Fund HoldingsLegacy Wealth Asset Management, LLC

Total Portfolio Value
$361.90M
Total Bought
$31.51M
Total Sold
$41.33M
Net Transaction
-$9.82M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ZTO EXPRESS CAYMAN INC(ZTO)0135,019+135,01902,6790.74%+2,679
ISHARES TR
TRS FLT RT BD
198,274219,214+20,94010,00711,1053.07%+1,098
TAKEDA PHARMACEUTICAL CO LTD(TAK)0185,472+185,47202,7580.76%+2,758
GLOBAL X FDS
GLBL X MLP ETF
167,430171,016+3,5868,2739,1032.52%+830
ZAI LAB LTD(ZLAB)022,285+22,28508050.22%+805
GILDAN ACTIVEWEAR INC(GIL)12,96531,263+18,2986101,3820.38%+772
MIZUHO FINANCIAL GROUP INC(MFG)0137,984+137,98407600.21%+760
BARRICK GOLD CORP037,471+37,47107280.20%+728
DOLLAR GEN CORP NEW(DG)020,255+20,25501,7810.49%+1,781
SHINHAN FINANCIAL GROUP CO L(SHG)019,555+19,55506270.17%+627
SMURFIT WESTROCK PLC(SW)013,293+13,29305990.17%+599
TRIP COM GROUP LTD(TCOM)08,750+8,75005560.15%+556
KLA CORP(KLAC)02,494+2,49401,6950.47%+1,695
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
0160,536+160,53604,9361.36%+4,936
CANADIAN NATL RY CO(CNI)017,615+17,61501,7170.47%+1,717
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0138,571+138,57101,8870.52%+1,887
UBS AG LONDON BRANCH(AMUB)122,979137,105+14,1263,1673,6411.01%+474
TOTALENERGIES SE(TTE)033,252+33,25202,1510.59%+2,151
BANCO SANTANDER S.A.(SAN)0227,229+227,22901,5220.42%+1,522
JAMES HARDIE INDS PLC018,663+18,66304400.12%+440
EQUINOR ASA(EQNR)053,171+53,17101,4060.39%+1,406
LINDE PLC(LIN)07,065+7,06503,2900.91%+3,290
PROGRESSIVE CORP(PGR)010,855+10,85503,0720.85%+3,072
NEW YORK TIMES CO(NYT)08,035+8,03503990.11%+399
CELESTICA INC(CLS)04,832+4,83203810.11%+381
TEXAS ROADHOUSE INC(TXRH)05,568+5,56809280.26%+928
OREILLY AUTOMOTIVE INC(ORLY)1,7531,699-542,0792,4340.67%+355
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
0162,369+162,36906,1261.69%+6,126
DT MIDSTREAM INC(DTM)03,263+3,26303150.09%+315
GUIDEWIRE SOFTWARE INC(GWRE)01,658+1,65803110.09%+311
BHP GROUP LTD038,081+38,08101,8480.51%+1,848
P T TELEKOMUNIKASI INDONESIA(TLK)0134,970+134,97001,9940.55%+1,994
STRIDE INC(LRN)02,382+2,38203010.08%+301
HOULIHAN LOKEY INC(HLI)01,855+1,85503000.08%+300
WINMARK CORP(WINA)0937+93702980.08%+298
COCA-COLA EUROPACIFIC PARTNE
SHS
029,234+29,23402,5440.70%+2,544
GARMIN LTD(GRMN)01,328+1,32802880.08%+288
ETFS GOLD TR(SGOL)53,94754,614+6671,3511,6290.45%+277
AMERICAN TOWER CORP NEW(AMT)07,443+7,44301,6200.45%+1,620
MITSUBISHI UFJ FINL GROUP IN(MUFG)229,407216,804-12,6032,6892,9550.82%+266
PRUDENTIAL PLC(PUK)028,071+28,07106040.17%+604
INSPERITY INC(NSP)012,900+12,90001,1510.32%+1,151
CYBERARK SOFTWARE LTD0749+74902530.07%+253
CHUBB LIMITED
COM
05,342+5,34201,6130.45%+1,613
HALOZYME THERAPEUTICS INC(HALO)03,945+3,94502520.07%+252
LANDSTAR SYS INC(LSTR)01,593+1,59302390.07%+239
MARKETAXESS HLDGS INC(MKTX)01,088+1,08802350.07%+235
