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
BCPC
Balchem Corp

Basic Materials
-50
- 1.75%
$154.22 - $176.16 $7.71K - $8.81K
2.8K $458K
CTSH
Cognizant Technology Solutions Corp

Technology
-29
- 0.49%
$75.32 - $90.7 $2.18K - $2.63K
5.83K $445K
OLED
Universal Display Corp Pa

Technology
-18
- 0.63%
$139.48 - $161.59 $2.51K - $2.91K
2.83K $411K
CPNG
Coupang, Inc.

Consumer Cyclical
-101
- 0.38%
$21.34 - $25.52 $2.16K - $2.58K
26.4K $578K
AIV
Apartment Investment & Management CO

Real Estate
-9
- 0.08%
$8.54 - $9.12 $76.9 - $82.1
11.5K $100K
BAP
Credicorp LTD

Financial Services
-81
- 2.06%
$178.97 - $197.4 $14.5K - $16K
3.86K $718K
TRNO
Terreno Realty Corp

Real Estate
-1.08K
- 5.85%
$57.4 - $68.5 $61.9K - $73.8K
17.3K $1.09M
Te Connectivity PLC
-14
- 0.11%
N/A
12.5K $0
Natwest Group PLC
-4.59K
- 5.09%
N/A
85.5K $0
Blackrock Inc
-17
- 1.93%
N/A
865 $0
Thomson Reuters Corp
-344
- 2.79%
N/A
12K $0
COLD
Americold Realty Trust

Real Estate
-64
- 0.26%
$20.74 - $23.05 $1.33K - $1.48K
24.2K $520K
Rb Global Inc
-200
- 2.43%
N/A
8.03K $0
HEIA
Heico Crp Cl A
-30
- 1.12%
N/A
2.66K $0
ELS
Equity Lifestyle Properties Inc

Real Estate
-9
- 0.23%
$64.36 - $69.32 $579 - $624
3.93K $262K
CRH.L
Crh PLC

Basic Materials
-1.59K
- 11.73%
N/A
12K $0
Crane Company
-102
- 4.63%
N/A
2.1K $0
Grayscale Bitcoin Mini Tr Et
-96
- 0.52%
N/A
18.2K $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-29
- 0.73%
$115.79 - $154.66 $3.36K - $4.49K
3.93K $513K
AMH
American Homes 4 Rent

Real Estate
-41
- 0.45%
$34.43 - $37.81 $1.41K - $1.55K
9.06K $342K
ZTS
Zoetis Inc.

Healthcare
-6
- 0.16%
$156.48 - $175.67 $939 - $1.05K
3.73K $613K
TDY
Teledyne Technologies Inc

Technology
-33
- 5.01%
$455.51 - $518.84 $15K - $17.1K
626 $311K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-117
- 0.81%
$44.68 - $46.49 $5.23K - $5.44K
14.4K $665K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-57
- 0.7%
$42.5 - $46.71 $2.42K - $2.66K
8.06K $365K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-60
- 3.44%
$416.48 - $494.72 $25K - $29.7K
1.68K $819K
UBS
Ubs Group Ag

Financial Services
-308
- 0.51%
$30.28 - $35.78 $9.33K - $11K
60K $1.84M
SHW
Sherwin Williams CO

Basic Materials
-9
- 0.5%
$330.16 - $365.55 $2.97K - $3.29K
1.8K $627K
CL
Colgate Palmolive CO

Consumer Defensive
-34
- 0.48%
$85.68 - $97.5 $2.91K - $3.32K
6.98K $653K
SYK
Stryker Corp

Healthcare
-35
- 1.37%
$355.18 - $399.9 $12.4K - $14K
2.52K $936K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-372
- 1.37%
$25.07 - $26.54 $9.33K - $9.87K
26.9K $709K
UNP
Union Pacific Corp

Industrials
-17
- 0.6%
$225.21 - $254.42 $3.83K - $4.33K
2.83K $668K
MNDY
Monday.Com Ltd.

Technology
-32
- 1.33%
$213.0 - $327.92 $6.82K - $10.5K
2.38K $587K
ADP
Automatic Data Processing Inc

Industrials
-45
- 1.74%
$286.85 - $318.64 $12.9K - $14.3K
2.54K $776K
ACGL
Arch Capital Group Ltd.

Financial Services
-63
- 0.91%
$88.13 - $96.94 $5.55K - $6.11K
6.89K $662K
SCHW
Schwab Charles Corp

Financial Services
-121
- 1.34%
$71.24 - $83.64 $8.62K - $10.1K
8.94K $699K
CPK
Chesapeake Utilities Corp

Utilities
-73
- 1.26%
$116.55 - $130.37 $8.51K - $9.52K
5.72K $732K
EOG
Eog Resources Inc

Energy
-65
- 0.97%
$120.54 - $138.05 $7.84K - $8.97K
6.67K $855K
PEN
Penumbra Inc

Healthcare
-61
- 3.89%
$237.28 - $303.76 $14.5K - $18.5K
1.51K $403K
CHKP
Check Point Software Technologies LTD

Technology
-1.59K
- 16.64%
$179.88 - $231.31 $286K - $368K
7.98K $1.82M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-36
- 0.77%
$98.98 - $113.18 $3.56K - $4.07K
4.61K $522K
BKR
Baker Hughes CO

Energy
-139
- 1.08%
$41.16 - $48.85 $5.72K - $6.79K
12.8K $561K
CPT
Camden Property Trust

Real Estate
-28
- 0.47%
$109.16 - $125.53 $3.06K - $3.51K
5.92K $723K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-80
- 3.2%
$132.75 - $177.12 $10.6K - $14.2K
2.42K $357K
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 1.44%
$279.74 - $321.29 $9.23K - $10.6K
2.26K $704K
HLN
Haleon PLC

Healthcare
-367
- 0.54%
$9.02 - $10.67 $3.31K - $3.92K
67.9K $694K
NOC
Northrop Grumman Corp

Industrials
-4
- 0.39%
$433.45 - $513.82 $1.73K - $2.06K
1.01K $518K
EHC
Encompass Health Corp

Healthcare
-115
- 1.78%
$91.05 - $102.2 $10.5K - $11.8K
6.35K $640K
DE
Deere & CO

Industrials
-28
- 2.04%
$408.57 - $509.27 $11.4K - $14.3K
1.35K $632K
STE
Steris PLC

Healthcare
-121
- 3.3%
$202.46 - $232.74 $24.5K - $28.2K
3.54K $802K
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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