Legacy Wealth Asset Management, LLC Incresed Positions in Q4 2024

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
20.8K
+ 452.04%
$51.78 - $57.15 $1.08M - $1.19M
25.4K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
1.98K
+ 191.51%
$213.65 - $479.86 $424K - $952K
3.02K $1.22M
MLPA
Global X Mlp ETF

ETFs
14.4K
+ 9.4%
$47.44 - $52.61 $683K - $757K
167K $8.27M
IEMG
Ishares Inc

ETFs
14.6K
+ 261.62%
N/A
20.1K $1.08M
EFG
Msci Eafe Growth ETF

ETFs
6.35K
+ 245.3%
$96.83 - $106.88 $614K - $678K
8.93K $864K
GIL
Gildan Activewear Inc.

Consumer Cyclical
6.94K
+ 115.12%
$46.28 - $50.23 $321K - $348K
13K $610K
VCTR
Victory Capital Holdings, Inc.

Financial Services
712
+ 3.01%
$54.76 - $72.24 $39K - $51.4K
24.3K $1.59M
PAYC
Paycom Software, Inc.

Technology
785
+ 35.31%
$159.94 - $240.25 $126K - $189K
3.01K $616K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.76K
+ 60.87%
$101.77 - $113.02 $179K - $199K
4.65K $491K
UCIB
Ubs Ag

ETFs
6.14K
+ 5.26%
$24.37 - $28.1 $150K - $173K
123K $3.17M
SGOL
Abrdn Gold ETF Trust

ETFs
5.37K
+ 11.06%
$24.46 - $26.62 $131K - $143K
53.9K $1.35M
USPH
U S Physical Therapy Inc

Healthcare
953
+ 11.14%
$77.48 - $99.91 $73.8K - $95.2K
9.51K $843K
LKQ
Lkq Corp

Consumer Cyclical
4.13K
+ 37.57%
$36.0 - $39.99 $149K - $165K
15.1K $555K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
482
+ 1.64%
$55.73 - $66.16 $26.9K - $31.9K
30K $1.81M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
3.91K
+ 33.81%
$32.93 - $39.8 $129K - $155K
15.5K $517K
ONB
Old National Bancorp

Financial Services
396
+ 3.82%
$17.94 - $23.23 $7.1K - $9.2K
10.8K $233K
MMM
3 M CO

Industrials
839
+ 9.14%
$124.74 - $137.12 $105K - $115K
10K $1.29M
USFD
Us Foods Holding Corp.

Consumer Defensive
160
+ 4.03%
$60.65 - $72.33 $9.7K - $11.6K
4.13K $278K
CME
Cme Group Inc.

Financial Services
14
+ 0.59%
$221.17 - $246.02 $3.1K - $3.44K
2.39K $555K
USFR
Wisdomtree Floating Rate Treas

ETFs
373
+ 1.17%
$50.23 - $50.46 $18.7K - $18.8K
32.2K $1.62M
TDY
Teledyne Technologies Inc

Technology
4
+ 0.61%
$436.59 - $489.24 $1.75K - $1.96K
659 $305K
AFG
American Financial Group Inc

Financial Services
64
+ 1.37%
$126.81 - $149.08 $8.12K - $9.54K
4.74K $648K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
33
+ 1.06%
$174.04 - $205.27 $5.74K - $6.77K
3.15K $568K
COP
Conocophillips

Energy
530
+ 7.89%
$95.12 - $114.72 $50.4K - $60.8K
7.25K $718K
FMC
Fmc Corp

Basic Materials
3.45K
+ 37.87%
$47.86 - $66.62 $165K - $230K
12.5K $609K
COLD
Americold Realty Trust

Real Estate
6.24K
+ 34.5%
$21.03 - $27.78 $131K - $173K
24.3K $520K
AIV
Apartment Investment & Management CO

Real Estate
67
+ 0.58%
$8.03 - $9.09 $538 - $609
11.5K $104K
PNM
Pnm Resources Inc

Utilities
12
+ 0.25%
N/A
4.79K $199K
Te Connectivity PLC
50
+ 0.4%
N/A
12.5K $0
Rb Global Inc
23
+ 0.28%
N/A
8.23K $0
UHALB
Amerco Com Ser N
503
+ 5.78%
N/A
9.2K $0
AVB
Avalonbay Communities Inc

Real Estate
4
+ 0.41%
$216.28 - $237.81 $865 - $951
986 $216K
VGSH
Vanguard

ETFs
208
+ 1.05%
$58.02 - $58.88 $12.1K - $12.2K
20.1K $1.17M
NICE
Nice Ltd.

Technology
14
+ 0.55%
$164.71 - $199.17 $2.31K - $2.79K
2.54K $432K
AVT
Avnet Inc

Technology
25
+ 0.53%
$52.09 - $57.69 $1.3K - $1.44K
4.73K $247K
ELS
Equity Lifestyle Properties Inc

Real Estate
43
+ 1.1%
$66.06 - $72.51 $2.84K - $3.12K
3.94K $262K
VTR
Ventas, Inc.

Real Estate
28
+ 0.69%
$57.73 - $66.48 $1.62K - $1.86K
4.06K $239K
SIVR
Abrdn Silver ETF Trust

ETFs
1.29K
+ 4.92%
$27.61 - $33.22 $35.6K - $42.9K
27.5K $759K
D
Dominion Energy, Inc

Utilities
86
+ 1.1%
$52.63 - $60.92 $4.53K - $5.24K
7.89K $425K
SHEL
Shell PLC

Energy
5
+ 0.06%
$60.63 - $70.23 $303 - $351
8.3K $520K
CPT
Camden Property Trust

Real Estate
46
+ 0.78%
$112.52 - $127.03 $5.18K - $5.84K
5.95K $690K
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.61K
+ 21.79%
$37.97 - $49.45 $99.2K - $129K
14.6K $564K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
62
+ 0.84%
$64.91 - $73.47 $4.02K - $4.56K
7.47K $487K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 0.66%
$209.89 - $233.24 $7.35K - $8.16K
5.33K $1.13M
UNP
Union Pacific Corp

Industrials
2
+ 0.07%
$223.15 - $249.32 $446 - $499
2.85K $649K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.4%
$466.52 - $543.88 $1.87K - $2.18K
1.02K $476K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10
+ 0.03%
$12.61 - $15.33 $126 - $153
38.5K $495K
QCOM
Qualcomm Inc

Technology
28
+ 0.61%
$150.4 - $178.04 $4.21K - $4.99K
4.65K $714K
UTZ
Utz Brands, Inc.

Consumer Defensive
445
+ 1.11%
$15.46 - $18.02 $6.88K - $8.02K
40.6K $636K
Activity Summary
Buys All Purchases 82 New Holdings 20 Increased Positions 62 Sells All Sells 254 Reductions 254 Sold out 0 Options Calls 0 Puts 0
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