Legacy Wealth Asset Management, LLC Top Holdings and 13F Report (2025) About Legacy Wealth Asset Management, LLCInvestment ActivityLegacy Wealth Asset Management, LLC has $411.51 million in total holdings as of September 30, 2025.Legacy Wealth Asset Management, LLC owns shares of 359 different stocks, but just 179 companies or ETFs make up 80% of its holdings.Approximately 9.12% of the portfolio was purchased this quarter.About 8.75% of the portfolio was sold this quarter.This quarter, Legacy Wealth Asset Management, LLC has purchased 349 new stocks and bought additional shares in 187 stocks.Legacy Wealth Asset Management, LLC sold shares of 125 stocks and completely divested from 20 stocks this quarter.Largest Holdings FIDELITY WISE ORIGIN BITCOIN $30,766,033Global X MLP ETF $10,395,040Inspire International ETF $9,070,794iShares Treasury Floating Rate Bond ETF $8,940,962NORTHERN LTS FD TR IV $6,558,791 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $2,256,517 Holding871607107 - Synopsys $1,497,932 Holding22788C105 - CrowdStrike $1,312,747 Holding032095101 - Amphenol $1,294,549 Holding69608A108 - PALANTIR TECHNOLOGIES INC $1,281,865 Holding Largest Purchases this Quarter Palo Alto Networks 11,082 shares (about $2.26M)Synopsys 3,036 shares (about $1.50M)AON 3,757 shares (about $1.34M)Colgate-Palmolive 16,662 shares (about $1.33M)CrowdStrike 2,677 shares (about $1.31M) Largest Sales this Quarter Dollar General 16,765 shares (about $1.73M)Cisco Systems 22,845 shares (about $1.56M)iShares Treasury Floating Rate Bond ETF 29,092 shares (about $1.47M)Progressive 5,317 shares (about $1.31M)NVIDIA 6,392 shares (about $1.19M) 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$30,766,033$299,131 ▲1.0%308,2467.5%SHSMLPAGlobal X MLP ETF$10,395,040$1,017,788 ▲10.9%214,6852.5%ETFWWJDInspire International ETF$9,070,794$294,569 ▲3.4%257,2182.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$8,940,962$1,471,762 ▼-14.1%176,7342.2%ETFNORTHERN LTS FD TR IV$6,558,791$127,866 ▲2.0%26,3141.6%INSPIRE 500 ETFSTRATEGY SHS$6,206,390$173,245 ▲2.9%228,3441.5%EVENTIDE US MRKTGRAYSCALE BITCOIN TRUST ETF$5,730,288$56,914 ▼-1.0%63,8331.4%SHS REP COM UTAVGOBroadcom$5,626,630$1,179,761 ▼-17.3%17,0551.4%Computer and TechnologyNVDANVIDIA$5,315,664$1,192,619 ▼-18.3%28,4901.3%Computer and TechnologyAAPLApple$5,123,210$96,506 ▼-1.8%20,1201.2%Computer and TechnologyUCIBETRACS CMCI Total Return ETN Series B$4,574,967$371,335 ▲8.8%168,3571.1%ETFIBDInspire Corporate Bond ETF$3,661,943$107,419 ▲3.0%151,6330.9%ETFLINDE PLC$3,647,525$408,025 ▲12.6%7,6790.9%SHSTSMTaiwan Semiconductor Manufacturing$3,000,133$189,638 ▼-5.9%10,7420.7%Computer and TechnologyCBChubb$2,923,828$865,661 ▲42.1%10,3590.7%FinanceASMLASML$2,885,876$441,449 ▼-13.3%2,9810.7%Computer and TechnologyLAM RESEARCH CORP$2,880,457$1,107,353 ▲62.5%21,5120.7%COM