Legacy Wealth Asset Management, LLC Incresed Positions in Q3 2025

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
3.76K
+ 115.89%
$350.91 - $375.27 $1.32M - $1.41M
7K $2.5M
CL
Colgate Palmolive CO

Consumer Defensive
16.7K
+ 239.74%
$79.36 - $93.33 $1.32M - $1.56M
23.6K $1.89M
ADP
Automatic Data Processing Inc

Industrials
4.17K
+ 165.62%
$288.69 - $310.94 $1.2M - $1.3M
6.69K $1.96M
TXN
Texas Instruments Inc

Technology
5.72K
+ 119.19%
N/A
10.5K $2.05M
CB
Chubb LTD

Financial Services
3.07K
+ 42.06%
$265.99 - $289.59 $816K - $888K
10.4K $2.92M
MCD
Mcdonalds Corp

Consumer Cyclical
2.22K
+ 98.76%
$291.67 - $316.99 $648K - $704K
4.47K $1.36M
MLPA
Global X Mlp ETF

ETFs
21K
+ 10.85%
$48.25 - $51.56 $1.01M - $1.08M
215K $10.4M
TJX
Tjx Companies Inc

Consumer Cyclical
3.52K
+ 53.79%
$121.35 - $144.54 $428K - $509K
10.1K $1.46M
GIL
Gildan Activewear Inc.

Consumer Cyclical
5.28K
+ 14.2%
$49.08 - $57.8 $259K - $305K
42.4K $2.45M
PHG
Koninklijke Philips Nv

Healthcare
15K
+ 25.4%
$23.84 - $28.62 $357K - $429K
74K $2.02M
NKE
Nike, Inc.

Consumer Cyclical
7.61K
+ 168.8%
$69.24 - $79.24 $527K - $603K
12.1K $845K
UCIB
Ubs Ag

ETFs
13.7K
+ 8.83%
$26.23 - $27.48 $358K - $376K
168K $4.57M
FICO
Fair Isaac Corp

Technology
339
+ 167.0%
$1311.26 - $1869.83 $445K - $634K
542 $811K
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 1.39%
$293.94 - $444.72 $12.3K - $18.7K
3.07K $1.37M
SGOL
Abrdn Gold ETF Trust

ETFs
2.49K
+ 4.35%
$31.18 - $36.81 $77.6K - $91.6K
59.7K $2.2M
SLB
Schlumberger Limited

Energy
10.5K
+ 72.66%
$32.37 - $37.31 $338K - $390K
24.8K $853K
SIVR
Abrdn Silver ETF Trust

ETFs
767
+ 2.56%
$34.34 - $44.62 $26.3K - $34.2K
30.7K $1.37M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
470
+ 0.33%
$13.29 - $16.05 $6.25K - $7.54K
143K $2.28M
SCHW
Schwab Charles Corp

Financial Services
2.98K
+ 33.56%
$91.03 - $98.69 $271K - $294K
11.8K $1.13M
SHW
Sherwin Williams CO

Basic Materials
893
+ 49.61%
$330.88 - $375.23 $295K - $335K
2.69K $932K
TPR
Tapestry, Inc.

Consumer Cyclical
958
+ 12.29%
$86.48 - $116.14 $82.8K - $111K
8.76K $991K
AIT
Applied Industrial Technologies Inc

Industrials
1.01K
+ 87.87%
$242.14 - $275.72 $246K - $280K
2.17K $565K
D
Dominion Energy, Inc

Utilities
4.07K
+ 49.85%
$56.32 - $62.1 $229K - $253K
12.2K $747K
MFG
Mizuho Financial Group Inc

Financial Services
1.08K
+ 0.46%
$5.42 - $6.85 $5.88K - $7.43K
239K $1.6M
WELL
Welltower Inc.

Real Estate
670
+ 14.04%
$150.71 - $178.14 $101K - $119K
5.44K $969K
ZTO
Zto Express (Cayman) Inc.

Industrials
686
+ 0.5%
$17.7 - $20.73 $12.1K - $14.2K
138K $2.65M
LFUS
Littelfuse Inc

Technology
495
+ 19.12%
$228.23 - $271.17 $113K - $134K
3.08K $798K
SPGI
S&P Global Inc.

Financial Services
554
+ 35.7%
$484.94 - $564.15 $269K - $313K
2.11K $1.03M
HPQ
Hp Inc

Technology
1.5K
+ 2.64%
$24.45 - $29.35 $36.7K - $44.1K
58.4K $1.59M
OTEX
Open Text Corp

Technology
237
+ 1.17%
$27.93 - $38.16 $6.62K - $9.04K
20.4K $763K
PSTG
Pure Storage, Inc.

Technology
200
+ 3.47%
$54.47 - $88.29 $10.9K - $17.7K
5.97K $500K
TCOM
Trip.Com Group LTD

Consumer Cyclical
35
+ 0.39%
$58.74 - $78.52 $2.06K - $2.75K
8.97K $674K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
23
+ 0.12%
$35.21 - $46.94 $810 - $1.08K
19.4K $835K
VTR
Ventas, Inc.

Real Estate
1.65K
+ 37.95%
$62.76 - $69.99 $103K - $115K
5.98K $418K
TM
Toyota Motor Corp

Consumer Cyclical
49
+ 0.68%
$167.86 - $202.79 $8.23K - $9.94K
7.26K $1.39M
PEP
Pepsico Inc

Consumer Defensive
742
+ 18.1%
$133.81 - $152.16 $99.3K - $113K
4.84K $679K
NYT
New York Times CO

Communication Services
2K
+ 17.94%
$51.43 - $61.95 $103K - $124K
13.1K $754K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
4.45K
+ 3.02%
$23.8 - $24.29 $106K - $108K
152K $3.66M
ROST
Ross Stores, Inc.

Consumer Cyclical
35
+ 0.71%
$127.59 - $152.81 $4.47K - $5.35K
4.95K $753K
NOC
Northrop Grumman Corp

Industrials
11
+ 1.08%
$498.9 - $609.32 $5.49K - $6.7K
1.03K $628K
NU
Nu Holdings Ltd.

Financial Services
201
+ 0.4%
$11.92 - $16.3 $2.4K - $3.28K
50.6K $810K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.34K
+ 17.85%
$167.28 - $188.45 $223K - $252K
8.82K $1.49M
GD
General Dynamics Corp

Industrials
20
+ 0.93%
$293.92 - $341.0 $5.88K - $6.82K
2.17K $738K
AVTR
Avantor, Inc.

Basic Materials
11K
+ 35.53%
$11.18 - $14.21 $123K - $157K
42.1K $525K
XEL
Xcel Energy Inc

Utilities
55
+ 0.67%
$67.56 - $80.65 $3.72K - $4.44K
8.26K $665K
CPK
Chesapeake Utilities Corp

Utilities
33
+ 0.48%
$119.5 - $135.26 $3.94K - $4.46K
6.92K $932K
SNN
Smith & Nephew PLC

Healthcare
69
+ 0.38%
$29.33 - $38.7 $2.02K - $2.67K
18.1K $655K
EME
Emcor Group, Inc.

Industrials
1
+ 0.11%
$530.88 - $655.83 $531 - $656
895 $581K
LOW
Lowes Companies Inc

Consumer Cyclical
29
+ 0.89%
$215.01 - $273.02 $6.24K - $7.92K
3.28K $823K
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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