Legacy Wealth Asset Management, LLC Top Holdings and 13F Report (2025) About Legacy Wealth Asset Management, LLCInvestment ActivityLegacy Wealth Asset Management, LLC has $367.40 million in total holdings as of December 31, 2024.Legacy Wealth Asset Management, LLC owns shares of 348 different stocks, but just 176 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 6.05% of the portfolio was sold this quarter.This quarter, Legacy Wealth Asset Management, LLC has purchased 345 new stocks and bought additional shares in 62 stocks.Legacy Wealth Asset Management, LLC sold shares of 254 stocks and completely divested from 17 stocks this quarter.Largest Holdings FIDELITY WISE ORIGIN BITCOIN $25,066,108iShares Treasury Floating Rate Bond ETF $10,006,901Global X MLP ETF $8,272,712Inspire Global Hope ETF $5,810,195Inspire Small/Mid Cap ETF $5,347,482 Largest New Holdings this Quarter LAM RESEARCH CORP $938,629 HoldingBLACKROCK INC $904,147 HoldingAptarGroup $858,394 HoldingiShares MSCI EAFE ETF $821,654 HoldingGRAYSCALE BITCOIN MINI TR ET $765,886 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 20,762 shares (about $1.09M)LAM RESEARCH CORP 12,995 shares (about $938.63K)BLACKROCK INC 882 shares (about $904.15K)AptarGroup 5,464 shares (about $858.39K)iShares MSCI EAFE ETF 10,867 shares (about $821.65K) Largest Sales this Quarter FIDELITY WISE ORIGIN BITCOIN 30,149 shares (about $2.46M)GRAYSCALE BITCOIN TRUST ETF 20,423 shares (about $1.51M)NVIDIA 7,135 shares (about $958.16K)Apple 3,413 shares (about $854.69K)Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk 25,153 shares (about $413.77K) 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$25,066,108$2,459,555 ▼-8.9%307,2586.8%SHSTFLOiShares Treasury Floating Rate Bond ETF$10,006,901$156,911 ▲1.6%198,2742.7%ETFMLPAGlobal X MLP ETF$8,272,712$711,010 ▲9.4%167,4302.3%ETFBLESInspire Global Hope ETF$5,810,195$58,037 ▲1.0%157,0751.6%ETFISMDInspire Small/Mid Cap ETF$5,347,482$12,269 ▼-0.2%142,5241.5%ETFGRAYSCALE BITCOIN TRUST ETF$5,310,861$1,511,710 ▼-22.2%71,7491.4%SHS REP COM UTAVGOBroadcom$5,169,347$98,300 ▼-1.9%22,2971.4%Computer and TechnologyAAPLApple$5,138,387$854,687 ▼-14.3%20,5191.4%Computer and TechnologyNVDANVIDIA$5,054,004$958,159 ▼-15.9%37,6351.4%Computer and TechnologyWWJDInspire International ETF$4,414,380$100,746 ▲2.3%152,2201.2%ETFACNAccenture$3,714,199$168,859 ▼-4.3%10,5581.0%Computer and TechnologyIBDInspire Corporate Bond ETF$3,298,647$1,477 ▼0.0%140,7270.9%ETFUCIBETRACS CMCI Total Return ETN Series B$3,167,325$158,136 ▲5.3%122,9790.9%ETFLINDE PLC$2,857,841$28,470 ▼-1.0%6,8260.8%SHSSAPSAP$2,801,131$80,018 ▼-2.8%11,3770.8%Computer and TechnologyISRGIntuitive Surgical$2,785,179$212,960 ▼-7.1%5,3360.8%MedicalNOWServiceNow$2,780,695$213,084 ▼-7.1%2,6230.