Legacy Wealth Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Legacy Wealth Asset Management, LLC | Institutional Filer | ▲ 0.96% | $411.0M | 374 |
Current Portfolio Holdings
Showing all 374 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | FBTC | FIDELITY WISE ORIGIN BITCOIN | — | 302K | $17.8M | 4.34% |
| 2 | MLPA | GLOBAL X FDS | — | 228K | $12.3M | 2.99% |
| 3 | WWJD | NORTHERN LTS FD TR IV | — | 281K | $10.5M | 2.56% |
| 4 | TFLO | ISHARES TR | — | 200K | $10.1M | 2.46% |
| 5 | PTL | NORTHERN LTS FD TR IV | — | 28K | $7.1M | 1.72% |
| 6 | ESUM | STRATEGY SHS | — | 250K | $6.6M | 1.59% |
| 7 | UCIB | UBS AG LONDON BRANCH | — | 173K | $5.7M | 1.39% |
| 8 | AAPL | Apple Inc. | Technology | 21K | $5.2M | 1.28% |
| 9 | AVGO | Broadcom Inc. | Technology | 17K | $5.2M | 1.27% |
| 10 | NVDA | NVIDIA Corporation | Technology | 29K | $5.1M | 1.24% |
| 11 | IBD | NORTHERN LTS FD TR IV | — | 171K | $4.1M | 0.99% |
| 12 | LIN | Linde plc | Basic Materials | 8K | $3.9M | 0.94% |
| 13 | LRCX | Lam Research Corporation | Technology | 18K | $3.8M | 0.94% |
| 14 | ASX | ASE Technology Holding Co., Ltd. | Technology | 161K | $3.5M | 0.85% |
| 15 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 10K | $3.3M | 0.80% |
Showing 1 to 15 of 374 holdings