Legacy Wealth Management, LLC / Ms Reduced Holdings in Q1 2025

Legacy Wealth Management, LLC / Ms

  • $306 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.35K
- 58.88%
$507.05 - $563.67 $1.19M - $1.32M
1.64K $843M
EW
Edwards Lifesciences Corp

Healthcare
-11K
- 78.38%
$67.95 - $76.19 $750K - $841K
3.05K $221M
XOM
Exxon Mobil Corp

Energy
-8.02K
- 26.95%
$105.44 - $118.93 $845K - $953K
21.7K $2.58B
JNJ
Johnson & Johnson

Healthcare
-4.12K
- 64.78%
$142.06 - $167.7 $585K - $691K
2.24K $371M
CPK
Chesapeake Utilities Corp

Utilities
-4.86K
- 28.04%
$116.55 - $130.37 $566K - $634K
12.5K $1.6B
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-36.1K
- 73.08%
$9.83 - $11.83 $355K - $427K
13.3K $128M
CHY
Calamos Convertible & High Income Fund

Financial Services
-32.9K
- 71.1%
$10.24 - $12.0 $337K - $395K
13.4K $135M
WMT
Walmart Inc.

Consumer Defensive
-1.91K
- 2.32%
$84.5 - $105.05 $161K - $200K
80.2K $7.04B
VTI
Vanguard Total Stock Market Et

ETFs
-454
- 3.41%
$271.18 - $303.12 $123K - $138K
12.8K $3.53B
GAB
Gabelli Equity Trust Inc

Financial Services
-56.4K
- 75.26%
$5.36 - $5.67 $302K - $320K
18.6K $102M
WAL
Western Alliance Bancorporation

Financial Services
-2.42K
- 25.69%
$72.65 - $94.0 $176K - $227K
7K $538M
BAC
Bank Of America Corp

Financial Services
-375
- 0.47%
$39.61 - $47.74 $14.9K - $17.9K
78.9K $3.29B
HD
Home Depot, Inc.

Consumer Cyclical
-387
- 29.41%
$347.25 - $424.87 $134K - $164K
929 $340M
NXPI
Nxp Semiconductors N.V.

Technology
-500
- 21.08%
$189.99 - $245.86 $95K - $123K
1.87K $356M
FISV
Fiserv Inc

Technology
-800
- 21.05%
N/A
3K $662M
OEF
Ishares S&P 100 ETF

ETFs
-291
- 13.71%
N/A
1.83K $496M
NEE
Nextera Energy Inc

Utilities
-1.19K
- 24.33%
$66.96 - $76.16 $79.5K - $90.5K
3.69K $262M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-180
- 14.63%
$302.31 - $337.54 $54.4K - $60.8K
1.05K $322M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-625
- 7.44%
$77.7 - $78.94 $48.6K - $49.3K
7.78K $614M
FTV
Fortive Corp

Technology
-65
- 0.34%
$71.82 - $82.98 $4.67K - $5.39K
18.9K $1.38B
AME
Ametek Inc

Industrials
-69
- 2.32%
$170.39 - $190.43 $11.8K - $13.1K
2.91K $500M
AZN
Astrazeneca PLC

Healthcare
-702
- 17.78%
$65.37 - $77.96 $45.9K - $54.7K
3.25K $239M
KO
Coca Cola CO

Consumer Defensive
-1.23K
- 12.75%
$60.81 - $72.32 $74.6K - $88.7K
8.4K $602M
CVX
Chevron Corp

Energy
-678
- 12.5%
$146.71 - $167.97 $99.5K - $114K
4.74K $794M
ZTS
Zoetis Inc.

Healthcare
-125
- 0.66%
$156.48 - $175.67 $19.6K - $22K
18.8K $3.09B
ABBV
Abb Vie Inc.

Healthcare
-103
- 8.48%
$169.2 - $216.66 $17.4K - $22.3K
1.11K $233M
MCD
Mcdonalds Corp

Consumer Cyclical
-328
- 6.05%
$279.74 - $321.29 $91.8K - $105K
5.1K $1.59B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-200
- 0.14%
$18.18 - $18.58 $3.64K - $3.72K
144K $2.67B
V
Visa Inc.

Financial Services
-2.11K
- 8.29%
$306.92 - $362.71 $649K - $767K
23.4K $8.19B
RTX
Raytheon Technologies Corp

Industrials
-1.12K
- 2.85%
$114.1 - $135.66 $128K - $152K
38.2K $5.06B
BSX
Boston Scientific Corp

Healthcare
-465
- 0.89%
$89.38 - $106.18 $41.6K - $49.4K
51.8K $5.22B
AJG
Arthur J. Gallagher & Co.

Financial Services
-230
- 1.58%
$275.89 - $345.24 $63.5K - $79.4K
14.3K $4.94B
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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