Fund HoldingsLegacy Wealth Asset Management, LLC

Total Portfolio Value
$304.76M
Total Bought
$33.78M
Total Sold
$26.53M
Net Transaction
+$7.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR
TRS FLT RT BD
0211,560+211,560010,6773.50%+10,677
HONDA MOTOR LTD(HMC)060,392+60,39201,8670.61%+1,867
ACCENTURE PLC IRELAND
SHS CLASS A
011,086+11,08603,8901.28%+3,890
LINDE PLC(LIN)08,014+8,01403,2911.08%+3,291
NORTHERN LTS FD TR IV
INSPIRE GBL HOPE
0139,115+139,11504,9651.63%+4,965
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
0128,017+128,01704,4421.46%+4,442
ADVANCED MICRO DEVICES INC(AMD)016,881+16,88102,4880.82%+2,488
AMERICAN TOWER CORP NEW(AMT)010,754+10,75402,3220.76%+2,322
WILLIS TOWERS WATSON PLC LTD(WTW)02,418+2,41805830.19%+583
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
0129,438+129,43803,8221.25%+3,822
ROYAL BK CDA(RY)05,552+5,55205610.18%+561
NATWEST GROUP PLC(NWG)095,400+95,40005370.18%+537
AEGON LTD(AEG)089,978+89,97805180.17%+518
PROLOGIS INC.(PLD)06,963+6,96309280.30%+928
BROADCOM INC(AVGO)01,955+1,95502,1820.72%+2,182
FERRARI N V
COM
4,3455,258+9131,2841,7790.58%+495
ARGENX SE(ARGX)01,300+1,30004950.16%+495
UBS GROUP AG(UBS)055,608+55,60801,7180.56%+1,718
LANTHEUS HLDGS INC(LNTH)07,928+7,92804920.16%+492
SIMON PPTY GROUP INC NEW(SPG)011,908+11,90801,6990.56%+1,699
SBA COMMUNICATIONS CORP NEW(SBAC)05,670+5,67001,4380.47%+1,438
CRH PLC
ORD
6,68511,266+4,5813667790.26%+413
BHP GROUP LTD33,42433,679+2551,9012,3010.75%+399
APPLE INC(AAPL)020,276+20,27603,9041.28%+3,904
TAIWAN SEMICONDUCTOR MFG LTD(TSM)022,327+22,32702,3220.76%+2,322
SERVICENOW INC(NOW)03,084+3,08402,1790.71%+2,179
EXTRA SPACE STORAGE INC(EXR)02,180+2,18003500.11%+350
CANADIAN NATL RY CO(CNI)011,719+11,71901,4720.48%+1,472
BOEING CO(BA)05,280+5,28001,3760.45%+1,376
S&P GLOBAL INC(SPGI)04,395+4,39501,9360.64%+1,936
THOMSON REUTERS CORP.12,60312,685+821,5421,8550.61%+313
KONINKLIJKE PHILIPS N V(PHG)054,391+54,39101,2690.42%+1,269
AMERICAN HOMES 4 RENT(AMH)08,604+8,60403090.10%+309
SUN CMNTYS INC(SUI)02,275+2,27503040.10%+304
TAKEDA PHARMACEUTICAL CO LTD(TAK)0155,528+155,52802,2190.73%+2,219
WATTS WATER TECHNOLOGIES INC(WTS)01,368+1,36802850.09%+285
BANK NEW YORK MELLON CORP030,424+30,42401,5840.52%+1,584
ROSS STORES INC(ROST)011,913+11,91301,6490.54%+1,649
VALVOLINE INC(VVV)07,304+7,30402740.09%+274
YUM CHINA HLDGS INC(YUMC)053,995+53,99502,2910.75%+2,291
MITSUBISHI UFJ FINL GROUP IN(MUFG)217,111245,500+28,3891,8432,1140.69%+270
ASML HOLDING N V
N Y REGISTRY SHS
02,831+2,83102,1430.70%+2,143
INTUITIVE SURGICAL INC06,393+6,39302,1570.71%+2,157
INTERNATIONAL BUSINESS MACHS(IBM)13,26812,974-2941,8622,1220.70%+260
FIDELITY NATL INFORMATION SV(FIS)10,42913,909+3,4805768360.27%+259
CHECK POINT SOFTWARE TECH LT
ORD
012,901+12,90101,9710.65%+1,971
AUTODESK INC7,7607,657-1031,6061,8640.61%+259
