Legacy Wealth Asset Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$373M
Signature - Title
John Brocker - Chief Compliance Officer
Location
Woodbury, MN
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Asset Management, LLC reported 345 stock holdings with total value $373M as of Q3 2024. Top holdings included FBTC, TFLO, MLPA, BLES, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 345 $373M +$20.7M -$19.5M +$1.28M FBTC, TFLO, MLPA, BLES, AAPL 13F-HR 10/23/2024, 05:13 PM
Q2 2024 338 $355M +$38.4M -$28.8M +$9.53M FBTC, TFLO, MLPA, NVDA, BLES 13F-HR 8/14/2024, 04:10 PM
Q1 2024 343 $359M +$45M -$11.7M +$33.3M FBTC, TFLO, MLPA, GBTC, BLES 13F-HR 4/19/2024, 05:03 PM
Q4 2023 337 $305M +$20.6M -$15.9M +$4.71M TFLO, MLPA, BLES, ISMD, AAPL 13F-HR 1/10/2024, 02:53 PM
Q3 2023 332 $272M +$24.1M -$27.4M -$3.36M TFLO, MLPA, BLES, ISMD, AAPL 13F-HR 10/31/2023, 09:08 PM
Q2 2023 335 $286M +$18.5M -$20.8M -$2.3M TFLO, MLPA, BLES, AAPL, ISMD 13F-HR 8/4/2023, 05:15 PM
Q1 2023 334 $277M +$18.1M -$13.9M +$4.23M TFLO, MLPA, BLES, ISMD, WWJD 13F-HR 4/21/2023, 05:56 PM
Q4 2022 334 $263M +$32.3M -$22.9M +$9.34M MLPA, BLES, ISMD, TFLO, WWJD 13F-HR 2/2/2023, 09:54 AM
Q3 2022 313 $229M +$63.3M -$64.4M -$1.17M MLPA, BHG, BLES, ISMD, IBD 13F-HR 10/14/2022, 05:12 PM
Q2 2022 322 $247M +$19.4M -$16.6M +$2.76M BHG, TSM, MLPA, BLES, IBD 13F-HR 7/18/2022, 09:08 PM
Q1 2022 323 $281M +$27.7M -$18.9M +$8.87M BHG, TSM, MLPA, BLES, IBD 13F-HR 5/11/2022, 06:46 PM
Q4 2021 319 $295M +$70.1M -$7.92M +$62.2M BHG, TSM, SAP, BLES, MLPA 13F-HR 2/10/2022, 04:10 PM
Q3 2021 292 $219M +$8.05M -$9.04M -$992K TSM, MLPA, BLES, IBD, ISMD 13F-HR 10/19/2021, 01:53 PM
Q2 2021 301 $225M +$11.2M -$14.5M -$3.29M MLPA, TSM, BLES, IBD, MDT 13F-HR 7/13/2021, 08:36 PM
Q1 2021 288 $217M +$10.7M -$7.15M +$3.51M MLPA, TSM, BLES, IBD, ISMD 13F-HR 4/20/2021, 03:27 PM
Q4 2020 280 $199M $0 $0 TSM, MLPA, BLES, IBD, AAPL 13F-HR 3/25/2021, 04:15 PM