$272 Million is the total value of Legacy Wealth Asset Management, LLC's 333 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLES | Buy | NORTHERN LTS FD TR IVinspire gbl hope | $4,183,267 | -2.3% | 131,343 | +2.5% | 1.54% | +2.6% |
| ISMD | Buy | NORTHERN LTS FD TR IVinspire sml/ mid | $3,696,169 | -3.5% | 121,625 | +2.0% | 1.36% | +1.4% |
| AAPL | Buy | APPLE INC | $3,513,515 | -11.7% | 20,522 | +0.0% | 1.29% | -7.3% |
| WWJD | Buy | NORTHERN LTS FD TR IVinspire intl etf | $3,257,255 | -3.0% | 123,615 | +2.3% | 1.20% | +1.9% |
| ATHM | Buy | AUTOHOME INCsp ads rp cl a | $2,196,854 | +227.8% | 72,384 | +215.0% | 0.81% | +244.4% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $2,188,887 | +41.8% | 33,286 | +24.3% | 0.80% | +49.0% |
| ASX | Buy | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $2,142,486 | +326.3% | 284,905 | +341.6% | 0.79% | +346.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,095,412 | -0.2% | 6,823 | +0.3% | 0.77% | +4.9% |
| ALC | Buy | ALCON AG | $2,043,477 | +144.6% | 26,518 | +160.6% | 0.75% | +156.8% |
| YUMC | Buy | YUM CHINA HLDGS INC | $2,017,175 | -1.3% | 36,202 | +0.1% | 0.74% | +3.6% |
| TAK | Buy | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,933,239 | -0.9% | 124,967 | +0.7% | 0.71% | +4.3% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $1,901,157 | +45.1% | 33,424 | +52.2% | 0.70% | +52.4% |
| SMFG | Buy | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,878,228 | +31.1% | 190,683 | +14.4% | 0.69% | +37.5% |
| ASML | Buy | ASML HOLDING N V | $1,876,648 | -17.7% | 3,188 | +1.3% | 0.69% | -13.6% |
| MUFG | Buy | MITSUBISHI UFJ FINL GROUP INsponsored ads | $1,843,272 | +23.4% | 217,111 | +7.1% | 0.68% | +29.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,699,097 | -10.0% | 10,332 | +6.2% | 0.62% | -5.3% |
| CCEP | New | COCA-COLA EUROPACIFIC PARTNE | $1,675,339 | – | 26,814 | +100.0% | 0.62% | – |
| Buy | CANADIAN PACIFIC KANSAS CITY | $1,674,969 | +28.1% | 22,510 | +39.1% | 0.62% | +34.6% | |
| PAC | Buy | GRUPO AEROPUERTO DEL PACIFICspon adr b | $1,605,566 | +25.0% | 9,768 | +35.9% | 0.59% | +31.2% |
| TPLC | Buy | TIMOTHY PLANus lrgmd cp core | $1,555,898 | -1.5% | 45,138 | +2.8% | 0.57% | +3.4% |
| Buy | THOMSON REUTERS CORP. | $1,541,599 | +31.3% | 12,603 | +44.8% | 0.57% | +38.0% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,531,447 | -0.8% | 4,404 | +0.4% | 0.56% | +4.3% |
| ZTS | Buy | ZOETIS INCcl a | $1,447,166 | +1.1% | 8,318 | +0.1% | 0.53% | +6.2% |
| EQIX | Buy | EQUINIX INC | $1,414,028 | -3.4% | 1,947 | +4.3% | 0.52% | +1.6% |
| EQNR | Buy | EQUINOR ASAsponsored adr | $1,406,035 | +80.0% | 42,880 | +60.3% | 0.52% | +89.0% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $1,387,675 | +137.0% | 172,382 | +126.1% | 0.51% | +148.3% |
| Buy | WISDOMTREE TRfloatng rat trea | $1,358,660 | +300.9% | 27,000 | +300.9% | 0.50% | +322.9% | |
| JD | Buy | JD.COM INCspon adr cl a | $1,303,305 | -14.5% | 44,741 | +0.2% | 0.48% | -10.2% |
| RACE | Buy | FERRARI N V | $1,284,121 | +92.1% | 4,345 | +111.3% | 0.47% | +101.3% |
| WB | Buy | WEIBO CORPsponsored adr | $1,220,731 | +129.1% | 97,347 | +139.5% | 0.45% | +140.9% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,188,779 | -25.1% | 8,224 | +1.8% | 0.44% | -21.3% |
| CHE | Buy | CHEMED CORP NEW | $1,171,404 | +9.2% | 2,254 | +13.8% | 0.43% | +14.7% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,165,567 | -25.8% | 16,824 | +1.1% | 0.43% | -21.9% |
| ENSG | Buy | ENSIGN GROUP INC | $1,150,102 | +5.1% | 12,376 | +8.0% | 0.42% | +10.5% |
| CNI | Buy | CANADIAN NATL RY CO | $1,137,032 | -9.6% | 10,496 | +1.1% | 0.42% | -5.0% |
| E | Buy | ENI S P Asponsored adr | $1,100,538 | +129.5% | 34,478 | +107.0% | 0.40% | +140.5% |
| SAN | Buy | BANCO SANTANDER S.A.adr | $1,090,539 | +111.9% | 290,037 | +109.1% | 0.40% | +122.2% |
| CVX | Buy | CHEVRON CORP NEW | $1,061,294 | +9.2% | 6,294 | +1.9% | 0.39% | +15.0% |
| SHG | Buy | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $1,048,130 | +147.5% | 39,567 | +143.4% | 0.38% | +160.1% |
| GMAB | Buy | GENMAB A/Ssponsored ads | $1,040,324 | +71.6% | 29,496 | +84.9% | 0.38% | +80.2% |
| KHC | Buy | KRAFT HEINZ CO | $1,022,118 | -3.6% | 30,384 | +1.7% | 0.38% | +1.4% |
| WCN | Buy | WASTE CONNECTIONS INC | $1,021,083 | +93.4% | 7,603 | +105.8% | 0.38% | +103.8% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $1,019,666 | -11.0% | 5,094 | +3.0% | 0.37% | -6.5% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $1,003,032 | +2.9% | 17,414 | +3.1% | 0.37% | +8.2% |
| NSP | Buy | INSPERITY INC | $973,365 | -4.6% | 9,973 | +16.3% | 0.36% | +0.3% |
| VFC | Buy | V F CORP | $955,505 | -7.4% | 54,075 | +0.0% | 0.35% | -2.5% |
| HPQ | Buy | HP INC | $949,795 | -16.2% | 36,957 | +0.1% | 0.35% | -11.9% |
| ADI | Buy | ANALOG DEVICES INC | $916,946 | -9.8% | 5,237 | +0.3% | 0.34% | -5.1% |
| CW | Buy | CURTISS WRIGHT CORP | $890,117 | +20.5% | 4,550 | +13.1% | 0.33% | +26.7% |
| TXN | Buy | TEXAS INSTRS INC | $811,110 | -11.6% | 5,101 | +0.1% | 0.30% | -6.9% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $771,811 | -8.6% | 13,904 | +4.6% | 0.28% | -4.1% |
| CSGS | Buy | CSG SYS INTL INC | $755,809 | +4.8% | 14,785 | +8.1% | 0.28% | +9.9% |
| KO | Buy | COCA COLA CO | $731,155 | -5.9% | 13,061 | +1.2% | 0.27% | -1.5% |
| DUK | Buy | DUKE ENERGY CORP NEW | $686,839 | -1.0% | 7,782 | +0.7% | 0.25% | +4.1% |
| CCI | Buy | CROWN CASTLE INC | $679,826 | -15.3% | 7,387 | +4.9% | 0.25% | -11.1% |
| PEP | Buy | PEPSICO INC | $679,285 | -8.1% | 4,009 | +0.5% | 0.25% | -3.5% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $665,156 | -5.8% | 3,394 | +1.1% | 0.24% | -1.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $661,590 | -4.3% | 9,533 | +0.6% | 0.24% | +0.8% |
| TMUS | Buy | T-MOBILE US INC | $652,773 | +1.4% | 4,661 | +0.6% | 0.24% | +6.7% |
