Legacy Wealth Asset Management, LLC Sells in Q2 2025

Legacy Wealth Asset Management, LLC

  • $331 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-156K
- 95.83%
$33.42 - $40.68 $5.2M - $6.33M
6.78K $275K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-74.2K
- 34.22%
$10.79 - $14.14 $801K - $1.05M
143K $1.96M
TTE
Total Energies Se

Energy
-12.4K
- 37.16%
N/A
20.9K $1.43M
EQNR
Equinor Asa

Energy
-28.8K
- 54.17%
$22.04 - $28.08 $635K - $809K
24.4K $612K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-7.81K
- 14.08%
$41.37 - $53.28 $323K - $416K
47.6K $2.13M
TM
Toyota Motor Corp

Consumer Cyclical
-3.68K
- 33.81%
$158.63 - $195.39 $584K - $720K
7.21K $1.24M
TFLO
Ishares Treasury Floating Rate

ETFs
-13.4K
- 6.11%
$50.47 - $50.66 $676K - $678K
206K $10.4M
SAN
Banco Santander, S.A.

Financial Services
-123K
- 54.35%
$5.72 - $8.32 $706K - $1.03M
104K $861K
HMC
Honda Motor CO LTD

Consumer Cyclical
-24.8K
- 35.29%
$25.0 - $30.93 $619K - $766K
45.4K $1.31M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-53.8K
- 38.84%
$11.9 - $15.57 $640K - $838K
84.8K $1.3M
NSP
Insperity, Inc.

Industrials
-1.24K
- 9.64%
$58.55 - $89.92 $72.8K - $112K
11.7K $700K
E
Eni Spa

Energy
-15K
- 41.82%
$25.19 - $32.93 $377K - $493K
20.8K $675K
BHP
Bhp Group LTD

Basic Materials
-7.47K
- 19.61%
$40.22 - $50.88 $300K - $380K
30.6K $1.47M
AAPL
Apple Inc.

Technology
-55
- 0.27%
$172.42 - $223.89 $9.48K - $12.3K
20.5K $4.21M
TRNO
Terreno Realty Corp

Real Estate
-1.9K
- 10.93%
$51.18 - $63.89 $97K - $121K
15.4K $866K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-20.7K
- 11.15%
$13.71 - $15.46 $284K - $320K
165K $2.55M
LLY
Eli Lilly & CO

Healthcare
-54
- 1.63%
$713.71 - $898.95 $38.5K - $48.5K
3.26K $2.54M
PLD
Prologis, Inc.

Real Estate
-1.21K
- 17.99%
$89.76 - $112.34 $109K - $136K
5.51K $579K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-3.59K
- 12.29%
$81.84 - $93.53 $294K - $336K
25.6K $2.38M
WCN
Waste Connections, Inc.

Industrials
-427
- 5.17%
$183.26 - $199.95 $78.3K - $85.4K
7.83K $1.46M
TMUS
T Mobile Us, Inc.

Communication Services
-19
- 0.4%
$220.99 - $268.54 $4.2K - $5.1K
4.73K $1.13M
HDB
Hdfc Bank LTD

Financial Services
-6.52K
- 17.7%
$63.78 - $77.48 $416K - $505K
30.3K $2.32M
COLD
Americold Realty Trust

Real Estate
-359
- 1.48%
$16.31 - $21.47 $5.86K - $7.71K
23.9K $397K
STE
Steris PLC

Healthcare
-693
- 19.57%
$208.55 - $252.55 $145K - $175K
2.85K $684K
V
Visa Inc.

Financial Services
-412
- 6.31%
$308.27 - $373.31 $127K - $154K
6.12K $2.17M
BRO
Brown & Brown, Inc.

Financial Services
-551
- 15.01%
$104.48 - $124.43 $57.6K - $68.6K
3.12K $345K
CHKP
Check Point Software Technologies LTD

Technology
-241
- 3.02%
$204.26 - $233.47 $49.2K - $56.3K
7.74K $1.71M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-49
- 1.06%
$90.21 - $112.66 $4.42K - $5.52K
4.56K $416K
IOSP
Innospec Inc.

Basic Materials
-598
- 12.59%
$82.54 - $95.65 $49.4K - $57.2K
4.15K $349K
FNF
Fidelity National Financial, Inc.

Financial Services
-216
- 2.21%
$53.62 - $66.59 $11.6K - $14.4K
9.55K $535K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-718
- 23.07%
$107.83 - $119.94 $77.4K - $86.1K
2.39K $258K
LKQ
Lkq Corp

Consumer Cyclical
-189
- 1.23%
$36.86 - $43.38 $6.97K - $8.2K
15.2K $561K
AMGN
Amgen Inc

Healthcare
-13
- 0.5%
$262.28 - $309.85 $3.41K - $4.03K
2.61K $728K
AVTR
Avantor, Inc.

Basic Materials
-82
- 0.26%
$11.94 - $16.29 $979 - $1.34K
31.1K $418K
BKR
Baker Hughes CO

Energy
-182
- 1.43%
$35.0 - $44.92 $6.37K - $8.18K
12.6K $482K
UFPI
Ufp Industries Inc

Basic Materials
-525
- 13.86%
$94.93 - $109.1 $49.8K - $57.3K
3.26K $324K
POWI
Power Integrations Inc

Technology
-1.76K
- 25.22%
$42.13 - $59.01 $74.3K - $104K
5.23K $292K
ZLAB
Zai Lab LTD

Healthcare
-317
- 1.42%
$24.32 - $43.03 $7.71K - $13.6K
22K $768K
ARGX
Argenx Se

Healthcare
-16
- 1.21%
$532.27 - $656.65 $8.52K - $10.5K
1.31K $720K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-13
- 0.91%
$421.16 - $509.5 $5.48K - $6.62K
1.42K $630K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-173
- 1.18%
$31.57 - $39.41 $5.46K - $6.82K
14.5K $515K
CPT
Camden Property Trust

Real Estate
-4
- 0.07%
$106.53 - $122.8 $426 - $491
5.92K $666K
SHG
Shinhan Financial Group CO LTD

Financial Services
-1.63K
- 8.34%
N/A
17.9K $620K
EQIX
Equinix Inc

Real Estate
-13
- 0.63%
$740.07 - $914.43 $9.62K - $11.9K
2.06K $1.64M
YUM
Yum Brands Inc

Consumer Cyclical
-11
- 0.21%
$138.36 - $161.45 $1.52K - $1.78K
5.11K $756K
MCD
Mcdonalds Corp

Consumer Cyclical
-7
- 0.31%
$285.55 - $321.23 $2K - $2.25K
2.25K $657K
PTEN
Patterson Uti Energy Inc

Energy
-1.25K
- 7.19%
$5.46 - $8.56 $6.8K - $10.7K
16.1K $95K
WTM
White Mountains Insurance Group LTD

Financial Services
-6
- 1.92%
$1699.35 - $1901.99 $10.2K - $11.4K
306 $549K
DUK
Duke Energy Corp

Utilities
-58
- 0.87%
$112.46 - $124.05 $6.52K - $7.19K
6.63K $781K
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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