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 15.97% of Legacy Wealth Asset Management's stock portfolio.
- Added to shares of these 10 stocks: PANW, SNPS, AON, CL, CRWD, APH, PLTR, ADP, BLK, CDNS.
- Started 30 new stock positions in BBY, TOWN, APH, IBP, MCO, VC, RGA, QXO, PANW, WDC.
- Reduced shares in these 10 stocks: SBAC, DG, CSCO, TFLO, PGR, NVDA, AVGO, DD, ADSK, TEL.
- Sold out of its positions in AMH, AIV, AVB, BIIB, DECK, DXCM, DD, ECL, FDX, F. GM, James Hardie Industries SE, KHC, EL, MKTX, OXY, POWI, SBAC, UPS, USFD.
- Legacy Wealth Asset Management was a net buyer of stock by $1.5M.
- Legacy Wealth Asset Management has $412M in assets under management (AUM), dropping by 4.58%.
- Central Index Key (CIK): 0001846151
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Portfolio Holdings for Legacy Wealth Asset Management
Legacy Wealth Asset Management holds 359 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 7.5 | $31M | 308k | 99.81 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 2.5 | $10M | +10% | 215k | 48.42 |
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| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 2.2 | $9.1M | +3% | 257k | 35.27 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 2.2 | $8.9M | -14% | 177k | 50.59 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 1.6 | $6.6M | 26k | 249.25 |
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| Strategy Eventide Us Mrkt (ESUM) | 1.5 | $6.2M | +2% | 228k | 27.18 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.4 | $5.7M | 64k | 89.77 |
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| Broadcom (AVGO) | 1.4 | $5.6M | -17% | 17k | 329.91 |
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| NVIDIA Corporation (NVDA) | 1.3 | $5.3M | -18% | 29k | 186.58 |
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| Apple (AAPL) | 1.2 | $5.1M | 20k | 254.63 |
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| Ubs Ag London Branch Etracs Ubs Bloom (UCIB) | 1.1 | $4.6M | +8% | 168k | 27.17 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.9 | $3.7M | +3% | 152k | 24.15 |
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| Linde SHS (LIN) | 0.9 | $3.6M | +12% | 7.7k | 475.00 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $3.0M | -5% | 11k | 279.29 |
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| Chubb (CB) | 0.7 | $2.9M | +42% | 10k | 282.25 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $2.9M | -13% | 3.0k | 968.09 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $2.9M | +62% | 22k | 133.90 |
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| Kanzhun Sponsored Ads (BZ) | 0.7 | $2.8M | -16% | 122k | 23.36 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.7 | $2.8M | 251k | 11.09 |
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| Zto Express Cayman Sponsored Ads A (ZTO) | 0.6 | $2.6M | 138k | 19.20 |
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| Aon Shs Cl A (AON) | 0.6 | $2.5M | +115% | 7.0k | 356.58 |
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| Ferrari Nv Ord (RACE) | 0.6 | $2.5M | 5.1k | 485.22 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.6 | $2.5M | +14% | 42k | 57.80 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.6 | $2.4M | 167k | 14.64 |
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| Kla Corp Com New (KLAC) | 0.6 | $2.4M | -10% | 2.2k | 1078.60 |
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| Ubs Group SHS (UBS) | 0.6 | $2.4M | -30% | 58k | 41.00 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.6 | $2.3M | 26k | 90.41 |
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| Sap Se Spon Adr (SAP) | 0.6 | $2.3M | 8.6k | 267.21 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.6 | $2.3M | 143k | 15.94 |
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| Curtiss-Wright (CW) | 0.6 | $2.3M | -6% | 4.2k | 542.94 |
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| Palo Alto Networks (PANW) | 0.5 | $2.3M | NEW | 11k | 203.62 |
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| O'reilly Automotive (ORLY) | 0.5 | $2.3M | -15% | 21k | 107.81 |
