Legacy Wealth Managment, Llc/Id Reduced Holdings in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-63
- 48.84%
$128.77 - $144.3 $8.11K - $9.09K
66 $8K
XLK
Technology Sector Spdr

ETFs
-146
- 24.5%
$179.73 - $253.23 $26.2K - $37K
450 $113K
EOG
Eog Resources Inc

Energy
-66
- 27.73%
$104.61 - $129.97 $6.9K - $8.58K
172 $20K
LEN
Lennar Corp

Consumer Cyclical
-82
- 67.77%
$102.76 - $115.66 $8.43K - $9.48K
39 $4K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-143
- 11.62%
$51.14 - $57.0 $7.31K - $8.15K
1.09K $61K
HCA
Hca Healthcare, Inc.

Healthcare
-41
- 19.9%
$317.61 - $387.52 $13K - $15.9K
165 $63K
MA
Mastercard Inc

Financial Services
-19
- 15.32%
$479.92 - $590.74 $9.12K - $11.2K
105 $59K
ELV
Elevance Health, Inc.

Healthcare
-18
- 90.0%
$372.27 - $452.69 $6.7K - $8.15K
2 $0
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-468
- 1.55%
$45.89 - $47.6 $21.5K - $22.3K
29.7K $1.41M
MRVL
Marvell Technology, Inc.

Technology
-136
- 57.63%
$49.38 - $79.97 $6.72K - $10.9K
100 $7K
PG
Procter & Gamble CO

Consumer Defensive
-31
- 23.48%
$157.66 - $172.39 $4.89K - $5.34K
101 $16K
KO
Coca Cola CO

Consumer Defensive
-80
- 66.67%
$68.37 - $73.9 $5.47K - $5.91K
40 $2K
SPY
Spdr S&P 500 ETF Trust

ETFs
-29
- 13.43%
$496.48 - $617.85 $14.4K - $17.9K
187 $115K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-82
- 6.37%
$75.05 - $77.34 $6.15K - $6.34K
1.21K $93K
UNP
Union Pacific Corp

Industrials
-15
- 13.04%
$208.27 - $238.46 $3.12K - $3.58K
100 $23K
ROP
Roper Technologies Inc

Industrials
-5
- 11.9%
$519.19 - $590.78 $2.6K - $2.95K
37 $20K
AMGN
Amgen Inc

Healthcare
-3
- 3.03%
$262.28 - $309.85 $787 - $930
96 $26K
VZ
Verizon Communications Inc

Communication Services
-42
- 4.73%
$41.67 - $45.62 $1.75K - $1.92K
846 $36K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-20
- 14.81%
$47.91 - $70.14 $958 - $1.4K
115 $5K
UTHR
United Therapeutics Corp

Healthcare
-7
- 21.21%
$276.47 - $328.4 $1.94K - $2.3K
26 $7K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7
- 28.0%
$212.1 - $244.27 $1.48K - $1.71K
18 $3K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16
- 7.62%
$376.48 - $440.65 $6.02K - $7.05K
194 $85K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 1.49%
$421.16 - $509.5 $421 - $510
66 $29K
XLY
Select Sector Spdr Consumer Di

ETFs
-20
- 58.82%
$176.34 - $218.59 $3.53K - $4.37K
14 $3K
FOXA
Fox Corp

Communication Services
-61
- 91.04%
$47.21 - $57.04 $2.88K - $3.48K
6 $0
ACN
Accenture PLC

Technology
-5
- 38.46%
$279.23 - $323.21 $1.4K - $1.62K
8 $2K
MATX
Matson, Inc.

Industrials
-14
- 31.11%
$93.11 - $132.21 $1.3K - $1.85K
31 $3K
BCC
Boise Cascade CO

Basic Materials
-15
- 34.09%
$83.96 - $102.07 $1.26K - $1.53K
29 $2K
BLDR
Builders First Source, Inc.

Industrials
-11
- 15.71%
$105.63 - $131.12 $1.16K - $1.44K
59 $6K
JXN
Jackson Financial Inc.

Financial Services
-25
- 22.12%
$70.35 - $89.5 $1.76K - $2.24K
88 $7K
KBH
Kb Home

Consumer Cyclical
-20
- 21.28%
$50.15 - $58.93 $1K - $1.18K
74 $3K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-17
- 39.53%
$144.63 - $179.53 $2.46K - $3.05K
26 $4K
BAC
Bank Of America Corp

Financial Services
-50
- 56.18%
$34.39 - $47.46 $1.72K - $2.37K
39 $1K
CORT
Corcept Therapeutics Inc

Healthcare
-11
- 39.29%
$62.24 - $91.93 $685 - $1.01K
17 $1K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 6.8%
$335.24 - $380.78 $2.35K - $2.67K
96 $35K
SNPS
Synopsys Inc

Technology
-9
- 18.75%
$380.9 - $517.66 $3.43K - $4.66K
39 $19K
SWKS
Skyworks Solutions, Inc.

Technology
-10
- 28.57%
$49.2 - $74.95 $492 - $750
25 $1K
SANM
Sanmina Corp

Technology
-24
- 32.88%
$67.3 - $98.07 $1.62K - $2.35K
49 $4K
NMIH
Nmi Holdings, Inc.

Financial Services
-23
- 54.76%
$32.79 - $42.24 $754 - $972
19 $0
CRM
Salesforce, Inc.

Technology
-4
- 4.88%
$236.26 - $291.15 $945 - $1.16K
78 $21K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-3
- 42.86%
$139.81 - $165.8 $419 - $497
4 $0
NIO
Nio Inc.

Consumer Cyclical
-300
- 66.67%
$3.14 - $4.31 $942 - $1.29K
150 $0
ORI
Old Republic International Corp

Financial Services
-27
- 55.1%
$35.25 - $39.79 $952 - $1.07K
22 $0
XLC
Select Sector Spdr Tr Communic

ETFs
-18
- 15.13%
$86.13 - $108.53 $1.55K - $1.95K
101 $10K
RS
Reliance Steel & Aluminum CO

Basic Materials
-4
- 36.36%
$262.08 - $316.81 $1.05K - $1.27K
7 $2K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-20
- 11.24%
$53.93 - $61.5 $1.08K - $1.23K
158 $9K
TGNA
Tegna Inc

Communication Services
-45
- 50.56%
$15.42 - $18.98 $694 - $854
44 $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 20.0%
$390.26 - $489.06 $390 - $489
4 $1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-5
- 50.0%
$90.5 - $114.3 $453 - $572
5 $0
Activity Summary
Buys All Purchases 184 New Holdings 67 Increased Positions 117 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 5 Puts 1
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