The Analysis of Legacy Wealth Asset Management, LLC's Holdings & P&L


Currently, Legacy Wealth Asset Management, LLC holds 380 types of securities in its portfolio with a total value $455.6M. In the most recent quarter, they have increased their positions in MICC (+151.5K shares, valued at $2.6M), GMAB (+63.5K shares, valued at $1.7M), RBA (+14.8K shares, valued at $1.7M); decreased their positions in BHP (-19.8K shares, valued at $1.6M), LRCX (-3.1K shares, valued at $1.3M), N/A (-25.6K shares, valued at $1.2M); initiated new positions in MICC (+151.5K shares, valued at $2.6M), ENTG (+4.3K shares, valued at $766.2K), CRDO (+2.8K shares, valued at $748.1K).


1M P&L
+6.5M+1.67%
3M P&L
+11.3M+2.96%
HY P&L
+12.5M+3.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A97.3M
23.9%
2Semiconductors37.0M
9.1%
3Banks - Regional18.7M
4.6%

Top Industries by Stock Count

1N/A35 stocks
10.4%
2Banks - Regional23 stocks
6.8%
3Software - Application13 stocks
3.9%
Stock Holdings
FBTC
FIDELITY WISE ORIGIN BITCOIN
-0.29%
Shares301.4K
Event2026-06-30
Filed2026-07-09
MLPA
GLOBAL X FDS
-0.08%
Shares227.6K
Event2026-06-30
Filed2026-07-09
WWJD
NORTHERN LTS FD TR IV
3.90%
Shares292.5K
Event2026-06-30
Filed2026-07-09
TFLO
ISHARES TR
7.95%
Shares215.5K
Event2026-06-30
Filed2026-07-09
PTL
NORTHERN LTS FD TR IV
1.81%
Shares28.8K
Event2026-06-30
Filed2026-07-09
ESUM
STRATEGY SHS
4.39%
Shares261.3K
Event2026-06-30
Filed2026-07-09
MU
MICRON TECHNOLOGY INC
-9.44%
Shares6.6K
Event2026-06-30
Filed2026-07-09
LRCX
LAM RESEARCH CORP
-17.10%
Shares14.9K
Event2026-06-30
Filed2026-07-09
AMD
ADVANCED MICRO DEVICES INC
-13.18%
Shares10.9K
Event2026-06-30
Filed2026-07-09
BROADCOM INC
BROADCOM INC
-1.59%
Shares16.6K
Event2026-06-30
Filed2026-07-09
ASE TECHNOLOGY HLDG CO LTD
ASE TECHNOLOGY HLDG CO LTD
-15.94%
Shares135.0K
Event2026-06-30
Filed2026-07-09
NVDA
NVIDIA CORPORATION
-0.62%
Shares29.1K
Event2026-06-30
Filed2026-07-09
AAPL
APPLE INC
-8.09%
Shares19.0K
Event2026-06-30
Filed2026-07-09
UCIB
UBS AG LONDON BRANCH
-3.55%
Shares166.7K
Event2026-06-30
Filed2026-07-09
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-4.45%
Shares9.3K
Event2026-06-30
Filed2026-07-09
IBD
NORTHERN LTS FD TR IV
8.34%
Shares184.8K
Event2026-06-30
Filed2026-07-09
ASML
ASML HLDG NV
-8.63%
Shares2.1K
Event2026-06-30
Filed2026-07-09
LIN
LINDE PLC
0.10%
Shares7.8K
Event2026-06-30
Filed2026-07-09
PANW
PALO ALTO NETWORKS INC
-2.09%
Shares11.3K
Event2026-06-30
Filed2026-07-09
TXN
TEXAS INSTRS INC
-4.74%
Shares10.8K
Event2026-06-30
Filed2026-07-09
ADI
ANALOG DEVICES INC
-4.02%
Shares8.0K
Event2026-06-30
Filed2026-07-09
RBA
RB GLOBAL INC
127.33%
Shares26.3K
Event2026-06-30
Filed2026-07-09
CNI
CANADIAN NATL RY CO
-0.41%
Shares25.2K
Event2026-06-30
Filed2026-07-09
HDB
HDFC BANK LTD
39.94%
Shares111.3K
Event2026-06-30
Filed2026-07-09
GMAB
GENMAB A/S
164.13%
Shares102.2K
Event2026-06-30
Filed2026-07-09
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-0.64%
Shares138.0K
Event2026-06-30
Filed2026-07-09
CCEP
COCA-COLA EUROPACIFIC PARTNE
5.64%
Shares27.2K
Event2026-06-30
Filed2026-07-09
WCN
WASTE CONNECTIONS INC
68.13%
Shares16.0K
Event2026-06-30
Filed2026-07-09
MICC
MAGNUM ICE CREAM CO NV
New
Shares151.5K
Event2026-06-30
Filed2026-07-09
CAT
CATERPILLAR INC
-5.37%
Shares2.5K
Event2026-06-30
Filed2026-07-09
STM
STMICROELECTRONICS N V
0.48%
Shares34.6K
Event2026-06-30
Filed2026-07-09
UBS
UBS GROUP AG
-1.19%
Shares51.9K
Event2026-06-30
Filed2026-07-09
TAK
TAKEDA PHARMACEUTICAL CO LTD
-3.40%
Shares160.2K
Event2026-06-30
Filed2026-07-09
3M CO
3M CO
32.01%
Shares15.8K
Event2026-06-30
Filed2026-07-09
GBTC
GRAYSCALE BITCOIN TRUST ETF
-0.56%
Shares55.1K
Event2026-06-30
Filed2026-07-09
LLY
ELI LILLY & CO
-0.90%
Shares2.1K
Event2026-06-30
Filed2026-07-09
CW
CURTISS WRIGHT CORP
-11.72%
Shares3.3K
