131.55 - $151.93 $113K - $130K
2.45K $340K
CYBR
Cyber Ark Software Ltd.

Technology
110
+ 14.69%
$305.98 - $406.88 $33.7K - $44.8K
859 $349K
CPK
Chesapeake Utilities Corp

Utilities
1.17K
+ 20.45%
$116.0 - $135.5 $136K - $159K
6.89K $828K
EL
Estee Lauder Companies Inc

Consumer Defensive
129
+ 2.22%
$50.06 - $80.8 $6.46K - $10.4K
5.95K $480K
GWRE
Guidewire Software, Inc.

Technology
36
+ 2.17%
$172.73 - $257.37 $6.22K - $9.27K
1.69K $398K
OTEX
Open Text Corp

Technology
224
+ 1.12%
$23.04 - $29.2 $5.16K - $6.54K
20.2K $589K
DXCM
Dexcom Inc

Healthcare
93
+ 2.3%
$59.83 - $87.57 $5.56K - $8.14K
4.13K $360K
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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