| CL | Buy | COLGATE PALMOLIVE CO | $654,852 | -7.4% | 9,209 | +0.3% | 0.24% | -2.8% |
| CB | Buy | CHUBB LIMITED | $639,113 | +8.4% | 3,070 | +0.3% | 0.24% | +14.1% |
| QCOM | Buy | QUALCOMM INC | $631,709 | -6.4% | 5,688 | +0.3% | 0.23% | -1.7% |
| SYK | Buy | STRYKER CORPORATION | $616,224 | -10.0% | 2,255 | +0.5% | 0.23% | -5.4% |
| CHX | Buy | CHAMPIONX CORPORATION | $615,015 | +145.7% | 17,266 | +114.1% | 0.23% | +159.8% |
| CSX | Buy | CSX CORP | $605,960 | -9.7% | 19,706 | +0.1% | 0.22% | -5.1% |
| PRGO | Buy | PERRIGO CO PLC | $593,248 | +36.2% | 18,568 | +44.7% | 0.22% | +43.4% |
| BLK | Buy | BLACKROCK INC | $594,124 | -6.2% | 919 | +0.3% | 0.22% | -1.4% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $576,411 | +94.1% | 10,429 | +92.1% | 0.21% | +103.8% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $567,494 | -1.9% | 10,748 | +0.5% | 0.21% | +3.0% |
| EHC | Buy | ENCOMPASS HEALTH CORP | $563,741 | +0.3% | 8,394 | +1.2% | 0.21% | +5.6% |
| AAON | Buy | AAON INC | $562,672 | -12.5% | 9,894 | +45.9% | 0.21% | -8.0% |
| GILD | Buy | GILEAD SCIENCES INC | $563,474 | -2.0% | 7,519 | +0.8% | 0.21% | +3.0% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $556,394 | -2.0% | 4,532 | +0.5% | 0.20% | +3.0% |
| IOSP | Buy | INNOSPEC INC | $553,924 | +114.2% | 5,420 | +110.5% | 0.20% | +125.6% |
| ABT | Buy | ABBOTT LABS | $551,464 | -11.0% | 5,694 | +0.2% | 0.20% | -6.5% |
| RMD | Buy | RESMED INC | $546,823 | -31.6% | 3,698 | +1.0% | 0.20% | -28.0% |
| VCTR | Buy | VICTORY CAP HLDGS INC | $543,709 | +32.1% | 16,308 | +24.9% | 0.20% | +38.9% |
| ACGL | New | ARCH CAP GROUP LTDord | $544,898 | – | 6,836 | +100.0% | 0.20% | – |
| New | HALEON PLCspon ads | $545,132 | – | 65,442 | +100.0% | 0.20% | – | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $542,036 | -8.8% | 9,339 | +0.5% | 0.20% | -4.3% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $543,082 | -8.3% | 6,540 | +0.6% | 0.20% | -3.9% |
| GIB | Buy | CGI INCcl a sub vtg | $538,149 | -6.4% | 5,464 | +0.2% | 0.20% | -1.5% |
| ENIC | New | ENEL CHILE S.A.sponsored adr | $533,223 | – | 180,143 | +100.0% | 0.20% | – |
| TRU | Buy | TRANSUNION | $533,974 | -8.3% | 7,438 | +0.1% | 0.20% | -3.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $531,205 | -12.9% | 3,408 | +0.1% | 0.20% | -8.5% |
| COLD | Buy | AMERICOLD REALTY TRUST INC | $522,261 | -5.7% | 17,174 | +0.1% | 0.19% | -0.5% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $523,495 | -7.6% | 2,273 | +0.4% | 0.19% | -3.0% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $521,036 | -8.4% | 16,994 | +0.1% | 0.19% | -4.0% |
| VIV | Buy | TELEFONICA BRASIL SAnew adr | $516,813 | -5.6% | 60,446 | +0.8% | 0.19% | -0.5% |
| FISV | Buy | FISERV INC | $515,211 | -10.1% | 4,561 | +0.4% | 0.19% | -5.5% |
| Buy | SHELL PLCspon ads | $515,684 | +8.4% | 8,010 | +1.6% | 0.19% | +13.9% | |
