Legacy Wealth Managment, Llc/Id New Holdings in Q4 2024

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
7.46K
New
$162.69 - $473.83 $1.21M - $3.54M
7.46K $2.16M
ORCL
Oracle Corp

Technology
494
New
$165.41 - $192.43 $81.7K - $95.1K
494 $82K
VONV
Vanguard Russell 1000 Value Et

ETFs
575
New
$80.87 - $87.69 $46.5K - $50.4K
575 $46K
TFLO
Ishares Treasury Floating Rate

ETFs
923
New
$50.37 - $50.63 $46.5K - $46.7K
923 $46K
USFR
Wisdomtree Floating Rate Treas

ETFs
880
New
$50.23 - $50.46 $44.2K - $44.4K
880 $44K
VONG
Vanguard Russell 1000 Growth E

ETFs
400
New
$95.27 - $107.82 $38.1K - $43.1K
400 $41K
IDEV
Ishares Core Msci Intl Develop

ETFs
491
New
$64.18 - $70.42 $31.5K - $34.6K
491 $31K
USFD
Us Foods Holding Corp.

Consumer Defensive
459
New
$60.65 - $72.33 $27.8K - $33.2K
459 $30K
DGRO
Ishares Core Dividend Growth E

ETFs
354
New
$60.73 - $64.94 $21.5K - $23K
354 $21K
CAT
Caterpillar Inc

Industrials
59
New
$360.37 - $416.88 $21.3K - $24.6K
59 $21K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
300
New
$66.77 - $71.52 $20K - $21.5K
300 $20K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
343
New
$45.73 - $47.09 $15.7K - $16.2K
343 $15K
PANW
Palo Alto Networks Inc

Technology
76
New
$181.96 - $405.9 $13.8K - $30.8K
76 $13K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
206
New
$51.33 - $53.74 $10.6K - $11.1K
206 $10K
DFAS
Dimensional ETF Tr U S Small C

ETFs
166
New
$63.58 - $71.15 $10.6K - $11.8K
166 $10K
GLOB
Globant S.A.

Technology
39
New
$193.45 - $236.83 $7.54K - $9.24K
39 $8K
SPOT
Spotify Technology S.A.

Communication Services
16
New
$362.95 - $502.38 $5.81K - $8.04K
16 $7K
MANH
Manhattan Associates Inc

Technology
28
New
$263.36 - $309.78 $7.37K - $8.67K
28 $7K
IWD
Ishares Russell 1000 Val ETF

ETFs
37
New
$183.23 - $199.79 $6.78K - $7.39K
37 $6K
TW
Tradeweb Markets Inc.

Financial Services
49
New
$124.87 - $136.32 $6.12K - $6.68K
49 $6K
ODP
Odp Corp

Consumer Cyclical
300
New
$21.75 - $31.88 $6.53K - $9.56K
300 $6K
NOW
Service Now, Inc.

Technology
5
New
$867.18 - $1148.42 $4.34K - $5.74K
5 $5K
LLY
Eli Lilly & CO

Healthcare
7
New
$727.2 - $932.06 $5.09K - $6.52K
7 $5K
ICLR
Icon PLC

Healthcare
25
New
$187.22 - $297.57 $4.68K - $7.44K
25 $5K
TDG
Trans Digm Group Inc

Industrials
4
New
$1239.0 - $1442.53 $4.96K - $5.77K
4 $5K
CDW
Cdw Corp

Technology
30
New
$171.49 - $225.64 $5.14K - $6.77K
30 $5K
ONTO
Onto Innovation Inc.

Technology
25
New
$158.54 - $225.02 $3.96K - $5.63K
25 $4K
TLT
Ishares Barclays 20+ Year Trea

ETFs
56
New
$87.1 - $98.49 $4.88K - $5.52K
56 $4K
NVMI
Nova Ltd.

Technology
22
New
$172.39 - $221.56 $3.79K - $4.87K
22 $4K
RCMT
Rcm Technologies, Inc.

Industrials
200
New
$20.0 - $25.9 $4K - $5.18K
200 $4K
VVX
V2 X, Inc.

Industrials
100
New
$46.98 - $68.82 $4.7K - $6.88K
100 $4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
35
New
$128.36 - $186.0 $4.49K - $6.51K
35 $4K
CEG
Constellation Energy Corp

Utilities
20
New
$224.28 - $285.52 $4.49K - $5.71K
20 $4K
DKNG
Draft Kings Inc.

Consumer Cyclical
130
New
$35.32 - $44.84 $4.59K - $5.83K
130 $4K
HEI
Heico Corp

Industrials
15
New
$237.06 - $279.02 $3.56K - $4.19K
15 $3K
MPWR
Monolithic Power Systems Inc

Technology
6
New
$560.06 - $942.58 $3.36K - $5.66K
6 $3K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
108
New
$34.13 - $37.35 $3.69K - $4.03K
108 $3K
FUBO
Fubo Tv Inc.

Communication Services
2.44K
New
$1.25 - $1.81 $3.05K - $4.41K
2.44K $3K
EA
Electronic Arts Inc.

Communication Services
22
New
$140.69 - $167.97 $3.1K - $3.7K
22 $3K
ESS
Essex Property Trust, Inc.

Real Estate
10
New
N/A
10 $2K
TRV
Travelers Companies, Inc.

Financial Services
12
New
$225.97 - $266.66 $2.71K - $3.2K
12 $2K
IQV
Iqvia Holdings Inc.

Healthcare
11
New
$190.97 - $236.63 $2.1K - $2.6K
11 $2K
SYF
Synchrony Financial

Financial Services
43
New
$49.01 - $68.55 $2.11K - $2.95K
43 $2K
JCI
Johnson Controls International PLC

Industrials
33
New
$74.23 - $86.6 $2.45K - $2.86K
33 $2K
PCOR
Procore Technologies, Inc.

Technology
34
New
$58.8 - $85.72 $2K - $2.91K
34 $2K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
23
New
$93.52 - $95.37 $2.15K - $2.19K
23 $2K
CMI
Cummins Inc

Industrials
8
New
$324.93 - $383.42 $2.6K - $3.07K
8 $2K
EQR
Equity Residential

Real Estate
40
New
$69.12 - $77.48 $2.76K - $3.1K
40 $2K
TECH
Bio Techne Corp

Healthcare
38
New
$66.37 - $78.17 $2.52K - $2.97K
38 $2K
Activity Summary
Buys All Purchases 300 New Holdings 122 Increased Positions 178 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 5 Puts 1
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