Legacy Wealth Managment, Llc/Id Incresed Positions in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
50
+ 625.0%
$169.2 - $216.66 $8.46K - $10.8K
58 $12K
VLO
Valero Energy Corp

Energy
80
+ 86.02%
$121.76 - $142.99 $9.74K - $11.4K
173 $22K
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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
222
+ 219.8%
$49.67 - $51.43 $11K - $11.4K
323 $16K
CMCSA
Comcast Corp

Communication Services
266
+ 565.96%
$33.19 - $38.23 $8.83K - $10.2K
313 $11K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
353
+ 630.36%
$25.93 - $29.28 $9.15K - $10.3K
409 $11K
OMC
Omnicom Group Inc.

Communication Services
115
+ 179.69%
$79.43 - $88.34 $9.13K - $10.2K
179 $14K
XLV
Select Sector Spdr Fund Health

ETFs
63
+ 95.45%
$137.61 - $149.68 $8.67K - $9.43K
129 $18K
CTAS
Cintas Corp

Industrials
14
+ 6.48%
$182.09 - $208.14 $2.55K - $2.91K
230 $47K
ET
Energy Transfer LP

Energy
400
+ 677.97%
$17.26 - $21.08 $6.9K - $8.43K
459 $8K
ROP
Roper Technologies Inc

Industrials
5
+ 13.51%
$502.71 - $593.81 $2.51K - $2.97K
42 $24K
HPQ
Hp Inc

Technology
299
+ 57.17%
$27.69 - $34.72 $8.28K - $10.4K
822 $22K
FOXA
Fox Corp

Communication Services
52
+ 346.67%
$47.9 - $58.0 $2.49K - $3.02K
67 $3K
EQT
Eqt Corp

Energy
2
+ 0.63%
$46.16 - $54.25 $92.3 - $109
319 $17K
XLY
Select Sector Spdr Consumer Di

ETFs
20
+ 142.86%
$192.6 - $233.2 $3.85K - $4.66K
34 $6K
RRC
Range Resources Corp

Energy
5
+ 0.88%
$35.22 - $41.29 $176 - $206
576 $22K
AR
Antero Resources Corp

Energy
4
+ 1.8%
$33.64 - $41.42 $135 - $166
226 $9K
XLC
Select Sector Spdr Tr Communic

ETFs
18
+ 17.82%
$94.84 - $105.31 $1.71K - $1.9K
119 $11K
DOCU
Docusign, Inc.

Technology
20
+ 333.33%
$74.7 - $97.7 $1.49K - $1.95K
26 $2K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
60
+ 14.96%
$128.68 - $160.15 $7.72K - $9.61K
461 $60K
QTUM
ETF Ser Solutions Defiance Qua
1
+ 33.33%
N/A
4 $0
Volatility Shs Tr
293K
+ 18.79%
N/A
1.85M $0
FTXL
First Tr ETF Vi Nasdaq Semicon
426
+ 13.21%
N/A
3.65K $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
1.43K
+ 13.27%
N/A
12.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.02K
+ 24.19%
N/A
20.6K $0
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
50
+ 35.71%
$1.4 - $2.67 $70 - $134
190 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
3
+ 100.0%
$21.28 - $35.62 $63.8 - $107
6 $0
Blackrock Health Sciences Te
1.43K
+ 1781.25%
N/A
1.51K $0
Biosig Technologies Inc
2.61M
+ 72.53%
N/A
6.22M $0
BTEGF
Baytex Energy Corp.

Energy
32
+ 8.29%
N/A
418 $1K
Veren Inc
65
+ 32.99%
N/A
262 $0
Amplify ETF Tr
1.02K
+ 357.89%
N/A
1.31K $0
VST
Vistra Corp.

Utilities
2
+ 5.88%
$108.49 - $191.89 $217 - $384
36 $4K
LPI
Laredo Petroleum, Inc.

Energy
2
+ 5.13%
N/A
41 $1K
FTGS
First Tr Exchange Traded Fd Gr
2.39K
+ 7.98%
N/A
32.3K $0
First Tr Exchng Traded Fd Vi
16.3K
+ 71.27%
N/A
39.2K $0
NIO
Nio Inc.

Consumer Cyclical
200
+ 80.0%
$3.75 - $5.22 $750 - $1.04K
450 $1K
MTDR
Matador Resources CO

Energy
2
+ 11.11%
$44.79 - $63.77 $89.6 - $128
20 $1K
MGY
Magnolia Oil & Gas Corp

Energy
2
+ 10.0%
$22.26 - $26.58 $44.5 - $53.2
22 $0
Kala Bio Inc
15
+ 150.0%
N/A
25 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.96K
+ 219.78%
N/A
2.85K $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
8
+ 20.0%
$10.61 - $16.49 $84.9 - $132
48 $0
IONQ
Ion Q, Inc.

Technology
5
+ 250.0%
$18.27 - $51.07 $91.4 - $255
7 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 29.17%
$27.01 - $28.54 $189 - $200
31 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
4
+ 33.33%
$25.69 - $26.89 $103 - $108
16 $0
First Tr Exchng Traded Fd Vi
6.24K
+ 82.4%
N/A
13.8K $0
RGTI
Rigetti Computing, Inc.

Technology
49
+ 63.64%
$6.05 - $19.51 $296 - $956
126 $0
TGT
Target Corp

Consumer Defensive
48
+ 18.18%
$103.65 - $142.5 $4.98K - $6.84K
312 $32K
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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