Legacy Wealth Asset Management, LLC
Q1 2025 13F Holdings
- Locationwoodbury, MN
- Num holdings
339
- Value ($000)
$361,901
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001846151
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $22.14M | 6 % | 307,686 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $11.11M | 3 % | 219,214 | ||
MLPA GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $9.10M | 3 % | 171,016 | ||
BLES NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | 66538H658 | $6.13M | 2 % | 162,369 | ||
ISMD NORTHERN LTS FD TR IV | INSPIRE SML/ MID | 66538H641 | $5.09M | 1 % | 149,323 | ||
WWJD NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | $4.94M | 1 % | 160,536 | ||
AAPL APPLE INC | COM | 037833100 | $4.57M | 1 % | 20,554 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $4.41M | 1 % | 67,693 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.89M | 1 % | 35,863 | ||
UBS AG LONDON BRANCH | ETRACS UBS BLOOM | 90274D390 | $3.64M | 1 % | 137,105 |
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