Event2026-06-30
Filed2026-07-09
AON
AON PLC
0.72%
Shares7.5K
Event2026-06-30
Filed2026-07-09
TTE
TOTALENERGIES SE
46.03%
Shares30.2K
Event2026-06-30
Filed2026-07-09
CL
COLGATE PALMOLIVE CO
0.72%
Shares24.6K
Event2026-06-30
Filed2026-07-09
SAP
SAP SE
0.64%
Shares14.4K
Event2026-06-30
Filed2026-07-09
PHG
KONINKLIJKE PHILIPS N V
13.85%
Shares81.7K
Event2026-06-30
Filed2026-07-09
CHKP
CHECK POINT SOFTWARE TECH LT
250.89%
Shares16.9K
Event2026-06-30
Filed2026-07-09
VISA INC
VISA INC
0.55%
Shares6.4K
Event2026-06-30
Filed2026-07-09
USFR
WISDOMTREE TR
0.04%
Shares42.3K
Event2026-06-30
Filed2026-07-09
EQIX
EQUINIX INC
-1.35%
Shares2.0K
Event2026-06-30
Filed2026-07-09
ENSG
ENSIGN GROUP INC
17.30%
Shares13.1K
Event2026-06-30
Filed2026-07-09
ALC
ALCON AG
-5.80%
Shares31.1K
Event2026-06-30
Filed2026-07-09
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-1.63%
Shares2.7K
Event2026-06-30
Filed2026-07-09
ORLY
OREILLY AUTOMOTIVE INC
0.27%
Shares22.4K
Event2026-06-30
Filed2026-07-09
ETFS GOLD TR
ETFS GOLD TR
-1.12%
Shares53.6K
Event2026-06-30
Filed2026-07-09
IBN
ICICI BANK LIMITED
-3.09%
Shares69.3K
Event2026-06-30
Filed2026-07-09
ERIC
TELEFONAKTIEBOLAGET LM ERICS
74.03%
Shares177.5K
Event2026-06-30
Filed2026-07-09
BLK
BLACKROCK INC
0.71%
Shares2.0K
Event2026-06-30
Filed2026-07-09
MEDTRONIC PLC
MEDTRONIC PLC
-0.12%
Shares23.8K
Event2026-06-30
Filed2026-07-09
APH
AMPHENOL CORP
-1.15%
Shares10.4K
Event2026-06-30
Filed2026-07-09
HPQ
HP INC
0.61%
Shares80.8K
Event2026-06-30
Filed2026-07-09
NBIS
NEBIUS GROUP N.V.
-2.20%
Shares6.4K
Event2026-06-30
Filed2026-07-09
SNDK
SANDISK CORP
1.58%
Shares772
Event2026-06-30
Filed2026-07-09
BKNG
BOOKING HOLDINGS INC
2543.28%
Shares9.8K
Event2026-06-30
Filed2026-07-09
NPO
ENPRO INC
-3.31%
Shares4.6K
Event2026-06-30
Filed2026-07-09
VGSH
VANGUARD SCOTTSDALE FDS
7.93%
Shares29.9K
Event2026-06-30
Filed2026-07-09
SHY
ISHARES TR
2.83%
Shares21.1K
Event2026-06-30
Filed2026-07-09
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-4.03%
Shares1.8K
Event2026-06-30
Filed2026-07-09
CHUBB LIMITED
CHUBB LIMITED
0.08%
Shares5.0K
Event2026-06-30
Filed2026-07-09
ADP
AUTOMATIC DATA PROCESSING IN
2.69%
Shares7.6K
Event2026-06-30
Filed2026-07-09
HMC
HONDA MOTOR CO LTD
-0.22%
Shares62.3K
Event2026-06-30
Filed2026-07-09
TLK
TELEKOMUNIKASI IND
-4.86%
Shares125.4K
Event2026-06-30
Filed2026-07-09
SNPS
SYNOPSYS INC
1.43%
Shares3.6K
Event2026-06-30
Filed2026-07-09
VGLT
VANGUARD SCOTTSDALE FDS
4.98%
Shares29.1K
Event2026-06-30
Filed2026-07-09
SPG
SIMON PPTY GROUP INC NEW
-8.19%
Shares7.1K
Event2026-06-30
Filed2026-07-09
TEL
TE CONNECTIVITY PLC
0.67%
Shares7.8K
Event2026-06-30
Filed2026-07-09
FSS
FEDERAL SIGNAL CORP
-2.37%
Shares12.2K
Event2026-06-30
Filed2026-07-09
CISCO SYS INC
CISCO SYS INC
-3.95%
Shares13.3K
Event2026-06-30
Filed2026-07-09
TJX
TJX COS INC NEW
-0.90%
Shares10.0K
Event2026-06-30
Filed2026-07-09
SIMO
SILICON MOTION TECHNOLOGY CO
92.30%
Shares4.5K
Event2026-06-30
Filed2026-07-09
WDC
WESTERN DIGITAL CORP
0.96%
Shares2.3K
Event2026-06-30
Filed2026-07-09
YUMC
YUM CHINA HLDGS INC
-0.65%
Shares35.7K
Event2026-06-30
Filed2026-07-09
SW
SMURFIT WESTROCK PLC
23.15%
Shares31.4K
Event2026-06-30
Filed2026-07-09
AHR
AMERICAN HEALTHCARE REIT INC
-1.94%
Shares27.8K
Event2026-06-30
Filed2026-07-09
CHE
CHEMED CORP NEW
25.76%
Shares3.1K
Event2026-06-30
Filed2026-07-09
BK
BANK OF NY MELLON CORP
-1.29%
Shares9.6K
Event2026-06-30
Filed2026-07-09
EHC
ENCOMPASS HEALTH CORP
-2.57%
Shares13.6K
Event2026-06-30
Filed2026-07-09
LFUS
LITTELFUSE INC
-16.87%
Shares3.0K
Event2026-06-30
Filed2026-07-09
ANET
ARISTA NETWORKS INC
0.14%
Shares8.0K
Event2026-06-30
Filed2026-07-09
SERVICENOW INC
SERVICENOW INC
3.86%
Shares13.7K
Event2026-06-30
Filed2026-07-09
ROST
ROSS STORES INC
-4.89%
Shares6.3K
Event2026-06-30
Filed2026-07-09
EMBJ
EMBRAER S.A.
