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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Wealth Asset Management, LLC

Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001085146-25-001937

Total Value
$361.9M
Positions
339
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (339)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY WISE ORIGIN BITCOINFBTC307,686$22.1M6.12%
2ISHARES TR46434V860219,214$11.1M3.07%
3GLOBAL X FDS37954Y343171,016$9.1M2.52%
4NORTHERN LTS FD TR IVNTRSO162,369$6.1M1.69%
5NORTHERN LTS FD TR IVNTRSO149,323$5.1M1.41%
6NORTHERN LTS FD TR IVNTRSO160,536$4.9M1.36%
7APPLE INCAAPL20,554$4.6M1.26%
8GRAYSCALE BITCOIN TRUST ETFGBTC67,693$4.4M1.22%
9NVIDIA CORPORATIONNVDA35,863$3.9M1.07%
10UBS AG LONDON BRANCHUSML137,105$3.6M1.01%
11BROADCOM INCAVGO21,442$3.6M0.99%
12NORTHERN LTS FD TR IVNTRSO142,714$3.4M0.94%
13LINDE PLCLIN7,065$3.3M0.91%
14PROGRESSIVE CORP74331510310,855$3.1M0.85%
15MITSUBISHI UFJ FINL GROUP IN606822104216,804$3.0M0.82%
16YUM CHINA HLDGS INCYUMC55,445$2.9M0.80%
17TAKEDA PHARMACEUTICAL CO LTDTKPHF185,472$2.8M0.76%
18ELI LILLY & COLLY3,312$2.7M0.76%
19ZTO EXPRESS CAYMAN INCZTOEF135,019$2.7M0.74%
20INTUITIVE SURGICAL INCISRG5,145$2.5M0.70%
21COCA-COLA EUROPACIFIC PARTNECCEP29,234$2.5M0.70%
22SAP SESAPGF9,140$2.5M0.68%
23HDFC BANK LTDHDB36,840$2.4M0.68%
24ICICI BANK LIMITEDIBN77,592$2.4M0.68%
25OREILLY AUTOMOTIVE INC67103H1071,699$2.4M0.67%
26BOSTON SCIENTIFIC CORPBSX23,125$2.3M0.64%
27CISCO SYS INCCSCO37,104$2.3M0.63%
28ASE TECHNOLOGY HLDG CO LTDASX261,207$2.3M0.63%
29VISA INCV6,527$2.3M0.63%
30SIMON PPTY GROUP INC NEW82880610913,702$2.3M0.63%
31FERRARI N VRACE5,296$2.3M0.63%
32BOOKING HOLDINGS INCBKNG484$2.2M0.62%
33TIMOTHY PLAN88743235952,193$2.2M0.61%
34TOTALENERGIES SETTE33,252$2.2M0.59%
35THOMSON REUTERS CORPTMSOF11,976$2.1M0.57%
36SERVICENOW INCNOW2,524$2.0M0.56%
37P T TELEKOMUNIKASI INDONESIA715684106134,970$2.0M0.55%
38AUTODESK INCADSK7,458$2.0M0.54%
39SBA COMMUNICATIONS CORP NEWSBAC8,788$1.9M0.53%
40TAIWAN SEMICONDUCTOR MFG LTD87403910011,617$1.9M0.53%
41TOYOTA MOTOR CORPTOYOF10,896$1.9M0.53%
42HONDA MOTOR LTDHNDAF70,145$1.9M0.53%
43BANCO BILBAO VIZCAYA ARGENTABBVXF138,571$1.9M0.52%
44BHP GROUP LTDBHPLF38,081$1.8M0.51%
45UBS GROUP AGUBS60,014$1.8M0.51%
46CANADIAN PACIFIC KANSAS CITYCP26,037$1.8M0.51%
47CHECK POINT SOFTWARE TECH LTM224651047,976$1.8M0.50%
48DOLLAR GEN CORP NEW25667710520,255$1.8M0.49%
49TE CONNECTIVITY PLCTEL12,498$1.8M0.49%
50CANADIAN NATL RY CO13637510217,615$1.7M0.47%
51KLA CORPKLAC2,494$1.7M0.47%
