Legacy Capital Wealth Partners
Latest statistics and disclosures from Legacy Capital Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, JBHT, TSLA, RDVY, IVV, and represent 22.24% of Legacy Capital Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SPYI, BIL, FJUN, TAFI, CAVA, ETHA, DFAU, DFAX, APH, IWD.
- Started 28 new stock positions in TAFM, BUFS, DTE, LQD, GPN, DOC, LAC, BUFY, ABNB, CMDT.
- Reduced shares in these 10 stocks: GAP, RSP, MUB, TSLA, MUNI, EOG, VOO, IVV, XHLF, VTEB.
- Sold out of its positions in AXP, ANSS, XHLF, CMG, CPRT, DFEB, FCX, IT, ITGR, KDP. MP, ODFL, TTD, WDAY, ZTS, SPOT.
- Legacy Capital Wealth Partners was a net buyer of stock by $707k.
- Legacy Capital Wealth Partners has $460M in assets under management (AUM), dropping by 4.65%.
- Central Index Key (CIK): 0001766228
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Portfolio Holdings for Legacy Capital Wealth Partners
Legacy Capital Wealth Partners holds 378 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 11.9 | $55M | 529k | 103.06 |
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| J.B. Hunt Transport Services (JBHT) | 3.5 | $16M | 119k | 134.17 |
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| Tesla Motors (TSLA) | 2.8 | $13M | -11% | 29k | 444.72 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.2 | $10M | 157k | 64.07 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $8.8M | -6% | 13k | 669.29 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 1.8 | $8.5M | +23% | 151k | 55.95 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.8 | $8.4M | +28% | 92k | 91.75 |
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| Gap (GAP) | 1.8 | $8.2M | -34% | 382k | 21.39 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 1.7 | $7.8M | 65k | 120.61 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.7 | $7.7M | 75k | 102.34 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $7.3M | -7% | 12k | 612.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $7.2M | 62k | 116.09 |
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| NVIDIA Corporation (NVDA) | 1.5 | $7.1M | -5% | 38k | 186.58 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 1.4 | $6.2M | -2% | 120k | 51.91 |
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| Apple (AAPL) | 1.3 | $6.2M | -3% | 24k | 254.63 |
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| EOG Resources (EOG) | 1.3 | $6.0M | -10% | 53k | 112.12 |
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| Microsoft Corporation (MSFT) | 1.1 | $4.9M | +5% | 9.6k | 517.93 |
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| First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) | 0.9 | $4.3M | 165k | 25.86 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $4.1M | 41k | 100.69 |
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| Amazon (AMZN) | 0.9 | $3.9M | -4% | 18k | 219.57 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $3.8M | +146% | 72k | 52.30 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $3.7M | +4% | 73k | 50.78 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.7 | $3.4M | +6% | 87k | 38.57 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $3.4M | +16% | 73k | 45.76 |
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| Bank Ozk (OZK) | 0.7 | $3.2M | 62k | 50.98 |
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| Meta Platforms Cl A (META) | 0.6 | $2.9M | +3% | 4.0k | 734.45 |
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| Symbotic Class A Com (SYM) | 0.6 | $2.9M | 53k | 53.90 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $2.8M | +10% | 36k | 76.45 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.6 | $2.7M | 27k | 101.19 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $2.7M | 53k | 51.08 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.5 | $2.5M | +23% | 79k | 31.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.5M | +12% | 10k | 243.09 |
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| 2023 Etf Series Trust Ii Gmo Us Value (GMOV) | 0.5 | $2.4M | +5% | 90k | 26.42 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.5 | $2.3M | 53k | 43.43 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.5 | $2.2M | 55k | 40.16 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $2.1M | +4% | 38k | 57.10 |
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| Visa Com Cl A (V) | 0.5 | $2.1M | 6.3k | 341.37 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.1M | +4% | 66k | 31.62 |
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| Broadcom (AVGO) | 0.4 | $2.0M | +2% | 6.0k | 329.92 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $1.9M | +4% | 51k | 37.70 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.9M | -4% | 6.0k | 315.44 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.9M | +2% | 30k | 62.71 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $1.8M | 18k | 99.53 |
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| Philip Morris International (PM) | 0.4 | $1.8M | +2% | 11k | 162.20 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.4 | $1.7M | 18k | 96.14 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.4 | $1.7M | 42k | 40.77 |
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| Chevron Corporation (CVX) | 0.4 | $1.7M | +6% | 11k | 155.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.7M | 18k | 93.37 |
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| Main Street Capital Corporation (MAIN) | 0.4 | $1.6M | -2% | 26k | 63.59 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.6M | 14k | 112.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.6M | 8.4k | 186.49 |
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| Hercules Technology Growth Capital (HTGC) | 0.3 | $1.5M | 82k | 18.91 |
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| Home Depot (HD) | 0.3 | $1.5M | +6% | 3.8k | 405.15 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | -2% | 20k | 74.37 |
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| Verizon Communications (VZ) | 0.3 | $1.5M | -2% | 33k | 43.95 |
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| Golub Capital BDC (GBDC) | 0.3 | $1.5M | 106k | 13.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.4M | +9% | 53k | 27.28 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.4M | +5% | 15k | 93.64 |
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| Sixth Street Specialty Lending (TSLX) | 0.3 | $1.4M | 61k | 22.86 |
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| Gladstone Investment Corporation (GAIN) | 0.3 | $1.4M | 101k | 13.82 |
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| Netflix (NFLX) | 0.3 | $1.4M | +6% | 1.1k | 1198.92 |
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| Trinity Cap (TRIN) | 0.3 | $1.4M | 88k | 15.48 |
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| Us Bancorp Del Com New (USB) | 0.3 | $1.4M | 28k | 48.33 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $1.3M | +9% | 33k | 40.77 |
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| Fidus Invt (FDUS) | 0.3 | $1.3M | 65k | 20.26 |
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| Cava Group Ord (CAVA) | 0.3 | $1.3M | +81% | 22k | 60.41 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.3M | 64k | 20.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $1.3M | +32% | 3.5k | 365.53 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $1.3M | +14% | 35k | 36.35 |
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| Capital Southwest Corporation (CSWC) | 0.3 | $1.3M | 59k | 21.86 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.3 | $1.3M | +4% | 50k | 25.19 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | -18% | 6.9k | 182.42 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | +2% | 2.2k | 568.73 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $1.2M | 47k | 26.07 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.3 | $1.2M | -2% | 25k | 48.88 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.2M | 3.3k | 355.47 |
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| Owl Rock Capital Corporation (OBDC) | 0.3 | $1.2M | 90k | 12.77 |
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| Gladstone Capital Corp Com New (GLAD) | 0.2 | $1.1M | 52k | 21.87 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.1M | +6% | 11k | 107.81 |
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| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.2 | $1.1M | 71k | 16.08 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $1.1M | +15% | 16k | 69.95 |
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| TJX Companies (TJX) | 0.2 | $1.1M | +50% | 7.8k | 144.55 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | +68% | 5.5k | 203.59 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.7k | 236.38 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $1.1M | +6% | 24k | 45.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | +4% | 2.2k | 502.74 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $1.1M | -23% | 14k | 78.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | +14% | 4.5k | 243.58 |
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| Unilever Spon Adr New (UL) | 0.2 | $1.1M | +6% | 18k | 59.28 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.1M | +2% | 5.8k | 185.41 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.2 | $1.1M | +13% | 13k | 80.65 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $1.1M | +33% | 5.2k | 201.52 |
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| Abbvie (ABBV) | 0.2 | $1.0M | 4.5k | 231.53 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.0M | 9.0k | 113.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $998k | -2% | 7.0k | 142.40 |
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| W.W. Grainger (GWW) | 0.2 | $990k | +5% | 1.0k | 952.94 |
