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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
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
TAKTakeda Pharmaceutical Co Ltd
Recent Activity
Decreased -12.85%
0.51%
$1.865M
140,837 shares@ $13.25 avg price
CPCanadian Pacific Kansas City
Recent Activity
Decreased -0.81%
0.51%
$1.857M
25,653 shares@ $72.38 avg price
UBSUbs Group Ag
Recent Activity
Decreased -0.63%
0.5%
$1.829M
60,322 shares@ $30.32 avg price
HMCHonda Motor Ltd
Recent Activity
Decreased -9.11%
0.49%
$1.8M
63,055 shares@ $28.55 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
Decreased -0.61%
0.49%
$1.786M
9,568 shares@ $186.71 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -1.46%
0.49%
$1.766M
14,621 shares@ $120.8 avg price