Legacy Wealth Asset Management

Latest statistics and disclosures from Legacy Wealth Asset Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Legacy Wealth Asset Management

Companies in the Legacy Wealth Asset Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.6 $5.1M 47k 109.03
Global X Fds Glbl X Mlp Etf (MLPA) 2.4 $4.8M 174k 27.42
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 1.5 $3.0M 89k 33.43
Northern Lts Fd Tr Iv Inspire Corp (IBD) 1.5 $2.9M 110k 26.59
Apple (AAPL) 1.4 $2.9M 22k 132.69
Ubs Ag London Branch Etracs Ubs Bloom (UCIB) 1.4 $2.8M 186k 15.22
Northern Lts Fd Tr Iv Inspire Smal Etf (ISMD) 1.3 $2.5M 83k 29.90
Northern Lts Fd Tr Iv Intrntinl Esg (WWJD) 1.2 $2.4M 79k 30.96
3M Company (MMM) 1.2 $2.4M 14k 174.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.1M 43k 50.12
Medtronic SHS (MDT) 1.0 $1.9M 16k 117.16
Facebook Cl A (FB) 0.9 $1.8M 6.8k 273.20
Hdfc Bank Sponsored Ads (HDB) 0.9 $1.8M 25k 72.27
Accenture Plc Ireland Shs Class A (ACN) 0.9 $1.8M 6.7k 261.26

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Jd.com Spon Adr Cl A (JD) 0.8 $1.6M 19k 87.92
Asml Holding N V N Y Registry Shs (ASML) 0.8 $1.6M 3.3k 487.76
American Tower Reit (AMT) 0.8 $1.5M 6.9k 224.53
MercadoLibre (MELI) 0.8 $1.5M 896.00 1675.22
Linde SHS (LIN) 0.7 $1.4M 5.2k 263.45
Cisco Systems (CSCO) 0.7 $1.3M 30k 44.75
Intuitive Surgical Com New (ISRG) 0.7 $1.3M 1.6k 818.35
Sap Se Spon Adr (SAP) 0.7 $1.3M 10k 130.41
International Business Machines (IBM) 0.7 $1.3M 10k 125.90
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.7 $1.3M 71k 18.28
Cognizant Technology Solutio Cl A (CTSH) 0.6 $1.3M 16k 81.94
Amgen (AMGN) 0.6 $1.3M 5.6k 229.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.3M 15k 86.41
Stryker Corporation (SYK) 0.6 $1.2M 5.0k 244.94
ResMed (RMD) 0.6 $1.2M 5.8k 212.53
Intel Corporation (INTC) 0.6 $1.2M 24k 49.80
Boeing Company (BA) 0.6 $1.2M 5.4k 213.99
Broadcom (AVGO) 0.6 $1.1M 2.6k 437.74
Crown Castle Intl (CCI) 0.6 $1.1M 7.2k 159.20
Canadian Pacific Railway (CP) 0.6 $1.1M 3.3k 346.62
Abbvie (ABBV) 0.6 $1.1M 11k 107.17
Alcon Ord Shs (ALC) 0.5 $1.1M 16k 65.98
Qualcomm (QCOM) 0.5 $1.1M 7.1k 152.34
General Motors Company (GM) 0.5 $1.0M 25k 41.65
FedEx Corporation (FDX) 0.5 $1.0M 3.9k 259.57
Starbucks Corporation (SBUX) 0.5 $1.0M 9.4k 106.98
Lam Research Corporation (LRCX) 0.5 $985k 2.1k 472.20
Mettler-Toledo International (MTD) 0.5 $984k 863.00 1140.21
Morgan Stanley Com New (MS) 0.5 $961k 14k 68.54
Booking Holdings (BKNG) 0.5 $958k 430.00 2227.91
United Parcel Service CL B (UPS) 0.5 $949k 5.6k 168.38
Micron Technology (MU) 0.5 $948k 13k 75.20
Sba Communications Corp Cl A (SBAC) 0.5 $947k 3.4k 282.10
Simon Property (SPG) 0.5 $933k 11k 85.24
Hp (HPQ) 0.5 $925k 38k 24.60
Texas Instruments Incorporated (TXN) 0.5 $924k 5.6k 164.12
Smith & Nephew Spdn Adr New (SNN) 0.5 $918k 22k 42.18
Honeywell International (HON) 0.5 $918k 4.3k 212.65