| BAP | New | CREDICORP LTD | $506,505 | – | 3,958 | +100.0% | 0.19% | – |
| RELX | Buy | RELX PLCsponsored adr | $506,107 | +2.1% | 15,018 | +1.3% | 0.19% | +7.5% |
| RE | Buy | EVEREST GROUP LTD | $497,666 | +12.3% | 1,339 | +3.3% | 0.18% | +18.1% |
| BIIB | Buy | BIOGEN INC | $496,286 | -8.3% | 1,931 | +1.7% | 0.18% | -3.7% |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $492,658 | +1.0% | 12,485 | +1.4% | 0.18% | +6.5% |
| EGP | Buy | EASTGROUP PPTYS INC | $490,930 | +4.3% | 2,948 | +8.7% | 0.18% | +9.8% |
| DE | Buy | DEERE & CO | $486,443 | -6.4% | 1,289 | +0.5% | 0.18% | -1.1% |
| FNF | Buy | FIDELITY NATIONAL FINANCIAL | $487,877 | +15.0% | 11,813 | +0.2% | 0.18% | +20.9% |
| NEE | Buy | NEXTERA ENERGY INC | $487,939 | -22.4% | 8,517 | +0.5% | 0.18% | -18.6% |
| CPK | Buy | CHESAPEAKE UTILS CORP | $480,735 | -14.6% | 4,918 | +3.9% | 0.18% | -10.7% |
| AMG | Buy | AFFILIATED MANAGERS GROUP IN | $478,478 | -11.1% | 3,671 | +2.2% | 0.18% | -6.4% |
| MFC | Buy | MANULIFE FINL CORP | $466,067 | -1.6% | 25,496 | +1.8% | 0.17% | +3.6% |
| GD | Buy | GENERAL DYNAMICS CORP | $467,131 | +4.0% | 2,114 | +1.2% | 0.17% | +8.9% |
| SHW | Buy | SHERWIN WILLIAMS CO | $463,936 | -3.4% | 1,819 | +0.6% | 0.17% | +1.2% |
| MELI | Buy | MERCADOLIBRE INC | $464,044 | +9.4% | 366 | +2.2% | 0.17% | +14.9% |
| BCS | Buy | BARCLAYS PLCadr | $463,754 | +1.7% | 59,532 | +2.6% | 0.17% | +6.9% |
| LKQ | Buy | LKQ CORP | $459,750 | -14.9% | 9,286 | +0.2% | 0.17% | -10.6% |
| BP | Buy | BP PLCsponsored adr | $460,923 | +12.4% | 11,904 | +2.5% | 0.17% | +18.2% |
| SHOP | New | SHOPIFY INCcl a | $459,261 | – | 8,416 | +100.0% | 0.17% | – |
| KRG | Buy | KITE RLTY GROUP TR | $457,103 | -2.9% | 21,340 | +1.3% | 0.17% | +2.4% |
| RTX | Buy | RTX CORPORATION | $451,396 | -25.6% | 6,272 | +1.3% | 0.17% | -21.7% |
| CIB | Buy | BANCOLOMBIA S Aspon adr pref | $450,438 | +1.9% | 16,883 | +1.9% | 0.16% | +7.1% |
| WM | Buy | WASTE MGMT INC DEL | $449,241 | -11.1% | 2,947 | +1.1% | 0.16% | -6.2% |
| BWXT | Buy | BWX TECHNOLOGIES INC | $446,581 | +11.7% | 5,956 | +6.6% | 0.16% | +17.1% |
| FR | Buy | FIRST INDL RLTY TR INC | $445,109 | -6.7% | 9,353 | +3.2% | 0.16% | -2.4% |
| NVT | New | NVENT ELECTRIC PLC | $442,149 | – | 8,344 | +100.0% | 0.16% | – |
| RIO | Buy | RIO TINTO PLCsponsored adr | $436,570 | +3.1% | 6,860 | +3.4% | 0.16% | +8.1% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $431,273 | -16.7% | 151,324 | +1.1% | 0.16% | -12.7% |
| VTR | Buy | VENTAS INC | $419,109 | -10.9% | 9,948 | +0.0% | 0.15% | -6.1% |
| MGA | Buy | MAGNA INTL INC | $414,405 | -3.0% | 7,730 | +2.1% | 0.15% | +2.0% |
| NICE | Buy | NICE LTDsponsored adr | $413,440 | -15.2% | 2,432 | +3.1% | 0.15% | -10.6% |
| PLD | Buy | PROLOGIS INC. | $410,913 | -7.8% | 3,662 | +0.7% | 0.15% | -3.2% |
