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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
SANBanco Santander S.a.
Recent Activity
Decreased -1.31%
0.3%
$1.068M
234,294 shares@ $4.57 avg price
NPOEnpro Inc
Recent Activity
Decreased -3.09%
0.29%
$1.053M
6,108 shares@ $172.46 avg price
ERJEmbraer S.a.
Recent Activity
Decreased -8.59%
0.29%
$1.05M
28,638 shares@ $36.69 avg price
CATCaterpillar Inc
Recent Activity
Decreased -4.69%
0.28%
$1.016M
2,802 shares@ $362.77 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -4.74%
0.27%
$991,088
18,605 shares@ $53.27 avg price
EQNREquinor Asa
Recent Activity
Decreased -25.83%
0.27%
$970,485
40,966 shares@ $23.7 avg price
BABoeing Co
Recent Activity
Decreased -0.12%
0.27%
$966,066
5,458 shares@ $177.0 avg price
BWXTBwx Technologies Inc
Recent Activity
Decreased -1.89%
0.26%
$935,230
8,396 shares@ $111.39 avg price
CCICrown Castle Inc
Recent Activity
Decreased -8.41%
0.26%
$920,125
10,138 shares@ $90.77 avg price
SYKStryker Corporation
Recent Activity
Decreased -0.54%
0.25%
$918,128
2,550 shares@ $360.06 avg price