Legacy-Wealth-Asset-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "SPSC", "ARGX", "IOSP", "TRU", "CIB", "XP", "ITUB", "RJF", "AFG", "GIL", "OLLI", "RBA.TO", "ALSN", "QSR", "ATR", "NPO", "MU", "KRG", "ACN", "MMM", "ABT", "ADBE", "VONG", null, "AMG", "MT", "TEAM", "ASML", "BLK", "ASX", "E", null, "CAT", "AVGO", "LOW", "CLS", "BRO", "CP.TO", "GMAB", "SAN", "BSX", "CCI", "PHG", "DUK", "D", "NICE", "DT", null, null, "TLK", "ESS", "PUK", null, "ERJ", "EHC", "EQNR", "EOG", "UTZ", "FERG", "IPAR", "GD", "GILD", "AIV", "HON", "HD", "HPQ", "IBN", "MCD", "SNN", "UNP", "QCOM", "ISRG", null, "HEI-A", "HSBC", "HLI", null, "HMC", "ITW", "ING", "BKNG", "ICE", "META", "LPSN", "NEUE", null, null, "KNSL", "LRCX", "LIN", "ENSG", "MMC", "MDT", "MSFT", "MFG", "MDLZ", "MUFG", "TMUS", null, "EQIX", "EVR", "FSS", "FIS", "GWRE", "HOLX", "NU", "FMC", "OXY", null, null, "ORLY", "ICLR", "ZTO", "DG", "EFG", "KLAC", "KHC", "NOC", null, "AMH", "PEP", "PNC", "VGSH", "PGR", "IEMG", "PBR", "AAPL", "HLN", "NVDA", "LMT", "PSTG", "KEYS", null, "MGA", "AMGN", "NYT", "SPGI", "RY", "RELX", null, "NOW", "SHW", "SHOP", "SLB", "SPG", "ROST", "SNA", "RIO", "SHEL", "RTX", "SAP", "BP", "AMT", "IBM", "SSNC", "SYK", "ERIC", "TEL", "VIV", "TPR", "TXN", "TXRH", "TM", "TJX", "TFC", "UBS", "UPS", "UHAL-B", "DTM", "SCHW", "MDU", "ALC", "VWO", "LKQ", "SIVR", "SBAC", null, "EXP", "EME", "LYG", "TTE", null, "GDDY", "TSM", "LRN", "RMD", "VTR", "DD", "VRTX", "EW", "SAIA", "PRGO", "LFUS", "ST", "PEN", "MSA", "ADSK", "AON", "SFM", "GM", "ACGL", "USFD", "AMD", "AVB", "EL", "FI", "VVV", "F", "DECK", "WM", "WCN", "BKR", "SGOL", "NSP", "KNF", "LANC", "LSTR", "RACE", "LMAT", "COLD", "FNB", "REXR", "AAON", "ELS", "EGP", "HDB", "USB", "VUG", "VGLT", "VOO", "VCTR", "V", "WELL", "WTM", "WINA", "WPP", "XEL", "YUMC", "YUM", "ZLAB", "POWI", "GRMN", "FNF", "MTB", "CNQ", "BIIB", "CHKP", "JHX", "ELMD", "MFC", "MNDY", null, "SO", "TAK", "USPH", "UFPI", "SW", "TCOM", "SHG", null, "TDY", "PTEN", "OTEX", "LYV", "HALO", "LNTH", "MELI", "TRI.TO", "OLED", "ZBH", "MTH", "NVT", null, "EXR", "PSA", "EG", "PAYC", "FDX", "STM", "STE", "MKTX", "AVNT", "ADP", "BCPC", "AVTR", null, "BBVA", "BBD", "BCS", "BK", "BHP", "BJ", "BOKF", "BA", "BAH", "BMY", "BWXT", "CAE", "CNI", "CPT", "CX", "CPK", "CHE", "CVX", "CB", "CMG", "CSCO", "CME", "KO", "CCEP", "CTSH", "CL", "COP", "CPRT", "CPNG", "BAP", "CRH", "CR", "CSX", "CWK", "CW", "CYBR", "DE", "DSGX", "DXCM", "ADI", "TRNO", "TTEK", "NEE", "NKE", "XOM", "LLY", "TSLA", "PLD", null, "MCHP", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 339
- Total Value
- 361900846
- Accession Number
- 0001085146-25-001937
- Form Type
- 13F-HR
- Manager Name
- Legacy-Wealth-Asset-Management
Data Enrichment
93% identified315 identified24 unidentified
Holdings
339 positions • $361.9M total value
Manager:
Search and click to pin securities to the top
Page 3 of 17
Shares:138.6K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$361.9M)
Shares:26.0K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$361.9M)
Shares:8.0K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$361.9M)
97717Y527
Shares:32.6K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$361.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.9K | QoQ +1.33% (-144)YoY -5.00% (-574) | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$361.9M) | ||
70.1K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$361.9M) | |||
138.6K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$361.9M) | |||
BHP Group Ltd(BHPcusip088606108) | 38.1K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$361.9M) | ||
UBS Group AG(UBScusipH42097107) | 60.0K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$361.9M) | ||
26.0K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$361.9M) | |||
8.0K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$361.9M) | |||
20.3K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$361.9M) | |||
12.5K | QoQ -0.11% (-14)YoY NEW(+12.5K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$361.9M) | YoY NEW(+$1.8M) | |
17.6K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$361.9M) | |||
2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$361.9M) | YoY NEW(+$1.7M) | |
EQUINIX INC(EQIXcusip29444U700) | 2.1K | QoQ -2.03% (-43)YoY +9.58% (+181) | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$361.9M) | |
8.4K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$361.9M) | |||
(cusip97717Y527)✕ | 32.6K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$361.9M) | ||
54.6K | QoQ +1.23% (+667)YoY +0.93% (+506) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$361.9M) | ||
7.4K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$361.9M) | |||
5.1K | QoQ -7.67% (-423)YoY +5.38% (+260) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$361.9M) | ||
5.3K | QoQ +8.48% (+418)YoY +6.35% (+319) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$361.9M) | ||
8.3K | QoQ -4.26% (-368)YoY -1.39% (-117) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$361.9M) | ||
22.0K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$361.9M) |