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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
ACNAccenture Plc Ireland
Recent Activity
Decreased -4.34%
1.02%
$3.714M
10,558 shares@ $351.8 avg price
IBDNorthern Lts Fd Tr Iv
Recent Activity
Decreased -0.04%
0.9%
$3.299M
140,727 shares@ $23.45 avg price
UCIBUbs Ag London Branch
Recent Activity
Increased 5.26%
0.87%
$3.167M
122,979 shares@ $25.76 avg price
LINLinde Plc
Recent Activity
Decreased -0.98%
0.78%
$2.858M
6,826 shares@ $418.67 avg price
SAPSap Se
Recent Activity
Decreased -2.77%
0.77%
$2.801M
11,377 shares@ $246.21 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -7.1%
0.76%
$2.785M
5,336 shares@ $521.97 avg price
NOWServicenow Inc
Recent Activity
Decreased -7.11%
0.76%
$2.781M
2,623 shares@ $1060.13 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -4.19%
0.75%
$2.749M
13,920 shares@ $197.5 avg price
YUMCYum China Hldgs Inc
Recent Activity
Decreased -6.48%
0.74%
$2.698M
56,001 shares@ $48.17 avg price
MUFGMitsubishi Ufj Finl Group In
Recent Activity
Decreased -2.46%
0.74%
$2.689M
229,407 shares@ $11.72 avg price