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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
TFLOIshares Tr
Recent Activity
Increased 1.6%
2.73%
$10.007M
198,274 shares@ $50.48 avg price
MLPAGlobal X Fds
Recent Activity
Increased 9.41%
2.26%
$8.273M
167,430 shares@ $49.41 avg price
BLESNorthern Lts Fd Tr Iv
Recent Activity
Increased 1.01%
1.59%
$5.81M
157,075 shares@ $36.99 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 2.34%
1.21%
$4.414M
152,220 shares@ $29.0 avg price
UCIBUbs Ag London Branch
Recent Activity
Increased 5.26%
0.87%
$3.167M
122,979 shares@ $25.76 avg price
RACEFerrari N V
Recent Activity
Increased 0.04%
0.63%
$2.299M
5,412 shares@ $424.84 avg price
ASMLAsml Holding N V
Recent Activity
Increased 1.36%
0.53%
$1.923M
2,774 shares@ $693.09 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 1.64%
0.5%
$1.806M
29,957 shares@ $60.3 avg price
TELTe Connectivity Plc
Recent Activity
Increased 0.41%
0.49%
$1.789M
12,512 shares@ $142.98 avg price
USFRWisdomtree Tr
Recent Activity
Increased 1.18%
0.45%
$1.622M
32,230 shares@ $50.33 avg price