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,749,061$120,271 ▼-4.2%13,9200.7%Computer and TechnologyYUMCYum China$2,697,568$187,140 ▼-6.5%56,0010.7%Retail/WholesaleMUFGMitsubishi UFJ Financial Group$2,688,650$68,011 ▼-2.5%229,4070.7%FinancePGRProgressive$2,673,329$130,108 ▼-4.6%11,1570.7%FinanceASXASE Technology$2,658,047$42,838 ▼-1.6%263,9570.7%Computer and TechnologyLLYEli Lilly and Company$2,617,091$142,821 ▼-5.2%3,3900.7%MedicalBKNGBooking$2,489,178$193,768 ▼-7.2%5010.7%Retail/WholesaleSPGSimon Property Group$2,396,474$51,146 ▼-2.1%13,9160.7%FinanceRACEFerrari$2,299,234$850 ▲0.0%5,4120.6%Auto/Tires/TrucksHDBHDFC Bank$2,279,930$23,309 ▼-1.0%35,7020.6%FinanceIBNICICI Bank$2,247,712$15,348 ▼-0.7%75,2750.6%FinanceCOCA-COLA EUROPACIFIC PARTNE$2,247,384$19,894 ▼-0.9%29,2590.6%SHSADSKAutodesk$2,237,760$67,390 ▼-2.9%7,5710.6%Computer and TechnologyCSCOCisco Systems$2,230,123$80,334 ▼-3.5%37,6710.6%Computer and TechnologyTPLCTimothy Plan US Large/Mid Cap Core ETF$2,184,477$12,763 ▼-0.6%51,0050.6%ETFBSXBoston Scientific$2,148,861$40,194 ▼-1.8%24,0580.6%MedicalVVisa$2,129,478$37,609 ▼-1.7%6,7380.6%Business ServicesTMToyota Motor$2,092,447$36,781 ▼-1.7%10,7520.6%Auto/Tires/TrucksORLYO'Reilly Automotive$2,078,707$5,929 ▼-0.3%1,7530.6%Retail/WholesaleALCAlcon$2,016,647$298,134 ▼-12.9%23,7560.5%MedicalEQIXEquinix$1,991,384$29,230 ▼-1.4%2,1120.5%FinanceTRIThomson Reuters$1,975,882$4,811 ▼-0.2%12,3200.5%Business ServicesCWCurtiss-Wright$1,955,334$130,947 ▼-6.3%5,5100.5%AerospaceASMLASML$1,922,604$25,644 ▲1.4%2,7740.5%Computer and TechnologyTAKTakeda Pharmaceutical$1,864,682$275,114 ▼-12.9%140,8370.5%MedicalCPCanadian Pacific Kansas City$1,856,508$15,270 ▼-0.8%25,6530.5%TransportationUBSUBS Group$1,828,963$11,613 ▼-0.6%60,3220.5%FinanceCMGChipotle Mexican Grill$1,806,407$29,065 ▲1.6%29,9570.5%Retail/WholesaleHMCHonda Motor$1,800,220$180,493 ▼-9.1%63,0550.5%Auto/Tires/TrucksTE CONNECTIVITY PLC$1,788,841$7,149 ▲0.4%12,5120.5%ORD SHSCHKPCheck Point Software Technologies$1,786,346$11,015 ▼-0.6%9,5680.5%Computer and TechnologyAMDAdvanced Micro Devices$1,766,071$26,332 ▼-1.5%14,6210.5%Computer and TechnologySBACSBA Communications$1,727,205$159,983 ▼-8.5%8,4750.5%FinanceHPQHP$1,726,323$3,850 ▼-0.2%52,9060.5%Computer and TechnologyADIAnalog Devices$1,690,544$52,053 ▼-3.0%7,9570.5%Computer and TechnologyTLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk$1,689,349$413,767 ▼-19.7%102,6960.5%UtilitiesTTETotalEnergies$1,685,140$139,139 ▼-7.6%30,9200.5%Oils/EnergyADBEAdobe$1,680,446$20,011 ▼-1.2%3,7790.5%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,621,833$18,770 ▲1.2%32,2300.4%FinanceVCTRVictory Capital$1,593,231$46,608 ▲3.0%24,3390.4%FinanceENSGThe Ensign Group$1,567,615$49,158 ▼-3.0%11,7990.4%MedicalBHPBHP Group$1,540,391$282,921 ▼-15.5%31,5460.4%Basic MaterialsEWEdwards Lifesciences$1,536,345$66,331 ▼-4.1%20,7530.