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| Medtronic SHS (MDT) | 0.2 | $967k | -2% | 10k | 95.24 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $966k | +16% | 17k | 58.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $955k | +8% | 3.4k | 279.28 |
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| Lowe's Companies (LOW) | 0.2 | $951k | 3.8k | 251.30 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $942k | +5% | 7.0k | 133.89 |
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| GSK Sponsored Adr (GSK) | 0.2 | $936k | 22k | 43.16 |
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| Genuine Parts Company (GPC) | 0.2 | $933k | 6.7k | 138.60 |
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| Synopsys (SNPS) | 0.2 | $926k | +43% | 1.9k | 493.39 |
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| Intuit (INTU) | 0.2 | $922k | +9% | 1.4k | 683.13 |
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| Alps Etf Tr Smith Core Plus (SMTH) | 0.2 | $912k | 35k | 26.16 |
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| Icon SHS (ICLR) | 0.2 | $909k | +35% | 5.2k | 175.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $895k | +16% | 15k | 59.92 |
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| Williams Companies (WMB) | 0.2 | $888k | +3% | 14k | 63.35 |
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| Arista Networks Com Shs (ANET) | 0.2 | $851k | -7% | 5.8k | 145.71 |
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| UnitedHealth (UNH) | 0.2 | $850k | -30% | 2.5k | 345.28 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.2 | $848k | -5% | 12k | 69.02 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $847k | +38% | 2.9k | 293.79 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $840k | -10% | 1.2k | 718.54 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $833k | 1.8k | 468.42 |
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| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.2 | $830k | +14% | 12k | 68.89 |
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| Procter & Gamble Company (PG) | 0.2 | $820k | 5.3k | 153.66 |
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| Travelers Companies (TRV) | 0.2 | $815k | -15% | 2.9k | 279.19 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $810k | +10% | 4.4k | 183.73 |
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| Costco Wholesale Corporation (COST) | 0.2 | $809k | +7% | 873.00 | 926.08 |
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| Truist Financial Corp equities (TFC) | 0.2 | $808k | 18k | 45.72 |
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| Rocket Lab Corp (RKLB) | 0.2 | $798k | +17% | 17k | 47.91 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $797k | +20% | 33k | 23.85 |
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| Hartford Financial Services (HIG) | 0.2 | $793k | +7% | 5.9k | 133.40 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $779k | +13% | 1.6k | 499.35 |
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| PNC Financial Services (PNC) | 0.2 | $777k | 3.9k | 200.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $770k | +6% | 1.3k | 600.59 |
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| L3harris Technologies (LHX) | 0.2 | $766k | -3% | 2.5k | 305.36 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $764k | +5% | 20k | 37.50 |
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| Walt Disney Company (DIS) | 0.2 | $764k | 6.7k | 114.49 |
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| At&t (T) | 0.2 | $761k | -3% | 27k | 28.24 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $759k | NEW | 30k | 25.34 |
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| Wp Carey (WPC) | 0.2 | $750k | 11k | 67.57 |
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| Oracle Corporation (ORCL) | 0.2 | $745k | +11% | 2.6k | 281.28 |
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| Wells Fargo & Company (WFC) | 0.2 | $740k | +4% | 8.8k | 83.82 |
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| First Tr Exchange Traded First Trust S&p (KNGZ) | 0.2 | $735k | 21k | 35.81 |
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| Innovator Etfs Trust Equity Defined P (ZAPR) | 0.2 | $734k | -7% | 29k | 25.44 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $729k | -2% | 27k | 26.84 |
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| Coca-Cola Company (KO) | 0.2 | $728k | 11k | 66.32 |
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| Hershey Company (HSY) | 0.2 | $724k | +76% | 3.9k | 187.06 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.2 | $722k | +17% | 8.0k | 90.50 |
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| Capital One Financial (COF) | 0.2 | $721k | 3.4k | 212.60 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $709k | +101% | 935.00 | 758.27 |
