Legacy Wealth Managment, Llc/Id Purchases in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
218
New
$168.16 - $186.21 $36.7K - $40.6K
218 $37K
BND
Vanguard Bd Index Fd Inc Total

ETFs
440
+ 18.82%
$71.17 - $73.66 $31.3K - $32.4K
2.78K $204K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
845
New
$41.61 - $44.72 $35.2K - $37.8K
845 $36K
GNMA
Ishares Gnma Bond ETF

ETFs
737
New
$42.17 - $44.04 $31.1K - $32.5K
737 $32K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
442
New
$66.3 - $74.17 $29.3K - $32.8K
442 $30K
ITOT
Ishares Core S&P Total U.S. St

ETFs
250
+ 227.27%
$120.29 - $134.6 $30.1K - $33.7K
360 $43K
IGRO
Ishares Tr International Divid

ETFs
414
New
$66.91 - $73.87 $27.7K - $30.6K
414 $29K
WMT
Walmart Inc.

Consumer Defensive
300
+ 59.41%
$84.5 - $105.05 $25.4K - $31.5K
805 $70K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
330
+ 1222.22%
$65.27 - $71.18 $21.5K - $23.5K
357 $23K
FNDC
Schwab Fundamental Intl Small

ETFs
600
New
$33.34 - $37.44 $20K - $22.5K
600 $21K
FNDF
Schwab Fundamental Intl Large

ETFs
568
New
$32.9 - $37.45 $18.7K - $21.3K
568 $20K
SNPS
Synopsys Inc

Technology
48
New
$428.58 - $551.54 $20.6K - $26.5K
48 $20K
V
Visa Inc.

Financial Services
31
+ 12.02%
$306.92 - $362.71 $9.51K - $11.2K
289 $101K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
840
+ 375.0%
$22.25 - $23.0 $18.7K - $19.3K
1.06K $24K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
297
+ 424.29%
$53.69 - $62.68 $15.9K - $18.6K
367 $22K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
745
New
$25.44 - $25.58 $19K - $19.1K
745 $19K
GLD
Spdr Gold Trust

ETFs
46
+ 51.11%
$243.19 - $288.14 $11.2K - $13.3K
136 $39K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.08K
New
$14.59 - $23.31 $15.8K - $25.3K
1.08K $15K
MO
Altria Group, Inc.

Consumer Defensive
192
+ 34.47%
$50.81 - $60.02 $9.76K - $11.5K
749 $44K
GIS
General Mills Inc

Consumer Defensive
260
+ 1625.0%
$57.56 - $65.3 $15K - $17K
276 $16K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
269
+ 10.44%
$113.13 - $127.79 $30.4K - $34.4K
2.85K $321K
HCA
Hca Healthcare, Inc.

Healthcare
15
+ 7.85%
$296.7 - $345.55 $4.45K - $5.18K
206 $71K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
190
New
$76.24 - $95.41 $14.5K - $18.1K
190 $14K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
479
New
$24.1 - $27.73 $11.5K - $13.3K
479 $13K
RING
Ishares Inc Msci Global Gold M

ETFs
355
New
$28.64 - $38.36 $10.2K - $13.6K
355 $13K
EQX
Equinox Gold Corp.

Basic Materials
1.8K
New
$5.09 - $7.16 $9.16K - $12.9K
1.8K $12K
EOG
Eog Resources Inc

Energy
84
+ 54.55%
$120.54 - $138.05 $10.1K - $11.6K
238 $30K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
+ 164.86%
$182.82 - $196.21 $11.2K - $12K
98 $18K
MA
Mastercard Inc

Financial Services
19
+ 18.1%
$504.67 - $576.31 $9.59K - $10.9K
124 $67K
LGOV
First Tr ETF Iv Long Duration

ETFs
566
New
$20.41 - $21.7 $11.6K - $12.3K
566 $12K
SM
Sm Energy CO

Energy
905
+ 52.19%
$27.15 - $44.69 $24.6K - $40.4K
2.64K $79K
LKQ
Lkq Corp

Consumer Cyclical
271
New
$36.24 - $44.05 $9.82K - $11.9K
271 $11K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
115
New
$95.85 - $99.25 $11K - $11.4K
115 $11K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
222
+ 219.8%
$49.67 - $51.43 $11K - $11.4K
323 $16K
BMY
Bristol Myers Squibb CO

Healthcare
175
+ 583.33%
$53.9 - $63.11 $9.43K - $11K
205 $12K
SLB
Schlumberger Limited

Energy
257
+ 133.85%
$38.4 - $43.74 $9.87K - $11.2K
449 $18K
VLO
Valero Energy Corp

Energy
80
+ 86.02%
$121.76 - $142.99 $9.74K - $11.4K
173 $22K
ABBV
Abb Vie Inc.

Healthcare
50
+ 625.0%
$169.2 - $216.66 $8.46K - $10.8K
58 $12K
EWJ
Ishares Msci Japan ETF

ETFs
166
New
$65.24 - $71.7 $10.8K - $11.9K
166 $11K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
353
+ 630.36%
$25.93 - $29.28 $9.15K - $10.3K
409 $11K
MPC
Marathon Petroleum Corp

Energy
70
New
$134.72 - $159.03 $9.43K - $11.1K
70 $10K
CMCSA
Comcast Corp

Communication Services
266
+ 565.96%
$33.19 - $38.23 $8.83K - $10.2K
313 $11K
UHS
Universal Health Services Inc

Healthcare
55
New
$163.99 - $193.27 $9.02K - $10.6K
55 $10K
XLV
Select Sector Spdr Fund Health

ETFs
63
+ 95.45%
$137.61 - $149.68 $8.67K - $9.43K
129 $18K
CAG
Conagra Brands Inc.

Consumer Defensive
359
New
$23.9 - $27.67 $8.58K - $9.93K
359 $9K
RL
Ralph Lauren Corp

Consumer Cyclical
44
New
$215.68 - $286.74 $9.49K - $12.6K
44 $9K
MCO
Moodys Corp

Financial Services
20
New
$437.8 - $527.48 $8.76K - $10.5K
20 $9K
OMC
Omnicom Group Inc.

Communication Services
115
+ 179.69%
$79.43 - $88.34 $9.13K - $10.2K
179 $14K
ADM
Archer Daniels Midland CO

Consumer Defensive
198
New
$45.22 - $52.17 $8.95K - $10.3K
198 $9K
Activity Summary
Buys All Purchases 217 New Holdings 106 Increased Positions 111 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 4 Puts 1
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