Legacy Wealth Managment, Llc/Id Purchases in Q4 2024

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYBB
Ishares Tr Bb Rated Corporate

ETFs
343
New
$45.73 - $47.09 $15.7K - $16.2K
343 $15K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 14.15%
$205.18 - $250.29 $6.16K - $7.51K
242 $58K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.79%
$873.59 - $994.69 $2.62K - $2.98K
383 $350K
V
Visa Inc.

Financial Services
10
+ 4.03%
$273.87 - $320.91 $2.74K - $3.21K
258 $81K
PANW
Palo Alto Networks Inc

Technology
76
New
$181.96 - $405.9 $13.8K - $30.8K
76 $13K
INTU
Intuit Inc

Technology
18
+ 18.0%
$602.01 - $706.25 $10.8K - $12.7K
118 $74K
IWR
Ishares Russell Mid Cap ETF

ETFs
143
+ 50.35%
$87.25 - $95.52 $12.5K - $13.7K
427 $37K
NKE
Nike, Inc.

Consumer Cyclical
162
+ 2700.0%
$73.36 - $89.13 $11.9K - $14.4K
168 $12K
CRM
Salesforce, Inc.

Technology
19
+ 30.16%
$270.87 - $367.87 $5.15K - $6.99K
82 $27K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
206
New
$51.33 - $53.74 $10.6K - $11.1K
206 $10K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
16
+ 800.0%
$701.85 - $1046.91 $11.2K - $16.8K
18 $12K
CRWD
Crowd Strike Holdings, Inc.

Technology
26
+ 2600.0%
$275.15 - $388.2 $7.15K - $10.1K
27 $9K
GLOB
Globant S.A.

Technology
39
New
$193.45 - $236.83 $7.54K - $9.24K
39 $8K
MSFT
Microsoft Corp

Technology
42
+ 3.84%
$406.35 - $454.46 $17.1K - $19.1K
1.14K $479K
TGT
Target Corp

Consumer Defensive
85
+ 47.49%
$121.59 - $160.69 $10.3K - $13.7K
264 $35K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 86.67%
$471.27 - $550.62 $6.13K - $7.16K
28 $14K
SPOT
Spotify Technology S.A.

Communication Services
16
New
$362.95 - $502.38 $5.81K - $8.04K
16 $7K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 9.01%
$567.81 - $607.81 $5.68K - $6.08K
121 $70K
MANH
Manhattan Associates Inc

Technology
28
New
$263.36 - $309.78 $7.37K - $8.67K
28 $7K
IWD
Ishares Russell 1000 Val ETF

ETFs
37
New
$183.23 - $199.79 $6.78K - $7.39K
37 $6K
AMGN
Amgen Inc

Healthcare
45
+ 46.88%
$258.78 - $328.31 $11.6K - $14.8K
141 $36K
HSBC
Hsbc Holdings PLC

Financial Services
100
+ 227.27%
$43.83 - $49.51 $4.38K - $4.95K
144 $7K
ODP
Odp Corp

Consumer Cyclical
300
New
$21.75 - $31.88 $6.53K - $9.56K
300 $6K
TW
Tradeweb Markets Inc.

Financial Services
49
New
$124.87 - $136.32 $6.12K - $6.68K
49 $6K
ELV
Elevance Health, Inc.

Healthcare
18
+ 900.0%
$365.96 - $514.62 $6.59K - $9.26K
20 $7K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 116.67%
$486.1 - $608.57 $3.4K - $4.26K
13 $7K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
16
+ 2.03%
$89.97 - $98.59 $1.44K - $1.58K
803 $76K
ICLR
Icon PLC

Healthcare
25
New
$187.22 - $297.57 $4.68K - $7.44K
25 $5K
LLY
Eli Lilly & CO

Healthcare
7
New
$727.2 - $932.06 $5.09K - $6.52K
7 $5K
CDW
Cdw Corp

Technology
30
New
$171.49 - $225.64 $5.14K - $6.77K
30 $5K
OKTA
Okta, Inc.

Technology
43
+ 10.54%
$71.81 - $86.11 $3.09K - $3.7K
451 $35K
TTD
Trade Desk, Inc.

Technology
42
+ 84.0%
$108.7 - $139.51 $4.57K - $5.86K
92 $10K
CSCO
Cisco Systems, Inc.

Technology
50
+ 12.5%
$52.45 - $60.02 $2.62K - $3K
450 $26K
TDG
Trans Digm Group Inc

Industrials
4
New
$1239.0 - $1442.53 $4.96K - $5.77K
4 $5K
NOW
Service Now, Inc.

Technology
5
New
$867.18 - $1148.42 $4.34K - $5.74K
5 $5K
DKNG
Draft Kings Inc.

Consumer Cyclical
130
New
$35.32 - $44.84 $4.59K - $5.83K
130 $4K
CEG
Constellation Energy Corp

Utilities
20
New
$224.28 - $285.52 $4.49K - $5.71K
20 $4K
COF
Capital One Financial Corp

Financial Services
3
+ 2.11%
$145.19 - $192.01 $436 - $576
145 $25K
MDT
Medtronic PLC

Healthcare
54
+ 180.0%
$79.61 - $92.24 $4.3K - $4.98K
84 $6K
GE
General Electric CO

Industrials
25
+ 131.58%
$159.95 - $194.23 $4K - $4.86K
44 $7K
EBAY
Ebay Inc

Consumer Cyclical
66
+ 300.0%
$57.51 - $67.17 $3.8K - $4.43K
88 $5K
RCMT
Rcm Technologies, Inc.

Industrials
200
New
$20.0 - $25.9 $4K - $5.18K
200 $4K
VVX
V2 X, Inc.

Industrials
100
New
$46.98 - $68.82 $4.7K - $6.88K
100 $4K
TLT
Ishares Barclays 20+ Year Trea

ETFs
56
New
$87.1 - $98.49 $4.88K - $5.52K
56 $4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
35
New
$128.36 - $186.0 $4.49K - $6.51K
35 $4K
NVMI
Nova Ltd.

Technology
22
New
$172.39 - $221.56 $3.79K - $4.87K
22 $4K
ONTO
Onto Innovation Inc.

Technology
25
New
$158.54 - $225.02 $3.96K - $5.63K
25 $4K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
116
+ 5.91%
$56.06 - $61.35 $6.5K - $7.12K
2.08K $117K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
17
+ 65.38%
$110.69 - $154.48 $1.88K - $2.63K
43 $5K
Activity Summary
Buys All Purchases 300 New Holdings 122 Increased Positions 178 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 5 Puts 1
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