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 14.48% of Legacy Wealth Asset Management's stock portfolio.
- Added to shares of these 10 stocks: NOW, IWB, SCHF, AHR, IWS, SMFG, ALC, IEMG, NGG, KB.
- Started 30 new stock positions in ELAN, NGG, IWS, COLB, IWR, NOMD, AWI, VBK, IWB, CWK.
- Reduced shares in these 10 stocks: KLAC, TRI, , ASX, TSLA, GMAB, FBTC, SYK, BZ, GBTC.
- Sold out of its positions in BAH, Bright Health Group Ord, CAVA, DSGX, ECG, GDDY, IOSP, JBTM, KNF, LivePerson. MDU, MTH, O, SFM, LRN, TRI, TOST, Total, TOWN, UFPI, VVV, VC, Cushman Wakefield, CYBR.
- Legacy Wealth Asset Management was a net seller of stock by $-2.3M.
- Legacy Wealth Asset Management has $407M in assets under management (AUM), dropping by -1.08%.
- Central Index Key (CIK): 0001846151
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Portfolio Holdings for Legacy Wealth Asset Management
Legacy Wealth Asset Management holds 365 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 5.6 | $23M | -3% | 298k | 76.23 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 2.6 | $10M | 215k | 48.41 |
|
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 2.4 | $9.7M | +3% | 266k | 36.48 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 2.3 | $9.5M | +6% | 188k | 50.46 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 1.6 | $6.6M | 27k | 248.19 |
|
|
| Strategy Eventide Us Mrkt (ESUM) | 1.5 | $6.3M | +2% | 234k | 26.93 |
|
| Broadcom (AVGO) | 1.4 | $5.9M | 17k | 346.10 |
|
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| Apple (AAPL) | 1.3 | $5.5M | 20k | 271.86 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $5.4M | +2% | 29k | 186.50 |
|
| Ubs Ag London Branch Etracs Ubs Bloom (UCIB) | 1.2 | $4.8M | +2% | 173k | 28.06 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.9 | $3.9M | +5% | 160k | 24.20 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.9 | $3.8M | -11% | 56k | 68.36 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $3.4M | -7% | 20k | 171.18 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $3.2M | -3% | 10k | 303.89 |
|
| Chubb (CB) | 0.8 | $3.1M | -2% | 10k | 312.12 |
|
| Linde SHS (LIN) | 0.7 | $3.0M | -8% | 7.0k | 426.39 |
|
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.7 | $2.9M | 137k | 20.89 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.7 | $2.8M | -31% | 172k | 16.10 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $2.8M | -13% | 2.6k | 1069.86 |
|
| Advanced Micro Devices (AMD) | 0.7 | $2.7M | -2% | 13k | 214.16 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.6 | $2.6M | 167k | 15.59 |
|
|
| Gildan Activewear Inc Com Cad (GIL) | 0.6 | $2.6M | 42k | 62.46 |
|
|
| Ubs Group SHS (UBS) | 0.6 | $2.5M | -5% | 55k | 46.31 |
|
| Alcon Ord Shs (ALC) | 0.6 | $2.4M | +46% | 31k | 78.81 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.6 | $2.4M | -3% | 58k | 41.08 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.6 | $2.3M | 26k | 90.70 |
|
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.6 | $2.3M | -7% | 109k | 21.05 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.3M | 2.1k | 1074.69 |
|
|
| Analog Devices (ADI) | 0.6 | $2.3M | +2% | 8.4k | 271.20 |
|
| Sap Se Spon Adr (SAP) | 0.6 | $2.3M | +8% | 9.3k | 242.91 |
|
| Aon Shs Cl A (AON) | 0.6 | $2.3M | -8% | 6.4k | 352.88 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.6 | $2.2M | 62k | 36.54 |
|
|
| Micron Technology (MU) | 0.6 | $2.2M | -7% | 7.9k | 285.41 |
|
| Yum China Holdings (YUMC) | 0.5 | $2.2M | -3% | 46k | 47.74 |
|
| Visa Com Cl A (V) | 0.5 | $2.2M | +4% | 6.2k | 350.71 |
|
| Canadian Pacific Kansas City (CP) | 0.5 | $2.2M | +11% | 30k | 73.63 |
|
| Icici Bank Adr (IBN) | 0.5 | $2.2M | 73k | 29.80 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $2.1M | 11k | 184.20 |
|
