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Latest Legacy Wealth Asset Management, LLC Stock Portfolio

Legacy Wealth Asset Management, LLC Performance:
2025 Q3: 1.51%YTD: 3.1%2024: 7.13%
Performance for 2025 Q3 is 1.51%, and YTD is 3.1%, and 2024 is 7.13%.

About Legacy Wealth Asset Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Legacy Wealth Asset Management, LLC reported an equity portfolio of $411.5 Millions as of 30 Sep, 2025.

The top stock holdings of Legacy Wealth Asset Management, LLC are , AGNG, BIBL. The fund has invested 7.5% of it's portfolio in FIDELITY WISE ORIGIN BITCOIN and 2.5% of portfolio in GLOBAL X FDS.

The fund managers got completely rid off SBA COMMUNICATIONS CORP NEW (SBAC), DUPONT DE NEMOURS INC (DD) and GENERAL MTRS CO (GM) stocks. They significantly reduced their stock positions in DOLLAR GEN CORP NEW (DG), CISCO SYS INC (CSCO) and CROWN CASTLE INC (CCI). Legacy Wealth Asset Management, LLC opened new stock positions in PALO ALTO NETWORKS INC (PANW), SYNOPSYS INC (SNPS) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to COLGATE PALMOLIVE CO (CL), NIKE INC (NKE) and FAIR ISAAC CORP (FICO).

Legacy Wealth Asset Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Wealth Asset Management, LLC made a return of 1.51% in the last quarter. In trailing 12 months, it's portfolio return was 1.99%.

New Buys

Ticker$ Bought
palo alto networks inc2,256,520
synopsys inc1,497,930
crowdstrike hldgs inc1,312,750
amphenol corp new1,294,550
palantir technologies inc1,281,860
cadence design system inc1,161,970
arista networks inc1,112,500
motorola solutions inc748,584
New stocks bought by Legacy Wealth Asset Management, LLC

Additions

Ticker% Inc.
colgate palmolive co239
nike inc168
fair isaac corp167
automatic data processing in165
texas instrs inc119
blackrock inc117
aon plc115
hdfc bank ltd102
Additions to existing portfolio by Legacy Wealth Asset Management, LLC

Reductions

Ticker% Reduced
dollar gen corp new-82.44
cisco sys inc-61.97
crown castle inc-60.03
progressive corp-53.85
edwards lifesciences corp-53.77
chipotle mexican grill inc-52.18
autodesk inc-45.37
baker hughes company-40.95
Legacy Wealth Asset Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ford mtr co-563,853
kraft heinz co-518,130
james hardie inds plc-516,369
general mtrs co-900,297
dupont de nemours inc-1,156,290
occidental pete corp-572,554
apartment invt & mgmt co-101,698
american homes 4 rent-330,113
Legacy Wealth Asset Management, LLC got rid off the above stocks

Sector Distribution

Legacy Wealth Asset Management, LLC has about 49.1% of it's holdings in Others sector.

Sector%
Others49.1
Technology14.8
Industrials8.7
Financial Services6.6
Healthcare5.5
Consumer Cyclical5.2
Real Estate3
Consumer Defensive2
Basic Materials1.8
Energy1.4
Utilities1.2

Market Cap. Distribution

Legacy Wealth Asset Management, LLC has about 41.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED49.5
LARGE-CAP32.8
MEGA-CAP8.8
MID-CAP8.2

Stocks belong to which Index?

About 39.6% of the stocks held by Legacy Wealth Asset Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others60.4
S&P 50035.2
RUSSELL 20004.4
Top 5 Winners (%)%
CWK
cushman wakefield plc
43.8 %
PSTG
pure storage inc
43.4 %
HALO
halozyme therapeutics inc
41.0 %
TSLA
tesla inc
39.2 %
MU
micron technology inc
35.8 %
Top 5 Winners ($)$
AVGO
broadcom inc
1.1 M
AAPL
apple inc
1.0 M
NVDA
nvidia corporation
1.0 M
LRCX
lam research corp
0.5 M
KLAC
kla corp
0.5 M
Top 5 Losers (%)%
LPSN
liveperson inc
-42.2 %
LNTH
lantheus hldgs inc
-37.3 %
SFM
sprouts fmrs mkt inc
-33.9 %
CMG
chipotle mexican grill inc
-30.2 %
COLD
americold realty trust inc
-26.2 %
Top 5 Losers ($)$
CMG
chipotle mexican grill inc
-0.6 M
ISRG
intuitive surgical inc
-0.5 M
ACN
accenture plc ireland
-0.3 M
NOW
servicenow inc
-0.3 M
LNTH
lantheus hldgs inc
-0.2 M

Legacy Wealth Asset Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Wealth Asset Management, LLC

Legacy Wealth Asset Management, LLC has 357 stocks in it's portfolio. About 22.8% of the portfolio is in top 10 stocks. CMG proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Legacy Wealth Asset Management, LLC last quarter.

Last Reported on: 14 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions