Fund HoldingsLegacy Wealth Asset Management, LLC

Total Portfolio Value
$272.48M
Total Bought
$29.81M
Total Sold
$34.10M
Net Transaction
-$4.28M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COCA-COLA EUROPACIFIC PARTNE
SHS
026,814+26,81401,6750.61%+1,675
ASE TECHNOLOGY HLDG CO LTD(ASX)0284,905+284,90502,1420.79%+2,142
AUTOHOME INC(ATHM)072,384+72,38402,1970.81%+2,197
ALCON AG(ALC)10,17426,518+16,3448352,0430.75%+1,208
WISDOMTREE TR(WT)027,000+27,00001,3590.50%+1,359
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0172,382+172,38201,3880.51%+1,388
WEIBO CORP(WB)097,347+97,34701,2210.45%+1,221
TOTALENERGIES SE(TTE)26,78733,286+6,4991,5442,1890.80%+645
EQUINOR ASA(EQNR)042,880+42,88001,4060.52%+1,406
SHINHAN FINANCIAL GROUP CO L(SHG)039,567+39,56701,0480.38%+1,048
ENI S P A(E)034,478+34,47801,1010.40%+1,101
FERRARI N V
COM
04,345+4,34501,2840.47%+1,284
BHP GROUP LTD21,96533,424+11,4591,3111,9010.70%+591
BANCO SANTANDER S.A.(SAN)0290,037+290,03701,0910.40%+1,091
HALEON PLC(HLN)065,442+65,44205450.20%+545
ARCH CAP GROUP LTD
ORD
06,836+6,83605450.20%+545
ENEL CHILE S.A.(ENIC)0180,143+180,14305330.20%+533
CREDICORP LTD(BAP)03,958+3,95805070.19%+507
WASTE CONNECTIONS INC(WCN)07,603+7,60301,0210.37%+1,021
SHOPIFY INC(SHOP)08,416+8,41604590.17%+459
SUMITOMO MITSUI FINL GROUP I(SMFG)166,647190,683+24,0361,4331,8780.69%+445
NVENT ELECTRIC PLC(NVT)08,344+8,34404420.16%+442
GENMAB A/S(GMAB)029,496+29,49601,0400.38%+1,040
CANADIAN PACIFIC KANSAS CITY(CP)16,18322,510+6,3271,3071,6750.61%+368
THOMSON REUTERS CORP.8,70212,603+3,9011,1741,5420.57%+367
CRH PLC
ORD
06,685+6,68503660.13%+366
CHAMPIONX CORPORATION017,266+17,26606150.23%+615
MITSUBISHI UFJ FINL GROUP IN(MUFG)202,698217,111+14,4131,4941,8430.68%+349
BEST BUY INC(BBY)04,765+4,76503310.12%+331
GRUPO AEROPUERTO DEL PACIFIC(PAC)7,1869,768+2,5821,2841,6060.59%+321
INNOSPEC INC(IOSP)05,420+5,42005540.20%+554
CRANE COMPANY(CR)03,174+3,17402820.10%+282
FIDELITY NATL INFORMATION SV(FIS)010,429+10,42905760.21%+576
HEICO CORP NEW02,097+2,09702710.10%+271
CIENA CORP(CIEN)04,616+4,61602180.08%+218
PARSONS CORP DEL(PSN)03,758+3,75802040.07%+204
WORLD KINECT CORPORATION(WKC)09,105+9,10502040.07%+204
UBS AG LONDON BRANCH(AMUB)129,952127,355-2,5973,0483,2351.19%+187
ELI LILLY & CO(LLY)5,1754,851-3242,4272,6060.96%+179
PERRIGO CO PLC(PRGO)018,568+18,56805930.22%+593
CURTISS WRIGHT CORP(CW)04,550+4,55008900.33%+890
SOUTHWESTERN ENERGY CO020,510+20,51001320.05%+132
VICTORY CAP HLDGS INC(VCTR)016,308+16,30805440.20%+544
HONDA MOTOR LTD(HMC)39,71139,394-3171,2041,3250.49%+122
AMGEN INC(AMGN)02,699+2,69907250.27%+725
BOOKING HOLDINGS INC(BKNG)584549-351,5771,6930.62%+116
CONOCOPHILLIPS(COP)07,000+7,00008390.31%+839
