Legacy Wealth Asset Management, LLC Portfolio Holdings
Legacy Wealth Asset Management, LLC
- $331 Million
- Q2 2025
Legacy Wealth Asset Management, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $331 Million distributed in 349 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $10.4M, Global X Mlp ETF with a value of $9.72M, Northern Lts Fd Tr Iv Inspire with a value of $8.53M, Broadcom Inc. with a value of $5.69M, and Nvidia Corp with a value of $5.51M.
Examining the 13F form we can see an increase of $9.88M in the current position value, from $321M to 331M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
Technology: $64.3 Million
ETFs: $57.2 Million
Financial Services: $48.3 Million
Industrials: $37.1 Million
Healthcare: $35.6 Million
Consumer Cyclical: $29.1 Million
Real Estate: $15.9 Million
Consumer Defensive: $12.4 Million
Other: $30.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 349
- Current Value $331 Million
- Prior Value $321 Million
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 26 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks