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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
OLLIOllies Bargain Outlet Hldgs
Recent Activity
New Position
0.09%
$323,045
2,944 shares@ $109.73 avg price
IWRIshares Tr
Recent Activity
New Position
0.09%
$319,654
3,616 shares@ $88.4 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
New Position
0.09%
$317,802
2,501 shares@ $127.07 avg price
DXCMDexcom Inc
Recent Activity
New Position
0.09%
$315,202
4,053 shares@ $77.78 avg price
MCHPMicrochip Technology Inc.
Recent Activity
New Position
0.09%
$312,328
5,446 shares@ $57.35 avg price
ELMDElectromed Inc
Recent Activity
New Position
0.07%
$252,653
8,550 shares@ $29.56 avg price
MEOHMethanex Corp
Recent Activity
New Position
0.06%
$220,435
4,414 shares@ $49.94 avg price
THSTreehouse Foods Inc
Recent Activity
New Position
0.06%
$215,558
6,136 shares@ $35.14 avg price
DLRDigital Rlty Tr Inc
Recent Activity
New Position
0.06%
$205,171
1,157 shares@ $177.34 avg price
AEOAmerican Eagle Outfitters In
Recent Activity
New Position
0.06%
$185,104
11,104 shares@ $16.68 avg price