3.79%
Shares20.8K
Event2026-06-30
Filed2026-07-09
ICE
INTERCONTINENTAL EXCHANGE IN
14.61%
Shares10.8K
Event2026-06-30
Filed2026-07-09
CDNS
CADENCE DESIGN SYSTEM INC
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-09
GIL
GILDAN ACTIVEWEAR INC
-37.00%
Shares25.7K
Event2026-06-30
Filed2026-07-09
VCTR
VICTORY CAP HLDGS INC DEL
-9.63%
Shares15.8K
Event2026-06-30
Filed2026-07-09
MT
ARCELORMITTAL SA LUXEMBOURG
-3.46%
Shares21.7K
Event2026-06-30
Filed2026-07-09
BZ
KANZHUN LIMITED
1.49%
Shares101.4K
Event2026-06-30
Filed2026-07-09
BAP
CREDICORP LTD
-2.65%
Shares3.3K
Event2026-06-30
Filed2026-07-09
MCD
MCDONALDS CORP
0.56%
Shares4.6K
Event2026-06-30
Filed2026-07-09
BHP
BHP BILLITON LIMITED
-57.12%
Shares14.9K
Event2026-06-30
Filed2026-07-09
SIVR
ABRDN SILVER ETF TRUST
-9.72%
Shares21.8K
Event2026-06-30
Filed2026-07-09
TM
TOYOTA MOTOR CORP
1.42%
Shares7.2K
Event2026-06-30
Filed2026-07-09
EVR
EVERCORE INC
-4.09%
Shares3.5K
Event2026-06-30
Filed2026-07-09
PLD
PROLOGIS INC.
5.48%
Shares8.9K
Event2026-06-30
Filed2026-07-09
ADOBE INC
ADOBE INC
3.65%
Shares5.8K
Event2026-06-30
Filed2026-07-09
BA
BOEING CO
-2.07%
Shares5.5K
Event2026-06-30
Filed2026-07-09
ISRG
INTUITIVE SURGICAL INC
1.98%
Shares3.0K
Event2026-06-30
Filed2026-07-09
SQM
SOCIEDAD QUIMICA Y MINERA DE
-4.02%
Shares16.0K
Event2026-06-30
Filed2026-07-09
AMT
AMERICAN TOWER CORP
-7.12%
Shares7.2K
Event2026-06-30
Filed2026-07-09
NWG
NATWEST GROUP PLC
-2.17%
Shares66.4K
Event2026-06-30
Filed2026-07-09
ING
ING GROEP N.V.
-14.14%
Shares37.0K
Event2026-06-30
Filed2026-07-09
SCHW
SCHWAB CHARLES CORP
0.69%
Shares12.3K
Event2026-06-30
Filed2026-07-09
SLB
SLB LIMITED
-2.21%
Shares24.3K
Event2026-06-30
Filed2026-07-09
TPR
TAPESTRY INC
-2.99%
Shares7.6K
Event2026-06-30
Filed2026-07-09
CIB
GRUPO CIBEST SA
-2.39%
Shares14.0K
Event2026-06-30
Filed2026-07-09
SHG
SHINHAN FINANCIAL GROUP CO L
-5.91%
Shares17.6K
Event2026-06-30
Filed2026-07-09
BCS
BARCLAYS PLC
-1.53%
Shares41.3K
Event2026-06-30
Filed2026-07-09
WELL
WELLTOWER INC
-3.47%
Shares4.8K
Event2026-06-30
Filed2026-07-09
RY
ROYAL BK CDA
-1.94%
Shares5.2K
Event2026-06-30
Filed2026-07-09
IBM
INTERNATIONAL BUSINESS MACHS
-0.81%
Shares3.8K
Event2026-06-30
Filed2026-07-09
HSBC
HSBC HLDGS PLC
-1.99%
Shares11.2K
Event2026-06-30
Filed2026-07-09
RTX CORPORATION
RTX CORPORATION
-0.34%
Shares5.6K
Event2026-06-30
Filed2026-07-09
KB
KB FINL GROUP INC
-4.85%
Shares10.1K
Event2026-06-30
Filed2026-07-09
KO
COCA COLA CO
-1.05%
Shares12.6K
Event2026-06-30
Filed2026-07-09
BWXT
BWX TECHNOLOGIES INC
-2.35%
Shares5.2K
Event2026-06-30
Filed2026-07-09
BSX
BOSTON SCIENTIFIC CORP
7.54%
Shares23.8K
Event2026-06-30
Filed2026-07-09
PNC
PNC FINL SVCS GROUP INC
-1.27%
Shares4.1K
Event2026-06-30
Filed2026-07-09
PGR
PROGRESSIVE CORP
-0.90%
Shares4.6K
Event2026-06-30
Filed2026-07-09
LYG
LLOYDS BANKING GROUP PLC
-0.79%
Shares172.6K
Event2026-06-30
Filed2026-07-09
TXRH
TEXAS ROADHOUSE INC
-25.04%
Shares5.0K
Event2026-06-30
Filed2026-07-09
SHW
SHERWIN WILLIAMS CO
1.54%
Shares2.8K
Event2026-06-30
Filed2026-07-09
CSX
CSX CORP
-1.26%
Shares20.5K
Event2026-06-30
Filed2026-07-09
SMFG
SUMITOMO MITSUI FIN GRP INC
-0.10%
Shares41.1K
