Legacy Wealth Asset Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwoodbury, MN
- CIK0001846151
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
339 | $361.90M | FBTC, TFLO, MLPA, BLES | 13F-HR | Apr 9, 2025 | 000108514625001937 | ||
348 | $367.40M | FBTC, TFLO, MLPA, BLES | 13F-HR | Jan 14, 2025 | 000108514625000198 | ||
345 | $372.67M | FBTC, TFLO, MLPA, BLES | 13F-HR | Oct 23, 2024 | 000108514624005092 | ||
339 | $354.61M | FBTC, TFLO, MLPA, NVDA | 13F-HR | Aug 14, 2024 | 000108514624003968 | ||
344 | $359.24M | FBTC, TFLO, MLPA, GBTC | 13F-HR | Apr 19, 2024 | 000108514624001935 | ||
338 | $304.76M | TFLO, MLPA, BLES, ISMD | 13F-HR | Jan 10, 2024 | 000108514624000178 | ||
333 | $272.48M | TFLO, MLPA, BLES, ISMD | 13F-HR | Nov 1, 2023 | 000108514623004010 | ||
336 | $286.32M | TFLO, MLPA, BLES, AAPL | 13F-HR | Aug 4, 2023 | 000108514623003076 | ||
335 | $277.11M | TFLO, MLPA, BLES, ISMD | 13F-HR | Apr 24, 2023 | 000108514623001832 | ||
335 | $262.60M | MLPA, BLES, ISMD, TFLO | 13F-HR | Feb 2, 2023 | 000108514623000566 | ||
314 | $228.79M | MLPA, BHG, BLES, ISMD | 13F-HR | Oct 14, 2022 | 000108514622003411 | ||
324 | $246.60M | BHG, TSM, MLPA, BLES | 13F-HR | Jul 19, 2022 | 000108514622002449 | ||
325 | $280.91M | BHG, TSM, MLPA, BLES | 13F-HR | May 12, 2022 | 000108514622001986 | ||
319 | $295.26M | BHG, TSM, SAP, BLES | 13F-HR | Feb 10, 2022 | 000108514622000770 | ||
292 | $218.56M | TSM, MLPA, BLES, IBD | 13F-HR | Oct 19, 2021 | 000108514621002840 | ||
301 | $225.14M | MLPA, TSM, BLES, IBD | 13F-HR | Jul 14, 2021 | 000108514621001947 | ||
288 | $216.61M | MLPA, TSM, BLES, IBD | 13F-HR | Apr 20, 2021 | 000108514621001257 | ||
280 | $198.54M | TSM, MLPA, BLES, IBD | 13F-HR | Mar 25, 2021 | 000108514621001094 |