Fund HoldingsLegacy Wealth Asset Management, LLC

Total Portfolio Value
$372.67M
Total Bought
$31.28M
Total Sold
$27.29M
Net Transaction
+$3.99M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TE CONNECTIVITY PLC(TEL)012,462+12,46201,8820.50%+1,882
ACCENTURE PLC IRELAND
SHS CLASS A
011,038+11,03803,9021.05%+3,902
FIDELITY WISE ORIGIN BITCOIN(FBTC)0337,407+337,407018,7365.03%+18,736
YUM CHINA HLDGS INC(YUMC)059,886+59,88602,6960.72%+2,696
FERGUSON ENTERPRISES INC(FERG)03,999+3,99907940.21%+794
ALCON AG(ALC)21,80627,268+5,4621,9422,7290.73%+786
ZTO EXPRESS CAYMAN INC(ZTO)028,419+28,41907040.19%+704
ARCELORMITTAL SA LUXEMBOURG(MT)026,179+26,17906870.18%+687
CAE INC(CAE)035,294+35,29406620.18%+662
OPEN TEXT CORP(OTEX)019,574+19,57406510.17%+651
CURTISS WRIGHT CORP(CW)4,8665,879+1,0131,3191,9320.52%+614
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
144,716148,746+4,0304,2634,8041.29%+541
GRAYSCALE BITCOIN MINI TR BT094,865+94,86505340.14%+534
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
0155,506+155,50606,1441.65%+6,144
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
0142,851+142,85105,4141.45%+5,414
PROGRESSIVE CORP(PGR)011,700+11,70002,9690.80%+2,969
APPLE INC(AAPL)24,30223,932-3705,1185,5761.50%+458
SBA COMMUNICATIONS CORP NEW(SBAC)9,3359,260-751,8322,2290.60%+396
PAYCOM SOFTWARE INC(PAYC)02,223+2,22303700.10%+370
PTC INC(PTC)02,043+2,04303690.10%+369
FMC CORP(FMC)09,100+9,10006000.16%+600
ONTO INNOVATION INC(ONTO)01,493+1,49303100.08%+310
EQUINIX INC(EQIX)02,143+2,14301,9020.51%+1,902
INTERNATIONAL BUSINESS MACHS(IBM)06,238+6,23801,3790.37%+1,379
GILDAN ACTIVEWEAR INC(GIL)06,027+6,02702840.08%+284
SIMON PPTY GROUP INC NEW(SPG)14,02314,213+1902,1292,4020.64%+274
AMERICAN TOWER CORP NEW(AMT)07,675+7,67501,7850.48%+1,785
BROADCOM INC(AVGO)2,27622,721+20,4453,6543,9191.05%+265
VENTAS INC(VTR)04,034+4,03402590.07%+259
EMBRAER S.A.(EMBJ)031,331+31,33101,1080.30%+1,108
KNIFE RIVER CORP(KNF)02,842+2,84202540.07%+254
AMERICAN FINL GROUP INC OHIO04,675+4,67506290.17%+629
BIONTECH SE(BNTX)06,641+6,64107890.21%+789
CISCO SYS INC(CSCO)039,028+39,02802,0770.56%+2,077
FERRARI N V
COM
05,410+5,41002,5430.68%+2,543
CROWN CASTLE INC(CCI)10,92911,070+1411,0681,3130.35%+245
US FOODS HLDG CORP(USFD)03,974+3,97402440.07%+244
TRANSUNION(TRU)07,897+7,89708270.22%+827
ORACLE CORP(ORCL)01,392+1,39202370.06%+237
ENSIGN GROUP INC(ENSG)012,169+12,16901,7500.47%+1,750
SERVICENOW INC(NOW)2,9152,824-912,2932,5260.68%+233
AUTODESK INC07,799+7,79902,1480.58%+2,148
EVERCORE INC(EVR)5,1535,117-361,0741,2960.35%+222
AVALONBAY CMNTYS INC0982+98202210.06%+221
HALOZYME THERAPEUTICS INC(HALO)03,858+3,85802210.06%+221
TRI POINTE HOMES INC
COM
04,798+4,79802170.06%+217
PLEXUS CORP(PLXS)01,587+1,58702170.06%+217
TXNM ENERGY INC(TXNM)04,773+4,77302090.06%+209