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| Curtiss-Wright (CW) | 0.5 | $2.1M | -10% | 3.7k | 551.27 |
|
| O'reilly Automotive (ORLY) | 0.5 | $2.0M | +4% | 22k | 91.21 |
|
| Ensign (ENSG) | 0.5 | $2.0M | 11k | 174.20 |
|
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| Boston Scientific Corporation (BSX) | 0.5 | $2.0M | +2% | 21k | 95.35 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.5 | $2.0M | -5% | 29k | 67.64 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.5 | $2.0M | -13% | 123k | 15.86 |
|
| Blackrock (BLK) | 0.5 | $1.9M | -2% | 1.8k | 1070.34 |
|
| Kanzhun Sponsored Ads (BZ) | 0.5 | $1.9M | -21% | 95k | 20.38 |
|
| Ferrari Nv Ord (RACE) | 0.5 | $1.9M | +2% | 5.2k | 369.56 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.5 | $1.9M | -4% | 71k | 27.08 |
|
| Booking Holdings (BKNG) | 0.5 | $1.9M | +6% | 354.00 | 5355.33 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $1.9M | +12% | 38k | 50.32 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $1.8M | -2% | 10k | 173.49 |
|
| Servicenow (NOW) | 0.4 | $1.8M | +427% | 12k | 153.19 |
|
| Te Connectivity Ord Shs (TEL) | 0.4 | $1.8M | 7.7k | 227.51 |
|
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| 3M Company (MMM) | 0.4 | $1.7M | +8% | 11k | 160.10 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.7M | +18% | 4.8k | 349.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.7M | 2.9k | 566.36 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.6M | +7% | 20k | 82.82 |
|
| Medtronic SHS (MDT) | 0.4 | $1.6M | 17k | 96.06 |
|
|
| Colgate-Palmolive Company (CL) | 0.4 | $1.6M | -14% | 20k | 79.02 |
|
| Bhp Group Sponsored Ads (BHP) | 0.4 | $1.6M | -14% | 26k | 60.37 |
|
| TJX Companies (TJX) | 0.4 | $1.6M | 10k | 153.61 |
|
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| Canadian Natl Ry (CNI) | 0.4 | $1.5M | -12% | 16k | 98.85 |
|
| Automatic Data Processing (ADP) | 0.4 | $1.5M | -10% | 6.0k | 257.23 |
|
| Equinix (EQIX) | 0.4 | $1.5M | -2% | 2.0k | 766.16 |
|
| Simon Property (SPG) | 0.4 | $1.5M | -2% | 8.0k | 185.11 |
|
| Caterpillar (CAT) | 0.4 | $1.5M | -3% | 2.6k | 572.87 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.4 | $1.5M | -15% | 201k | 7.32 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.4 | $1.5M | -24% | 63k | 23.31 |
|
| Intercontinental Exchange (ICE) | 0.4 | $1.5M | 9.0k | 161.96 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $1.5M | +3% | 26k | 55.80 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $1.4M | +5% | 25k | 58.73 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $1.4M | -3% | 7.6k | 185.56 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $1.4M | 11k | 135.14 |
|
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| McDonald's Corporation (MCD) | 0.3 | $1.4M | 4.6k | 305.63 |
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| Waste Connections (WCN) | 0.3 | $1.4M | 7.9k | 175.36 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.3 | $1.4M | -11% | 32k | 43.55 |
|
| Hp (HPQ) | 0.3 | $1.4M | +6% | 62k | 22.28 |
|
| Federal Signal Corporation (FSS) | 0.3 | $1.4M | +4% | 13k | 108.59 |
|
| Toyota Motor Corp Ads (TM) | 0.3 | $1.4M | -12% | 6.4k | 214.06 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.3M | NEW | 3.6k | 373.44 |
|
| Embraer Sponsored Ads (EMBJ) | 0.3 | $1.3M | -5% | 21k | 64.37 |
|
| Synopsys (SNPS) | 0.3 | $1.3M | -7% | 2.8k | 469.72 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.3 | $1.3M | -3% | 44k | 29.48 |
|
| Evercore Class A (EVR) | 0.3 | $1.3M | 3.8k | 340.25 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | 7.2k | 177.75 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.3M | NEW | 53k | 24.04 |
|
| American Tower Reit (AMT) | 0.3 | $1.3M | -9% | 7.2k | 175.57 |
|
| Ross Stores (ROST) | 0.3 | $1.3M | +41% | 7.0k | 180.14 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.3M | 2.7k | 468.76 |
