Legacy Wealth Asset Management
Latest statistics and disclosures from Legacy Wealth Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBTC, MLPA, WWJD, TFLO, PTL, and represent 14.07% of Legacy Wealth Asset Management's stock portfolio.
- Added to shares of these 10 stocks: TTE, CNI, SAP, STX, BMO, FERG, MLPA, YMM, SW, BHP.
- Started 38 new stock positions in BMO, EXPE, IPGP, STX, ECL, AMZN, SNDK, Q, FERG, TTE.
- Reduced shares in these 10 stocks: ZTO, CB, CP, IWB, SCHF, RACE, IWS, IEMG, STE, TT.
- Sold out of its positions in TEAM, AVTR, BBY, BRO, GIB, DT, HUBG, IWS, IWR, IWD.
- Legacy Wealth Asset Management was a net buyer of stock by $9.0M.
- Legacy Wealth Asset Management has $411M in assets under management (AUM), dropping by 0.96%.
- Central Index Key (CIK): 0001846151
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Portfolio Holdings for Legacy Wealth Asset Management
Legacy Wealth Asset Management holds 374 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 4.3 | $18M | 302k | 59.03 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 3.0 | $12M | +5% | 228k | 53.87 |
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| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 2.6 | $11M | +6% | 282k | 37.39 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 2.5 | $10M | +6% | 200k | 50.63 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 1.7 | $7.1M | +6% | 28k | 250.56 |
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| Strategy Eventide Us Mrkt (ESUM) | 1.6 | $6.6M | +7% | 250k | 26.18 |
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| Ubs Ag London Branch Etracs Ubs Bloom (UCIB) | 1.4 | $5.7M | 173k | 32.97 |
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| Apple (AAPL) | 1.3 | $5.2M | +2% | 21k | 253.79 |
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| Broadcom (AVGO) | 1.3 | $5.2M | 17k | 309.51 |
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| NVIDIA Corporation (NVDA) | 1.2 | $5.1M | 29k | 174.40 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 1.0 | $4.1M | +6% | 171k | 23.86 |
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| Linde SHS (LIN) | 0.9 | $3.9M | +10% | 7.8k | 495.76 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $3.8M | -9% | 18k | 213.66 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.8 | $3.5M | -6% | 161k | 21.68 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $3.3M | -6% | 9.7k | 337.95 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.7 | $3.1M | 166k | 18.52 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $3.0M | -11% | 2.3k | 1320.83 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.7 | $2.9M | 56k | 52.76 |
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| Analog Devices (ADI) | 0.6 | $2.6M | 8.3k | 318.14 |
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| Canadian Natl Ry (CNI) | 0.6 | $2.6M | +62% | 25k | 102.77 |
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| Advanced Micro Devices (AMD) | 0.6 | $2.6M | 13k | 203.43 |
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| Curtiss-Wright (CW) | 0.6 | $2.5M | 3.7k | 681.12 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.6 | $2.5M | +33% | 35k | 72.74 |
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| Alcon Ord Shs (ALC) | 0.6 | $2.5M | +6% | 33k | 75.35 |
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| Micron Technology (MU) | 0.6 | $2.5M | -6% | 7.3k | 337.84 |
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| Telekomunikasi Ind Sponsored Adr (TLK) | 0.6 | $2.5M | +21% | 132k | 18.68 |
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| Sap Se Spon Adr (SAP) | 0.6 | $2.5M | +53% | 14k | 171.21 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.6 | $2.4M | -6% | 54k | 44.62 |
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| Aon Shs Cl A (AON) | 0.6 | $2.4M | +16% | 7.5k | 322.78 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.6 | $2.4M | +12% | 139k | 16.97 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.6 | $2.3M | 26k | 90.67 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.6 | $2.3M | 41k | 55.65 |
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| Ensign (ENSG) | 0.5 | $2.2M | -2% | 11k | 201.50 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.2M | +10% | 11k | 194.14 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $2.1M | +12% | 42k | 50.34 |
