Legacy Wealth Asset Management, LLC Incresed Positions 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
ALC
Alcon Inc

Healthcare
9.86K
+ 46.55%
$72.05 - $79.44 $711K - $784K
31.1K $2.41M
IEMG
Ishares Inc

ETFs
11.4K
+ 205.19%
N/A
17K $911K
TFLO
Ishares Treasury Floating Rate

ETFs
11.4K
+ 6.45%
$50.42 - $50.61 $575K - $577K
188K $9.5M
EFV
Msci Eafe Value ETF

ETFs
7.03K
+ 153.1%
$66.73 - $70.99 $469K - $499K
11.6K $816K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.24K
+ 3.21%
$34.75 - $36.18 $286K - $298K
265K $9.52M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.04K
+ 41.28%
$147.71 - $162.85 $302K - $333K
6.99K $1.12M
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
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 1.56%
$429.59 - $576.2 $19.3K - $25.9K
2.92K $1.6M
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
USFR
Wisdomtree Floating Rate Treas

ETFs
4.32K
+ 13.0%
$50.24 - $50.4 $217K - $218K
37.6K $1.89M
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
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
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
ADBE
Adobe Inc.

Technology
746
+ 18.18%
$325.07 - $359.91 $243K - $268K
4.85K $1.58M
DG
Dollar General Corp

Consumer Defensive
1.16K
+ 32.47%
$95.94 - $106.44 $111K - $123K
4.73K $493K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
685
+ 11.88%
$160.73 - $179.07 $110K - $123K
6.45K $1.08M
BMY
Bristol Myers Squibb CO

Healthcare
2.12K
+ 20.23%
$42.6 - $49.08 $90.5K - $104K
12.6K $590K
NVDA
Nvidia Corp

Technology
595
+ 2.09%
$179.83 - $207.04 $107K - $123K
29.1K $5.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.29K
+ 7.02%
$82.69 - $83.12 $106K - $107K
19.6K $1.62M
NYT
New York Times CO

Communication Services
276
+ 2.1%
$54.66 - $64.49 $15.1K - $17.8K
13.4K $857K
NEE
Nextera Energy Inc

Utilities
48
+ 0.5%
$78.18 - $86.03 $3.75K - $4.13K
9.62K $825K
DDOG
Datadog, Inc.

Technology
19
+ 0.93%
$151.17 - $199.72 $2.87K - $3.79K
2.07K $382K
WTM
White Mountains Insurance Group LTD

Financial Services
5
+ 1.62%
$1650.5 - $1937.93 $8.25K - $9.69K
313 $602K
EHC
Encompass Health Corp

Healthcare
1.66K
+ 21.51%
$113.46 - $127.18 $188K - $211K
9.38K $1.06M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
41
+ 2.84%
$402.9 - $437.15 $16.5K - $17.9K
1.48K $643K
MLPA
Global X Mlp ETF

ETFs
754
+ 0.35%
$46.39 - $48.6 $35K - $36.6K
215K $10.5M
ENSG
Ensign Group, Inc

Healthcare
95
+ 0.84%
$173.93 - $189.93 $16.5K - $18K
11.4K $2.03M
VGSH
Vanguard

ETFs
1.2K
+ 5.13%
$58.64 - $58.96 $70.1K - $70.5K
24.5K $1.44M
PANW
Palo Alto Networks Inc

Technology
201
+ 1.81%
$204.77 - $221.38 $41.2K - $44.5K
11.3K $2.32M
KO
Coca Cola CO

Consumer Defensive
52
+ 0.41%
$66.1 - $71.61 $3.44K - $3.72K
12.7K $896K
PEN
Penumbra Inc

Healthcare
70
+ 4.63%
$225.54 - $280.29 $15.8K - $19.6K
1.58K $440K
VTR
Ventas, Inc.

Real Estate
96
+ 1.61%
$67.45 - $78.0 $6.48K - $7.49K
6.08K $473K
SPGI
S&P Global Inc.

Financial Services
97
+ 4.61%
$472.05 - $502.96 $45.8K - $48.8K
2.2K $1.08M
DE
Deere & CO

Industrials
51
+ 3.8%
$439.11 - $480.78 $22.4K - $24.5K
1.39K $663K
BP
Bp PLC

Energy
575
+ 3.97%
$32.78 - $37.35 $18.8K - $21.5K
15.1K $549K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
161
+ 2.05%
$65.69 - $70.41 $10.6K - $11.3K
8.03K $551K
TRU
Trans Union

Industrials
1.02K
+ 13.25%
$73.51 - $85.6 $75.3K - $87.7K
8.75K $693K
TDG
Trans Digm Group Inc

Industrials
25
+ 6.36%
$1237.71 - $1359.3 $30.9K - $34K
418 $560K
AOS
Smith A O Corp

Industrials
1.6K
+ 23.0%
$64.74 - $73.54 $104K - $118K
8.56K $554K
HLN
Haleon PLC

Healthcare
192
+ 0.29%
$8.79 - $9.9 $1.69K - $1.9K
67.2K $644K
VGLT
Vanguard Long Term Treasury Et

ETFs
839
+ 3.33%
$56.44 - $58.38 $47.4K - $49K
26.1K $1.47M
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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