|
|
| Celestica (CLS) | 0.3 | $1.2M | -11% | 4.1k | 295.61 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.3 | $1.2M | -8% | 18k | 68.80 |
|
| Boeing Company (BA) | 0.3 | $1.2M | +3% | 5.6k | 217.12 |
|
| Natwest Group Spons Adr (NWG) | 0.3 | $1.2M | -7% | 69k | 17.50 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.2M | 12k | 99.91 |
|
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| Autodesk (ADSK) | 0.3 | $1.2M | 4.1k | 296.01 |
|
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| S&p Global (SPGI) | 0.3 | $1.2M | +4% | 2.2k | 522.59 |
|
| International Business Machines (IBM) | 0.3 | $1.1M | 3.9k | 296.21 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $1.1M | -3% | 9.9k | 116.09 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.1M | +205% | 17k | 67.22 |
|
| Barclays Adr (BCS) | 0.3 | $1.1M | -8% | 44k | 25.45 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.3 | $1.1M | +4% | 18k | 63.09 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.1M | -5% | 6.7k | 160.97 |
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| Cisco Systems (CSCO) | 0.3 | $1.1M | 14k | 77.03 |
|
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| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.3 | $1.1M | -4% | 24k | 45.57 |
|
| Texas Roadhouse (TXRH) | 0.3 | $1.1M | +11% | 6.5k | 166.00 |
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| Ing Groep Sponsored Adr (ING) | 0.3 | $1.1M | 38k | 28.00 |
|
|
| Msa Safety Inc equity (MSA) | 0.3 | $1.1M | +12% | 6.6k | 160.14 |
|
| Cadence Design Systems (CDNS) | 0.3 | $1.0M | 3.4k | 312.58 |
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| EnPro Industries (NPO) | 0.3 | $1.0M | 4.9k | 214.13 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.0M | -3% | 5.7k | 183.40 |
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| Prologis (PLD) | 0.3 | $1.0M | +44% | 8.2k | 127.66 |
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| Progressive Corporation (PGR) | 0.3 | $1.0M | 4.6k | 227.72 |
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| Fair Isaac Corporation (FICO) | 0.3 | $1.0M | +13% | 616.00 | 1690.62 |
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| Arista Networks Com Shs (ANET) | 0.3 | $1.0M | +2% | 7.9k | 131.03 |
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| Argenx Se Sponsored Adr (ARGX) | 0.3 | $1.0M | -5% | 1.2k | 840.95 |
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| Tapestry (TPR) | 0.2 | $1.0M | -9% | 7.9k | 127.77 |
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| Credicorp (BAP) | 0.2 | $1000k | -3% | 3.5k | 287.00 |
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| Encompass Health Corp (EHC) | 0.2 | $995k | +21% | 9.4k | 106.14 |
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| Chemed Corp Com Stk (CHE) | 0.2 | $990k | -9% | 2.3k | 427.86 |
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| Tetra Tech (TTEK) | 0.2 | $986k | -2% | 29k | 33.54 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.2 | $970k | -5% | 15k | 63.61 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.2 | $963k | 18k | 53.63 |
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| SLB Com Stk (SLB) | 0.2 | $951k | 25k | 38.38 |
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| Cae (CAE) | 0.2 | $939k | -2% | 31k | 30.42 |
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| CRH Ord (CRH) | 0.2 | $935k | -4% | 7.5k | 124.80 |
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| New York Times Cl A (NYT) | 0.2 | $931k | +2% | 13k | 69.42 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $931k | -3% | 176k | 5.30 |
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| Bwx Technologies (BWXT) | 0.2 | $924k | -32% | 5.3k | 172.84 |