Te Connectivity Reg Shs (TEL) 0.5 $914k 7.5k 121.09
Coca-Cola Company (KO) 0.5 $911k 17k 54.83
Steris Shs Usd (STE) 0.5 $909k 4.8k 189.45
Autodesk (ADSK) 0.5 $908k 3.0k 305.42
Caterpillar (CAT) 0.5 $905k 5.0k 182.06
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.5 $905k 29k 30.86
NVIDIA Corporation (NVDA) 0.5 $902k 1.7k 521.99
Charles Schwab Corporation (SCHW) 0.5 $901k 17k 53.04
Lowe's Companies (LOW) 0.5 $894k 5.6k 160.47
BlackRock (BLK) 0.4 $890k 1.2k 721.82
V.F. Corporation (VFC) 0.4 $888k 10k 85.37
Dupont De Nemours (DD) 0.4 $888k 13k 71.15
Lauder Estee Cos Cl A (EL) 0.4 $876k 3.3k 266.26
Tetra Tech (TTEK) 0.4 $876k 7.6k 115.74
TJX Companies (TJX) 0.4 $872k 13k 68.25
Ford Motor Company (F) 0.4 $865k 98k 8.79
Progress Software Corporation (PRGS) 0.4 $861k 19k 45.19
Danaher Corporation (DHR) 0.4 $851k 3.8k 222.19
Goldman Sachs (GS) 0.4 $846k 3.2k 263.80
PNC Financial Services (PNC) 0.4 $836k 5.6k 149.02
Adobe Systems Incorporated (ADBE) 0.4 $832k 1.7k 500.30
Ross Stores (ROST) 0.4 $829k 6.8k 122.80
JPMorgan Chase & Co. (JPM) 0.4 $828k 6.5k 127.03
Nextera Energy (NEE) 0.4 $828k 11k 77.16
Lululemon Athletica (LULU) 0.4 $827k 2.4k 347.92
Chubb (CB) 0.4 $825k 5.4k 153.89
Mastercard Incorporated Cl A (MA) 0.4 $817k 2.3k 357.08
Analog Devices (ADI) 0.4 $816k 5.5k 147.69
Us Bancorp Del Com New (USB) 0.4 $813k 18k 46.58
Union Pacific Corporation (UNP) 0.4 $813k 3.9k 208.30
CSX Corporation (CSX) 0.4 $812k 9.0k 90.71
Shopify Cl A (SHOP) 0.4 $807k 713.00 1131.84
American Express Company (AXP) 0.4 $798k 6.6k 120.96
Abbott Laboratories (ABT) 0.4 $786k 7.2k 109.52
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.4 $780k 31k 25.54
Mondelez Intl Cl A (MDLZ) 0.4 $777k 13k 58.48
Procter & Gamble Company (PG) 0.4 $774k 5.6k 139.16
Citigroup Com New (C) 0.4 $771k 13k 61.70
Yum! Brands (YUM) 0.4 $770k 7.1k 108.51
Intercontinental Exchange (ICE) 0.4 $769k 6.7k 115.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $765k 3.3k 231.96
Occidental Petroleum Corporation (OXY) 0.4 $757k 44k 17.31
Colgate-Palmolive Company (CL) 0.4 $751k 8.8k 85.56
Automatic Data Processing (ADP) 0.4 $745k 4.2k 176.21
Eli Lilly & Co. (LLY) 0.4 $736k 4.4k 168.85
Weyerhaeuser Co Mtn Be Com New (WY) 0.4 $735k 22k 33.51
Southern Company (SO) 0.4 $734k 12k 61.45
Pepsi (PEP) 0.4 $733k 4.9k 148.38
McDonald's Corporation (MCD) 0.4 $730k 3.4k 214.52
Schlumberger (SLB) 0.4 $729k 33k 21.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $723k 12k 61.63
Home Depot (HD) 0.4 $719k 2.7k 265.71
Bank of New York Mellon Corporation (BK) 0.4 $712k 17k 42.41
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $711k 7.4k 95.87
O'reilly Automotive (ORLY) 0.4 $706k 1.6k 452.27
Terreno Realty Corporation (TRNO) 0.4 $706k 12k 58.55
Raytheon Technologies Corp (RTX) 0.4 $703k 9.8k 71.56
Kraft Heinz (KHC) 0.4 $702k 20k 34.67
Netease Sponsored Ads (NTES) 0.4 $696k 7.3k 95.75