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| Icici Bank Adr (IBN) | 0.5 | $2.2M | 73k | 30.23 |
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| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.5 | $2.2M | 117k | 18.82 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.5 | $2.2M | +4% | 60k | 36.81 |
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| Blackrock (BLK) | 0.5 | $2.2M | +117% | 1.9k | 1165.87 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.5 | $2.1M | +102% | 61k | 34.16 |
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| Advanced Micro Devices (AMD) | 0.5 | $2.1M | -17% | 13k | 161.79 |
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| Yum China Holdings (YUMC) | 0.5 | $2.1M | 48k | 42.92 |
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| Visa Com Cl A (V) | 0.5 | $2.0M | -2% | 5.9k | 341.38 |
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| Servicenow (NOW) | 0.5 | $2.0M | -11% | 2.2k | 920.28 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.5 | $2.0M | +25% | 74k | 27.26 |
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| Analog Devices (ADI) | 0.5 | $2.0M | -3% | 8.2k | 245.70 |
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| Boston Scientific Corporation (BSX) | 0.5 | $2.0M | -9% | 20k | 97.63 |
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| Canadian Pacific Kansas City (CP) | 0.5 | $2.0M | 26k | 74.49 |
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| Automatic Data Processing (ADP) | 0.5 | $2.0M | +165% | 6.7k | 293.50 |
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| Ensign (ENSG) | 0.5 | $2.0M | -3% | 11k | 172.77 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $1.9M | +119% | 11k | 183.73 |
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| Colgate-Palmolive Company (CL) | 0.5 | $1.9M | +239% | 24k | 79.94 |
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| Booking Holdings (BKNG) | 0.4 | $1.8M | -24% | 333.00 | 5399.27 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $1.7M | -37% | 7.8k | 219.53 |
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| Bhp Group Sponsored Ads (BHP) | 0.4 | $1.7M | 30k | 55.75 |
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| Canadian Natl Ry (CNI) | 0.4 | $1.7M | 18k | 94.30 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.7M | 33k | 50.27 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.6M | -34% | 2.1k | 763.00 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $1.6M | 7.9k | 206.91 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.4 | $1.6M | 84k | 19.25 |
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| Thomson Reuters Corp. (TRI) | 0.4 | $1.6M | 10k | 155.33 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.4 | $1.6M | 239k | 6.70 |
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| Equinix (EQIX) | 0.4 | $1.6M | 2.0k | 783.24 |
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| Medtronic SHS (MDT) | 0.4 | $1.6M | 17k | 95.24 |
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| Hp (HPQ) | 0.4 | $1.6M | +2% | 58k | 27.23 |
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| Alcon Ord Shs (ALC) | 0.4 | $1.6M | 21k | 74.51 |
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| Simon Property (SPG) | 0.4 | $1.6M | -39% | 8.3k | 187.67 |
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| 3M Company (MMM) | 0.4 | $1.5M | 10k | 155.18 |
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| American Tower Reit (AMT) | 0.4 | $1.5M | +8% | 7.9k | 192.32 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.5M | +2% | 18k | 82.96 |
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| Synopsys (SNPS) | 0.4 | $1.5M | NEW | 3.0k | 493.39 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.5M | +17% | 8.8k | 168.48 |
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| TJX Companies (TJX) | 0.4 | $1.5M | +53% | 10k | 144.54 |
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| Bwx Technologies (BWXT) | 0.4 | $1.5M | 7.9k | 184.37 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.4M | +2% | 4.1k | 352.75 |
