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John Brocker

@Legacy Wealth Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$367.404MTotal holdings348
Assets growth rate-1.41%Assets growth rate (2-Q avg)1.84%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 348 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 367.404M in assets, with a quarterly growth rate of -1.41% and a 2-quarter average growth rate of 1.84%. The portfolio is managed by John Brocker, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
New Position
0.26%
$938,629
12,995 shares@ $72.24 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.25%
$904,147
882 shares@ $1025.11 avg price
ATRAptargroup Inc
Recent Activity
New Position
0.24%
$858,394
5,464 shares@ $157.1 avg price
EFAIshares Tr
Recent Activity
New Position
0.23%
$821,654
10,867 shares@ $75.62 avg price
BTCGrayscale Bitcoin Mini Tr Et
Recent Activity
New Position
0.21%
$765,886
18,292 shares@ $41.87 avg price
IWSIshares Tr
Recent Activity
New Position
0.18%
$625,230
4,834 shares@ $129.35 avg price
IWBIshares Tr
Recent Activity
New Position
0.15%
$547,350
1,699 shares@ $322.17 avg price
GDDYGodaddy Inc
Recent Activity
New Position
0.12%
$410,727
2,081 shares@ $197.38 avg price
TPRTapestry Inc
Recent Activity
New Position
0.1%
$341,937
5,234 shares@ $65.33 avg price
VOTVanguard Index Fds
Recent Activity
New Position
0.1%
$338,503
1,334 shares@ $253.76 avg price