Legacy Wealth Asset Management, LLC Incresed Positions in Q1 2025

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESS
Essex Property Trust, Inc.

Real Estate
241
+ 31.63%
N/A
1K $273K
SLB
Schlumberger Limited

Energy
222
+ 1.6%
$38.4 - $43.74 $8.52K - $9.71K
14.1K $588K
OTEX
Open Text Corp

Technology
4.11K
+ 25.89%
$25.11 - $30.39 $103K - $125K
20K $504K
EW
Edwards Lifesciences Corp

Healthcare
1.21K
+ 5.82%
$67.95 - $76.19 $82K - $92K
22K $1.59M
BIIB
Biogen Inc.

Healthcare
591
+ 32.31%
$133.43 - $153.27 $78.9K - $90.6K
2.42K $331K
COP
Conocophillips

Energy
71
+ 0.98%
$88.6 - $105.85 $6.29K - $7.52K
7.32K $768K
BMY
Bristol Myers Squibb CO

Healthcare
52
+ 0.52%
$53.9 - $63.11 $2.8K - $3.28K
10K $612K
VTR
Ventas, Inc.

Real Estate
115
+ 2.83%
$56.9 - $70.47 $6.54K - $8.1K
4.18K $287K
VGLT
Vanguard Long Term Treasury Et

ETFs
179
+ 0.95%
$53.99 - $58.43 $9.66K - $10.5K
19.1K $1.09M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.21K
+ 26.24%
$64.26 - $85.48 $77.8K - $103K
5.82K $384K
OXY
Occidental Petroleum Corp

Energy
612
+ 4.77%
$45.45 - $52.7 $27.8K - $32.3K
13.4K $663K
RIO
Rio Tinto PLC

Basic Materials
286
+ 3.63%
$58.19 - $64.29 $16.6K - $18.4K
8.16K $490K
D
Dominion Energy, Inc

Utilities
117
+ 1.48%
$52.85 - $57.43 $6.18K - $6.72K
8.01K $449K
F
Ford Motor CO

Consumer Cyclical
1.59K
+ 3.17%
$9.12 - $10.43 $14.5K - $16.6K
51.7K $519K
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$241.94 - $272.58 $242 - $273
2.13K $581K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.19K
+ 2.33%
$41.17 - $45.22 $48.9K - $53.7K
52.2K $2.2M
BWX
Spdr Bloomberg International T

ETFs
205
+ 0.7%
$20.94 - $22.04 $4.29K - $4.52K
29.6K $646K
USFR
Wisdomtree Floating Rate Treas

ETFs
334
+ 1.04%
$50.29 - $50.5 $16.8K - $16.9K
32.6K $1.64M
MGA
Magna International Inc

Consumer Cyclical
2.26K
+ 28.92%
$33.99 - $41.85 $76.7K - $94.5K
10.1K $342K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
70
+ 0.94%
$60.44 - $69.57 $4.23K - $4.87K
7.54K $502K
VGSH
Vanguard

ETFs
62
+ 0.31%
$58.07 - $58.68 $3.6K - $3.64K
20.2K $1.18M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
35
+ 1.19%
$96.27 - $116.36 $3.37K - $4.07K
2.98K $337K
CX
Cemex Sab De Cv

Basic Materials
2.57K
+ 3.41%
$5.36 - $6.78 $13.8K - $17.4K
78K $437K
XLF
Financial Sector Spdr

ETFs
3
+ 0.03%
$47.32 - $52.19 $142 - $157
11.4K $560K
REXR
Rexford Industrial Realty, Inc.

Real Estate
59
+ 0.4%
$37.17 - $41.44 $2.19K - $2.44K
14.7K $574K
MCHP
Microchip Technology Inc

Technology
1.15K
+ 21.13%
$48.41 - $64.3 $55.7K - $74K
6.6K $319K
QCOM
Qualcomm Inc

Technology
34
+ 0.73%
$151.94 - $175.86 $5.17K - $5.98K
4.68K $719K
KHC
Kraft Heinz CO

Consumer Defensive
318
+ 1.62%
$28.51 - $32.22 $9.07K - $10.2K
20K $607K
NKE
Nike, Inc.

Consumer Cyclical
760
+ 20.74%
$63.29 - $81.72 $48.1K - $62.1K
4.43K $280K
NEE
Nextera Energy Inc

Utilities
133
+ 1.4%
$66.96 - $76.16 $8.91K - $10.1K
9.66K $685K
RE
Everest Re Group LTD

Financial Services
1
+ 0.07%
N/A
1.45K $537K
Linde PLC
239
+ 3.5%
N/A
7.07K $0
Ferguson Enterprises Inc
20
+ 0.5%
N/A
4.02K $0
Fidelity Wise Origin Bitcoin
428
+ 0.14%
N/A
308K $0
UHALB
Amerco Com Ser N
78
+ 0.85%
N/A
9.28K $0
Canadian Pacific Kansas City
384
+ 1.5%
N/A
26K $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
ADI
Analog Devices Inc

Technology
399
+ 5.01%
$201.56 - $243.82 $80.4K - $97.3K
8.36K $1.69M
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
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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