LW

Legacy Wealth Asset Management, LLC

13F
Legacy Wealth Asset Management, LLC
Last update 2025-04-09 339 Stocks (20 new)
Value $362.00 Mil Turnover 6 %
Countries:
Top Holdings: FBTC(6.12%)TFLO(3.07%)MLPA(2.52%)BLES(1.69%)ISMD(1.41%)
Summary Stock Picks Current Portfolio
Legacy Wealth Asset Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FBTC
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
307,686
22,144.2
+0.14%
6.120
+0.01%
0.140
+40.06%
+27.32%
21,849.2
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
219,214
11,105.4
+10.56%
3.070
+0.29%
0.160
+1.10%
+2.38%
6,742.7
 
MLPA
Global X MLP ETF
171,016
9,103.2
+2.14%
2.520
+0.05%
0.480
+2.82%
+5.66%
1,804.1
 
BLES
Inspire Global Hope ETF
162,369
6,126.2
+3.37%
1.690
+0.06%
4.920
+14.13%
+12.90%
115.6
 
ISMD
Inspire Small/Mid Cap ETF
149,323
5,094.9
+4.77%
1.410
+0.06%
2.930
+17.60%
-1.45%
200.1
 
WWJD
Inspire International ETF
160,536
4,935.6
+5.46%
1.360
+0.07%
1.650
+14.10%
+20.78%
374.5
 
AAPL
Apple Inc
20,554
4,565.7
+0.17%
1.260
0%
0.000
+7.00%
-15.74%
3,143,767.3
Hardware
GBTC
Grayscale Bitcoin Trust
67,693
4,411.6
-5.65%
1.220
-0.08%
0.030
+39.47%
+26.41%
21,999.4
 
NVDA
NVIDIA Corp
35,863
3,886.8
-4.71%
1.070
-0.06%
0.000
+70.61%
+28.95%
4,222,461.6
Semiconductors
UCIB
UBS AG London Branch ZC SP ETN REDEEM 05/04/2038 USD 25 - Ser B
UBS AG London Branch ZC SP ETN REDEEM 05/04/2038 USD 25 - Ser B
137,105
3,640.8
+11.49%
1.010
+0.10%
14.430
+3.74%
+4.15%
25.5
 

Legacy Wealth Asset Management, LLC's Historical Top Holdings Breakdowns

Legacy Wealth Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ZTO
ZTO Express (Cayman) Inc
2025-03-31
Add
Add
+0.63%
●
17.93 ($19.52) 21.76
$19.45
-0.36%
Add 544.33%
135,019
114,064
ACN
Accenture PLC
2025-03-31
Reduce
Reduce
-0.52%
●
300.91 ($353.16) 398.25
$282.22
-20.09%
Reduce -51.75%
5,094
-5,464
ALC
Alcon Inc
2025-03-31
Reduce
Reduce
-0.38%
●
82.73 ($89.71) 96.8
$88.08
-1.82%
Reduce -69.9%
7,151
-16,605
ASML
ASML Holding NV
2025-03-31
Reduce
Reduce
-0.31%
●
662.63 ($727.48) 776.99
$742.81
2.11%
Reduce -59.01%
1,137
-1,637
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Reduce
Reduce
-0.29%
●
51.88 ($56.57) 60.73
$63.42
12.11%
Reduce -81.89%
4,593
-20,762
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
Add
Add
+0.29%
●
50.48 ($50.58) 50.68
$50.59
0.01%
Add 10.56%
219,214
20,940
GIL
Gildan Activewear Inc
2025-03-31
Add
Add
+0.22%
●
44.19 ($49.71) 55.09
$52.75
6.12%
Add 141.13%
31,263
18,298
ZLAB
Zai Lab Ltd
2025-03-31
New Buy
New Buy
+0.22%
●
24.29 ($30.76) 38.35
$34.60
12.48%
New holding
22,285
22,285
EFA
iShares MSCI EAFE ETF
2025-03-31
Sold Out
Sold Out
-0.22%
●
74.85 ($80.6) 84.89
$88.77
10.14%
Sold Out
0
-10,867
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.21%
●
50.83 ($53.83) 55.94
$61.35
13.97%
Reduce -72.35%
5,568
-14,567

Legacy Wealth Asset Management, LLC Total Holding History ($B)

To

Legacy Wealth Asset Management, LLC's Asset Allocation

To

Legacy Wealth Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Wealth Asset Management, LLC's Hypothetical Growth since 2025-03-31

Legacy Wealth Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Wealth Asset Management, LLC's Holdings Heat Map

Size field:

Legacy Wealth Asset Management, LLC's Holdings Bubble Chart

Legacy Wealth Asset Management, LLC News

  • 1

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