Duke Energy Corp Com New (DUK) 0.3 $694k 7.6k 91.52
Bristol Myers Squibb (BMY) 0.3 $692k 11k 62.05
S&p Global (SPGI) 0.3 $686k 2.1k 328.70
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.3 $670k 23k 28.85
Power Integrations (POWI) 0.3 $670k 8.2k 81.89
ConocoPhillips (COP) 0.3 $664k 17k 39.97
EOG Resources (EOG) 0.3 $662k 13k 49.89
Spdr Ser Tr Blomberg Brc Int (BWZ) 0.3 $658k 20k 32.81
Simulations Plus (SLP) 0.3 $656k 9.1k 71.95
Spdr Ser Tr Blomberg Intl Tr (BWX) 0.3 $655k 21k 31.24
Check Point Software Tech Lt Ord (CHKP) 0.3 $655k 4.9k 132.94
U.S. Physical Therapy (USPH) 0.3 $655k 5.4k 120.21
Exxon Mobil Corporation (XOM) 0.3 $652k 16k 41.25
Chevron Corporation (CVX) 0.3 $646k 7.6k 84.49
Signature Bank (SBNY) 0.3 $637k 4.7k 135.33
Quanta Services (PWR) 0.3 $636k 8.8k 72.00
Boston Scientific Corporation (BSX) 0.3 $630k 18k 35.97
Encompass Health Corp (EHC) 0.3 $630k 7.6k 82.69
CONMED Corporation (CNMD) 0.3 $628k 5.6k 111.92
Evercore Class A (EVR) 0.3 $627k 5.7k 109.63
Lockheed Martin Corporation (LMT) 0.3 $624k 1.8k 355.15
Skyworks Solutions (SWKS) 0.3 $623k 4.1k 152.77
Vipshop Holdings Sponsored Ads A (VIPS) 0.3 $618k 22k 28.11
Ensign (ENSG) 0.3 $616k 8.4k 72.91
Chemed Corp Com Stk (CHE) 0.3 $611k 1.1k 532.69
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.3 $597k 11k 54.11
Icici Bank Adr (IBN) 0.3 $588k 40k 14.86
United Microelectronics Corp Spon Adr New (UMC) 0.3 $586k 70k 8.42
Ferrari Nv Ord (RACE) 0.3 $582k 2.5k 229.50
Rio Tinto Sponsored Adr (RIO) 0.3 $579k 7.7k 75.25
Biogen Idec (BIIB) 0.3 $570k 2.3k 244.85
LKQ Corporation (LKQ) 0.3 $569k 16k 35.26
LeMaitre Vascular (LMAT) 0.3 $567k 14k 40.48
Pinduoduo Sponsored Ads (PDD) 0.3 $565k 3.2k 177.67
Gravity Sponsored Ads Ne (GRVY) 0.3 $560k 3.1k 180.59
Interpublic Group of Companies (IPG) 0.3 $556k 24k 23.50
Amer (UHAL) 0.3 $555k 1.2k 454.17
Exponent (EXPO) 0.3 $552k 6.1k 90.09
Gilead Sciences (GILD) 0.3 $551k 9.5k 58.23
Citizens Financial (CFG) 0.3 $550k 15k 35.73
Vistra Energy (VST) 0.3 $548k 28k 19.68
Diodes Incorporated (DIOD) 0.3 $542k 7.7k 70.51
Ritchie Bros. Auctioneers Inco (RBA) 0.3 $537k 7.7k 69.52
Ventas (VTR) 0.3 $536k 11k 48.99
Huntington Ingalls Inds (HII) 0.3 $533k 3.1k 170.40
Fidelity National Financial Fnf Group Com (FNF) 0.3 $529k 14k 39.07
Stepan Company (SCL) 0.3 $523k 4.4k 119.22
Ingredion Incorporated (INGR) 0.3 $519k 6.6k 78.72
Kinsale Cap Group (KNSL) 0.3 $518k 2.6k 200.15
Camden Ppty Tr Sh Ben Int (CPT) 0.2 $492k 4.9k 100.00
Avista Corporation (AVA) 0.2 $490k 12k 40.15
Msa Safety Inc equity (MSA) 0.2 $480k 3.2k 149.49
Federal Signal Corporation (FSS) 0.2 $465k 14k 33.16
Bwx Technologies (BWXT) 0.2 $463k 7.7k 60.25
Mobile Telesystems Pjsc Sponsored Adr (MBT) 0.2 $461k 52k 8.96
Baker Hughes Company Cl A (BKR) 0.2 $458k 22k 20.83
Aon Shs Cl A (AON) 0.2 $456k 2.2k 211.31
First Industrial Realty Trust (FR) 0.2 $448k 11k 42.10
