CIK 1846151
Legacy Wealth Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
365
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 365
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TFC | TRUIST FINL CORP | 17K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 84K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 37K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 41K | $500K+ | SH |
| LFUS | LITTELFUSE INC | 3K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 390 | $500K+ | SH |
| YUM | YUM BRANDS INC | 5K | $500K+ | SH |
| BWZ | SPDR SERIES TRUST | 29K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| E | ENI S P A | 21K | $500K+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 5K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 10K | $500K+ | SH |
| RBA | RB GLOBAL INC | 7K | $500K+ | SH |
| SO | SOUTHERN CO | 9K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| TRU | TRANSUNION | 9K | $500K+ | SH |
| CSX | CSX CORP | 21K | $500K+ | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 3K | $500K+ | SH |
| BCPC | BALCHEM CORP | 5K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| ITUB | ITAU UNIBANCO HLDG S A | 103K | $500K+ | SH |
| VIV | TELEFONICA BRASIL SA | 62K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 16K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| BWX | SPDR SERIES TRUST | 32K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| D | DOMINION ENERGY INC | 12K | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| HEI.A | HEICO CORP NEW | 3K | $500K+ | SH |
| NGG | NATIONAL GRID PLC | 9K | $500K+ | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 8K | $500K+ | SH |
| KB | KB FINL GROUP INC | 8K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| ACGL | ARCH CAP GROUP LTD | 7K | $500K+ | SH |
| EOG | EOG RES INC | 7K | $500K+ | SH |
| USPH | U S PHYSICAL THERAPY | 9K | $500K+ | SH |
| ENB | ENBRIDGE INC | 14K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 13K | $500K+ | SH |
| HLN | HALEON PLC | 67K | $500K+ | SH |
| GMAB | GENMAB A/S | 22K | $500K+ | SH |
| RIO | RIO TINTO PLC | 8K | $500K+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 1K | $500K+ | SH |