Event2026-06-30
Filed2026-07-09
USB
US BANCORP
-0.72%
Shares15.9K
Event2026-06-30
Filed2026-07-09
AMGN
AMGEN INC
-1.33%
Shares2.6K
Event2026-06-30
Filed2026-07-09
GILD
GILEAD SCIENCES INC
-0.31%
Shares7.4K
Event2026-06-30
Filed2026-07-09
S&P GLOBAL INC
S&P GLOBAL INC
1.16%
Shares2.3K
Event2026-06-30
Filed2026-07-09
EW
EDWARDS LIFESCIENCES CORP
-0.47%
Shares10.2K
Event2026-06-30
Filed2026-07-09
PAYC
PAYCOM SOFTWARE INC
25.42%
Shares7.3K
Event2026-06-30
Filed2026-07-09
MFC
MANULIFE FINL CORP
-0.37%
Shares22.5K
Event2026-06-30
Filed2026-07-09
TER
TERADYNE INC
-2.54%
Shares1.9K
Event2026-06-30
Filed2026-07-09
TRNO
TERRENO RLTY CORP
-2.75%
Shares13.6K
Event2026-06-30
Filed2026-07-09
DE
DEERE & CO
-0.64%
Shares1.4K
Event2026-06-30
Filed2026-07-09
EQNR
EQUINOR ASA
-21.97%
Shares28.0K
Event2026-06-30
Filed2026-07-09
BMO
BANK MONTREAL MEDIUM
-0.88%
Shares5.0K
Event2026-06-30
Filed2026-07-09
QCOM
QUALCOMM INC
-1.26%
Shares4.7K
Event2026-06-30
Filed2026-07-09
EOG
EOG RES INC
-0.95%
Shares6.6K
Event2026-06-30
Filed2026-07-09
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
1.15%
Shares7.4K
Event2026-06-30
Filed2026-07-09
CX
CEMEX SA EURO MTN BE 144A
-1.78%
Shares71.6K
Event2026-06-30
Filed2026-07-09
VMBS
VANGUARD SCOTTSDALE FDS
11.99%
Shares18.3K
Event2026-06-30
Filed2026-07-09
DOMINION ENERGY INC
DOMINION ENERGY INC
0.13%
Shares12.5K
Event2026-06-30
Filed2026-07-09
PCY
INVESCO EXCH TRADED FD TR II
3.03%
Shares39.0K
Event2026-06-30
Filed2026-07-09
CVX
CHEVRON CORPORATION
-2.40%
Shares5.1K
Event2026-06-30
Filed2026-07-09
DUK
DUKE ENERGY CORP NEW
-1.01%
Shares6.6K
Event2026-06-30
Filed2026-07-09
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-0.94%
Shares9.6K
Event2026-06-30
Filed2026-07-09
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-4.00%
Shares33.5K
Event2026-06-30
Filed2026-07-09
SOUTHERN CO
SOUTHERN CO
-0.75%
Shares8.7K
Event2026-06-30
Filed2026-07-09
YUM
YUM BRANDS INC
-0.61%
Shares5.2K
Event2026-06-30
Filed2026-07-09
CPK
CHESAPEAKE UTILS CORP
-0.06%
Shares6.8K
Event2026-06-30
Filed2026-07-09
LANTHEUS HLDGS INC
LANTHEUS HLDGS INC
-0.36%
Shares7.4K
Event2026-06-30
Filed2026-07-09
UNP
UNION PAC CORP
-0.63%
Shares3.0K
Event2026-06-30
Filed2026-07-09
ITUB
ITAU UNIBANCO HLDG S A
-1.73%
Shares100.2K
Event2026-06-30
Filed2026-07-09
BWZ
SPDR SERIES TRUST
3.05%
Shares30.6K
Event2026-06-30
Filed2026-07-09
ADSK
AUTODESK INC
1.99%
Shares4.2K
Event2026-06-30
Filed2026-07-09
BANCO SANTANDER SA
BANCO SANTANDER SA
-12.87%
Shares59.0K
Event2026-06-30
Filed2026-07-09
TMUS
T-MOBILE US INC
1.17%
Shares4.8K
Event2026-06-30
Filed2026-07-09
NGG
NATIONAL GRID PLC
4.84%
Shares9.8K
Event2026-06-30
Filed2026-07-09
BCPC
BALCHEM CORP
-0.64%
Shares4.8K
Event2026-06-30
Filed2026-07-09
TFC
TRUIST FINL CORP
-3.66%
Shares16.2K
Event2026-06-30
Filed2026-07-09
KEYS
KEYSIGHT TECHNOLOGIES INC
-14.66%
Shares2.3K
Event2026-06-30
Filed2026-07-09
KLAC
KLA CORP
921.40%
Shares2.6K
Event2026-06-30
Filed2026-07-09
VIV
TELEFONICA BRASIL SA
-2.78%
Shares60.1K
Event2026-06-30
Filed2026-07-09
CRH
CRH PLC
-1.21%
Shares7.4K
Event2026-06-30
Filed2026-07-09
MICROCHIP TECHNOLOGY INC.
MICROCHIP TECHNOLOGY INC.
