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
TM
Toyota Motor Corp

Consumer Cyclical
-4
- 23.53%
$158.63 - $195.39 $635 - $782
13 $2K
PHM
Pultegroup Inc

Consumer Cyclical
-8
- 40.0%
$92.02 - $106.54 $736 - $852
12 $1K
WSM
Williams Sonoma Inc

Consumer Cyclical
-5
- 38.46%
$137.62 - $174.44 $688 - $872
8 $1K
SRLN
Ssga Active Trust

ETFs
-38
- 27.34%
$39.47 - $41.59 $1.5K - $1.58K
101 $4K
OGE
Oge Energy Corp.

Utilities
-21
- 48.84%
$42.23 - $46.38 $887 - $974
22 $0
MTG
Mgic Investment Corp

Financial Services
-93
- 21.33%
$22.43 - $28.1 $2.09K - $2.61K
343 $9K
LMT
Lockheed Martin Corp

Industrials
-2
- 6.67%
$430.82 - $486.45 $862 - $973
28 $12K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5
- 20.83%
$113.67 - $150.4 $568 - $752
19 $2K
IDCC
Inter Digital, Inc.

Communication Services
-4
- 50.0%
$183.37 - $234.7 $733 - $939
4 $0
NSIT
Insight Enterprises Inc

Technology
-6
- 66.67%
$128.11 - $147.65 $769 - $886
3 $0
GMED
Globus Medical Inc

Healthcare
-12
- 35.29%
$55.82 - $75.5 $670 - $906
22 $1K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-16
- 61.54%
$38.28 - $61.65 $612 - $986
10 $0
ESNT
Essent Group Ltd.

Financial Services
-14
- 36.84%
$52.78 - $61.24 $739 - $857
24 $1K
ENPH
Enphase Energy, Inc.

Technology
-21
- 95.45%
$34.56 - $62.52 $726 - $1.31K
1 $0
ET
Energy Transfer LP

Energy
-59
- 12.85%
$15.65 - $18.93 $923 - $1.12K
400 $7K
DHI
Horton D R Inc

Consumer Cyclical
-4
- 40.0%
$115.1 - $129.63 $460 - $519
6 $0
CHKP
Check Point Software Technologies LTD

Technology
-5
- 4.24%
$204.26 - $233.47 $1.02K - $1.17K
113 $25K
AFL
Aflac Inc

Financial Services
-9
- 28.13%
$99.77 - $112.45 $898 - $1.01K
23 $2K
LYV
Live Nation Entertainment, Inc.

Communication Services
-8
- 72.73%
$118.81 - $151.28 $950 - $1.21K
3 $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-19
- 3.63%
$50.52 - $50.92 $960 - $967
504 $25K
MCK
Mckesson Corp

Healthcare
-1
- 33.33%
$652.83 - $732.78 $653 - $733
2 $1K
ZBRA
Zebra Technologies Corp

Technology
-2
- 50.0%
$213.54 - $309.26 $427 - $619
2 $0
WRB
Berkley W R Corp

Financial Services
-14
- 20.9%
$64.28 - $75.17 $900 - $1.05K
53 $3K
MHO
M/I Homes, Inc.

Consumer Cyclical
-12
- 14.29%
$103.9 - $115.72 $1.25K - $1.39K
72 $8K
OHI
Omega Healthcare Investors Inc

Real Estate
-15
- 57.69%
$35.55 - $39.05 $533 - $586
11 $0
First Tr Exchng Traded Fd Vi
-8.86K
- 22.62%
N/A
30.3K $0
T
At&T Inc.

Communication Services
-26
- 2.33%
$26.33 - $28.94 $685 - $752
1.09K $31K
Sitio Royalties Corp
-1.46K
- 27.94%
N/A
3.76K $0
COOP
Mr. Cooper Group Inc.

Financial Services
-3
- 50.0%
$107.26 - $155.96 $322 - $468
3 $0
BUCK
Simplify Exchange Traded Fds S
-432
- 1.91%
N/A
22.2K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-39
- 95.12%
N/A
2 $0
SRE
Sempra Energy

Utilities
-4
- 7.84%
$63.78 - $78.91 $255 - $316
47 $3K
NTES
Net Ease, Inc.

Communication Services
-11
- 39.29%
$91.37 - $134.58 $1.01K - $1.48K
17 $2K
FDX
Fedex Corp

Industrials
-3
- 37.5%
$198.07 - $245.17 $594 - $736
5 $1K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1
- 5.88%
$107.83 - $119.94 $108 - $120
16 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8
- 61.54%
$63.54 - $68.5 $508 - $548
5 $0
Calamos ETF Tr
-5
- 0.26%
N/A
1.91K $0
Tko Group Holdings Inc
-5
- 55.56%
N/A
4 $0
Tidal Tr Ii
-302
- 25.27%
N/A
893 $0
CARS
Cars.Com Inc.

Consumer Cyclical
-17
- 56.67%
$10.05 - $12.1 $171 - $206
13 $0
TFII
Tfi International Inc.

Industrials
-11
- 23.91%
$73.75 - $91.79 $811 - $1.01K
35 $3K
Millrose Pptys Inc
-38
- 80.85%
N/A
9 $0
Listed Fds Tr
-237
- 25.19%
N/A
704 $0
CNX
Cnx Resources Corp

Energy
-23
- 41.07%
$28.13 - $34.85 $647 - $802
33 $1K
SXI
Standex International Corp

Industrials
-3
- 17.65%
$130.91 - $162.93 $393 - $489
14 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
-5
- 21.74%
$66.47 - $81.81 $332 - $409
18 $1K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-17
- 48.57%
$21.4 - $26.31 $364 - $447
18 $0
Arista Networks Inc
-52
- 27.81%
N/A
135 $0
First Tr Exchng Traded Fd Vi
-8.53K
- 61.82%
N/A
5.27K $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
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email