Fund Holdings — Legacy Wealth Asset Management, LLC

Total Portfolio Value
$354.61M
Total Bought
$39.71M
Total Sold
$38.52M
Net Transaction
+$1.19M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2024
▲▼
Q2 2024
▲▼
Change
▲▼
Q1 2024
▲▼
Q2 2024
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES TR
TRS FLT RT BD
211,460252,634+41,17410,71912,7983.61%+2,080
INTUITIVE SURGICAL INC35,7865,975-29,8117322,6580.75%+1,926
DOLLAR GEN CORP NEW(DG)2,28316,682+14,3993562,2060.62%+1,850
KLA CORP(KLAC)02,202+2,20201,8160.51%+1,816
VISA INC(V)06,768+6,76801,7760.50%+1,776
CHIPOTLE MEXICAN GRILL INC(CMG)028,067+28,06701,7580.50%+1,758
ALCON AG(ALC)9,19221,806+12,6147661,9420.55%+1,177
BROADCOM INC(AVGO)1,8792,276+3972,4903,6541.03%+1,164
BOSTON SCIENTIFIC CORP(BSX)10,73324,036+13,3037351,8510.52%+1,116
APPLE INC(AAPL)23,71824,302+5844,0675,1181.44%+1,051
TE CONNECTIVITY LTD(TEL)5,79112,180+6,3898411,8320.52%+991
OREILLY AUTOMOTIVE INC(ORLY)7751,736+9618751,8330.52%+958
NVIDIA CORPORATION(NVDA)6,03451,812+45,7785,4526,4011.81%+949
ANALOG DEVICES INC(ADI)5,2938,030+2,7371,0471,8330.52%+786
HP INC(HPQ)37,87351,710+13,8371,1451,8110.51%+666
NU HLDGS LTD(NU)050,943+50,94306570.19%+657
TAIWAN SEMICONDUCTOR MFG LTD(TSM)20,76919,776-9932,8263,4370.97%+612
DUPONT DE NEMOURS INC(DD)9,07716,220+7,1436961,3060.37%+610
MONDAY COM LTD
SHS
02,444+2,44405880.17%+588
COUPANG INC(CPNG)026,762+26,76205610.16%+561
SBA COMMUNICATIONS CORP NEW(SBAC)5,9389,335+3,3971,2871,8320.52%+546
MARSH & MCLENNAN COS INC(MRSH)2,8835,254+2,3715941,1070.31%+513
HDFC BANK LTD(HDB)35,00337,051+2,0481,9592,3830.67%+424
PURE STORAGE INC(P)06,118+6,11803930.11%+393
DESCARTES SYS GROUP INC(DSGX)03,634+3,63403520.10%+352
KONINKLIJKE PHILIPS N V(PHG)56,27158,283+2,0121,1251,4690.41%+343
COCA COLA CO(KO)13,05917,931+4,8727991,1410.32%+342
WEATHERFORD INTL PLC(WFRD)02,794+2,79403420.10%+342
BOOKING HOLDINGS INC(BKNG)496534+381,7992,1150.60%+316
WISDOMTREE TR(WT)25,31531,439+6,1241,2731,5820.45%+309
WILLSCOT MOBIL MINI HLDNG CO(WSC)5,13514,360+9,2252395410.15%+302
PENUMBRA INC(PEN)01,666+1,66603000.08%+300
TEXAS ROADHOUSE INC(TXRH)1,3992,934+1,5352165040.14%+288
P T TELEKOMUNIKASI INDONESIA(TLK)91,559124,268+32,7092,0382,3240.66%+286
EQUINOR ASA(EQNR)47,86355,182+7,3191,2941,5760.44%+282
CROWN CASTLE INC(CCI)7,56810,929+3,3618011,0680.30%+267
SIMON PPTY GROUP INC NEW(SPG)11,94014,023+2,0831,8682,1290.60%+260
ELI LILLY & CO(LLY)4,1063,805-3013,1943,4450.97%+251
ADOBE INC(ADBE)3,6603,773+1131,8472,0960.59%+249
AVNET INC04,721+4,72102430.07%+243
STERIS PLC(STE)3,5474,733+1,1867971,0390.29%+242
NORTHERN LTS FD TR IV
INSPIRE CORP BD
128,422139,634+11,2123,0153,2560.92%+241
ICICI BANK LIMITED(IBN)77,22478,602+1,3782,0392,2650.64%+225
LANTHEUS HLDGS INC(LNTH)9,50910,083+5745928100.23%+218
AUTOHOME INC(ATHM)23,44929,933+6,4846158220.23%+207
ESSEX PPTY TR INC(ESS)0740+74002010.06%+201
DYNATRACE INC(DT)04,476+4,47602000.06%+200
TELEFONAKTIEBOLAGET LM ERICS(ERIC)99,859120,030+20,1715507410.21%+190
