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
BWA
Borgwarner Inc

Consumer Cyclical
315
New
$27.78 - $32.9 $8.75K - $10.4K
315 $9K
HST
Host Hotels & Resorts, Inc.

Real Estate
569
New
$14.21 - $17.45 $8.09K - $9.93K
569 $8K
CTAS
Cintas Corp

Industrials
14
+ 6.48%
$182.09 - $208.14 $2.55K - $2.91K
230 $47K
ABT
Abbott Laboratories

Healthcare
58
+ 305.26%
$111.1 - $140.22 $6.44K - $8.13K
77 $10K
AMP
Ameriprise Financial Inc

Financial Services
18
New
$472.29 - $575.13 $8.5K - $10.4K
18 $8K
EXPE
Expedia Group, Inc.

Consumer Cyclical
53
New
$157.11 - $206.52 $8.33K - $10.9K
53 $8K
CF
Cf Industries Holdings, Inc.

Basic Materials
113
New
$75.03 - $97.25 $8.48K - $11K
113 $8K
IWL
Ishares Tr Russell 200 ETF

ETFs
55
New
$135.83 - $151.73 $7.47K - $8.35K
55 $7K
ET
Energy Transfer LP

Energy
400
+ 677.97%
$17.26 - $21.08 $6.9K - $8.43K
459 $8K
HPQ
Hp Inc

Technology
299
+ 57.17%
$27.69 - $34.72 $8.28K - $10.4K
822 $22K
ACM
Aecom

Industrials
50
New
$92.54 - $111.05 $4.63K - $5.55K
50 $4K
XLY
Select Sector Spdr Consumer Di

ETFs
20
+ 142.86%
$192.6 - $233.2 $3.85K - $4.66K
34 $6K
DLTR
Dollar Tree, Inc.

Consumer Defensive
41
New
$61.92 - $76.95 $2.54K - $3.15K
41 $3K
EQT
Eqt Corp

Energy
2
+ 0.63%
$46.16 - $54.25 $92.3 - $109
319 $17K
FOXA
Fox Corp

Communication Services
52
+ 346.67%
$47.9 - $58.0 $2.49K - $3.02K
67 $3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
New
$80.53 - $147.57 $2.01K - $3.69K
25 $3K
TXT
Textron Inc

Industrials
38
New
$70.19 - $81.2 $2.67K - $3.09K
38 $2K
PAYX
Paychex Inc

Industrials
19
New
$136.06 - $154.52 $2.59K - $2.94K
19 $2K
PATH
Ui Path, Inc.

Technology
200
New
$9.97 - $15.19 $1.99K - $3.04K
200 $2K
RRC
Range Resources Corp

Energy
5
+ 0.88%
$35.22 - $41.29 $176 - $206
576 $22K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
80
New
$36.38 - $38.05 $2.91K - $3.04K
80 $2K
DOCU
Docusign, Inc.

Technology
20
+ 333.33%
$74.7 - $97.7 $1.49K - $1.95K
26 $2K
XYL
Xylem Inc.

Industrials
23
New
$114.02 - $132.04 $2.62K - $3.04K
23 $2K
VRSK
Verisk Analytics, Inc.

Industrials
10
New
$268.63 - $301.33 $2.69K - $3.01K
10 $2K
GROY
Gold Royalty Corp.

Basic Materials
1.4K
New
$1.2 - $1.56 $1.68K - $2.18K
1.4K $2K
XLC
Select Sector Spdr Tr Communic

ETFs
18
+ 17.82%
$94.84 - $105.31 $1.71K - $1.9K
119 $11K
AR
Antero Resources Corp

Energy
4
+ 1.8%
$33.64 - $41.42 $135 - $166
226 $9K
UEC
Uranium Energy Corp

Energy
345
New
$4.77 - $8.2 $1.65K - $2.83K
345 $1K
IAU
Ishares Gold Trust

ETFs
20
New
$49.74 - $58.96 $995 - $1.18K
20 $1K
PAYC
Paycom Software, Inc.

Technology
5
New
$199.42 - $225.82 $997 - $1.13K
5 $1K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
60
+ 14.96%
$128.68 - $160.15 $7.72K - $9.61K
461 $60K
AG
First Majestic Silver Corp

Basic Materials
200
New
$5.28 - $7.25 $1.06K - $1.45K
200 $1K
CCL
Carnival Corp

Consumer Cyclical
100
New
$19.08 - $28.49 $1.91K - $2.85K
100 $1K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
400
New
$2.53 - $3.37 $1.01K - $1.35K
400 $1K
SLV
I Shares Silver Trust

ETFs
40
New
$26.93 - $31.32 $1.08K - $1.25K
40 $1K
CSGP
Costar Group, Inc.

Real Estate
3
New
$69.29 - $80.37 $208 - $241
3 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
4
+ 33.33%
$25.69 - $26.89 $103 - $108
16 $0
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
4
New
$19.12 - $20.71 $76.5 - $82.8
4 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
21
New
$21.75 - $24.28 $457 - $510
21 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5
New
$20.2 - $22.24 $101 - $111
5 $0
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
21
New
N/A
21 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
12
New
$23.16 - $27.04 $278 - $324
12 $0
Celestica Inc
280
New
N/A
280 $0
APPS
Digital Turbine, Inc.

Technology
100
New
$1.7 - $6.52 $170 - $652
100 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
3
+ 100.0%
$21.28 - $35.62 $63.8 - $107
6 $0
Calamos ETF Tr
6
New
N/A
6 $0
Volatility Shs Tr
293K
+ 18.79%
N/A
1.85M $0
LPI
Laredo Petroleum, Inc.

Energy
2
+ 5.13%
N/A
41 $1K
VRT
Vertiv Holdings CO

Industrials
1
New
N/A
1 $0
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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