Legacy Wealth Asset Management, LLC Reduced Holdings in Q3 2025

Legacy Wealth Asset Management, LLC

  • $340 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DG
Dollar General Corp

Consumer Defensive
-16.8K
- 82.44%
$101.86 - $116.32 $1.71M - $1.95M
3.57K $369K
CSCO
Cisco Systems, Inc.

Technology
-22.8K
- 61.97%
$66.2 - $71.79 $1.51M - $1.64M
14K $959K
PGR
Progressive Corp

Financial Services
-5.32K
- 53.85%
$238.61 - $264.3 $1.27M - $1.41M
4.56K $1.13M
TFLO
Ishares Treasury Floating Rate

ETFs
-29.1K
- 14.13%
$50.45 - $50.65 $1.47M - $1.47M
177K $8.94M
ISRG
Intuitive Surgical Inc

Healthcare
-1.99K
- 40.9%
$433.66 - $544.47 $863K - $1.08M
2.88K $1.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-17.3K
- 52.18%
$38.58 - $58.24 $669K - $1.01M
15.9K $623K
EW
Edwards Lifesciences Corp

Healthcare
-12K
- 53.77%
$73.75 - $81.83 $882K - $978K
10.3K $799K
LLY
Eli Lilly & CO

Healthcare
-1.11K
- 34.07%
$625.65 - $812.69 $694K - $902K
2.15K $1.64M
ADSK
Autodesk, Inc.

Technology
-3.35K
- 45.37%
N/A
4.03K $991K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-109
- 24.66%
$5364.25 - $5815.92 $585K - $634K
333 $1.8M
CCI
Crown Castle International Corp

Real Estate
-6.53K
- 60.03%
$92.96 - $113.91 $607K - $744K
4.35K $419K
SPG
Simon Property Group Inc

Real Estate
-5.49K
- 39.84%
$159.93 - $187.67 $877K - $1.03M
8.28K $1.55M
IBM
International Business Machines Corp

Technology
-1.69K
- 30.02%
$234.77 - $292.47 $397K - $494K
3.94K $1.11M
NOW
Service Now, Inc.

Technology
-275
- 11.12%
$850.86 - $1044.69 $234K - $287K
2.2K $2.02M
UBS
Ubs Group Ag

Financial Services
-25.4K
- 30.47%
$33.77 - $42.38 $858K - $1.08M
58K $2.38M
BSX
Boston Scientific Corp

Healthcare
-2.23K
- 9.91%
$97.03 - $108.14 $216K - $241K
20.2K $1.98M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.68K
- 31.63%
$196.15 - $217.83 $330K - $366K
3.63K $731K
KO
Coca Cola CO

Consumer Defensive
-5.18K
- 29.07%
$65.67 - $71.67 $340K - $371K
12.6K $838K
ATR
Aptargroup, Inc.

Healthcare
-1.8K
- 26.4%
$130.82 - $161.82 $235K - $291K
5.01K $670K
LNTH
Lantheus Holdings, Inc.

Healthcare
-123
- 1.59%
$50.11 - $83.83 $6.16K - $10.3K
7.63K $391K
NVDA
Nvidia Corp

Technology
-6.39K
- 18.32%
$153.3 - $186.58 $980K - $1.19M
28.5K $5.32M
IPAR
Inter Parfums Inc

Consumer Defensive
-76
- 1.47%
$98.38 - $138.55 $7.48K - $10.5K
5.1K $501K
V
Visa Inc.

Financial Services
-172
- 2.81%
$332.09 - $358.86 $57.1K - $61.7K
5.94K $2.03M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-38
- 1.56%
$108.8 - $169.61 $4.13K - $6.45K
2.4K $260K
AFG
American Financial Group Inc

Financial Services
-1.55K
- 32.87%
$122.42 - $145.72 $190K - $226K
3.17K $462K
AMD
Advanced Micro Devices Inc

Technology
-2.69K
- 17.33%
$134.8 - $184.42 $362K - $496K
12.8K $2.08M
TMUS
T Mobile Us, Inc.

Communication Services
-528
- 11.16%
$226.02 - $259.01 $119K - $137K
4.2K $1.01M
BKR
Baker Hughes CO

Energy
-5.15K
- 40.95%
$38.68 - $50.55 $199K - $261K
7.43K $362K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-45
- 2.67%
$415.15 - $489.89 $18.7K - $22K
1.64K $698K
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 1.06%
$2292.04 - $2514.05 $9.17K - $10.1K
375 $876K
SYK
Stryker Corp

Healthcare
-132
- 5.25%
$368.57 - $403.53 $48.7K - $53.3K
2.38K $880K
FIS
Fidelity National Information Services, Inc.

Technology
-24
- 0.36%
$63.37 - $82.35 $1.52K - $1.98K
6.57K $433K
LKQ
Lkq Corp

Consumer Cyclical
-147
- 0.97%
$29.24 - $39.21 $4.3K - $5.76K
15K $458K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-1.82K
- 9.73%
$63.69 - $72.67 $116K - $132K
16.8K $1.09M
HLN
Haleon PLC

Healthcare
-84
- 0.13%
$8.72 - $10.35 $732 - $869
67K $601K
TTEK
Tetra Tech Inc

Industrials
-443
- 1.44%
$33.1 - $38.34 $14.7K - $17K
30.3K $1.01M
UFPI
Ufp Industries Inc

Basic Materials
-792
- 24.26%
$91.8 - $108.49 $72.7K - $85.9K
2.47K $231K
TRNO
Terreno Realty Corp

Real Estate
-1.33K
- 8.59%
$53.01 - $59.08 $70.3K - $78.4K
14.1K $801K
AVGO
Broadcom Inc.

Technology
-3.58K
- 17.33%
$264.74 - $369.57 $947K - $1.32M
17.1K $5.63M
SO
Southern CO

Utilities
-918
- 9.34%
$90.83 - $96.0 $83.4K - $88.1K
8.91K $844K
AMG
Affiliated Managers Group, Inc.

Financial Services
-897
- 23.21%
$198.72 - $244.34 $178K - $219K
2.97K $707K
EOG
Eog Resources Inc

Energy
-2
- 0.03%
$112.12 - $126.1 $224 - $252
6.68K $748K
HEI
Heico Corp

Industrials
-125
- 10.31%
$304.5 - $337.56 $38.1K - $42.2K
1.09K $350K
EQIX
Equinix Inc

Real Estate
-23
- 1.12%
$756.7 - $811.13 $17.4K - $18.7K
2.03K $1.59M
IOSP
Innospec Inc.

Basic Materials
-89
- 2.14%
$77.06 - $89.32 $6.86K - $7.95K
4.06K $313K
PINS
Pinterest, Inc.

Communication Services
-100
- 1.09%
$32.17 - $39.17 $3.22K - $3.92K
9.05K $291K
BCPC
Balchem Corp

Basic Materials
-47
- 1.68%
$148.82 - $165.12 $6.99K - $7.76K
2.75K $412K
OLED
Universal Display Corp Pa

Technology
-39
- 1.6%
$134.16 - $161.44 $5.23K - $6.3K
2.4K $345K
COP
Conocophillips

Energy
-721
- 9.75%
$91.0 - $98.99 $65.6K - $71.4K
6.67K $631K
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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