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| Chubb (CB) | 0.2 | $707k | -3% | 2.5k | 282.27 |
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| McKesson Corporation (MCK) | 0.2 | $705k | +9% | 913.00 | 772.38 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $703k | 7.4k | 95.15 |
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| Broadridge Financial Solutions (BR) | 0.2 | $702k | -2% | 2.9k | 238.19 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $691k | -2% | 740.00 | 933.64 |
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| Linde SHS (LIN) | 0.2 | $691k | 1.5k | 475.08 |
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| AmerisourceBergen (COR) | 0.1 | $682k | -3% | 2.2k | 312.51 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $674k | +4% | 8.8k | 76.72 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $673k | +12% | 9.3k | 72.26 |
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| Kla Corp Com New (KLAC) | 0.1 | $669k | +11% | 621.00 | 1077.91 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $668k | +45% | 1.4k | 485.07 |
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| Paypal Holdings (PYPL) | 0.1 | $662k | -11% | 9.9k | 67.06 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $658k | +15% | 9.6k | 68.46 |
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| Home BancShares (HOMB) | 0.1 | $649k | 23k | 28.30 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $649k | +20% | 9.0k | 72.44 |
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| Ross Stores (ROST) | 0.1 | $647k | 4.2k | 152.41 |
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| Enbridge (ENB) | 0.1 | $646k | 13k | 50.46 |
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| S&p Global (SPGI) | 0.1 | $643k | 1.3k | 486.58 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $639k | +8% | 1.4k | 447.21 |
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| Progressive Corporation (PGR) | 0.1 | $622k | +10% | 2.5k | 246.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $621k | -39% | 2.5k | 246.60 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.1 | $619k | +70% | 24k | 25.90 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $608k | 2.0k | 309.79 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $608k | 3.5k | 174.59 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $607k | -5% | 3.6k | 167.35 |
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| General Dynamics Corporation (GD) | 0.1 | $606k | 1.8k | 341.05 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.1 | $598k | 66k | 9.07 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $598k | +7% | 19k | 32.07 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $596k | +6% | 616.00 | 968.24 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $595k | 13k | 46.23 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $589k | +50% | 1.5k | 391.64 |
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| AutoZone (AZO) | 0.1 | $588k | +9% | 137.00 | 4290.89 |
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| Sempra Energy (SRE) | 0.1 | $581k | -11% | 6.5k | 89.98 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $579k | +10% | 6.9k | 84.11 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $564k | -2% | 16k | 34.57 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $563k | -5% | 12k | 47.20 |
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| Blackrock (BLK) | 0.1 | $563k | -3% | 483.00 | 1164.71 |
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| Intel Corporation (INTC) | 0.1 | $560k | +48% | 17k | 33.55 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $556k | 1.9k | 297.69 |
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| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.1 | $555k | -18% | 21k | 26.39 |
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| Snap-on Incorporated (SNA) | 0.1 | $552k | 1.6k | 346.47 |
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| Moody's Corporation (MCO) | 0.1 | $550k | -3% | 1.2k | 476.48 |
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| Fastenal Company (FAST) | 0.1 | $550k | -2% | 11k | 49.04 |
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| Applied Materials (AMAT) | 0.1 | $548k | +5% | 2.7k | 204.73 |
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| Servicenow (NOW) | 0.1 | $535k | +7% | 581.00 | 920.28 |
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| Tractor Supply Company (TSCO) | 0.1 | $534k | -9% | 9.4k | 56.87 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $531k | 891.00 | 596.17 |
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| Carlisle Companies (CSL) | 0.1 | $525k | 1.6k | 328.88 |
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| Eli Lilly & Co. (LLY) | 0.1 | $525k | -23% | 688.00 | 763.23 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $523k | 8.8k | 59.69 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $523k | 10k | 50.73 |
