Legacy Wealth Asset Management, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $321 Million distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $11.1M, Global X Mlp ETF with a value of $9.14M, Northern Lts Fd Tr Iv Inspire with a value of $6.13M, Northern Lts Fd Tr Iv with a value of $5.11M, and Northern Lts Fd Tr Iv Inspire with a value of $4.95M.
Examining the 13F form we can see an decrease of $3.33M in the current position value, from $324M to 321M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
ETFs: $63.9 Million
Technology: $52.7 Million
Financial Services: $47.9 Million
Healthcare: $35.5 Million
Consumer Cyclical: $29.9 Million
Industrials: $29.7 Million
Real Estate: $16.4 Million
Energy: $12.7 Million
Other: $32.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