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| Federal Signal Corporation (FSS) | 0.3 | $1.4M | -4% | 12k | 118.99 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $1.4M | +3% | 25k | 56.86 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.3 | $1.4M | 47k | 30.67 |
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| Micron Technology (MU) | 0.3 | $1.4M | -3% | 8.5k | 167.32 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.3 | $1.4M | 46k | 30.80 |
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| Waste Connections (WCN) | 0.3 | $1.4M | 7.9k | 175.80 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $1.4M | 7.3k | 191.09 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.4M | +4% | 23k | 58.85 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.3 | $1.4M | +2% | 31k | 44.48 |
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| Tesla Motors (TSLA) | 0.3 | $1.4M | 3.1k | 444.72 |
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| McDonald's Corporation (MCD) | 0.3 | $1.4M | +98% | 4.5k | 303.89 |
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| Embraer Sponsored Ads (ERJ) | 0.3 | $1.3M | -3% | 22k | 60.45 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.3M | NEW | 2.7k | 490.38 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.3M | NEW | 11k | 123.75 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.3M | -40% | 2.9k | 447.23 |
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| Evercore Class A (EVR) | 0.3 | $1.3M | -18% | 3.8k | 337.32 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | NEW | 7.0k | 182.42 |
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| Caterpillar (CAT) | 0.3 | $1.3M | 2.7k | 477.15 |
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| Autodesk (ADSK) | 0.3 | $1.3M | -45% | 4.0k | 317.67 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.3 | $1.3M | 21k | 59.69 |
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| Barrick Mng Corp Com Shs (B) | 0.3 | $1.2M | -3% | 36k | 32.77 |
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| Boeing Company (BA) | 0.3 | $1.2M | 5.4k | 215.83 |
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| Cadence Design Systems (CDNS) | 0.3 | $1.2M | NEW | 3.3k | 351.26 |
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| Celestica (CLS) | 0.3 | $1.2M | -4% | 4.7k | 246.38 |
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| Chemed Corp Com Stk (CHE) | 0.3 | $1.1M | +4% | 2.5k | 447.74 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $1.1M | +33% | 12k | 95.47 |
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| Progressive Corporation (PGR) | 0.3 | $1.1M | -53% | 4.6k | 246.95 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $1.1M | -2% | 10k | 108.96 |
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| Arista Networks Com Shs (ANET) | 0.3 | $1.1M | NEW | 7.6k | 145.71 |
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| International Business Machines (IBM) | 0.3 | $1.1M | -30% | 3.9k | 282.16 |
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| EnPro Industries (NPO) | 0.3 | $1.1M | -13% | 4.9k | 226.00 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.3 | $1.1M | -9% | 17k | 64.76 |
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| Banco Santander Adr (SAN) | 0.3 | $1.1M | 104k | 10.48 |
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| Natwest Group Spons Adr (NWG) | 0.3 | $1.1M | 75k | 14.15 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.0M | -3% | 7.1k | 148.61 |
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| S&p Global (SPGI) | 0.2 | $1.0M | +35% | 2.1k | 486.71 |
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| Tetra Tech (TTEK) | 0.2 | $1.0M | 30k | 33.38 |
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| Metropcs Communications (TMUS) | 0.2 | $1.0M | -11% | 4.2k | 239.38 |
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| Msa Safety Inc equity (MSA) | 0.2 | $1.0M | 5.8k | 172.07 |