M.D.C. Holdings (MDC) 0.2 $446k 9.2k 48.62
Citrix Systems (CTXS) 0.2 $446k 3.4k 129.99
Bok Finl Corp Com New (BOKF) 0.2 $442k 6.5k 68.41
CSG Systems International (CSGS) 0.2 $438k 9.7k 45.02
Zimmer Holdings (ZBH) 0.2 $438k 2.8k 154.12
First Intst Bancsystem Com Cl A (FIBK) 0.2 $435k 11k 40.80
UGI Corporation (UGI) 0.2 $434k 12k 35.00
Lancaster Colony (LANC) 0.2 $433k 2.4k 183.79
American Financial (AFG) 0.2 $433k 4.9k 87.55
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.2 $432k 87k 4.94
Equinix (EQIX) 0.2 $432k 605.00 714.05
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $428k 70k 6.08
Mantech Intl Corp Cl A (MANT) 0.2 $425k 4.8k 89.02
Mesa Laboratories (MLAB) 0.2 $424k 1.5k 286.68
Unilever Spon Adr New (UL) 0.2 $423k 7.0k 60.43
Icon SHS (ICLR) 0.2 $416k 2.1k 194.94
SEI Investments Company (SEIC) 0.2 $412k 7.2k 57.48
CMC Materials (CCMP) 0.2 $406k 2.7k 151.38
Joint (JYNT) 0.2 $402k 15k 26.27
Lumentum Hldgs (LITE) 0.2 $400k 4.2k 94.90
Snap-on Incorporated (SNA) 0.2 $396k 2.3k 170.98
Paycom Software (PAYC) 0.2 $396k 876.00 452.05
New Oriental Ed & Technology Spon Adr (EDU) 0.2 $396k 2.1k 185.83
General Dynamics Corporation (GD) 0.2 $395k 2.7k 148.94
Chesapeake Utilities Corporation (CPK) 0.2 $391k 3.6k 108.19
White Mountains Insurance Gp (WTM) 0.2 $391k 391.00 1000.00
Allison Transmission Hldngs I (ALSN) 0.2 $390k 9.0k 43.12
Copart (CPRT) 0.2 $389k 3.1k 127.12
Universal Display Corporation (OLED) 0.2 $387k 1.7k 229.54
Zebra Technologies Corporati Cl A (ZBRA) 0.2 $385k 1.0k 384.23
Rexford Industrial Realty Inc reit (REXR) 0.2 $385k 7.8k 49.05
Etsy (ETSY) 0.2 $384k 2.2k 177.78
Niu Technologies Ads (NIU) 0.2 $377k 13k 28.07
Generac Holdings (GNRC) 0.2 $375k 1.6k 227.69
Brooks Automation (BRKS) 0.2 $374k 5.5k 67.79
Dentsply Sirona (XRAY) 0.2 $374k 7.1k 52.31
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.2 $370k 6.8k 54.13
Balchem Corporation (BCPC) 0.2 $367k 3.2k 115.37
Discovery Com Ser A (DISCA) 0.2 $361k 12k 30.12
Synopsys (SNPS) 0.2 $361k 1.4k 259.34
Luminex Corporation (LMNX) 0.2 $361k 16k 23.15
Carlisle Companies (CSL) 0.2 $355k 2.3k 156.04
Charles River Laboratories (CRL) 0.2 $352k 1.4k 250.00
Monolithic Power Systems (MPWR) 0.2 $348k 950.00 366.32
Horace Mann Educators Corporation (HMN) 0.2 $340k 8.1k 42.02
Aramark Hldgs (ARMK) 0.2 $338k 8.8k 38.54
First Financial Ban (FFBC) 0.2 $333k 19k 17.52
CoreSite Realty (COR) 0.2 $333k 2.7k 125.24
Vale S A Sponsored Ads (VALE) 0.2 $332k 20k 16.78
Ufp Industries (UFPI) 0.2 $330k 5.9k 55.47
Fifth Third Ban (FITB) 0.2 $330k 12k 27.55
American Campus Communities (ACC) 0.2 $329k 7.7k 42.81
Scotts Miracle Gro Cl A (SMG) 0.2 $326k 1.6k 199.27
Entegris (ENTG) 0.2 $325k 3.4k 96.07
Pool Corporation (POOL) 0.2 $324k 869.00 372.84
EastGroup Properties (EGP) 0.2 $323k 2.3k 138.09
Williams-Sonoma (WSM) 0.2 $316k 3.1k 101.94
Simpson Manufacturing (SSD) 0.2 $311k 3.3k 93.37
