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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
SHOPShopify Inc
Recent Activity
Decreased -4.34%
0.23%
$826,609
7,774 shares@ $106.33 avg price
SOSouthern Co
Recent Activity
Decreased -1.26%
0.23%
$825,917
10,033 shares@ $82.33 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -2.82%
0.23%
$825,616
6,834 shares@ $120.82 avg price
EOGEog Res Inc
Recent Activity
Decreased -0.39%
0.23%
$825,331
6,733 shares@ $122.58 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -3.57%
0.23%
$821,155
4,258 shares@ $192.85 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.67%
0.23%
$816,168
3,307 shares@ $246.81 avg price
KNSLKinsale Cap Group Inc
Recent Activity
Decreased -1.91%
0.23%
$810,722
1,743 shares@ $465.14 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -2.31%
0.22%
$796,856
1,600 shares@ $498.04 avg price
LNTHLantheus Hldgs Inc
Recent Activity
Decreased -3.56%
0.22%
$788,411
8,813 shares@ $89.47 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.71%
0.22%
$782,259
2,011 shares@ $389.0 avg price