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| Barclays Adr (BCS) | 0.2 | $998k | -2% | 48k | 20.67 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $998k | 38k | 26.08 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $995k | 5.9k | 167.33 |
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| Tapestry (TPR) | 0.2 | $991k | +12% | 8.8k | 113.22 |
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| Encompass Health Corp (EHC) | 0.2 | $980k | +2% | 7.7k | 127.02 |
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| Welltower Inc Com reit (WELL) | 0.2 | $970k | +14% | 5.4k | 178.14 |
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| Credicorp (BAP) | 0.2 | $964k | -2% | 3.6k | 266.28 |
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| Cisco Systems (CSCO) | 0.2 | $959k | -61% | 14k | 68.42 |
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| Texas Roadhouse (TXRH) | 0.2 | $958k | +3% | 5.8k | 166.15 |
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| Argenx Se Sponsored Adr (ARGX) | 0.2 | $954k | 1.3k | 737.56 |
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| CRH Ord (CRH) | 0.2 | $939k | 7.8k | 119.90 |
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| Cae (CAE) | 0.2 | $934k | 32k | 29.64 |
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $933k | 6.9k | 134.69 |
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| Sherwin-Williams Company (SHW) | 0.2 | $933k | +49% | 2.7k | 346.26 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.2 | $903k | 18k | 50.37 |
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| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.2 | $896k | 25k | 36.15 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $886k | 18k | 50.63 |
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| Stryker Corporation (SYK) | 0.2 | $880k | -5% | 2.4k | 369.67 |
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| MercadoLibre (MELI) | 0.2 | $876k | 375.00 | 2336.94 |
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| Schlumberger Com Stk (SLB) | 0.2 | $854k | +72% | 25k | 34.37 |
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| Nike CL B (NKE) | 0.2 | $845k | +168% | 12k | 69.73 |
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| Southern Company (SO) | 0.2 | $844k | -9% | 8.9k | 94.77 |
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| Coupang Cl A (CPNG) | 0.2 | $843k | 26k | 32.20 |
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| PNC Financial Services (PNC) | 0.2 | $840k | 4.2k | 200.93 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $839k | 12k | 70.98 |
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| Coca-Cola Company (KO) | 0.2 | $838k | -29% | 13k | 66.32 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $835k | 19k | 42.98 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.2 | $834k | 16k | 51.94 |
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| Rbc Cad (RY) | 0.2 | $830k | 5.6k | 147.32 |
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| Gilead Sciences (GILD) | 0.2 | $826k | 7.4k | 111.00 |
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| Lowe's Companies (LOW) | 0.2 | $823k | 3.3k | 251.31 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $823k | 181k | 4.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $822k | -35% | 3.3k | 246.60 |
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| Rb Global (RBA) | 0.2 | $819k | 7.6k | 108.36 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $818k | 6.6k | 123.75 |
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| Fair Isaac Corporation (FICO) | 0.2 | $811k | +166% | 542.00 | 1496.53 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $810k | 51k | 16.01 |
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| Home Depot (HD) | 0.2 | $806k | 2.0k | 405.19 |
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| Chevron Corporation (CVX) | 0.2 | $805k | 5.2k | 155.29 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $801k | -8% | 14k | 56.75 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.2 | $799k | 63k | 12.75 |
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| Edwards Lifesciences (EW) | 0.2 | $799k | -53% | 10k | 77.77 |