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| American Healthcare Reit Com Shs (AHR) | 0.2 | $918k | NEW | 20k | 47.06 |
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| Rbc Cad (RY) | 0.2 | $913k | -4% | 5.4k | 170.49 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $908k | -2% | 12k | 78.67 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $907k | NEW | 6.4k | 141.05 |
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| Gilead Sciences (GILD) | 0.2 | $906k | 7.4k | 122.74 |
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| Metropcs Communications (TMUS) | 0.2 | $903k | +5% | 4.4k | 203.04 |
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| Banco Santander Sa Adr (SAN) | 0.2 | $902k | -25% | 77k | 11.73 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $897k | -11% | 4.8k | 185.61 |
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| Coca-Cola Company (KO) | 0.2 | $887k | 13k | 69.91 |
|
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| Sherwin-Williams Company (SHW) | 0.2 | $884k | 2.7k | 324.03 |
|
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| Edwards Lifesciences (EW) | 0.2 | $875k | 10k | 85.25 |
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| PNC Financial Services (PNC) | 0.2 | $871k | 4.2k | 208.73 |
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| Cemex Sab De Cv Spon Adr New (CX) | 0.2 | $866k | -3% | 75k | 11.49 |
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| Amgen (AMGN) | 0.2 | $864k | 2.6k | 327.31 |
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $858k | 6.9k | 124.76 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $851k | 7.1k | 120.34 |
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| Prudential Adr (PUK) | 0.2 | $849k | 27k | 31.12 |
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| Us Bancorp Del Com New (USB) | 0.2 | $849k | 16k | 53.36 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $830k | +153% | 12k | 71.41 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $828k | -2% | 50k | 16.74 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $826k | 14k | 58.71 |
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| Manulife Finl Corp (MFC) | 0.2 | $823k | 23k | 36.28 |
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| Truist Financial Corp equities (TFC) | 0.2 | $818k | 17k | 49.21 |
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| Qualcomm (QCOM) | 0.2 | $816k | 4.8k | 171.05 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.2 | $814k | -8% | 84k | 9.65 |
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| Lowe's Companies (LOW) | 0.2 | $801k | 3.3k | 241.16 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.2 | $794k | +3% | 37k | 21.66 |
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| Chevron Corporation (CVX) | 0.2 | $793k | 5.2k | 152.41 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $790k | NEW | 41k | 19.33 |
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| Littelfuse (LFUS) | 0.2 | $788k | 3.1k | 252.92 |
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| MercadoLibre (MELI) | 0.2 | $786k | +4% | 390.00 | 2014.26 |
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| Yum! Brands (YUM) | 0.2 | $785k | 5.2k | 151.28 |
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|
| Spdr Series Trust Bloomberg Short (BWZ) | 0.2 | $784k | +4% | 29k | 27.41 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $783k | 6.7k | 117.21 |
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| Eni S P A Sponsored Adr (E) | 0.2 | $779k | 21k | 37.94 |
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| Paycom Software (PAYC) | 0.2 | $779k | +29% | 4.9k | 159.36 |
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| Nextera Energy (NEE) | 0.2 | $773k | 9.6k | 80.28 |
