Legacy Wealth Asset Management, LLC Portfolio Holdings
Legacy Wealth Asset Management, LLC
- $324 Million
- Q4 2024
Legacy Wealth Asset Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $324 Million distributed in 348 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $10M, Global X Mlp ETF with a value of $8.27M, Northern Lts Fd Tr Iv Inspire with a value of $5.81M, Grayscale Bitcoin Trust (Btc) with a value of $5.35M, and Northern Lts Fd Tr Iv with a value of $5.35M.
Examining the 13F form we can see an decrease of $12.3M in the current position value, from $337M to 324M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 348
- Current Value $324 Million
- Prior Value $337 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 62 stocks
- Sold out of 0 stocks
- Reduced holdings in 254 stocks