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| Colgate-Palmolive Company (CL) | 0.5 | $2.1M | +21% | 24k | 85.23 |
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| O'reilly Automotive (ORLY) | 0.5 | $2.1M | +2% | 22k | 92.31 |
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| Medtronic SHS (MDT) | 0.5 | $2.1M | +43% | 24k | 86.65 |
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| Ubs Group SHS (UBS) | 0.5 | $2.1M | -3% | 53k | 39.07 |
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| Equinix (EQIX) | 0.5 | $2.0M | +4% | 2.1k | 980.24 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.5 | $2.0M | +29% | 80k | 24.88 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.5 | $2.0M | 72k | 27.40 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.9M | 2.1k | 919.79 |
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| Visa Com Cl A (V) | 0.5 | $1.9M | +2% | 6.4k | 302.24 |
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| Blackrock (BLK) | 0.5 | $1.9M | +8% | 2.0k | 961.71 |
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| Totalenergies Se Act (TTE) | 0.5 | $1.9M | NEW | 21k | 90.98 |
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| Palo Alto Networks (PANW) | 0.5 | $1.9M | +2% | 12k | 160.32 |
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| Icici Bank Adr (IBN) | 0.5 | $1.9M | 72k | 25.90 |
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| Caterpillar (CAT) | 0.4 | $1.8M | 2.6k | 708.46 |
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| Yum China Holdings (YUMC) | 0.4 | $1.8M | -22% | 36k | 48.78 |
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| 3M Company (MMM) | 0.4 | $1.7M | +9% | 12k | 145.23 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.4 | $1.7M | -16% | 24k | 71.61 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.7M | +4% | 21k | 82.57 |
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| Chubb (CB) | 0.4 | $1.6M | -49% | 5.0k | 325.93 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $1.6M | 7.8k | 209.02 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $1.6M | +12% | 28k | 58.54 |
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| TJX Companies (TJX) | 0.4 | $1.6M | 10k | 159.70 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.4 | $1.6M | 200k | 7.94 |
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| Booking Holdings (BKNG) | 0.4 | $1.6M | +5% | 372.00 | 4210.32 |
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| Waste Connections (WCN) | 0.4 | $1.5M | +20% | 9.5k | 162.44 |
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| Hp (HPQ) | 0.4 | $1.5M | +29% | 80k | 19.21 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $1.5M | +6% | 28k | 55.35 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.4 | $1.5M | +42% | 63k | 24.31 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.4 | $1.5M | +60% | 36k | 42.20 |
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| Automatic Data Processing (ADP) | 0.4 | $1.5M | +23% | 7.4k | 203.18 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.5M | +4% | 9.4k | 157.28 |
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| Toyota Motor Corp Ads (TM) | 0.4 | $1.5M | +10% | 7.1k | 206.09 |
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| Simon Property (SPG) | 0.3 | $1.4M | -4% | 7.7k | 186.53 |
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| Ross Stores (ROST) | 0.3 | $1.4M | -5% | 6.6k | 216.63 |
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| McDonald's Corporation (MCD) | 0.3 | $1.4M | 4.6k | 310.79 |
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| Synopsys (SNPS) | 0.3 | $1.4M | +27% | 3.6k | 396.48 |
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| Boston Scientific Corporation (BSX) | 0.3 | $1.4M | +6% | 22k | 62.75 |
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| Servicenow (NOW) | 0.3 | $1.4M | +13% | 13k | 104.55 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $1.4M | +16% | 5.6k | 243.08 |
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| Federal Signal Corporation (FSS) | 0.3 | $1.4M | 13k | 108.14 |
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| Eni Spa Sponsored Adr (E) | 0.3 | $1.4M | +16% | 24k | 56.61 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.3 | $1.3M | -5% | 17k | 80.94 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.3M | 2.9k | 460.99 |
