Fund Holdings — Legacy Wealth Asset Management, LLC

Total Portfolio Value
$407.06M
Total Bought
$29.97M
Total Sold
$44.11M
Net Transaction
-$14.13M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ISHARES TR03,601+3,60101,3450.33%+1,345
SCHWAB STRATEGIC TR052,524+52,52401,2630.31%+1,263
AMERICAN HEALTHCARE REIT INC(AHR)019,503+19,50309180.23%+918
ISHARES TR06,430+6,43009070.22%+907
INTUITIVE SURGICAL INC35,4352,921-32,5147641,6540.41%+890
ALCON AG(ALC)21,18931,053+9,8641,5792,4470.60%+868
MICRON TECHNOLOGY INC(MU)8,4957,853-6421,4212,2410.55%+820
SUMITOMO MITSUI FINL GROUP I(SMFG)040,872+40,87207900.19%+790
ISHARES INC
CORE MSCI EMKT
5,56816,993+11,4253671,1420.28%+775
NATIONAL GRID PLC(NGG)09,182+9,18207100.17%+710
KB FINL GROUP INC(KB)08,127+8,12706990.17%+699
AGNICO EAGLE MINES LTD(AEM)03,909+3,90906630.16%+663
ELI LILLY & CO(LLY)2,1482,127-211,6392,2860.56%+647
ADVANCED MICRO DEVICES INC(AMD)12,82612,568-2582,0752,6920.66%+616
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
257,218265,462+8,2449,0719,6842.38%+613
ABRDN SILVER ETF TRUST30,74728,958-1,7891,3681,9590.48%+591
ISHARES TR
TRS FLT RT BD
176,734188,140+11,4068,9419,4942.33%+553
LAM RESEARCH CORP(LRCX)21,51219,889-1,6232,8803,4050.84%+524
ISHARES TR4,59311,625+7,0323128300.20%+519
ROSS STORES INC(ROST)4,9476,989+2,0427541,2590.31%+505
NETEASE INC(NTES)03,496+3,49604810.12%+481
FIRST CTZNS BANCSHARES INC D(FCNCA)0205+20504400.11%+440
GE AEROSPACE(GE)01,420+1,42004370.11%+437
ISHARES TR04,474+4,47404310.11%+431
API GROUP CORP(APG)010,426+10,42603990.10%+399
PROLOGIS INC.(PLD)5,6788,194+2,5166501,0460.26%+396
SOCIEDAD QUIMICA Y MINERA DE(SQM)19,42817,708-1,7208351,2180.30%+383
MONGODB INC(MDB)0887+88703720.09%+372
APPLE INC(AAPL)20,12020,182+625,1235,4871.35%+364
VANGUARD INDEX FDS01,129+1,12903410.08%+341
ADVANCED ENERGY INDS01,604+1,60403360.08%+336
BALCHEM CORP2,7514,849+2,0984137440.18%+331
WIX COM LTD
SHS
02,944+2,94403060.08%+306
UBS AG LONDON BRANCH(AMUB)168,357172,642+4,2854,5754,8451.19%+270
ANALOG DEVICES INC(ADI)8,1778,384+2072,0092,2740.56%+265
BRUKER CORP(BRKR)05,535+5,53502610.06%+261
DOLLAR GEN CORP NEW(DG)3,5724,732+1,1603696280.15%+259
ADOBE INC(ADBE)4,1034,849+7461,4471,6970.42%+250
ARMSTRONG WORLD INDS INC NEW(AWI)01,299+1,29902480.06%+248
ISHARES TR01,148+1,14802410.06%+241
BROADCOM INC(AVGO)17,05516,949-1065,6275,8661.44%+239
FAIR ISAAC CORP(FICO)542616+748111,0410.26%+230
GENERAL MTRS CO(GM)02,804+2,80402280.06%+228
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
013,759+13,75902230.05%+223
ELANCO ANIMAL HEALTH INC(ELAN)09,825+9,82502220.05%+222
WISDOMTREE TR(WT)33,26837,592+4,3241,6721,8920.46%+219
NOMAD FOODS LTD(NOMD)017,431+17,43102180.05%+218
HUB GROUP INC(HUBG)05,062+5,06202160.05%+216
ZTO EXPRESS CAYMAN INC(ZTO)137,761136,924-8372,6452,8600.70%+215
REINSURANCE GRP OF AMERICA I(RGA)2,2253,159+9344276430.16%+215
CHUBB LIMITED
COM
10,35910,053-3062,9243,1380.77%+214
