Legacy Wealth Managment, Llc/Id Reduced Holdings in Q1 2025

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15
- 83.33%
$634.14 - $744.83 $9.51K - $11.2K
3 $1K
SRLN
Ssga Active Trust

ETFs
-198
- 58.75%
$41.02 - $41.99 $8.12K - $8.31K
139 $5K
ITB
Ishares Tr

ETFs
-80
- 74.07%
$93.86 - $111.45 $7.51K - $8.92K
28 $2K
COIN
Coinbase Global, Inc.

Technology
-20
- 28.17%
$172.23 - $301.3 $3.44K - $6.03K
51 $8K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 53.57%
$476.63 - $610.45 $7.15K - $9.16K
13 $6K
SPMD
Spdr Portfolio

ETFs
-119
- 78.81%
$50.21 - $57.73 $5.97K - $6.87K
32 $1K
WFC
Wells Fargo & Company

Financial Services
-104
- 74.29%
$66.78 - $81.42 $6.95K - $8.47K
36 $2K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-216
- 78.83%
$28.64 - $32.91 $6.19K - $7.11K
58 $1K
VICI
Vici Properties Inc.

Real Estate
-212
- 84.8%
$28.21 - $32.68 $5.98K - $6.93K
38 $1K
AMGN
Amgen Inc

Healthcare
-42
- 29.79%
$258.59 - $327.36 $10.9K - $13.7K
99 $30K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-108
- 63.16%
$50.39 - $50.66 $5.44K - $5.47K
63 $3K
CRK
Comstock Resources Inc

Energy
-346
- 25.15%
$16.92 - $21.52 $5.85K - $7.45K
1.03K $20K
MDT
Medtronic PLC

Healthcare
-54
- 64.29%
$79.84 - $94.5 $4.31K - $5.1K
30 $2K
EBAY
Ebay Inc

Consumer Cyclical
-66
- 75.0%
$61.61 - $70.93 $4.07K - $4.68K
22 $1K
PCTY
Paylocity Holding Corp

Technology
-22
- 95.65%
$183.21 - $217.86 $4.03K - $4.79K
1 $0
IWR
Ishares Russell Mid Cap ETF

ETFs
-17
- 3.98%
$82.81 - $92.93 $1.41K - $1.58K
410 $34K
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 9.09%
$222.66 - $268.42 $1.78K - $2.15K
80 $18K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-69
- 51.49%
$23.53 - $25.24 $1.62K - $1.74K
65 $1K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19
- 11.45%
$58.81 - $68.2 $1.12K - $1.3K
147 $8K
CSCO
Cisco Systems, Inc.

Technology
-50
- 11.11%
$58.74 - $64.87 $2.94K - $3.24K
400 $24K
ON
On Semiconductor Corp

Technology
-6
- 8.82%
$40.69 - $64.51 $244 - $387
62 $2K
IDEV
Ishares Core Msci Intl Develop

ETFs
-56
- 11.41%
$63.77 - $71.36 $3.57K - $4K
435 $29K
IBM
International Business Machines Corp

Technology
-20
- 16.81%
$217.4 - $264.74 $4.35K - $5.29K
99 $24K
IEMG
Ishares Inc

ETFs
-35
- 7.71%
N/A
419 $22K
BFLY
Butterfly Network, Inc.

Healthcare
-400
- 80.0%
$2.28 - $4.82 $912 - $1.93K
100 $0
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-825
- 2.8%
$0.66 - $1.25 $545 - $1.03K
28.7K $21K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-21
- 5.06%
$49.42 - $50.43 $1.04K - $1.06K
394 $19K
SSO
Proshares Ultra S&P 500

ETFs
-3
- 3.37%
$80.57 - $100.21 $242 - $301
86 $7K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-23
- 6.71%
$45.88 - $46.8 $1.06K - $1.08K
320 $14K
NEE
Nextera Energy Inc

Utilities
-9
- 5.08%
$66.96 - $76.16 $603 - $685
168 $11K
Calamos ETF Tr
-9.85K
- 75.95%
N/A
3.12K $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-4
- 57.14%
$48.65 - $66.04 $195 - $264
3 $0
Calamos ETF Tr
-8.51K
- 81.62%
N/A
1.92K $0
Innovator Etfs Trust
-9.18K
- 76.0%
N/A
2.9K $0
Super Micro Computer Inc
-91
- 23.27%
N/A
300 $0
Beneficient
-80
- 3.23%
N/A
2.4K $0
AVB
Avalonbay Communities Inc

Real Estate
-1
- 7.69%
$207.86 - $228.08 $208 - $228
12 $2K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-16
- 2.9%
$44.68 - $46.49 $715 - $744
535 $24K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-15
- 7.28%
$50.82 - $52.7 $762 - $791
191 $10K
J P Morgan Exchange Traded F
-1.24K
- 7.1%
N/A
16.3K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 3.7%
$308.86 - $455.36 $309 - $455
26 $9K
BUCK
Simplify Exchange Traded Fds S
-6.26K
- 21.64%
N/A
22.6K $0
Simplify Exchange Traded Fun
-6.27K
- 25.33%
N/A
18.5K $0
Ge Healthcare Technologies I
-91
- 92.86%
N/A
7 $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-84
- 67.2%
N/A
41 $0
NFTY
First Tr Alphadex Fd Ii India
-8
- 80.0%
N/A
2 $0
OVV
Ovintiv Inc.

Energy
-2
- 6.67%
$37.84 - $45.91 $75.7 - $91.8
28 $1K
DSMC
ETF Ser Solutions Distillate S
-8.42K
- 51.39%
N/A
7.97K $0
Sitio Royalties Corp
-708
- 11.95%
N/A
5.22K $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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