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, TFLO, WWJD, ESUM, and represent 14.31% of Legacy Wealth Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BCI (+$6.6M), CRWD, DELL, IBD, VTIP, BHP, VGIT, ACN, VMBS, NOK.
- Started 25 new stock positions in TRP, SWX, DELL, SITM, CGNX, EQR, VTIP, Exxon Mobil Corp, MOD, BCI.
- Reduced shares in these 10 stocks: UCIB (-$5.4M), LRCX, MICC, STM, SHY, V, MT, ASX, ADP, SHG.
- Sold out of its positions in AAON, ALNY, MT, AUB, AVB, BJ, BOKF, BBY, BSX, COLB.
- Legacy Wealth Asset Management was a net seller of stock by $-377k.
- Legacy Wealth Asset Management has $456M in assets under management (AUM), dropping by 0.14%.
- Central Index Key (CIK): 0001846151
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Portfolio Holdings for Legacy Wealth Asset Management
Legacy Wealth Asset Management holds 357 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 4.8 | $22M | 303k | 72.64 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 2.7 | $12M | 228k | 53.24 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 2.5 | $12M | +5% | 228k | 50.67 |
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| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 2.5 | $12M | 297k | 38.77 |
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| Strategy Eventide Us Mrkt (ESUM) | 1.8 | $8.0M | 266k | 30.25 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 1.8 | $8.0M | +2% | 30k | 272.14 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 1.5 | $6.6M | NEW | 257k | 25.87 |
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| NVIDIA Corporation (NVDA) | 1.4 | $6.5M | -2% | 28k | 228.38 |
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| Micron Technology (MU) | 1.4 | $6.4M | -9% | 6.0k | 1065.11 |
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| Apple (AAPL) | 1.4 | $6.3M | 19k | 333.03 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 1.3 | $5.9M | +38% | 256k | 23.00 |
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| Advanced Micro Devices (AMD) | 1.3 | $5.9M | -12% | 9.6k | 611.76 |
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| Broadcom (AVGO) | 1.3 | $5.7M | 16k | 351.19 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 1.0 | $4.7M | -21% | 106k | 44.46 |
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| Palo Alto Networks (PANW) | 0.9 | $4.2M | -7% | 11k | 397.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $4.1M | -4% | 8.9k | 456.19 |
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| Linde SHS (LIN) | 0.8 | $3.8M | +3% | 8.1k | 474.65 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $3.6M | -4% | 2.0k | 1811.67 |
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| Genmab A/s Sponsored Ads (GMAB) | 0.8 | $3.6M | -2% | 100k | 35.67 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.8 | $3.5M | 54k | 64.59 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.7 | $3.1M | 136k | 23.07 |
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| Analog Devices (ADI) | 0.7 | $3.1M | 7.9k | 396.71 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.7 | $3.0M | +4% | 167k | 18.19 |
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| Sap Se Spon Adr (SAP) | 0.7 | $3.0M | 15k | 208.48 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.6 | $2.8M | 27k | 101.71 |
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| Canadian Natl Ry (CNI) | 0.6 | $2.8M | -7% | 23k | 118.90 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.6 | $2.8M | +119% | 33k | 84.84 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $2.8M | +284% | 11k | 264.75 |
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| 3M Company (MMM) | 0.6 | $2.6M | 16k | 164.15 |
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| Waste Connections (WCN) | 0.6 | $2.5M | +3% | 17k | 153.93 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.6 | $2.5M | 113k | 22.34 |
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| Ubs Group SHS (UBS) | 0.5 | $2.5M | 52k | 48.13 |
