Fund Holdings — Legacy Wealth Asset Management, LLC

Total Portfolio Value
$359.24M
Total Bought
$60.91M
Total Sold
$19.48M
Net Transaction
+$41.43M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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FIDELITY WISE ORIGIN BITCOIN(FBTC)0352,594+352,594021,8826.09%+21,882
GRAYSCALE BITCOIN TR BTC(GBTC)0104,705+104,70506,6141.84%+6,614
GLOBAL X FDS
GLBL X MLP ETF
118,889160,854+41,9655,2677,7562.16%+2,490
NVIDIA CORPORATION(NVDA)6,0316,034+32,9875,4521.52%+2,465
INTUITIVE SURGICAL INC34,8356,200-28,6357182,4740.69%+1,756
TOYOTA MOTOR CORP(TM)12,17111,470-7012,2322,8870.80%+655
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
139,115149,185+10,0704,9655,6081.56%+643
FERRARI N V
COM
5,2585,509+2511,7792,4020.67%+622
UBS AG LONDON BRANCH(AMUB)115,374133,668+18,2942,7883,4090.95%+621
CANADIAN NAT RES LTD(CNQ)08,116+8,11606190.17%+619
ELI LILLY & CO(LLY)4,4224,106-3162,5783,1940.89%+617
CHUBB LIMITED
COM
3,0585,023+1,9656911,3020.36%+611
BIONTECH SE(BNTX)06,525+6,52506020.17%+602
FRESENIUS MEDICAL CARE AG(FMS)030,309+30,30905840.16%+584
MICRON TECHNOLOGY INC(MU)11,64313,348+1,7059941,5740.44%+580
STMICROELECTRONICS N V(STM)012,565+12,56505430.15%+543
PROGRESSIVE CORP(PGR)12,70012,341-3592,0232,5520.71%+530
TAIWAN SEMICONDUCTOR MFG LTD(TSM)22,32720,769-1,5582,3222,8260.79%+504
ASML HOLDING N V
N Y REGISTRY SHS
2,8312,714-1172,1432,6340.73%+491
SAP SE(SAP)13,84713,408-4392,1412,6150.73%+474
LINDE PLC(LIN)8,0148,110+963,2913,7661.05%+474
ALEXANDRIA REAL ESTATE EQ IN2,0655,705+3,6402627350.20%+474
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
128,017136,472+8,4554,4424,9141.37%+473
VICTORY CAP HLDGS INC(VCTR)16,41524,306+7,8915651,0310.29%+466
ASE TECHNOLOGY HLDG CO LTD(ASX)233,868242,081+8,2132,2012,6600.74%+460
HONDA MOTOR LTD(HMC)60,39262,013+1,6211,8672,3090.64%+442
SUMITOMO MITSUI FINL GROUP I(SMFG)207,090206,342-7482,0052,4290.68%+424
XCEL ENERGY INC(XEL)07,438+7,43804000.11%+400
BANCO BILBAO VIZCAYA ARGENTA(BBVA)169,991164,022-5,9691,5491,9420.54%+393
MITSUBISHI UFJ FINL GROUP IN(MUFG)245,500244,160-1,3402,1142,4980.70%+384
EDWARDS LIFESCIENCES CORP16,95817,410+4521,2931,6640.46%+371
KINSALE CAP GROUP INC(KNSL)1,7631,765+25909260.26%+336
CRH PLC
ORD
11,26612,866+1,6007791,1100.31%+331
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
129,438138,224+8,7863,8224,1491.16%+327
BROADCOM INC(AVGO)1,9551,879-762,1822,4900.69%+308
TIMOTHY PLAN47,35850,249+2,8911,8102,1160.59%+306
DOUBLEVERIFY HLDGS INC(DV)08,386+8,38602950.08%+295
INTERNATIONAL BUSINESS MACHS(IBM)12,97412,606-3682,1222,4070.67%+285
REXFORD INDL RLTY INC(REXR)05,654+5,65402840.08%+284
MERITAGE HOMES CORP(MTH)01,555+1,55502730.08%+273
EMBRAER S.A.(EMBJ)34,50233,925-5776379040.25%+267
POLARIS INC(PII)02,647+2,64702650.07%+265
ADVANCED MICRO DEVICES INC(AMD)16,88115,175-1,7062,4882,7390.76%+251
VANGUARD INDEX FDS0702+70202420.07%+242
WISDOMTREE TR(WT)20,72825,315+4,5871,0411,2730.35%+232
CANADIAN PACIFIC KANSAS CITY(CP)23,01023,246+2361,8192,0500.57%+230
