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
MGA
Magna International Inc

Consumer Cyclical
37
+ 0.35%
$40.03 - $47.38 $1.48K - $1.75K
10.6K $499K
HMC
Honda Motor CO LTD

Consumer Cyclical
143
+ 0.32%
$29.11 - $34.85 $4.16K - $4.98K
45.5K $1.4M
REXR
Rexford Industrial Realty, Inc.

Real Estate
278
+ 1.92%
$35.43 - $43.53 $9.85K - $12.1K
14.8K $607K
VIV
Telefonica Brasil S.A.

Communication Services
636
+ 1.02%
$10.79 - $12.8 $6.86K - $8.14K
62.7K $799K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.21K
+ 22.94%
$60.9 - $70.75 $135K - $156K
11.8K $739K
CSX
Csx Corp

Industrials
880
+ 4.48%
$32.05 - $36.52 $28.2K - $32.1K
20.5K $728K
ENB
Enbridge Inc

Energy
205
+ 1.45%
$43.79 - $50.46 $8.98K - $10.3K
14.4K $725K
EXP
Eagle Materials Inc

Basic Materials
41
+ 1.75%
$209.12 - $242.26 $8.57K - $9.93K
2.38K $554K
ICLR
Icon PLC

Healthcare
46
+ 1.89%
$139.63 - $195.01 $6.42K - $8.97K
2.48K $433K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.25%
$357.4 - $423.42 $1.79K - $2.12K
1.99K $805K
UTZ
Utz Brands, Inc.

Consumer Defensive
7.28K
+ 17.84%
$11.85 - $14.49 $86.3K - $106K
48.1K $584K
RIO
Rio Tinto PLC

Basic Materials
117
+ 1.41%
$57.66 - $66.01 $6.75K - $7.72K
8.4K $554K
PLD
Prologis, Inc.

Real Estate
167
+ 3.03%
$104.08 - $115.35 $17.4K - $19.3K
5.68K $650K
VGLT
Vanguard Long Term Treasury Et

ETFs
924
+ 3.8%
$54.21 - $57.41 $50.1K - $53K
25.2K $1.43M
LMT
Lockheed Martin Corp

Industrials
33
+ 2.24%
$410.74 - $499.21 $13.6K - $16.5K
1.51K $752K
BP
Bp PLC

Energy
147
+ 1.03%
$30.25 - $35.69 $4.45K - $5.25K
14.5K $499K
USB
Us Bancorp \De\

Financial Services
389
+ 2.5%
$43.94 - $50.41 $17.1K - $19.6K
15.9K $770K
SSNC
Ss&C Technologies Holdings Inc

Technology
218
+ 2.85%
$81.85 - $90.2 $17.8K - $19.7K
7.86K $697K
CVX
Chevron Corp

Energy
6
+ 0.12%
$145.57 - $161.83 $873 - $971
5.19K $805K
HLI
Houlihan Lokey, Inc.

Financial Services
76
+ 3.97%
$181.55 - $209.19 $13.8K - $15.9K
1.99K $408K
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.09K
+ 1.08%
$6.18 - $7.41 $6.72K - $8.06K
102K $750K
BBD
Bank Bradesco

Financial Services
936
+ 0.48%
$2.75 - $3.39 $2.57K - $3.17K
194K $656K
BOKF
Bok Financial Corp

Financial Services
42
+ 1.07%
$98.57 - $113.09 $4.14K - $4.75K
3.98K $443K
EHC
Encompass Health Corp

Healthcare
193
+ 2.57%
$107.13 - $127.02 $20.7K - $24.5K
7.72K $980K
TFC
Truist Financial Corp

Financial Services
261
+ 1.59%
$42.83 - $47.07 $11.2K - $12.3K
16.7K $764K
GPN
Global Payments Inc

Industrials
575
+ 19.56%
$77.61 - $90.01 $44.6K - $51.8K
3.52K $292K
ZTS
Zoetis Inc.

Healthcare
641
+ 17.08%
$141.13 - $159.19 $90.5K - $102K
4.39K $642K
VGSH
Vanguard

ETFs
919
+ 4.1%
$58.43 - $58.88 $53.7K - $54.1K
23.3K $1.37M
E
Eni Spa

Energy
88
+ 0.42%
$32.55 - $35.93 $2.86K - $3.16K
20.9K $730K
LYV
Live Nation Entertainment, Inc.

Communication Services
43
+ 1.11%
$143.56 - $174.06 $6.17K - $7.48K
3.91K $638K
MMM
3 M CO

Industrials
158
+ 1.61%
$144.41 - $160.2 $22.8K - $25.3K
9.99K $1.55M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
605
+ 1.74%
$20.22 - $21.71 $12.2K - $13.1K
35.4K $763K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
528
+ 2.97%
$82.38 - $83.0 $43.5K - $43.8K
18.3K $1.52M
FNF
Fidelity National Financial, Inc.

Financial Services
55
+ 0.58%
$51.22 - $61.07 $2.82K - $3.36K
9.6K $580K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
106
+ 2.32%
$90.62 - $107.71 $9.61K - $11.4K
4.67K $459K
XOM
Exxon Mobil Corp

Energy
42
+ 0.6%
$105.83 - $117.22 $4.44K - $4.92K
7.04K $793K
ITW
Illinois Tool Works Inc

Industrials
29
+ 1.24%
$252.31 - $269.41 $7.32K - $7.81K
2.37K $618K
SNA
Snap On Inc

Industrials
8
+ 0.82%
$313.01 - $346.53 $2.5K - $2.77K
987 $342K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
520
+ 3.59%
$45.72 - $47.27 $23.8K - $24.6K
15K $703K
LRN
Stride, Inc.

Consumer Defensive
142
+ 5.79%
$128.23 - $169.81 $18.2K - $24.1K
2.59K $386K
YUM
Yum Brands Inc

Consumer Cyclical
32
+ 0.63%
$139.5 - $153.94 $4.46K - $4.93K
5.14K $781K
FNB
Fnb Corp

Financial Services
358
+ 2.94%
$14.75 - $16.79 $5.28K - $6.01K
12.5K $201K
UNP
Union Pacific Corp

Industrials
21
+ 0.74%
$214.91 - $237.16 $4.51K - $4.98K
2.86K $675K
STE
Steris PLC

Healthcare
12
+ 0.42%
$221.21 - $252.43 $2.65K - $3.03K
2.86K $707K
SHEL
Shell PLC

Energy
160
+ 1.91%
$69.82 - $73.93 $11.2K - $11.8K
8.52K $609K
MTB
M&T Bank Corp

Financial Services
44
+ 1.5%
$183.74 - $204.05 $8.08K - $8.98K
2.98K $588K
DDOG
Datadog, Inc.

Technology
24
+ 1.19%
$124.52 - $155.15 $2.99K - $3.72K
2.05K $291K
ST
Sensata Technologies Holding PLC

Technology
450
+ 3.11%
$29.37 - $33.52 $13.2K - $15.1K
14.9K $455K
XLF
Financial Sector Spdr

ETFs
1
+ 0.01%
$51.37 - $54.25 $51.4 - $54.3
11.4K $613K
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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