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
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
214
+ 7.18%
$103.49 - $133.44 $22.1K - $28.6K
3.19K $420K
PSTG
Pure Storage, Inc.

Technology
112
+ 1.98%
$37.18 - $57.58 $4.16K - $6.45K
5.77K $332K
JHX
James Hardie Industries PLC

Basic Materials
540
+ 2.89%
$20.27 - $27.59 $10.9K - $14.9K
19.2K $516K
CSX
Csx Corp

Industrials
53
+ 0.27%
$26.69 - $32.91 $1.41K - $1.74K
19.6K $641K
RJF
Raymond James Financial Inc

Financial Services
196
+ 8.34%
$123.65 - $153.88 $24.2K - $30.2K
2.55K $390K
MGA
Magna International Inc

Consumer Cyclical
447
+ 4.44%
$30.82 - $38.61 $13.8K - $17.3K
10.5K $405K
USFD
Us Foods Holding Corp.

Consumer Defensive
91
+ 2.16%
$60.47 - $79.12 $5.5K - $7.2K
4.3K $330K
LRN
Stride, Inc.

Consumer Defensive
69
+ 2.9%
$124.45 - $160.72 $8.59K - $11.1K
2.45K $355K
NICE
Nice Ltd.

Technology
101
+ 3.84%
$141.3 - $178.32 $14.3K - $18K
2.73K $460K
DT
Dynatrace, Inc.

Technology
168
+ 2.98%
$41.21 - $55.9 $6.92K - $9.39K
5.81K $320K
BWX
Spdr Bloomberg International T

ETFs
74
+ 0.25%
$21.87 - $23.49 $1.62K - $1.74K
29.6K $696K
USB
Us Bancorp \De\

Financial Services
71
+ 0.46%
$36.4 - $45.76 $2.58K - $3.25K
15.5K $703K
ADBE
Adobe Inc.

Technology
92
+ 2.35%
$340.0 - $420.68 $31.3K - $38.7K
4K $1.55M
SNN
Smith & Nephew PLC

Healthcare
299
+ 1.69%
$24.97 - $30.63 $7.47K - $9.16K
18K $551K
PNC
Pnc Financial Services Group, Inc.

Financial Services
15
+ 0.36%
$149.76 - $186.42 $2.25K - $2.8K
4.21K $783K
HLI
Houlihan Lokey, Inc.

Financial Services
61
+ 3.29%
$141.59 - $182.75 $8.64K - $11.1K
1.92K $344K
GD
General Dynamics Corp

Industrials
13
+ 0.61%
$247.68 - $291.66 $3.22K - $3.79K
2.15K $625K
F
Ford Motor CO

Consumer Cyclical
220
+ 0.43%
$8.69 - $10.85 $1.91K - $2.39K
52K $563K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
13
+ 0.54%
$144.63 - $179.53 $1.88K - $2.33K
2.43K $400K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
154
+ 1.91%
$39.89 - $49.46 $6.14K - $7.62K
8.21K $406K
NKE
Nike, Inc.

Consumer Cyclical
85
+ 1.92%
$53.27 - $72.04 $4.53K - $6.12K
4.51K $320K
QCOM
Qualcomm Inc

Technology
59
+ 1.26%
$124.66 - $159.48 $7.35K - $9.41K
4.74K $755K
TFC
Truist Financial Corp

Financial Services
141
+ 0.86%
$34.79 - $42.99 $4.91K - $6.06K
16.5K $707K
GRMN
Garmin LTD

Technology
214
+ 16.11%
$173.63 - $218.07 $37.2K - $46.7K
1.54K $321K
GIB
Cgi Inc

Technology
2
+ 0.04%
$96.47 - $109.59 $193 - $219
5.31K $556K
VVV
Valvoline Inc

Energy
166
+ 2.83%
$31.48 - $38.2 $5.23K - $6.34K
6.03K $228K
FNB
Fnb Corp

Financial Services
430
+ 3.66%
$11.48 - $14.58 $4.94K - $6.27K
12.2K $177K
USFR
Wisdomtree Floating Rate Treas

ETFs
353
+ 1.08%
$50.28 - $50.47 $17.7K - $17.8K
32.9K $1.66M
KRG
Kite Realty Group Trust

Real Estate
368
+ 1.56%
$19.53 - $23.3 $7.19K - $8.57K
24K $543K
CWK
Cushman & Wakefield PLC

Real Estate
217
+ 1.35%
$7.9 - $11.13 $1.71K - $2.42K
16.3K $180K
RE
Everest Re Group LTD

Financial Services
42
+ 2.89%
N/A
1.49K $553K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
101
+ 0.29%
$18.96 - $20.43 $1.91K - $2.06K
34.8K $711K
MKTX
Marketaxess Holdings Inc

Financial Services
25
+ 2.3%
$203.19 - $231.09 $5.08K - $5.78K
1.11K $248K
CNQ
Canadian Natural Resources LTD

Energy
115
+ 0.7%
$25.14 - $34.01 $2.89K - $3.91K
16.7K $522K
D
Dominion Energy, Inc

Utilities
148
+ 1.85%
$49.66 - $58.0 $7.35K - $8.58K
8.16K $461K
DSGX
Descartes Systems Group Inc

Technology
76
+ 2.27%
$94.15 - $116.93 $7.16K - $8.89K
3.43K $348K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
133
+ 1.76%
$60.03 - $72.0 $7.98K - $9.58K
7.68K $508K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.01K
+ 25.6%
$47.91 - $70.14 $48.4K - $70.8K
4.96K $257K
GDDY
Go Daddy Inc.

Technology
31
+ 1.73%
$162.11 - $192.36 $5.03K - $5.96K
1.82K $327K
ITW
Illinois Tool Works Inc

Industrials
26
+ 1.12%
$218.41 - $252.43 $5.68K - $6.56K
2.34K $579K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
21
+ 0.12%
$82.21 - $83.12 $1.73K - $1.75K
17.8K $1.47M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
94
+ 0.65%
$45.2 - $46.6 $4.25K - $4.38K
14.5K $670K
FISV
Fiserv Inc

Technology
38
+ 1.02%
N/A
3.78K $472K
ESS
Essex Property Trust, Inc.

Real Estate
12
+ 1.2%
N/A
1.02K $276K
TXN
Texas Instruments Inc

Technology
8
+ 0.17%
N/A
4.8K $933K
EXR
Extra Space Storage Inc.

Real Estate
22
+ 1.05%
$126.61 - $152.99 $2.79K - $3.37K
2.13K $313K
AIV
Apartment Investment & Management CO

Real Estate
220
+ 1.91%
$7.24 - $8.85 $1.59K - $1.95K
11.8K $101K
Smurfit Westrock PLC
258
+ 1.94%
N/A
13.6K $0
Crane Company
67
+ 3.19%
N/A
2.17K $0
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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