Legacy Wealth Asset Management, LLC New Holdings in Q4 2024

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ATR
Aptargroup, Inc.

Healthcare
5.46K
New
$156.73 - $176.15 $856K - $962K
5.46K $858K
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.9K
New
$75.1 - $82.99 $816K - $902K
10.9K $821K
IWS
Ishares Russell Midcap Value E

ETFs
4.83K
New
$128.08 - $140.32 $619K - $678K
4.83K $625K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.7K
New
$311.11 - $335.64 $529K - $570K
1.7K $547K
GDDY
Go Daddy Inc.

Technology
2.08K
New
$153.16 - $209.03 $319K - $435K
2.08K $410K
TPR
Tapestry, Inc.

Consumer Cyclical
5.23K
New
$43.54 - $66.18 $228K - $346K
5.23K $341K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.33K
New
$241.48 - $274.89 $322K - $367K
1.33K $338K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.94K
New
$87.56 - $119.8 $258K - $353K
2.94K $323K
IWR
Ishares Russell Mid Cap ETF

ETFs
3.62K
New
$87.25 - $95.52 $315K - $345K
3.62K $319K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.5K
New
$110.69 - $154.48 $277K - $386K
2.5K $317K
MCHP
Microchip Technology Inc

Technology
5.45K
New
$55.51 - $79.05 $302K - $431K
5.45K $312K
ELMD
Electromed, Inc.

Healthcare
8.55K
New
$20.9 - $31.06 $179K - $266K
8.55K $252K
MEOH
Methanex Corp

Basic Materials
4.41K
New
$38.97 - $49.94 $172K - $220K
4.41K $220K
THS
Tree House Foods, Inc.

Consumer Defensive
6.14K
New
$31.59 - $42.18 $194K - $259K
6.14K $215K
DLR
Digital Realty Trust, Inc.

Real Estate
1.16K
New
$156.46 - $195.69 $181K - $226K
1.16K $205K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
11.1K
New
$16.36 - $22.16 $182K - $246K
11.1K $185K
Blackrock Inc
882
New
N/A
882 $0
Lam Research Corp
13K
New
N/A
13K $0
Grayscale Bitcoin Mini Tr Et
18.3K
New
N/A
18.3K $0
Activity Summary
Buys All Purchases 82 New Holdings 20 Increased Positions 62 Sells All Sells 254 Reductions 254 Sold out 0 Options Calls 0 Puts 0
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