Legacy Wealth Asset Management, LLC Reduced Holdings in Q4 2024

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
-4K
- 23.97%
$29.51 - $37.6 $118K - $150K
12.7K $391K
VIV
Telefonica Brasil S.A.

Communication Services
-69
- 0.12%
$7.5 - $10.25 $518 - $707
59K $445K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-1.06K
- 1.16%
$4.96 - $6.57 $5.24K - $6.94K
90.1K $447K
STM
St Microelectronics N.V.

Technology
-3.01K
- 19.74%
$24.48 - $28.92 $73.8K - $87.1K
12.3K $305K
ACGL
Arch Capital Group Ltd.

Financial Services
-66
- 0.94%
$88.71 - $114.86 $5.85K - $7.58K
6.95K $642K
BIIB
Biogen Inc.

Healthcare
-347
- 15.95%
$146.47 - $191.55 $50.8K - $66.5K
1.83K $279K
SAN
Banco Santander, S.A.

Financial Services
-3.13K
- 1.32%
$4.49 - $5.05 $14K - $15.8K
234K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-39
- 0.4%
$59.25 - $72.99 $2.31K - $2.85K
9.69K $578K
ICE
Intercontinental Exchange, Inc.

Financial Services
-281
- 3.45%
$148.29 - $166.93 $41.7K - $46.9K
7.87K $1.17M
CAT
Caterpillar Inc

Industrials
-138
- 4.69%
$360.37 - $416.88 $49.7K - $57.5K
2.8K $1.02M
PUK
Prudential PLC

Financial Services
-4.01K
- 15.47%
$15.52 - $18.99 $62.2K - $76.1K
21.9K $349K
NSP
Insperity, Inc.

Industrials
-39
- 0.34%
$72.51 - $88.91 $2.83K - $3.47K
11.6K $897K
ZTS
Zoetis Inc.

Healthcare
-21
- 0.56%
$162.24 - $194.42 $3.41K - $4.08K
3.73K $608K
NKE
Nike, Inc.

Consumer Cyclical
-753
- 17.04%
$73.36 - $89.13 $55.2K - $67.1K
3.67K $277K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-174
- 6.56%
$128.36 - $186.0 $22.3K - $32.4K
2.48K $318K
BOKF
Bok Financial Corp

Financial Services
-1.15K
- 22.42%
$101.23 - $119.67 $116K - $137K
3.97K $422K
HLN
Haleon PLC

Healthcare
-4.02K
- 5.57%
$9.23 - $10.71 $37.1K - $43.1K
68.2K $652K
ING
Ing Groep Nv

Financial Services
-455
- 1.09%
$15.1 - $17.73 $6.87K - $8.07K
41.3K $647K
RIO
Rio Tinto PLC

Basic Materials
-204
- 2.53%
$58.59 - $71.15 $12K - $14.5K
7.88K $463K
ST
Sensata Technologies Holding PLC

Technology
-818
- 7.99%
$27.12 - $36.49 $22.2K - $29.8K
9.42K $258K
MNDY
Monday.Com Ltd.

Technology
-21
- 0.86%
$224.69 - $324.31 $4.72K - $6.81K
2.41K $567K
TRU
Trans Union

Industrials
-111
- 1.41%
$92.71 - $108.67 $10.3K - $12.1K
7.79K $721K
LOW
Lowes Companies Inc

Consumer Cyclical
-91
- 2.68%
$244.52 - $284.07 $22.3K - $25.9K
3.31K $816K
KHC
Kraft Heinz CO

Consumer Defensive
-417
- 2.08%
$30.1 - $36.02 $12.6K - $15K
19.7K $603K
CL
Colgate Palmolive CO

Consumer Defensive
-82
- 1.16%
$90.22 - $102.31 $7.4K - $8.39K
7.01K $637K
FSS
Federal Signal Corp

Industrials
-898
- 6.42%
$81.56 - $99.7 $73.2K - $89.5K
13.1K $1.21M
EGP
Eastgroup Properties Inc

Real Estate
-94
- 2.99%
$158.74 - $185.14 $14.9K - $17.4K
3.05K $489K
CB
Chubb LTD

Financial Services
-124
- 2.46%
$271.57 - $301.89 $33.7K - $37.4K
4.92K $1.36M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 0.48%
$396.64 - $516.74 $2.78K - $3.62K
1.45K $584K
MSA
Msa Safety Inc

Industrials
-184
- 3.4%
$163.63 - $178.77 $30.1K - $32.9K
5.23K $867K
FNF
Fidelity National Financial, Inc.

Financial Services
-526
- 4.97%
$55.19 - $63.83 $29K - $33.6K
10.1K $564K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-63
- 0.04%
$23.42 - $24.2 $1.48K - $1.52K
141K $3.3M
PSA
Public Storage

Real Estate
-18
- 1.36%
$289.33 - $360.21 $5.21K - $6.48K
1.31K $390K
SO
Southern CO

Utilities
-129
- 1.27%
$81.5 - $94.15 $10.5K - $12.1K
10K $825K
SHW
Sherwin Williams CO

Basic Materials
-37
- 2.01%
$338.75 - $399.71 $12.5K - $14.8K
1.81K $613K
MTH
Meritage Homes Corp

Consumer Cyclical
-27
- 1.72%
$151.91 - $205.12 $4.1K - $5.54K
1.54K $237K
GD
General Dynamics Corp

Industrials
-7
- 0.33%
$260.28 - $314.03 $1.82K - $2.2K
2.13K $561K
MT
Arcelor Mittal

Basic Materials
-90
- 0.34%
$22.93 - $26.51 $2.06K - $2.39K
26.1K $603K
LYG
Lloyds Banking Group PLC

Financial Services
-1.41K
- 0.7%
$2.67 - $3.23 $3.77K - $4.56K
201K $546K
IPAR
Inter Parfums Inc

Consumer Defensive
-707
- 11.79%
$118.08 - $139.92 $83.5K - $98.9K
5.29K $695K
SLB
Schlumberger Limited

Energy
-745
- 5.1%
$36.83 - $45.59 $27.4K - $34K
13.9K $531K
PEP
Pepsico Inc

Consumer Defensive
-42
- 1.03%
$151.29 - $176.1 $6.35K - $7.4K
4.03K $612K
LMAT
Lemaitre Vascular Inc

Healthcare
-791
- 8.88%
$85.64 - $107.97 $67.7K - $85.4K
8.11K $747K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-259
- 0.88%
$74.71 - $79.24 $19.3K - $20.5K
29.3K $2.25M
WCN
Waste Connections, Inc.

Industrials
-87
- 1.0%
$171.06 - $193.25 $14.9K - $16.8K
8.63K $1.48M
XOM
Exxon Mobil Corp

Energy
-72
- 1.02%
$105.51 - $125.37 $7.6K - $9.03K
7K $752K
DUK
Duke Energy Corp

Utilities
-207
- 2.95%
$105.76 - $120.76 $21.9K - $25K
6.81K $734K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-646
- 1.78%
$19.82 - $21.55 $12.8K - $13.9K
35.7K $707K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-530
- 1.91%
$25.34 - $27.3 $13.4K - $14.5K
27.2K $690K
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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