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| Rb Global (RBA) | 0.2 | $771k | 7.5k | 102.87 |
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| Southern Company (SO) | 0.2 | $766k | 8.8k | 87.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $758k | -15% | 2.8k | 268.30 |
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| Transunion (TRU) | 0.2 | $751k | +13% | 8.8k | 85.75 |
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| CSX Corporation (CSX) | 0.2 | $750k | 21k | 36.25 |
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| Affiliated Managers (AMG) | 0.2 | $746k | -12% | 2.6k | 288.28 |
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| Balchem Corporation (BCPC) | 0.2 | $744k | +76% | 4.8k | 153.36 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $741k | 1.5k | 483.67 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $741k | 103k | 7.16 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.2 | $738k | 62k | 11.86 |
|
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $737k | +4% | 16k | 47.08 |
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| General Dynamics Corporation (GD) | 0.2 | $732k | 2.2k | 336.66 |
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| Spdr Series Trust Bloomberg Intl T (BWX) | 0.2 | $728k | +5% | 32k | 22.53 |
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| Steris Shs Usd (STE) | 0.2 | $728k | 2.9k | 253.52 |
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| Dominion Resources (D) | 0.2 | $724k | 12k | 58.59 |
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| Abbott Laboratories (ABT) | 0.2 | $723k | 5.8k | 125.29 |
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| Heico Corp Cl A (HEI.A) | 0.2 | $714k | 2.8k | 252.47 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $710k | NEW | 9.2k | 77.35 |
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| Ss&c Technologies Holding (SSNC) | 0.2 | $710k | +3% | 8.1k | 87.42 |
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| Kb Finl Group Sponsored Adr (KB) | 0.2 | $699k | NEW | 8.1k | 86.04 |
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| Trane Technologies SHS (TT) | 0.2 | $698k | 1.8k | 389.20 |
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| Home Depot (HD) | 0.2 | $698k | +2% | 2.0k | 344.10 |
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| Union Pacific Corporation (UNP) | 0.2 | $695k | +5% | 3.0k | 231.32 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $688k | +3% | 1.1k | 627.32 |
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| Pepsi (PEP) | 0.2 | $686k | 4.8k | 143.52 |
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| Waste Management (WM) | 0.2 | $686k | +2% | 3.1k | 219.71 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $686k | 7.1k | 95.92 |
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| EOG Resources (EOG) | 0.2 | $685k | -2% | 6.5k | 105.01 |
|
| U.S. Physical Therapy (USPH) | 0.2 | $684k | -2% | 8.8k | 78.09 |
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| Enbridge (ENB) | 0.2 | $682k | 14k | 47.83 |
|
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| Bristol Myers Squibb (BMY) | 0.2 | $681k | +20% | 13k | 53.94 |
|
| Haleon Spon Ads (HLN) | 0.2 | $680k | 67k | 10.11 |
|
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| Genmab A/s Sponsored Ads (GMAB) | 0.2 | $679k | -52% | 22k | 30.80 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $673k | 8.4k | 80.03 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $672k | +2% | 1.5k | 453.36 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $669k | 6.1k | 110.08 |
|
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| ConocoPhillips (COP) | 0.2 | $667k | +6% | 7.1k | 93.61 |
|
| Keysight Technologies (KEYS) | 0.2 | $664k | +2% | 3.3k | 203.19 |
|