WEATHERFORD INTL PLC(WFRD)02,715+2,71502120.05%+212
COLUMBIA BKG SYS INC(COLB)07,506+7,50602100.05%+210
BRISTOL-MYERS SQUIBB CO(BMY)10,49712,621+2,1244736810.17%+207
BARRICK MNG CORP(B)35,88031,703-4,1771,1761,3810.34%+205
NORTHWESTERN ENERGY GROUP IN(NWE)03,148+3,14802030.05%+203
CANADIAN PACIFIC KANSAS CITY(CP)26,41029,475+3,0651,9672,1700.53%+203
AVIENT CORPORATION(AVNT)06,456+6,45602020.05%+202
NORTHERN LTS FD TR IV
INSPIRE CORP BD
151,633159,631+7,9983,6623,8630.95%+201
DIGITAL RLTY TR INC(DLR)01,300+1,30002010.05%+201
CATERPILLAR INC(CAT)2,6852,578-1071,2811,4770.36%+196
3M CO(MMM)9,98610,883+8971,5501,7420.43%+193
NEW YORK TIMES CO(NYT)13,13613,412+2767549310.23%+177
ARCELORMITTAL SA LUXEMBOURG(MT)24,77823,540-1,2388961,0730.26%+177
ETFS GOLD TR(SGOL)59,66457,752-1,9122,1962,3720.58%+176
BJS WHSL CLUB HLDGS INC(BJ)2,4304,431+2,0012273990.10%+172
TAKEDA PHARMACEUTICAL CO LTD(TAK)166,482166,783+3012,4372,6000.64%+163
CEMEX SAB DE CV(CX)78,38775,330-3,0577058660.21%+161
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,74210,396-3463,0003,1590.78%+159
COCA COLA CONS INC(COKE)3,9324,021+894616160.15%+156
HDFC BANK LTD(HDB)61,26461,527+2632,0932,2480.55%+155
YUM CHINA HLDGS INC(YUMC)48,00146,390-1,6112,0602,2150.54%+154
UBS GROUP AG(UBS)57,96654,604-3,3622,3772,5290.62%+152
NATWEST GROUP PLC(NWG)75,15369,417-5,7361,0631,2150.30%+151
GILDAN ACTIVEWEAR INC(GIL)42,42341,621-8022,4522,6000.64%+148
VISA INC(V)5,9436,197+2542,0292,1730.53%+145
GRUPO CIBEST SA16,06015,253-8078349700.24%+136
WHITE MTNS INS GROUP LTD
COM
308313+55156500.16%+136
S&P GLOBAL INC(SPGI)2,1062,203+971,0251,1510.28%+126
AMGEN INC(AMGN)2,6212,640+197408640.21%+124
BARCLAYS PLC48,29844,019-4,2799981,1200.28%+122
WESTERN DIGITAL CORP(WDC)2,2802,28002743930.10%+119
AMPHENOL CORP NEW10,46110,458-31,2951,4130.35%+119
RIO TINTO PLC(RIO)8,4048,414+105556730.17%+119
CISCO SYS INC(CSCO)14,02113,955-669591,0750.26%+116
TEXAS ROADHOUSE INC(TXRH)5,7666,451+6859581,0710.26%+113
PENUMBRA INC(PEN)1,5111,581+703834920.12%+109
NVIDIA CORPORATION(NVDA)28,49029,085+5955,3165,4241.33%+109
MANULIFE FINL CORP(MFC)22,95422,687-2677158230.20%+108
LLOYDS BANKING GROUP PLC(LYG)181,253175,610-5,6438239310.23%+108
VERTEX PHARMACEUTICALS INC(VRTX)1,4421,483+415656720.17%+108
KEYSIGHT TECHNOLOGIES INC(KEYS)3,1923,267+755586640.16%+105
ISHARES TR18,31019,596+1,2861,5191,6230.40%+104
TRANSUNION(TRU)7,7288,752+1,0246477500.18%+103
BOOKING HOLDINGS INC(BKNG)333354+211,7981,8960.47%+98
SLB LIMITED(SLB)24,83224,771-618539510.23%+97
TJX COS INC NEW(TJX)10,07510,108+331,4561,5530.38%+96
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)5,7975,840+433894850.12%+96
STRATEGY SHS
EVENTIDE US MRKT
228,344233,789+5,4456,2066,2961.55%+90
P T TELEKOMUNIKASI INDONESIA(TLK)117,239108,878-8,3612,2062,2920.56%+85
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Legacy Wealth Asset Management, LLC — 13F Holdings — Q4 2025 | TickerTrail