52EQUINIX INCEQIX2,069$1.7M0.47%
53ANALOG DEVICES INCADI8,356$1.7M0.47%
54WISDOMTREE TRWT32,564$1.6M0.45%
55ETFS GOLD TR00326A10454,614$1.6M0.45%
56AMERICAN TOWER CORP NEW03027X1007,443$1.6M0.45%
57CURTISS WRIGHT CORPCW5,087$1.6M0.45%
58CHUBB LIMITEDCB5,342$1.6M0.45%
59WASTE CONNECTIONS INCWCN8,261$1.6M0.45%
60EDWARDS LIFESCIENCES CORPEW21,960$1.6M0.44%
61ACCENTURE PLC IRELANDACN5,094$1.6M0.44%
62ADVANCED MICRO DEVICES INCAMD15,294$1.6M0.43%
63CHIPOTLE MEXICAN GRILL INCCMG30,801$1.5M0.43%
64BANCO SANTANDER S.A.BCDRF227,229$1.5M0.42%
65MEDTRONIC PLCMDT16,925$1.5M0.42%
66ENSIGN GROUP INCENSG11,643$1.5M0.42%
67ADOBE INCADBE3,908$1.5M0.41%
68HP INCHPQ53,797$1.5M0.41%
693M COMMM10,094$1.5M0.41%
70CHEMED CORP NEWCHE2,394$1.5M0.41%
71ISHARES TR46428745717,761$1.5M0.41%
72INTERNATIONAL BUSINESS MACHSINTR5,858$1.5M0.40%
73KONINKLIJKE PHILIPS N VRYLPF56,012$1.4M0.39%
74EQUINOR ASASTOHF53,171$1.4M0.39%
75GILDAN ACTIVEWEAR INCGIL31,263$1.4M0.38%
76INTERCONTINENTAL EXCHANGE IN45866F1047,719$1.3M0.37%
77MARSH & MCLENNAN COS INC5717481025,292$1.3M0.36%
78AON PLCAON3,209$1.3M0.35%
79COCA COLA COKO17,846$1.3M0.35%
80T-MOBILE US INCTMUSZ4,749$1.3M0.35%
81DUPONT DE NEMOURS INCDD16,388$1.2M0.34%
82EMBRAER S.A.EMBJ26,068$1.2M0.33%
83VANGUARD SCOTTSDALE FDS92206C10220,169$1.2M0.33%
84VICTORY CAP HLDGS INC92645B10320,209$1.2M0.32%
85INSPERITY INCNSP12,900$1.2M0.32%
86CROWN CASTLE INCCCI10,848$1.1M0.31%
87ENI S P A26874R10835,796$1.1M0.31%
88VANGUARD SCOTTSDALE FDS92206C84719,075$1.1M0.30%
89TERRENO RLTY CORP88146M10117,344$1.1M0.30%
90CRH PLCCRH11,959$1.1M0.29%
91NATWEST GROUP PLCRBSPF85,516$1.0M0.28%
92GENMAB A/SGNMSF49,367$966,6060.27%
93LAM RESEARCH CORPLRCX13,243$962,7660.27%
94BOEING COBA-PA5,502$938,3660.26%
95APTARGROUP INCATR6,311$936,4260.26%
96STRYKER CORPORATIONSYK2,515$936,2090.26%
97FEDERAL SIGNAL CORPFSS12,641$929,7460.26%
98TEXAS ROADHOUSE INCTXRH5,568$927,7960.26%
99ABRDN SILVER ETF TRUSTSIVR28,118$914,1160.25%
100ENPRO INCNPO5,627$910,3920.25%
101CATERPILLAR INCCAT2,755$908,5990.25%
102SOUTHERN COSOMN9,869$907,4550.25%
103EVERCORE INCEVR4,520$902,7340.25%
104BANK NEW YORK MELLON CORP06405810010,663$894,3060.25%
105TETRA TECH INC NEWTTEK30,322$886,9190.25%
106CHEVRON CORP NEWCVX5,163$863,7180.24%
107GENERAL MTRS CO37045V10018,312$861,2130.24%
108TEXAS INSTRS INC8825081044,787$860,2240.24%
109EOG RES INCEOG6,668$855,1040.24%
110GILEAD SCIENCES INCGILD7,561$847,2100.23%
111BARCLAYS PLCBCLYF54,723$840,5450.23%
112PAYCOM SOFTWARE INCPAYC3,841$839,1820.23%
