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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
CMECme Group Inc
Recent Activity
Increased 0.59%
0.16%
$555,262
2,391 shares@ $232.24 avg price
COLDAmericold Realty Trust Inc
Recent Activity
Increased 34.51%
0.15%
$520,234
24,310 shares@ $21.4 avg price
SHELShell Plc
Recent Activity
Increased 0.07%
0.15%
$519,870
8,298 shares@ $62.66 avg price
WSCWillscot Hldgs Corp
Recent Activity
Increased 33.81%
0.15%
$517,003
15,456 shares@ $33.45 avg price
AVTRAvantor Inc
Recent Activity
Increased 6.55%
0.14%
$513,328
24,363 shares@ $21.07 avg price
PBRPetroleo Brasileiro Sa Petro
Recent Activity
Increased 0.03%
0.14%
$495,534
38,533 shares@ $12.86 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Increased 60.87%
0.14%
$491,074
4,649 shares@ $105.64 avg price
QSRRestaurant Brands Intl Inc
Recent Activity
Increased 0.84%
0.14%
$487,090
7,473 shares@ $65.18 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 0.4%
0.13%
$476,799
1,016 shares@ $469.3 avg price
ICLRIcon Plc
Recent Activity
Increased 0.51%
0.13%
$461,991
2,203 shares@ $209.71 avg price