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S&p Global shares owned by Legacy Capital Wealth Management

Quarter-by-quarter ownership of S&p Global shares owned by Legacy Capital Wealth Management from 13F filings

Historical chart of Legacy Capital Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Legacy Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Legacy Capital Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $427k 1.0k 407.26

More positions owned by Legacy Capital Wealth Management

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchange-traded Structured Cr In (SCIO)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Dividend Value Shs Creat Unit (CGDV)
NVIDIA Corporation (NVDA)
Tidal Trust I Fund Gran Us Etf (GRNY)
Kla Corp Com New (KLAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Sterling Construction Company (STRL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Capital Wealth Management

Top funds holding S&p Global

Sather Financial
PYA Waltman Capital
Clio Asset Management
Aptus Capital Advisors
Chapman Investment Management
Krueger & Catalano Capital Partners
Investment House
Caliber Wealth Management, Llc / Ks
Alaethes Wealth
Demars Financial Group
Ridgecrest Wealth Partners
Ceera Investments
Bull Harbor Capital
Citrine Capital
AIMZ Investment Advisors

View all funds holding S&p Global