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| Encompass Health Corp (EHC) | 0.3 | $1.3M | +48% | 14k | 96.73 |
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| American Tower Reit (AMT) | 0.3 | $1.3M | +8% | 7.8k | 172.58 |
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| Kanzhun Sponsored Ads (BZ) | 0.3 | $1.3M | +5% | 100k | 13.39 |
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| American Healthcare Reit Com Shs (AHR) | 0.3 | $1.3M | +45% | 28k | 47.16 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.3M | 11k | 126.35 |
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| SLB Com Stk (SLB) | 0.3 | $1.3M | 25k | 51.39 |
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| Littelfuse (LFUS) | 0.3 | $1.2M | +16% | 3.6k | 339.35 |
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| Barrick Mng Corp Com Shs (B) | 0.3 | $1.2M | -6% | 30k | 40.79 |
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| EnPro Industries (NPO) | 0.3 | $1.2M | 4.8k | 250.65 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.2M | 7.1k | 169.66 |
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| Embraer Sponsored Ads (EMBJ) | 0.3 | $1.2M | -3% | 20k | 59.34 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $1.2M | +84% | 34k | 34.55 |
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| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.3 | $1.2M | -4% | 23k | 51.98 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $1.2M | 9.7k | 118.63 |
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| Credicorp (BAP) | 0.3 | $1.2M | -2% | 3.4k | 339.18 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.3 | $1.1M | +20% | 102k | 11.27 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.3 | $1.1M | +4% | 19k | 61.32 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $1.1M | 12k | 93.98 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.3 | $1.1M | 18k | 65.48 |
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| Celestica (CLS) | 0.3 | $1.1M | -3% | 4.0k | 281.68 |
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| Ing Groep Sponsored Adr (ING) | 0.3 | $1.1M | +14% | 43k | 26.05 |
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| Boeing Company (BA) | 0.3 | $1.1M | 5.6k | 199.03 |
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| Tapestry (TPR) | 0.3 | $1.1M | 7.9k | 141.11 |
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| Texas Roadhouse (TXRH) | 0.3 | $1.1M | +4% | 6.7k | 165.14 |
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| Rb Global (RBA) | 0.3 | $1.1M | +54% | 12k | 95.85 |
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| Prologis (PLD) | 0.3 | $1.1M | +2% | 8.4k | 132.18 |
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| Evercore Class A (EVR) | 0.3 | $1.1M | -3% | 3.7k | 298.51 |
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| Bwx Technologies (BWXT) | 0.3 | $1.1M | 5.4k | 204.49 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.1M | 5.6k | 192.90 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.1M | +3% | 2.8k | 390.41 |
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| Chevron Corporation (CVX) | 0.3 | $1.1M | 5.2k | 206.90 |
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| Cisco Systems (CSCO) | 0.3 | $1.1M | 14k | 77.59 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.1M | 7.3k | 146.28 |
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| Msa Safety Inc equity (MSA) | 0.3 | $1.1M | 6.5k | 163.95 |
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| Kb Finl Group Sponsored Adr (KB) | 0.3 | $1.1M | +30% | 11k | 99.73 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.3 | $1.0M | -5% | 14k | 72.81 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.3 | $1.0M | +75% | 39k | 26.83 |
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| Gilead Sciences (GILD) | 0.3 | $1.0M | 7.4k | 139.37 |
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| Smurfit Westrock SHS (SW) | 0.2 | $1.0M | +166% | 26k | 39.85 |
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| Natwest Group Spons Adr (NWG) | 0.2 | $1.0M | -2% | 68k | 14.90 |
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| Metropcs Communications (TMUS) | 0.2 | $1.0M | +7% | 4.8k | 210.03 |