CHEMED CORP NEW(CHE)1,9812,254+2731,0731,1710.43%+98
OCCIDENTAL PETE CORP(OXY)16,07916,041-389451,0410.38%+95
PROGRESSIVE CORP(PGR)14,18814,148-401,8781,9710.72%+93
EOG RES INC(EOG)7,6417,610-318749650.35%+90
CHEVRON CORP NEW(CVX)6,1756,294+1199721,0610.39%+90
SCHLUMBERGER LTD(SLB)011,191+11,19106520.24%+652
QUALYS INC(QLYS)02,199+2,19903350.12%+335
EVERCORE INC(EVR)05,768+5,76807950.29%+795
BJS WHSL CLUB HLDGS INC(BJ)09,188+9,18806560.24%+656
KINSALE CAP GROUP INC(KNSL)01,764+1,76407310.27%+731
FIDELITY NATIONAL FINANCIAL(FNF)011,813+11,81304880.18%+488
EXXON MOBIL CORP06,625+6,62507790.29%+779
ENSIGN GROUP INC(ENSG)11,46212,376+9141,0941,1500.42%+56
EVEREST GROUP LTD(EG)01,339+1,33904980.18%+498
AUTOMATIC DATA PROCESSING IN02,609+2,60906280.23%+628
BP PLC(BP)011,904+11,90404610.17%+461
INTERNATIONAL BUSINESS MACHS(IBM)13,53713,268-2691,8111,8620.68%+50
CATERPILLAR INC(CAT)3,2393,102-1377978470.31%+50
CHUBB LIMITED
COM
03,070+3,07006390.23%+639
LESLIES INC055,006+55,00603110.11%+311
CISCO SYS INC(CSCO)37,13436,653-4811,9211,9700.72%+49
MICRON TECHNOLOGY INC(MU)011,854+11,85408060.30%+806
PETROLEO BRASILEIRO SA PETRO(PBR)041,510+41,51006220.23%+622
BWX TECHNOLOGIES INC(BWXT)05,956+5,95604470.16%+447
NIKE INC(NKE)03,903+3,90303730.14%+373
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)19,32319,263-601,2611,3050.48%+43
CHECKPOINT THERAPEUTICS INC085,000+85,00001450.05%+145
MERCADOLIBRE INC(MELI)0366+36604640.17%+464
SHELL PLC(SHEL)08,010+8,01005160.19%+516
UNIVERSAL DISPLAY CORP(OLED)02,983+2,98304680.17%+468
CSG SYS INTL INC014,785+14,78507560.28%+756
FEDEX CORP(FDX)02,533+2,53306710.25%+671
TJX COS INC NEW(TJX)17,72217,274-4481,5031,5350.56%+33
CME GROUP INC(CME)02,233+2,23304470.16%+447
UFP INDUSTRIES INC(UFPI)8,1598,026-1337928220.30%+30
MIROMATRIX MED INC091,701+91,70101200.04%+120
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
16,88717,414+5279751,0030.37%+28
SAIA INC(SAIA)0817+81703260.12%+326
EMCOR GROUP INC(EME)01,843+1,84303880.14%+388
EASTGROUP PPTYS INC(EGP)02,948+2,94804910.18%+491
GENERAL DYNAMICS CORP(GD)02,114+2,11404670.17%+467
DUPONT DE NEMOURS INC(DD)09,044+9,04406750.25%+675
ADOBE INC(ADBE)4,1263,989-1372,0182,0340.75%+16
ZOETIS INC(ZTS)8,3108,318+81,4311,4470.53%+16
ALLISON TRANSMISSION HLDGS I(ALSN)07,391+7,39104370.16%+437
U HAUL HOLDING COMPANY08,292+8,29204340.16%+434
RIO TINTO PLC(RIO)06,860+6,86004370.16%+437
AUTODESK INC7,7917,760-311,5941,6060.59%+12
AVANTOR INC(AVTR)021,281+21,28104490.16%+449
META PLATFORMS INC(META)0819+81902460.09%+246
FIRST INTST BANCSYSTEM INC(FIBK)011,642+11,64202900.11%+290
RELX PLC(RELX)015,018+15,01805060.19%+506
M & T BK CORP(MTB)02,705+2,70503420.13%+342
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