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| Sea Sponsord Ads (SE) | 0.1 | $521k | 2.9k | 178.73 |
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| United Rentals (URI) | 0.1 | $521k | +10% | 545.00 | 955.34 |
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| SYSCO Corporation (SYY) | 0.1 | $516k | +16% | 6.3k | 82.33 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $516k | 22k | 23.65 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $514k | +107% | 7.9k | 65.00 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $514k | NEW | 16k | 31.51 |
|
| Quanta Services (PWR) | 0.1 | $506k | +5% | 1.2k | 414.29 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $506k | 5.3k | 95.47 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $501k | 5.1k | 98.50 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $493k | +9% | 1.4k | 351.26 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $491k | +6% | 5.4k | 91.41 |
|
| Abbott Laboratories (ABT) | 0.1 | $491k | -40% | 3.7k | 133.94 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM) | 0.1 | $487k | 15k | 32.43 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $487k | -14% | 5.8k | 83.53 |
|
| Prologis (PLD) | 0.1 | $486k | 4.2k | 114.53 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $485k | -27% | 15k | 32.77 |
|
| Bank of America Corporation (BAC) | 0.1 | $481k | 9.3k | 51.59 |
|
|
| Brown & Brown (BRO) | 0.1 | $476k | -2% | 5.1k | 93.79 |
|
| Cisco Systems (CSCO) | 0.1 | $475k | 6.9k | 68.42 |
|
|
| Paychex (PAYX) | 0.1 | $471k | 3.7k | 126.75 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $464k | NEW | 3.7k | 123.76 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $461k | -13% | 5.2k | 89.33 |
|
| Eaton Corp SHS (ETN) | 0.1 | $459k | +17% | 1.2k | 374.35 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $459k | +2% | 5.3k | 87.21 |
|
| Metropcs Communications (TMUS) | 0.1 | $457k | -7% | 1.9k | 239.37 |
|
| Amgen (AMGN) | 0.1 | $456k | 1.6k | 282.20 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $452k | +12% | 12k | 37.20 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $451k | -29% | 1.5k | 298.28 |
|
| Trane Technologies SHS (TT) | 0.1 | $449k | NEW | 1.1k | 421.97 |
|
| Ameriprise Financial (AMP) | 0.1 | $447k | -11% | 910.00 | 491.17 |
|
| Air Products & Chemicals (APD) | 0.1 | $444k | +8% | 1.6k | 272.79 |
|
| Nextera Energy (NEE) | 0.1 | $444k | -25% | 5.9k | 75.49 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $442k | 2.3k | 190.55 |
|
|
| Markel Corporation (MKL) | 0.1 | $440k | 230.00 | 1911.36 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $439k | 2.0k | 215.74 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $439k | 12k | 37.71 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $433k | 8.9k | 48.84 |
|
|
| Waste Management (WM) | 0.1 | $433k | 2.0k | 220.78 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $432k | 5.6k | 76.62 |
|
|
| Peak (DOC) | 0.1 | $432k | NEW | 23k | 19.15 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $430k | +8% | 14k | 31.63 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $428k | 13k | 33.89 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM) | 0.1 | $426k | 13k | 32.26 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $425k | 7.0k | 60.49 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $423k | +50% | 4.4k | 95.43 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $413k | 1.6k | 254.09 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $412k | 5.8k | 71.53 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $411k | +2% | 8.6k | 47.98 |
|
| Roper Industries (ROP) | 0.1 | $410k | -2% | 822.00 | 498.58 |
|
| John Hancock Exchange Traded Mortgage Backed (JHMB) | 0.1 | $409k | 19k | 22.13 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $408k | +12% | 4.2k | 97.63 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $404k | 4.9k | 82.96 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $404k | 8.1k | 49.83 |
|
|
| Kenvue (KVUE) | 0.1 | $404k | -22% | 25k | 16.23 |
|
| Becton, Dickinson and (BDX) | 0.1 | $402k | -26% | 2.1k | 187.19 |
|
| Dollar General (DG) | 0.1 | $400k | -6% | 3.9k | 103.35 |
|
| Palo Alto Networks (PANW) | 0.1 | $399k | +20% | 2.0k | 203.62 |
|
| Diamondback Energy (FANG) | 0.1 | $394k | -3% | 2.8k | 143.10 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $393k | 3.3k | 118.44 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $392k | +12% | 4.6k | 84.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $389k | +9% | 7.1k | 55.09 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $384k | -3% | 4.2k | 90.41 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $383k | +9% | 4.3k | 89.63 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $379k | 14k | 27.08 |
|
|
| Globe Life (GL) | 0.1 | $378k | -35% | 2.6k | 142.97 |