113EXXON MOBIL CORPXOM6,955$827,0990.23%
114FISERV INCFISV3,739$825,6830.23%
115KINSALE CAP GROUP INC49714P1081,683$819,1330.23%
116BLACKROCK INCBLK865$818,7050.23%
117AMGEN INCAMGN2,621$816,5730.23%
118DUKE ENERGY CORP NEWDUKB6,685$815,3690.23%
119ING GROEP N.V.INGVF41,443$811,8680.22%
120TJX COS INC NEW8725401096,659$811,0660.22%
121YUM BRANDS INCYUM5,119$805,5260.22%
122ZAI LAB LTDZLAB22,285$805,3800.22%
123RB GLOBAL INCRBA8,028$805,2080.22%
124RTX CORPORATIONRTX6,076$804,8270.22%
125BWX TECHNOLOGIES INCBWXT8,155$804,4910.22%
126STERIS PLCSTE3,541$802,5680.22%
127CAE INCCAE32,562$800,7000.22%
128MERCADOLIBRE INCMELI410$799,8570.22%
129TELEFONAKTIEBOLAGET LM ERICS294821608102,714$797,0610.22%
130TESLA INCTSLA3,055$791,7340.22%
131S&P GLOBAL INCSPGI1,554$789,5960.22%
132ARGENX SEARGX1,324$783,6300.22%
133AUTOMATIC DATA PROCESSING INADP2,540$776,0460.21%
134CONOCOPHILLIPSCOP7,316$768,3260.21%
135MIZUHO FINANCIAL GROUP INCMZHOF137,984$760,2920.21%
136MICRON TECHNOLOGY INCMU8,735$758,9840.21%
137ABBOTT LABSABLZF5,688$754,5130.21%
138LOWES COS INC5486611073,235$754,4990.21%
139MSA SAFETY INCMNESP5,140$753,9870.21%
140ASML HOLDING N VASMLF1,137$753,4100.21%
141PROLOGIS INC.PLDGP6,720$751,2290.21%
142LLOYDS BANKING GROUP PLCLLOBF195,022$744,9840.21%
143WELLTOWER INCWELL4,856$743,9880.21%
144LANTHEUS HLDGS INCLNTH7,614$743,1260.21%
145ARCELORMITTAL SA LUXEMBOURGARCXF25,757$743,0890.21%
146PNC FINL SVCS GROUP INC6934751054,190$736,4760.20%
147MANULIFE FINL CORP56501R10623,627$735,9810.20%
148CHESAPEAKE UTILS CORP1653031085,721$734,7480.20%
149BARRICK GOLD CORP06790110837,471$728,4360.20%
150HOME DEPOT INCHD1,985$727,4830.20%
151CAMDEN PPTY TR1331311025,919$723,8940.20%
152HSBC HLDGS PLCHBCYF12,594$723,2730.20%
153QUALCOMM INCQCOM4,682$719,2020.20%
154AAON INCAAON9,197$718,5620.20%
155CREDICORP LTDBAP3,857$718,0190.20%
156SHOPIFY INCSHOP7,517$717,7230.20%
157SPDR SER TR78464A33426,860$705,3440.19%
158MCDONALDS CORPMCD2,256$704,7070.19%
159INVESCO EXCH TRADED FD TR IIIVZ34,729$700,4840.19%
160SCHWAB CHARLES CORPSCHW-PJ8,936$699,5100.19%
161HALEON PLCHLNCF67,871$698,3930.19%
162HONEYWELL INTL INC4385161063,294$697,5050.19%
163RELX PLCRLXXF13,832$697,2710.19%
164VERTEX PHARMACEUTICALS INCVRTX1,429$692,8080.19%
165NEXTERA ENERGY INCNEE-PW9,663$685,0100.19%
166ALCON AGALC7,151$678,8440.19%
167WASTE MGMT INC DEL94106L1092,932$678,7870.19%
168BANCOLOMBIA S A05968L10216,851$677,4100.19%
169LANCASTER COLONY CORPMZTI3,849$673,5750.19%
170LEMAITRE VASCULAR INCLMAT8,023$673,1300.19%