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| Tetra Tech (TTEK) | 0.2 | $996k | +12% | 33k | 30.12 |
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| Welltower Inc Com reit (WELL) | 0.2 | $986k | +3% | 5.0k | 197.71 |
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| Cadence Design Systems (CDNS) | 0.2 | $984k | +5% | 3.5k | 277.87 |
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| Autodesk (ADSK) | 0.2 | $984k | 4.1k | 239.40 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.2 | $984k | 62k | 15.91 |
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| Arista Networks Com Shs (ANET) | 0.2 | $980k | 8.0k | 122.78 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.2 | $970k | -13% | 12k | 83.73 |
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| EOG Resources (EOG) | 0.2 | $970k | +2% | 6.7k | 144.57 |
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| Coca-Cola Company (KO) | 0.2 | $967k | 13k | 76.05 |
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| ConocoPhillips (COP) | 0.2 | $956k | 7.2k | 132.00 |
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| S&p Global (SPGI) | 0.2 | $955k | 2.2k | 425.35 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $942k | 11k | 82.49 |
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| International Business Machines (IBM) | 0.2 | $928k | 3.8k | 242.39 |
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| Amgen (AMGN) | 0.2 | $926k | 2.6k | 351.86 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $922k | 1.5k | 604.39 |
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| Progressive Corporation (PGR) | 0.2 | $922k | 4.7k | 198.24 |
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| Chemed Corp Com Stk (CHE) | 0.2 | $918k | +5% | 2.4k | 377.74 |
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| Nextera Energy (NEE) | 0.2 | $898k | 9.7k | 92.88 |
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| Argenx Se Sponsored Adr (ARGX) | 0.2 | $898k | 1.2k | 730.25 |
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| Sherwin-Williams Company (SHW) | 0.2 | $893k | +2% | 2.8k | 320.55 |
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| Barclays Adr (BCS) | 0.2 | $888k | -4% | 42k | 21.16 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $878k | 6.7k | 130.94 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $875k | 174k | 5.03 |
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| PNC Financial Services (PNC) | 0.2 | $866k | 4.2k | 208.09 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $861k | 14k | 61.42 |
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| Rbc Cad (RY) | 0.2 | $860k | 5.3k | 161.78 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $854k | 102k | 8.38 |
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $854k | 6.8k | 126.37 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $852k | 41k | 20.75 |
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| CSX Corporation (CSX) | 0.2 | $852k | 21k | 41.05 |
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| Southern Company (SO) | 0.2 | $850k | 8.8k | 96.52 |
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| LeMaitre Vascular (LMAT) | 0.2 | $848k | 7.8k | 109.17 |
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| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.2 | $834k | -3% | 73k | 11.44 |
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| Us Bancorp Com New (USB) | 0.2 | $831k | 16k | 52.01 |
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| Canadian Natural Resources (CNQ) | 0.2 | $823k | 17k | 48.73 |
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| Edwards Lifesciences (EW) | 0.2 | $822k | 10k | 80.08 |
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| Balchem Corporation (BCPC) | 0.2 | $816k | 4.8k | 169.48 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.2 | $813k | 41k | 19.75 |
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| Yum! Brands (YUM) | 0.2 | $811k | 5.2k | 155.48 |
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| Nutrien (NTR) | 0.2 | $804k | 11k | 75.46 |
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| Cae (CAE) | 0.2 | $800k | 31k | 26.05 |
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| Spdr Series Trust Bloomberg Short (BWZ) | 0.2 | $799k | +3% | 30k | 26.92 |
