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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
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
Exited
0%
$534,090
94,865 shares@ $5.64 avg price
AREAlexandria Real Estate Eq In
Recent Activity
Exited
0%
$493,050
4,152 shares@ $118.75 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Exited
0%
$346,380
10,951 shares@ $31.63 avg price
AVYAvery Dennison Corp
Recent Activity
Exited
0%
$326,504
1,479 shares@ $220.76 avg price
FNFabrinet
Recent Activity
Exited
0%
$325,105
1,375 shares@ $236.44 avg price
ENTGEntegris Inc
Recent Activity
Exited
0%
$324,874
2,887 shares@ $112.53 avg price
ONTOOnto Innovation Inc
Recent Activity
Exited
0%
$309,887
1,493 shares@ $207.56 avg price
CSGSCsg Sys Intl Inc
Recent Activity
Exited
0%
$294,235
6,048 shares@ $48.65 avg price
POOLPool Corp
Recent Activity
Exited
0%
$285,614
758 shares@ $376.8 avg price
WKCWorld Kinect Corporation
Recent Activity
Exited
0%
$280,601
9,078 shares@ $30.92 avg price