Sensata Technologies Hldg Pl SHS (ST) 0.2 $307k 5.8k 52.72
Paypal Holdings (PYPL) 0.2 $304k 1.3k 233.85
Keysight Technologies (KEYS) 0.2 $303k 2.3k 132.20
Royal Dutch Shell Spon Adr B (RDS.B) 0.1 $295k 8.8k 33.66
Qualys (QLYS) 0.1 $294k 2.4k 121.69
Ishares Core Msci Emkt (IEMG) 0.1 $290k 4.7k 62.13
Johnson Outdoors Cl A (JOUT) 0.1 $290k 2.6k 112.58
Burlington Stores (BURL) 0.1 $288k 1.1k 261.11
Ttec Holdings (TTEC) 0.1 $288k 3.9k 72.97
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $286k 1.2k 247.62
Brunswick Corporation (BC) 0.1 $285k 3.7k 76.14
Curtiss-Wright (CW) 0.1 $284k 2.4k 116.25
Canadian Natl Ry (CNI) 0.1 $281k 2.6k 109.77
Safehold (SAFE) 0.1 $279k 3.9k 72.39
Horizon Therapeutics Pub L SHS (HZNP) 0.1 $279k 3.8k 73.21
Fortinet (FTNT) 0.1 $275k 1.9k 148.33
West Pharmaceutical Services (WST) 0.1 $272k 960.00 283.33
Progressive Corporation (PGR) 0.1 $270k 2.7k 98.76
Yum China Holdings (YUMC) 0.1 $270k 4.7k 57.01
First Republic Bank/san F (FRC) 0.1 $269k 1.8k 146.75
Masco Corporation (MAS) 0.1 $268k 4.9k 54.90
Northern Trust Corporation (NTRS) 0.1 $265k 2.8k 93.11
Cintas Corporation (CTAS) 0.1 $262k 741.00 353.58
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $261k 2.6k 100.89
Ciena Corp Com New (CIEN) 0.1 $258k 4.9k 52.87
Floor & Decor Hldgs Cl A (FND) 0.1 $258k 2.8k 92.91
Healthcare Realty Trust Incorporated (HR) 0.1 $256k 8.7k 29.59
IDEX Corporation (IEX) 0.1 $252k 1.3k 199.21
Yandex N V Shs Class A (YNDX) 0.1 $249k 3.6k 69.46
Teledyne Technologies Incorporated (TDY) 0.1 $246k 628.00 391.72
Mccormick & Co Com Non Vtg (MKC) 0.1 $240k 2.5k 95.47
Aaon Com Par $0.004 (AAON) 0.1 $237k 3.6k 66.61
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $234k 2.7k 87.18
Church & Dwight (CHD) 0.1 $232k 2.7k 87.15
Lamb Weston Hldgs (LW) 0.1 $231k 2.9k 78.65
Saia (SAIA) 0.1 $228k 1.3k 180.81
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $225k 4.8k 47.14
Raymond James Financial (RJF) 0.1 $225k 2.4k 95.74
Invitation Homes (INVH) 0.1 $224k 7.6k 29.66
Vici Pptys (VICI) 0.1 $223k 8.7k 25.55
Cerner Corporation (CERN) 0.1 $223k 2.8k 78.49
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.1 $216k 9.2k 23.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $215k 625.00 344.00
Companhia Paranaense Energ C Spon Adr Pfd (ELP) 0.1 $215k 15k 14.28
National Resh Corp Com New (NRC) 0.1 $209k 4.9k 42.71
Itt (ITT) 0.1 $206k 2.7k 77.15
Sun Communities (SUI) 0.1 $206k 1.4k 152.14
Alexandria Real Estate Equities (ARE) 0.1 $204k 1.1k 178.63
Hackett (HCKT) 0.1 $145k 10k 14.43
China Life Ins Spon Adr Rep H (LFC) 0.1 $137k 12k 11.09
Drdgold Spon Adr Repstg (DRD) 0.1 $134k 11k 11.74
Mueller Wtr Prods Com Ser A (MWA) 0.1 $129k 10k 12.35
Cemex Sab De Cv Spon Adr New (CX) 0.0 $63k 12k 5.16

Past Filings by Legacy Wealth Asset Management

SEC 13F filings are viewable for Legacy Wealth Asset Management going back to 2020