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
PRGO
Perrigo CO PLC

Healthcare
4.39K
+ 24.05%
$20.76 - $28.43 $91.2K - $125K
22.7K $504K
USFR
Wisdomtree Floating Rate Treas

ETFs
351
+ 1.07%
$50.23 - $50.48 $17.6K - $17.7K
33.3K $1.67M
NTR
Nutrien Ltd.

Basic Materials
193
+ 1.87%
$55.69 - $62.11 $10.7K - $12K
10.5K $618K
MCHP
Microchip Technology Inc

Technology
883
+ 13.3%
$60.95 - $75.26 $53.8K - $66.5K
7.52K $483K
CNQ
Canadian Natural Resources LTD

Energy
148
+ 0.89%
$29.31 - $32.93 $4.34K - $4.87K
16.8K $536K
TTE
Total Energies Se

Energy
209
+ 1.0%
N/A
21.1K $1.45M
EGP
Eastgroup Properties Inc

Real Estate
41
+ 1.34%
$159.46 - $169.88 $6.54K - $6.97K
3.11K $525K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
7
+ 0.1%
$40.43 - $42.78 $283 - $299
6.78K $288K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
641
+ 2.4%
$27.17 - $28.04 $17.4K - $18K
27.4K $761K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
174
+ 5.45%
$123.13 - $140.8 $21.4K - $24.5K
3.37K $432K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
411
+ 1.04%
$11.84 - $13.45 $4.87K - $5.53K
40.1K $507K
RACE
Ferrari N.V.

Consumer Cyclical
80
+ 1.59%
$436.24 - $517.65 $34.9K - $41.4K
5.1K $2.48M
ESS
Essex Property Trust, Inc.

Real Estate
39
+ 3.84%
N/A
1.05K $287K
AMGN
Amgen Inc

Healthcare
13
+ 0.5%
$271.18 - $309.22 $3.53K - $4.02K
2.62K $739K
RE
Everest Re Group LTD

Financial Services
25
+ 1.67%
N/A
1.52K $562K
BWX
Spdr Bloomberg International T

ETFs
887
+ 2.99%
$22.58 - $23.5 $20K - $20.8K
30.5K $702K
ONB
Old National Bancorp

Financial Services
29
+ 0.3%
$20.4 - $23.47 $592 - $681
9.75K $213K
FISV
Fiserv Inc

Technology
39
+ 1.03%
N/A
3.82K $477K
WM
Waste Management Inc

Industrials
127
+ 4.33%
$213.88 - $237.1 $27.2K - $30.1K
3.06K $675K
ACGL
Arch Capital Group Ltd.

Financial Services
54
+ 0.77%
$85.61 - $93.54 $4.62K - $5.05K
7.05K $639K
BMY
Bristol Myers Squibb CO

Healthcare
291
+ 2.85%
$43.31 - $48.98 $12.6K - $14.3K
10.5K $473K
UHALB
Amerco Com Ser N
431
+ 4.62%
N/A
9.75K $0
Thomson Reuters Corp
129
+ 1.26%
N/A
10.4K $0
SHG
Shinhan Financial Group CO LTD

Financial Services
3
+ 0.02%
N/A
17.9K $620K
Smurfit Westrock PLC
50
+ 0.37%
N/A
13.6K $0
Atlassian Corporation
60
+ 1.97%
N/A
3.11K $0
Strategy Shs
6.37K
+ 2.87%
N/A
228K $0
HEIA
Heico Crp Cl A
132
+ 4.93%
N/A
2.81K $0
Northern Lts Fd Tr Iv
513
+ 1.99%
N/A
26.3K $0
Linde PLC
859
+ 12.6%
N/A
7.68K $0
Fidelity Wise Origin Bitcoin
3K
+ 0.98%
N/A
308K $0
Cava Group Inc
643
+ 18.17%
N/A
4.18K $0
Blackrock Inc
1K
+ 117.58%
N/A
1.86K $0
Canadian Pacific Kansas City
343
+ 1.32%
N/A
26.4K $0
Lam Research Corp
8.27K
+ 62.45%
N/A
21.5K $0
PSA
Public Storage

Real Estate
15
+ 1.29%
$271.94 - $298.09 $4.08K - $4.47K
1.18K $341K
ELS
Equity Lifestyle Properties Inc

Real Estate
49
+ 1.24%
$58.43 - $62.12 $2.86K - $3.04K
4.02K $243K
BAH
Booz Allen Hamilton Holding Corp

Industrials
88
+ 3.66%
$97.53 - $115.95 $8.58K - $10.2K
2.49K $248K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
192
+ 2.5%
$61.86 - $71.34 $11.9K - $13.7K
7.87K $504K
ABT
Abbott Laboratories

Healthcare
33
+ 0.58%
$120.51 - $136.62 $3.98K - $4.51K
5.69K $762K
EQNR
Equinor Asa

Energy
437
+ 1.79%
$23.7 - $27.1 $10.4K - $11.8K
24.8K $604K
CME
Cme Group Inc.

Financial Services
15
+ 0.63%
$258.83 - $287.1 $3.88K - $4.31K
2.39K $646K
ERIC
Ericsson Lm Telephone CO

Technology
1.15K
+ 1.26%
$7.2 - $8.55 $8.27K - $9.82K
92.1K $761K
MAA
Mid America Apartment Communities Inc.

Real Estate
15
+ 1.02%
$138.38 - $153.2 $2.08K - $2.3K
1.49K $207K
PTEN
Patterson Uti Energy Inc

Energy
219
+ 1.36%
$5.18 - $6.6 $1.13K - $1.45K
16.3K $84K
EXR
Extra Space Storage Inc.

Real Estate
9
+ 0.42%
$134.36 - $152.88 $1.21K - $1.38K
2.14K $301K
MFC
Manulife Financial Corp

Financial Services
96
+ 0.42%
$29.9 - $32.34 $2.87K - $3.1K
23K $715K
DSGX
Descartes Systems Group Inc

Technology
78
+ 2.28%
$94.23 - $107.79 $7.35K - $8.41K
3.51K $330K
ZLAB
Zai Lab LTD

Healthcare
172
+ 0.78%
$28.4 - $40.51 $4.88K - $6.97K
22.1K $750K
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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