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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
CSCOCisco Sys Inc
Recent Activity
Decreased -3.47%
0.61%
$2.23M
37,671 shares@ $59.2 avg price
TPLCTimothy Plan
Recent Activity
Decreased -0.58%
0.6%
$2.184M
51,005 shares@ $42.83 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -1.83%
0.59%
$2.149M
24,058 shares@ $89.33 avg price
VVisa Inc
Recent Activity
Decreased -1.73%
0.58%
$2.129M
6,738 shares@ $316.05 avg price
TMToyota Motor Corp
Recent Activity
Decreased -1.72%
0.57%
$2.092M
10,752 shares@ $194.62 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -0.28%
0.57%
$2.079M
1,753 shares@ $1185.8 avg price
ALCAlcon Ag
Recent Activity
Decreased -12.87%
0.55%
$2.017M
23,756 shares@ $84.9 avg price
EQIXEquinix Inc
Recent Activity
Decreased -1.44%
0.55%
$1.991M
2,112 shares@ $942.9 avg price
TRIThomson Reuters Corp
Recent Activity
Decreased -0.24%
0.54%
$1.976M
12,320 shares@ $160.39 avg price
CWCurtiss Wright Corp
Recent Activity
Decreased -6.27%
0.54%
$1.955M
5,510 shares@ $354.88 avg price