Holdings of Legacy Wealth Advisors, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 105 in 4 countries
- Top ten
- 66.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Amgen Inc | 597 | 210.1K $ | |
| 102 | W R Berkley Corp | 3,159 | 209.4K $ | |
| 103 | Howmet Aerospace Inc | 902 | 207.9K $ | |
| 104 | Zurn Elkay Water Solutions Corp | 4,597 | 206.1K $ | |
| 105 | Abbott Laboratories | 1,975 | 202.8K $ |
Sector breakdown
- Funds 26.1 %
- Technology 10.8 %
- Financials 10.2 %
- Consumer discretionary 3.6 %
- Communication 3.3 %
- Health care 2.0 %
- Industrials 1.2 %
- Consumer staples 1.0 %
- Energy 0.7 %
- Real estate 0.2 %
- Unattributed 40.9 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.3 %
- Taiwan 0.3 %
- Netherlands 0.3 %
- United Kingdom 0.2 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 102 | 186.6M $ | 99.30 % |
| 2 | Taiwan | 1 | 499.5K $ | 0.27 % |
| 3 | Netherlands | 1 | 487.4K $ | 0.26 % |
| 4 | United Kingdom | 1 | 335.2K $ | 0.18 % |
Cite this page
Titelia. "Holdings of Legacy Wealth Advisors, LLC". https://titelia.com/en/funds/US13F2111463