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
Celestica Inc
43
+ 0.89%
N/A
4.88K $0
UHALB
Amerco Com Ser N
44
+ 0.47%
N/A
9.32K $0
LMAT
Lemaitre Vascular Inc

Healthcare
4
+ 0.05%
$77.89 - $92.6 $312 - $370
8.03K $666K
HEIA
Heico Crp Cl A
21
+ 0.79%
N/A
2.68K $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
8
+ 0.33%
$99.97 - $129.69 $800 - $1.04K
2.4K $250K
ROST
Ross Stores, Inc.

Consumer Cyclical
9
+ 0.18%
$126.62 - $154.26 $1.14K - $1.39K
4.91K $626K
Atlassian Corporation
50
+ 1.67%
N/A
3.05K $0
Te Connectivity PLC
46
+ 0.37%
N/A
12.5K $0
Canadian Pacific Kansas City
30
+ 0.12%
N/A
26.1K $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
5
+ 0.3%
$419.99 - $501.97 $2.1K - $2.51K
1.69K $816K
SSNC
Ss&C Technologies Holdings Inc

Technology
2
+ 0.03%
$71.96 - $83.42 $144 - $167
7.65K $633K
LANC
Lancaster Colony Corp

Consumer Defensive
3
+ 0.08%
$159.67 - $192.9 $479 - $579
3.85K $665K
RIO
Rio Tinto PLC

Basic Materials
126
+ 1.54%
$52.32 - $62.75 $6.59K - $7.91K
8.29K $483K
PHG
Koninklijke Philips Nv

Healthcare
2.99K
+ 5.34%
$21.67 - $25.64 $64.8K - $76.6K
59K $1.41M
MTH
Meritage Homes Corp

Consumer Cyclical
24
+ 0.78%
$62.44 - $71.44 $1.5K - $1.71K
3.08K $206K
AVB
Avalonbay Communities Inc

Real Estate
9
+ 0.92%
$187.23 - $215.61 $1.69K - $1.94K
988 $201K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.22%
$313.51 - $363.51 $1.25K - $1.45K
1.8K $618K
NOC
Northrop Grumman Corp

Industrials
8
+ 0.79%
$456.3 - $540.39 $3.65K - $4.32K
1.02K $509K
SHEL
Shell PLC

Energy
98
+ 1.19%
$59.75 - $73.05 $5.86K - $7.16K
8.36K $588K
NEE
Nextera Energy Inc

Utilities
38
+ 0.39%
$64.11 - $75.0 $2.44K - $2.85K
9.7K $673K
AMH
American Homes 4 Rent

Real Estate
89
+ 0.98%
$32.8 - $39.31 $2.92K - $3.5K
9.15K $330K
CCI
Crown Castle International Corp

Real Estate
30
+ 0.28%
$94.83 - $107.06 $2.84K - $3.21K
10.9K $1.12M
VTR
Ventas, Inc.

Real Estate
158
+ 3.78%
$62.45 - $70.08 $9.87K - $11.1K
4.34K $273K
WPP
Wpp PLC

Communication Services
420
+ 4.1%
$32.03 - $40.64 $13.5K - $17.1K
10.7K $373K
PEN
Penumbra Inc

Healthcare
6
+ 0.4%
$253.22 - $299.78 $1.52K - $1.8K
1.51K $388K
BIIB
Biogen Inc.

Healthcare
91
+ 3.76%
$113.38 - $135.49 $10.3K - $12.3K
2.51K $315K
UNP
Union Pacific Corp

Industrials
6
+ 0.21%
$208.27 - $238.46 $1.25K - $1.43K
2.84K $652K
ELS
Equity Lifestyle Properties Inc

Real Estate
33
+ 0.84%
$61.46 - $68.02 $2.03K - $2.24K
3.97K $244K
UPS
United Parcel Service Inc

Industrials
139
+ 3.67%
$91.92 - $110.2 $12.8K - $15.3K
3.92K $396K
EGP
Eastgroup Properties Inc

Real Estate
18
+ 0.59%
$145.28 - $176.09 $2.62K - $3.17K
3.07K $512K
ACGL
Arch Capital Group Ltd.

Financial Services
104
+ 1.51%
$84.99 - $96.82 $8.84K - $10.1K
6.99K $636K
FDX
Fedex Corp

Industrials
56
+ 2.25%
$198.07 - $245.17 $11.1K - $13.7K
2.55K $579K
ZTS
Zoetis Inc.

Healthcare
26
+ 0.7%
$144.41 - $170.3 $3.75K - $4.43K
3.75K $585K
TCOM
Trip.Com Group LTD

Consumer Cyclical
184
+ 2.1%
$52.21 - $67.1 $9.61K - $12.3K
8.93K $523K
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.37%
$210.83 - $235.28 $2.53K - $2.82K
3.25K $720K
ACN
Accenture PLC

Technology
103
+ 2.02%
$279.23 - $323.21 $28.8K - $33.3K
5.2K $1.55M
BP
Bp PLC

Energy
453
+ 3.26%
$26.11 - $33.81 $11.8K - $15.3K
14.3K $429K
AAON
Aaon, Inc.

Industrials
7
+ 0.08%
$71.78 - $106.87 $502 - $748
9.2K $678K
EXP
Eagle Materials Inc

Basic Materials
10
+ 0.43%
$193.68 - $241.95 $1.94K - $2.42K
2.34K $472K
MDT
Medtronic PLC

Healthcare
10
+ 0.06%
$80.68 - $88.86 $807 - $889
16.9K $1.48M
ICLR
Icon PLC

Healthcare
147
+ 6.44%
$126.62 - $168.7 $18.6K - $24.8K
2.43K $353K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.15K
+ 2.97%
$11.11 - $14.46 $12.7K - $16.6K
39.7K $496K
EOG
Eog Resources Inc

Energy
10
+ 0.15%
$104.61 - $129.97 $1.05K - $1.3K
6.68K $798K
UTZ
Utz Brands, Inc.

Consumer Defensive
290
+ 0.72%
$11.62 - $14.29 $3.37K - $4.14K
40.8K $512K
SPG
Simon Property Group Inc

Real Estate
66
+ 0.48%
$140.37 - $171.44 $9.26K - $11.3K
13.8K $2.21M
PEP
Pepsico Inc

Consumer Defensive
42
+ 1.04%
$128.02 - $151.37 $5.38K - $6.36K
4.1K $541K
DD
Du Pont De Nemours, Inc.

Basic Materials
470
+ 2.87%
$55.13 - $75.25 $25.9K - $35.4K
16.9K $1.16M
XOM
Exxon Mobil Corp

Energy
38
+ 0.55%
$99.93 - $119.04 $3.8K - $4.52K
6.99K $753K
KHC
Kraft Heinz CO

Consumer Defensive
89
+ 0.45%
$25.61 - $30.81 $2.28K - $2.74K
20.1K $518K
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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