| Agnico (AEM) | 0.2 | $663k | NEW | 3.9k | 169.53 |
|
| Open Text Corp (OTEX) | 0.2 | $658k | 20k | 32.58 |
|
|
| Marsh & McLennan Companies | 0.2 | $657k | -2% | 3.5k | 185.52 |
|
| Nutrien (NTR) | 0.2 | $657k | 11k | 61.72 |
|
|
| Cme (CME) | 0.2 | $657k | 2.4k | 273.08 |
|
|
| Nike CL B (NKE) | 0.2 | $655k | -15% | 10k | 63.71 |
|
| Honeywell International (HON) | 0.2 | $654k | 3.4k | 195.09 |
|
|
| Trip Com Group Ads (TCOM) | 0.2 | $652k | 9.1k | 71.91 |
|
|
| White Mountains Insurance Gp (WTM) | 0.2 | $650k | 313.00 | 2078.03 |
|
|
| Deere & Company (DE) | 0.2 | $649k | +3% | 1.4k | 465.57 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.2 | $645k | 194k | 3.33 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $643k | +41% | 3.2k | 203.46 |
|
| Moody's Corporation (MCO) | 0.2 | $630k | +4% | 1.2k | 510.85 |
|
| Dollar General (DG) | 0.2 | $628k | +32% | 4.7k | 132.77 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $628k | 7.7k | 81.10 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $627k | 12k | 53.83 |
|
|
| Shell Spon Ads (SHEL) | 0.2 | $621k | 8.4k | 73.48 |
|
|
| Coupang Cl A (CPNG) | 0.2 | $621k | 26k | 23.59 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.2 | $616k | +2% | 4.0k | 153.30 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $613k | 11k | 54.77 |
|
|
| Lancaster Colony (MZTI) | 0.1 | $610k | -2% | 3.7k | 164.42 |
|
| Xcel Energy (XEL) | 0.1 | $610k | 8.3k | 73.86 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $601k | +2% | 2.4k | 246.30 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $599k | 1.1k | 570.21 |
|
|
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $597k | 18k | 32.81 |
|
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $594k | -12% | 15k | 38.73 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $582k | +3% | 11k | 53.30 |
|
| Kite Rlty Group Tr Com New (KRG) | 0.1 | $580k | 24k | 23.97 |
|
|
| A. O. Smith Corporation (AOS) | 0.1 | $573k | +22% | 8.6k | 66.88 |
|
| Emcor (EME) | 0.1 | $571k | +4% | 934.00 | 611.79 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $569k | 17k | 33.85 |
|
|
| Live Nation Entertainment (LYV) | 0.1 | $558k | 3.9k | 142.50 |
|
|
| Nvent Electric SHS (NVT) | 0.1 | $557k | -11% | 5.5k | 101.97 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $556k | +6% | 418.00 | 1329.85 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $555k | -2% | 14k | 38.72 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $551k | 14k | 40.42 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $550k | 4.6k | 119.68 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $549k | 6.5k | 83.75 |
|
|
| Applied Industrial Technologies (AIT) | 0.1 | $548k | 2.1k | 256.77 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $548k | +2% | 8.0k | 68.23 |
|
| Tesla Motors (TSLA) | 0.1 | $542k | -60% | 1.2k | 449.72 |
|
| Microchip Technology (MCHP) | 0.1 | $533k | +11% | 8.4k | 63.72 |
|
| Everest Re Group (EG) | 0.1 | $531k | +3% | 1.6k | 339.35 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $529k | -9% | 22k | 23.63 |
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $529k | 9.7k | 54.59 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $528k | 5.4k | 97.90 |
|
|
| XP Cl A (XP) | 0.1 | $527k | 32k | 16.37 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $523k | +3% | 15k | 34.73 |
|
| Aptar (ATR) | 0.1 | $522k | -14% | 4.3k | 121.96 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $522k | +4% | 5.7k | 92.30 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $520k | +4% | 16k | 33.29 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $510k | 3.1k | 162.14 |
|
|
| EastGroup Properties (EGP) | 0.1 | $506k | -8% | 2.8k | 178.14 |
|
| Zoetis Cl A (ZTS) | 0.1 | $499k | -9% | 4.0k | 125.82 |
|
| Penumbra (PEN) | 0.1 | $492k | +4% | 1.6k | 310.91 |
|