2.95%
Shares8.6K
Event2026-06-30
Filed2026-07-09
RIO
RIO TINTO PLC
-1.60%
Shares8.3K
Event2026-06-30
Filed2026-07-09
RGA
REINSURANCE GROUP AMER INC
-0.35%
Shares3.7K
Event2026-06-30
Filed2026-07-09
YMM
FULL TRUCK ALLIANCE CO LTD
24.32%
Shares95.8K
Event2026-06-30
Filed2026-07-09
ADVANCED ENERGY INDS
ADVANCED ENERGY INDS
24.45%
Shares2.1K
Event2026-06-30
Filed2026-07-09
COKE
COCA COLA CONS INC
0.37%
Shares4.0K
Event2026-06-30
Filed2026-07-09
CP
CANADIAN PACIFIC KANSAS CITY
1.15%
Shares8.9K
Event2026-06-30
Filed2026-07-09
CAE
CAE INC
0.20%
Shares30.8K
Event2026-06-30
Filed2026-07-09
ST
SENSATA TECHNOLOGIES HLDG PL
3.10%
Shares16.1K
Event2026-06-30
Filed2026-07-09
GD
GENERAL DYNAMICS CORP
-0.41%
Shares2.2K
Event2026-06-30
Filed2026-07-09
ENB
ENBRIDGE INC
-0.95%
Shares14.1K
Event2026-06-30
Filed2026-07-09
ENTG
ENTEGRIS INC
New
Shares4.3K
Event2026-06-30
Filed2026-07-09
BWX
SPDR SERIES TRUST
4.30%
Shares35.2K
Event2026-06-30
Filed2026-07-09
LMT
LOCKHEED MARTIN CORP
-1.90%
Shares1.5K
Event2026-06-30
Filed2026-07-09
NTES
NETEASE COM INC
-3.68%
Shares5.9K
Event2026-06-30
Filed2026-07-09
SHOP
SHOPIFY INC
-0.42%
Shares6.6K
Event2026-06-30
Filed2026-07-09
BMY
BRISTOL-MYERS SQUIBB CO
-0.06%
Shares13.1K
Event2026-06-30
Filed2026-07-09
HD
HOME DEPOT INC
0.24%
Shares2.1K
Event2026-06-30
Filed2026-07-09
COP
CONOCOPHILLIPS
-0.43%
Shares7.2K
Event2026-06-30
Filed2026-07-09
VOO
VANGUARD INDEX FDS
-0.91%
Shares1.1K
Event2026-06-30
Filed2026-07-09
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares2.8K
Event2026-06-30
Filed2026-07-09
CPT
CAMDEN PPTY TR
19.34%
Shares6.5K
Event2026-06-30
Filed2026-07-09
MSI
MOTOROLA SOLUTIONS INC
1.70%
Shares1.8K
Event2026-06-30
Filed2026-07-09
VRTX
VERTEX PHARMACEUTICALS INC
0.07%
Shares1.5K
Event2026-06-30
Filed2026-07-09
MGA
MAGNA INTL INC
0.04%
Shares11.1K
Event2026-06-30
Filed2026-07-09
NVT
NVENT ELEC PLC
-21.71%
Shares4.3K
Event2026-06-30
Filed2026-07-09
PUK
PRUDENTIAL PLC
-0.83%
Shares27.1K
Event2026-06-30
Filed2026-07-09
LOW
LOWES COS INC
-1.62%
Shares3.3K
Event2026-06-30
Filed2026-07-09
HEI.A
HEICO CORP NEW
-1.80%
Shares2.8K
Event2026-06-30
Filed2026-07-09
MELI
MERCADOLIBRE INC
4.47%
Shares421
Event2026-06-30
Filed2026-07-09
APPLIED INDL TECHNOLOGIES IN
APPLIED INDL TECHNOLOGIES IN
-0.94%
Shares2.1K
Event2026-06-30
Filed2026-07-09
MDLZ
MONDELEZ INTL INC
0.32%
Shares12.3K
Event2026-06-30
Filed2026-07-09
ACUITY INC
ACUITY INC
-0.21%
Shares1.9K
Event2026-06-30
Filed2026-07-09
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.03%
Shares3.2K
Event2026-06-30
Filed2026-07-09
NSP
INSPERITY INC
2.82%
Shares16.8K
Event2026-06-30
Filed2026-07-09
ARCH CAP GROUP LTD
ARCH CAP GROUP LTD
-1.47%
Shares7.2K
Event2026-06-30
Filed2026-07-09
AMG
AFFILIATED MANAGERS GROUP
-21.08%
Shares2.0K
Event2026-06-30
Filed2026-07-09
FERG
FERGUSON ENTERPRISES INC
-0.28%
Shares2.9K
Event2026-06-30
Filed2026-07-09
MSA
MSA SAFETY INC
-39.57%
Shares3.9K
Event2026-06-30
Filed2026-07-09
WTM
WHITE MTNS INS GROUP LTD
2.49%
Shares329
Event2026-06-30
Filed2026-07-09
NU
NU HLDGS LTD
1.88%
Shares50.8K
Event2026-06-30
Filed2026-07-09
BBD
BANCO BRADESCO S A
-0.36%
Shares193.9K
Event2026-06-30
Filed2026-07-09
TTEK
TETRA TECH INC NEW
-29.83%
Shares23.2K
Event2026-06-30
Filed2026-07-09
XEL
XCEL ENERGY INC
0.37%
Shares8.3K
Event2026-06-30
Filed2026-07-09
ITW
ILLINOIS TOOL WKS INC
-0.08%
Shares2.5K
Event2026-06-30
Filed2026-07-09
DTM
DT MIDSTREAM INC
-0.53%
Shares4.5K
Event2026-06-30
Filed2026-07-09
NTR
NUTRIEN LTD
-0.87%
Shares10.6K
Event2026-06-30
Filed2026-07-09
CNQ
CANADIAN NAT RES LTD MED TER
-1.12%
Shares16.7K
Event2026-06-30
Filed2026-07-09
MPWR
MONOLITHIC PWR SYS INC
-0.21%
Shares476
Event2026-06-30
Filed2026-07-09
GE
GE AEROSPACE
10.41%
Shares1.8K
Event2026-06-30
Filed2026-07-09
SHEL
SHELL PLC
-0.44%
Shares8.5K
Event2026-06-30
Filed2026-07-09
PEP
PEPSICO INC
0.10%
Shares4.8K
Event2026-06-30
Filed2026-07-09
PBR
PETROLEO BRASILEIRO S A
-2.01%
Shares40.2K
Event2026-06-30