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| Hp (HPQ) | 0.5 | $2.5M | 80k | 31.28 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.5 | $2.5M | +54% | 274k | 9.15 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $2.5M | +50% | 2.7k | 922.34 |
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| Totalenergies Se Act (TTE) | 0.5 | $2.5M | -4% | 29k | 85.50 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.5 | $2.4M | +13% | 48k | 50.39 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.5 | $2.4M | +11% | 19k | 128.35 |
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| Ensign (ENSG) | 0.5 | $2.4M | +6% | 14k | 172.00 |
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| Sandisk Corp (SNDK) | 0.5 | $2.3M | +73% | 1.3k | 1739.89 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $2.3M | +35% | 40k | 57.56 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $2.2M | +171% | 50k | 44.41 |
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| Rb Global (RBA) | 0.5 | $2.2M | 27k | 81.39 |
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| Coca-Cola Company (KO) | 0.5 | $2.1M | +96% | 25k | 86.08 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.5 | $2.1M | +6% | 87k | 24.43 |
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| Western Digital (WDC) | 0.5 | $2.1M | +100% | 4.6k | 454.46 |
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| Medtronic SHS (MDT) | 0.5 | $2.1M | +2% | 24k | 86.29 |
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| Equinix (EQIX) | 0.5 | $2.1M | 2.1k | 1011.58 |
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| Texas Instruments Incorporated (TXN) | 0.5 | $2.1M | -31% | 7.4k | 280.09 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.1M | +253% | 11k | 183.37 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.4 | $2.0M | +112% | 71k | 27.87 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $2.0M | +62% | 4.9k | 406.63 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.4 | $2.0M | 62k | 31.60 |
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| Booking Holdings (BKNG) | 0.4 | $2.0M | +22% | 12k | 162.91 |
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| Amgen (AMGN) | 0.4 | $2.0M | +79% | 4.7k | 421.52 |
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| Icici Bk Adr (IBN) | 0.4 | $1.9M | +2% | 71k | 27.55 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $1.9M | +38% | 8.1k | 239.94 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.4 | $1.9M | -9% | 49k | 39.56 |
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| Caterpillar (CAT) | 0.4 | $1.9M | -4% | 2.3k | 810.80 |
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| Dell Technologies CL C (DELL) | 0.4 | $1.9M | NEW | 3.5k | 537.95 |
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| Arista Networks Com Shs (ANET) | 0.4 | $1.8M | +9% | 8.7k | 203.59 |
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| Waste Management (WM) | 0.4 | $1.8M | +174% | 8.7k | 203.92 |
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| Amphenol Corp Cl A (APH) | 0.4 | $1.8M | +101% | 21k | 84.30 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.7M | -30% | 1.5k | 1157.11 |
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| Toyota Motor Corp Ads (TM) | 0.4 | $1.7M | +28% | 9.2k | 183.10 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $1.7M | 7.9k | 211.08 |
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| Chubb (CB) | 0.4 | $1.7M | 5.1k | 325.25 |
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| Aon Shs Cl A (AON) | 0.4 | $1.6M | -21% | 5.9k | 276.77 |
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| Telekomunikasi Ind Sponsored Adr (TLK) | 0.4 | $1.6M | 127k | 12.75 |
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| O'reilly Automotive (ORLY) | 0.3 | $1.6M | -16% | 19k | 85.41 |
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| Embraer Sponsored Ads (EMBJ) | 0.3 | $1.6M | 21k | 75.32 |
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| Servicenow (NOW) | 0.3 | $1.6M | -15% | 12k | 134.01 |
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| Encompass Health Corp (EHC) | 0.3 | $1.5M | -7% | 13k | 121.49 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.5M | -68% | 4.6k | 328.53 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $1.5M | NEW | 31k | 49.22 |