|
| Pimco Etf Tr Commodity Strat (CMDT) | 0.1 | $377k | NEW | 14k | 27.40 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $376k | 3.8k | 100.25 |
|
|
| Chemed Corp Com Stk (CHE) | 0.1 | $376k | -3% | 839.00 | 447.74 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $375k | +11% | 3.0k | 126.05 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $373k | NEW | 778.00 | 479.65 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $372k | +9% | 7.7k | 48.19 |
|
| Stifel Financial (SF) | 0.1 | $370k | -16% | 3.3k | 113.47 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $368k | 1.5k | 241.96 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) | 0.1 | $367k | 12k | 29.91 |
|
|
| Baxter International (BAX) | 0.1 | $367k | +39% | 16k | 22.77 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $365k | 7.1k | 51.50 |
|
|
| Service Corporation International (SCI) | 0.1 | $364k | 4.4k | 83.21 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $361k | -2% | 5.8k | 62.47 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $361k | +12% | 1.4k | 267.26 |
|
| Wec Energy Group (WEC) | 0.1 | $361k | +21% | 3.2k | 114.59 |
|
| AvalonBay Communities (AVB) | 0.1 | $361k | +9% | 1.9k | 193.13 |
|
| Apollo Global Mgmt (APO) | 0.1 | $357k | -9% | 2.7k | 133.25 |
|
| Steris Shs Usd (STE) | 0.1 | $356k | +26% | 1.4k | 247.50 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $355k | +9% | 36k | 9.79 |
|
| Phillips 66 (PSX) | 0.1 | $354k | -24% | 2.6k | 136.03 |
|
| Merck & Co (MRK) | 0.1 | $354k | +6% | 4.2k | 83.94 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.1 | $353k | 7.5k | 46.82 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $353k | 4.7k | 75.39 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $351k | -6% | 15k | 24.16 |
|
| MetLife (MET) | 0.1 | $350k | -2% | 4.2k | 82.38 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $347k | 11k | 30.80 |
|
|
| salesforce (CRM) | 0.1 | $346k | -8% | 1.5k | 236.96 |
|
| Booking Holdings (BKNG) | 0.1 | $346k | 64.00 | 5399.27 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $346k | -7% | 998.00 | 346.19 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $345k | 1.6k | 219.51 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $344k | NEW | 4.2k | 81.18 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.1 | $340k | NEW | 7.7k | 44.20 |
|
| Vulcan Materials Company (VMC) | 0.1 | $337k | -6% | 1.1k | 307.61 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $334k | -26% | 11k | 31.42 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $333k | 4.0k | 84.31 |
|
|
| PPG Industries (PPG) | 0.1 | $332k | -7% | 3.2k | 105.11 |
|
| American Tower Reit (AMT) | 0.1 | $331k | 1.7k | 192.31 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $328k | -23% | 538.00 | 609.70 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $327k | 1.7k | 194.52 |
|
|
| Haleon Spon Ads (HLN) | 0.1 | $325k | +15% | 36k | 8.97 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $321k | 10k | 31.91 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $317k | 15k | 21.57 |
|
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.1 | $316k | NEW | 12k | 25.42 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $314k | +4% | 7.4k | 42.23 |
|
| Micron Technology (MU) | 0.1 | $312k | 1.9k | 167.31 |
|
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $310k | -2% | 15k | 20.91 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $307k | 6.7k | 45.67 |
|
|
| Microchip Technology (MCHP) | 0.1 | $305k | -5% | 4.8k | 64.21 |
|
| Ingredion Incorporated (INGR) | 0.1 | $305k | 2.5k | 122.11 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $302k | -87% | 2.8k | 106.49 |
|
| Cme (CME) | 0.1 | $302k | NEW | 1.1k | 270.21 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $300k | +10% | 2.4k | 123.73 |
|
| Morgan Stanley Com New (MS) | 0.1 | $299k | +10% | 1.9k | 158.94 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $298k | -2% | 1.5k | 193.35 |
|
| Casey's General Stores (CASY) | 0.1 | $297k | -6% | 525.00 | 565.63 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $293k | 6.0k | 49.29 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $290k | 4.2k | 68.58 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $289k | -60% | 5.8k | 50.07 |
|
| State Street Corporation (STT) | 0.1 | $288k | -2% | 2.5k | 116.00 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $286k | -16% | 5.2k | 55.49 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $285k | -2% | 3.9k | 73.41 |
|
| Uber Technologies (UBER) | 0.1 | $283k | -5% | 2.9k | 97.97 |
|
| Ida (IDA) | 0.1 | $279k | 2.1k | 132.14 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) | 0.1 | $279k | NEW | 13k | 21.73 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $279k | NEW | 2.5k | 111.47 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $278k | 4.3k | 64.69 |
|
|