Filed2026-07-09
TRU
TRANSUNION
0.14%
Shares8.9K
Event2026-06-30
Filed2026-07-09
HLN
HALEON PLC
-0.05%
Shares67.9K
Event2026-06-30
Filed2026-07-09
FFBC
1ST FINL BANCORP
11.41%
Shares18.6K
Event2026-06-30
Filed2026-07-09
QUANTA SVCS INC
QUANTA SVCS INC
-0.23%
Shares855
Event2026-06-30
Filed2026-07-09
UHAL.B
U HAUL HOLDING COMPANY
3.33%
Shares10.7K
Event2026-06-30
Filed2026-07-09
AEM
AGNICO EAGLE MINES LTD
-0.59%
Shares3.9K
Event2026-06-30
Filed2026-07-09
DLR
DIGITAL RLTY TR INC
59.39%
Shares3.4K
Event2026-06-30
Filed2026-07-09
MMC
MARSH & MCLENNAN COS INC
-0.25%
Shares3.6K
Event2026-06-30
Filed2026-07-09
KRG
KITE REALTY GROUP TRUST
-5.77%
Shares21.3K
Event2026-06-30
Filed2026-07-09
VIK
VIKING HOLDINGS LTD
-2.19%
Shares5.8K
Event2026-06-30
Filed2026-07-09
XLF
SELECT SECTOR SPDR TR
0.00%
Shares11.2K
Event2026-06-30
Filed2026-07-09
TDG
TRANSDIGM GROUP INC
4.41%
Shares450
Event2026-06-30
Filed2026-07-09
QSR
RESTAURANT BRANDS INTL INC
0.23%
Shares8.2K
Event2026-06-30
Filed2026-07-09
EME
EMCOR GROUP INC
-0.98%
Shares707
Event2026-06-30
Filed2026-07-09
FICO
FAIR ISAAC CORP
-22.89%
Shares485
Event2026-06-30
Filed2026-07-09
MCO
MOODYS CORP
1.19%
Shares1.3K
Event2026-06-30
Filed2026-07-09
EG
EVEREST GROUP LTD
0.06%
Shares1.6K
Event2026-06-30
Filed2026-07-09
AOS
SMITH A O CORP
1.59%
Shares9.1K
Event2026-06-30
Filed2026-07-09
CMG
CHIPOTLE MEXICAN GRILL INC
1.24%
Shares16.9K
Event2026-06-30
Filed2026-07-09
NYT
NEW YORK TIMES CO MTN BE
-30.00%
Shares8.1K
Event2026-06-30
Filed2026-07-09
AMERICOLD REALTY TRUST INC
AMERICOLD REALTY TRUST INC
6.79%
Shares35.9K
Event2026-06-30
Filed2026-07-09
BP
BP PLC
-0.77%
Shares15.1K
Event2026-06-30
Filed2026-07-09
DATADOG INC
DATADOG INC
-2.84%
Shares2.1K
Event2026-06-30
Filed2026-07-09
EXP
EAGLE MATLS INC
-0.24%
Shares2.4K
Event2026-06-30
Filed2026-07-09
EGP
EASTGROUP PPTYS INC
-5.33%
Shares2.7K
Event2026-06-30
Filed2026-07-09
MSFT
MICROSOFT CORP
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-09
IPAR
INTERPARFUMS INC
-3.78%
Shares4.8K
Event2026-06-30
Filed2026-07-09
AMZN
AMAZON COM INC
-0.35%
Shares2.3K
Event2026-06-30
Filed2026-07-09
ABT
ABBOTT LABORATORIES
1.19%
Shares6.0K
Event2026-06-30
Filed2026-07-09
DG
DOLLAR GEN CORP
-2.05%
Shares4.7K
Event2026-06-30
Filed2026-07-09
LSTR
LANDSTAR SYS INC
-0.34%
Shares2.6K
Event2026-06-30
Filed2026-07-09
XP
XP INC
-0.13%
Shares33.1K
Event2026-06-30
Filed2026-07-09
SNN
SMITH & NEPHEW PLC
0.90%
Shares18.6K
Event2026-06-30
Filed2026-07-09
NKE
NIKE INC
3.88%
Shares13.1K
Event2026-06-30
Filed2026-07-09
NOC
NORTHROP GRUMMAN CORP
-0.19%
Shares1.1K
Event2026-06-30
Filed2026-07-09
CME
CME GROUP INC
-0.33%
Shares2.4K
Event2026-06-30
Filed2026-07-09
TRIP COM GROUP LTD
TRIP COM GROUP LTD
-0.44%
Shares13.3K
Event2026-06-30
Filed2026-07-09
MOG.A
MOOG INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-09
SSNC
SS&C TECH HLDGS
29.19%
Shares8.4K
Event2026-06-30
Filed2026-07-09
VTR
VENTAS INC
-4.81%
Shares5.8K
Event2026-06-30
Filed2026-07-09
REXR
REXFORD INDL RLTY INC
-0.65%
Shares15.2K
Event2026-06-30
Filed2026-07-09
ICLR
ICON PUB LTD CO
1.92%
Shares2.9K
Event2026-06-30
Filed2026-07-09
PSMT
PRICESMART INC
New
Shares2.6K
Event2026-06-30
Filed2026-07-09
Q
QNITY ELECTRONICS INC
-4.66%
Shares3.1K
Event2026-06-30
Filed2026-07-09
CR
CRANE COMPANY
-2.41%
Shares2.2K
Event2026-06-30
Filed2026-07-09
GLOB
GLOBANT S A
New
Shares17.0K
Event2026-06-30
Filed2026-07-09
TSLA
TESLA INC
-0.68%
Shares1.2K
Event2026-06-30
Filed2026-07-09
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-09
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares8.0K
Event2026-06-30
Filed2026-07-09
ATR
APTARGROUP INC
-22.90%
Shares3.8K
Event2026-06-30
Filed2026-07-09
OTEX
OPEN TEXT CORP
2.86%
Shares21.4K
Event2026-06-30
Filed2026-07-09
SFM
SPROUTS FMRS MKT INC
2.86%
Shares5.6K
Event2026-06-30
Filed2026-07-09
RELX
RELX PLC
3.20%
Shares14.7K
Event2026-06-30
Filed2026-07-09
FCNCA
FIRST CTZNS BANCSHARES INC D
6.67%
Shares224
Event2026-06-30
