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
BK
Bank Of New York Mellon Corp

Financial Services
-280
- 2.56%
$75.42 - $88.95 $21.1K - $24.9K
10.7K $894K
BRO
Brown & Brown, Inc.

Financial Services
-261
- 6.64%
$100.54 - $124.4 $26.2K - $32.5K
3.67K $456K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-11
- 0.03%
$12.61 - $14.92 $139 - $164
38.5K $552K
RELX
Relx PLC

Communication Services
-234
- 1.66%
$45.34 - $51.91 $10.6K - $12.1K
13.8K $697K
CSCO
Cisco Systems, Inc.

Technology
-567
- 1.51%
$58.74 - $64.87 $33.3K - $36.8K
37.1K $2.29M
FNF
Fidelity National Financial, Inc.

Financial Services
-295
- 2.93%
$54.25 - $65.27 $16K - $19.3K
9.77K $635K
XOM
Exxon Mobil Corp

Energy
-45
- 0.64%
$105.44 - $118.93 $4.74K - $5.35K
6.96K $827K
CME
Cme Group Inc.

Financial Services
-12
- 0.5%
$225.82 - $266.54 $2.71K - $3.2K
2.38K $631K
BCS
Barclays PLC

Financial Services
-2.73K
- 4.75%
$12.69 - $16.25 $34.6K - $44.3K
54.7K $840K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9
- 0.09%
$56.12 - $68.15 $505 - $613
9.68K $656K
SHEL
Shell PLC

Energy
-37
- 0.45%
$62.84 - $73.29 $2.33K - $2.71K
8.26K $600K
DUK
Duke Energy Corp

Utilities
-129
- 1.89%
$105.87 - $121.97 $13.7K - $15.7K
6.69K $815K
SO
Southern CO

Utilities
-164
- 1.63%
$80.96 - $92.96 $13.3K - $15.2K
9.87K $907K
WM
Waste Management Inc

Industrials
-20
- 0.68%
$200.54 - $233.78 $4.01K - $4.68K
2.93K $678K
RTX
Raytheon Technologies Corp

Industrials
-123
- 1.98%
$114.1 - $135.66 $14K - $16.7K
6.08K $804K
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 1.44%
$1739.0 - $2260.0 $10.4K - $13.6K
410 $799K
ABT
Abbott Laboratories

Healthcare
-77
- 1.34%
$111.1 - $140.22 $8.55K - $10.8K
5.69K $754K
CVX
Chevron Corp

Energy
-74
- 1.41%
$146.71 - $167.97 $10.9K - $12.4K
5.16K $863K
YUM
Yum Brands Inc

Consumer Cyclical
-87
- 1.67%
$123.25 - $162.53 $10.7K - $14.1K
5.12K $805K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-22
- 1.52%
$402.49 - $513.76 $8.85K - $11.3K
1.43K $692K
AON
Aon PLC

Financial Services
-34
- 1.05%
$348.44 - $409.32 $11.8K - $13.9K
3.21K $1.28M
LLY
Eli Lilly & CO

Healthcare
-78
- 2.3%
$725.72 - $929.72 $56.6K - $72.5K
3.31K $2.74M
AMGN
Amgen Inc

Healthcare
-30
- 1.13%
$258.59 - $327.36 $7.76K - $9.82K
2.62K $816K
WELL
Welltower Inc.

Real Estate
-29
- 0.59%
$124.05 - $156.86 $3.6K - $4.55K
4.86K $743K
CIB
Bancolombia Sa

Financial Services
-481
- 2.78%
$31.99 - $44.29 $15.4K - $21.3K
16.9K $677K
GILD
Gilead Sciences, Inc.

Healthcare
-190
- 2.45%
$89.14 - $117.41 $16.9K - $22.3K
7.56K $847K
WCN
Waste Connections, Inc.

Industrials
-368
- 4.26%
$169.89 - $195.19 $62.5K - $71.8K
8.26K $1.61M
IBM
International Business Machines Corp

Technology
-151
- 2.51%
$217.4 - $264.74 $32.8K - $40K
5.86K $1.46M
MT
Arcelor Mittal

Basic Materials
-332
- 1.27%
$21.82 - $33.93 $7.24K - $11.3K
25.8K $743K
ERJ
Embraer S.A.

Industrials
-2.57K
- 8.97%
$37.11 - $56.4 $95.4K - $145K
26.1K $1.2M
V
Visa Inc.

Financial Services
-211
- 3.13%
$306.92 - $362.71 $64.8K - $76.5K
6.53K $2.29M
ICE
Intercontinental Exchange, Inc.

Financial Services
-150
- 1.91%
$142.8 - $176.36 $21.4K - $26.5K
7.72K $1.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-35
- 0.66%
$208.48 - $244.03 $7.3K - $8.54K
5.29K $1.29M
KO
Coca Cola CO

Consumer Defensive
-63
- 0.35%
$60.81 - $72.32 $3.83K - $4.56K
17.8K $1.28M
MDT
Medtronic PLC

Healthcare
-3
- 0.02%
$79.84 - $94.5 $240 - $284
16.9K $1.52M
CHE
Chemed Corp

Healthcare
-52
- 2.13%
$521.84 - $615.32 $27.1K - $32K
2.39K $1.47M
BSX
Boston Scientific Corp

Healthcare
-933
- 3.88%
$89.38 - $106.18 $83.4K - $99.1K
23.1K $2.33M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-556
- 0.99%
$42.3 - $53.69 $23.5K - $29.9K
55.4K $2.89M
TMUS
T Mobile Us, Inc.

Communication Services
-107
- 2.2%
$211.3 - $272.83 $22.6K - $29.2K
4.75K $1.27M
LYG
Lloyds Banking Group PLC

Financial Services
-5.9K
- 2.94%
$2.58 - $3.9 $15.2K - $23K
195K $744K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-12.6K
- 5.49%
$11.66 - $14.98 $147K - $189K
217K $2.96M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-25
- 0.09%
$73.71 - $87.55 $1.84K - $2.19K
29.2K $2.54M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-54
- 3.08%
$1187.71 - $1432.58 $64.1K - $77.4K
1.7K $2.43M
PGR
Progressive Corp

Financial Services
-302
- 2.71%
$235.61 - $291.22 $71.2K - $87.9K
10.9K $3.07M
SAN
Banco Santander, S.A.

Financial Services
-7.07K
- 3.02%
$4.46 - $7.14 $31.5K - $50.4K
227K $1.52M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-4.87K
- 3.39%
$9.49 - $14.83 $46.2K - $72.2K
139K $1.89M
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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