171TRUIST FINL CORP89832Q10916,316$671,4030.19%
172U S PHYSICAL THERAPYUSPH9,246$669,0410.18%
173UNION PAC CORPUNP2,829$668,3230.18%
174VANGUARD SCOTTSDALE FDS92206C77114,376$665,7530.18%
175GRAYSCALE BITCOIN MINI TR ET38993020718,196$663,9720.18%
176OCCIDENTAL PETE CORP67459910513,445$663,6450.18%
177ARCH CAP GROUP LTDG0450A1056,890$662,6800.18%
178LOCKHEED MARTIN CORPLMT1,474$658,4510.18%
179AFFILIATED MANAGERS GROUP INMGRE3,911$657,1650.18%
180MONDELEZ INTL INC6092071059,681$656,8560.18%
181TELEFONICA BRASIL SAVIV75,123$655,0730.18%
182COLGATE PALMOLIVE COCL6,978$653,8390.18%
183LKQ CORPLKQ15,364$653,5850.18%
184US BANCORP DELUSB-PS15,475$653,3550.18%
185SPDR SER TR78464A51629,570$646,4000.18%
186ENCOMPASS HEALTH CORPEHC6,353$643,4320.18%
187FERGUSON ENTERPRISES INCFERG4,015$643,3230.18%
188TRANSUNIONTRU7,699$638,9400.18%
189SS&C TECHNOLOGIES HLDGS INCSSNC7,643$638,4200.18%
190ATLASSIAN CORPORATIONTEAM2,998$636,2060.18%
191ROYAL BK CDA7800871025,639$635,6280.18%
192FIDELITY NATIONAL FINANCIALFNF9,765$635,5060.18%
193DEERE & CODE1,347$632,2140.17%
194CME GROUP INCCME2,379$631,1250.17%
195SHINHAN FINANCIAL GROUP CO LSHG19,555$627,3240.17%
196SHERWIN WILLIAMS COSHW1,796$627,1450.17%
197ROSS STORES INCROST4,903$626,5540.17%
198AMERICAN FINL GROUP INC OHIO0259321044,726$620,7130.17%
199ZOETIS INCZTS3,726$613,4860.17%
200BRISTOL-MYERS SQUIBB COCELG-RI10,036$612,0960.17%
201PEPSICO INCPEP4,057$608,3070.17%
202FEDEX CORPFDX2,494$607,9870.17%
203KRAFT HEINZ COKHC19,978$607,9310.17%
204SHELL PLCRYDAF8,261$605,3660.17%
205PRUDENTIAL PLCPUKPF28,071$603,5270.17%
206WHITE MTNS INS GROUP LTDG9618E107312$600,8530.17%
207SMURFIT WESTROCK PLCSW13,293$598,9830.17%
208INTERPARFUMS INCINTR5,179$589,7330.16%
209SCHLUMBERGER LTDSLB14,074$588,2930.16%
210XCEL ENERGY INCXELLL8,269$585,3630.16%
211GENERAL DYNAMICS CORPGD2,132$581,1410.16%
212COUPANG INCCPNG26,382$578,5570.16%
213MONDAY COM LTDMNDY2,379$578,4780.16%
214CSX CORPCSX19,593$576,6220.16%
215ILLINOIS TOOL WKS INC4523081092,316$574,3910.16%
216REXFORD INDL RLTY INC76169C10014,666$574,1740.16%
217UTZ BRANDS INCUTZ40,532$570,6910.16%
218SELECT SECTOR SPDR TR81369Y60511,395$567,5640.16%
219BAKER HUGHES COMPANYBKR12,767$561,1100.16%
220HEICO CORP NEWHEI-A2,658$560,6730.15%
221ITAU UNIBANCO HLDG S A465562106101,789$559,8400.15%
222TRIP COM GROUP LTDTRPCF8,750$556,3250.15%
223PETROLEO BRASILEIRO SA PETRO71654V40838,522$552,4050.15%
224U HAUL HOLDING COMPANYUHAL-B9,278$549,0720.15%
225VANGUARD INDEX FDS9229083631,063$546,3680.15%
