Legacy Wealth Asset Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $340 Million distributed in 359 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Global X Mlp ETF with a value of $10.4M, Northern Lts Fd Tr Iv Inspire with a value of $9.07M, Ishares Treasury Floating Rate with a value of $8.94M, Grayscale Bitcoin Trust (Btc) with a value of $5.73M, and Broadcom Inc. with a value of $5.63M.
Examining the 13F form we can see an increase of $9.4M in the current position value, from $331M to 340M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
Technology: $73.4 Million
ETFs: $59 Million
Financial Services: $51.3 Million
Industrials: $40.6 Million
Healthcare: $32.5 Million
Consumer Cyclical: $30.2 Million
Real Estate: $12.3 Million
Energy: $10.7 Million
Other: $30.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
