Legacy Wealth Asset Management, LLC Purchases in Q4 2025

Legacy Wealth Asset Management, LLC

  • $347 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
9.41K
+ 427.97%
$835.79 - $946.29 $7.87M - $8.91M
11.6K $9.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.6K
New
$358.39 - $376.54 $1.29M - $1.36M
3.6K $1.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
52.5K
New
$23.02 - $24.23 $1.21M - $1.27M
52.5K $1.26M
IWS
Ishares Russell Midcap Value E

ETFs
6.43K
New
$135.66 - $140.93 $872K - $906K
6.43K $886K
ALC
Alcon Inc

Healthcare
9.86K
+ 46.55%
$72.05 - $79.44 $711K - $784K
31.1K $2.41M
KB
Kb Financial Group Inc.

Financial Services
8.13K
New
$77.5 - $91.13 $630K - $741K
8.13K $723K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
40.9K
New
$15.2 - $17.48 $621K - $714K
40.9K $714K
NGG
National Grid PLC

Utilities
9.18K
New
$72.53 - $78.09 $666K - $717K
9.18K $710K
AEM
Agnico Eagle Mines LTD

Basic Materials
3.91K
New
$155.17 - $185.52 $607K - $725K
3.91K $657K
IEMG
Ishares Inc

ETFs
11.4K
+ 205.19%
N/A
17K $911K
EFV
Msci Eafe Value ETF

ETFs
7.03K
+ 153.1%
$66.73 - $70.99 $469K - $499K
11.6K $816K
NTES
Net Ease, Inc.

Communication Services
3.5K
New
$138.39 - $153.93 $484K - $538K
3.5K $489K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.24K
+ 3.21%
$34.75 - $36.18 $286K - $298K
265K $9.52M
GE
General Electric CO

Industrials
1.42K
New
$291.49 - $314.28 $414K - $446K
1.42K $426K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.47K
New
$94.02 - $97.61 $421K - $437K
4.47K $423K
APG
A Pi Group Corp

Industrials
10.4K
New
$33.64 - $38.36 $351K - $400K
10.4K $389K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.04K
+ 41.28%
$147.71 - $162.85 $302K - $333K
6.99K $1.12M
WIX
Wix.Com Ltd.

Technology
2.94K
New
$125.29 - $153.79 $369K - $453K
2.94K $368K
FCNCA
First Citizens Bancshares Inc

Financial Services
205
New
$1638.68 - $1845.3 $336K - $378K
205 $366K
PLD
Prologis, Inc.

Real Estate
2.52K
+ 44.31%
$111.23 - $127.18 $280K - $320K
8.19K $1.01M
BCPC
Balchem Corp

Basic Materials
2.1K
+ 76.26%
$140.3 - $157.21 $294K - $330K
4.85K $760K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.13K
New
$291.71 - $309.36 $329K - $349K
1.13K $329K
AEIS
Advanced Energy Industries Inc

Industrials
1.6K
New
$169.62 - $225.8 $272K - $362K
1.6K $324K
MDB
Mongo Db, Inc.

Technology
887
New
$313.81 - $373.89 $278K - $332K
887 $312K
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 1.56%
$429.59 - $576.2 $19.3K - $25.9K
2.92K $1.6M
AAPL
Apple Inc.

Technology
62
+ 0.31%
$245.27 - $275.25 $15.2K - $17.1K
20.2K $5.4M
FICO
Fair Isaac Corp

Technology
74
+ 13.65%
$1512.71 - $1879.55 $112K - $139K
616 $1.07M
MMM
3 M CO

Industrials
897
+ 8.98%
$148.75 - $171.6 $133K - $154K
10.9K $1.8M
AWI
Armstrong World Industries Inc

Industrials
1.3K
New
$182.66 - $203.71 $237K - $265K
1.3K $237K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.15K
New
$199.44 - $208.01 $229K - $239K
1.15K $235K
BRKR
Bruker Corp

Healthcare
5.54K
New
$34.56 - $42.49 $191K - $235K
5.54K $230K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.32K
+ 13.0%
$50.24 - $50.4 $217K - $218K
37.6K $1.89M
NOMD
Nomad Foods LTD

Consumer Defensive
17.4K
New
$11.15 - $13.37 $194K - $233K
17.4K $212K
ELAN
Elanco Animal Health Inc

Healthcare
9.83K
New
$19.76 - $22.86 $194K - $225K
9.83K $207K
DLR
Digital Realty Trust, Inc.

Real Estate
1.3K
New
$158.11 - $179.28 $206K - $233K
1.3K $205K
NWE
Northwestern Corp

Utilities
3.15K
New
$57.03 - $67.31 $180K - $212K
3.15K $204K
COLB
Columbia Banking System, Inc.

Financial Services
7.51K
New
$24.07 - $27.14 $181K - $204K
7.51K $202K
GM
General Motors CO

Consumer Cyclical
2.8K
New
$55.35 - $71.89 $155K - $202K
2.8K $197K
WFRD
Weatherford International PLC

Energy
2.72K
New
$61.45 - $76.22 $167K - $207K
2.72K $196K
UCIB
Ubs Ag

ETFs
4.29K
+ 2.55%
$26.8 - $27.93 $115K - $120K
173K $4.77M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2K
+ 82.35%
$88.26 - $94.73 $177K - $190K
4.43K $418K
AVNT
Avient Corp

Basic Materials
6.46K
New
$29.29 - $32.79 $189K - $212K
6.46K $189K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8K
+ 5.27%
$23.98 - $24.37 $192K - $195K
160K $3.84M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
89
+ 2.26%
$118.79 - $161.47 $10.6K - $14.4K
4.02K $641K
HUBG
Hub Group, Inc.

Industrials
5.06K
New
$33.12 - $37.12 $168K - $188K
5.06K $179K
HDB
Hdfc Bank LTD

Financial Services
263
+ 0.43%
$33.8 - $37.18 $8.89K - $9.78K
61.5K $2.27M
RGA
Reinsurance Group Of America Inc

Financial Services
934
+ 41.98%
$181.54 - $197.59 $170K - $185K
3.16K $596K
AMGN
Amgen Inc

Healthcare
19
+ 0.72%
$290.13 - $341.71 $5.51K - $6.49K
2.64K $902K
BSX
Boston Scientific Corp

Healthcare
561
+ 2.77%
$94.95 - $104.98 $53.3K - $58.9K
20.8K $2.14M
Activity Summary
Buys All Purchases 196 New Holdings 30 Increased Positions 166 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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