Filed2026-07-09
FNF
FIDELITY NATL FINL INC
-3.82%
Shares9.9K
Event2026-06-30
Filed2026-07-09
IEMG
ISHARES INC
-2.47%
Shares5.6K
Event2026-06-30
Filed2026-07-09
USPH
U S PHYSICAL THERAPY
-24.52%
Shares6.7K
Event2026-06-30
Filed2026-07-09
AAON
AAON INC
-4.39%
Shares3.4K
Event2026-06-30
Filed2026-07-09
APG
API GROUP CORP
-3.47%
Shares10.1K
Event2026-06-30
Filed2026-07-09
MTB
M & T BK CORP
-22.02%
Shares1.8K
Event2026-06-30
Filed2026-07-09
RJF
RAYMOND JAMES FINL INC
-2.77%
Shares2.7K
Event2026-06-30
Filed2026-07-09
IRM
IRON MTN INC DEL
New
Shares3.2K
Event2026-06-30
Filed2026-07-09
MDB
MONGODB INC
30.02%
Shares1.2K
Event2026-06-30
Filed2026-07-09
BKR
BAKER HUGHES COMPANY
-0.97%
Shares7.3K
Event2026-06-30
Filed2026-07-09
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
1.23%
Shares3.2K
Event2026-06-30
Filed2026-07-09
ALLISON TRANSMISSION HLDGS I
ALLISON TRANSMISSION HLDGS I
-0.99%
Shares3.5K
Event2026-06-30
Filed2026-07-09
AFG
AMERICAN FINANCIAL GROUP INC
-21.13%
Shares2.8K
Event2026-06-30
Filed2026-07-09
BTC
GRAYSCALE BITCOIN MINI TR ET
-0.85%
Shares14.9K
Event2026-06-30
Filed2026-07-09
BJ
BJS WHSL CLUB HLDGS INC
-0.20%
Shares4.4K
Event2026-06-30
Filed2026-07-09
EXPE
EXPEDIA GROUP INC
-5.04%
Shares1.5K
Event2026-06-30
Filed2026-07-09
HEI
HEICO CORP NEW
-3.73%
Shares1.1K
Event2026-06-30
Filed2026-07-09
ROG
ROGERS CORP
13.38%
Shares2.3K
Event2026-06-30
Filed2026-07-09
BOKF
BOK FINL CORP
-1.92%
Shares2.7K
Event2026-06-30
Filed2026-07-09
HLIO
HELIOS TECHNOLOGIES INC
1.72%
Shares4.1K
Event2026-06-30
Filed2026-07-09
FAST
FASTENAL CO
-5.66%
Shares7.6K
Event2026-06-30
Filed2026-07-09
ELMD
ELECTROMED INC
0.00%
Shares8.6K
Event2026-06-30
Filed2026-07-09
VUG
VANGUARD INDEX FDS
500.00%
Shares4.2K
Event2026-06-30
Filed2026-07-09
EFV
ISHARES TR
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-09
BMI
BADGER METER INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-09
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-09
ZOETIS INC
ZOETIS INC
0.50%
Shares4.8K
Event2026-06-30
Filed2026-07-09
CAVA
CAVA GROUP INC
-1.72%
Shares4.4K
Event2026-06-30
Filed2026-07-09
NICE
NICE LTD
2.40%
Shares3.8K
Event2026-06-30
Filed2026-07-09
LIVE NATION ENTERTAINMENT IN
LIVE NATION ENTERTAINMENT IN
-52.32%
Shares1.9K
Event2026-06-30
Filed2026-07-09
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-09
BRKR
BRUKER CORP
-0.53%
Shares5.6K
Event2026-06-30
Filed2026-07-09
ROKU
ROKU INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-09
META PLATFORMS INC
META PLATFORMS INC
0.00%
Shares575
Event2026-06-30
Filed2026-07-09
TKO
TKO GROUP HOLDINGS INC
-3.03%
Shares1.6K
Event2026-06-30
Filed2026-07-09
EFG
ISHARES TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-07-09
DHI
D R HORTON INC
-3.37%
Shares1.9K
Event2026-06-30
Filed2026-07-09
BLES
NORTHERN LTS FD TR IV
0.02%
Shares6.5K
Event2026-06-30
Filed2026-07-09
O
REALTY INCOME CORP
-14.04%
Shares5.0K
Event2026-06-30
Filed2026-07-09
ECL
ECOLAB INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-09
TWLO
TWILIO INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-09
FI
FISERV INC
3.26%
Shares6.2K
Event2026-06-30
Filed2026-07-09
VVV
VALVOLINE INC
-5.11%
Shares7.5K
Event2026-06-30
Filed2026-07-09
WINA
WINMARK CORP
New
Shares697
Event2026-06-30
Filed2026-07-09
HALOZYME THERAPEUTICS INC
HALOZYME THERAPEUTICS INC
-1.67%
Shares3.8K
Event2026-06-30
Filed2026-07-09
WPP
WPP PLC NEW
6.42%
Shares19.0K
Event2026-06-30
Filed2026-07-09
EXR
EXTRA SPACE STORAGE INC
-4.35%
Shares2.0K
Event2026-06-30
Filed2026-07-09
ESS
ESSEX PPTY TR INC
-3.01%
Shares999
Event2026-06-30
Filed2026-07-09
REG
REGENCY CTRS CORP
31.58%
Shares3.6K
Event2026-06-30
Filed2026-07-09
VONV
VANGUARD SCOTTSDALE FDS
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-09
SIGI
SELECTIVE INS GROUP INC
New
Shares2.9K
Event2026-06-30
Filed2026-07-09
LPLA
LPL FINL HLDGS INC
New
Shares988
Event2026-06-30
Filed2026-07-09
ECG
EVERUS CONSTR GROUP
New
Shares1.6K
Event2026-06-30
