Legacy Wealth Asset Management, LLC Reduced Holdings in Q4 2024

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BWXT
Bwx Technologies, Inc.

Industrials
-162
- 1.89%
$111.39 - $133.28 $18K - $21.6K
8.4K $935K
MFC
Manulife Financial Corp

Financial Services
-734
- 2.94%
$29.21 - $32.87 $21.4K - $24.1K
24.3K $744K
KMPR
Kemper Corp

Financial Services
-151
- 4.46%
$59.0 - $72.1 $8.91K - $10.9K
3.24K $215K
QLYS
Qualys, Inc.

Technology
-104
- 5.22%
$119.24 - $159.23 $12.4K - $16.6K
1.89K $264K
FDX
Fedex Corp

Industrials
-31
- 1.22%
$260.5 - $305.15 $8.08K - $9.46K
2.5K $703K
AMG
Affiliated Managers Group, Inc.

Financial Services
-78
- 1.92%
$175.77 - $196.52 $13.7K - $15.3K
3.98K $736K
WST
West Pharmaceutical Services Inc

Healthcare
-23
- 2.75%
$285.69 - $344.0 $6.57K - $7.91K
813 $266K
XEL
Xcel Energy Inc

Utilities
-7
- 0.09%
$62.16 - $72.92 $435 - $510
7.65K $516K
USB
Us Bancorp \De\

Financial Services
-360
- 2.24%
$43.98 - $53.66 $15.8K - $19.3K
15.7K $752K
BK
Bank Of New York Mellon Corp

Financial Services
-431
- 3.79%
$70.82 - $81.87 $30.5K - $35.3K
10.9K $840K
HDB
Hdfc Bank LTD

Financial Services
-365
- 1.01%
$59.45 - $68.01 $21.7K - $24.8K
35.7K $2.28M
XLF
Financial Sector Spdr

ETFs
-198
- 1.71%
$44.89 - $51.34 $8.89K - $10.2K
11.4K $550K
BCS
Barclays PLC

Financial Services
-3.2K
- 5.27%
$11.65 - $13.67 $37.3K - $43.7K
57.4K $763K
MTB
M&T Bank Corp

Financial Services
-10
- 0.34%
$172.48 - $221.95 $1.72K - $2.22K
2.97K $558K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-612
- 1.86%
$19.11 - $24.18 $11.7K - $14.8K
32.3K $730K
ADP
Automatic Data Processing Inc

Industrials
-35
- 1.34%
$280.08 - $307.97 $9.8K - $10.8K
2.59K $756K
NPO
Enpro Industries, Inc

Industrials
-195
- 3.09%
$145.61 - $195.16 $28.4K - $38.1K
6.11K $1.05M
AON
Aon PLC

Financial Services
-32
- 0.98%
$344.14 - $393.31 $11K - $12.6K
3.24K $1.16M
BMY
Bristol Myers Squibb CO

Healthcare
-304
- 2.95%
$51.92 - $59.94 $15.8K - $18.2K
9.98K $564K
PSTG
Pure Storage, Inc.

Technology
-635
- 9.88%
$48.19 - $66.6 $30.6K - $42.3K
5.79K $355K
WTW
Willis Towers Watson PLC

Financial Services
-32
- 1.27%
$287.99 - $332.53 $9.22K - $10.6K
2.49K $776K
ERIC
Ericsson Lm Telephone CO

Technology
-2.26K
- 2.06%
$7.36 - $8.59 $16.6K - $19.4K
108K $867K
PEN
Penumbra Inc

Healthcare
-162
- 9.36%
$190.97 - $253.66 $30.9K - $41.1K
1.57K $372K
ASX
Ase Technology Holding Co., Ltd.

Technology
-4.25K
- 1.59%
$9.49 - $10.74 $40.4K - $45.7K
264K $2.66M
TMUS
T Mobile Us, Inc.

Communication Services
-138
- 2.76%
$206.1 - $246.94 $28.4K - $34.1K
4.86K $1.07M
HSBC
Hsbc Holdings PLC

Financial Services
-111
- 0.85%
$43.83 - $49.51 $4.87K - $5.5K
13K $643K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5
- 0.28%
$1146.59 - $1270.6 $5.73K - $6.35K
1.75K $2.08M
GILD
Gilead Sciences, Inc.

Healthcare
-81
- 1.03%
$83.95 - $97.9 $6.8K - $7.93K
7.75K $715K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-62
- 1.14%
$97.09 - $120.01 $6.02K - $7.44K
5.39K $582K
HON
Honeywell International Inc

Industrials
-23
- 0.69%
$202.84 - $236.0 $4.67K - $5.43K
3.32K $750K
BKR
Baker Hughes CO

Energy
-16
- 0.12%
$35.98 - $44.88 $576 - $718
12.9K $529K
SCHW
Schwab Charles Corp

Financial Services
-144
- 1.57%
$63.31 - $82.85 $9.12K - $11.9K
9.06K $670K
RJF
Raymond James Financial Inc

Financial Services
-44
- 1.74%
$123.0 - $170.1 $5.41K - $7.48K
2.49K $386K
AAON
Aaon, Inc.

Industrials
-241
- 2.29%
$106.25 - $140.75 $25.6K - $33.9K
10.3K $1.21M
WTM
White Mountains Insurance Group LTD

Financial Services
-1
- 0.32%
$1755.01 - $2015.0 $1.76K - $2.02K
316 $614K
ARGX
Argenx Se

Healthcare
-40
- 2.86%
$520.52 - $638.33 $20.8K - $25.5K
1.36K $836K
EQIX
Equinix Inc

Real Estate
-31
- 1.45%
$865.69 - $985.0 $26.8K - $30.5K
2.11K $1.99M
BSX
Boston Scientific Corp

Healthcare
-450
- 1.84%
$83.62 - $91.5 $37.6K - $41.2K
24.1K $2.15M
EW
Edwards Lifesciences Corp

Healthcare
-896
- 4.14%
$64.54 - $75.92 $57.8K - $68K
20.8K $1.54M
GM
General Motors CO

Consumer Cyclical
-926
- 4.74%
$44.82 - $60.2 $41.5K - $55.7K
18.6K $991K
SAP
Sap Se

Technology
-325
- 2.78%
$218.13 - $255.54 $70.9K - $83.1K
11.4K $2.8M
BA
Boeing CO

Industrials
-7
- 0.13%
$138.14 - $180.72 $967 - $1.27K
5.46K $966K
TM
Toyota Motor Corp

Consumer Cyclical
-189
- 1.73%
$169.2 - $199.52 $32K - $37.7K
10.8K $2.09M
CSCO
Cisco Systems, Inc.

Technology
-1.36K
- 3.48%
$52.45 - $60.02 $71.2K - $81.4K
37.7K $2.23M
SHOP
Shopify Inc.

Technology
-353
- 4.34%
$78.14 - $119.49 $27.6K - $42.2K
7.77K $826K
CAE
Cae Inc

Industrials
-1.61K
- 4.55%
$17.6 - $25.38 $28.3K - $40.8K
33.7K $854K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-39
- 7.22%
$4100.99 - $5300.34 $160K - $207K
501 $2.49M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-609
- 4.19%
$172.07 - $207.36 $105K - $126K
13.9K $2.75M
V
Visa Inc.

Financial Services
-119
- 1.74%
$273.87 - $320.91 $32.6K - $38.2K
6.74K $2.13M
Activity Summary
Buys All Purchases 82 New Holdings 20 Increased Positions 62 Sells All Sells 254 Reductions 254 Sold out 0 Options Calls 0 Puts 0
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