Legacy Wealth Asset Management, LLC Reduced Holdings in Q1 2025

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-5.46K
- 51.75%
$300.91 - $398.25 $1.64M - $2.18M
5.09K $1.59M
AVGO
Broadcom Inc.

Technology
-855
- 3.83%
$167.43 - $244.7 $143K - $209K
21.4K $3.59M
ALC
Alcon Inc

Healthcare
-16.6K
- 69.9%
$82.73 - $96.8 $1.37M - $1.61M
7.15K $678K
ASML
Asml Holding Nv

Technology
-1.64K
- 59.01%
$662.63 - $776.99 $1.08M - $1.27M
1.14K $753K
NVDA
Nvidia Corp

Technology
-1.77K
- 4.71%
$106.98 - $149.43 $190K - $265K
35.9K $3.89M
EFV
Msci Eafe Value ETF

ETFs
-20.8K
- 81.89%
$51.88 - $60.73 $1.08M - $1.26M
4.59K $273K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.06K
- 5.65%
$62.43 - $84.12 $253K - $341K
67.7K $4.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.3K
- 16.54%
$165.25 - $224.62 $381K - $517K
11.6K $1.93M
IEMG
Ishares Inc

ETFs
-14.6K
- 72.35%
N/A
5.57K $298K
NOW
Service Now, Inc.

Technology
-99
- 3.77%
$783.83 - $1170.39 $77.6K - $116K
2.52K $2.01M
AAON
Aaon, Inc.

Industrials
-1.08K
- 10.49%
$73.52 - $136.95 $79.3K - $148K
9.2K $718K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-4.13K
- 16.97%
$55.84 - $70.58 $231K - $291K
20.2K $1.16M
EVR
Evercore Inc.

Financial Services
-171
- 3.65%
$190.28 - $291.27 $32.5K - $49.8K
4.52K $902K
ASX
Ase Technology Holding Co., Ltd.

Technology
-2.75K
- 1.04%
$8.76 - $11.36 $24.1K - $31.2K
261K $2.29M
SAP
Sap Se

Technology
-2.24K
- 19.66%
$241.4 - $293.69 $540K - $657K
9.14K $2.45M
CW
Curtiss Wright Corp

Industrials
-423
- 7.68%
$304.82 - $384.07 $129K - $162K
5.09K $1.61M
TTEK
Tetra Tech Inc

Industrials
-492
- 1.6%
$28.26 - $42.58 $13.9K - $20.9K
30.3K $886K
EQIX
Equinix Inc

Real Estate
-43
- 2.04%
$803.0 - $959.97 $34.5K - $41.3K
2.07K $1.69M
SSNC
Ss&C Technologies Holdings Inc

Technology
-4.37K
- 36.35%
$74.75 - $89.13 $326K - $389K
7.64K $638K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 3.39%
$4295.4 - $5141.88 $73K - $87.4K
484 $2.23M
FSS
Federal Signal Corp

Industrials
-445
- 3.4%
$75.18 - $101.32 $33.5K - $45.1K
12.6K $950K
ISRG
Intuitive Surgical Inc

Healthcare
-191
- 3.58%
$476.63 - $610.45 $91K - $117K
5.15K $2.55M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-146
- 7.13%
$111.56 - $223.11 $16.3K - $32.6K
1.9K $212K
USPH
U S Physical Therapy Inc

Healthcare
-264
- 2.78%
$71.93 - $90.88 $19K - $24K
9.25K $665K
UFPI
Ufp Industries Inc

Basic Materials
-1.33K
- 26.04%
$103.91 - $118.67 $139K - $158K
3.79K $402K
IOSP
Innospec Inc.

Basic Materials
-660
- 12.2%
$95.2 - $116.61 $62.8K - $77K
4.75K $452K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-2.38K
- 43.34%
$88.0 - $115.5 $209K - $275K
3.11K $355K
NPO
Enpro Industries, Inc

Industrials
-481
- 7.87%
$161.21 - $207.46 $77.5K - $99.8K
5.63K $918K
BWXT
Bwx Technologies, Inc.

Industrials
-241
- 2.87%
$96.59 - $128.46 $23.3K - $31K
8.16K $804K
GM
General Motors CO

Consumer Cyclical
-293
- 1.57%
$45.22 - $54.92 $13.2K - $16.1K
18.3K $861K
SPG
Simon Property Group Inc

Real Estate
-214
- 1.54%
$159.48 - $187.78 $34.1K - $40.2K
13.7K $2.28M
ROST
Ross Stores, Inc.

Consumer Cyclical
-36
- 0.73%
$123.3 - $154.95 $4.44K - $5.58K
4.9K $626K
FMC
Fmc Corp

Basic Materials
-765
- 6.1%
$34.54 - $56.38 $26.4K - $43.1K
11.8K $497K
EME
Emcor Group, Inc.

Industrials
-88
- 9.38%
$361.16 - $535.99 $31.8K - $47.2K
850 $314K
VVV
Valvoline Inc

Energy
-2.77K
- 32.06%
$34.44 - $40.19 $95.3K - $111K
5.87K $204K
CAT
Caterpillar Inc

Industrials
-47
- 1.68%
$326.75 - $407.63 $15.4K - $19.2K
2.76K $908K
MSA
Msa Safety Inc

Industrials
-94
- 1.8%
$146.69 - $166.47 $13.8K - $15.6K
5.14K $760K
AVNT
Avient Corp

Basic Materials
-1.73K
- 15.85%
$36.91 - $44.21 $63.8K - $76.4K
9.18K $338K
PSTG
Pure Storage, Inc.

Technology
-134
- 2.31%
$44.27 - $72.37 $5.93K - $9.7K
5.66K $250K
SHOP
Shopify Inc.

Technology
-257
- 3.31%
$90.59 - $129.31 $23.3K - $33.2K
7.52K $726K
USB
Us Bancorp \De\

Financial Services
-254
- 1.61%
$40.92 - $50.9 $10.4K - $12.9K
15.5K $653K
FDX
Fedex Corp

Industrials
-6
- 0.24%
$230.33 - $281.53 $1.38K - $1.69K
2.49K $607K
SPSC
Sps Commerce Inc

Technology
-14
- 0.78%
$123.05 - $197.4 $1.72K - $2.76K
1.79K $238K
GDDY
Go Daddy Inc.

Technology
-291
- 13.98%
$172.13 - $214.35 $50.1K - $62.4K
1.79K $322K
IPAR
Inter Parfums Inc

Consumer Defensive
-113
- 2.14%
$117.26 - $144.54 $13.3K - $16.3K
5.18K $607K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-68
- 1.6%
$168.84 - $202.89 $11.5K - $13.8K
4.19K $736K
AMG
Affiliated Managers Group, Inc.

Financial Services
-71
- 1.78%
$154.65 - $189.71 $11K - $13.5K
3.91K $653K
TRU
Trans Union

Industrials
-87
- 1.12%
$80.45 - $100.25 $7K - $8.72K
7.7K $638K
SAIA
Saia Inc

Industrials
-35
- 4.94%
$349.29 - $508.47 $12.2K - $17.8K
674 $241K
Activity Summary
Buys All Purchases 132 New Holdings 20 Increased Positions 112 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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