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Legacy Capital Wealth Management

Latest statistics and disclosures from Legacy Capital Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002071183

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Positions held by Legacy Capital Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Capital Wealth Management

Legacy Capital Wealth Management holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	14.3	$14M	25k	586.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	10.4	$11M	50k	210.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	7.3	$7.4M	146k	50.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	6.8	$6.8M	121k	56.48	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	4.1	$4.2M	143k	29.22	View chart
Apple (AAPL)	3.5	$3.5M	14k	250.42	View chart
Royal Caribbean Cruises (RCL)	3.0	$3.0M	13k	230.69	View chart
NVIDIA Corporation (NVDA)	2.5	$2.5M	19k	134.29	View chart
Amazon (AMZN)	2.4	$2.4M	11k	219.39	View chart
Broadcom (AVGO)	2.3	$2.4M	10k	231.84	View chart
Microsoft Corporation (MSFT)	2.2	$2.2M	5.2k	421.48	View chart
Sterling Construction Company (STRL)	2.0	$2.0M	12k	168.45	View chart
Meta Platforms Cl A (META)	2.0	$2.0M	3.4k	585.51	View chart
S&p Global (SPGI)	1.9	$1.9M	3.9k	498.03	View chart
Arista Networks Com Shs (ANET)	1.8	$1.9M	17k	110.53	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$1.9M	9.7k	190.44	View chart
salesforce (CRM)	1.7	$1.7M	5.2k	334.33	View chart
Chevron Corporation (CVX)	1.7	$1.7M	12k	144.84	View chart
Emcor (EME)	1.6	$1.6M	3.6k	453.90	View chart
TJX Companies (TJX)	1.5	$1.5M	13k	120.81	View chart
Costco Wholesale Corporation (COST)	1.5	$1.5M	1.6k	916.28	View chart
Dell Technologies CL C (DELL)	1.5	$1.5M	13k	115.24	View chart
Parker-Hannifin Corporation (PH)	1.5	$1.5M	2.3k	636.03	View chart
McKesson Corporation (MCK)	1.5	$1.5M	2.6k	569.91	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	1.5	$1.5M	38k	38.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$1.4M	3.1k	453.28	View chart
Tractor Supply Company (TSCO)	1.4	$1.4M	26k	53.06	View chart
O'reilly Automotive (ORLY)	1.4	$1.4M	1.2k	1185.80	View chart
Tesla Motors (TSLA)	1.2	$1.2M	3.1k	403.84	View chart
Eli Lilly & Co. (LLY)	1.2	$1.2M	1.6k	772.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	1.2	$1.2M	2.9k	402.70	View chart
UnitedHealth (UNH)	1.2	$1.2M	2.3k	505.86	View chart
Kla Corp Com New (KLAC)	1.1	$1.1M	1.8k	630.12	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.1	$1.1M	8.8k	123.53	View chart
Exxon Mobil Corporation (XOM)	0.8	$826k	7.7k	107.57	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$731k	7.9k	92.51	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$703k	13k	53.05	View chart
Palantir Technologies Cl A (PLTR)	0.6	$589k	7.8k	75.63	View chart
Microstrategy Cl A New (MSTR)	0.5	$552k	1.9k	289.62	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.4	$429k	4.0k	108.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$416k	669.00	621.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$300k	587.00	511.23	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$288k	11k	26.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$287k	991.00	289.81	View chart
Home Depot (HD)	0.3	$285k	733.00	388.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$284k	3.3k	87.34	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$277k	3.5k	79.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$261k	12k	22.70	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.2	$223k	5.3k	41.85	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$223k	8.5k	26.33	View chart
Adaptimmune Therapeutics Sponds Adr (ADAP)	0.0	$15k	27k	0.54	View chart

Past Filings by Legacy Capital Wealth Management

SEC 13F filings are viewable for Legacy Capital Wealth Management going back to 2024

Legacy Capital Wealth Management 2024 Q4 filed June 4, 2025

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