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,511,301$36,071 ▼-2.3%18,4350.4%ManufacturingWCNWaste Connections$1,480,564$14,927 ▼-1.0%8,6290.4%Business ServicesBBVABanco Bilbao Vizcaya Argentaria$1,394,208$13,443 ▼-1.0%143,4370.4%FinanceCBChubb$1,360,501$34,261 ▼-2.5%4,9240.4%FinanceMDTMedtronic$1,352,209$7,589 ▼-0.6%16,9280.4%MedicalSGOLabrdn Physical Gold Shares ETF$1,351,366$134,568 ▲11.1%53,9470.4%ETFAMTAmerican Tower$1,345,496$62,176 ▼-4.4%7,3360.4%FinanceEFViShares MSCI EAFE Value ETF$1,330,377$1,089,382 ▲452.0%25,3550.4%ETFIBMInternational Business Machines$1,320,958$50,341 ▼-3.7%6,0090.4%Computer and TechnologyEVREvercore$1,300,298$118,083 ▼-8.3%4,6910.4%FinancePHGKoninklijke Philips$1,299,701$14,230 ▲1.1%51,3310.4%MedicalCHEChemed$1,295,891$59,338 ▼-4.4%2,4460.4%MedicalMMM3M$1,293,782$108,310 ▲9.1%10,0220.4%Multi-Sector ConglomeratesCRH PLC$1,253,461$23,500 ▼-1.8%13,5480.3%ORDDDDuPont de Nemours$1,251,644$2,135 ▲0.2%16,4150.3%Basic MaterialsTTEKTetra Tech$1,227,630$53,027 ▼-4.1%30,8140.3%Industrial ProductsCNICanadian National Railway$1,221,165$130,948 ▼-9.7%12,0300.3%TransportationTSLATesla$1,219,597$801,219 ▲191.5%3,0200.3%Auto/Tires/TrucksAAONAAON$1,209,162$28,361 ▼-2.3%10,2750.3%ConstructionFSSFederal Signal$1,209,016$82,966 ▼-6.4%13,0860.3%Multi-Sector ConglomeratesICEIntercontinental Exchange$1,172,560$41,872 ▼-3.4%7,8690.3%FinanceVGSHVanguard Short-Term Treasury Index ETF$1,169,811$12,101 ▲1.0%20,1070.3%ETFAONAON$1,164,756$11,493 ▼-1.0%3,2430.3%FinanceKLACKLA$1,142,408$278,513 ▼-19.6%1,8130.3%Computer and TechnologyDGDollar General$1,135,935$200,468 ▼-15.0%14,9820.3%Retail/WholesaleMMCMarsh & McLennan Companies$1,131,508$7,434 ▲0.7%5,3270.3%FinanceKOCoca-Cola$1,115,014$2,553 ▼-0.2%17,9090.3%Consumer StaplesTRNOTerreno Realty$1,089,477$28,328 ▼-2.5%18,4220.3%FinanceTMUST-Mobile US$1,071,865$30,461 ▼-2.8%4,8560.3%Computer and TechnologySANBanco Santander$1,068,381$14,259 ▼-1.3%234,2940.3%FinanceNPOEnpro$1,053,325$33,628 ▼-3.1%6,1080.3%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$1,051,450$760,689 ▲261.6%20,1350.3%ETFERJEmbraer$1,050,442$98,779 ▼-8.6%28,6380.3%AerospaceVGLTVanguard Long-Term Treasury Index ETF$1,045,894$23,801 ▲2.3%18,8960.3%ETFCATCaterpillar$1,016,454$50,061 ▼-4.7%2,8020.3%Industrial ProductsGMGeneral Motors$991,088$49,328 ▼-4.7%18,6050.3%Auto/Tires/TrucksEQNREquinor ASA$970,485$338,080 ▼-25.8%40,9660.3%Oils/EnergyBABoeing$966,066$1,239 ▼-0.1%5,4580.3%AerospaceLAM RESEARCH CORP$938,629$938,629 ▲New Holding12,9950.3%COM NEWBWXTBWX Technologies$935,230$18,045 ▼-1.9%8,3960.3%Computer and TechnologyShowing largest 100 holdings. 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