226EASTGROUP PPTYS INC2772761013,048$536,9050.15%
227CGI INCGIB5,303$529,3980.15%
228M & T BK CORP55261F1042,960$529,1000.15%
229KITE RLTY GROUP TR49803T30023,621$528,4020.15%
230EVEREST GROUP LTDEG1,451$527,1920.15%
231ZIMMER BIOMET HOLDINGS INCZBH4,613$522,0990.14%
232AMERICOLD REALTY TRUST INCCOLD24,246$520,3190.14%
233FORD MTR CO34537086051,748$519,0320.14%
234NORTHROP GRUMMAN CORPNOC1,012$518,1540.14%
235EAGLE MATLS INC26969P1082,330$517,0970.14%
236PERRIGO CO PLCPRGO18,302$513,1880.14%
237LIVE NATION ENTERTAINMENT INLYV3,930$513,1790.14%
238NU HLDGS LTDNU49,794$509,8910.14%
239CANADIAN NAT RES LTD13638510116,536$509,3090.14%
240ALLISON TRANSMISSION HLDGS IALSN5,302$507,2420.14%
241AVANTOR INCAVTR31,142$504,8120.14%
242FIDELITY NATL INFORMATION SV31620M1066,754$504,3890.14%
243OPEN TEXT CORPOTEX19,958$504,1390.14%
244RESTAURANT BRANDS INTL INC76131D1037,543$502,6660.14%
245SMITH & NEPHEW PLCSNNUF17,699$502,1210.14%
246FMC CORPFMC11,781$497,0400.14%
247RIO TINTO PLCRTNTF8,161$490,3130.14%
248BP PLCBPPFF13,883$469,1070.13%
249TAPESTRY INCTPR6,621$466,1850.13%
250BALCHEM CORPBCPC2,802$465,1320.13%
251BROWN & BROWN INCBRO3,670$456,5480.13%
252INNOSPEC INCIOSP4,750$450,0630.12%
253DOMINION ENERGY INCD8,010$449,1210.12%
254COGNIZANT TECHNOLOGY SOLUTIOCTSH5,830$445,9950.12%
255JAMES HARDIE INDS PLC47030M10618,663$439,7000.12%
256CEMEX SAB DE CVCXMSF77,957$437,3390.12%
257XP INCXP31,712$436,0400.12%
258BANCO BRADESCO S A059460303191,831$427,7830.12%
259UNITED PARCEL SERVICE INCUPS3,785$416,3120.12%
260BOK FINL CORP05561Q2013,956$412,0170.11%
261UFP INDUSTRIES INCUFPI3,789$405,5750.11%
262NICE LTDNCSYF2,627$405,0050.11%
263PENUMBRA INCPEN1,508$403,2540.11%
264ICON PLCICLR2,284$399,6770.11%
265STMICROELECTRONICS N VSTMEF18,156$398,7060.11%
266NEW YORK TIMES CONYT8,035$398,5360.11%
267UNIVERSAL DISPLAY CORPOLED2,833$395,1470.11%
268KEYSIGHT TECHNOLOGIES INCKEYS2,596$388,8030.11%
269WPP PLC NEWWPPGF10,240$388,7100.11%
270LAUDER ESTEE COS INC5184391045,821$384,1860.11%
271CELESTICA INCCLS4,832$380,8100.11%
272SPROUTS FMRS MKT INC85208M1022,421$369,5410.10%
273COPART INCCPRT6,474$366,3640.10%
274VANGUARD INTL EQUITY INDEX F9220428588,056$364,6150.10%
275BJS WHSL CLUB HLDGS INC05550J1013,112$355,0790.10%
276VANGUARD SCOTTSDALE FDS92206C6803,819$354,3650.10%
277POWER INTEGRATIONS INCPOWI6,994$353,1970.10%
278LITTELFUSE INCLFUS1,789$351,9680.10%
279SENSATA TECHNOLOGIES HLDG PLST14,474$351,2840.10%
280OLLIES BARGAIN OUTLET HLDGS6811161092,979$346,6360.10%
281PUBLIC STORAGE OPER COPSA-PS1,154$345,3810.10%