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| Chemed Corp Com Stk (CHE) | 0.3 | $1.5M | -2% | 3.0k | 505.07 |
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| Nebius Group Shs Class A (NBIS) | 0.3 | $1.5M | 6.4k | 235.88 |
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| Cisco Systems (CSCO) | 0.3 | $1.5M | +4% | 14k | 107.63 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $1.5M | NEW | 26k | 56.66 |
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| Kanzhun Sponsored Ads (BZ) | 0.3 | $1.5M | 100k | 14.80 |
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| TJX Companies (TJX) | 0.3 | $1.5M | +10% | 11k | 132.31 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $1.5M | 29k | 50.14 |
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| Blackrock (BLK) | 0.3 | $1.5M | -30% | 1.4k | 1058.37 |
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| Cadence Design Systems (CDNS) | 0.3 | $1.5M | +24% | 4.4k | 330.19 |
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| Yum China Holdings (YUMC) | 0.3 | $1.4M | -2% | 35k | 41.10 |
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| Ing Groep Sponsored Adr (ING) | 0.3 | $1.4M | +7% | 40k | 35.50 |
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| Kb Finl Group Sponsored Adr (KB) | 0.3 | $1.4M | +13% | 12k | 123.10 |
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| American Healthcare Reit Com Shs (AHR) | 0.3 | $1.4M | 27k | 51.26 |
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| Smurfit Westrock SHS (SW) | 0.3 | $1.4M | 32k | 44.10 |
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| Intercontinental Exchange (ICE) | 0.3 | $1.4M | -16% | 9.0k | 152.03 |
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| Nokia Corp Sponsored Adr (NOK) | 0.3 | $1.4M | NEW | 134k | 10.14 |
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| Federal Signal Corporation (FSS) | 0.3 | $1.4M | 12k | 110.79 |
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| Colgate-Palmolive Company (CL) | 0.3 | $1.3M | -36% | 16k | 85.32 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.3M | +70% | 2.6k | 522.81 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.3 | $1.3M | +4% | 4.7k | 280.00 |
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| McDonald's Corporation (MCD) | 0.3 | $1.3M | +23% | 5.7k | 230.94 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.3 | $1.3M | -25% | 12k | 110.60 |
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| Bank of New York Mellon Corporation (BNY) | 0.3 | $1.3M | -5% | 9.0k | 144.63 |
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| Paycom Software (PAYC) | 0.3 | $1.3M | -19% | 5.9k | 217.65 |
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| Marvell Technology (MRVL) | 0.3 | $1.3M | NEW | 4.8k | 264.21 |
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| Us Bancorp Com New (USB) | 0.3 | $1.3M | +38% | 22k | 57.76 |
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| American Tower Reit (AMT) | 0.3 | $1.3M | +6% | 7.7k | 163.69 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.3 | $1.3M | -3% | 14k | 92.85 |
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| Alcon Ord Shs (ALC) | 0.3 | $1.2M | -38% | 19k | 64.75 |
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| Curtiss-Wright (CW) | 0.3 | $1.2M | -30% | 2.3k | 543.82 |
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| Pepsi (PEP) | 0.3 | $1.2M | +100% | 9.7k | 126.72 |
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| Credicorp (BAP) | 0.3 | $1.2M | 3.2k | 379.87 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.2M | -12% | 6.5k | 187.05 |
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| Simon Property (SPG) | 0.3 | $1.2M | -14% | 6.0k | 200.76 |
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| SLB Com Stk (SLB) | 0.3 | $1.2M | 25k | 48.72 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.3 | $1.2M | +12% | 46k | 25.91 |
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| Natwest Group Spons Adr (NWG) | 0.3 | $1.2M | 66k | 18.15 |