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| Agnico (AEM) | 0.2 | $798k | 3.9k | 202.98 |
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| Bristol Myers Squibb (BMY) | 0.2 | $797k | +4% | 13k | 60.65 |
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| Shell Spon Ads (SHEL) | 0.2 | $791k | 8.5k | 93.00 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $790k | +3% | 38k | 20.90 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $790k | 6.7k | 118.62 |
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| Lowe's Companies (LOW) | 0.2 | $789k | 3.3k | 236.28 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $789k | 9.3k | 84.60 |
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| Deere & Company (DE) | 0.2 | $788k | 1.4k | 563.30 |
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| CRH Ord (CRH) | 0.2 | $784k | 7.5k | 105.12 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $784k | 8.4k | 93.29 |
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| Manulife Finl Corp (MFC) | 0.2 | $779k | 23k | 34.44 |
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| Prudential Adr (PUK) | 0.2 | $777k | 27k | 28.43 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.2 | $773k | 4.0k | 191.74 |
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| Enbridge (ENB) | 0.2 | $773k | 14k | 54.14 |
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| Truist Financial Corp equities (TFC) | 0.2 | $771k | 17k | 45.97 |
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| Dominion Resources (D) | 0.2 | $770k | 13k | 61.82 |
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| Motorola Solutions Com New (MSI) | 0.2 | $767k | +39% | 1.8k | 433.97 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $765k | +4% | 16k | 46.95 |
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| Banco Santander Sa Adr (SAN) | 0.2 | $764k | -11% | 68k | 11.28 |
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| Keysight Technologies (KEYS) | 0.2 | $761k | -17% | 2.7k | 282.37 |
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| Honeywell International (HON) | 0.2 | $758k | 3.4k | 226.03 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $756k | -44% | 35k | 21.66 |
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| Reinsurance Group Amer Com New (RGA) | 0.2 | $751k | +16% | 3.7k | 204.16 |
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| Pepsi (PEP) | 0.2 | $750k | 4.8k | 155.29 |
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| General Dynamics Corporation (GD) | 0.2 | $748k | 2.2k | 343.22 |
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| Spdr Series Trust Bloomberg Intl T (BWX) | 0.2 | $741k | +4% | 34k | 21.95 |
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| Union Pacific Corporation (UNP) | 0.2 | $735k | 3.0k | 242.62 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $729k | NEW | 1.9k | 391.76 |
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| Waste Management (WM) | 0.2 | $727k | 3.2k | 229.79 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $719k | 1.1k | 682.24 |
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| Cme (CME) | 0.2 | $717k | 2.4k | 295.35 |
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| BP Sponsored Adr (BP) | 0.2 | $717k | 15k | 47.00 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $716k | 50k | 14.37 |
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| Affiliated Managers (AMG) | 0.2 | $716k | 2.6k | 276.70 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.2 | $710k | 195k | 3.65 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $707k | +5% | 12k | 57.64 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $705k | +2% | 321.00 | 2196.96 |
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| Paycom Software (PAYC) | 0.2 | $705k | +18% | 5.8k | 121.54 |
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| Home Depot (HD) | 0.2 | $699k | +4% | 2.1k | 328.90 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $697k | 7.3k | 95.99 |
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| MercadoLibre (MELI) | 0.2 | $697k | +3% | 403.00 | 1729.02 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $692k | -70% | 8.8k | 78.66 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $688k | -36% | 4.8k | 142.85 |
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| Netease Sponsored Ads (NTES) | 0.2 | $687k | +75% | 6.1k | 111.94 |