EDWARDS LIFESCIENCES CORP17,41020,034+2,6241,6641,8510.52%+187
THOMSON REUTERS CORP.(TRI)12,46912,586+1171,9432,1220.60%+179
SAP SE(SAP)13,40813,815+4072,6152,7870.79%+172
ASML HOLDING N V
N Y REGISTRY SHS
2,7142,729+152,6342,7910.79%+157
BHP GROUP LTD35,25438,292+3,0382,0342,1860.62%+152
TETRA TECH INC NEW(TTEK)6,3146,443+1291,1661,3170.37%+151
LEMAITRE VASCULAR INC(LMAT)8,9028,971+695917380.21%+147
FRESENIUS MEDICAL CARE AG(FMS)30,30938,048+7,7395847260.20%+142
REXFORD INDL RLTY INC(REXR)5,6549,263+3,6092844130.12%+129
UNIVERSAL DISPLAY CORP(OLED)2,9682,96805006240.18%+124
NEXTERA ENERGY INC(NEE)8,7559,632+8775606820.19%+123
VICTORY CAP HLDGS INC(VCTR)24,30624,145-1611,0311,1520.32%+121
UTZ BRANDS INC(UTZ)25,91435,994+10,0804785990.17%+121
COCA-COLA EUROPACIFIC PARTNE
SHS
29,62730,088+4612,0722,1930.62%+120
LAM RESEARCH CORP(LRCX)1,3001,297-31,2631,3810.39%+118
CAMDEN PPTY TR(CPT)5,2915,850+5595216380.18%+118
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
138,224144,716+6,4924,1494,2631.20%+114
NATWEST GROUP PLC(NWG)97,66896,376-1,2926647740.22%+110
MONOLITHIC PWR SYS INC(MPWR)557587+303774820.14%+105
ABRDN SILVER ETF TRUST27,55127,316-2356567600.21%+104
LITTELFUSE INC(LFUS)1,5201,847+3273684720.13%+104
CRH PLC
ORD
12,86616,182+3,3161,1101,2130.34%+104
AVIENT CORPORATION(AVNT)10,86913,149+2,2804725740.16%+102
T-MOBILE US INC(TMUS)4,7764,981+2057808780.25%+98
MERCADOLIBRE INC(MELI)351382+315316280.18%+97
CHESAPEAKE UTILS CORP(CPK)4,9095,873+9645276240.18%+97
AMGEN INC(AMGN)2,6532,712+597548470.24%+93
BWX TECHNOLOGIES INC(BWXT)7,0448,571+1,5277238140.23%+91
WASTE CONNECTIONS INC(WCN)8,3788,703+3251,4411,5260.43%+85
ISHARES TR17,86118,923+1,0621,4611,5450.44%+84
ENI S P A(E)36,04539,873+3,8281,1431,2280.35%+84
CURTISS WRIGHT CORP(CW)4,8274,866+391,2351,3190.37%+83
BARCLAYS PLC61,62361,999+3765826640.19%+82
WELLTOWER INC(WELL)4,5794,878+2994285090.14%+81
EVERCORE INC(EVR)5,1615,153-89941,0740.30%+80
FABRINET(FN)1,3171,332+152493260.09%+77
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
18,65019,962+1,3121,0831,1580.33%+75
MSA SAFETY INC(MSA)4,8145,346+5329321,0030.28%+71
HEICO CORP NEW2,6652,713+484104820.14%+71
SCHLUMBERGER LTD(SLB)11,20814,440+3,2326146810.19%+67
CRANE COMPANY(CR)3,1223,367+2454224880.14%+66
WEIBO CORP(WB)68,01989,026+21,0076186840.19%+65
ARGENX SE(ARGX)1,3681,403+355396030.17%+65
SERVICENOW INC(NOW)2,9242,915-92,2292,2930.65%+64
STRYKER CORPORATION(SYK)2,2442,547+3038038670.24%+64
TEXAS INSTRS INC(TXN)5,1864,969-2179039670.27%+63
HSBC HLDGS PLC(HSBC)12,82113,051+2305055680.16%+63
ARCH CAP GROUP LTD
ORD
7,0797,104+256547170.20%+62
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
17,04618,543+1,4971,0101,0700.30%+60
BIOGEN INC(BIIB)1,9982,090+924314850.14%+54
SHELL PLC(SHEL)8,1308,246+1165455950.17%+50
M & T BK CORP(MTB)2,7762,998+2224044540.13%+50
Page 1 of 4
Legacy Wealth Asset Management, LLC — 13F Holdings — Q2 2024 | TickerTrail