| ERIC | Buy | ERICSSONadr b sek 10 | $411,832 | -9.1% | 84,739 | +1.9% | 0.15% | -4.4% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $412,458 | -1.6% | 937 | +1.8% | 0.15% | +3.4% |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $406,851 | +0.2% | 191,010 | +3.5% | 0.15% | +4.9% |
| WPP | Buy | WPP PLC NEWadr | $400,596 | -13.1% | 8,986 | +1.9% | 0.15% | -8.7% |
| SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $372,194 | -20.3% | 15,026 | +3.8% | 0.14% | -16.0% |
| NKE | Buy | NIKE INCcl b | $373,205 | +13.5% | 3,903 | +31.0% | 0.14% | +19.1% |
| New | CRH PLCord | $365,870 | – | 6,685 | +100.0% | 0.13% | – | |
| GOLD | Buy | BARRICK GOLD CORP | $357,275 | -11.6% | 24,555 | +2.9% | 0.13% | -7.1% |
| MTB | Buy | M & T BK CORP | $342,047 | +2.9% | 2,705 | +0.7% | 0.13% | +8.6% |
| QLYS | Buy | QUALYS INC | $335,457 | +33.7% | 2,199 | +13.2% | 0.12% | +39.8% |
| BBY | New | BEST BUY INC | $331,025 | – | 4,765 | +100.0% | 0.12% | – |
| AFG | Buy | AMERICAN FINL GROUP INC OHIO | $321,275 | -5.7% | 2,877 | +0.2% | 0.12% | -0.8% |
| PSA | Buy | PUBLIC STORAGE | $319,386 | -8.0% | 1,212 | +1.9% | 0.12% | -3.3% |
| UGI | Buy | UGI CORP NEW | $312,800 | -0.6% | 13,600 | +16.5% | 0.12% | +4.5% |
| LESL | Buy | LESLIES INC | $311,334 | +18.8% | 55,006 | +97.1% | 0.11% | +23.9% |
| WELL | Buy | WELLTOWER INC | $293,519 | +2.0% | 3,583 | +0.7% | 0.11% | +6.9% |
| CPRT | Buy | COPART INC | $294,736 | -26.4% | 6,840 | +55.8% | 0.11% | -22.9% |
| New | CRANE COMPANY | $281,978 | – | 3,174 | +100.0% | 0.10% | – | |
| D | Buy | DOMINION ENERGY INC | $278,830 | -12.1% | 6,242 | +1.9% | 0.10% | -8.1% |
| HEIA | New | HEICO CORP NEWcl a | $270,974 | – | 2,097 | +100.0% | 0.10% | – |
| POOL | Buy | POOL CORP | $265,295 | -3.0% | 745 | +2.1% | 0.10% | +1.0% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $259,079 | -1.3% | 2,371 | +0.8% | 0.10% | +3.3% |
| HST | Buy | HOST HOTELS & RESORTS INC | $242,609 | -4.0% | 15,097 | +0.5% | 0.09% | +1.1% |
| ELS | Buy | EQUITY LIFESTYLE PPTYS INC | $225,406 | -4.7% | 3,538 | +0.1% | 0.08% | 0.0% |
| CIEN | New | CIENA CORP | $218,152 | – | 4,616 | +100.0% | 0.08% | – |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $218,095 | -47.3% | 1,684 | +9.4% | 0.08% | -44.8% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $212,093 | -15.4% | 1,603 | +7.1% | 0.08% | -11.4% |
| PSN | New | PARSONS CORP DEL | $204,247 | – | 3,758 | +100.0% | 0.08% | – |
| INT | New | WORLD KINECT CORPORATION | $204,225 | – | 9,105 | +100.0% | 0.08% | – |
| DG | Buy | DOLLAR GEN CORP NEW | $202,395 | -35.1% | 1,913 | +4.2% | 0.07% | -32.1% |
| Buy | CHECKPOINT THERAPEUTICS INC | $144,500 | +41.0% | 85,000 | +104.8% | 0.05% | +47.2% | |
| SWN | New | SOUTHWESTERN ENERGY CO | $132,290 | – | 20,510 | +100.0% | 0.05% | – |
| MIRO | Buy | MIROMATRIX MED INC | $120,128 | +32.8% | 91,701 | +77.4% | 0.04% | +37.5% |
| AIV | Buy | APARTMENT INVT & MGMT COcl a | $73,086 | -20.0% | 10,748 | +0.2% | 0.03% | -15.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.