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| Haleon Spon Ads (HLN) | 0.2 | $680k | 68k | 10.01 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.2 | $680k | 6.5k | 103.78 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.2 | $677k | NEW | 5.0k | 135.34 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $677k | NEW | 2.9k | 233.26 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $672k | +2% | 629.00 | 1067.54 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $671k | -62% | 2.0k | 338.45 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $668k | 1.5k | 446.54 |
|
|
| U.S. Physical Therapy (USPH) | 0.2 | $665k | 8.9k | 74.96 |
|
|
| Nike CL B (NKE) | 0.2 | $665k | +22% | 13k | 52.82 |
|
| Trip Com Group Ads (TCOM) | 0.2 | $664k | +47% | 13k | 49.79 |
|
| Xcel Energy (XEL) | 0.2 | $658k | 8.3k | 79.44 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $657k | 1.1k | 597.75 |
|
|
| Nvent Elec SHS (NVT) | 0.2 | $650k | 5.5k | 118.28 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $643k | 2.5k | 260.29 |
|
|
| Full Truck Alliance Sponsored Ads (YMM) | 0.2 | $640k | NEW | 77k | 8.30 |
|
| Marsh & McLennan Companies | 0.2 | $632k | +2% | 3.6k | 173.45 |
|
| XP Cl A (XP) | 0.2 | $631k | +2% | 33k | 19.04 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $627k | +11% | 3.2k | 198.29 |
|
| Aptar (ATR) | 0.2 | $625k | +15% | 5.0k | 126.02 |
|
| Magna Intl Inc cl a (MGA) | 0.2 | $621k | 11k | 55.81 |
|
|
| Western Digital (WDC) | 0.2 | $617k | 2.3k | 270.49 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $614k | 4.6k | 134.67 |
|
|
| Qualcomm (QCOM) | 0.1 | $613k | 4.8k | 128.78 |
|
|
| Transunion (TRU) | 0.1 | $612k | 8.8k | 69.19 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $604k | +2% | 5.9k | 102.67 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $604k | 8.2k | 73.90 |
|
|
| Live Nation Entertainment (LYV) | 0.1 | $601k | 3.9k | 152.51 |
|
|
| Heico Corp Cl A (HEI.A) | 0.1 | $597k | 2.8k | 211.11 |
|
|
| A. O. Smith Corporation (AOS) | 0.1 | $594k | +5% | 9.0k | 65.94 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $587k | 19k | 31.78 |
|
|
| Teradyne (TER) | 0.1 | $573k | NEW | 1.9k | 296.46 |
|
| Dollar General (DG) | 0.1 | $568k | 4.8k | 118.73 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $567k | +21% | 4.8k | 118.21 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $566k | +4% | 7.5k | 75.85 |
|
| Applied Industrial Technologies (AIT) | 0.1 | $564k | 2.1k | 265.32 |
|
|
| Kite Realty Group Trust Com New (KRG) | 0.1 | $555k | -6% | 23k | 24.55 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $553k | 11k | 49.37 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $551k | 16k | 35.22 |
|
|
| Moody's Corporation (MCO) | 0.1 | $551k | +2% | 1.3k | 436.25 |
|
| Microsoft Corporation (MSFT) | 0.1 | $543k | +81% | 1.5k | 370.17 |
|
| Microchip Technology (MCHP) | 0.1 | $542k | 8.4k | 64.61 |
|
|
| Advanced Energy Industries (AEIS) | 0.1 | $540k | +4% | 1.7k | 322.71 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $534k | -9% | 5.5k | 97.66 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $533k | +32% | 17k | 32.01 |
|
| Acuity Brands (AYI) | 0.1 | $529k | NEW | 1.9k | 280.22 |
|
| EastGroup Properties (EGP) | 0.1 | $528k | 2.9k | 185.09 |
|
|
| Everest Re Group (EG) | 0.1 | $528k | +3% | 1.6k | 326.85 |
|
| Emcor (EME) | 0.1 | $527k | -23% | 714.00 | 738.31 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $522k | 477.00 | 1093.35 |
|
|
| Coupang Cl A (CPNG) | 0.1 | $510k | +2% | 27k | 18.88 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $500k | +6% | 15k | 32.73 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $500k | +3% | 431.00 | 1158.96 |
|
| Ventas (VTR) | 0.1 | $498k | 6.1k | 81.78 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $483k | NEW | 760.00 | 635.34 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $475k | +5% | 10k | 46.38 |
|
| Amazon (AMZN) | 0.1 | $474k | NEW | 2.3k | 208.27 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $473k | +4% | 14k | 33.15 |
|
| M&T Bank Corporation (MTB) | 0.1 | $472k | 2.3k | 206.72 |
|
|
| Quanta Services (PWR) | 0.1 | $471k | 857.00 | 549.02 |
|
|
| Zai Lab Adr (ZLAB) | 0.1 | $469k | +56% | 25k | 18.81 |
|
| First Financial Ban (FFBC) | 0.1 | $466k | NEW | 17k | 27.88 |
