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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
VCTRVictory Cap Hldgs Inc
Recent Activity
Increased 3.02%
0.44%
$1.593M
24,339 shares@ $65.47 avg price
SGOLEtfs Gold Tr
Recent Activity
Increased 11.06%
0.37%
$1.351M
53,947 shares@ $25.05 avg price
EFVIshares Tr
Recent Activity
Increased 452.04%
0.37%
$1.33M
25,355 shares@ $52.48 avg price
PHGKoninklijke Philips N V
Recent Activity
Increased 1.11%
0.36%
$1.3M
51,331 shares@ $25.33 avg price
MMM3m Co
Recent Activity
Increased 9.14%
0.36%
$1.294M
10,022 shares@ $129.1 avg price
DDDupont De Nemours Inc
Recent Activity
Increased 0.18%
0.35%
$1.252M
16,415 shares@ $76.26 avg price
TSLATesla Inc
Recent Activity
Increased 191.51%
0.34%
$1.22M
3,020 shares@ $403.85 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 1.05%
0.32%
$1.17M
20,107 shares@ $58.18 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 0.67%
0.31%
$1.132M
5,327 shares@ $212.41 avg price
IEMGIshares Inc
Recent Activity
Increased 261.62%
0.29%
$1.051M
20,135 shares@ $52.23 avg price