Legacy Wealth Management, LLC / Ms Purchases in Q4 2025

Legacy Wealth Management, LLC / Ms

  • $375 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
327
+ 2.7%
$110.64 - $119.78 $36.2K - $39.2K
12.5K $1.5B
CVX
Chevron Corp

Energy
934
+ 23.08%
$148.9 - $157.72 $139K - $147K
4.98K $759M
AXP
American Express CO

Financial Services
15
+ 0.5%
$316.26 - $372.77 $4.74K - $5.59K
3.02K $1.12B
LLY
Eli Lilly & CO

Healthcare
7
+ 2.14%
$799.57 - $1025.28 $5.6K - $7.18K
334 $359M
TSME
Thrivent ETF Tr Small Mid Cap
2.58K
+ 20.59%
N/A
15.1K $629M
HD
Home Depot, Inc.

Consumer Cyclical
419
+ 59.1%
$358.03 - $397.02 $150K - $166K
1.13K $388M
AMGN
Amgen Inc

Healthcare
16
+ 0.83%
$290.13 - $341.71 $4.64K - $5.47K
1.95K $639M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 5.87%
$600.51 - $631.95 $54.6K - $57.5K
1.64K $1.03B
Ralliant Corp
804
+ 16.54%
N/A
5.66K $288M
BSCU
Invesco Exc Self Ind Tr

ETFs
3.87K
+ 25.5%
$16.86 - $17.02 $65.2K - $65.8K
19K $322M
KO
Coca Cola CO

Consumer Defensive
71
+ 0.75%
$66.1 - $71.61 $4.69K - $5.08K
9.51K $665M
NEE
Nextera Energy Inc

Utilities
57
+ 1.22%
$78.18 - $86.03 $4.46K - $4.9K
4.73K $379M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.34K
+ 12.9%
$19.54 - $19.6 $26.2K - $26.3K
11.7K $230M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
186
+ 4.69%
$78.97 - $83.03 $14.7K - $15.4K
4.16K $343M
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.14%
N/A
2.15K $738M
EGP
Eastgroup Properties Inc

Real Estate
14
+ 0.86%
$166.12 - $182.72 $2.33K - $2.56K
1.64K $292M
VRT
Vertiv Holdings CO

Industrials
1
+ 0.07%
N/A
1.4K $227M
ABBV
Abb Vie Inc.

Healthcare
68
+ 7.69%
$211.96 - $244.38 $14.4K - $16.6K
952 $218M
CHY
Calamos Convertible & High Income Fund

Financial Services
182
+ 0.36%
$11.21 - $11.73 $2.04K - $2.13K
50.9K $576M
GAB
Gabelli Equity Trust Inc

Financial Services
305
+ 0.98%
$5.86 - $6.17 $1.79K - $1.88K
31.5K $195M
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.12%
$94.02 - $97.61 $376 - $390
3.28K $316M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
190
+ 0.35%
$10.64 - $11.42 $2.02K - $2.17K
54.8K $574M
BX
Blackstone Inc.

Financial Services
112
+ 2.86%
$138.42 - $168.45 $15.5K - $18.9K
4.03K $622M
Tidal Trust Ii
1.18K
+ 5.15%
N/A
24.1K $241M
Blackrock Inc
1
+ 0.17%
N/A
604 $646M
Linde PLC
7
+ 0.49%
N/A
1.43K $608M
PLTR
Palantir Technologies Inc.

Technology
420
+ 1.23%
$172.14 - $207.18 $72.3K - $87K
34.6K $6.15B
ORCL
Oracle Corp

Technology
35
+ 1.92%
$217.57 - $313.0 $7.61K - $11K
1.85K $361M
T
At&T Inc.

Communication Services
663
+ 1.24%
$24.44 - $27.55 $16.2K - $18.3K
54K $1.34B
META
Meta Platforms, Inc.

Communication Services
178
+ 4.26%
$609.01 - $751.67 $108K - $134K
4.36K $2.88B
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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