Legacy Wealth Management, LLC / Ms Purchases in Q1 2025

Legacy Wealth Management, LLC / Ms

  • $306 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
171K
+ 247.25%
$209.68 - $247.1 $35.9M - $42.3M
240K $53.4B
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.05K
+ 189.17%
$497.6 - $606.74 $3.51M - $4.28M
10.8K $5.37B
IQV
Iqvia Holdings Inc.

Healthcare
19.4K
New
$176.3 - $209.96 $3.42M - $4.08M
19.4K $3.42B
A
Agilent Technologies, Inc.

Healthcare
27.2K
New
$116.69 - $152.6 $3.17M - $4.15M
27.2K $3.18B
META
Meta Platforms, Inc.

Communication Services
5.1K
New
$576.74 - $736.67 $2.94M - $3.76M
5.1K $2.94B
AMZN
Amazon Com Inc

Consumer Cyclical
14.9K
+ 153.34%
$190.26 - $242.06 $2.83M - $3.6M
24.6K $4.68B
COP
Conocophillips

Energy
20.3K
+ 262.3%
$88.6 - $105.85 $1.8M - $2.15M
28K $2.94B
NVDA
Nvidia Corp

Technology
19K
+ 69.34%
$106.98 - $149.43 $2.03M - $2.83M
46.3K $5.02B
MSFT
Microsoft Corp

Technology
8.9K
+ 20.24%
$375.39 - $447.2 $3.34M - $3.98M
52.9K $19.8B
MTDR
Matador Resources CO

Energy
26.9K
+ 89.76%
$44.79 - $63.77 $1.21M - $1.72M
57K $2.91B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.6K
+ 12.95%
$64.88 - $72.1 $1.08M - $1.2M
145K $9.52B
Blackrock Inc
603
New
N/A
603 $571M
T
At&T Inc.

Communication Services
9.5K
+ 18.43%
$21.56 - $28.28 $205K - $269K
61K $1.73B
IWR
Ishares Russell Mid Cap ETF

ETFs
6.58K
+ 154.12%
$82.81 - $92.93 $545K - $611K
10.8K $923M
ABT
Abbott Laboratories

Healthcare
1
+ 0.0%
$111.1 - $140.22 $111 - $140
24.7K $3.28B
VGT
Vanguard Information Technolog

ETFs
896
+ 100.22%
$543.24 - $646.34 $487K - $579K
1.79K $971M
IWM
Ishares Russell 2000 ETF

ETFs
1.96K
New
$198.1 - $229.79 $389K - $451K
1.96K $391M
CNI
Canadian National Railway CO

Industrials
3.35K
New
$95.46 - $106.79 $320K - $358K
3.35K $326M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.2K
New
$48.65 - $53.06 $302K - $329K
6.2K $322M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.4K
New
$19.43 - $19.62 $319K - $322K
16.4K $322M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
339
+ 21.54%
$442.66 - $534.52 $150K - $181K
1.91K $1.02B
CSQ
Calamos Strategic Total Return Fund

Financial Services
18.5K
New
$15.97 - $18.5 $295K - $341K
18.5K $299M
Lam Research Corp
3.98K
New
N/A
3.98K $289M
CRWD
Crowd Strike Holdings, Inc.

Technology
803
New
$308.86 - $455.36 $248K - $366K
803 $283M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.64K
+ 30.13%
$169.43 - $182.84 $277K - $299K
7.06K $1.22B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.7K
New
$19.42 - $19.54 $267K - $268K
13.7K $267M
IEX
Idex Corp

Industrials
1.47K
New
$178.23 - $224.31 $263K - $330K
1.47K $267M
UNH
Unitedhealth Group Inc

Healthcare
180
+ 2.18%
$461.52 - $548.18 $83.1K - $98.7K
8.42K $4.41B
CRM
Salesforce, Inc.

Technology
850
New
$268.36 - $359.95 $228K - $306K
850 $228M
BRO
Brown & Brown, Inc.

Financial Services
1.64K
New
$100.54 - $124.4 $165K - $204K
1.64K $204M
HON
Honeywell International Inc

Industrials
1.92K
+ 11.66%
$202.75 - $226.52 $388K - $434K
18.3K $3.88B
BX
Blackstone Inc.

Financial Services
2.11K
+ 53.97%
$136.53 - $186.74 $289K - $395K
6.03K $843M
KKR
Kkr & Co. Inc.

Financial Services
2.43K
+ 48.22%
$108.17 - $167.07 $263K - $407K
7.48K $865M
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 1.16%
$225.19 - $279.95 $33.8K - $42K
13K $3.2B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.01K
+ 7.56%
$20.05 - $20.4 $60.3K - $61.4K
42.8K $871M
LHX
L3 Harris Technologies, Inc.

Industrials
250
+ 1.93%
$194.65 - $222.86 $48.7K - $55.7K
13.2K $2.77B
ORCL
Oracle Corp

Technology
736
+ 29.75%
$139.81 - $186.47 $103K - $137K
3.21K $449M
EGP
Eastgroup Properties Inc

Real Estate
13
+ 0.82%
$155.63 - $187.46 $2.02K - $2.44K
1.6K $281M
TRMK
Trustmark Corp

Financial Services
211
+ 1.97%
$32.92 - $38.83 $6.95K - $8.19K
10.9K $376M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5
+ 0.07%
$67.03 - $74.61 $335 - $373
7.41K $504M
AVGO
Broadcom Inc.

Technology
1.04K
+ 13.68%
$167.43 - $244.7 $174K - $254K
8.64K $1.45B
PANW
Palo Alto Networks Inc

Technology
924
+ 1.97%
$167.82 - $208.28 $155K - $192K
47.9K $8.17B
GOOGL
Alphabet Inc.

Communication Services
5.69K
+ 13.69%
$154.33 - $206.19 $878K - $1.17M
47.2K $7.31B
SPY
Spdr S&P 500 ETF Trust

ETFs
182
+ 0.19%
$551.42 - $612.93 $100K - $112K
96.8K $54.1B
Activity Summary
Buys All Purchases 45 New Holdings 16 Increased Positions 29 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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