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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
NWGNatwest Group Plc
Recent Activity
Decreased -3.99%
0.25%
$916,358
90,104 shares@ $10.18 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -1.99%
0.25%
$913,174
4,870 shares@ $187.52 avg price
SSNCSs&c Technologies Hldgs Inc
Recent Activity
Decreased -3.86%
0.25%
$909,966
12,008 shares@ $75.78 avg price
EEni S P A
Recent Activity
Decreased -12.3%
0.25%
$904,795
33,070 shares@ $27.36 avg price
NSPInsperity Inc
Recent Activity
Decreased -0.33%
0.25%
$897,721
11,582 shares@ $77.52 avg price
MSAMsa Safety Inc
Recent Activity
Decreased -3.39%
0.24%
$867,640
5,234 shares@ $165.77 avg price
ERICTelefonaktiebolaget Lm Erics
Recent Activity
Decreased -2.05%
0.24%
$867,183
107,591 shares@ $8.06 avg price
CAECae Inc
Recent Activity
Decreased -4.55%
0.24%
$854,976
33,687 shares@ $25.38 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -3.78%
0.23%
$840,751
10,943 shares@ $76.84 avg price
ARGXArgenx Se
Recent Activity
Decreased -2.85%
0.23%
$836,400
1,360 shares@ $615.0 avg price