NEWBZKANZHUN$2,846,603$570,848 ▼-16.7%121,8580.7%Computer and TechnologyASXASE Technology$2,777,624$29,976 ▼-1.1%250,4620.7%Computer and TechnologyZTOZTO Express (Cayman)$2,645,011$13,171 ▲0.5%137,7610.6%TransportationAONAON$2,495,703$1,339,671 ▲115.9%6,9990.6%FinanceRACEFerrari$2,475,107$38,818 ▲1.6%5,1010.6%Auto/Tires/TrucksGILGildan Activewear$2,452,049$304,895 ▲14.2%42,4230.6%Consumer DiscretionaryTAKTakeda Pharmaceutical$2,437,296$24,844 ▲1.0%166,4820.6%MedicalKLACKLA$2,385,863$268,571 ▼-10.1%2,2120.6%Computer and TechnologyUBSUBS Group$2,376,606$1,041,564 ▼-30.5%57,9660.6%FinanceCOCA-COLA EUROPACIFIC PARTNE$2,330,137$11,844 ▲0.5%25,7730.6%SHSSAPSAP$2,289,990$8,551 ▲0.4%8,5700.6%Computer and TechnologyMUFGMitsubishi UFJ Financial Group$2,280,616$7,492 ▲0.3%143,0750.6%FinanceCWCurtiss-Wright$2,264,603$159,624 ▼-6.6%4,1710.6%AerospacePANWPalo Alto Networks$2,256,517$2,256,517 ▲New Holding11,0820.5%Computer and TechnologyORLYO'Reilly Automotive$2,254,307$418,518 ▼-15.7%20,9100.5%Retail/WholesaleIBNICICI Bank$2,212,352$20,435 ▲0.9%73,1840.5%FinanceTLKPT Telekomunikasi Indonesia, Tbk$2,206,438$44,321 ▼-2.0%117,2390.5%UtilitiesSGOLabrdn Physical Gold Shares ETF$2,196,223$91,620 ▲4.4%59,6640.5%ETFBLACKROCK INC$2,163,855$1,169,368 ▲117.6%1,8560.5%COMHDBHDFC Bank$2,092,778$1,057,013 ▲102.1%61,2640.5%FinanceAMDAdvanced Micro Devices$2,075,119$435,053 ▼-17.3%12,8260.5%Computer and TechnologyYUMCYum China$2,060,203$15,666 ▲0.8%48,0010.5%Retail/WholesaleVVisa$2,028,821$58,717 ▼-2.8%5,9430.5%Business ServicesNOWServiceNow$2,023,696$253,077 ▼-11.1%2,1990.5%Computer and TechnologyPHGKoninklijke Philips$2,016,967$408,600 ▲25.4%73,9900.5%MedicalADIAnalog Devices$2,009,089$65,111 ▼-3.1%8,1770.5%Computer and TechnologyBSXBoston Scientific$1,976,031$217,324 ▼-9.9%20,2400.5%MedicalCPCanadian Pacific Kansas City$1,967,281$25,550 ▲1.3%26,4100.5%TransportationADPAutomatic Data Processing$1,963,809$1,224,482 ▲165.6%6,6910.5%Computer and TechnologyENSGThe Ensign Group$1,953,856$79,647 ▼-3.9%11,3090.5%MedicalTXNTexas Instruments$1,931,002$1,050,017 ▲119.2%10,5100.5%Computer and TechnologyCLColgate-Palmolive$1,887,543$1,331,960 ▲239.7%23,6120.5%Consumer StaplesBKNGBooking$1,797,957$588,520 ▼-24.7%3330.4%Retail/WholesaleTE CONNECTIVITY PLC$1,709,480$1,044,304 ▼-37.9%7,7870.4%ORD SHSBHPBHP Group$1,692,514$14,105 ▼-0.8%30,3590.4%Basic MaterialsCNICanadian National Railway$1,686,084$24,235 ▲1.5%17,8800.4%TransportationUSFRWisdomTree Floating Rate Treasury Fund$1,672,360$17,645 ▲1.1%33,2680.4%FinanceLLYEli Lilly and Company$1,638,934$846,935 ▼-34.1%2,1480.4%MedicalCHKPCheck Point Software Technologies$1,630,037$29,588 ▲1.8%7,8780.4%Computer and TechnologyBBVABanco Bilbao Viscaya Argentaria$1,612,438$19,058 ▼-1.2%83,7630.4%FinanceTRIThomson Reuters$1,610,927$20,038 ▲1.3%10,3710.4%Business ServicesMFGMizuho