Legacy Wealth Asset Management, LLC Reduced Holdings in Q2 2025

Legacy Wealth Asset Management, LLC

  • $331 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OLED
Universal Display Corp Pa

Technology
-390
- 13.77%
$106.6 - $161.02 $41.6K - $62.8K
2.44K $377K
SNA
Snap On Inc

Industrials
-9
- 0.91%
$292.36 - $342.2 $2.63K - $3.08K
979 $304K
BOKF
Bok Financial Corp

Financial Services
-20
- 0.51%
$87.86 - $103.42 $1.76K - $2.07K
3.94K $384K
XEL
Xcel Energy Inc

Utilities
-67
- 0.81%
$65.65 - $72.39 $4.4K - $4.85K
8.2K $558K
ERIC
Ericsson Lm Telephone CO

Technology
-11.8K
- 11.47%
$6.77 - $8.86 $79.8K - $104K
90.9K $771K
PRGO
Perrigo CO PLC

Healthcare
-36
- 0.2%
$24.36 - $27.91 $877 - $1K
18.3K $488K
AFG
American Financial Group Inc

Financial Services
-1
- 0.02%
$116.9 - $132.12 $117 - $132
4.73K $596K
CL
Colgate Palmolive CO

Consumer Defensive
-28
- 0.4%
$87.57 - $96.0 $2.45K - $2.69K
6.95K $631K
ADSK
Autodesk, Inc.

Technology
-77
- 1.03%
N/A
7.38K $1.81M
KO
Coca Cola CO

Consumer Defensive
-29
- 0.16%
$68.37 - $73.9 $1.98K - $2.14K
17.8K $1.26M
BCPC
Balchem Corp

Basic Materials
-4
- 0.14%
$150.5 - $170.45 $602 - $682
2.8K $445K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-70
- 1.32%
$84.41 - $106.28 $5.91K - $7.44K
5.23K $496K
AMT
American Tower Corp

Real Estate
-172
- 2.31%
$203.96 - $228.19 $35.1K - $39.2K
7.27K $1.61M
WELL
Welltower Inc.

Real Estate
-83
- 1.71%
$136.49 - $155.22 $11.3K - $12.9K
4.77K $733K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-49
- 0.51%
$63.54 - $68.5 $3.11K - $3.36K
9.63K $649K
IBN
Icici Bank LTD

Financial Services
-5.08K
- 6.55%
$30.16 - $34.39 $153K - $175K
72.5K $2.44M
SO
Southern CO

Utilities
-45
- 0.46%
$84.91 - $92.56 $3.82K - $4.17K
9.82K $902K
MFC
Manulife Financial Corp

Financial Services
-769
- 3.25%
$26.93 - $32.44 $20.7K - $24.9K
22.9K $730K
TJX
Tjx Companies Inc

Consumer Cyclical
-108
- 1.62%
$119.13 - $135.03 $12.9K - $14.6K
6.55K $808K
Linde PLC
-245
- 3.47%
N/A
6.82K $0
Lam Research Corp
-1
- 0.01%
N/A
13.2K $0
Rb Global Inc
-425
- 5.29%
N/A
7.6K $0
CRH.L
Crh PLC

Basic Materials
-4.04K
- 33.77%
N/A
7.92K $0
Blackrock Inc
-12
- 1.39%
N/A
853 $0
Natwest Group PLC
-8.92K
- 10.43%
N/A
76.6K $0
Grayscale Bitcoin Mini Tr Et
-425
- 2.34%
N/A
17.8K $0
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.1%
$335.24 - $380.78 $670 - $762
1.98K $727K
Thomson Reuters Corp
-1.73K
- 14.48%
N/A
10.2K $0
ADP
Automatic Data Processing Inc

Industrials
-21
- 0.83%
$276.76 - $326.81 $5.81K - $6.86K
2.52K $776K
Fidelity Wise Origin Bitcoin
-2.44K
- 0.79%
N/A
305K $0
HLN
Haleon PLC

Healthcare
-762
- 1.12%
$9.27 - $11.41 $7.06K - $8.69K
67.1K $695K
GMAB
Genmab A/S

Healthcare
-2.35K
- 4.76%
$17.98 - $23.09 $42.2K - $54.2K
47K $971K
HSBC
Hsbc Holdings PLC

Financial Services
-602
- 4.78%
$46.68 - $61.09 $28.1K - $36.8K
12K $728K
CTSH
Cognizant Technology Solutions Corp

Technology
-61
- 1.05%
$66.47 - $81.81 $4.05K - $4.99K
5.77K $450K
MMM
3 M CO

Industrials
-266
- 2.64%
$126.09 - $154.15 $33.5K - $41K
9.83K $1.5M
ABT
Abbott Laboratories

Healthcare
-31
- 0.55%
$123.95 - $138.08 $3.84K - $4.28K
5.66K $769K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-1.54K
- 7.64%
$51.28 - $64.94 $79.1K - $100K
18.7K $1.19M
SPGI
S&P Global Inc.

Financial Services
-2
- 0.13%
$438.31 - $527.29 $877 - $1.05K
1.55K $818K
PAYC
Paycom Software, Inc.

Technology
-85
- 2.21%
$193.07 - $265.71 $16.4K - $22.6K
3.76K $869K
TRU
Trans Union

Industrials
-100
- 1.3%
$69.26 - $91.89 $6.93K - $9.19K
7.6K $668K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-15.4K
- 11.39%
$13.24 - $18.0 $204K - $277K
120K $2.03M
FIS
Fidelity National Information Services, Inc.

Technology
-160
- 2.37%
$68.14 - $82.13 $10.9K - $13.1K
6.59K $536K
RELX
Relx PLC

Communication Services
-363
- 2.62%
$45.31 - $55.66 $16.4K - $20.2K
13.5K $731K
LYG
Lloyds Banking Group PLC

Financial Services
-11.5K
- 5.9%
$3.32 - $4.29 $38.2K - $49.4K
184K $779K
ING
Ing Groep Nv

Financial Services
-2.75K
- 6.65%
$16.62 - $21.98 $45.8K - $60.5K
38.7K $846K
GM
General Motors CO

Consumer Cyclical
-17
- 0.09%
$42.48 - $50.46 $722 - $858
18.3K $900K
MTB
M&T Bank Corp

Financial Services
-28
- 0.95%
$156.58 - $193.99 $4.38K - $5.43K
2.93K $568K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-142
- 0.53%
$26.27 - $28.07 $3.73K - $3.99K
26.7K $749K
ICE
Intercontinental Exchange, Inc.

Financial Services
-234
- 3.03%
$151.62 - $183.47 $35.5K - $42.9K
7.49K $1.37M
Activity Summary
Buys All Purchases 188 New Holdings 26 Increased Positions 162 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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