Legacy Wealth Asset Management, LLC Incresed Positions in Q3 2024

Legacy Wealth Asset Management, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HSBC
Hsbc Holdings PLC

Financial Services
64
+ 0.49%
$40.42 - $45.91 $2.59K - $2.94K
13.1K $592K
CSX
Csx Corp

Industrials
94
+ 0.48%
$32.48 - $35.45 $3.05K - $3.33K
19.7K $678K
NICE
Nice Ltd.

Technology
108
+ 4.46%
$154.95 - $184.96 $16.7K - $20K
2.53K $439K
RE
Everest Re Group LTD

Financial Services
50
+ 3.55%
N/A
1.46K $541K
XOM
Exxon Mobil Corp

Energy
28
+ 0.4%
$109.72 - $119.0 $3.07K - $3.33K
7.07K $828K
USFR
Wisdomtree Floating Rate Treas

ETFs
418
+ 1.33%
$50.2 - $50.48 $21K - $21.1K
31.9K $1.6M
UPS
United Parcel Service Inc

Industrials
136
+ 3.72%
$123.32 - $147.38 $16.8K - $20K
3.79K $517K
AVY
Avery Dennison Corp

Industrials
64
+ 4.52%
$202.27 - $224.18 $12.9K - $14.3K
1.48K $326K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
49
+ 0.67%
$66.55 - $74.93 $3.26K - $3.67K
7.41K $534K
MGA
Magna International Inc

Consumer Cyclical
542
+ 6.37%
$38.03 - $45.82 $20.6K - $24.8K
9.05K $371K
AMH
American Homes 4 Rent

Real Estate
54
+ 0.59%
$34.87 - $41.14 $1.88K - $2.22K
9.17K $352K
CNI
Canadian National Railway CO

Industrials
218
+ 1.66%
$110.1 - $123.65 $24K - $27K
13.3K $1.56M
PUK
Prudential PLC

Financial Services
225
+ 0.88%
$16.07 - $19.33 $3.62K - $4.35K
25.9K $480K
ESS
Essex Property Trust, Inc.

Real Estate
35
+ 4.73%
$272.82 - $272.82 $9.55K - $9.55K
775 $211K
SWN
Southwestern Energy CO

Energy
278
+ 1.31%
$6.0 - $7.15 $1.67K - $1.99K
21.4K $152K
AIV
Apartment Investment & Management CO

Real Estate
133
+ 1.17%
$8.2 - $9.38 $1.09K - $1.25K
11.5K $103K
CHD
Church & Dwight CO Inc

Consumer Defensive
52
+ 1.88%
$98.01 - $106.59 $5.1K - $5.54K
2.82K $295K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
46
+ 1.62%
$104.47 - $116.17 $4.81K - $5.34K
2.89K $311K
CPRT
Copart Inc

Consumer Cyclical
261
+ 3.75%
$49.19 - $55.54 $12.8K - $14.5K
7.23K $378K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
+ 0.83%
$460.0 - $505.78 $5.52K - $6.07K
1.46K $678K
Atlassian Corporation
70
+ 2.08%
N/A
3.43K $0
UHALB
Amerco Com Ser N
66
+ 0.76%
N/A
8.7K $0
HEIA
Heico Crp Cl A
18
+ 0.66%
N/A
2.73K $0
Fidelity Wise Origin Bitcoin
301
+ 0.09%
N/A
337K $0
FN
Fabrinet

Technology
43
+ 3.23%
$193.84 - $273.5 $8.34K - $11.8K
1.38K $325K
RJF
Raymond James Financial Inc

Financial Services
11
+ 0.44%
$106.39 - $125.13 $1.17K - $1.38K
2.53K $310K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
131
+ 0.34%
$13.31 - $15.65 $1.74K - $2.05K
38.5K $555K
CX
Cemex Sab De Cv

Basic Materials
2.65K
+ 3.62%
$5.6 - $6.88 $14.9K - $18.3K
75.9K $462K
ADSK
Autodesk, Inc.

Technology
19
+ 0.24%
$245.83 - $245.83 $4.67K - $4.67K
7.8K $1.92M
SAIA
Saia Inc

Industrials
30
+ 4.05%
$367.6 - $509.42 $11K - $15.3K
770 $336K
ST
Sensata Technologies Holding PLC

Technology
12
+ 0.12%
$34.15 - $42.3 $410 - $508
10.2K $367K
WM
Waste Management Inc

Industrials
2
+ 0.07%
$196.96 - $223.45 $394 - $447
2.99K $619K
WTM
White Mountains Insurance Group LTD

Financial Services
10
+ 3.26%
$1671.79 - $1844.24 $16.7K - $18.4K
317 $537K
WST
West Pharmaceutical Services Inc

Healthcare
13
+ 1.58%
$277.16 - $333.3 $3.6K - $4.33K
836 $250K
GMAB
Genmab A/S

Healthcare
471
+ 1.06%
$23.84 - $28.48 $11.2K - $13.4K
45K $1.1M
HON
Honeywell International Inc

Industrials
7
+ 0.21%
$196.73 - $220.21 $1.38K - $1.54K
3.35K $691K
QLYS
Qualys, Inc.

Technology
37
+ 1.89%
$120.88 - $149.14 $4.47K - $5.52K
1.99K $256K
CNQ
Canadian Natural Resources LTD

Energy
209
+ 1.27%
$31.97 - $37.41 $6.68K - $7.82K
16.7K $553K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
16
+ 0.24%
$76.83 - $91.38 $1.23K - $1.46K
6.69K $551K
EL
Estee Lauder Companies Inc

Consumer Defensive
35
+ 0.61%
$84.18 - $106.5 $2.95K - $3.73K
5.82K $579K
MSA
Msa Safety Inc

Industrials
72
+ 1.35%
$167.74 - $199.9 $12.1K - $14.4K
5.42K $960K
CVX
Chevron Corp

Energy
27
+ 0.51%
$137.88 - $161.97 $3.72K - $4.37K
5.34K $786K
SHEL
Shell PLC

Energy
47
+ 0.57%
$65.65 - $73.28 $3.09K - $3.44K
8.29K $546K
BP
Bp PLC

Energy
425
+ 3.16%
$30.78 - $37.05 $13.1K - $15.7K
13.9K $435K
COP
Conocophillips

Energy
32
+ 0.48%
$102.3 - $116.61 $3.27K - $3.73K
6.72K $706K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.41K
+ 5.02%
$49.83 - $62.75 $70.2K - $88.4K
29.5K $1.7M
BIIB
Biogen Inc.

Healthcare
86
+ 4.11%
$189.07 - $236.8 $16.3K - $20.4K
2.18K $421K
SLB
Schlumberger Limited

Energy
157
+ 1.09%
$39.57 - $49.67 $6.21K - $7.8K
14.6K $612K
SCHW
Schwab Charles Corp

Financial Services
174
+ 1.93%
$61.74 - $76.08 $10.7K - $13.2K
9.2K $596K
Activity Summary
Buys All Purchases 187 New Holdings 21 Increased Positions 166 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email