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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
UNPUnion Pac Corp
Recent Activity
Increased 0.08%
0.18%
$649,002
2,846 shares@ $228.05 avg price
AFGAmerican Finl Group Inc Ohio
Recent Activity
Increased 1.37%
0.18%
$648,911
4,739 shares@ $136.93 avg price
UTZUtz Brands Inc
Recent Activity
Increased 1.11%
0.18%
$636,125
40,621 shares@ $15.67 avg price
PAYCPaycom Software Inc
Recent Activity
Increased 35.32%
0.17%
$616,550
3,008 shares@ $204.98 avg price
GILGildan Activewear Inc
Recent Activity
Increased 115.12%
0.17%
$610,003
12,965 shares@ $47.05 avg price
FMCFmc Corp
Recent Activity
Increased 37.87%
0.17%
$609,861
12,546 shares@ $48.61 avg price
UHAL⤦U Haul Holding Company
Recent Activity
Increased 5.79%
0.17%
$589,260
9,200 shares@ $64.05 avg price
TXRHTexas Roadhouse Inc
Recent Activity
Increased 1.06%
0.16%
$568,535
3,151 shares@ $180.44 avg price
REXRRexford Indl Rlty Inc
Recent Activity
Increased 21.79%
0.16%
$564,707
14,607 shares@ $38.67 avg price
LKQLkq Corp
Recent Activity
Increased 37.57%
0.16%
$555,917
15,127 shares@ $36.75 avg price