Filed2026-07-09
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-09
ISMD
NORTHERN LTS FD TR IV
New
Shares5.3K
Event2026-06-30
Filed2026-07-09
OLLI
OLLIES BARGAIN OUTLET HLDGS
-1.91%
Shares3.4K
Event2026-06-30
Filed2026-07-09
FIS
FIDELITY NATL INFORMATION SV
-0.73%
Shares6.7K
Event2026-06-30
Filed2026-07-09
WERN
WERNER ENTERPRISES INC
New
Shares5.9K
Event2026-06-30
Filed2026-07-09
IDEXX LABS INC
IDEXX LABS INC
29.79%
Shares488
Event2026-06-30
Filed2026-07-09
AWI
ARMSTRONG WORLD INDS INC NEW
-32.23%
Shares1.6K
Event2026-06-30
Filed2026-07-09
CNS
COHEN & STEERS INC
New
Shares3.3K
Event2026-06-30
Filed2026-07-09
NOMD
NOMAD FOODS LTD
-16.62%
Shares23.0K
Event2026-06-30
Filed2026-07-09
MTRN
MATERION CORP
New
Shares841
Event2026-06-30
Filed2026-07-09
FLS
FLOWSERVE CORP
New
Shares3.4K
Event2026-06-30
Filed2026-07-09
TOST
TOAST INC
-2.71%
Shares8.9K
Event2026-06-30
Filed2026-07-09
PSA
PUBLIC STORAGE
-1.41%
Shares767
Event2026-06-30
Filed2026-07-09
ELAN
ELANCO ANIMAL HEALTH INC
-3.03%
Shares9.6K
Event2026-06-30
Filed2026-07-09
BBY
BEST BUY INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-09
AVB
AVALONBAY CMNTYS INC
New
Shares1.2K
Event2026-06-30
Filed2026-07-09
DUOL
DUOLINGO INC
-1.35%
Shares2.0K
Event2026-06-30
Filed2026-07-09
GMED
GLOBUS MED INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-09
ADC
AGREE RLTY CORP
-1.98%
Shares3.0K
Event2026-06-30
Filed2026-07-09
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-0.51%
Shares5.8K
Event2026-06-30
Filed2026-07-09
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.00%
Shares241
Event2026-06-30
Filed2026-07-09
CPRT
COPART INC
New
Shares8.0K
Event2026-06-30
Filed2026-07-09
RNST
RENASANT CORP
-12.68%
Shares5.2K
Event2026-06-30
Filed2026-07-09
FNB
F N B CORP
-15.06%
Shares11.6K
Event2026-06-30
Filed2026-07-09
INTEGER HLDGS CORP
INTEGER HLDGS CORP
2.82%
Shares2.4K
Event2026-06-30
Filed2026-07-09
ONB
OLD NATL BANCORP IND
-14.24%
Shares8.5K
Event2026-06-30
Filed2026-07-09
KWR
QUAKER HOUGHTON
-13.66%
Shares1.4K
Event2026-06-30
Filed2026-07-09
ALNYLAM PHARMACEUTICALS INC
ALNYLAM PHARMACEUTICALS INC
-2.54%
Shares729
Event2026-06-30
Filed2026-07-09
HUBG
HUB GROUP INC
New
Shares5.0K
Event2026-06-30
Filed2026-07-09
AUB
ATLANTIC UN BANKSHARES CORP
New
Shares5.1K
Event2026-06-30
Filed2026-07-09
ORACLE CORP
ORACLE CORP
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-09
IPGP
IPG PHOTONICS CORP
-16.51%
Shares1.8K
Event2026-06-30
Filed2026-07-09
AVNT
AVIENT CORPORATION
-4.58%
Shares5.7K
Event2026-06-30
Filed2026-07-09
GM
GENERAL MTRS CO
-0.18%
Shares2.7K
Event2026-06-30
Filed2026-07-09
WPM
WHEATON PRECIOUS METALS CORP
New
Shares1.9K
Event2026-06-30
Filed2026-07-09
NWE
NORTHWESTERN ENERGY GROUP IN
-9.79%
Shares2.9K
Event2026-06-30
Filed2026-07-09
FR
FIRST INDL RLTY TR INC
-2.93%
Shares3.4K
Event2026-06-30
Filed2026-07-09
TOWN
TOWNEBANK PORTSMOUTH VA
-6.01%
Shares5.8K
Event2026-06-30
Filed2026-07-09
WFRD
WEATHERFORD INTL PLC
0.87%
Shares2.6K
Event2026-06-30
Filed2026-07-09
GTES
GATES INDL CORP PLC
New
Shares7.4K
Event2026-06-30
Filed2026-07-09
SYK
STRYKER CORPORATION
0.46%
Shares654
Event2026-06-30
Filed2026-07-09
KTB
KONTOOR BRANDS INC
-15.47%
Shares2.5K
Event2026-06-30
Filed2026-07-09
COLB
COLUMBIA BKG SYS INC
-17.47%
Shares6.4K
Event2026-06-30
Filed2026-07-09
RHP
RYMAN HOSPITALITY PPTYS INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-09
KRMN
KARMAN HLDGS INC
32.14%
Shares4.0K
Event2026-06-30
Filed2026-07-09
IBP
INSTALLED BLDG PRODS INC
-1.36%
Shares871
Event2026-06-30
Filed2026-07-09
NVST
ENVISTA HOLDINGS CORPORATION
New
Shares7.6K
Event2026-06-30
Filed2026-07-09
QXO
QXO INC
0.00%
Shares10.8K
Event2026-06-30
Filed2026-07-09
CWK
CUSHMAN AND WAKEFIELD LTD
-8.19%
Shares13.2K
Event2026-06-30
Filed2026-07-09
IRT
INDEPENDENCE RLTY TR INC
New
Shares10.4K
Event2026-06-30
Filed2026-07-09

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Legacy Wealth Asset Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo