Legacy Wealth Asset Management, LLC
Top Portfolio Positions
344 positions ·
$338,925,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
302,229 | $17,840,577 | 5.26% | |
| AAPL |
Apple Inc.
Technology
|
20,659 | $5,243,047 | 1.55% | |
| AVGO |
Broadcom Inc.
Technology
|
16,894 | $5,228,861 | 1.54% | |
| NVDA |
Nvidia Corp
Technology
|
29,274 | $5,105,385 | 1.51% | |
| LIN |
Linde PLC
Basic Materials
|
7,775 | $3,854,534 | 1.14% | |
| LRCX |
Lam Research Corp
Technology
|
18,015 | $3,849,084 | 1.14% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
160,603 | $3,481,873 | 1.03% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
9,726 | $3,286,901 | 0.97% | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
165,803 | $3,070,671 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
2,282 | $3,014,134 | 0.89% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SNN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,294 | 18,480 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $597,404 | 18,208 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $655,651 | 18,067 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $551,278 | 17,998 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $502,120 | 17,699 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $431,428 | 17,552 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $537,974 | 17,276 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $422,449 | 17,048 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $406,317 | 16,022 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $412,446 | 15,119 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $372,194 | 15,026 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $466,980 | 14,480 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $401,150 | 14,373 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $466,084 | 17,333 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $423,602 | 18,243 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $1,175,729 | 33,961 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $329,114 | 9,584 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $414,200 | 9,535 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $880,682 | 23,237 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $917,745 | 21,763 | Shares | Sole | 2021-03-25 | |
| No 13F history on record for this holder in this stock. | ||||||