Legacy Wealth Asset Management, LLC Top Holdings and 13F Report (2025) About Legacy Wealth Asset Management, LLCInvestment ActivityLegacy Wealth Asset Management, LLC has $393.47 million in total holdings as of June 30, 2025.Legacy Wealth Asset Management, LLC owns shares of 349 different stocks, but just 174 companies or ETFs make up 80% of its holdings.Approximately 10.02% of the portfolio was purchased this quarter.About 8.78% of the portfolio was sold this quarter.This quarter, Legacy Wealth Asset Management, LLC has purchased 339 new stocks and bought additional shares in 162 stocks.Legacy Wealth Asset Management, LLC sold shares of 146 stocks and completely divested from 16 stocks this quarter.Largest Holdings FIDELITY WISE ORIGIN BITCOIN $28,690,354iShares Treasury Floating Rate Bond ETF $10,425,087Global X MLP ETF $9,721,975Inspire International ETF $8,528,604NORTHERN LTS FD TR IV $5,916,169 Largest New Holdings this Quarter 66537J796 - NORTHERN LTS FD TR IV $5,916,169 Holding86280R787 - STRATEGY SHS $5,769,289 Holding48553T106 - KANZHUN $2,609,903 HoldingG8994E103 - Trane Technologies $789,525 Holding06849F108 - BARRICK MNG CORP $776,669 Holding Largest Purchases this Quarter NORTHERN LTS FD TR IV 25,801 shares (about $5.92M)STRATEGY SHS 221,970 shares (about $5.77M)Inspire International ETF 88,329 shares (about $3.03M)KANZHUN 146,295 shares (about $2.61M)O'Reilly Automotive 23,093 shares (about $2.08M) Largest Sales this Quarter Inspire Global Hope ETF 155,592 shares (about $6.32M)Banco Santander 123,489 shares (about $1.02M)Mitsubishi UFJ Financial Group 74,199 shares (about $1.02M)Banco Bilbao Viscaya Argentaria 53,818 shares (about $827.18K)TotalEnergies 12,357 shares (about $758.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIDELITY WISE ORIGIN BITCOIN$28,690,354$229,054 ▼-0.8%305,2497.3%SHSTFLOiShares Treasury Floating Rate Bond ETF$10,425,087$678,102 ▼-6.1%205,8262.6%ETFMLPAGlobal X MLP ETF$9,721,975$1,136,979 ▲13.2%193,6652.5%ETFWWJDInspire International ETF$8,528,604$3,027,035 ▲55.0%248,8652.2%ETFNORTHERN LTS FD TR IV$5,916,169$5,916,169 ▲New Holding25,8011.5%INSPIRE 500 ETFSTRATEGY SHS$5,769,289$5,769,289 ▲New Holding221,9701.5%EVENTIDE US MRKTAVGOBroadcom$5,686,947$223,553 ▼-3.8%20,6311.4%Computer and TechnologyNVDANVIDIA$5,511,007$154,988 ▼-2.7%34,8821.4%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$5,468,736$273,662 ▼-4.8%64,4671.4%SHS REP COM UTAAPLApple$4,205,815$11,284 ▼-0.3%20,4991.1%Computer and TechnologyUCIBETRACS CMCI Total Return ETN Series B$4,077,542$463,578 ▲12.8%154,6921.0%ETFIBDInspire Corporate Bond ETF$3,533,918$107,349 ▲3.1%147,1850.9%ETFLINDE PLC$3,199,808$114,949 ▼-3.5%6,8200.8%SHSUBSUBS Group$2,819,573$789,900 ▲38.9%83,3700.7%FinanceASMLASML$2,754,377$1,843,197 ▲202.3%3,4370.7%Computer and TechnologyISRGIntuitive Surgical$2,644,233$151,611 ▼-5.4%4,8660.7%MedicalPGRProgressive$2,634,976$261,790 ▼-9.0%9,8740.7%FinanceASXASE Technology$2,615,194$83,074 ▼-3.1%253,1650.7%Computer and TechnologyBZKANZHUN$2,609,903$2,609,903 ▲New Holding146,2950.7%Computer and TechnologySAPSAP$2,596,406$183,068 ▼-6.6%8,5380.