MOOG INC(MOG-A)01,033+1,03302090.06%+209
P T TELEKOMUNIKASI INDONESIA(TLK)124,268127,849+3,5812,3242,5290.68%+205
AAON INC010,516+10,51601,1340.30%+1,134
BOSTON SCIENTIFIC CORP(BSX)24,03624,508+4721,8512,0540.55%+203
TETRA TECH INC NEW(TTEK)6,44332,145+25,7021,3171,5160.41%+198
ASE TECHNOLOGY HLDG CO LTD(ASX)0268,211+268,21102,6180.70%+2,618
LANTHEUS HLDGS INC(LNTH)10,0839,139-9448101,0030.27%+193
KONINKLIJKE PHILIPS N V(PHG)58,28350,769-7,5141,4691,6610.45%+192
OREILLY AUTOMOTIVE INC(ORLY)1,7361,758+221,8332,0250.54%+191
REXFORD INDL RLTY INC(REXR)9,26311,994+2,7314136030.16%+190
MERCADOLIBRE INC(MELI)382398+166288170.22%+189
3M CO(MMM)09,183+9,18301,2550.34%+1,255
AON PLC(AON)03,275+3,27501,1330.30%+1,133
TIMOTHY PLAN051,303+51,30302,2570.61%+2,257
LOCKHEED MARTIN CORP(LMT)01,540+1,54009000.24%+900
TAKEDA PHARMACEUTICAL CO LTD(TAK)0161,616+161,61602,2980.62%+2,298
LOWES COS INC(LOW)03,398+3,39809200.25%+920
KEYSIGHT TECHNOLOGIES INC(KEYS)02,610+2,61004150.11%+415
CHUBB LIMITED
COM
05,048+5,04801,4560.39%+1,456
CATERPILLAR INC(CAT)02,940+2,94001,1500.31%+1,150
HALEON PLC(HLN)072,260+72,26007650.21%+765
CANADIAN PACIFIC KANSAS CITY(CP)025,864+25,86402,2120.59%+2,212
INTUITIVE SURGICAL INC5,9755,744-2312,6582,8220.76%+164
LINDE PLC(LIN)06,894+6,89403,2870.88%+3,287
BOOKING HOLDINGS INC(BKNG)534540+62,1152,2750.61%+159
VICTORY CAP HLDGS INC(VCTR)24,14523,627-5181,1521,3090.35%+156
FEDERAL SIGNAL CORP(FSS)013,984+13,98401,3070.35%+1,307
ARGENX SE(ARGX)1,4031,400-36037590.20%+156
DUPONT DE NEMOURS INC(DD)16,22016,387+1671,3061,4600.39%+155
T-MOBILE US INC(TMUS)4,9814,994+138781,0310.28%+153
INTERCONTINENTAL EXCHANGE IN(ICE)08,150+8,15001,3090.35%+1,309
CHEMED CORP NEW(CHE)02,558+2,55801,5370.41%+1,537
COCA COLA CO(KO)17,93117,950+191,1411,2900.35%+149
SHERWIN WILLIAMS CO(SHW)01,842+1,84207030.19%+703
KINSALE CAP GROUP INC(KNSL)01,777+1,77708270.22%+827
TERRENO RLTY CORP(TRNO)018,901+18,90101,2630.34%+1,263
EAGLE MATLS INC(EXP)02,094+2,09406020.16%+602
NORTHERN LTS FD TR IV
INSPIRE CORP BD
139,634140,790+1,1563,2563,3900.91%+134
BANK NEW YORK MELLON CORP011,374+11,37408170.22%+817
BHP GROUP LTD38,29237,340-9522,1862,3190.62%+133
NEXTERA ENERGY INC(NEE)9,6329,631-16828140.22%+132
COCA-COLA EUROPACIFIC PARTNE
SHS
30,08829,518-5702,1932,3250.62%+132
RTX CORPORATION(RTX)06,292+6,29207620.20%+762
SOUTHERN CO(SO)010,162+10,16209160.25%+916
WELLTOWER INC(WELL)4,8784,953+755096340.17%+126
SHOPIFY INC(SHOP)08,127+8,12706510.17%+651
GILEAD SCIENCES INC(GILD)07,832+7,83206570.18%+657
TELEFONICA BRASIL SA(VIV)059,039+59,03906060.16%+606
PNC FINL SVCS GROUP INC(PNC)04,416+4,41608160.22%+816
HOME DEPOT INC(HD)02,046+2,04608290.22%+829
FISERV INC(FISV)03,972+3,97207140.19%+714
BWX TECHNOLOGIES INC(BWXT)8,5718,558-138149300.25%+116
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