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| Littelfuse (LFUS) | 0.2 | $799k | +19% | 3.1k | 259.01 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $793k | 7.0k | 112.75 |
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| Qualcomm (QCOM) | 0.2 | $788k | 4.7k | 166.36 |
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| Paycom Software (PAYC) | 0.2 | $786k | 3.8k | 208.14 |
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| Yum! Brands (YUM) | 0.2 | $781k | 5.1k | 152.00 |
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| Prudential Adr (PUK) | 0.2 | $775k | 28k | 27.99 |
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| Us Bancorp Del Com New (USB) | 0.2 | $770k | +2% | 16k | 48.33 |
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| U.S. Physical Therapy (USPH) | 0.2 | $767k | -2% | 9.0k | 84.95 |
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| Trane Technologies SHS (TT) | 0.2 | $765k | 1.8k | 421.96 |
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| Truist Financial Corp equities (TFC) | 0.2 | $764k | 17k | 45.72 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $764k | 35k | 21.56 |
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| Open Text Corp (OTEX) | 0.2 | $763k | 20k | 37.38 |
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| Abbott Laboratories (ABT) | 0.2 | $762k | 5.7k | 133.94 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.2 | $762k | 92k | 8.27 |
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| Spdr Series Trust Bloomberg Short (BWZ) | 0.2 | $761k | +2% | 27k | 27.82 |
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| New York Times Cl A (NYT) | 0.2 | $754k | +17% | 13k | 57.40 |
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| Ross Stores (ROST) | 0.2 | $754k | 4.9k | 152.39 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $752k | +2% | 1.5k | 499.21 |
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| Zai Lab Adr (ZLAB) | 0.2 | $750k | 22k | 33.89 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $750k | 102k | 7.34 |
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| Motorola Solutions Com New (MSI) | 0.2 | $749k | NEW | 1.6k | 457.29 |
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| EOG Resources (EOG) | 0.2 | $749k | 6.7k | 112.12 |
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| Dominion Resources (D) | 0.2 | $748k | +49% | 12k | 61.17 |
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| Nebius Group Shs Class A (NBIS) | 0.2 | $746k | 6.6k | 112.27 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $740k | +22% | 12k | 62.47 |
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| Amgen (AMGN) | 0.2 | $740k | 2.6k | 282.20 |
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| General Dynamics Corporation (GD) | 0.2 | $738k | 2.2k | 341.00 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $732k | -31% | 3.6k | 201.53 |
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| Eni S P A Sponsored Adr (E) | 0.2 | $731k | 21k | 34.95 |
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| CSX Corporation (CSX) | 0.2 | $729k | +4% | 21k | 35.51 |
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| Enbridge (ENB) | 0.2 | $726k | 14k | 50.46 |
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| Aaon Com Par $0.004 (AAON) | 0.2 | $725k | -15% | 7.8k | 93.44 |
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| Nextera Energy (NEE) | 0.2 | $723k | 9.6k | 75.49 |
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| Manulife Finl Corp (MFC) | 0.2 | $715k | 23k | 31.15 |
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| Heico Corp Cl A (HEI.A) | 0.2 | $714k | +4% | 2.8k | 254.13 |
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| Steris Shs Usd (STE) | 0.2 | $708k | 2.9k | 247.44 |
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| Affiliated Managers (AMG) | 0.2 | $707k | -23% | 3.0k | 238.43 |
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| Cemex Sab De Cv Spon Adr New (CX) | 0.2 | $705k | 78k | 8.99 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $704k | +3% | 15k | 46.96 |