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,586,742$44,392 ▼-1.7%11,4210.7%Computer and TechnologyBKNGBooking$2,558,844$243,148 ▼-8.7%4420.7%Retail/WholesaleCSCOCisco Systems$2,557,763$16,512 ▼-0.6%36,8660.7%Computer and TechnologyTAKTakeda Pharmaceutical$2,547,576$319,821 ▼-11.2%164,7850.6%MedicalNOWServiceNow$2,543,470$51,404 ▼-2.0%2,4740.6%Computer and TechnologyLLYEli Lilly and Company$2,539,719$42,095 ▼-1.6%3,2580.6%MedicalRACEFerrari$2,464,006$134,954 ▼-5.2%5,0210.6%Auto/Tires/TrucksIBNICICI Bank$2,439,169$171,026 ▼-6.6%72,5080.6%FinanceZTOZTO Express (Cayman)$2,433,081$36,494 ▲1.5%137,0750.6%TransportationBSXBoston Scientific$2,413,073$70,783 ▼-2.8%22,4660.6%MedicalCOCA-COLA EUROPACIFIC PARTNE$2,377,526$333,050 ▼-12.3%25,6420.6%SHSDGDollar General$2,326,146$9,379 ▲0.4%20,3370.6%Retail/WholesaleHDBHDFC Bank$2,324,711$499,812 ▼-17.7%30,3210.6%FinanceADSKAutodesk$2,284,936$23,837 ▼-1.0%7,3810.6%Computer and TechnologyORLYO'Reilly Automotive$2,234,503$2,081,372 ▲1,359.2%24,7920.6%Retail/WholesaleSPGSimon Property Group$2,213,344$10,610 ▲0.5%13,7680.6%FinanceKLACKLA$2,204,416$29,559 ▼-1.3%2,4610.6%Computer and TechnologyAMDAdvanced Micro Devices$2,201,579$31,360 ▲1.4%15,5150.6%Computer and TechnologyCWCurtiss-Wright$2,181,376$303,878 ▼-12.2%4,4650.6%AerospaceVVisa$2,171,131$146,281 ▼-6.3%6,1150.6%Business ServicesYUMCYum China$2,129,806$349,140 ▼-14.1%47,6360.5%Retail/WholesaleTE CONNECTIVITY PLC$2,115,796$7,759 ▲0.4%12,5440.5%ORD SHSCBChubb$2,112,638$564,954 ▲36.5%7,2920.5%FinanceCPCanadian Pacific Kansas City$2,066,331$2,378 ▲0.1%26,0670.5%TransportationSBACSBA Communications$2,063,304$470 ▼0.0%8,7860.5%FinanceTRIThomson Reuters$2,059,973$348,759 ▼-14.5%10,2420.5%Business ServicesTLKPT Telekomunikasi Indonesia, Tbk$2,025,922$260,469 ▼-11.4%119,5940.5%UtilitiesADIAnalog Devices$2,009,365$20,470 ▲1.0%8,4420.5%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$1,956,541$1,018,010 ▼-34.2%142,6050.5%FinanceCMGChipotle Mexican Grill$1,866,931$137,455 ▲7.9%33,2490.5%Retail/WholesaleALCAlcon$1,850,349$1,219,059 ▲193.1%20,9600.5%MedicalCNICanadian National Railway$1,833,497$832 ▲0.0%17,6230.5%TransportationGILGildan Activewear$1,829,168$289,777 ▲18.8%37,1480.5%Consumer DiscretionaryENSGThe Ensign Group$1,815,640$19,591 ▲1.1%11,7700.5%MedicalSGOLabrdn Physical Gold Shares ETF$1,803,292$80,774 ▲4.7%57,1750.5%ETFEWEdwards Lifesciences$1,738,687$21,195 ▲1.2%22,2310.4%MedicalCHKPCheck Point Software Technologies$1,711,369$53,321 ▼-3.0%7,7350.4%Computer and TechnologyIBMInternational Business