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
ERIC
Ericsson Lm Telephone CO

Technology
-10.2K
- 8.48%
$6.19 - $7.77 $63K - $79.1K
110K $832K
CPNG
Coupang, Inc.

Consumer Cyclical
-68
- 0.25%
$19.79 - $24.92 $1.35K - $1.69K
26.7K $655K
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.11%
$233.44 - $279.45 $700 - $838
2.62K $725K
CPK
Chesapeake Utilities Corp

Utilities
-27
- 0.46%
$106.02 - $124.17 $2.86K - $3.35K
5.85K $725K
DUK
Duke Energy Corp

Utilities
-5
- 0.07%
$99.35 - $117.71 $497 - $589
7.02K $809K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-49
- 0.89%
$74.21 - $96.5 $3.64K - $4.73K
5.45K $523K
LYV
Live Nation Entertainment, Inc.

Communication Services
-35
- 0.5%
$88.06 - $109.5 $3.08K - $3.83K
7K $765K
MDT
Medtronic PLC

Healthcare
-1.08K
- 5.95%
$76.84 - $91.03 $82.7K - $97.9K
17K $1.53M
SPGI
S&P Global Inc.

Financial Services
-18
- 1.09%
$446.32 - $527.38 $8.03K - $9.49K
1.64K $846K
SSNC
Ss&C Technologies Holdings Inc

Technology
-469
- 3.62%
$61.42 - $76.46 $28.8K - $35.9K
12.5K $926K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-44
- 0.99%
$156.14 - $187.2 $6.87K - $8.24K
4.42K $816K
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.29%
$333.64 - $405.2 $2K - $2.43K
2.05K $829K
SO
Southern CO

Utilities
-26
- 0.26%
$77.0 - $90.52 $2K - $2.35K
10.2K $916K
RTX
Raytheon Technologies Corp

Industrials
-29
- 0.46%
$99.55 - $123.34 $2.89K - $3.58K
6.29K $762K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-570
- 1.89%
$72.22 - $81.88 $41.2K - $46.7K
29.5K $2.32M
NEE
Nextera Energy Inc

Utilities
-1
- 0.01%
$69.9 - $84.97 $69.9 - $85
9.63K $814K
BHP
Bhp Group LTD

Basic Materials
-952
- 2.49%
$51.32 - $62.11 $48.9K - $59.1K
37.3K $2.32M
BK
Bank Of New York Mellon Corp

Financial Services
-38
- 0.33%
$59.54 - $72.17 $2.26K - $2.74K
11.4K $817K
EXP
Eagle Materials Inc

Basic Materials
-11
- 0.52%
$212.39 - $292.18 $2.34K - $3.21K
2.09K $602K
SHW
Sherwin Williams CO

Basic Materials
-16
- 0.86%
$294.65 - $384.0 $4.71K - $6.14K
1.84K $702K
ICE
Intercontinental Exchange, Inc.

Financial Services
-300
- 3.55%
$136.93 - $162.81 $41.1K - $48.8K
8.15K $1.31M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-518
- 2.15%
$45.29 - $55.5 $23.5K - $28.7K
23.6K $1.31M
ARGX
Argenx Se

Healthcare
-3
- 0.21%
$434.22 - $551.9 $1.3K - $1.66K
1.4K $759K
ISRG
Intuitive Surgical Inc

Healthcare
-231
- 3.87%
$416.14 - $494.01 $96.1K - $114K
5.74K $2.82M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-2.8K
- 1.7%
$13.0 - $15.08 $36.4K - $42.2K
162K $2.3M
CAT
Caterpillar Inc

Industrials
-2
- 0.07%
$316.8 - $391.12 $634 - $782
2.94K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 0.12%
$213.3 - $270.78 $853 - $1.08K
3.4K $920K
LMT
Lockheed Martin Corp

Industrials
-20
- 1.28%
$460.3 - $584.56 $9.21K - $11.7K
1.54K $900K
MMM
3 M CO

Industrials
-1.33K
- 12.63%
$99.69 - $139.42 $132K - $185K
9.18K $1.25M
PHG
Koninklijke Philips Nv

Healthcare
-7.51K
- 12.89%
$25.08 - $32.73 $188K - $246K
50.8K $1.66M
LNTH
Lantheus Holdings, Inc.

Healthcare
-944
- 9.36%
$77.7 - $123.62 $73.3K - $117K
9.14K $1M
AAON
Aaon, Inc.

Industrials
-147
- 1.38%
$83.58 - $107.82 $12.3K - $15.8K
10.5K $1.13M
EVR
Evercore Inc.

Financial Services
-36
- 0.7%
$211.0 - $258.67 $7.6K - $9.31K
5.12K $1.3M
NOW
Service Now, Inc.

Technology
-91
- 3.12%
$730.87 - $937.36 $66.5K - $85.3K
2.82K $2.53M
ENSG
Ensign Group, Inc

Healthcare
-68
- 0.56%
$124.14 - $153.65 $8.44K - $10.4K
12.2K $1.75M
TRU
Trans Union

Industrials
-4
- 0.05%
$72.72 - $106.05 $291 - $424
7.9K $826K
RACE
Ferrari N.V.

Consumer Cyclical
-213
- 3.79%
$405.92 - $496.79 $86.5K - $106K
5.41K $2.54M
BNTX
Bio N Tech Se

Healthcare
-48
- 0.72%
$78.36 - $124.66 $3.76K - $5.98K
6.64K $788K
ERJ
Embraer S.A.

Industrials
-1.69K
- 5.13%
$25.9 - $36.95 $43.9K - $62.6K
31.3K $1.11M
AMT
American Tower Corp

Real Estate
-110
- 1.41%
$192.27 - $242.73 $21.1K - $26.7K
7.68K $1.78M
IBM
International Business Machines Corp

Technology
-67
- 1.06%
$175.1 - $223.38 $11.7K - $15K
6.24K $1.38M
SBAC
Sba Communications Corp

Real Estate
-75
- 0.8%
$189.0 - $245.01 $14.2K - $18.4K
9.26K $2.23M
AAPL
Apple Inc.

Technology
-370
- 1.52%
$207.23 - $234.82 $76.7K - $86.9K
23.9K $5.57M
PGR
Progressive Corp

Financial Services
-306
- 2.55%
$209.46 - $259.24 $64.1K - $79.3K
11.7K $2.97M
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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