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| EnPro Industries (NPO) | 0.3 | $1.2M | -16% | 3.9k | 306.26 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.3 | $1.2M | 28k | 41.60 |
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| Nice Sponsored Adr (NICE) | 0.3 | $1.2M | +178% | 11k | 111.27 |
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| Full Truck Alliance Sponsored Ads (YMM) | 0.3 | $1.2M | +46% | 140k | 8.27 |
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| Prologis (PLD) | 0.3 | $1.2M | 8.9k | 129.84 |
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| Progressive Corporation (PGR) | 0.2 | $1.1M | +19% | 5.5k | 207.31 |
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| Exxonmobil Holdings Corp Com Shs | 0.2 | $1.1M | NEW | 6.9k | 162.75 |
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| Welltower Inc Com reit (WELL) | 0.2 | $1.1M | 4.8k | 230.24 |
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| Gilead Sciences (GILD) | 0.2 | $1.1M | 7.3k | 149.06 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $1.1M | -2% | 11k | 99.31 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.2 | $1.1M | 25k | 42.63 |
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| Ross Stores (ROST) | 0.2 | $1.1M | -27% | 4.6k | 233.40 |
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| Southern Company (SO) | 0.2 | $1.1M | +45% | 13k | 82.89 |
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| Advanced Energy Industries (AEIS) | 0.2 | $1.1M | +79% | 3.7k | 281.82 |
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| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.2 | $1.0M | 16k | 64.87 |
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| Boeing Company (BA) | 0.2 | $1.0M | 5.5k | 186.05 |
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| Chevron Corporation (CVX) | 0.2 | $1.0M | -2% | 5.0k | 204.21 |
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| Rbc Cad (RY) | 0.2 | $1.0M | 5.1k | 196.59 |
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| Barclays Adr (BCS) | 0.2 | $992k | 41k | 24.27 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $991k | -4% | 5.3k | 185.65 |
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| Reinsurance Group Amer Com New (RGA) | 0.2 | $975k | +8% | 4.0k | 246.24 |
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| Union Pacific Corporation (UNP) | 0.2 | $975k | +19% | 3.6k | 272.13 |
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| Applied Industrial Technologies (AIT) | 0.2 | $968k | +38% | 2.9k | 332.29 |
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| Manulife Finl Corp (MFC) | 0.2 | $954k | 22k | 42.59 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $950k | -2% | 169k | 5.63 |
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| Entegris (ENTG) | 0.2 | $947k | +44% | 6.1k | 154.06 |
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| CSX Corporation (CSX) | 0.2 | $938k | 20k | 46.51 |
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| Deere & Company (DE) | 0.2 | $938k | 1.4k | 671.55 |
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| Banco Santander Sa Adr (SAN) | 0.2 | $933k | +14% | 68k | 13.83 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $932k | +25% | 12k | 75.82 |
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| Littelfuse (LFUS) | 0.2 | $917k | -27% | 2.2k | 423.74 |
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| Cnh Indl N V SHS (CNH) | 0.2 | $907k | NEW | 71k | 12.85 |
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| EOG Resources (EOG) | 0.2 | $903k | 6.6k | 137.76 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $898k | -28% | 16k | 57.31 |
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| Ventas (VTR) | 0.2 | $897k | +81% | 11k | 85.02 |
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| ConocoPhillips (COP) | 0.2 | $893k | 7.1k | 125.15 |
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| Evercore Class A (EVR) | 0.2 | $892k | 3.5k | 257.50 |
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| PNC Financial Services (PNC) | 0.2 | $891k | -2% | 4.0k | 222.26 |
