| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GLOBAL X FDS | 15 | Q2 2024 | 2.5% |
| NORTHERN LTS FD TR IV | 15 | Q2 2024 | 1.7% |
| TAIWAN SEMICONDUCTOR MFG LTD | 15 | Q2 2024 | 2.9% |
| NORTHERN LTS FD TR IV | 15 | Q2 2024 | 1.5% |
| APPLE INC | 15 | Q2 2024 | 1.4% |
| NORTHERN LTS FD TR IV | 15 | Q2 2024 | 1.6% |
| NORTHERN LTS FD TR IV | 15 | Q2 2024 | 1.4% |
| UBS AG LONDON BRANCH | 15 | Q2 2024 | 1.4% |
| MEDTRONIC PLC | 15 | Q2 2024 | 1.4% |
| ACCENTURE PLC IRELAND | 15 | Q2 2024 | 1.3% |
View Legacy Wealth Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-12 |
View Legacy Wealth Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.