Legacy Wealth Managment, Llc/Id Sells in Q3 2025

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-45
- 9.53%
$86.91 - $99.57 $3.91K - $4.48K
427 $41K
PG
Procter & Gamble CO

Consumer Defensive
-10
- 9.9%
$150.47 - $161.22 $1.5K - $1.61K
91 $13K
IBM
International Business Machines Corp

Technology
-2
- 1.36%
$234.77 - $292.47 $470 - $585
145 $40K
META
Meta Platforms, Inc.

Communication Services
-4
- 2.53%
$695.21 - $791.73 $2.78K - $3.17K
154 $113K
MLI
Mueller Industries Inc

Industrials
-28
- 51.85%
$82.07 - $101.7 $2.3K - $2.85K
26 $2K
ACN
Accenture PLC

Technology
-4
- 50.0%
$232.56 - $304.78 $930 - $1.22K
4 $0
RRC
Range Resources Corp

Energy
-4
- 0.7%
$32.79 - $39.33 $131 - $157
569 $21K
CAH
Cardinal Health Inc

Healthcare
-11
- 28.95%
$146.04 - $167.63 $1.61K - $1.84K
27 $4K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-55
- 2.32%
$72.57 - $74.72 $3.99K - $4.11K
2.32K $172K
CNM
Core & Main, Inc.

Industrials
-23
- 57.5%
$48.56 - $66.98 $1.12K - $1.54K
17 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-28
- 21.54%
$72.01 - $74.44 $2.02K - $2.08K
102 $7K
SRLN
Ssga Active Trust

ETFs
-37
- 36.63%
$41.28 - $41.65 $1.53K - $1.54K
64 $2K
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 23.75%
$215.01 - $273.02 $4.09K - $5.19K
61 $15K
GS
Goldman Sachs Group Inc

Financial Services
-4
- 30.77%
$696.56 - $806.32 $2.79K - $3.23K
9 $7K
MA
Mastercard Inc

Financial Services
-4
- 3.81%
$550.18 - $598.96 $2.2K - $2.4K
101 $57K
TXN
Texas Instruments Inc

Technology
-5
- 71.43%
N/A
2 $0
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-28
- 22.22%
$36.93 - $40.55 $1.03K - $1.14K
98 $3K
WFC
Wells Fargo & Company

Financial Services
-17
- 47.22%
$77.05 - $85.16 $1.31K - $1.45K
19 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-50
- 7.27%
$52.12 - $55.33 $2.61K - $2.77K
638 $35K
RMBS
Rambus Inc

Technology
-17
- 51.52%
$62.85 - $107.38 $1.07K - $1.83K
16 $1K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-34
- 37.36%
$40.94 - $42.85 $1.39K - $1.46K
57 $2K
ZM
Zoom Video Communications, Inc.

Technology
-10
- 50.0%
$69.77 - $86.83 $698 - $868
10 $0
TWST
Twist Bioscience Corp

Healthcare
-25
- 49.02%
$24.16 - $39.12 $604 - $978
26 $0
SLVM
Sylvamo Corp

Basic Materials
-7
- 8.64%
$40.4 - $53.01 $283 - $371
74 $3K
HSBC
Hsbc Holdings PLC

Financial Services
-33
- 22.92%
$60.27 - $70.98 $1.99K - $2.34K
111 $7K
MRK
Merck & Co., Inc.

Healthcare
-10
- 62.5%
$77.6 - $87.37 $776 - $874
6 $0
RNR
Renaissancere Holdings LTD

Financial Services
-5
- 71.43%
$231.95 - $253.93 $1.16K - $1.27K
2 $0
COIN
Coinbase Global, Inc.

Technology
-1
- 3.85%
$297.99 - $419.78 $298 - $420
25 $8K
FCG
First Tr Exchange Traded Fd

ETFs
-10
- 20.0%
$22.47 - $24.38 $225 - $244
40 $0
JBL
Jabil Inc

Technology
-7
- 31.82%
$202.08 - $234.45 $1.41K - $1.64K
15 $3K
BAC
Bank Of America Corp

Financial Services
-32
- 82.05%
$44.92 - $52.42 $1.44K - $1.68K
7 $0
CDNS
Cadence Design Systems Inc

Technology
-5
- 13.89%
$309.46 - $373.37 $1.55K - $1.87K
31 $10K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-15
- 26.79%
$85.01 - $90.35 $1.28K - $1.36K
41 $3K
GE
General Electric CO

Industrials
-10
- 24.39%
$244.75 - $305.63 $2.45K - $3.06K
31 $9K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 7.29%
$567.77 - $614.76 $3.97K - $4.3K
89 $54K
FNF
Fidelity National Financial, Inc.

Financial Services
-8
- 2.95%
$51.22 - $61.07 $410 - $489
263 $15K
Tidal Trust Ii
-8.12K
- 67.43%
N/A
3.92K $0
TM
Toyota Motor Corp

Consumer Cyclical
-2
- 15.38%
$167.86 - $202.79 $336 - $406
11 $2K
DSMC
ETF Ser Solutions Distillate S
-1.97K
- 21.38%
N/A
7.26K $0
Celestica Inc
-267
- 54.05%
N/A
227 $0
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 2.41%
$195.41 - $212.37 $391 - $425
81 $16K
AUR
Aurora Innovation, Inc.

Technology
-100
- 26.67%
$5.05 - $6.56 $505 - $656
275 $1K
Calamos ETF Tr
-6.08K
- 10.99%
N/A
49.3K $0
Volatility Shs Tr
-77.3K
- 76.76%
N/A
23.4K $0
Calamos ETF Tr
-2.3K
- 41.49%
N/A
3.25K $0
SPMD
Spdr Portfolio

ETFs
-42
- 4.13%
$54.43 - $58.29 $2.29K - $2.45K
975 $55K
Innovator Etfs Trust
-2
- 1.21%
N/A
163 $0
HOOD
Robinhood Markets, Inc.

Technology
-7
- 41.18%
$91.27 - $143.18 $639 - $1K
10 $1K
NKE
Nike, Inc.

Consumer Cyclical
-6
- 15.79%
$69.24 - $79.24 $415 - $475
32 $2K
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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