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| Visa Com Cl A (V) | 0.2 | $891k | -61% | 2.5k | 359.34 |
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| Synopsys (SNPS) | 0.2 | $877k | -44% | 2.0k | 434.94 |
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| Terreno Realty Corporation (TRNO) | 0.2 | $873k | 14k | 64.55 |
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| Qualcomm (QCOM) | 0.2 | $871k | 4.7k | 184.05 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $865k | 101k | 8.53 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $846k | +31% | 3.8k | 222.62 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $842k | 40k | 20.87 |
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| Cae (CAE) | 0.2 | $837k | +13% | 35k | 24.01 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $831k | +9% | 9.8k | 85.10 |
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| International Business Machines (IBM) | 0.2 | $831k | 3.8k | 219.93 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $829k | 5.0k | 167.25 |
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| Celestica (CLS) | 0.2 | $827k | NEW | 2.3k | 361.43 |
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| Bristol Myers Squibb (BMY) | 0.2 | $826k | 13k | 62.40 |
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| Keysight Technologies (KEYS) | 0.2 | $821k | 2.3k | 364.04 |
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| Shell Spon Ads (SHEL) | 0.2 | $803k | 8.4k | 95.05 |
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| Microchip Technology (MCHP) | 0.2 | $788k | +17% | 10k | 77.77 |
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| Texas Roadhouse (TXRH) | 0.2 | $781k | 5.0k | 156.34 |
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| Canadian Natural Resources (CNQ) | 0.2 | $780k | 17k | 47.07 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $778k | 8.3k | 94.17 |
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| Teradyne (TER) | 0.2 | $777k | +2% | 1.9k | 400.91 |
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| Edwards Lifesciences (EW) | 0.2 | $768k | -12% | 8.9k | 86.32 |
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| Automatic Data Processing (ADP) | 0.2 | $766k | -61% | 3.0k | 258.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $762k | 1.1k | 700.69 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.2 | $761k | +20% | 7.9k | 96.73 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $759k | 6.7k | 114.01 |
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| Metropcs Communications (TMUS) | 0.2 | $759k | -3% | 4.7k | 163.08 |
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| Dominion Resources (D) | 0.2 | $754k | 13k | 60.52 |
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| Microsoft Corporation (MSFT) | 0.2 | $752k | 1.5k | 512.90 |
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| Tetra Tech (TTEK) | 0.2 | $752k | 23k | 32.95 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $749k | 1.5k | 509.25 |
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| S&p Global (SPGI) | 0.2 | $740k | -17% | 1.9k | 394.49 |
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| Affiliated Managers (AMG) | 0.2 | $733k | 2.0k | 365.61 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $732k | 7.4k | 99.53 |
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| MercadoLibre (MELI) | 0.2 | $729k | 422.00 | 1728.53 |
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| Nextera Energy (NEE) | 0.2 | $728k | 9.6k | 75.74 |
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| Netease Sponsored Ads (NTES) | 0.2 | $719k | 5.9k | 121.16 |
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| Agnico (AEM) | 0.2 | $719k | 3.9k | 183.27 |
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| General Dynamics Corporation (GD) | 0.2 | $718k | 2.2k | 331.83 |
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $712k | -17% | 5.5k | 128.46 |
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| Magna Intl Inc cl a (MGA) | 0.2 | $709k | 11k | 63.67 |
