Legacy Wealth Asset Management, LLC Reduced Holdings in Q3 2024

Legacy Wealth Asset Management, LLC

  • $337 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-57.5K
- 22.75%
$50.42 - $50.66 $2.9M - $2.91M
195K $9.88M
NVDA
Nvidia Corp

Technology
-7.04K
- 13.59%
$98.91 - $134.91 $697K - $950K
44.8K $5.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.25K
- 26.53%
$147.95 - $191.05 $776K - $1M
14.5K $2.52M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.69K
- 2.83%
$42.59 - $60.56 $115K - $163K
92.2K $4.65M
LLY
Eli Lilly & CO

Healthcare
-230
- 6.04%
$772.14 - $960.02 $178K - $221K
3.58K $3.17M
MLPA
Global X Mlp ETF

ETFs
-3.84K
- 2.45%
$45.78 - $49.84 $176K - $191K
153K $7.34M
WY
Weyerhaeuser CO

Real Estate
-9.23K
- 51.2%
$27.05 - $33.84 $250K - $312K
8.8K $297K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-1.66K
- 28.54%
$111.59 - $129.08 $185K - $214K
4.15K $493K
SAN
Banco Santander, S.A.

Financial Services
-55K
- 18.8%
$4.37 - $5.16 $240K - $284K
237K $1.21M
ING
Ing Groep Nv

Financial Services
-10.7K
- 20.37%
$16.55 - $18.66 $177K - $200K
41.8K $759K
UCIB
Ubs Ag

ETFs
-4.58K
- 3.77%
$23.06 - $27.0 $106K - $124K
117K $3.03M
HDB
Hdfc Bank LTD

Financial Services
-984
- 2.66%
$58.04 - $66.97 $57.1K - $65.9K
36.1K $2.26M
ENTG
Entegris Inc

Technology
-461
- 13.77%
$98.09 - $146.48 $45.2K - $67.5K
2.89K $325K
STE
Steris PLC

Healthcare
-950
- 20.07%
$213.51 - $247.14 $203K - $235K
3.78K $917K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-2.81K
- 19.56%
$33.49 - $43.24 $94.1K - $121K
11.6K $434K
SAP
Sap Se

Technology
-2.11K
- 15.29%
$197.21 - $231.0 $417K - $488K
11.7K $2.68M
E
Eni Spa

Energy
-2.16K
- 5.42%
$30.16 - $32.88 $65.2K - $71.1K
37.7K $1.14M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-18.8K
- 11.49%
$9.55 - $11.13 $180K - $209K
145K $1.57M
USPH
U S Physical Therapy Inc

Healthcare
-57
- 0.66%
$81.64 - $98.68 $4.65K - $5.62K
8.56K $724K
FDX
Fedex Corp

Industrials
-13
- 0.51%
$254.64 - $313.52 $3.31K - $4.08K
2.53K $692K
FIS
Fidelity National Information Services, Inc.

Technology
-1.69K
- 18.88%
$72.8 - $85.04 $123K - $144K
7.28K $609K
IOSP
Innospec Inc.

Basic Materials
-31
- 0.56%
$104.8 - $131.4 $3.25K - $4.07K
5.52K $623K
CSGS
Csg Systems International Inc

Technology
-2.58K
- 29.86%
$40.08 - $48.65 $103K - $125K
6.05K $294K
ICLR
Icon PLC

Healthcare
-14
- 0.63%
$280.48 - $346.2 $3.93K - $4.85K
2.19K $630K
LANC
Lancaster Colony Corp

Consumer Defensive
-22
- 0.55%
$167.65 - $198.49 $3.69K - $4.37K
4.01K $707K
MPWR
Monolithic Power Systems Inc

Technology
-118
- 20.1%
$757.04 - $947.16 $89.3K - $112K
469 $433K
POWI
Power Integrations Inc

Technology
-56
- 0.77%
$57.86 - $78.46 $3.24K - $4.39K
7.18K $460K
HMC
Honda Motor CO LTD

Consumer Cyclical
-249
- 0.36%
$29.02 - $33.61 $7.23K - $8.37K
69.4K $2.2M
GM
General Motors CO

Consumer Cyclical
-78
- 0.4%
$39.95 - $49.9 $3.12K - $3.89K
19.5K $875K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.49K
- 15.27%
$41.9 - $48.26 $62.5K - $72K
8.28K $396K
CHX
Champion X Corp

Energy
-112
- 1.29%
$28.19 - $35.09 $3.16K - $3.93K
8.56K $258K
LKQ
Lkq Corp

Consumer Cyclical
-280
- 2.48%
$38.47 - $46.03 $10.8K - $12.9K
11K $438K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-5.15K
- 13.54%
$18.12 - $21.31 $93.3K - $110K
32.9K $700K
CIB
Bancolombia Sa

Financial Services
-20
- 0.11%
$30.73 - $34.79 $615 - $696
17.4K $546K
EOG
Eog Resources Inc

Energy
-5
- 0.07%
$117.9 - $132.65 $590 - $663
6.76K $831K
UFPI
Ufp Industries Inc

Basic Materials
-1.19K
- 16.4%
$107.65 - $135.34 $128K - $161K
6.07K $795K
MSFT
Microsoft Corp

Technology
-2
- 0.25%
$395.15 - $467.56 $790 - $935
801 $344K
VEA
Vanguard Ftse Developed Market

ETFs
-544
- 11.99%
$47.6 - $53.31 $25.9K - $29K
3.99K $210K
EME
Emcor Group, Inc.

Industrials
-210
- 16.75%
$340.22 - $435.6 $71.4K - $91.5K
1.04K $449K
OLED
Universal Display Corp Pa

Technology
-18
- 0.61%
$157.72 - $236.42 $2.84K - $4.26K
2.95K $619K
KMPR
Kemper Corp

Financial Services
-176
- 4.94%
$57.86 - $65.76 $10.2K - $11.6K
3.39K $207K
FNB
Fnb Corp

Financial Services
-563
- 4.45%
$13.41 - $15.55 $7.55K - $8.75K
12.1K $170K
INT
World Fuel Services Corp

Energy
-105
- 1.14%
N/A
9.08K $199K
IBN
Icici Bank LTD

Financial Services
-2.81K
- 3.58%
$27.58 - $31.38 $77.6K - $88.3K
75.8K $2.26M
FISV
Fiserv Inc

Technology
-8
- 0.2%
N/A
3.97K $497K
Rb Global Inc
-459
- 5.3%
N/A
8.21K $0
Natwest Group PLC
-2.52K
- 2.62%
N/A
93.9K $0
Crane Company
-949
- 28.19%
N/A
2.42K $0
CRH.L
Crh PLC

Basic Materials
-2.38K
- 14.71%
N/A
13.8K $0
Activity Summary
Buys All Purchases 187 New Holdings 21 Increased Positions 166 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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