282AMERICAN HOMES 4 RENTAMH-PG9,063$342,6720.09%
283MAGNA INTL INC55922240110,067$342,1770.09%
284AVIENT CORPORATIONAVNT9,182$341,2030.09%
285DESCARTES SYS GROUP INC2499061083,352$337,9820.09%
286META PLATFORMS INCMETA579$333,7120.09%
287SNAP ON INCSNA988$332,9660.09%
288BIOGEN INCBIIB2,420$331,1530.09%
289RAYMOND JAMES FINL INC7547301092,349$326,3000.09%
290GODADDY INCGDDY1,790$322,4510.09%
291CRANE COMPANYCR2,103$322,1380.09%
292MICROCHIP TECHNOLOGY INC.MCHPP6,597$319,3610.09%
293DT MIDSTREAM INCDTM3,263$314,8140.09%
294RESMED INCRSMDF1,404$314,2850.09%
295EMCOR GROUP INCEME850$314,1860.09%
296EXTRA SPACE STORAGE INCEXR2,105$312,5710.09%
297TELEDYNE TECHNOLOGIES INCTDY626$311,5660.09%
298GUIDEWIRE SOFTWARE INCGWRE1,658$310,6430.09%
299ESSEX PPTY TR INC2971781051,003$307,4900.08%
300STRIDE INCLRN2,382$301,3230.08%
301MICROSOFT CORPMSFT801$300,6870.08%
302ISHARES INC46434G1035,568$300,5050.08%
303HOULIHAN LOKEY INCHLI1,855$299,5830.08%
304WINMARK CORPWINA937$297,8440.08%
305GARMIN LTDGRMN1,328$288,3490.08%
306VENTAS INCVTR4,177$287,2110.08%
307NIKE INCNKE4,425$280,8990.08%
308DEXCOM INCDXCM4,040$275,8920.08%
309US FOODS HLDG CORPUSFD4,204$275,1940.08%
310ISHARES TR4642888774,593$270,7110.07%
311DYNATRACE INCDT5,641$265,9730.07%
312EQUITY LIFESTYLE PPTYS INC29472R1083,934$262,3980.07%
313VANGUARD INDEX FDS922908736702$260,3160.07%
314ISHARES TR4642888852,587$258,7000.07%
315KNIFE RIVER CORPKNF2,842$256,3770.07%
316HOLOGIC INCHOLX4,103$253,4420.07%
317CYBERARK SOFTWARE LTDM2682V108749$253,1620.07%
318HALOZYME THERAPEUTICS INCHALO3,945$251,7300.07%
319BOOZ ALLEN HAMILTON HLDG CORBAH2,395$250,4690.07%
320PURE STORAGE INC74624M1025,657$250,4350.07%
321LANDSTAR SYS INCLSTR1,593$239,2690.07%
322SPS COMM INCSPSC1,789$237,4540.07%
323SAIA INCSAIA674$235,5160.07%
324MARKETAXESS HLDGS INCMKTX1,088$235,3890.07%
325TXNM ENERGY INCTXNM4,237$226,5950.06%
326VANGUARD SCOTTSDALE FDS92206C7142,728$225,1690.06%
327MERITAGE HOMES CORPMTH3,058$216,7510.06%
328DECKERS OUTDOOR CORPDECK1,903$212,7740.06%
329NVENT ELECTRIC PLCNVT4,053$212,4580.06%
330AVALONBAY CMNTYS INCAWX979$210,1130.06%
331VALVOLINE INCVVV5,865$204,1610.06%
332ELECTROMED INCELMD8,550$204,0030.06%
333NEUEHEALTH INC10920V40429,906$202,1650.06%
334MDU RES GROUP INC55269010911,371$192,2840.05%
335CUSHMAN WAKEFIELD PLCCWK16,068$164,2150.05%
336F N B CORP30252010111,736$157,8490.04%
337PATTERSON-UTI ENERGY INCPTEN17,323$142,3950.04%
338APARTMENT INVT & MGMT COAPA11,537$101,5260.03%
339LIVEPERSON INCLPSN10,015$8,0030.00%