| Eagle Materials (EXP) | 0.1 | $490k | 2.4k | 206.68 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $485k | -22% | 1.3k | 383.32 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $485k | 5.8k | 83.00 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $484k | 19k | 25.94 |
|
|
| Netease Sponsored Ads (NTES) | 0.1 | $481k | NEW | 3.5k | 137.62 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $480k | 41k | 11.85 |
|
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $476k | -6% | 7.1k | 66.55 |
|
| Icon SHS (ICLR) | 0.1 | $471k | +4% | 2.6k | 182.22 |
|
| Ventas (VTR) | 0.1 | $470k | 6.1k | 77.38 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $467k | +2% | 10k | 46.74 |
|
| Insperity (NSP) | 0.1 | $467k | -2% | 12k | 38.72 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $465k | 3.8k | 121.75 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $465k | -21% | 13k | 37.00 |
|
| M&T Bank Corporation (MTB) | 0.1 | $459k | -23% | 2.3k | 201.48 |
|
| Raymond James Financial (RJF) | 0.1 | $447k | +2% | 2.8k | 160.59 |
|
| Fidelity National Information Services (FIS) | 0.1 | $442k | 6.6k | 66.46 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $440k | NEW | 205.00 | 2146.18 |
|
| Utz Brands Com Cl A (UTZ) | 0.1 | $440k | -11% | 42k | 10.38 |
|
| Ge Aerospace Com New (GE) | 0.1 | $437k | NEW | 1.4k | 308.03 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $437k | 8.1k | 53.76 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $435k | +5% | 480.00 | 906.36 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $431k | NEW | 4.5k | 96.27 |
|
| Avantor (AVTR) | 0.1 | $425k | -11% | 37k | 11.46 |
|
| Zimmer Holdings (ZBH) | 0.1 | $420k | 4.7k | 89.92 |
|
|
| Crane Company Common Stock (CR) | 0.1 | $417k | +4% | 2.3k | 184.43 |
|
| LKQ Corporation (LKQ) | 0.1 | $414k | -8% | 14k | 30.20 |
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $413k | +3% | 5.8k | 71.41 |
|
| Inter Parfums (IPAR) | 0.1 | $403k | -6% | 4.8k | 84.83 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $399k | +82% | 4.4k | 90.03 |
|
| Api Group Corp Com Stk (APG) | 0.1 | $399k | NEW | 10k | 38.26 |
|
| Western Digital (WDC) | 0.1 | $393k | 2.3k | 172.27 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $391k | 809.00 | 483.62 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $390k | -34% | 5.1k | 76.25 |
|
| Crown Castle Intl (CCI) | 0.1 | $390k | 4.4k | 88.87 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $380k | 575.00 | 660.09 |
|
|
| Landstar System (LSTR) | 0.1 | $374k | +4% | 2.6k | 143.70 |
|
| Mongodb Cl A (MDB) | 0.1 | $372k | NEW | 887.00 | 419.69 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $371k | -29% | 9.6k | 38.67 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $367k | 3.4k | 109.61 |
|
|
| Installed Bldg Prods (IBP) | 0.1 | $362k | +2% | 1.4k | 259.39 |
|
| Quanta Services (PWR) | 0.1 | $357k | 846.00 | 422.06 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.1 | $355k | +2% | 2.0k | 174.19 |
|
| HEICO Corporation (HEI) | 0.1 | $352k | 1.1k | 323.59 |
|
|
| Kinsale Cap Group (KNSL) | 0.1 | $352k | -45% | 899.00 | 391.12 |
|
| Snap-on Incorporated (SNA) | 0.1 | $344k | 998.00 | 344.60 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $341k | NEW | 1.1k | 302.11 |
|
| Guidewire Software (GWRE) | 0.1 | $339k | 1.7k | 201.01 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $338k | 693.00 | 487.86 |
|
|
| Advanced Energy Industries (AEIS) | 0.1 | $336k | NEW | 1.6k | 209.37 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $335k | 7.3k | 45.54 |
|
|
| Public Storage (PSA) | 0.1 | $330k | +7% | 1.3k | 259.50 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $329k | -17% | 4.9k | 67.01 |
|
| Bok Finl Corp Com New (BOKF) | 0.1 | $323k | -31% | 2.7k | 118.46 |
|
| Garmin SHS (GRMN) | 0.1 | $320k | +2% | 1.6k | 202.85 |
