StockDriftsStockDriftsTop 50 Legacy Wealth Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4.34% | 302.2K | $17.8M | +1.31%(+3.90K) | $62.48(+10.92%) | 2026-03-31 | |
| MLPA | GLOBAL X FDS | 2.99% | 227.8K | $12.3M | +5.74%(+12.37K) | $38.44(+41.93%) | 2026-03-31 | |
| WWJD | NORTHERN LTS FD TR IV | 2.56% | 281.5K | $10.5M | +6.03%(+16.01K) | $30.98(+27.64%) | 2026-03-31 | |
| TFLO | ISHARES TR | 2.46% | 199.7K | $10.1M | +6.12%(+11.52K) | $50.56(-0.02%) | 2026-03-31 | |
| PTL | NORTHERN LTS FD TR IV | 1.72% | 28.3K | $7.1M | +6.21%(+1.66K) | $219.63(+26.10%) | 2026-03-31 | |
| ESUM | STRATEGY SHS | 1.59% | 250.3K | $6.6M | +7.04%(+16.47K) | $24.94(+15.50%) | 2026-03-31 | |
| UCIB | UBS AG LONDON BRANCH | 1.39% | 172.8K | $5.7M | +0.12%(+206) | $20.13(+76.97%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.28% | 20.7K | $5.2M | +2.36%(+477) | $135.25(+120.97%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.27% | 16.9K | $5.2M | -0.32%(-55) | $63.92(+552.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.24% | 29.3K | $5.1M | +0.65%(+189) | $18.03(+1152.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.91% |
| Top 20 Holdings Unweighted | +17.25% | +61.21% |
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