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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
WCNWaste Connections Inc
Recent Activity
Decreased -0.99%
0.41%
$1.481M
8,629 shares@ $171.59 avg price
BBVABanco Bilbao Vizcaya Argenta
Recent Activity
Decreased -0.95%
0.38%
$1.394M
143,437 shares@ $9.73 avg price
CBChubb Limited
Recent Activity
Decreased -2.45%
0.38%
$1.361M
4,924 shares@ $276.3 avg price
MDTMedtronic Plc
Recent Activity
Decreased -0.55%
0.37%
$1.352M
16,928 shares@ $79.89 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -4.41%
0.37%
$1.345M
7,336 shares@ $183.42 avg price
IBMInternational Business Machs
Recent Activity
Decreased -3.67%
0.36%
$1.321M
6,009 shares@ $219.83 avg price
EVREvercore Inc
Recent Activity
Decreased -8.32%
0.36%
$1.3M
4,691 shares@ $277.19 avg price
CHEChemed Corp New
Recent Activity
Decreased -4.37%
0.36%
$1.296M
2,446 shares@ $529.81 avg price
CRHCrh Plc
Recent Activity
Decreased -1.84%
0.35%
$1.253M
13,548 shares@ $92.53 avg price
TTEKTetra Tech Inc New
Recent Activity
Decreased -4.14%
0.34%
$1.228M
30,814 shares@ $39.85 avg price