PAYCOM SOFTWARE INC(PAYC)3,0083,841+8336178390.23%+223
GENMAB A/S(GMAB)049,367+49,36709670.27%+967
CROWN CASTLE INC(CCI)010,848+10,84801,1310.31%+1,131
TELEFONICA BRASIL SA(VIV)075,123+75,12306550.18%+655
SBA COMMUNICATIONS CORP NEW(SBAC)08,788+8,78801,9330.53%+1,933
ENI S P A(E)035,796+35,79601,1070.31%+1,107
LLOYDS BANKING GROUP PLC(LYG)0195,022+195,02207450.21%+745
ICICI BANK LIMITED(IBN)077,592+77,59202,4460.68%+2,446
T-MOBILE US INC(TMUS)4,8564,749-1071,0721,2670.35%+195
YUM CHINA HLDGS INC(YUMC)055,445+55,44502,8860.80%+2,886
3M CO(MMM)10,02210,094+721,2941,4820.41%+189
BOSTON SCIENTIFIC CORP(BSX)24,05823,125-9332,1492,3330.64%+184
BANCO BRADESCO S A0191,831+191,83104280.12%+428
CHEMED CORP NEW(CHE)02,394+2,39401,4730.41%+1,473
MEDTRONIC PLC(MDT)016,925+16,92501,5210.42%+1,521
HDFC BANK LTD(HDB)35,70236,840+1,1382,2802,4480.68%+168
XP INC(XP)031,712+31,71204360.12%+436
ING GROEP N.V.(ING)041,443+41,44308120.22%+812
COCA COLA CO(KO)017,846+17,84601,2780.35%+1,278
MARSH & MCLENNAN COS INC(MRSH)05,292+5,29201,2910.36%+1,291
INTERCONTINENTAL EXCHANGE IN(ICE)07,719+7,71901,3320.37%+1,332
VISA INC(V)6,7386,527-2112,1292,2870.63%+158
ABRDN SILVER ETF TRUST028,118+28,11809140.25%+914
EMBRAER S.A.(EMBJ)026,068+26,06801,2040.33%+1,204
PATTERSON-UTI ENERGY INC(PTEN)017,323+17,32301420.04%+142
ARCELORMITTAL SA LUXEMBOURG(MT)025,757+25,75707430.21%+743
INTERNATIONAL BUSINESS MACHS(IBM)05,858+5,85801,4570.40%+1,457
WASTE CONNECTIONS INC(WCN)08,261+8,26101,6120.45%+1,612
BANCOLOMBIA S A016,851+16,85106770.19%+677
GILEAD SCIENCES INC(GILD)7,7517,561-1907168470.23%+131
WELLTOWER INC(WELL)04,856+4,85607440.21%+744
AMGEN INC(AMGN)02,621+2,62108170.23%+817
TAPESTRY INC(TPR)5,2346,621+1,3873424660.13%+124
KONINKLIJKE PHILIPS N V(PHG)056,012+56,01201,4230.39%+1,423
ELI LILLY & CO(LLY)03,312+3,31202,7350.76%+2,735
CANADIAN NAT RES LTD(CNQ)016,536+16,53605090.14%+509
AON PLC(AON)3,2433,209-341,1651,2810.35%+116
ITAU UNIBANCO HLDG S A(ITUB)0101,789+101,78905600.15%+560
VERTEX PHARMACEUTICALS INC(VRTX)01,429+1,42906930.19%+693
YUM BRANDS INC(YUM)05,119+5,11908060.22%+806
CHEVRON CORP NEW(CVX)05,163+5,16308640.24%+864
NATWEST GROUP PLC(NWG)90,10485,516-4,5889161,0190.28%+103
HONDA MOTOR LTD(HMC)070,145+70,14501,9030.53%+1,903
ABBOTT LABS05,688+5,68807550.21%+755
EAGLE MATLS INC(EXP)02,330+2,33005170.14%+517
LKQ CORP(LKQ)15,12715,364+2375566540.18%+98
THOMSON REUTERS CORP011,976+11,97602,0690.57%+2,069
SENSATA TECHNOLOGIES HLDG PL
SHS
014,474+14,47403510.10%+351
STMICROELECTRONICS N V(STM)018,156+18,15603990.11%+399
MERCADOLIBRE INC(MELI)0410+41008000.22%+800
NORTHERN LTS FD TR IV
INSPIRE CORP BD
0142,714+142,71403,3890.94%+3,389
ESSEX PPTY TR INC(ESS)01,003+1,00303070.08%+307
RTX CORPORATION(RTX)06,076+6,07608050.22%+805
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