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.
Portfolio value
$324 Million
ETFs: $66.3 Million
Technology: $62.6 Million
Financial Services: $44.6 Million
Healthcare: $35.4 Million
Industrials: $29.3 Million
Consumer Cyclical: $28.7 Million
Real Estate: $16.4 Million
Consumer Defensive: $11.2 Million
Other: $29.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