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| Spdr Series Trust Bloomberg Intl T (BWX) | 0.2 | $702k | +2% | 31k | 23.00 |
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| Kinsale Cap Group (KNSL) | 0.2 | $699k | -2% | 1.6k | 425.26 |
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| Ss&c Technologies Holding (SSNC) | 0.2 | $698k | +2% | 7.9k | 88.76 |
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| Honeywell International (HON) | 0.2 | $695k | 3.3k | 210.50 |
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| LeMaitre Vascular (LMAT) | 0.2 | $690k | 7.9k | 87.51 |
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| Pepsi (PEP) | 0.2 | $680k | +18% | 4.8k | 140.44 |
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| Waste Management (WM) | 0.2 | $676k | +4% | 3.1k | 220.83 |
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| Union Pacific Corporation (UNP) | 0.2 | $675k | 2.9k | 236.37 |
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| Trip Com Group Ads (TCOM) | 0.2 | $675k | 9.0k | 75.20 |
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| Aptar (ATR) | 0.2 | $670k | -26% | 5.0k | 133.66 |
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| Xcel Energy (XEL) | 0.2 | $666k | 8.3k | 80.65 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.2 | $656k | 194k | 3.38 |
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| Lancaster Colony (MZTI) | 0.2 | $656k | 3.8k | 172.79 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.2 | $656k | 18k | 36.29 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $651k | 1.1k | 612.51 |
|
|
| Prologis (PLD) | 0.2 | $650k | +3% | 5.7k | 114.52 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $649k | 14k | 47.76 |
|
|
| Transunion (TRU) | 0.2 | $648k | 7.7k | 83.78 |
|
|
| Cme (CME) | 0.2 | $647k | 2.4k | 270.19 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $643k | +17% | 4.4k | 146.32 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $640k | 7.0k | 90.73 |
|
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $639k | 6.0k | 106.78 |
|
|
| Live Nation Entertainment (LYV) | 0.2 | $638k | 3.9k | 163.40 |
|
|
| ConocoPhillips (COP) | 0.2 | $631k | -9% | 6.7k | 94.59 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $628k | 1.0k | 609.32 |
|
|
| Chipotle Mexican Grill (CMG) | 0.2 | $623k | -52% | 16k | 39.19 |
|
| Nutrien (NTR) | 0.2 | $619k | 11k | 58.71 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $618k | 2.4k | 260.76 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $614k | 11k | 53.87 |
|
|
| Deere & Company (DE) | 0.1 | $614k | 1.3k | 457.26 |
|
|
| Insperity (NSP) | 0.1 | $611k | +6% | 12k | 49.20 |
|
| Shell Spon Ads (SHEL) | 0.1 | $609k | 8.5k | 71.53 |
|
|
| Nvent Electric SHS (NVT) | 0.1 | $609k | -13% | 6.2k | 98.64 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $607k | 15k | 41.11 |
|
|
| XP Cl A (XP) | 0.1 | $607k | 32k | 18.79 |
|
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $605k | 25k | 24.38 |
|
|
| Haleon Spon Ads (HLN) | 0.1 | $601k | 67k | 8.97 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $588k | 3.0k | 197.62 |
|
|
| Utz Brands Com Cl A (UTZ) | 0.1 | $585k | +17% | 48k | 12.15 |
|
| Emcor (EME) | 0.1 | $581k | 895.00 | 649.54 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $581k | 9.6k | 60.49 |
|
|
| Smurfit Westrock SHS (SW) | 0.1 | $579k | 14k | 42.57 |
|
|
| Applied Industrial Technologies (AIT) | 0.1 | $566k | +87% | 2.2k | 261.05 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $565k | 1.4k | 391.64 |
|
|
| Moody's Corporation (MCO) | 0.1 | $560k | NEW | 1.2k | 476.48 |
|
| Keysight Technologies (KEYS) | 0.1 | $558k | 3.2k | 174.92 |
|
|
| Eagle Materials (EXP) | 0.1 | $555k | 2.4k | 233.04 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $555k | 8.4k | 66.01 |
|
|
| Canadian Natural Resources (CNQ) | 0.1 | $537k | 17k | 31.96 |
|
|
| Everest Re Group (EG) | 0.1 | $532k | 1.5k | 350.23 |
|
|
| Kite Rlty Group Tr Com New (KRG) | 0.1 | $530k | 24k | 22.30 |
|
|
