Notify me when Legacy Wealth Asset Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 365 | $407,061,228 | +$24,870,959 | -$27,176,091 | -$2,305,132 | FBTC, MLPA, WWJD, TFLO, PTL | 13F-HR | 12 Jan 2026, 09:58 |
| Q3 2025 | 359 | $411,514,445 | +$37,514,323 | -$36,001,265 | +$1,513,058 | FBTC, MLPA, WWJD, TFLO, PTL | 13F-HR | 14 Oct 2025, 08:32 |
| Q2 2025 | 349 | $393,474,526 | +$39,438,723 | -$34,547,577 | +$4,891,146 | FBTC, TFLO, MLPA, WWJD, PTL | 13F-HR | 30 Jul 2025, 11:40 |
| Q1 2025 | 339 | $361,900,846 | +$22,051,548 | -$25,071,293 | -$3,019,745 | FBTC, TFLO, MLPA, BLES, ISMD | 13F-HR | 08 Apr 2025, 20:19 |
| Q4 2024 | 348 | $367,403,705 | +$15,816,094 | -$22,229,357 | -$6,413,263 | FBTC, TFLO, MLPA, BLES, ISMD | 13F-HR | 14 Jan 2025, 20:01 |
| Q3 2024 | 345 | $372,673,814 | +$20,735,330 | -$19,454,296 | +$1,281,034 | FBTC, TFLO, MLPA, BLES, AAPL | 13F-HR | 23 Oct 2024, 17:13 |
| Q2 2024 | 338 | $354,613,849 | +$38,356,306 | -$28,827,285 | +$9,529,021 | FBTC, TFLO, MLPA, NVDA, BLES | 13F-HR | 14 Aug 2024, 16:10 |
| Q1 2024 | 343 | $359,235,738 | +$44,967,573 | -$11,657,121 | +$33,310,452 | FBTC, TFLO, MLPA, GBTC, BLES | 13F-HR | 19 Apr 2024, 17:03 |
| Q4 2023 | 337 | $304,756,890 | +$20,584,896 | -$15,874,736 | +$4,710,160 | TFLO, MLPA, BLES, ISMD, AAPL | 13F-HR | 10 Jan 2024, 14:53 |
| Q3 2023 | 332 | $272,475,924 | +$24,060,484 | -$27,418,082 | -$3,357,598 | TFLO, MLPA, BLES, ISMD, AAPL | 13F-HR | 31 Oct 2023, 21:08 |
| Q2 2023 | 335 | $286,315,424 | +$18,529,758 | -$20,828,076 | -$2,298,318 | TFLO, MLPA, BLES, AAPL, ISMD | 13F-HR | 04 Aug 2023, 17:15 |
| Q1 2023 | 334 | $277,110,901 | +$18,113,367 | -$13,885,735 | +$4,227,632 | TFLO, MLPA, BLES, ISMD, WWJD | 13F-HR | 21 Apr 2023, 17:56 |
| Q4 2022 | 334 | $262,598,458 | +$32,281,535 | -$22,936,993 | +$9,344,542 | MLPA, BLES, ISMD, TFLO, WWJD | 13F-HR | 02 Feb 2023, 09:54 |
| Q3 2022 | 313 | $228,791,000 | +$63,274,551 | -$64,444,893 | -$1,170,342 | MLPA, BHG, BLES, ISMD, IBD | 13F-HR | 14 Oct 2022, 17:12 |
| Q2 2022 | 322 | $246,598,000 | +$19,371,044 | -$16,609,397 | +$2,761,647 | BHG, TSM, MLPA, BLES, IBD | 13F-HR | 18 Jul 2022, 21:08 |
| Q1 2022 | 323 | $280,914,000 | +$27,748,439 | -$18,878,807 | +$8,869,632 | BHG, TSM, MLPA, BLES, IBD | 13F-HR | 11 May 2022, 18:46 |
| Q4 2021 | 319 | $295,262,000 | +$70,117,207 | -$7,916,272 | +$62,200,935 | BHG, TSM, SAP, BLES, MLPA | 13F-HR | 10 Feb 2022, 16:10 |
| Q3 2021 | 292 | $218,560,000 | +$8,051,372 | -$9,043,260 | -$991,888 | TSM, MLPA, BLES, IBD, ISMD | 13F-HR | 19 Oct 2021, 13:53 |
| Q2 2021 | 301 | $225,142,000 | +$11,182,202 | -$14,467,332 | -$3,285,130 | MLPA, TSM, BLES, IBD, MDT | 13F-HR | 13 Jul 2021, 20:36 |
| Q1 2021 | 288 | $216,607,000 | +$10,658,184 | -$7,146,615 | +$3,511,569 | MLPA, TSM, BLES, IBD, ISMD | 13F-HR | 20 Apr 2021, 15:27 |
| Q4 2020 | 280 | $198,542,000 | $0 | $0 | $0 | TSM, MLPA, BLES, IBD, AAPL | 13F-HR | 25 Mar 2021, 16:15 |