Legacy Wealth Asset Management, LLC New Holdings in Q4 2025

Legacy Wealth Asset Management, LLC

  • $347 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
NTES
Net Ease, Inc.

Communication Services
3.5K
New
$138.39 - $153.93 $484K - $538K
3.5K $489K
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
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
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
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
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
AVNT
Avient Corp

Basic Materials
6.46K
New
$29.29 - $32.79 $189K - $212K
6.46K $189K
HUBG
Hub Group, Inc.

Industrials
5.06K
New
$33.12 - $37.12 $168K - $188K
5.06K $179K
Cushman And Wakefield LTD
13.8K
New
N/A
13.8K $0
American Healthcare Reit Inc
19.5K
New
N/A
19.5K $0
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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