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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
SBACSba Communications Corp New
Recent Activity
Decreased -8.47%
0.48%
$1.727M
8,475 shares@ $203.8 avg price
HPQHp Inc
Recent Activity
Decreased -0.22%
0.47%
$1.726M
52,906 shares@ $32.64 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -2.98%
0.47%
$1.691M
7,957 shares@ $212.46 avg price
TLKP T Telekomunikasi Indonesia
Recent Activity
Decreased -19.67%
0.46%
$1.689M
102,696 shares@ $16.45 avg price
TTETotalenergies Se
Recent Activity
Decreased -7.62%
0.46%
$1.685M
30,920 shares@ $54.5 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.17%
0.46%
$1.68M
3,779 shares@ $444.69 avg price
ENSGEnsign Group Inc
Recent Activity
Decreased -3.04%
0.43%
$1.568M
11,799 shares@ $132.86 avg price
BHPBhp Group Ltd
Recent Activity
Decreased -15.51%
0.42%
$1.54M
31,546 shares@ $48.83 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -4.13%
0.42%
$1.536M
20,753 shares@ $74.04 avg price
SHYIshares Tr
Recent Activity
Decreased -2.33%
0.42%
$1.511M
18,435 shares@ $81.98 avg price