|
| Eagle Materials (EXP) | 0.1 | $465k | +3% | 2.5k | 189.45 |
|
| Open Text Corp (OTEX) | 0.1 | $464k | +3% | 21k | 22.24 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $461k | +3% | 10k | 44.67 |
|
| Inter Parfums (IPAR) | 0.1 | $457k | +5% | 5.0k | 90.84 |
|
| Ge Aerospace Com New (GE) | 0.1 | $452k | +12% | 1.6k | 283.77 |
|
| American Financial (AFG) | 0.1 | $452k | +51% | 3.5k | 127.71 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $450k | -2% | 15k | 29.99 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $449k | 7.4k | 61.05 |
|
|
| Insperity (NSP) | 0.1 | $442k | +35% | 16k | 27.04 |
|
| LKQ Corporation (LKQ) | 0.1 | $440k | +9% | 15k | 29.37 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $437k | -20% | 6.5k | 67.57 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $437k | 4.4k | 98.42 |
|
|
| Tesla Motors (TSLA) | 0.1 | $436k | -2% | 1.2k | 371.75 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $434k | 8.0k | 54.05 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $433k | +2% | 5.9k | 73.48 |
|
| Api Group Corp Com Stk (APG) | 0.1 | $426k | 11k | 40.52 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $419k | 3.8k | 109.69 |
|
|
| Landstar System (LSTR) | 0.1 | $419k | 2.6k | 160.31 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $418k | NEW | 5.4k | 77.13 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $415k | -34% | 3.5k | 117.06 |
|
| Nice Sponsored Adr (NICE) | 0.1 | $409k | +49% | 3.7k | 110.26 |
|
| Raymond James Financial (RJF) | 0.1 | $407k | 2.8k | 144.79 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $398k | -66% | 5.7k | 69.75 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $396k | +2% | 210.00 | 1884.66 |
|
| Penumbra (PEN) | 0.1 | $394k | -24% | 1.2k | 328.37 |
|
| Crane Company Common Stock (CR) | 0.1 | $390k | 2.3k | 171.00 |
|
|
| Armstrong World Industries (AWI) | 0.1 | $387k | +80% | 2.3k | 164.80 |
|
| Americold Rlty Tr (COLD) | 0.1 | $385k | +74% | 34k | 11.46 |
|
| Digital Realty Trust (DLR) | 0.1 | $381k | +62% | 2.1k | 180.21 |
|
| Kla Corp Com New (KLAC) | 0.1 | $378k | +4% | 257.00 | 1472.41 |
|
| Fastenal Company (FAST) | 0.1 | $373k | +2% | 8.0k | 46.40 |
|
| Qnity Electronics Common Stock (Q) | 0.1 | $371k | NEW | 3.2k | 115.38 |
|
| Expedia Group Com New (EXPE) | 0.1 | $362k | NEW | 1.6k | 230.89 |
|
| Cava Group Ord (CAVA) | 0.1 | $362k | NEW | 4.5k | 80.90 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $360k | 5.9k | 61.35 |
|
|
| Realty Income (O) | 0.1 | $356k | NEW | 5.8k | 61.18 |
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $347k | 2.7k | 128.06 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $342k | -60% | 4.6k | 74.35 |
|
| Fiserv (FI) | 0.1 | $334k | +48% | 6.0k | 55.80 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $333k | NEW | 1.7k | 201.65 |
|
| Meta Platforms Cl A (META) | 0.1 | $329k | 575.00 | 572.13 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $319k | +3% | 3.5k | 92.04 |
|
| Icon SHS (ICLR) | 0.1 | $317k | +10% | 2.9k | 110.66 |
|
| Fidelity National Information Services (FIS) | 0.1 | $316k | 6.7k | 46.91 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $303k | 693.00 | 436.79 |
|
|
| HEICO Corporation (HEI) | 0.1 | $302k | 1.1k | 274.20 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $298k | 2.1k | 143.62 |
|
|
| Ecolab (ECL) | 0.1 | $296k | NEW | 1.1k | 265.96 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $294k | -30% | 3.6k | 82.75 |
|
| Ichor Holdings SHS (ICHR) | 0.1 | $292k | NEW | 6.3k | 46.61 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $290k | 6.5k | 44.35 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $288k | -2% | 2.6k | 111.37 |
|
| Lancaster Colony (MZTI) | 0.1 | $281k | -45% | 2.0k | 138.33 |
|
| WPP Adr (WPP) | 0.1 | $277k | +81% | 18k | 15.55 |
|
| Extra Space Storage (EXR) | 0.1 | $277k | 2.1k | 131.13 |
|
|
| D.R. Horton (DHI) | 0.1 | $277k | +25% | 2.0k | 137.22 |
|
| Valvoline Inc Common (VVV) | 0.1 | $267k | NEW | 7.9k | 33.68 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $265k | +58% | 28k | 9.61 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $263k | NEW | 2.3k | 112.29 |
|
| Helios Technologies (HLIO) | 0.1 | $260k | -4% | 4.0k | 64.71 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $258k | +5% | 2.2k | 118.05 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $256k | 2.7k | 93.74 |