Machines$1,658,432$68,389 ▼-4.0%5,6260.4%Computer and TechnologyUSFRWisdomTree Floating Rate Treasury Fund$1,656,060$17,759 ▲1.1%32,9170.4%FinanceEQIXEquinix$1,635,486$10,341 ▼-0.6%2,0560.4%FinanceAMTAmerican Tower$1,607,036$38,015 ▼-2.3%7,2710.4%FinanceACNAccenture$1,553,331$30,786 ▲2.0%5,1970.4%Computer and TechnologyADBEAdobe$1,547,520$35,593 ▲2.4%4,0000.4%Computer and TechnologyMMM3M$1,496,213$40,496 ▼-2.6%9,8280.4%Multi-Sector ConglomeratesMDTMedtronic$1,476,224$872 ▲0.1%16,9350.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,473,417$1,740 ▲0.1%17,7820.4%ManufacturingBHPBHP Group$1,472,131$359,184 ▼-19.6%30,6120.4%Basic MaterialsWCNWaste Connections$1,462,764$79,729 ▼-5.2%7,8340.4%Business ServicesPHGKoninklijke Philips$1,414,844$71,676 ▲5.3%59,0010.4%MedicalHPQHP$1,390,624$74,750 ▲5.7%56,8530.4%Computer and TechnologyICEIntercontinental Exchange$1,373,273$42,932 ▼-3.0%7,4850.3%FinanceVGLTVanguard Long-Term Treasury ETF$1,363,099$292,610 ▲27.3%24,2890.3%ETFFSSFederal Signal$1,344,085$1,171 ▼-0.1%12,6300.3%Multi-Sector ConglomeratesMFGMizuho Financial Group$1,320,989$553,798 ▲72.2%237,5880.3%FinanceVGSHVanguard Short-Term Treasury ETF$1,316,305$130,784 ▲11.0%22,3940.3%ETFHMCHonda Motor$1,308,594$713,687 ▼-35.3%45,3900.3%Auto/Tires/TrucksBBVABanco Bilbao Viscaya Argentaria$1,302,654$827,183 ▼-38.8%84,7530.3%FinanceERJEmbraer-Empresa Brasileira de Aeronautica$1,290,377$193,152 ▼-13.0%22,6740.3%AerospaceLAM RESEARCH CORP$1,288,976$97 ▼0.0%13,2420.3%COM NEWTTETotalEnergies$1,282,744$758,596 ▼-37.2%20,8950.3%EnergyEVREvercore$1,266,394$45,903 ▲3.8%4,6900.3%FinanceKOCocaCola$1,260,553$2,052 ▼-0.2%17,8170.3%Consumer StaplesTMToyota Motor$1,242,339$634,606 ▼-33.8%7,2120.3%Auto/Tires/TrucksVCTRVictory Capital$1,188,464$98,243 ▼-7.6%18,6660.3%FinanceCHEChemed$1,183,727$18,016 ▲1.5%2,4310.3%MedicalMMCMarsh & McLennan Companies$1,161,197$4,154 ▲0.4%5,3110.3%FinanceBWXTBWX Technologies$1,157,666$17,143 ▼-1.5%8,0360.3%AerospaceAONAON$1,156,616$11,773 ▲1.0%3,2420.3%FinanceDDDuPont de Nemours$1,156,290$32,237 ▲2.9%16,8580.3%Basic MaterialsBABoeing$1,148,015$4,819 ▼-0.4%5,4790.3%AerospaceTMUST-Mobile US$1,126,970$4,527 ▼-0.4%4,7300.3%Computer and TechnologyCCICrown Castle$1,117,497$3,082 ▲0.3%10,8780.3%FinanceTTEKTetra Tech$1,104,439$14,060 ▲1.3%30,7130.3%IndustrialsMUMicron Technology$1,086,695$10,106 ▲0.9%8,8170.3%Computer and TechnologyNWGNatWest Group$1,083,862$126,190 ▼-10.4%76,5980.3%FinanceNPOEnpro$1,080,917$3,065 ▲0.3%5,6430.3%Business ServicesATRAptarGroup$1,065,445$78,215 ▲7.9%6,8110.3%IndustrialsCATCaterpillar$1,053,990$15,528 ▼-1.5%2,7150.3%IndustrialsTXRHTexas Roadhouse$1,044,998$1,499 ▲0.1%5,5760.3%Retail/WholesaleSIVRabrdn Physical Silver Shares ETF$1,031,612$64,071 ▲6.6%29,9800.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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