Fund HoldingsLegacy Wealth Asset Management, LLC

Total Portfolio Value
$354.61M
Total Bought
$39.71M
Total Sold
$36.78M
Net Transaction
+$2.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR
TRS FLT RT BD
0252,634+252,634012,7983.61%+12,798
DOLLAR GEN CORP NEW(DG)016,682+16,68202,2060.62%+2,206
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)021,806+21,80601,9420.55%+1,942
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)012,180+12,18001,8320.52%+1,832
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)08,030+8,03001,8330.52%+1,833
HP INC(HPQ)051,710+51,71001,8110.51%+1,811
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)016,220+16,22001,3060.37%+1,306
MONDAY COM LTD
SHS
02,444+2,44405880.17%+588
COUPANG INC(CPNG)026,762+26,76205610.16%+561
SBA COMMUNICATIONS CORP NEW(SBAC)09,335+9,33501,8320.52%+1,832
MARSH & MCLENNAN COS INC(MRSH)05,254+5,25401,1070.31%+1,107
HDFC BANK LTD(HDB)037,051+37,05102,3830.67%+2,383
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)058,283+58,28301,4690.41%+1,469
COCA COLA CO(KO)017,931+17,93101,1410.32%+1,141
WEATHERFORD INTL PLC(WFRD)02,794+2,79403420.10%+342
BOOKING HOLDINGS INC(BKNG)0534+53402,1150.60%+2,115
WISDOMTREE TR(WT)25,31531,439+6,1241,2731,5820.45%+309
WILLSCOT MOBIL MINI HLDNG CO(WSC)014,360+14,36005410.15%+541
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)0124,268+124,26802,3240.66%+2,324
EQUINOR ASA(EQNR)055,182+55,18201,5760.44%+1,576
CROWN CASTLE INC(CCI)010,929+10,92901,0680.30%+1,068
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)03,773+3,77302,0960.59%+2,096
AVNET INC04,721+4,72102430.07%+243
STERIS PLC(STE)04,733+4,73301,0390.29%+1,039
NORTHERN LTS FD TR IV
INSPIRE CORP BD
0139,634+139,63403,2560.92%+3,256
ICICI BANK LIMITED(IBN)77,22478,602+1,3782,0392,2650.64%+225
LANTHEUS HLDGS INC(LNTH)010,083+10,08308100.23%+810
AUTOHOME INC(ATHM)029,933+29,93308220.23%+822
ESSEX PPTY TR INC(ESS)0740+74002010.06%+201
DYNATRACE INC(DT)04,476+4,47602000.06%+200
TELEFONAKTIEBOLAGET LM ERICS(ERIC)0120,030+120,03007410.21%+741
EDWARDS LIFESCIENCES CORP17,41020,034+2,6241,6641,8510.52%+187
INTUITIVE SURGICAL INC6,2005,975-2252,4742,6580.75%+184
THOMSON REUTERS CORP.012,586+12,58602,1220.60%+2,122
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 LTD038,292+38,29202,1860.62%+2,186
TETRA TECH INC NEW(TTEK)6,3146,443+1291,1661,3170.37%+151
LEMAITRE VASCULAR INC(LMAT)08,971+8,97107380.21%+738
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)02,968+2,96806240.18%+624
NEXTERA ENERGY INC(NEE)09,632+9,63206820.19%+682
VICTORY CAP HLDGS INC(VCTR)24,30624,145-1611,0311,1520.32%+121
UTZ BRANDS INC035,994+35,99405990.17%+599
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)05,850+5,85006380.18%+638
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)0587+58704820.14%+482
ABRDN SILVER ETF TRUST027,316+27,31607600.21%+760
LITTELFUSE INC(LFUS)01,847+1,84704720.13%+472
CRH PLC
ORD
12,86616,182+3,3161,1101,2130.34%+104
AVIENT CORPORATION(AVNT)013,149+13,14905740.16%+574
T-MOBILE US INC(TMUS)04,981+4,98108780.25%+878
MERCADOLIBRE INC(MELI)0382+38206280.18%+628
CHESAPEAKE UTILS CORP(CPK)05,873+5,87306240.18%+624
AMGEN INC(AMGN)02,712+2,71208470.24%+847
BWX TECHNOLOGIES INC(BWXT)7,0448,571+1,5277238140.23%+91
WASTE CONNECTIONS INC(WCN)8,3788,703+3251,4411,5260.43%+85
ISHARES TR018,923+18,92301,5450.44%+1,545
ENI S P A(E)039,873+39,87301,2280.35%+1,228
CURTISS WRIGHT CORP(CW)4,8274,866+391,2351,3190.37%+83
BARCLAYS PLC061,999+61,99906640.19%+664
WELLTOWER INC(WELL)04,878+4,87805090.14%+509
EVERCORE INC(EVR)5,1615,153-89941,0740.30%+80
FABRINET(FN)01,332+1,33203260.09%+326
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
019,962+19,96201,1580.33%+1,158
MSA SAFETY INC(MSA)4,8145,346+5329321,0030.28%+71
HEICO CORP NEW02,713+2,71304820.14%+482
SCHLUMBERGER LTD(SLB)014,440+14,44006810.19%+681
CRANE COMPANY(CR)03,367+3,36704880.14%+488
WEIBO CORP(WB)089,026+89,02606840.19%+684
ARGENX SE(ARGX)01,403+1,40306030.17%+603
SERVICENOW INC(NOW)02,915+2,91502,2930.65%+2,293
STRYKER CORPORATION(SYK)2,2442,547+3038038670.24%+64
TEXAS INSTRS INC(TXN)04,969+4,96909670.27%+967
HSBC HLDGS PLC(HSBC)013,051+13,05105680.16%+568
ARCH CAP GROUP LTD
ORD
7,0797,104+256547170.20%+62
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
018,543+18,54301,0700.30%+1,070
BIOGEN INC(BIIB)02,090+2,09004850.14%+485
SHELL PLC(SHEL)08,246+8,24605950.17%+595
M & T BK CORP(MTB)02,998+2,99804540.13%+454
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