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Size ($ in 1000's)
At 03/31/2024: $359,590
At 12/31/2023: $304,818
Legacy Wealth Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Wealth Asset Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Legacy Wealth Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by Legacy Wealth Asset Management LLC.
In the Legacy Wealth Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Legacy Wealth Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the Legacy Wealth Asset Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| FIDELITY WISE ORIGIN BITCOIN |
352,594 |
+352,594 |
$21,882 | | FBTC | 352,594 | +352,594 | $21,882 | | ISHARES TR (TFLO) |
211,460 |
-100 |
$10,719 | | TFLO | 211,460 | -100 | $10,719 | | GLOBAL X FDS |
160,854 |
+41,965 |
$7,756 | | MLPA | 160,854 | +41,965 | $7,756 | | GRAYSCALE BITCOIN TR BTC |
104,705 |
+104,705 |
$6,614 | | GBTC | 104,705 | +104,705 | $6,614 | | NORTHERN LTS FD TR IV |
149,185 |
+10,070 |
$5,608 | | BLES | 149,185 | +10,070 | $5,608 | | NVIDIA CORPORATION |
6,034 |
+3 |
$5,452 | | NVDA | 6,034 | +3 | $5,452 | | NORTHERN LTS FD TR IV |
136,472 |
+8,455 |
$4,914 | | ISMD | 136,472 | +8,455 | $4,914 | | NORTHERN LTS FD TR IV |
138,224 |
+8,786 |
$4,149 | | WWJD | 138,224 | +8,786 | $4,149 | | APPLE INC |
23,718 |
+3,442 |
$4,067 | | AAPL | 23,718 | +3,442 | $4,067 | | ACCENTURE PLC IRELAND |
11,270 |
+184 |
$3,906 | | ACN | 11,270 | +184 | $3,906 | | LINDE PLC |
8,110 |
+96 |
$3,766 | | LIN | 8,110 | +96 | $3,766 | | UBS AG LONDON BRANCH |
133,668 |
+18,294 |
$3,409 | | UCIB | 133,668 | +18,294 | $3,409 | | ELI LILLY & CO |
4,106 |
-316 |
$3,194 | | LLY | 4,106 | -316 | $3,194 | | NORTHERN LTS FD TR IV |
128,422 |
+4,515 |
$3,015 | | IBD | 128,422 | +4,515 | $3,015 | | TOYOTA MOTOR CORP |
11,470 |
-701 |
$2,887 | | TM | 11,470 | -701 | $2,887 | | TAIWAN SEMICONDUCTOR MFG LTD |
20,769 |
-1,558 |
$2,826 | | TSM | 20,769 | -1,558 | $2,826 | | ADVANCED MICRO DEVICES INC |
15,175 |
-1,706 |
$2,739 | | AMD | 15,175 | -1,706 | $2,739 | | ASE TECHNOLOGY HLDG CO LTD |
242,081 |
+8,213 |
$2,660 | | ASX | 242,081 | +8,213 | $2,660 | | ASML HOLDING N V |
2,714 |
-117 |
$2,634 | | ASML | 2,714 | -117 | $2,634 | | SAP SE |
13,408 |
-439 |
$2,615 | | SAP | 13,408 | -439 | $2,615 | | PROGRESSIVE CORP |
12,341 |
-359 |
$2,552 | | PGR | 12,341 | -359 | $2,552 | | MITSUBISHI UFJ FINL GROUP IN |
244,160 |
-1,340 |
$2,498 | | MUFG | 244,160 | -1,340 | $2,498 | | BROADCOM INC |
1,879 |
-76 |
$2,490 | | AVGO | 1,879 | -76 | $2,490 | | INTUITIVE SURGICAL INC |
6,200 |
-193 |
$2,474 | | ISRG | 6,200 | -193 | $2,474 | | SUMITOMO MITSUI FINL GROUP I |
206,342 |
-748 |
$2,429 | | SMFG | 206,342 | -748 | $2,429 | | INTERNATIONAL BUSINESS MACHS |
12,606 |
-368 |
$2,407 | | IBM | 12,606 | -368 | $2,407 | | FERRARI N V |
5,509 |
+251 |
$2,402 | | RACE | 5,509 | +251 | $2,402 | | HONDA MOTOR LTD |
62,013 |
+1,621 |
$2,309 | | HMC | 62,013 | +1,621 | $2,309 | | TOTALENERGIES SE |
32,503 |
+927 |
$2,237 | | TTE | 32,503 | +927 | $2,237 | | YUM CHINA HLDGS INC |
56,075 |
+2,080 |
$2,231 | | YUMC | 56,075 | +2,080 | $2,231 | | SERVICENOW INC |
2,924 |
-160 |
$2,229 | | NOW | 2,924 | -160 | $2,229 | | TAKEDA PHARMACEUTICAL CO LTD |
157,546 |
+2,018 |
$2,188 | | TAK | 157,546 | +2,018 | $2,188 | | AMERICAN TOWER CORP NEW |
11,060 |
+306 |
$2,185 | | AMT | 11,060 | +306 | $2,185 | | TIMOTHY PLAN |
50,249 |
+2,891 |
$2,116 | | TPLC | 50,249 | +2,891 | $2,116 | | COCA COLA EUROPACIFIC PARTNE |
29,627 |
+787 |
$2,072 | | CCEP | 29,627 | +787 | $2,072 | | CHECK POINT SOFTWARE TECH LT |
12,563 |
-338 |
$2,060 | | CHKP | 12,563 | -338 | $2,060 | | CANADIAN PACIFIC KANSAS CITY |
23,246 |
+236 |
$2,050 | | CP | 23,246 | +236 | $2,050 | | ICICI BANK LIMITED |
77,224 |
+1,127 |
$2,039 | | IBN | 77,224 | +1,127 | $2,039 | | P T TELEKOMUNIKASI INDONESIA |
91,559 |
+16,131 |
$2,038 | | TLK | 91,559 | +16,131 | $2,038 | | BHP GROUP LTD |
35,254 |
+1,575 |
$2,034 | | BHP | 35,254 | +1,575 | $2,034 | | AUTODESK INC |
7,586 |
-71 |
$1,976 | | ADSK | 7,586 | -71 | $1,976 | | HDFC BANK LTD |
35,003 |
+6,857 |
$1,959 | | HDB | 35,003 | +6,857 | $1,959 | | THOMSON REUTERS CORP. |
12,469 |
-216 |
$1,943 | | TRI | 12,469 | -216 | $1,943 | | BANCO BILBAO VIZCAYA ARGENTA |
164,022 |
-5,969 |
$1,942 | | BBVA | 164,022 | -5,969 | $1,942 | | S&P GLOBAL INC |
4,392 |
-3 |
$1,869 | | SPGI | 4,392 | -3 | $1,869 | | SIMON PPTY GROUP INC NEW |
11,940 |
+32 |
$1,868 | | SPG | 11,940 | +32 | $1,868 | | CISCO SYS INC |
37,177 |
+522 |
$1,856 | | CSCO | 37,177 | +522 | $1,856 | | ADOBE INC |
3,660 |
-51 |
$1,847 | | ADBE | 3,660 | -51 | $1,847 | | VERTEX PHARMACEUTICALS INC |
4,384 |
-8 |
$1,833 | | VRTX | 4,384 | -8 | $1,833 | | BOOKING HOLDINGS INC |
496 |
-19 |
$1,799 | | BKNG | 496 | -19 | $1,799 |
See Full List: All Stocks Held By Legacy Wealth Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Wealth Asset Management LLC
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