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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
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Decreased -8.93%
6.83%
$25.066M
307,258 shares@ $81.59 avg price
TFLOIshares Tr
Recent Activity
Increased 1.6%
2.73%
$10.007M
198,274 shares@ $50.48 avg price
MLPAGlobal X Fds
Recent Activity
Increased 9.41%
2.26%
$8.273M
167,430 shares@ $49.41 avg price
BLESNorthern Lts Fd Tr Iv
Recent Activity
Increased 1.01%
1.59%
$5.81M
157,075 shares@ $36.99 avg price
ISMDNorthern Lts Fd Tr Iv
Recent Activity
Decreased -0.22%
1.46%
$5.347M
142,524 shares@ $37.52 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -22.15%
1.45%
$5.311M
71,749 shares@ $74.03 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.86%
1.41%
$5.169M
22,297 shares@ $231.85 avg price
AAPLApple Inc
Recent Activity
Decreased -14.26%
1.4%
$5.138M
20,519 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Decreased -15.93%
1.38%
$5.054M
37,635 shares@ $134.29 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 2.34%
1.21%
$4.414M
152,220 shares@ $29.0 avg price