test

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
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
PGRProgressive Corp
Recent Activity
Decreased -4.64%
0.73%
$2.673M
11,157 shares@ $239.62 avg price
ASXAse Technology Hldg Co Ltd
Recent Activity
Decreased -1.58%
0.73%
$2.658M
263,957 shares@ $10.08 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -5.17%
0.72%
$2.617M
3,390 shares@ $772.01 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -7.22%
0.68%
$2.489M
501 shares@ $4968.42 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Decreased -2.08%
0.66%
$2.396M
13,916 shares@ $172.21 avg price