John Brocker

@Legacy Wealth Asset Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$367.404M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VGLTVanguard Scottsdale Fds Recent Activity Increased 2.33%	0.29%	$1.046M 18,896 shares@ $55.36 avg price	Increased 2.33%
EFGIshares Tr Recent Activity Increased 245.31%	0.24%	$864,982 8,933 shares@ $96.83 avg price	Increased 245.31%
USPHU S Physical Therapy Recent Activity Increased 11.14%	0.23%	$843,632 9,510 shares@ $88.71 avg price	Increased 11.14%
SIVRAbrdn Silver Etf Trust Recent Activity Increased 4.93%	0.21%	$758,864 27,525 shares@ $27.57 avg price	Increased 4.93%
RBARb Global Inc Recent Activity Increased 0.29%	0.21%	$742,248 8,228 shares@ $90.22 avg price	Increased 0.29%
MUMicron Technology Inc Recent Activity Increased 0.3%	0.2%	$723,187 8,593 shares@ $84.17 avg price	Increased 0.3%
COPConocophillips Recent Activity Increased 7.9%	0.2%	$718,487 7,245 shares@ $99.18 avg price	Increased 7.9%
QCOMQualcomm Inc Recent Activity Increased 0.61%	0.2%	$714,026 4,648 shares@ $153.63 avg price	Increased 0.61%
MELIMercadolibre Inc Recent Activity Increased 4.53%	0.2%	$707,383 416 shares@ $1700.44 avg price	Increased 4.53%
CPTCamden Ppty Tr Recent Activity Increased 0.78%	0.19%	$690,090 5,947 shares@ $116.05 avg price	Increased 0.78%