| Public Storage (PSA) | 0.1 | $272k | +7% | 943.00 | 288.85 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $271k | -10% | 2.1k | 128.40 |
|
| Stryker Corporation (SYK) | 0.1 | $265k | -2% | 717.00 | 369.64 |
|
| National Retail Properties (NNN) | 0.1 | $265k | 6.2k | 42.57 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $259k | +13% | 6.0k | 42.76 |
|
| EnPro Industries (NPO) | 0.1 | $256k | -13% | 1.1k | 225.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $254k | 3.9k | 65.26 |
|
|
| Burlington Stores (BURL) | 0.1 | $249k | -10% | 977.00 | 254.50 |
|
| Equinix (EQIX) | 0.1 | $247k | -3% | 316.00 | 782.34 |
|
| Littelfuse (LFUS) | 0.1 | $245k | 947.00 | 258.98 |
|
|
| Cdw (CDW) | 0.1 | $244k | 1.5k | 159.33 |
|
|
| Jack Henry & Associates (JKHY) | 0.1 | $243k | 1.6k | 148.94 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $241k | 2.4k | 99.11 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $240k | 5.1k | 46.70 |
|
|
| Managed Portfolio Series Kensington Hedge (KHPI) | 0.1 | $238k | +2% | 9.3k | 25.53 |
|
| Moelis & Co Cl A (MC) | 0.1 | $238k | 3.3k | 71.32 |
|
|
| Super Micro Computer Com New (SMCI) | 0.1 | $237k | +8% | 4.9k | 47.94 |
|
| First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS) | 0.1 | $235k | NEW | 10k | 22.47 |
|
| ExlService Holdings (EXLS) | 0.1 | $232k | 5.3k | 44.03 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $231k | -15% | 3.2k | 72.77 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.0 | $230k | NEW | 6.5k | 35.17 |
|
| Ptc (PTC) | 0.0 | $229k | NEW | 1.1k | 203.02 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $229k | -3% | 472.00 | 485.24 |
|
| ConocoPhillips (COP) | 0.0 | $224k | +3% | 2.4k | 94.59 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $224k | 2.4k | 93.34 |
|
|
| Caci Intl Cl A (CACI) | 0.0 | $224k | 448.00 | 498.78 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $222k | NEW | 1.8k | 121.42 |
|
| Atlantic Union B (AUB) | 0.0 | $220k | NEW | 6.2k | 35.29 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.0 | $220k | 5.0k | 43.77 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $216k | -92% | 1.1k | 189.74 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $215k | NEW | 3.0k | 71.85 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $214k | -77% | 4.1k | 52.28 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $214k | 1.7k | 126.78 |
|
|
| Global Payments (GPN) | 0.0 | $212k | NEW | 2.5k | 83.09 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $211k | 2.6k | 79.93 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $210k | -19% | 3.1k | 67.31 |
|
| Standard Lithium Corp equities (SLI) | 0.0 | $210k | +5% | 62k | 3.37 |
|
| Tortoise Capital Series Trus North Amern Pipe (TPYP) | 0.0 | $204k | 5.6k | 36.45 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $204k | NEW | 1.4k | 143.18 |
|
| ICF International (ICFI) | 0.0 | $203k | NEW | 2.2k | 92.78 |
|
| Target Corporation (TGT) | 0.0 | $203k | -41% | 2.3k | 89.68 |
|
| DTE Energy Company (DTE) | 0.0 | $203k | NEW | 1.4k | 141.41 |
|
| Selective Insurance (SIGI) | 0.0 | $201k | 2.5k | 81.07 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $201k | NEW | 7.2k | 27.97 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $199k | 29k | 6.91 |
|
|
| Westrock Coffee (WEST) | 0.0 | $189k | +7% | 39k | 4.86 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $160k | 13k | 12.80 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $135k | 35k | 3.87 |
|
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $100k | NEW | 18k | 5.71 |
|
| Capricor Therapeutics Com New (CAPR) | 0.0 | $87k | NEW | 12k | 7.21 |
|
| Evgo Cl A Com (EVGO) | 0.0 | $69k | 15k | 4.73 |
|
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $38k | NEW | 11k | 3.34 |
|
| Bit Digital SHS (BTBT) | 0.0 | $30k | NEW | 10k | 3.00 |
|
Past Filings by Legacy Capital Wealth Partners
SEC 13F filings are viewable for Legacy Capital Wealth Partners going back to 2020
- Legacy Capital Wealth Partners 2025 Q3 filed Nov. 13, 2025
- Legacy Capital Wealth Partners 2025 Q2 filed Aug. 13, 2025
- Legacy Capital Wealth Partners 2025 Q1 filed May 2, 2025
- Legacy Capital Wealth Partners 2024 Q4 filed Jan. 30, 2025
- Legacy Capital Wealth Partners 2024 Q3 filed Nov. 4, 2024
- Legacy Capital Wealth Partners 2024 Q2 filed Aug. 2, 2024
- Legacy Capital Wealth Partners 2024 Q1 filed May 10, 2024
- Legacy Capital Wealth Partners 2023 Q3 filed Oct. 16, 2023
- Legacy Capital Wealth Partners 2023 Q2 filed July 27, 2023
- Legacy Capital Wealth Partners 2023 Q1 filed May 10, 2023
- Legacy Capital Wealth Partners 2022 Q4 filed Feb. 9, 2023
- Legacy Capital Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Legacy Capital Wealth Partners 2022 Q2 filed Aug. 12, 2022
- Legacy Capital Wealth Partners 2022 Q1 filed May 16, 2022
- Legacy Capital Wealth Partners 2021 Q4 filed Feb. 14, 2022
- Legacy Capital Wealth Partners 2021 Q3 filed Nov. 15, 2021