| EastGroup Properties (EGP) | 0.1 | $526k | 3.1k | 169.26 |
|
|
| Avantor (AVTR) | 0.1 | $525k | +35% | 42k | 12.48 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $523k | +2% | 19k | 28.26 |
|
| Dt Midstream Common Stock (DTM) | 0.1 | $521k | 4.6k | 113.06 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $518k | NEW | 393.00 | 1318.02 |
|
| White Mountains Insurance Gp (WTM) | 0.1 | $515k | 308.00 | 1671.52 |
|
|
| A. O. Smith Corporation (AOS) | 0.1 | $511k | 7.0k | 73.41 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $507k | 40k | 12.66 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $505k | +2% | 7.9k | 64.14 |
|
| Perrigo SHS (PRGO) | 0.1 | $505k | +24% | 23k | 22.27 |
|
| Inter Parfums (IPAR) | 0.1 | $502k | 5.1k | 98.38 |
|
|
| Pure Storage Cl A (PSTG) | 0.1 | $500k | +3% | 6.0k | 83.81 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $500k | 11k | 47.38 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $499k | 15k | 34.46 |
|
|
| Monday SHS (MNDY) | 0.1 | $497k | 2.6k | 193.69 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $496k | +4% | 9.8k | 50.90 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $496k | 3.1k | 159.70 |
|
|
| Fiserv (FI) | 0.1 | $492k | 3.8k | 128.93 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $484k | +2% | 5.4k | 89.13 |
|
| Microchip Technology (MCHP) | 0.1 | $483k | +13% | 7.5k | 64.22 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $473k | +2% | 11k | 45.10 |
|
| Raymond James Financial (RJF) | 0.1 | $468k | +6% | 2.7k | 172.60 |
|
| American Financial (AFG) | 0.1 | $462k | -32% | 3.2k | 145.72 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $461k | NEW | 3.9k | 117.16 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $460k | 3.8k | 120.50 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $460k | +2% | 4.7k | 98.50 |
|
| LKQ Corporation (LKQ) | 0.1 | $459k | 15k | 30.54 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $456k | +3% | 15k | 30.55 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $452k | 5.3k | 84.88 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $445k | 8.2k | 54.18 |
|
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $443k | 4.0k | 111.44 |
|
|
| Icon SHS (ICLR) | 0.1 | $434k | 2.5k | 175.00 |
|
|
| Fidelity National Information Services (FIS) | 0.1 | $433k | 6.6k | 65.94 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $432k | +5% | 3.4k | 128.40 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $428k | NEW | 2.2k | 192.13 |
|
| Meta Platforms Cl A (META) | 0.1 | $422k | 575.00 | 734.38 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $421k | -14% | 457.00 | 920.64 |
|
| Crown Castle Intl (CCI) | 0.1 | $420k | -60% | 4.3k | 96.49 |
|
| Ventas (VTR) | 0.1 | $419k | +37% | 6.0k | 69.99 |
|
| Microsoft Corporation (MSFT) | 0.1 | $415k | 801.00 | 517.95 |
|
|
| Balchem Corporation (BCPC) | 0.1 | $413k | 2.8k | 150.06 |
|
|
| Nice Sponsored Adr (NICE) | 0.1 | $410k | +3% | 2.8k | 144.78 |
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $409k | +3% | 2.0k | 205.32 |
|
| Crane Company Common Stock (CR) | 0.1 | $399k | 2.2k | 184.14 |
|
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $391k | 7.6k | 51.29 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $390k | 1.4k | 281.24 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $389k | 5.8k | 67.07 |
|
|
| Cyberark Software SHS (CYBR) | 0.1 | $389k | -6% | 804.00 | 483.15 |
|
| Stride (LRN) | 0.1 | $386k | +5% | 2.6k | 148.94 |
|
| Penumbra (PEN) | 0.1 | $383k | 1.5k | 253.32 |
|
|
| Guidewire Software (GWRE) | 0.1 | $382k | 1.7k | 229.86 |
|
|
| Fastenal Company (FAST) | 0.1 | $381k | 7.8k | 49.04 |
|
|
| Garmin SHS (GRMN) | 0.1 | $378k | 1.5k | 246.22 |
|
|
| James Hardie Inds Ord Shs (JHX) | 0.1 | $376k | NEW | 20k | 19.21 |
|
| Dollar General (DG) | 0.1 | $369k | -82% | 3.6k | 103.35 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $367k | 5.6k | 65.92 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $362k | -40% | 7.4k | 48.72 |
|
| HEICO Corporation (HEI) | 0.1 | $351k | -10% | 1.1k | 322.82 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $348k | NEW | 5.6k | 62.16 |
