Legacy Wealth Asset Management, LLC Sells in Q1 2025

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMAT
Lemaitre Vascular Inc

Healthcare
-89
- 1.1%
$78.82 - $104.0 $7.01K - $9.26K
8.02K $666K
LFUS
Littelfuse Inc

Technology
-37
- 2.03%
$196.74 - $255.16 $7.28K - $9.44K
1.79K $351K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-86
- 1.6%
$93.57 - $120.35 $8.05K - $10.4K
5.3K $509K
LMT
Lockheed Martin Corp

Industrials
-30
- 1.99%
$423.19 - $506.29 $12.7K - $15.2K
1.47K $658K
ERIC
Ericsson Lm Telephone CO

Technology
-4.88K
- 4.53%
$7.47 - $8.9 $36.4K - $43.4K
103K $797K
ENSG
Ensign Group, Inc

Healthcare
-156
- 1.32%
$125.4 - $148.86 $19.6K - $23.2K
11.6K $1.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-82
- 3.31%
$102.72 - $143.06 $8.42K - $11.7K
2.4K $250K
NVT
N Vent Electric PLC

Industrials
-50
- 1.22%
$52.42 - $75.4 $2.62K - $3.77K
4.05K $212K
UTZ
Utz Brands, Inc.

Consumer Defensive
-89
- 0.22%
$13.18 - $15.15 $1.17K - $1.35K
40.5K $571K
LOW
Lowes Companies Inc

Consumer Cyclical
-72
- 2.18%
$222.66 - $268.42 $16K - $19.3K
3.24K $754K
FIS
Fidelity National Information Services, Inc.

Technology
-201
- 2.89%
$68.12 - $83.42 $13.7K - $16.8K
6.75K $504K
LNTH
Lantheus Holdings, Inc.

Healthcare
-1.2K
- 13.6%
$78.23 - $110.01 $93.8K - $132K
7.61K $732K
CSX
Csx Corp

Industrials
-16
- 0.08%
$29.11 - $33.67 $466 - $539
19.6K $576K
TFC
Truist Financial Corp

Financial Services
-436
- 2.6%
$39.48 - $48.15 $17.2K - $21K
16.3K $671K
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 1.29%
$347.25 - $424.87 $9.03K - $11K
1.99K $727K
GIB
Cgi Inc

Technology
-37
- 0.69%
$98.12 - $122.43 $3.63K - $4.53K
5.3K $529K
CAE
Cae Inc

Industrials
-1.13K
- 3.34%
$23.09 - $26.78 $26K - $30.1K
32.6K $800K
ARGX
Argenx Se

Healthcare
-36
- 2.65%
$571.0 - $671.75 $20.6K - $24.2K
1.32K $783K
RY
Royal Bank Of Canada

Financial Services
-76
- 1.33%
$108.81 - $123.4 $8.27K - $9.38K
5.64K $635K
HON
Honeywell International Inc

Industrials
-30
- 0.9%
$202.75 - $226.52 $6.08K - $6.8K
3.29K $697K
CWK
Cushman & Wakefield PLC

Real Estate
-31
- 0.19%
$10.19 - $13.87 $316 - $430
16.1K $163K
EXR
Extra Space Storage Inc.

Real Estate
-292
- 12.18%
$143.8 - $161.28 $42K - $47.1K
2.11K $312K
PSA
Public Storage

Real Estate
-151
- 11.57%
$288.99 - $313.98 $43.6K - $47.4K
1.15K $345K
HOLX
Hologic Inc

Healthcare
-35
- 0.85%
$60.7 - $73.77 $2.12K - $2.58K
4.1K $253K
DSGX
Descartes Systems Group Inc

Technology
-15
- 0.45%
$96.4 - $122.5 $1.45K - $1.84K
3.35K $337K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-674
- 3.66%
$81.83 - $82.73 $55.2K - $55.8K
17.8K $1.47M
DXCM
Dexcom Inc

Healthcare
-13
- 0.32%
$67.74 - $90.75 $881 - $1.18K
4.04K $275K
RACE
Ferrari N.V.

Consumer Cyclical
-116
- 2.14%
$413.73 - $508.15 $48K - $58.9K
5.3K $2.27M
KEYS
Keysight Technologies, Inc.

Technology
-11
- 0.42%
$148.16 - $185.11 $1.63K - $2.04K
2.6K $388K
MTB
M&T Bank Corp

Financial Services
-9
- 0.3%
$170.47 - $201.98 $1.53K - $1.82K
2.96K $529K
AFG
American Financial Group Inc

Financial Services
-13
- 0.27%
$119.82 - $138.45 $1.56K - $1.8K
4.73K $620K
DD
Du Pont De Nemours, Inc.

Basic Materials
-27
- 0.16%
$72.7 - $84.32 $1.96K - $2.28K
16.4K $1.22M
ADSK
Autodesk, Inc.

Technology
-113
- 1.49%
N/A
7.46K $1.83M
PNM
Pnm Resources Inc

Utilities
-548
- 11.45%
N/A
4.24K $176K
RMD
Resmed Inc

Healthcare
-44
- 3.04%
$219.7 - $257.65 $9.67K - $11.3K
1.4K $308K
WTM
White Mountains Insurance Group LTD

Financial Services
-4
- 1.27%
$1818.58 - $1983.07 $7.27K - $7.93K
312 $593K
ITW
Illinois Tool Works Inc

Industrials
-21
- 0.9%
$244.9 - $274.48 $5.14K - $5.76K
2.32K $574K
TXN
Texas Instruments Inc

Technology
-83
- 1.7%
N/A
4.79K $931K
TJX
Tjx Companies Inc

Consumer Cyclical
-175
- 2.56%
$112.81 - $126.16 $19.7K - $22.1K
6.66K $811K
CPRT
Copart Inc

Consumer Cyclical
-127
- 1.92%
$52.3 - $59.83 $6.64K - $7.6K
6.47K $366K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-977
- 2.74%
$19.7 - $20.61 $19.2K - $20.1K
34.7K $696K
LANC
Lancaster Colony Corp

Consumer Defensive
-94
- 2.38%
$166.07 - $196.44 $15.6K - $18.5K
3.85K $672K
BOKF
Bok Financial Corp

Financial Services
-17
- 0.43%
$98.85 - $114.26 $1.68K - $1.94K
3.96K $412K
MFC
Manulife Financial Corp

Financial Services
-624
- 2.57%
$28.41 - $31.82 $17.7K - $19.9K
23.6K $735K
NU
Nu Holdings Ltd.

Financial Services
-88
- 0.18%
$10.12 - $13.95 $891 - $1.23K
49.8K $509K
SNA
Snap On Inc

Industrials
-11
- 1.1%
$324.09 - $358.62 $3.56K - $3.94K
988 $332K
SPGI
S&P Global Inc.

Financial Services
-46
- 2.88%
$478.26 - $543.77 $22K - $25K
1.55K $789K
FISV
Fiserv Inc

Technology
-60
- 1.58%
N/A
3.74K $468K
AVB
Avalonbay Communities Inc

Real Estate
-7
- 0.71%
$207.86 - $228.08 $1.46K - $1.6K
979 $210K
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
Track This Portfolio

Track Legacy Wealth Asset Management, LLC Portfolio

Follow Legacy Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email