Legacy Wealth Asset Management, LLC
Q4 2024 13F Holdings
- Locationwoodbury, MN
- Num holdings
348
- Value ($000)
$367,404
- Date Filed01/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $25.07M | 7 % | 307,258 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $10.01M | 3 % | 198,274 | ||
MLPA GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $8.27M | 2 % | 167,430 | ||
BLES NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | 66538H658 | $5.81M | 2 % | 157,075 | ||
ISMD NORTHERN LTS FD TR IV | INSPIRE SML/ MID | 66538H641 | $5.35M | 2 % | 142,524 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $5.31M | 1 % | 71,749 | ||
AVGO BROADCOM INC | COM | 11135F101 | $5.17M | 1 % | 22,297 | ||
AAPL APPLE INC | COM | 037833100 | $5.14M | 1 % | 20,519 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.05M | 1 % | 37,635 | ||
WWJD NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | $4.41M | 1 % | 152,220 |
Rows Per Page
1 - 10 of 34810
- 10
- 50
- 100