Legacy Wealth Managment, Llc/Id Sells in Q2 2025

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SANM
Sanmina Corp

Technology
-24
- 32.88%
$67.3 - $98.07 $1.62K - $2.35K
49 $4K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 20.0%
$390.26 - $489.06 $390 - $489
4 $1K
TM
Toyota Motor Corp

Consumer Cyclical
-4
- 23.53%
$158.63 - $195.39 $635 - $782
13 $2K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-5
- 50.0%
$90.5 - $114.3 $453 - $572
5 $0
SRLN
Ssga Active Trust

ETFs
-38
- 27.34%
$39.47 - $41.59 $1.5K - $1.58K
101 $4K
SNPS
Synopsys Inc

Technology
-9
- 18.75%
$380.9 - $517.66 $3.43K - $4.66K
39 $19K
CRM
Salesforce, Inc.

Technology
-4
- 4.88%
$236.26 - $291.15 $945 - $1.16K
78 $21K
GMED
Globus Medical Inc

Healthcare
-12
- 35.29%
$55.82 - $75.5 $670 - $906
22 $1K
CHKP
Check Point Software Technologies LTD

Technology
-5
- 4.24%
$204.26 - $233.47 $1.02K - $1.17K
113 $25K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-19
- 3.63%
$50.52 - $50.92 $960 - $967
504 $25K
WRB
Berkley W R Corp

Financial Services
-14
- 20.9%
$64.28 - $75.17 $900 - $1.05K
53 $3K
DHI
Horton D R Inc

Consumer Cyclical
-4
- 40.0%
$115.1 - $129.63 $460 - $519
6 $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-16
- 61.54%
$38.28 - $61.65 $612 - $986
10 $0
ENPH
Enphase Energy, Inc.

Technology
-21
- 95.45%
$34.56 - $62.52 $726 - $1.31K
1 $0
NSIT
Insight Enterprises Inc

Technology
-6
- 66.67%
$128.11 - $147.65 $769 - $886
3 $0
ESNT
Essent Group Ltd.

Financial Services
-14
- 36.84%
$52.78 - $61.24 $739 - $857
24 $1K
IDCC
Inter Digital, Inc.

Communication Services
-4
- 50.0%
$183.37 - $234.7 $733 - $939
4 $0
INVA
Innoviva, Inc.

Healthcare
-43
- 53.75%
$17.1 - $21.8 $735 - $937
37 $0
MHO
M/I Homes, Inc.

Consumer Cyclical
-12
- 14.29%
$103.9 - $115.72 $1.25K - $1.39K
72 $8K
MTG
Mgic Investment Corp

Financial Services
-93
- 21.33%
$22.43 - $28.1 $2.09K - $2.61K
343 $9K
MCK
Mckesson Corp

Healthcare
-1
- 33.33%
$652.83 - $732.78 $653 - $733
2 $1K
AFL
Aflac Inc

Financial Services
-9
- 28.13%
$99.77 - $112.45 $898 - $1.01K
23 $2K
ET
Energy Transfer LP

Energy
-59
- 12.85%
$15.65 - $18.93 $923 - $1.12K
400 $7K
LYV
Live Nation Entertainment, Inc.

Communication Services
-8
- 72.73%
$118.81 - $151.28 $950 - $1.21K
3 $0
LMT
Lockheed Martin Corp

Industrials
-2
- 6.67%
$430.82 - $486.45 $862 - $973
28 $12K
VST
Vistra Corp.

Utilities
-12
- 33.33%
$98.07 - $195.04 $1.18K - $2.34K
24 $4K
LPX
Louisiana Pacific Corp

Industrials
-3
- 50.0%
$81.16 - $95.48 $243 - $286
3 $0
SRE
Sempra Energy

Utilities
-4
- 7.84%
$63.78 - $78.91 $255 - $316
47 $3K
FDX
Fedex Corp

Industrials
-3
- 37.5%
$198.07 - $245.17 $594 - $736
5 $1K
Tko Group Holdings Inc
-5
- 55.56%
N/A
4 $0
BUCK
Simplify Exchange Traded Fds S
-432
- 1.91%
N/A
22.2K $0
First Tr Exchng Traded Fd Vi
-8.86K
- 22.62%
N/A
30.3K $0
First Tr Exchng Traded Fd Vi
-8.53K
- 61.82%
N/A
5.27K $0
Sitio Royalties Corp
-1.46K
- 27.94%
N/A
3.76K $0
ENVA
Enova International, Inc.

Financial Services
-7
- 28.0%
$85.91 - $111.52 $601 - $781
18 $2K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-21
- 32.31%
$21.9 - $25.54 $460 - $536
44 $1K
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
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-17
- 48.57%
$21.4 - $26.31 $364 - $447
18 $0
Calamos ETF Tr
-5
- 0.26%
N/A
1.91K $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1
- 5.88%
$107.83 - $119.94 $108 - $120
16 $1K
CNX
Cnx Resources Corp

Energy
-23
- 41.07%
$28.13 - $34.85 $647 - $802
33 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
-5
- 21.74%
$66.47 - $81.81 $332 - $409
18 $1K
SXI
Standex International Corp

Industrials
-3
- 17.65%
$130.91 - $162.93 $393 - $489
14 $2K
T
At&T Inc.

Communication Services
-26
- 2.33%
$26.33 - $28.94 $685 - $752
1.09K $31K
Arista Networks Inc
-52
- 27.81%
N/A
135 $0
Ishares Bitcoin Trust ETF
-96
- 8.82%
N/A
993 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4
- 25.0%
$26.18 - $26.93 $105 - $108
12 $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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