Legacy Wealth Asset Management, LLC Incresed Positions in Q1 2025

Legacy Wealth Asset Management, LLC

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTO
Zto Express (Cayman) Inc.

Industrials
114K
+ 544.33%
$17.93 - $21.76 $2.05M - $2.48M
135K $2.68M
TFLO
Ishares Treasury Floating Rate

ETFs
20.9K
+ 10.56%
$50.48 - $50.68 $1.06M - $1.06M
219K $11.1M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
44.6K
+ 31.69%
$12.89 - $15.19 $575K - $678K
185K $2.76M
MLPA
Global X Mlp ETF

ETFs
3.59K
+ 2.14%
$49.83 - $54.53 $179K - $196K
171K $9.14M
GIL
Gildan Activewear Inc.

Consumer Cyclical
18.3K
+ 141.13%
$44.19 - $55.09 $809K - $1.01M
31.3K $1.38M
DG
Dollar General Corp

Consumer Defensive
5.27K
+ 35.2%
$68.44 - $87.93 $361K - $464K
20.3K $1.78M
KLAC
Kla Corp

Technology
681
+ 37.56%
$636.62 - $777.63 $434K - $530K
2.49K $1.7M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.32K
+ 5.46%
$28.66 - $31.72 $238K - $264K
161K $4.95M
UCIB
Ubs Ag

ETFs
14.1K
+ 11.49%
$25.0 - $28.59 $353K - $404K
137K $3.7M
CNI
Canadian National Railway CO

Industrials
5.59K
+ 46.43%
$95.46 - $106.79 $533K - $596K
17.6K $1.72M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.42K
+ 76.71%
$166.63 - $185.86 $403K - $449K
5.57K $927K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
5.29K
+ 3.37%
$36.86 - $39.26 $195K - $208K
162K $6.13M
BHP
Bhp Group LTD

Basic Materials
6.54K
+ 20.72%
$48.18 - $52.11 $315K - $341K
38.1K $1.85M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
32.3K
+ 31.43%
$14.03 - $17.33 $453K - $559K
135K $1.99M
AMT
American Tower Corp

Real Estate
107
+ 1.46%
$173.46 - $217.6 $18.6K - $23.3K
7.44K $1.62M
SGOL
Abrdn Gold ETF Trust

ETFs
667
+ 1.24%
$25.14 - $29.39 $16.8K - $19.6K
54.6K $1.61M
PUK
Prudential PLC

Financial Services
6.17K
+ 28.17%
$14.54 - $21.92 $89.7K - $135K
28.1K $603K
CB
Chubb LTD

Financial Services
418
+ 8.49%
$257.71 - $301.99 $108K - $126K
5.34K $1.61M
NSP
Insperity, Inc.

Industrials
1.32K
+ 11.38%
$69.6 - $94.21 $91.7K - $124K
12.9K $1.14M
PAYC
Paycom Software, Inc.

Technology
833
+ 27.69%
$199.42 - $225.82 $166K - $188K
3.84K $839K
GMAB
Genmab A/S

Healthcare
13.2K
+ 36.67%
$18.69 - $24.14 $248K - $320K
49.4K $966K
CCI
Crown Castle International Corp

Real Estate
710
+ 7.0%
$84.33 - $106.39 $59.9K - $75.5K
10.8K $1.13M
VIV
Telefonica Brasil S.A.

Communication Services
16.2K
+ 27.39%
$7.5 - $9.4 $121K - $152K
75.1K $655K
SBAC
Sba Communications Corp

Real Estate
313
+ 3.69%
$192.76 - $224.91 $60.3K - $70.4K
8.79K $1.93M
E
Eni Spa

Energy
2.73K
+ 8.24%
$27.51 - $31.47 $75K - $85.8K
35.8K $1.11M
IBN
Icici Bank LTD

Financial Services
2.32K
+ 3.08%
$27.55 - $31.67 $63.8K - $73.4K
77.6K $2.45M
MMM
3 M CO

Industrials
72
+ 0.72%
$129.7 - $155.12 $9.34K - $11.2K
10.1K $1.48M
BBD
Bank Bradesco

Financial Services
62.5K
+ 48.37%
$1.85 - $2.32 $116K - $145K
192K $427K
HDB
Hdfc Bank LTD

Financial Services
1.14K
+ 3.19%
$58.06 - $66.85 $66.1K - $76.1K
36.8K $2.45M
XP
Xp Inc.

Financial Services
8.93K
+ 39.22%
$11.05 - $15.69 $98.7K - $140K
31.7K $436K
ING
Ing Groep Nv

Financial Services
95
+ 0.23%
$15.51 - $20.74 $1.47K - $1.97K
41.4K $811K
TTE
Total Energies Se

Energy
2.33K
+ 7.54%
N/A
33.3K $2.28M
SIVR
Abrdn Silver ETF Trust

ETFs
593
+ 2.15%
$28.07 - $32.82 $16.6K - $19.5K
28.1K $913K
TPR
Tapestry, Inc.

Consumer Cyclical
1.39K
+ 26.5%
$65.63 - $89.21 $91K - $124K
6.62K $466K
PHG
Koninklijke Philips Nv

Healthcare
4.68K
+ 9.12%
$24.92 - $28.61 $117K - $134K
56K $1.42M
CNQ
Canadian Natural Resources LTD

Energy
3.85K
+ 30.39%
$26.72 - $32.74 $103K - $126K
16.5K $509K
ITUB
Itau Unibanco Holding S.A.

Financial Services
11.7K
+ 12.93%
$4.87 - $6.28 $56.8K - $73.2K
102K $559K
HMC
Honda Motor CO LTD

Consumer Cyclical
7.09K
+ 11.24%
$26.9 - $30.41 $191K - $216K
70.1K $1.9M
LKQ
Lkq Corp

Consumer Cyclical
237
+ 1.57%
$36.24 - $44.05 $8.59K - $10.4K
15.4K $653K
EXP
Eagle Materials Inc

Basic Materials
633
+ 37.3%
$207.49 - $262.13 $131K - $166K
2.33K $514K
STM
St Microelectronics N.V.

Technology
5.9K
+ 48.16%
$21.64 - $28.22 $128K - $167K
18.2K $398K
ST
Sensata Technologies Holding PLC

Technology
5.06K
+ 53.7%
$24.27 - $30.0 $123K - $152K
14.5K $351K
PLD
Prologis, Inc.

Real Estate
408
+ 6.46%
$103.59 - $124.04 $42.3K - $50.6K
6.72K $751K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.99K
+ 1.41%
$23.28 - $23.95 $46.3K - $47.6K
143K $3.38M
ATR
Aptargroup, Inc.

Healthcare
847
+ 15.5%
$141.7 - $159.83 $120K - $135K
6.31K $936K
BP
Bp PLC

Energy
473
+ 3.53%
$29.93 - $35.31 $14.2K - $16.7K
13.9K $469K
SNN
Smith & Nephew PLC

Healthcare
147
+ 0.84%
$23.89 - $30.34 $3.51K - $4.46K
17.7K $502K
XEL
Xcel Energy Inc

Utilities
623
+ 8.15%
$63.37 - $72.1 $39.5K - $44.9K
8.27K $585K
PRGO
Perrigo CO PLC

Healthcare
978
+ 5.65%
$23.5 - $29.47 $23K - $28.8K
18.3K $513K
Activity Summary
Buys All Purchases 132 New Holdings 20 Increased Positions 112 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 0 Puts 0
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