VERTEX PHARMACEUTICALS INC(VRTX)04,392+4,39201,7870.59%+1,787
TIMOTHY PLAN047,358+47,35801,8100.59%+1,810
P T TELEKOMUNIKASI INDONESIA(TLK)075,428+75,42801,9430.64%+1,943
COCA-COLA EUROPACIFIC PARTNE
SHS
26,81428,840+2,0261,6751,9250.63%+249
FABRINET(FN)01,297+1,29702470.08%+247
US BANCORP DEL(USB)031,699+31,69901,3720.45%+1,372
BROWN & BROWN INC(BRO)03,379+3,37902400.08%+240
INTEGER HLDGS CORP(ITGR)02,410+2,41002390.08%+239
TESLA INC(TSLA)0951+95102360.08%+236
ING GROEP N.V.(ING)049,391+49,39107420.24%+742
ENSIGN GROUP INC(ENSG)12,37612,287-891,1501,3790.45%+229
ENPRO INC(NPO)06,343+6,34309940.33%+994
PERFICIENT INC03,425+3,42502250.07%+225
HDFC BANK LTD(HDB)028,146+28,14601,8890.62%+1,889
FEDERAL SIGNAL CORP(FSS)013,414+13,41401,0290.34%+1,029
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
015,914+15,91409790.32%+979
WASTE CONNECTIONS INC(WCN)7,6038,228+6251,0211,2280.40%+207
LAM RESEARCH CORP(LRCX)01,319+1,31901,0330.34%+1,033
QUALCOMM INC(QCOM)05,720+5,72008270.27%+827
TELEFONAKTIEBOLAGET LM ERICS(ERIC)095,377+95,37706010.20%+601
MICRON TECHNOLOGY INC(MU)11,85411,643-2118069940.33%+187
INTERCONTINENTAL EXCHANGE IN(ICE)09,788+9,78801,2570.41%+1,257
OLD NATL BANCORP IND(ONB)010,738+10,73801810.06%+181
ADOBE INC(ADBE)3,9893,711-2782,0342,2140.73%+180
INSPERITY INC(NSP)09,790+9,79001,1480.38%+1,148
UFP INDUSTRIES INC(UFPI)8,0267,928-988229950.33%+173
F N B CORP(FNB)012,409+12,40901710.06%+171
HP INC(HPQ)037,132+37,13201,1170.37%+1,117
3M CO(MMM)010,600+10,60001,1590.38%+1,159
ZOETIS INC(ZTS)8,3188,170-1481,4471,6130.53%+165
AAON INC09,828+9,82807260.24%+726
SHINHAN FINANCIAL GROUP CO L(SHG)39,56739,347-2201,0481,2110.40%+163
CROWN CASTLE INC(CCI)07,310+7,31008420.28%+842
BANCO BILBAO VIZCAYA ARGENTA(BBVA)172,382169,991-2,3911,3881,5490.51%+161
CHEMED CORP NEW(CHE)2,2542,275+211,1711,3300.44%+159
SHOPIFY INC(SHOP)8,4167,932-4844596180.20%+159
EMBRAER S.A.(EMBJ)034,502+34,50206370.21%+637
U HAUL HOLDING COMPANY8,2928,375+834345900.19%+156
TRUIST FINL CORP(TFC)024,206+24,20608940.29%+894
ITAU UNIBANCO HLDG S A(ITUB)092,550+92,55006430.21%+643
CANADIAN PACIFIC KANSAS CITY(CP)22,51023,010+5001,6751,8190.60%+144
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)19,26319,185-781,3051,4490.48%+144
BLACKROCK INC(BLK)0908+90807370.24%+737
CHARLES RIV LABS INTL INC(CRL)03,413+3,41308070.26%+807
MSA SAFETY INC(MSA)04,308+4,30807270.24%+727
M D C HLDGS INC09,863+9,86305450.18%+545
TELEFONICA BRASIL SA(VIV)059,605+59,60506520.21%+652
PNC FINL SVCS GROUP INC(PNC)04,458+4,45806900.23%+690
BOOKING HOLDINGS INC(BKNG)549515-341,6931,8270.60%+134
SCHWAB CHARLES CORP(SCHW)010,546+10,54607260.24%+726
EDWARDS LIFESCIENCES CORP016,958+16,95801,2930.42%+1,293
RIO TINTO PLC(RIO)6,8607,564+7044375630.18%+127
SUMITOMO MITSUI FINL GROUP I(SMFG)190,683207,090+16,4071,8782,0050.66%+126
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