$295 Million is the total value of Legacy Wealth Asset Management, LLC's 319 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JYNT | JOINT CORP | $1,005,000 | -33.0% | 15,303 | 0.0% | 0.34% | -50.4% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $453,000 | +4.1% | 11,590 | 0.0% | 0.15% | -23.1% | |
| VONG | VANGUARD SCOTTSDALE FDSvng rus1000grw | $363,000 | +11.3% | 4,620 | 0.0% | 0.12% | -17.4% | |
| PYPL | PAYPAL HLDGS INC | $340,000 | -27.7% | 1,805 | 0.0% | 0.12% | -46.5% | |
| IEMG | ISHARES INCcore msci emkt | $279,000 | -3.1% | 4,668 | 0.0% | 0.09% | -28.8% | |
| VOO | VANGUARD INDEX FDS | $273,000 | +10.5% | 625 | 0.0% | 0.09% | -18.6% | |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $105,000 | -17.3% | 13,000 | 0.0% | 0.04% | -37.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GLOBAL X FDS | 12 | Q3 2023 | 2.5% |
| TAIWAN SEMICONDUCTOR MFG LTD | 12 | Q3 2023 | 2.9% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.7% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.5% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.6% |
| APPLE INC | 12 | Q3 2023 | 1.4% |
| NORTHERN LTS FD TR IV | 12 | Q3 2023 | 1.4% |
| UBS AG LONDON BRANCH | 12 | Q3 2023 | 1.4% |
| MEDTRONIC PLC | 12 | Q3 2023 | 1.4% |
| 3M CO | 12 | Q3 2023 | 1.4% |
View Legacy Wealth Asset Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-10 |
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.