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| XP Cl A (XP) | 0.2 | $705k | 34k | 21.00 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $698k | -41% | 7.1k | 97.74 |
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| Bwx Technologies (BWXT) | 0.2 | $696k | -2% | 5.1k | 137.00 |
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| Msa Safety Inc equity (MSA) | 0.2 | $695k | 3.9k | 177.88 |
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| Autodesk (ADSK) | 0.2 | $693k | -20% | 3.3k | 209.00 |
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| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.2 | $693k | 61k | 11.45 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.2 | $690k | 196k | 3.52 |
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| Yum! Brands (YUM) | 0.2 | $689k | -2% | 5.1k | 136.34 |
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| Ge Vernova (GEV) | 0.2 | $687k | NEW | 723.00 | 950.49 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $685k | -3% | 12k | 57.82 |
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| Sherwin-Williams Company (SHW) | 0.2 | $685k | -25% | 2.1k | 323.27 |
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| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $679k | 71k | 9.51 |
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| Motorola Solutions Com New (MSI) | 0.1 | $675k | -15% | 1.5k | 445.97 |
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| Balchem Corporation (BCPC) | 0.1 | $672k | -14% | 4.1k | 164.96 |
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| BP Sponsored Adr (BP) | 0.1 | $671k | 15k | 43.99 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $671k | 16k | 41.56 |
|
|
| Prudential Adr (PUK) | 0.1 | $670k | 27k | 24.74 |
|
|
| Tc Energy Corp (TRP) | 0.1 | $668k | NEW | 12k | 57.78 |
|
| White Mountains Insurance Gp (WTM) | 0.1 | $660k | 329.00 | 2006.49 |
|
|
| Arch Cap Group Ord (ACGL) | 0.1 | $660k | 7.1k | 92.36 |
|
|
| Enbridge (ENB) | 0.1 | $660k | 14k | 46.49 |
|
|
| Transunion (TRU) | 0.1 | $653k | +20% | 11k | 61.12 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $646k | 51k | 12.66 |
|
|
| Cme (CME) | 0.1 | $641k | 2.4k | 261.98 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $640k | 2.5k | 257.28 |
|
|
| Insperity (NSP) | 0.1 | $639k | -18% | 14k | 46.59 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $636k | 8.2k | 77.07 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $620k | 3.6k | 170.73 |
|
|
| First Financial Ban (FFBC) | 0.1 | $618k | +5% | 20k | 31.32 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $617k | +66% | 9.3k | 66.35 |
|
| Moody's Corporation (MCO) | 0.1 | $616k | +6% | 1.4k | 454.13 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $615k | -3% | 2.7k | 228.36 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $614k | -4% | 456.00 | 1347.22 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $614k | -17% | 13k | 46.30 |
|
| Haleon Spon Ads (HLN) | 0.1 | $613k | 68k | 9.00 |
|
|
| Home Depot (HD) | 0.1 | $611k | 2.1k | 284.52 |
|
|
| Lowe's Companies (LOW) | 0.1 | $601k | 3.3k | 184.29 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $598k | 11k | 53.40 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $597k | 6.0k | 98.83 |
|
|
| Globant S A (GLOB) | 0.1 | $594k | 17k | 34.70 |
|
|
| Everest Re Group (EG) | 0.1 | $593k | 1.6k | 365.17 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $593k | +14% | 9.3k | 63.70 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $592k | +2% | 2.2k | 273.85 |
|
| Digital Realty Trust (DLR) | 0.1 | $590k | 3.4k | 175.53 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $586k | 8.3k | 71.08 |
|
|
| Xcel Energy (XEL) | 0.1 | $586k | 8.3k | 70.48 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $586k | +6% | 1.9k | 312.29 |
|
| Acuity Brands (AYI) | 0.1 | $579k | 1.9k | 309.81 |
|
|
| Halozyme Therapeutics (HALO) | 0.1 | $575k | +38% | 5.2k | 110.40 |
|
| Amazon (AMZN) | 0.1 | $574k | 2.3k | 249.15 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $566k | 11k | 52.85 |
|
|
| U.S. Physical Therapy (USPH) | 0.1 | $566k | 6.6k | 85.73 |