|
|
| Guidewire Software (GWRE) | 0.1 | $254k | 1.7k | 149.56 |
|
|
| IPG Photonics Corporation (IPGP) | 0.1 | $251k | NEW | 2.2k | 114.59 |
|
| Essex Property Trust (ESS) | 0.1 | $249k | 1.0k | 242.00 |
|
|
| Diodes Incorporated (DIOD) | 0.1 | $248k | NEW | 3.6k | 68.26 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $248k | +11% | 748.00 | 330.87 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $247k | +3% | 3.8k | 64.63 |
|
| Crown Castle Intl (CCI) | 0.1 | $246k | -31% | 3.0k | 81.31 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $245k | -2% | 3.8k | 64.08 |
|
| Sun Communities (SUI) | 0.1 | $244k | NEW | 1.9k | 125.96 |
|
| Karman Hldgs Common Stock (KRMN) | 0.1 | $243k | NEW | 3.0k | 80.05 |
|
| Toast Cl A (TOST) | 0.1 | $242k | NEW | 9.1k | 26.51 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $240k | NEW | 241.00 | 996.87 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $239k | -6% | 2.5k | 94.58 |
|
| Elanco Animal Health (ELAN) | 0.1 | $237k | 9.9k | 23.93 |
|
|
| Installed Bldg Prods (IBP) | 0.1 | $234k | -36% | 883.00 | 265.15 |
|
| Agree Realty Corporation (ADC) | 0.1 | $232k | NEW | 3.1k | 75.38 |
|
| Monday SHS (MNDY) | 0.1 | $231k | +75% | 3.3k | 69.11 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $229k | NEW | 4.1k | 55.53 |
|
| F.N.B. Corporation (FNB) | 0.1 | $228k | +2% | 14k | 16.72 |
|
| Mongodb Cl A (MDB) | 0.1 | $227k | +4% | 926.00 | 244.77 |
|
| Global Payments (GPN) | 0.1 | $223k | -2% | 3.3k | 67.30 |
|
| Old National Ban (ONB) | 0.1 | $220k | +2% | 9.9k | 22.10 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $219k | 3.5k | 62.42 |
|
|
| Avient Corp (AVNT) | 0.1 | $219k | -6% | 6.0k | 36.30 |
|
| Rogers Corporation (ROG) | 0.1 | $218k | NEW | 2.0k | 107.33 |
|
| Oracle Corporation (ORCL) | 0.1 | $217k | +6% | 1.5k | 147.11 |
|
| Renasant (RNST) | 0.1 | $216k | 6.0k | 36.13 |
|
|
| Northwestern Energy Group In Com New (NWE) | 0.1 | $215k | +3% | 3.3k | 65.94 |
|
| Stryker Corporation (SYK) | 0.1 | $214k | +2% | 651.00 | 328.59 |
|
| Columbia Banking System (COLB) | 0.1 | $212k | +2% | 7.7k | 27.43 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $211k | NEW | 376.00 | 561.89 |
|
| Public Storage (PSA) | 0.1 | $211k | -38% | 778.00 | 270.88 |
|
| Qxo Com New (QXO) | 0.1 | $210k | 11k | 19.42 |
|
|
| Regency Centers Corporation (REG) | 0.1 | $209k | NEW | 2.8k | 75.66 |
|
| United Bankshares (UBSI) | 0.1 | $208k | NEW | 5.0k | 41.42 |
|
| TowneBank (TOWN) | 0.1 | $206k | NEW | 6.1k | 33.67 |
|
| General Motors Company (GM) | 0.0 | $205k | 2.8k | 74.50 |
|
|
| Kontoor Brands (KTB) | 0.0 | $205k | NEW | 2.9k | 70.29 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $204k | NEW | 2.1k | 98.57 |
|
| First Industrial Realty Trust (FR) | 0.0 | $204k | NEW | 3.5k | 57.85 |
|
| Bruker Corporation (BRKR) | 0.0 | $203k | 5.6k | 36.12 |
|
|
| Integer Hldgs (ITGR) | 0.0 | $203k | NEW | 2.3k | 88.00 |
|
| Electromed (ELMD) | 0.0 | $200k | 8.6k | 23.41 |
|
|
| Quaker Chemical Corporation (KWR) | 0.0 | $200k | NEW | 1.6k | 124.23 |
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $176k | +4% | 14k | 12.26 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $120k | -34% | 11k | 10.83 |
|
Past Filings by Legacy Wealth Asset Management
SEC 13F filings are viewable for Legacy Wealth Asset Management going back to 2020
- Legacy Wealth Asset Management 2026 Q1 filed April 8, 2026
- Legacy Wealth Asset Management 2025 Q4 filed Jan. 12, 2026
- Legacy Wealth Asset Management 2025 Q3 filed Oct. 14, 2025
- Legacy Wealth Asset Management 2025 Q2 filed July 30, 2025
- Legacy Wealth Asset Management 2025 Q1 filed April 9, 2025
- Legacy Wealth Asset Management 2024 Q4 filed Jan. 15, 2025
- Legacy Wealth Asset Management 2024 Q2 filed Aug. 14, 2024
- Legacy Wealth Asset Management 2024 Q1 filed April 19, 2024
- Legacy Wealth Asset Management 2023 Q4 filed Jan. 10, 2024
- Legacy Wealth Asset Management 2023 Q3 filed Nov. 1, 2023
- Legacy Wealth Asset Management 2023 Q2 filed Aug. 4, 2023
- Legacy Wealth Asset Management 2023 Q1 filed April 24, 2023
- Legacy Wealth Asset Management 2022 Q4 filed Feb. 2, 2023
- Legacy Wealth Asset Management 2022 Q3 filed Oct. 14, 2022
- Legacy Wealth Asset Management 2022 Q2 filed July 19, 2022
- Legacy Wealth Asset Management 2022 Q1 filed May 12, 2022