Financial Group$1,599,102$7,263 ▲0.5%238,6720.4%FinanceEQIXEquinix$1,592,327$18,015 ▼-1.1%2,0330.4%FinanceMDTMedtronic$1,589,079$23,810 ▼-1.5%16,6850.4%MedicalHPQHP$1,588,979$40,872 ▲2.6%58,3540.4%Computer and TechnologyALCAlcon$1,578,792$17,063 ▲1.1%21,1890.4%MedicalSPGSimon Property Group$1,554,471$1,029,370 ▼-39.8%8,2830.4%FinanceMMM3M$1,549,606$24,518 ▲1.6%9,9860.4%Multi-Sector ConglomeratesAMTAmerican Tower$1,522,405$124,046 ▲8.9%7,9160.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,518,998$43,803 ▲3.0%18,3100.4%ManufacturingSNPSSynopsys$1,497,932$1,497,932 ▲New Holding3,0360.4%Computer and TechnologyICEIntercontinental Exchange$1,486,162$225,089 ▲17.8%8,8210.4%FinanceTJXTJX Companies$1,456,241$509,359 ▲53.8%10,0750.4%Retail/WholesaleBWXTBWX Technologies$1,452,098$29,499 ▼-2.0%7,8760.4%AerospaceADBEAdobe$1,447,333$36,333 ▲2.6%4,1030.4%Computer and TechnologyFSSFederal Signal$1,438,708$64,136 ▼-4.3%12,0910.3%Multi-Sector ConglomeratesVGLTVanguard Long-Term Treasury ETF$1,433,611$52,539 ▲3.8%25,2130.3%ETFGMABGenmab A/S$1,428,823$13,219 ▼-0.9%46,5870.3%MedicalMUMicron Technology$1,421,383$53,877 ▼-3.7%8,4950.3%Computer and TechnologyHMCHonda Motor$1,402,416$4,404 ▲0.3%45,5330.3%Auto/Tires/TrucksWCNWaste Connections$1,387,941$10,724 ▲0.8%7,8950.3%Business ServicesTMToyota Motor$1,387,504$9,363 ▲0.7%7,2610.3%Auto/Tires/TrucksVGSHVanguard Short-Term Treasury ETF$1,371,955$54,083 ▲4.1%23,3130.3%ETFSIVRabrdn Physical Silver Shares ETF$1,367,627$34,116 ▲2.6%30,7470.3%ETFTSLATesla$1,365,290$18,678 ▲1.4%3,0700.3%Auto/Tires/TrucksMCDMcDonald's$1,358,388$674,940 ▲98.8%4,4700.3%Retail/WholesaleERJEmbraer-Empresa Brasileira de Aeronautica$1,328,570$42,073 ▼-3.1%21,9780.3%AerospaceCRWDCrowdStrike$1,312,747$1,312,747 ▲New Holding2,6770.3%Computer and TechnologyAPHAmphenol$1,294,549$1,294,549 ▲New Holding10,4610.3%Computer and TechnologyISRGIntuitive Surgical$1,286,233$889,987 ▼-40.9%2,8760.3%MedicalEVREvercore$1,286,201$295,830 ▼-18.7%3,8130.3%FinancePALANTIR TECHNOLOGIES INC$1,281,865$1,281,865 ▲New Holding7,0270.3%CL ACATCaterpillar$1,281,148$14,315 ▼-1.1%2,6850.3%IndustrialsADSKAutodesk$1,280,845$1,063,876 ▼-45.4%4,0320.3%Computer and TechnologyTTETotalEnergies$1,259,698$12,475 ▲1.0%21,1040.3%EnergyBARRICK MNG CORP$1,175,788$46,664 ▼-3.8%35,8800.3%COM SHSBABoeing$1,162,892$19,641 ▼-1.7%5,3880.3%AerospaceCDNSCadence Design Systems$1,161,968$1,161,968 ▲New Holding3,3080.3%Computer and TechnologyCELESTICA INC$1,151,580$49,522 ▼-4.1%4,6740.3%COMCHEChemed$1,140,842$52,386 ▲4.8%2,5480.3%MedicalSCHWCharles Schwab$1,130,651$284,119 ▲33.6%11,8430.3%FinancePGRProgressive$1,125,351$1,313,033 ▼-53.8%4,5570.3%FinanceBKBank of New York Mellon$1,116,840$25,279 ▼-2.2%10,2500.3%FinanceShowing 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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