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
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4
- 25.0%
$26.18 - $26.93 $105 - $108
12 $0
LPX
Louisiana Pacific Corp

Industrials
-3
- 50.0%
$81.16 - $95.48 $243 - $286
3 $0
POST
Post Holdings, Inc.

Consumer Defensive
-4
- 16.67%
$107.47 - $118.46 $430 - $474
20 $2K
PPC
Pilgrims Pride Corp

Consumer Defensive
-8
- 50.0%
$44.55 - $56.26 $356 - $450
8 $0
PFGC
Performance Food Group CO

Consumer Defensive
-10
- 16.39%
$71.62 - $89.56 $716 - $896
51 $4K
PRDO
Perdoceo Education Corp

Consumer Defensive
-24
- 14.46%
$24.24 - $34.1 $582 - $818
142 $4K
ENVA
Enova International, Inc.

Financial Services
-7
- 28.0%
$85.91 - $111.52 $601 - $781
18 $2K
NUE
Nucor Corp

Basic Materials
-1
- 5.26%
$103.22 - $131.43 $103 - $131
18 $2K
Ishares Bitcoin Trust ETF
-96
- 8.82%
N/A
993 $0
PCAR
Paccar Inc

Industrials
-3
- 60.0%
$86.4 - $99.09 $259 - $297
2 $0
VST
Vistra Corp.

Utilities
-12
- 33.33%
$98.07 - $195.04 $1.18K - $2.34K
24 $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 33.33%
$483.07 - $625.6 $483 - $626
2 $1K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-11
- 20.37%
$19.1 - $23.83 $210 - $262
43 $1K
Innovator Etfs Trust
-169
- 26.95%
N/A
458 $0
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-21
- 32.31%
$21.9 - $25.54 $460 - $536
44 $1K
HWM
Howmet Aerospace Inc.

Industrials
-3
- 50.0%
$112.33 - $186.13 $337 - $558
3 $0
MRK
Merck & Co., Inc.

Healthcare
-3
- 15.79%
$73.47 - $87.12 $220 - $261
16 $1K
RRC
Range Resources Corp

Energy
-3
- 0.52%
$32.1 - $43.23 $96.3 - $130
573 $23K
COIN
Coinbase Global, Inc.

Technology
-25
- 49.02%
$151.47 - $375.07 $3.79K - $9.38K
26 $9K
EQT
Eqt Corp

Energy
-3
- 0.94%
$46.11 - $60.44 $138 - $181
316 $18K
CTAS
Cintas Corp

Industrials
-14
- 6.09%
$190.11 - $227.66 $2.66K - $3.19K
216 $48K
GE
General Electric CO

Industrials
-3
- 6.82%
$166.81 - $257.39 $500 - $772
41 $10K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-63
- 4.82%
$55.15 - $68.11 $3.47K - $4.29K
1.24K $84K
IDEV
Ishares Core Msci Intl Develop

ETFs
-5
- 1.15%
$61.79 - $76.67 $309 - $383
430 $32K
KLAC
Kla Corp

Technology
-6
- 15.0%
$576.53 - $902.94 $3.46K - $5.42K
34 $30K
MU
Micron Technology Inc

Technology
-3
- 2.56%
$64.72 - $127.91 $194 - $384
114 $14K
BA
Boeing CO

Industrials
-20
- 9.8%
$136.59 - $217.51 $2.73K - $4.35K
184 $38K
COF
Capital One Financial Corp

Financial Services
-3
- 2.07%
$150.57 - $212.76 $452 - $638
142 $30K
ASML
Asml Holding Nv

Technology
-10
- 10.2%
$595.37 - $815.24 $5.95K - $8.15K
88 $70K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-54
- 8.44%
$82.32 - $112.47 $4.45K - $6.07K
586 $65K
UBER
Uber Technologies, Inc

Technology
-23
- 4.65%
$64.62 - $93.3 $1.49K - $2.15K
472 $44K
DIS
Walt Disney CO

Communication Services
-20
- 4.46%
$81.72 - $124.01 $1.63K - $2.48K
428 $53K
GOOGL
Alphabet Inc.

Communication Services
-56
- 5.96%
$144.7 - $178.6 $8.1K - $10K
884 $155K
AMD
Advanced Micro Devices Inc

Technology
-60
- 12.9%
$78.21 - $143.81 $4.69K - $8.63K
405 $57K
INTU
Intuit Inc

Technology
-10
- 8.47%
$544.07 - $787.63 $5.44K - $7.88K
108 $85K
ETN
Eaton Corp PLC

Industrials
-15
- 5.68%
$246.52 - $356.99 $3.7K - $5.35K
249 $88K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-94
- 1.81%
$32.66 - $40.75 $3.07K - $3.83K
5.09K $206K
PLTR
Palantir Technologies Inc.

Technology
-291
- 23.79%
$74.01 - $144.25 $21.5K - $42K
932 $127K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-10
- 2.32%
$141.37 - $228.57 $1.41K - $2.29K
421 $95K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-713
- 0.86%
$3.37 - $4.33 $2.4K - $3.09K
82K $343K
MSFT
Microsoft Corp

Technology
-73
- 6.53%
$354.56 - $497.45 $25.9K - $36.3K
1.05K $519K
MSTR
Microstrategy Inc

Technology
-1.41K
- 17.18%
$237.95 - $421.61 $336K - $596K
6.81K $2.75M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-425
- 0.08%
$16.69 - $23.43 $7.09K - $9.96K
511K $11M
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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