|
|
| PriceSmart (PSMT) | 0.1 | $562k | +28% | 3.3k | 169.11 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $559k | +3% | 18k | 31.95 |
|
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $554k | 15k | 36.27 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $548k | +12% | 506.00 | 1082.60 |
|
| Emcor (EME) | 0.1 | $547k | +2% | 725.00 | 754.49 |
|
| Armstrong World Industries (AWI) | 0.1 | $538k | +108% | 3.3k | 161.93 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $537k | -29% | 2.8k | 189.27 |
|
| Inter Parfums (IPAR) | 0.1 | $536k | 4.8k | 110.96 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $530k | -2% | 4.4k | 119.47 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $523k | +2% | 1.1k | 483.48 |
|
| Trip Com Group Ads (TCOM) | 0.1 | $523k | 13k | 39.10 |
|
|
| Landstar System (LSTR) | 0.1 | $522k | +18% | 3.1k | 168.65 |
|
| Kite Realty Group Trust Com New (KRG) | 0.1 | $518k | 21k | 24.39 |
|
|
| Dollar General (DG) | 0.1 | $513k | -8% | 4.3k | 119.58 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $510k | 19k | 26.96 |
|
|
| A. O. Smith Corporation (AOS) | 0.1 | $508k | 9.0k | 56.37 |
|
|
| Eagle Materials (EXP) | 0.1 | $501k | +19% | 2.9k | 171.02 |
|
| Icon Pub SHS (ICLR) | 0.1 | $501k | 2.9k | 169.99 |
|
|
| Americold Rlty Tr (COLD) | 0.1 | $498k | 36k | 13.98 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $497k | 15k | 33.18 |
|
|
| EastGroup Properties (EGP) | 0.1 | $495k | -7% | 2.5k | 197.45 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $493k | -10% | 13k | 36.95 |
|
| Twilio Cl A (TWLO) | 0.1 | $493k | +13% | 1.7k | 292.46 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $492k | 3.8k | 128.93 |
|
|
| Duolingo Cl A Com (DUOL) | 0.1 | $488k | +68% | 3.4k | 142.40 |
|
| Open Text Corp (OTEX) | 0.1 | $486k | 22k | 22.42 |
|
|
| WPP Adr (WPP) | 0.1 | $481k | +2% | 20k | 24.72 |
|
| Moog Cl A (MOG.A) | 0.1 | $473k | 1.2k | 381.47 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $462k | -3% | 7.8k | 59.31 |
|
| Nvent Elec SHS (NVT) | 0.1 | $461k | -33% | 2.9k | 160.37 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $453k | 220.00 | 2060.20 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $452k | 5.6k | 81.16 |
|
|
| Quanta Services (PWR) | 0.1 | $451k | -17% | 702.00 | 642.51 |
|
| Raymond James Financial (RJF) | 0.1 | $447k | +3% | 2.8k | 158.02 |
|
| Mongodb Cl A (MDB) | 0.1 | $445k | +5% | 1.3k | 348.61 |
|
| Sensient Technologies Corporation (SXT) | 0.1 | $439k | NEW | 3.4k | 130.72 |
|
| Modine Manufacturing (MOD) | 0.1 | $436k | NEW | 2.3k | 187.20 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $425k | +40% | 1.4k | 305.80 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $421k | +46% | 710.00 | 592.47 |
|
| Tapestry (TPR) | 0.1 | $419k | -52% | 3.6k | 115.04 |
|
| Meta Platforms Cl A (META) | 0.1 | $417k | 575.00 | 725.18 |
|
|
| Tesla Motors (TSLA) | 0.1 | $414k | 1.2k | 354.81 |
|
|
| Expedia Group Com New (EXPE) | 0.1 | $404k | +3% | 1.5k | 263.36 |
|
| Iron Mountain (IRM) | 0.1 | $403k | +12% | 3.6k | 110.97 |
|
| Qnity Electronics Common Stock (Q) | 0.1 | $402k | +4% | 3.2k | 125.74 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $398k | +56% | 762.00 | 522.19 |
|
| Api Group Corp Com Stk (APG) | 0.1 | $398k | 10k | 38.60 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $397k | 7.2k | 54.90 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $395k | 3.5k | 113.26 |
|
|
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.1 | $391k | +57% | 8.4k | 46.35 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $382k | 9.9k | 38.65 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $382k | 1.8k | 217.60 |
|
|
| American Financial (AFG) | 0.1 | $382k | 2.8k | 136.76 |
|
|
| Crane Company Common Stock (CR) | 0.1 | $378k | -16% | 1.9k | 204.02 |
|
| Toast Cl A (TOST) | 0.1 | $376k | +45% | 13k | 28.99 |
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $375k | 4.2k | 90.11 |
|
|
| Rubrik Cl A (RBRK) | 0.1 | $372k | NEW | 3.3k | 114.47 |
|
| Fastenal Company (FAST) | 0.1 | $371k | 7.5k | 49.53 |
|
|
