Legacy Wealth Management, LLC / Ms Closed Holding Positions

Legacy Wealth Management, LLC / Ms

  • $332 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
United Technologies Corp
Q2 2020 Filed on Dec 12, 2024
10,162
N/A
NAT
Nordic American Tankers LTD

Industrials
Q2 2020 Filed on Dec 12, 2024
10,348
$3.46 - $7.34 $35.8K - $76K
PXD
Pioneer Natural Resources CO

Energy
Q2 2024 Filed on Dec 12, 2024
12,022
$0.0 - $275.52 $0 - $3.31M
SPLK
Splunk Inc

Technology
Q1 2022 Filed on Dec 12, 2024
3,320
$109.25 - $148.61 $363K - $493K
TGT
Target Corp

Consumer Defensive
Q4 2023 Filed on Dec 12, 2024
11,477
$105.01 - $142.54 $1.21M - $1.64M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Dec 12, 2024
1,196
$181.39 - $202.99 $217K - $243K
VST
Vistra Corp.

Utilities
Q3 2023 Filed on Dec 12, 2024
80,575
$26.09 - $34.06 $2.1M - $2.74M
VMW
Vmware, Inc.

Technology
Q2 2021 Filed on Dec 12, 2024
4,188
$150.72 - $170.03 $631K - $712K
CARR
Carrier Global Corp

Industrials
Q3 2020 Filed on Dec 12, 2024
9,277
$22.61 - $31.03 $210K - $288K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Dec 12, 2024
4,914
$55.78 - $65.34 $274K - $321K
Y
Alleghany Corp

Financial Services
Q4 2022 Filed on Dec 12, 2024
700
$0.0 - $847.79 $0 - $593K
ALL
Allstate Corp

Financial Services
Q2 2023 Filed on Dec 12, 2024
9,642
$107.53 - $119.0 $1.04M - $1.15M
INTU
Intuit Inc

Technology
Q3 2022 Filed on Dec 12, 2024
650
$379.87 - $489.23 $247K - $318K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2022 Filed on Dec 12, 2024
20,882
$58.47 - $66.38 $1.22M - $1.39M
MA
Mastercard Inc

Financial Services
Q2 2022 Filed on Dec 12, 2024
1,631
$308.78 - $378.83 $504K - $618K
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Dec 12, 2024
6,860
$34.22 - $38.31 $235K - $263K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2020 Filed on Dec 12, 2024
9,750
$176.14 - $208.21 $1.72M - $2.03M
VB
Vanguard Small Cap ETF

ETFs
Q4 2020 Filed on Dec 12, 2024
8,200
$156.0 - $196.91 $1.28M - $1.61M
WPC
W. P. Carey Inc.

Real Estate
Q1 2020 Filed on Dec 12, 2024
3,200
$43.86 - $88.27 $140K - $282K
AMAT
Applied Materials Inc

Technology
Q2 2020 Filed on Dec 12, 2024
5,105
$42.28 - $61.27 $216K - $313K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2022 Filed on Dec 12, 2024
2,000
$225.77 - $258.78 $452K - $518K
ENR
Energizer Holdings, Inc.

Industrials
Q2 2022 Filed on Dec 12, 2024
12,430
$26.02 - $34.13 $323K - $424K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Dec 12, 2024
2,579
$102.36 - $125.04 $264K - $322K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Dec 12, 2024
8,237
N/A
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2023 Filed on Dec 12, 2024
37,567
$30.76 - $35.89 $1.16M - $1.35M
LIN
Linde PLC

Basic Materials
Q1 2023 Filed on Dec 12, 2024
1,867
$305.5 - $362.38 $570K - $677K
CHGG
Chegg, Inc

Consumer Defensive
Q3 2021 Filed on Dec 12, 2024
2,500
$67.96 - $89.9 $170K - $225K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Dec 12, 2024
7,785
$270.99 - $309.52 $2.11M - $2.41M
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on Dec 12, 2024
3,265
$141.39 - $175.52 $462K - $573K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on Dec 12, 2024
2,705
$63.62 - $78.22 $172K - $212K
PULS
Pgim ETF Tr

ETFs
Q1 2022 Filed on Dec 12, 2024
6,800
$49.16 - $49.5 $334K - $337K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Dec 12, 2024
1,110
$163.19 - $210.31 $181K - $233K
ADI
Analog Devices Inc

Technology
Q1 2024 Filed on Dec 12, 2024
8,234
$184.69 - $201.37 $1.52M - $1.66M
FDX
Fedex Corp

Industrials
Q3 2022 Filed on Dec 12, 2024
9,691
$142.9 - $238.22 $1.38M - $2.31M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
Q4 2022 Filed on Dec 12, 2024
9,145
$42.61 - $49.44 $390K - $452K
PFGC
Performance Food Group CO

Consumer Defensive
Q3 2022 Filed on Dec 12, 2024
33,370
$42.95 - $53.32 $1.43M - $1.78M
BAX
Baxter International Inc

Healthcare
Q3 2022 Filed on Dec 12, 2024
20,220
$53.86 - $66.8 $1.09M - $1.35M
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2023 Filed on Dec 12, 2024
18,900
$13.1 - $16.96 $248K - $321K
KEY
Keycorp

Financial Services
Q4 2023 Filed on Dec 12, 2024
18,000
$9.81 - $14.77 $177K - $266K
CVS
Cvs Health Corp

Healthcare
Q1 2024 Filed on Dec 12, 2024
33,617
$71.99 - $81.42 $2.42M - $2.74M
AEE
Ameren Corp

Utilities
Q4 2023 Filed on Dec 12, 2024
11,645
$71.13 - $81.32 $828K - $947K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on Dec 12, 2024
5,595
$35.66 - $41.42 $200K - $232K
RNST
Renasant Corp

Financial Services
Q3 2022 Filed on Dec 12, 2024
9,300
$28.23 - $35.51 $263K - $330K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2021 Filed on Dec 12, 2024
2,250
$485.7 - $531.03 $1.09M - $1.19M
ZBRA
Zebra Technologies Corp

Technology
Q2 2022 Filed on Dec 12, 2024
581
$288.46 - $431.24 $168K - $251K
SBNY
Signature Bank Corp

Financial Services
Q4 2022 Filed on Dec 12, 2024
1,412
$111.69 - $164.09 $158K - $232K
CTRE
Care Trust Reit, Inc.

Real Estate
Q2 2022 Filed on Dec 12, 2024
11,580
$16.21 - $19.93 $188K - $231K
CONE
Cyrus One Inc.

Real Estate
Q1 2022 Filed on Dec 12, 2024
24,287
N/A
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Dec 12, 2024
30,380
$14.34 - $21.54 $436K - $654K
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