Legacy Wealth Asset Management, LLC Portfolio Holdings
Legacy Wealth Asset Management, LLC
- $337 Million
- Q3 2024
Legacy Wealth Asset Management, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $337 Million distributed in 345 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $9.88M, Global X Mlp ETF with a value of $7.34M, Northern Lts Fd Tr Iv Inspire with a value of $6.14M, Apple Inc. with a value of $5.57M, and Northern Lts Fd Tr Iv with a value of $5.41M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $324M to 337M.
Below you can find more details about Legacy Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
Technology: $65.9 Million
ETFs: $60.7 Million
Financial Services: $46 Million
Healthcare: $38.2 Million
Industrials: $31.7 Million
Consumer Cyclical: $27.8 Million
Real Estate: $18.9 Million
Energy: $13.1 Million
Other: $34.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 345
- Current Value $337 Million
- Prior Value $324 Million
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 166 stocks
- Sold out of 0 stocks
- Reduced holdings in 145 stocks