Legacy Wealth Managment, Llc/Id Incresed Positions in Q3 2025

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
19
+ 1.82%
$491.09 - $535.64 $9.33K - $10.2K
1.06K $551K
APA
Apa Corp

Energy
183
+ 4.12%
$18.06 - $24.69 $3.3K - $4.52K
4.63K $112K
LMT
Lockheed Martin Corp

Industrials
60
+ 214.29%
$410.74 - $499.21 $24.6K - $30K
88 $43K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
591
+ 85.4%
$45.72 - $47.27 $27K - $27.9K
1.28K $60K
UPRO
Proshares Trust Proshares Ultr

ETFs
128
+ 18.29%
$91.26 - $112.39 $11.7K - $14.4K
828 $92K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
537
+ 745.83%
$50.47 - $50.74 $27.1K - $27.2K
609 $30K
EWJ
Ishares Msci Japan ETF

ETFs
329
+ 198.19%
$71.69 - $81.49 $23.6K - $26.8K
495 $39K
SIL
Global X Silver Miners ETF

ETFs
250
+ 74.18%
$47.34 - $71.63 $11.8K - $17.9K
587 $42K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
15K
+ 52.24%
$0.65 - $1.25 $9.73K - $18.7K
43.6K $41K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
1.38K
+ 77.9%
$13.63 - $15.56 $18.8K - $21.5K
3.16K $44K
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 11.58%
$915.95 - $994.57 $44.9K - $48.7K
472 $436K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
31
+ 6.43%
$156.09 - $180.72 $4.84K - $5.6K
513 $92K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 2.19%
$108.46 - $120.63 $3.15K - $3.5K
1.35K $160K
INTC
Intel Corp

Technology
327
+ 64.75%
$19.31 - $35.5 $6.31K - $11.6K
832 $27K
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 54.12%
$291.67 - $316.99 $13.4K - $14.6K
131 $39K
XLE
Energy Sector Spdr

ETFs
162
+ 97.01%
$84.25 - $91.99 $13.6K - $14.9K
329 $29K
CRGY
Crescent Energy CO

Energy
998
+ 6.23%
$8.22 - $9.94 $8.2K - $9.92K
17K $151K
CIVI
Civitas Resources, Inc.

Energy
101
+ 5.27%
$27.85 - $37.37 $2.81K - $3.77K
2.02K $65K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
21
+ 0.5%
$33.78 - $36.74 $709 - $772
4.2K $152K
XLY
Select Sector Spdr Consumer Di

ETFs
43
+ 307.14%
$216.09 - $242.18 $9.29K - $10.4K
57 $13K
BDX
Becton Dickinson & CO

Healthcare
50
+ 100.0%
$172.41 - $199.66 $8.62K - $9.98K
100 $18K
XLU
Utilities Sector Spdr

ETFs
106
+ 504.76%
$81.14 - $87.32 $8.6K - $9.26K
127 $11K
APP
App Lovin Corp

Technology
4
+ 23.53%
$335.1 - $718.54 $1.34K - $2.87K
21 $15K
AMD
Advanced Micro Devices Inc

Technology
8
+ 1.98%
$134.8 - $184.42 $1.08K - $1.48K
413 $66K
XLF
Financial Sector Spdr

ETFs
164
+ 328.0%
$51.37 - $54.25 $8.42K - $8.9K
214 $11K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
9
+ 3.83%
$64.22 - $99.03 $578 - $891
244 $24K
OMC
Omnicom Group Inc.

Communication Services
100
+ 172.41%
$70.41 - $81.53 $7.04K - $8.15K
158 $12K
PSEC
Prospect Capital Corp

Financial Services
3K
+ 469.48%
$2.59 - $3.47 $7.77K - $10.4K
3.64K $10K
PHYS
Sprott Physical Gold Trust

Financial Services
35
+ 2.48%
$25.02 - $29.62 $876 - $1.04K
1.45K $42K
VNQ
Vanguard Specialized Funds Van

ETFs
72
+ 118.03%
$88.47 - $93.24 $6.37K - $6.71K
133 $12K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
138
+ 2.22%
$47.02 - $47.71 $6.49K - $6.58K
6.34K $301K
XLV
Select Sector Spdr Fund Health

ETFs
42
+ 63.64%
$129.01 - $139.72 $5.42K - $5.87K
108 $15K
EMB
Ishares Tr

ETFs
75
+ 394.74%
$91.52 - $95.59 $6.86K - $7.17K
94 $8K
O
Realty Income Corp

Real Estate
88
+ 44.0%
$56.13 - $60.79 $4.94K - $5.35K
288 $17K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
700
+ 43.75%
$13.2 - $17.81 $9.24K - $12.5K
2.3K $31K
CMCSA
Comcast Corp

Communication Services
200
+ 425.53%
$31.41 - $36.33 $6.28K - $7.27K
247 $7K
ET
Energy Transfer LP

Energy
400
+ 100.0%
$17.11 - $18.16 $6.84K - $7.26K
800 $13K
XLI
Industrial Sector Spdr

ETFs
30
+ 111.11%
$147.94 - $154.99 $4.44K - $4.65K
57 $8K
AXON
Axon Enterprise, Inc.

Industrials
7
+ 233.33%
$698.02 - $870.97 $4.89K - $6.1K
10 $7K
CTRA
Coterra Energy Inc.

Energy
339
+ 13.25%
$23.09 - $25.45 $7.83K - $8.63K
2.9K $68K
CEG
Constellation Energy Corp

Utilities
9
+ 24.32%
$298.82 - $354.89 $2.69K - $3.19K
46 $15K
MO
Altria Group, Inc.

Consumer Defensive
5
+ 0.94%
$57.75 - $67.68 $289 - $338
535 $35K
SHOP
Shopify Inc.

Technology
20
+ 125.0%
$112.11 - $157.12 $2.24K - $3.14K
36 $5K
ABBV
Abb Vie Inc.

Healthcare
5
+ 8.62%
$184.85 - $231.54 $924 - $1.16K
63 $14K
XLP
Consumer Staples Sector Spdr

ETFs
59
+ 218.52%
N/A
86 $6K
SM
Sm Energy CO

Energy
125
+ 3.79%
$24.97 - $28.98 $3.12K - $3.62K
3.43K $85K
DASH
Door Dash, Inc.

Communication Services
14
+ 175.0%
$234.5 - $272.5 $3.28K - $3.82K
22 $5K
RGTI
Rigetti Computing, Inc.

Technology
32
+ 23.88%
$11.33 - $32.1 $363 - $1.03K
166 $4K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
100
+ 270.27%
$26.38 - $27.95 $2.64K - $2.8K
137 $3K
Activity Summary
Buys All Purchases 247 New Holdings 98 Increased Positions 149 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 2 Puts 0
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