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
CPNG
Coupang, Inc.

Consumer Cyclical
-211
- 0.79%
$21.98 - $26.89 $4.64K - $5.67K
26.5K $582K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-298
- 0.58%
$42.7 - $46.33 $12.7K - $13.8K
51K $2.18M
CHKP
Check Point Software Technologies LTD

Technology
-59
- 0.61%
$170.18 - $209.01 $10K - $12.3K
9.57K $1.79M
OXY
Occidental Petroleum Corp

Energy
-773
- 5.68%
$45.36 - $55.91 $35.1K - $43.2K
12.8K $634K
ISMD
Northern Lts Fd Tr Iv

ETFs
-327
- 0.23%
$36.81 - $40.75 $12K - $13.3K
143K $5.35M
BWX
Spdr Bloomberg International T

ETFs
-323
- 1.09%
$21.39 - $23.3 $6.91K - $7.53K
29.4K $628K
UPS
United Parcel Service Inc

Industrials
-209
- 5.51%
$122.65 - $138.35 $25.6K - $28.9K
3.59K $452K
VVV
Valvoline Inc

Energy
-349
- 3.89%
$36.18 - $43.41 $12.6K - $15.2K
8.63K $312K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1.2K
- 17.9%
$83.95 - $99.75 $100K - $119K
5.49K $490K
SPSC
Sps Commerce Inc

Technology
-214
- 10.61%
$165.0 - $198.81 $35.3K - $42.5K
1.8K $331K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-440
- 2.33%
$81.68 - $82.93 $35.9K - $36.5K
18.4K $1.51M
ERJ
Embraer S.A.

Industrials
-2.69K
- 8.6%
$32.46 - $40.0 $87.4K - $108K
28.6K $1.05M
LFUS
Littelfuse Inc

Technology
-13
- 0.71%
$233.99 - $262.18 $3.04K - $3.41K
1.83K $430K
ADSK
Autodesk, Inc.

Technology
-228
- 2.92%
N/A
7.57K $1.86M
BCPC
Balchem Corp

Basic Materials
-96
- 3.26%
$163.0 - $183.41 $15.6K - $17.6K
2.85K $464K
RMD
Resmed Inc

Healthcare
-131
- 8.3%
$228.69 - $256.07 $30K - $33.5K
1.45K $331K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-897
- 30.45%
$152.04 - $211.12 $136K - $189K
2.05K $416K
WY
Weyerhaeuser CO

Real Estate
-84
- 0.95%
$27.21 - $33.7 $2.29K - $2.83K
8.71K $245K
BNTX
Bio N Tech Se

Healthcare
-156
- 2.35%
$99.72 - $122.68 $15.6K - $19.1K
6.49K $738K
SPGI
S&P Global Inc.

Financial Services
-38
- 2.32%
$480.36 - $529.17 $18.3K - $20.1K
1.6K $796K
UBS
Ubs Group Ag

Financial Services
-383
- 0.63%
$29.78 - $33.08 $11.4K - $12.7K
60.3K $1.83M
EHC
Encompass Health Corp

Healthcare
-216
- 3.23%
$92.35 - $103.77 $19.9K - $22.4K
6.47K $597K
FIS
Fidelity National Information Services, Inc.

Technology
-321
- 4.41%
$80.14 - $90.95 $25.7K - $29.2K
6.96K $561K
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 1.71%
$385.02 - $431.37 $13.5K - $15.1K
2.01K $782K
CSX
Csx Corp

Industrials
-59
- 0.3%
$31.58 - $36.88 $1.86K - $2.18K
19.6K $632K
MGA
Magna International Inc

Consumer Cyclical
-1.24K
- 13.69%
$39.47 - $46.46 $48.9K - $57.6K
7.81K $326K
F
Ford Motor CO

Consumer Cyclical
-1.15K
- 2.24%
$9.69 - $11.4 $11.1K - $13.1K
50.2K $496K
RTX
Raytheon Technologies Corp

Industrials
-93
- 1.48%
$114.45 - $127.21 $10.6K - $11.8K
6.2K $717K
PRGO
Perrigo CO PLC

Healthcare
-1.2K
- 6.45%
$24.18 - $28.91 $28.9K - $34.5K
17.3K $445K
RELX
Relx PLC

Communication Services
-230
- 1.61%
$44.45 - $48.63 $10.2K - $11.2K
14.1K $638K
HOLX
Hologic Inc

Healthcare
-20
- 0.48%
$70.76 - $83.72 $1.42K - $1.67K
4.14K $298K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-168
- 2.03%
$44.04 - $49.49 $7.4K - $8.31K
8.11K $357K
BP
Bp PLC

Energy
-455
- 3.28%
$28.16 - $33.14 $12.8K - $15.1K
13.4K $396K
RY
Royal Bank Of Canada

Financial Services
-109
- 1.87%
$119.72 - $128.02 $13K - $14K
5.72K $688K
CX
Cemex Sab De Cv

Basic Materials
-562
- 0.74%
$5.17 - $6.16 $2.91K - $3.46K
75.4K $425K
ISRG
Intuitive Surgical Inc

Healthcare
-408
- 7.1%
$471.27 - $550.62 $192K - $225K
5.34K $2.79M
NVT
N Vent Electric PLC

Industrials
-396
- 8.8%
$67.69 - $79.19 $26.8K - $31.4K
4.1K $279K
CHX
Champion X Corp

Energy
-376
- 4.39%
$25.79 - $32.51 $9.7K - $12.2K
8.19K $222K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.39%
$288.47 - $316.54 $2.6K - $2.85K
2.29K $663K
GIB
Cgi Inc

Technology
-36
- 0.67%
$107.0 - $116.25 $3.85K - $4.19K
5.34K $583K
KRG
Kite Realty Group Trust

Real Estate
-142
- 0.6%
$24.49 - $27.85 $3.48K - $3.95K
23.5K $594K
POWI
Power Integrations Inc

Technology
-249
- 3.47%
$60.04 - $68.05 $14.9K - $16.9K
6.93K $427K
BRO
Brown & Brown, Inc.

Financial Services
-259
- 6.18%
$100.93 - $113.42 $26.1K - $29.4K
3.93K $401K
YUM
Yum Brands Inc

Consumer Cyclical
-15
- 0.29%
$130.36 - $139.54 $1.96K - $2.09K
5.21K $698K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-88
- 0.6%
$45.17 - $47.23 $3.97K - $4.16K
14.5K $657K
IOSP
Innospec Inc.

Basic Materials
-110
- 1.99%
$107.78 - $124.9 $11.9K - $13.7K
5.41K $595K
CVX
Chevron Corp

Energy
-102
- 1.91%
$141.15 - $162.53 $14.4K - $16.6K
5.24K $758K
LANC
Lancaster Colony Corp

Consumer Defensive
-66
- 1.65%
$172.18 - $200.28 $11.4K - $13.2K
3.94K $682K
WM
Waste Management Inc

Industrials
-34
- 1.14%
$201.79 - $228.46 $6.86K - $7.77K
2.95K $595K
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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