Legacy Wealth Management, Inc New Holdings in Q3 2024

Legacy Wealth Management, Inc

  • $1.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
757K
New
$64.9 - $73.35 $49.2M - $55.6M
757K $55M
XLK
Technology Sector Spdr

ETFs
3.63K
New
$197.34 - $237.68 $717K - $864K
3.63K $820K
MSFT
Microsoft Corp

Technology
1.7K
New
$395.15 - $467.56 $670K - $793K
1.7K $729K
XLV
Select Sector Spdr Fund Health

ETFs
4.46K
New
$143.3 - $157.24 $639K - $701K
4.46K $687K
XLF
Financial Sector Spdr

ETFs
12.8K
New
$40.84 - $45.74 $521K - $584K
12.8K $578K
NVDA
Nvidia Corp

Technology
4.66K
New
$98.91 - $134.91 $461K - $628K
4.66K $565K
META
Meta Platforms, Inc.

Communication Services
807
New
$453.41 - $572.44 $366K - $462K
807 $461K
AMZN
Amazon Com Inc

Consumer Cyclical
2.34K
New
$161.02 - $200.0 $376K - $468K
2.34K $435K
SO
Southern CO

Utilities
4.81K
New
$77.0 - $90.52 $370K - $435K
4.81K $433K
XLY
Select Sector Spdr Consumer Di

ETFs
1.89K
New
$170.05 - $200.86 $322K - $380K
1.89K $378K
XLC
Select Sector Spdr Tr Communic

ETFs
3.94K
New
$82.16 - $90.4 $323K - $356K
3.94K $355K
LLY
Eli Lilly & CO

Healthcare
374
New
$772.14 - $960.02 $289K - $359K
374 $331K
AVGO
Broadcom Inc.

Technology
1.89K
New
$136.27 - $1745.86 $257K - $3.3M
1.89K $325K
UNH
Unitedhealth Group Inc

Healthcare
550
New
$488.01 - $604.18 $268K - $332K
550 $321K
XLP
Consumer Staples Sector Spdr

ETFs
4.15K
New
$76.04 - $76.04 $316K - $316K
4.15K $315K
V
Visa Inc.

Financial Services
929
New
$253.74 - $291.56 $236K - $271K
929 $255K
HD
Home Depot, Inc.

Consumer Cyclical
622
New
$333.64 - $405.2 $208K - $252K
622 $252K
PG
Procter & Gamble CO

Consumer Defensive
1.24K
New
$160.76 - $177.82 $199K - $220K
1.24K $214K
JNJ
Johnson & Johnson

Healthcare
1.31K
New
$145.48 - $167.38 $190K - $218K
1.31K $211K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.95K
New
$31.05 - $34.29 $185K - $204K
5.95K $204K
Activity Summary
Buys All Purchases 30 New Holdings 21 Increased Positions 9 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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