Legacy Wealth Asset Management, LLC Top Holdings and 13F Report (2025) About Legacy Wealth Asset Management, LLCInvestment ActivityLegacy Wealth Asset Management, LLC has $361.90 million in total holdings as of March 31, 2025.Legacy Wealth Asset Management, LLC owns shares of 339 different stocks, but just 173 companies or ETFs make up 80% of its holdings.Approximately 6.09% of the portfolio was purchased this quarter.About 6.93% of the portfolio was sold this quarter.This quarter, Legacy Wealth Asset Management, LLC has purchased 348 new stocks and bought additional shares in 112 stocks.Legacy Wealth Asset Management, LLC sold shares of 197 stocks and completely divested from 29 stocks this quarter.Largest Holdings FIDELITY WISE ORIGIN BITCOIN $22,144,161iShares Treasury Floating Rate Bond ETF $11,105,387Global X MLP ETF $9,103,195Inspire Global Hope ETF $6,126,173Inspire Small/Mid Cap ETF $5,094,884 Largest New Holdings this Quarter 98887Q104 - Zai Lab $805,380 Holding60687Y109 - Mizuho Financial Group $760,292 Holding067901108 - Barrick Gold $728,436 Holding824596100 - Shinhan Financial Group $627,324 HoldingG8267P108 - SMURFIT WESTROCK PLC $598,983 Holding Largest Purchases this Quarter ZTO Express (Cayman) 114,064 shares (about $2.26M)iShares Treasury Floating Rate Bond ETF 20,940 shares (about $1.06M)Gildan Activewear 18,298 shares (about $809.14K)Zai Lab 22,285 shares (about $805.38K)Mizuho Financial Group 137,984 shares (about $760.29K) Largest Sales this Quarter Accenture 5,464 shares (about $1.70M)Alcon 16,605 shares (about $1.58M)iShares MSCI EAFE Value ETF 20,762 shares (about $1.22M)ASML 1,637 shares (about $1.08M)iShares Core MSCI Emerging Markets ETF 14,567 shares (about $786.18K) 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$22,144,161$30,803 ▲0.1%307,6866.1%SHSTFLOiShares Treasury Floating Rate Bond ETF$11,105,387$1,060,821 ▲10.6%219,2143.1%ETFMLPAGlobal X MLP ETF$9,103,195$190,883 ▲2.1%171,0162.5%ETFBLESInspire Global Hope ETF$6,126,173$199,742 ▲3.4%162,3691.7%ETFISMDInspire Small/Mid Cap ETF$5,094,884$231,981 ▲4.8%149,3231.4%ETFWWJDInspire International ETF$4,935,647$255,674 ▲5.5%160,5361.4%ETFAAPLApple$4,565,687$7,775 ▲0.2%20,5541.3%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$4,411,553$264,330 ▼-5.7%67,6931.2%SHS REP COM UTNVDANVIDIA$3,886,832$192,049 ▼-4.7%35,8631.1%Computer and TechnologyUCIBETRACS CMCI Total Return ETN Series B$3,640,851$375,119 ▲11.5%137,1051.0%ETFAVGOBroadcom$3,590,041$143,153 ▼-3.8%21,4421.0%Computer and TechnologyIBDInspire Corporate Bond ETF$3,389,463$47,191 ▲1.4%142,7140.9%ETFLINDE PLC$3,289,747$111,288 ▲3.5%7,0650.9%SHSPGRProgressive$3,072,074$85,469 ▼-2.7%10,8550.8%FinanceMUFGMitsubishi UFJ Financial Group$2,955,039$171,779 ▼-5.5%216,8040.8%FinanceYUMCYum China$2,886,467$28,945 ▼-1.0%55,4450.8%Retail/WholesaleTAKTakeda Pharmaceutical$2,757,969$663,723 ▲31.7%185,4720.8%MedicalLLYEli Lilly and Company$2,735,425$64,421 ▼-2.3%3,3120.8%MedicalZTOZTO Express (Cayman)$2,678,777$2,263,030 ▲544.3%135,0190.7%TransportationISRGIntuitive Surgical$2,548,164$94,597 ▼-3.6%5,1450.7%MedicalCOCA-COLA EUROPACIFIC PARTNE$2,544,235$2,176 ▼-0.1%29,2340.7%SHSSAPSAP$2,453,542$600,500 ▼-19.7%9,1400.7%Computer and TechnologyHDBHDFC Bank$2,447,650$75,609 ▲3.2%36,8400.7%FinanceIBNICICI Bank$2,445,700$73,032 ▲3.1%77,5920.7%FinanceORLYO'Reilly Automotive$2,433,953$77,359 ▼-3.1%1,6990.7%Retail/WholesaleBSXBoston Scientific$2,332,850$94,121 ▼-3.9%23,1250.6%MedicalCSCOCisco Systems$2,289,688$34,990 ▼-1.5%37,1040.6%Computer and TechnologyASXASE Technology$2,288,173$24,090 ▼-1.0%261,2070.6%Computer and TechnologyVVisa$2,287,452$73,947 ▼-3.1%6,5270.6%Business ServicesSPGSimon Property Group$2,275,628$35,541 ▼-1.5%13,7020.6%FinanceRACEFerrari$2,266,052$49,634 ▼-2.1%5,2960.6%Auto/Tires/TrucksBKNGBooking$2,229,744$78,317 ▼-3.4%4840.6%Retail/WholesaleTPLCTimothy Plan US Large/Mid Cap Core ETF$2,215,060$50,418 ▲2.3%52,1930.6%ETFTTETotalEnergies$2,151,072$150,857 ▲7.5%33,2520.6%EnergyTRIThomson Reuters$2,069,213$59,436 ▼-2.8%11,9760.6%Business ServicesNOWServiceNow$2,009,457$78,818 ▼-3.8%2,5240.6%Computer and TechnologyTLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk$1,993,507$476,687 ▲31.4%134,9700.6%UtilitiesADSKAutodesk$1,952,504$29,583 ▼-1.5%7,4580.5%Computer and TechnologySBACSBA Communications$1,933,448$68,863 ▲3.7%8,7880.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,928,422$382,298 ▼-16.5%11,6170.5%Computer and TechnologyTMToyota Motor$1,923,471$25,420 ▲1.3%10,8960.5%Auto/Tires/TrucksHMCHonda Motor$1,903,034$192,352 ▲11.2%70,1450.5%Auto/Tires/TrucksBBVABanco Bilbao Vizcaya Argentaria$1,887,337$66,275 ▼-3.4%138,5710.5%FinanceBHPBHP Group$1,848,452$317,209 ▲20.7%38,0810.5%Basic MaterialsUBSUBS Group$1,838,229$9,434 ▼-0.5%60,0140.5%FinanceCPCanadian Pacific Kansas City$1,828,058$26,961 ▲1.5%26,0370.5%TransportationCHKPCheck Point Software Technologies$1,817,890$362,849 ▼-16.6%7,9760.5%Computer and TechnologyDGDollar General$1,781,022$463,655 ▲35.2%20,2550.5%Retail/WholesaleTE CONNECTIVITY PLC$1,766,217$1,978 ▼-0.1%12,4980.5%ORD SHSCNICanadian National Railway$1,716,758$544,314 ▲46.4%17,6150.5%TransportationKLACKLA$1,695,421$462,944 ▲37.6%2,4940.5%Computer and TechnologyEQIXEquinix$1,686,959$35,060 ▼-2.0%2,0690.5%FinanceADIAnalog Devices$1,685,155$80,466 ▲5.0%8,3560.5%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,638,944$16,810 ▲1.0%32,5640.5%FinanceSGOLabrdn Physical Gold Shares ETF$1,628,582$19,890 ▲1.2%54,6140.5%ETFAMTAmerican Tower$1,619,597$23,283 ▲1.5%7,4430.4%FinanceCWCurtiss-Wright$1,613,952$134,205 ▼-7.7%5,0870.4%AerospaceCBChubb$1,613,231$126,232 ▲8.5%5,3420.4%FinanceWCNWaste Connections$1,612,465$71,830 ▼-4.3%8,2610.4%Business ServicesEWEdwards Lifesciences$1,591,661$87,483 ▲5.8%21,9600.4%MedicalACNAccenture$1,589,532$1,704,987 ▼-51.8%5,0940.4%Computer and TechnologyAMDAdvanced Micro Devices$1,571,306$69,144 ▲4.6%15,2940.4%Computer and TechnologyCMGChipotle Mexican Grill$1,546,518$42,377 ▲2.8%30,8010.4%Retail/WholesaleSANBanco Santander$1,522,434$47,335 ▼-3.0%227,2290.4%FinanceMDTMedtronic$1,520,881$270 ▼0.0%16,9250.4%MedicalENSGThe Ensign Group$1,506,604$20,186 ▼-1.3%11,6430.4%MedicalADBEAdobe$1,498,835$49,475 ▲3.4%3,9080.4%Computer and TechnologyHPQHP$1,489,639$24,672 ▲1.7%53,7970.4%Computer and TechnologyMMM3M$1,482,410$10,574 ▲0.7%10,0940.4%Multi-Sector ConglomeratesCHEChemed$1,473,076$31,997 ▼-2.1%2,3940.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$1,469,368$55,760 ▼-3.7%17,7610.4%ManufacturingIBMInternational Business Machines$1,456,650$37,548 ▼-2.5%5,8580.4%Computer and TechnologyPHGKoninklijke Philips$1,422,705$118,897 ▲9.1%56,0120.4%MedicalEQNREquinor ASA$1,406,373$322,822 ▲29.8%53,1710.4%EnergyGILGildan Activewear$1,382,450$809,138 ▲141.1%31,2630.4%Consumer DiscretionaryICEIntercontinental Exchange$1,331,528$25,875 ▼-1.9%7,7190.4%FinanceMMCMarsh & McLennan Companies$1,291,407$8,541 ▼-0.7%5,2920.4%FinanceAONAON$1,280,680$13,569 ▼-1.0%3,2090.4%FinanceKOCoca-Cola$1,278,131$4,512 ▼-0.4%17,8460.4%Consumer StaplesTMUST-Mobile US$1,266,606$28,538 ▼-2.2%4,7490.3%Computer and TechnologyDDDuPont de Nemours$1,223,856$2,016 ▼-0.2%16,3880.3%Basic MaterialsERJEmbraer$1,204,342$118,734 ▼-9.0%26,0680.3%AerospaceVGSHVanguard Short-Term Treasury Index ETF$1,183,704$3,639 ▲0.3%20,1690.3%ETFVCTRVictory Capital$1,169,495$239,003 ▼-17.0%20,2090.3%FinanceNSPInsperity$1,151,067$117,605 ▲11.4%12,9000.3%Business ServicesCCICrown Castle$1,130,687$74,003 ▲7.0%10,8480.3%FinanceEENI$1,107,170$84,315 ▲8.2%35,7960.3%EnergyVGLTVanguard Long-Term Treasury Index ETF$1,098,911$10,312 ▲0.9%19,0750.3%ETFTRNOTerreno Realty$1,096,488$68,151 ▼-5.9%17,3440.3%FinanceCRH PLC$1,052,033$139,784 ▼-11.7%11,9590.3%ORDNWGNatWest Group$1,019,351$54,689 ▼-5.1%85,5160.3%FinanceGMABGenmab A/S$966,606$259,357 ▲36.7%49,3670.3%MedicalLAM RESEARCH CORP$962,766$18,030 ▲1.9%13,2430.3%COM NEWBABoeing$938,366$7,504 ▲0.8%5,5020.3%AerospaceATRAptarGroup$936,426$125,678 ▲15.5%6,3110.3%IndustrialsSYKStryker$936,209$13,029 ▼-1.4%2,5150.3%MedicalFSSFederal Signal$929,746$32,730 ▼-3.4%12,6410.3%Multi-Sector ConglomeratesTXRHTexas Roadhouse$927,796$402,745 ▲76.7%5,5680.3%Retail/WholesaleSIVRAberdeen Standard Physical Silver Shares ETF$914,116$19,278 ▲2.2%28,1180.3%ETFNPOEnpro$910,392$77,821 ▼-7.9%5,6270.3%Business ServicesShowing 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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