LEGACY WEALTH ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PGR | 5K | $1.13M |
 | MCD | 4K | $1.36M |
 | ZTS | 4K | $642.78K |
 | CCI | 4K | $419.54K |
 | TMUS | 4K | $1.01M |
 | PNC | 4K | $840.29K |
 | CAVA | 4K | $252.57K |
 | CW | 4K | $2.26M |
 | ADBE | 4K | $1.45M |
 | IOSP | 4K | $313.50K |
 | ADSK | 4K | $1.28M |
 | ELS | 4K | $243.77K |
 | BOKF | 4K | $443.31K |
 | HLIO | 4K | $205.39K |
 | IBM | 4K | $1.11M |
 | COKE | 4K | $460.67K |
 | LYV | 4K | $638.08K |
 | FI | 4K | $492.00K |
 | EVR | 4K | $1.29M |
 | PAYC | 4K | $785.52K |
The Progressive Corporation
PGR
Shares Held
5K
Value
$1.13M
McDonald's Corporation
MCD
Shares Held
4K
Value
$1.36M
Zoetis Inc.
ZTS
Shares Held
4K
Value
$642.78K
Crown Castle Inc.
CCI
Shares Held
4K
Value
$419.54K
T-Mobile US, Inc.
TMUS
Shares Held
4K
Value
$1.01M
The PNC Financial Services Group, Inc.
PNC
Shares Held
4K
Value
$840.29K
CAVA Group, Inc.
CAVA
Shares Held
4K
Value
$252.57K
Curtiss-Wright Corporation
CW
Shares Held
4K
Value
$2.26M
Adobe Inc.
ADBE
Shares Held
4K
Value
$1.45M
Innospec Inc.
IOSP
Shares Held
4K
Value
$313.50K
Autodesk, Inc.
ADSK
Shares Held
4K
Value
$1.28M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
4K
Value
$243.77K
BOK Financial Corporation
BOKF
Shares Held
4K
Value
$443.31K
Helios Technologies, Inc.
HLIO
Shares Held
4K
Value
$205.39K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.11M
Coca-Cola Consolidated, Inc.
COKE
Shares Held
4K
Value
$460.67K
Live Nation Entertainment, Inc.
LYV
Shares Held
4K
Value
$638.08K
Fiserv, Inc.
FI
Shares Held
4K
Value
$492.00K
Evercore Inc.
EVR
Shares Held
4K
Value
$1.29M
Paycom Software, Inc.
PAYC
Shares Held
4K
Value
$785.52K