Legacy Wealth Management, LLC / Ms Purchases in Q3 2024

Legacy Wealth Management, LLC / Ms

  • $272 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.23K
+ 7.61%
$207.23 - $234.82 $1.08M - $1.23M
73.9K $17.2B
NVDA
Nvidia Corp

Technology
16.1K
+ 60.47%
$98.91 - $134.91 $1.59M - $2.17M
42.8K $5.19B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
82K
New
$19.2 - $19.82 $1.57M - $1.63M
82K $1.62B
WMT
Walmart Inc.

Consumer Defensive
1.91K
+ 2.28%
$66.91 - $81.4 $128K - $155K
85.4K $6.9B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.75K
+ 8.49%
$60.84 - $67.51 $593K - $658K
125K $8.41B
VGT
Vanguard Information Technolog

ETFs
1.79K
New
$514.43 - $606.85 $922K - $1.09M
1.79K $1.05B
T
At&T Inc.

Communication Services
47.4K
New
$18.21 - $22.28 $862K - $1.06M
47.4K $1.04B
AMZN
Amazon Com Inc

Consumer Cyclical
5.57K
+ 75.69%
$161.02 - $200.0 $896K - $1.11M
12.9K $2.41B
RTX
Raytheon Technologies Corp

Industrials
1.01K
+ 2.49%
$99.55 - $123.34 $100K - $124K
41.5K $5.03B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
42.6K
+ 257.1%
$19.2 - $19.63 $817K - $835K
59.1K $1.16B
BX
Blackstone Inc.

Financial Services
5.26K
New
$120.77 - $159.66 $636K - $840K
5.26K $806M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
39K
New
$19.92 - $20.67 $777K - $806K
39K $802M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.73K
New
$79.92 - $88.19 $698K - $770K
8.73K $769M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.74K
+ 264.96%
$162.83 - $179.16 $608K - $669K
5.15K $922M
KKR
Kkr & Co. Inc.

Financial Services
4.77K
New
$104.51 - $133.23 $499K - $636K
4.77K $623M
CHY
Calamos Convertible & High Income Fund

Financial Services
46.2K
New
$11.13 - $12.01 $514K - $555K
46.2K $551M
LRCX
Lam Research Corp

Technology
629
New
$731.56 - $1127.3 $460K - $709K
629 $513M
V
Visa Inc.

Financial Services
655
+ 2.46%
$253.74 - $291.56 $166K - $191K
27.3K $7.5B
PSEC
Prospect Capital Corp

Financial Services
84.3K
New
$4.75 - $5.6 $401K - $472K
84.3K $451M
META
Meta Platforms, Inc.

Communication Services
756
New
$453.41 - $572.44 $343K - $433K
756 $433M
ORCL
Oracle Corp

Technology
2.16K
+ 125.65%
$125.9 - $170.35 $272K - $368K
3.88K $661M
TMO
Thermo Fisher Scientific Inc.

Healthcare
244
+ 6.0%
$531.86 - $624.21 $130K - $152K
4.31K $2.66B
ETN
Eaton Corp PLC

Industrials
1.16K
New
$272.52 - $333.02 $316K - $387K
1.16K $385M
IWM
Ishares Russell 2000 ETF

ETFs
1.69K
New
$200.87 - $224.6 $338K - $378K
1.69K $372M
NEE
Nextera Energy Inc

Utilities
4.39K
New
$69.9 - $84.97 $307K - $373K
4.39K $371M
MCD
Mcdonalds Corp

Consumer Cyclical
328
+ 6.44%
$245.82 - $304.51 $80.6K - $99.9K
5.42K $1.65B
PFF
Ishares Trust Ishares Pfd And

ETFs
10.3K
New
$31.18 - $33.5 $322K - $346K
10.3K $343M
ABBV
Abb Vie Inc.

Healthcare
1.62K
New
$163.84 - $199.33 $266K - $324K
1.62K $321M
EGP
Eastgroup Properties Inc

Real Estate
1.58K
New
$169.51 - $191.71 $268K - $303K
1.58K $296M
ABT
Abbott Laboratories

Healthcare
186
+ 0.72%
$100.07 - $118.13 $18.6K - $22K
26K $2.97B
AVGO
Broadcom Inc.

Technology
8.72K
+ 1020.96%
$136.27 - $1745.86 $1.19M - $15.2M
9.57K $1.65B
GAB
Gabelli Equity Trust Inc

Financial Services
48.9K
New
$5.15 - $5.6 $252K - $274K
48.9K $269M
AZN
Astrazeneca PLC

Healthcare
3.1K
New
$76.67 - $87.62 $238K - $272K
3.1K $242M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.25K
+ 85.85%
$63.28 - $70.06 $205K - $227K
7.03K $492M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.4K
New
$21.05 - $21.17 $239K - $241K
11.4K $240M
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 2.7%
$801.83 - $917.05 $85K - $97.2K
4.03K $3.58B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
339
+ 22.6%
$405.19 - $478.57 $137K - $162K
1.84K $846M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.72K
New
$44.66 - $49.15 $211K - $232K
4.72K $222M
HEI
Heico Corp

Industrials
820
New
$220.59 - $267.96 $181K - $220K
820 $214M
JPM
Jpmorgan Chase & CO

Financial Services
500
+ 3.95%
$194.9 - $224.8 $97.5K - $112K
13.2K $2.78B
HD
Home Depot, Inc.

Consumer Cyclical
387
+ 42.95%
$333.64 - $405.2 $129K - $157K
1.29K $522M
CRM
Salesforce, Inc.

Technology
767
New
$238.42 - $276.53 $183K - $212K
767 $210M
OEF
Ishares S&P 100 ETF

ETFs
750
New
$266.03 - $266.03 $200K - $200K
750 $208M
CSCO
Cisco Systems, Inc.

Technology
3.87K
New
$44.74 - $53.22 $173K - $206K
3.87K $206M
BLK
Black Rock Inc.

Financial Services
103
+ 20.6%
$782.27 - $949.51 $80.6K - $97.8K
603 $573M
GOOGL
Alphabet Inc.

Communication Services
5.09K
+ 12.13%
$148.65 - $191.18 $757K - $973K
47.1K $7.81B
KO
Coca Cola CO

Consumer Defensive
1.23K
+ 14.61%
$62.69 - $73.01 $76.9K - $89.6K
9.63K $692M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 2.33%
$475.2 - $527.7 $43.2K - $48K
3.99K $2.11B
PANW
Palo Alto Networks Inc

Technology
182
+ 0.73%
$294.18 - $368.01 $53.5K - $67K
25K $8.54B
Activity Summary
Buys All Purchases 54 New Holdings 25 Increased Positions 29 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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