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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
WFRDWeatherford Intl Plc
Recent Activity
Exited
0%
$254,505
2,997 shares@ $84.92 avg price
HALOHalozyme Therapeutics Inc
Recent Activity
Exited
0%
$220,832
3,858 shares@ $57.25 avg price
TPHTri Pointe Homes Inc
Recent Activity
Exited
0%
$217,397
4,798 shares@ $45.31 avg price
PLXSPlexus Corp
Recent Activity
Exited
0%
$216,959
1,587 shares@ $136.72 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$210,923
3,994 shares@ $52.81 avg price
MOG.AMoog Inc
Recent Activity
Exited
0%
$208,687
1,033 shares@ $202.03 avg price
SWNSouthwestern Energy Co
Recent Activity
Exited
0%
$152,417
21,437 shares@ $7.11 avg price