|
| Universal Display Corporation (OLED) | 0.1 | $345k | 2.4k | 143.63 |
|
|
| Quanta Services (PWR) | 0.1 | $344k | NEW | 831.00 | 414.42 |
|
| Snap-on Incorporated (SNA) | 0.1 | $342k | 987.00 | 346.53 |
|
|
| Public Storage (PSA) | 0.1 | $341k | 1.2k | 288.85 |
|
|
| Installed Bldg Prods (IBP) | 0.1 | $336k | NEW | 1.4k | 246.66 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $332k | 693.00 | 479.61 |
|
|
| Descartes Sys Grp (DSGX) | 0.1 | $330k | +2% | 3.5k | 94.23 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $317k | NEW | 694.00 | 456.00 |
|
| Innospec (IOSP) | 0.1 | $314k | -2% | 4.1k | 77.16 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $312k | 4.6k | 67.83 |
|
|
| Landstar System (LSTR) | 0.1 | $304k | 2.5k | 122.56 |
|
|
| Extra Space Storage (EXR) | 0.1 | $301k | 2.1k | 140.94 |
|
|
| Dynatrace Com New (DT) | 0.1 | $300k | +6% | 6.2k | 48.45 |
|
| Brown & Brown (BRO) | 0.1 | $300k | +2% | 3.2k | 93.79 |
|
| Americold Rlty Tr (COLD) | 0.1 | $295k | 24k | 12.24 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $295k | 2.6k | 113.88 |
|
|
| Global Payments (GPN) | 0.1 | $292k | +19% | 3.5k | 83.08 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $291k | 2.0k | 142.40 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $291k | 9.0k | 32.17 |
|
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $288k | 6.8k | 42.46 |
|
|
| WPP Adr (WPP) | 0.1 | $286k | +6% | 11k | 25.05 |
|
| Essex Property Trust (ESS) | 0.1 | $282k | +3% | 1.1k | 267.66 |
|
| Western Digital (WDC) | 0.1 | $274k | NEW | 2.3k | 120.06 |
|
| D.R. Horton (DHI) | 0.1 | $268k | NEW | 1.6k | 169.47 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $266k | -26% | 3.6k | 73.34 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $261k | 2.4k | 108.80 |
|
|
| Godaddy Cl A (GDDY) | 0.1 | $256k | +2% | 1.9k | 136.83 |
|
| Cava Group Ord (CAVA) | 0.1 | $253k | +18% | 4.2k | 60.41 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $249k | +3% | 2.5k | 99.95 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $244k | 2.7k | 89.37 |
|
|
| Equity Lifestyle Properties (ELS) | 0.1 | $244k | 4.0k | 60.70 |
|
|
| Everus Constr Group (ECG) | 0.1 | $244k | NEW | 2.8k | 85.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $237k | 3.9k | 59.92 |
|
|
| John Bean Technologies Corporation (JBTM) | 0.1 | $237k | NEW | 1.7k | 140.45 |
|
| Visteon Corp Com New (VC) | 0.1 | $236k | NEW | 2.0k | 119.86 |
|
| Best Buy (BBY) | 0.1 | $234k | NEW | 3.1k | 75.62 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $232k | NEW | 1.6k | 145.61 |
|
| Ufp Industries (UFPI) | 0.1 | $231k | -24% | 2.5k | 93.49 |
|
| Toast Cl A (TOST) | 0.1 | $230k | NEW | 6.3k | 36.51 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $227k | 2.4k | 93.25 |
|
|
| Meritage Homes Corporation (MTH) | 0.1 | $221k | 3.1k | 72.43 |
|
|
| Knife River Corp Common Stock (KNF) | 0.1 | $219k | 2.8k | 76.87 |
|
|
| Cushman Wakefield SHS (CWK) | 0.1 | $218k | -16% | 14k | 15.92 |
|
| Renasant (RNST) | 0.1 | $215k | +2% | 5.8k | 36.89 |
|
| Old National Ban (ONB) | 0.1 | $214k | 9.7k | 21.95 |
|
|
| Realty Income (O) | 0.1 | $212k | NEW | 3.5k | 60.79 |
|
| Electromed (ELMD) | 0.1 | $210k | NEW | 8.6k | 24.55 |
|
| Mid-America Apartment (MAA) | 0.1 | $208k | 1.5k | 139.73 |
|
|
| Helios Technologies (HLIO) | 0.0 | $205k | NEW | 3.9k | 52.13 |
|
| TowneBank (TOWN) | 0.0 | $203k | NEW | 5.9k | 34.57 |
|
| MDU Resources (MDU) | 0.0 | $203k | 11k | 17.81 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $202k | +2% | 13k | 16.11 |
|
| Qxo Com New (QXO) | 0.0 | $202k | NEW | 11k | 19.06 |
|
| Valvoline Inc Common (VVV) | 0.0 | $201k | -7% | 5.6k | 35.91 |
|
| Neuehealth Com New | 0.0 | $200k | 30k | 6.67 |
|
|
| Patterson-UTI Energy (PTEN) | 0.0 | $84k | 16k | 5.18 |
|
|
| LivePerson (LPSN) | 0.0 | $5.8k | 10k | 0.58 |
|
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 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
- Legacy Wealth Asset Management 2021 Q4 filed Feb. 10, 2022
- Legacy Wealth Asset Management 2021 Q3 filed Oct. 19, 2021