| Williams-Sonoma (WSM) | 0.1 | $371k | NEW | 1.6k | 227.94 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $364k | 4.6k | 79.14 |
|
|
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $356k | NEW | 6.1k | 58.36 |
|
| Aptar (ATR) | 0.1 | $343k | -25% | 2.8k | 121.16 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $334k | 5.8k | 57.44 |
|
|
| Honeywell International (HON) | 0.1 | $333k | 1.6k | 210.94 |
|
|
| HEICO Corporation (HEI) | 0.1 | $332k | +3% | 1.1k | 303.18 |
|
| Bruker Corporation (BRKR) | 0.1 | $324k | -10% | 5.0k | 64.75 |
|
| Rogers Corporation (ROG) | 0.1 | $319k | -9% | 2.1k | 152.99 |
|
| Vivmark Residential Sh Ben Int (EQR) | 0.1 | $315k | NEW | 5.2k | 60.76 |
|
| Live Nation Entertainment (LYV) | 0.1 | $313k | 1.8k | 169.30 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $310k | 2.6k | 119.83 |
|
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $306k | 6.5k | 47.24 |
|
|
| Badger Meter (BMI) | 0.1 | $298k | 2.4k | 123.54 |
|
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $297k | +3% | 1.7k | 179.72 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $297k | 2.7k | 108.70 |
|
|
| Ecolab (ECL) | 0.1 | $277k | -9% | 1.0k | 274.53 |
|
| Regal-beloit Corporation (RRX) | 0.1 | $273k | NEW | 1.8k | 155.11 |
|
| Essex Property Trust (ESS) | 0.1 | $272k | 1.0k | 269.39 |
|
|
| Extra Space Storage (EXR) | 0.1 | $267k | 2.0k | 131.51 |
|
|
| Valvoline Inc Common (VVV) | 0.1 | $264k | +16% | 8.8k | 30.14 |
|
| Regency Centers Corporation (REG) | 0.1 | $263k | 3.7k | 71.88 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $261k | -3% | 3.7k | 70.61 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $260k | +3% | 1.9k | 133.72 |
|
| Flowserve Corporation (FLS) | 0.1 | $258k | +5% | 3.5k | 73.12 |
|
| Southwest Gas Corporation (SWX) | 0.1 | $253k | NEW | 3.1k | 81.54 |
|
| Brooks Automation (AZTA) | 0.1 | $247k | NEW | 7.1k | 34.89 |
|
| Electromed (ELMD) | 0.1 | $241k | 8.6k | 28.23 |
|
|
| Cava Group Ord (CAVA) | 0.1 | $239k | 4.4k | 54.10 |
|
|
| Karman Hldgs Common Stock (KRMN) | 0.1 | $239k | +83% | 7.4k | 32.42 |
|
| Iqvia Holdings (IQV) | 0.1 | $235k | NEW | 873.00 | 268.85 |
|
| Globus Med Cl A (GMED) | 0.1 | $228k | +3% | 3.0k | 74.90 |
|
| Cognex Corporation (CGNX) | 0.0 | $226k | NEW | 3.7k | 60.65 |
|
| Winmark Corporation (WINA) | 0.0 | $225k | +7% | 751.00 | 300.19 |
|
| Sitime Corp (SITM) | 0.0 | $220k | NEW | 338.00 | 652.03 |
|
| Fidelity National Information Services (FIS) | 0.0 | $220k | 6.7k | 32.90 |
|
|
| Avient Corp (AVNT) | 0.0 | $219k | -5% | 5.5k | 40.25 |
|
| Public Storage (PSA) | 0.0 | $218k | 771.00 | 282.84 |
|
|
| Copart (CPRT) | 0.0 | $218k | 8.0k | 27.28 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $215k | -2% | 236.00 | 910.75 |
|
| Selective Insurance (SIGI) | 0.0 | $212k | -13% | 2.5k | 83.60 |
|
| General Motors Company (GM) | 0.0 | $210k | 2.7k | 77.00 |
|
|
| Cohen & Steers (CNS) | 0.0 | $209k | -14% | 2.9k | 73.11 |
|
| Honeywell Aerospace (HONA) | 0.0 | $208k | -13% | 1.3k | 154.97 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $207k | NEW | 2.3k | 88.15 |
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $206k | NEW | 2.4k | 86.86 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.0 | $205k | -13% | 20k | 10.33 |
|
| Realty Income (O) | 0.0 | $205k | -24% | 3.8k | 54.30 |
|
| First Industrial Realty Trust (FR) | 0.0 | $203k | 3.4k | 59.54 |
|
|
| Quaker Chemical Corporation (KWR) | 0.0 | $203k | -7% | 1.3k | 157.76 |
|
| Oracle Corporation (ORCL) | 0.0 | $203k | 1.5k | 137.30 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $203k | -5% | 9.0k | 22.39 |
|
| Agree Realty Corporation (ADC) | 0.0 | $202k | 3.0k | 66.81 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $196k | -2% | 11k | 17.21 |
|
| Qxo Com New (QXO) | 0.0 | $195k | +53% | 17k | 11.69 |
|
| Cushman And Wakefield Common Shares (CWK) | 0.0 | $154k | 13k | 11.81 |
|
|
| Independence Realty Trust In (IRT) | 0.0 | $149k | 10k | 14.53 |
|
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 Q3 filed Oct. 9, 2026
- Legacy Wealth Asset Management 2026 Q2 filed July 9, 2026
- 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