|
| American Financial (AFG) | 0.1 | $319k | -26% | 2.3k | 136.68 |
|
| Fastenal Company (FAST) | 0.1 | $314k | 7.8k | 40.13 |
|
|
| Wix SHS (WIX) | 0.1 | $306k | NEW | 2.9k | 103.89 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $302k | +2% | 2.7k | 113.92 |
|
| James Hardie Inds Ord Shs (JHX) | 0.1 | $301k | -25% | 15k | 20.75 |
|
| Kla Corp Com New (KLAC) | 0.1 | $300k | -88% | 247.00 | 1215.08 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $282k | -3% | 6.5k | 43.21 |
|
| Monday SHS (MNDY) | 0.1 | $281k | -25% | 1.9k | 147.56 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $281k | 2.1k | 135.99 |
|
|
| Nice Sponsored Adr (NICE) | 0.1 | $281k | -12% | 2.5k | 113.04 |
|
| Zai Lab Adr (ZLAB) | 0.1 | $281k | -28% | 16k | 17.64 |
|
| Universal Display Corporation (OLED) | 0.1 | $276k | 2.4k | 116.78 |
|
|
| Extra Space Storage (EXR) | 0.1 | $276k | 2.1k | 130.22 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $270k | 1.4k | 194.91 |
|
|
| Fiserv (FI) | 0.1 | $270k | +5% | 4.0k | 67.17 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $266k | -3% | 668.00 | 397.65 |
|
| Essex Property Trust (ESS) | 0.1 | $265k | -3% | 1.0k | 261.68 |
|
| Global Payments (GPN) | 0.1 | $264k | -3% | 3.4k | 77.40 |
|
| Bruker Corporation (BRKR) | 0.1 | $261k | NEW | 5.5k | 47.11 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $252k | 2.7k | 92.30 |
|
|
| Perrigo SHS (PRGO) | 0.1 | $251k | -20% | 18k | 13.92 |
|
| Brown & Brown (BRO) | 0.1 | $250k | 3.1k | 79.70 |
|
|
| Electromed (ELMD) | 0.1 | $249k | 8.6k | 29.12 |
|
|
| Halozyme Therapeutics (HALO) | 0.1 | $248k | 3.7k | 67.30 |
|
|
| Armstrong World Industries (AWI) | 0.1 | $248k | NEW | 1.3k | 191.10 |
|
| Americold Rlty Tr (COLD) | 0.1 | $248k | -20% | 19k | 12.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $244k | 3.9k | 62.47 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $242k | NEW | 1.1k | 210.34 |
|
| Pinterest Cl A (PINS) | 0.1 | $240k | +2% | 9.3k | 25.89 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $233k | 1.6k | 143.89 |
|
|
| Dynatrace Com New (DT) | 0.1 | $232k | -13% | 5.4k | 43.34 |
|
| D.R. Horton (DHI) | 0.1 | $231k | 1.6k | 144.03 |
|
|
| F.N.B. Corporation (FNB) | 0.1 | $229k | +6% | 13k | 17.10 |
|
| General Motors Company (GM) | 0.1 | $228k | NEW | 2.8k | 81.32 |
|
| Mid-America Apartment (MAA) | 0.1 | $224k | +8% | 1.6k | 138.91 |
|
| Helios Technologies (HLIO) | 0.1 | $224k | +6% | 4.2k | 53.49 |
|
| Stryker Corporation (SYK) | 0.1 | $223k | -73% | 634.00 | 351.47 |
|
| Cushman And Wakefield Common Shares (CWK) | 0.1 | $223k | NEW | 14k | 16.19 |
|
| Elanco Animal Health (ELAN) | 0.1 | $222k | NEW | 9.8k | 22.63 |
|
| WPP Adr (WPP) | 0.1 | $221k | -13% | 9.8k | 22.46 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $218k | NEW | 17k | 12.51 |
|
| Hub Group Cl A (HUBG) | 0.1 | $216k | NEW | 5.1k | 42.61 |
|
| Old National Ban (ONB) | 0.1 | $216k | 9.7k | 22.31 |
|
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $213k | NEW | 2.7k | 78.26 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $210k | -13% | 3.5k | 60.61 |
|
| Columbia Banking System (COLB) | 0.1 | $210k | NEW | 7.5k | 27.95 |
|
| Qxo Com New (QXO) | 0.1 | $209k | +2% | 11k | 19.29 |
|
| Best Buy (BBY) | 0.1 | $207k | 3.1k | 66.93 |
|
|
| Renasant (RNST) | 0.1 | $207k | 5.9k | 35.22 |
|
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $203k | NEW | 3.1k | 64.54 |
|
| Avient Corp (AVNT) | 0.0 | $202k | NEW | 6.5k | 31.24 |
|
| Digital Realty Trust (DLR) | 0.0 | $201k | NEW | 1.3k | 154.71 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $104k | +4% | 17k | 6.11 |
|
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 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
- Legacy Wealth Asset Management 2021 Q4 filed Feb. 10, 2022