KNIFE RIVER CORP(KNF)02,842+2,84202300.06%+230
LAM RESEARCH CORP(LRCX)1,3191,300-191,0331,2630.35%+230
VANGUARD INDEX FDS6251,044+4192735020.14%+229
ICICI BANK LIMITED(IBN)76,09777,224+1,1271,8142,0390.57%+225
CURTISS WRIGHT CORP(CW)4,5454,827+2821,0131,2350.34%+223
KEMPER CORP(KMPB)03,495+3,49502160.06%+216
TEXAS ROADHOUSE INC(TXRH)01,399+1,39902160.06%+216
SELECTIVE INS GROUP INC(SIGI)01,979+1,97902160.06%+216
FIDELITY NATL INFORMATION SV(FIS)13,90914,160+2518361,0500.29%+215
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
02,728+2,72802150.06%+215
WASTE CONNECTIONS INC(WCN)8,2288,378+1501,2281,4410.40%+213
BANCO SANTANDER S.A.(SAN)290,933292,554+1,6211,2041,4160.39%+211
AAON INC9,82810,604+7767269340.26%+208
MSA SAFETY INC(MSA)4,3084,814+5067279320.26%+205
GATES INDL CORP PLC
ORD SHS
011,213+11,21301990.06%+199
TETRA TECH INC NEW(TTEK)5,8026,314+5129691,1660.32%+198
GENERAL MTRS CO(GM)19,49719,636+1397008900.25%+190
BWX TECHNOLOGIES INC(BWXT)7,0407,044+45407230.20%+183
CUSHMAN WAKEFIELD PLC(CWK)017,430+17,43001820.05%+182
CATERPILLAR INC(CAT)3,0902,975-1159141,0900.30%+177
U S PHYSICAL THERAPY(USPH)8,4788,527+497909620.27%+173
SIMON PPTY GROUP INC NEW(SPG)11,90811,940+321,6991,8680.52%+170
EMCOR GROUP INC(EME)1,8271,603-2243945610.16%+168
LANCASTER COLONY CORP(MZTI)4,0154,022+76688350.23%+167
APPLE INC(AAPL)20,27623,718+3,4423,9044,0671.13%+163
QUALCOMM INC(QCOM)5,7205,841+1218279890.28%+162
LAUDER ESTEE COS INC(EL)8,6539,180+5271,2661,4150.39%+150
COCA-COLA EUROPACIFIC PARTNE
SHS
28,84029,627+7871,9252,0720.58%+148
ENCOMPASS HEALTH CORP(EHC)8,4898,619+1305667120.20%+145
AON PLC(AON)3,0733,115+428941,0400.29%+145
ENSIGN GROUP INC(ENSG)12,28712,244-431,3791,5230.42%+145
NICE LTD(NICE)2,2722,279+74535940.17%+141
CHEMED CORP NEW(CHE)2,2752,284+91,3301,4660.41%+136
ARCH CAP GROUP LTD
ORD
6,9857,079+945196540.18%+136
BANK NEW YORK MELLON CORP30,42429,809-6151,5841,7180.48%+134
DECKERS OUTDOOR CORP(DECK)525513-123514830.13%+132
TJX COS INC NEW(TJX)17,13317,140+71,6071,7380.48%+131
STRYKER CORPORATION(SYK)2,2512,244-76748030.22%+129
NATWEST GROUP PLC(NWG)95,40097,668+2,2685376640.18%+127
CHARLES RIV LABS INTL INC(CRL)3,4133,437+248079310.26%+124
FISERV INC(FISV)4,5504,554+46047280.20%+123
OREILLY AUTOMOTIVE INC(ORLY)793775-187538750.24%+121
EXXON MOBIL CORP6,6456,750+1056647850.22%+120
CANADIAN NATL RY CO(CNI)11,71912,090+3711,4721,5920.44%+120
FEDERAL SIGNAL CORP(FSS)13,41413,528+1141,0291,1480.32%+119
ICON PLC(ICLR)2,1932,196+36217380.21%+117
LOWES COS INC(LOW)3,3773,408+317528680.24%+117
BOSTON SCIENTIFIC CORP(BSX)10,73310,73306207350.20%+115
AUTODESK INC7,6577,586-711,8641,9760.55%+111
MEDTRONIC PLC(MDT)17,57217,885+3131,4481,5590.43%+111
TOTALENERGIES SE(TTE)31,57632,503+9272,1282,2370.62%+110
EVERCORE INC(EVR)5,1765,161-158859940.28%+109
ING GROEP N.V.(ING)49,39151,534+2,1437428500.24%+108
WILLIS TOWERS WATSON PLC LTD(WTW)2,4182,510+925836900.19%+107
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Legacy Wealth Asset Management, LLC — 13F Holdings — Q1 2024 | TickerTrail