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, SPY, GAP, NVDA, and represent 23.44% of Legacy Capital Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$17M), NVDA (+$9.0M), FAUG (+$8.8M), SDS, RSP, JAAA, XOM, RDVY, PKW, RWL.
- Started 80 new stock positions in DUK, GLDM, LGIH, SE, ADC, QUAL, PR, DTE, EXLS, BOOT.
- Reduced shares in these 10 stocks: FOCT (-$6.5M), , KKR, BIL, VO, BX, APO, CG, FDEC, FLOT.
- Sold out of its positions in TEAM, BLK, CDW, CG, DHR, FOCT, FDEC, QQQM, EMXC, LRCX. MU, BXMX, POWI, SPEM, SSNC, SRLN, XLRE, TCAF, BND, WST, AON.
- Legacy Capital Wealth Partners was a net buyer of stock by $112M.
- Legacy Capital Wealth Partners has $500M in assets under management (AUM), dropping by 27.38%.
- Central Index Key (CIK): 0001766228
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Portfolio Holdings for Legacy Capital Wealth Partners
Legacy Capital Wealth Partners holds 357 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 8.0 | $40M | +4% | 495k | 80.75 |
|
| J.B. Hunt Transport Services (JBHT) | 4.3 | $21M | 124k | 172.33 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.2 | $21M | +404% | 155k | 134.50 |
|
| Gap (GAP) | 3.8 | $19M | 864k | 22.05 |
|
|
| NVIDIA Corporation (NVDA) | 3.2 | $16M | +128% | 132k | 121.44 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 2.8 | $14M | +24% | 243k | 57.75 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 2.2 | $11M | +27% | 100k | 109.22 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 2.2 | $11M | +27% | 114k | 94.10 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 1.8 | $8.8M | NEW | 192k | 45.75 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $8.4M | 15k | 576.82 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $8.0M | -3% | 15k | 527.68 |
|
| EOG Resources (EOG) | 1.5 | $7.5M | 61k | 122.93 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $7.4M | -4% | 101k | 73.75 |
|
| Proshares Tr Ultrashrt S&p500 (SDS) | 1.4 | $6.9M | +146% | 335k | 20.63 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) | 1.3 | $6.4M | +35% | 265k | 24.06 |
|
| Apple (AAPL) | 1.2 | $6.1M | 26k | 233.00 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.2 | $6.1M | +99% | 120k | 50.88 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $5.0M | +255% | 28k | 179.16 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $4.7M | 47k | 100.69 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $4.4M | +98% | 74k | 59.51 |
|
| UnitedHealth (UNH) | 0.9 | $4.3M | +88% | 7.4k | 584.70 |
|
| Microsoft Corporation (MSFT) | 0.7 | $3.7M | -3% | 8.7k | 430.31 |
|
| Meta Platforms Cl A (META) | 0.7 | $3.7M | +89% | 6.4k | 572.40 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.7 | $3.6M | +93% | 66k | 54.43 |
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| Main Street Capital Corporation (MAIN) | 0.7 | $3.5M | +93% | 69k | 50.14 |
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| Amazon (AMZN) | 0.7 | $3.4M | 18k | 186.33 |
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| Visa Com Cl A (V) | 0.7 | $3.3M | +95% | 12k | 274.96 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.6 | $3.2M | +95% | 111k | 29.29 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.1M | +99% | 15k | 210.86 |
|
| Golub Capital BDC (GBDC) | 0.6 | $3.1M | +99% | 203k | 15.11 |
|
| Owl Rock Capital Corporation (OBDC) | 0.6 | $3.1M | +96% | 210k | 14.57 |
|
| Verizon Communications (VZ) | 0.6 | $3.0M | +112% | 67k | 44.91 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.6 | $3.0M | +120% | 45k | 67.51 |
|
| Sixth Street Specialty Lending (TSLX) | 0.6 | $3.0M | +98% | 145k | 20.53 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | +2107% | 215k | 13.58 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $2.9M | -34% | 31k | 91.81 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.5 | $2.7M | 27k | 101.22 |
|
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| Bank Ozk (OZK) | 0.5 | $2.7M | 62k | 42.99 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $2.7M | -25% | 52k | 51.04 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.3M | +4% | 70k | 33.23 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.2M | +81% | 4.4k | 493.77 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.4 | $2.1M | -5% | 54k | 38.66 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.4 | $2.0M | -8% | 47k | 41.96 |
|
| Broadcom (AVGO) | 0.4 | $1.9M | +1800% | 11k | 172.50 |
|
| Merck & Co (MRK) | 0.4 | $1.9M | +103% | 17k | 113.56 |
|
| S&p Global (SPGI) | 0.4 | $1.8M | +86% | 3.6k | 516.67 |
|
| Hercules Technology Growth Capital (HTGC) | 0.4 | $1.8M | -4% | 93k | 19.64 |
|
| Paypal Holdings (PYPL) | 0.4 | $1.8M | +101% | 23k | 78.03 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.4 | $1.8M | +8% | 72k | 25.13 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $1.8M | +93% | 42k | 42.77 |
|
| Texas Pacific Land Corp (TPL) | 0.4 | $1.8M | +85% | 2.0k | 884.74 |
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| Chevron Corporation (CVX) | 0.4 | $1.8M | -7% | 12k | 147.27 |
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| Lowe's Companies (LOW) | 0.4 | $1.8M | -8% | 6.5k | 270.87 |
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| Chubb (CB) | 0.3 | $1.7M | +88% | 6.0k | 288.38 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.7M | +3% | 4.8k | 353.51 |
|
| Gladstone Capital Corp Com New (GLAD) | 0.3 | $1.7M | -4% | 71k | 24.05 |
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| PennantPark Investment (PNNT) | 0.3 | $1.7M | 240k | 6.99 |
|
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.7M | NEW | 32k | 52.13 |
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| Capital Southwest Corporation (CSWC) | 0.3 | $1.6M | -4% | 65k | 25.29 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.6M | 78k | 20.94 |
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| GSK Sponsored Adr (GSK) | 0.3 | $1.6M | +103% | 40k | 40.88 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.6M | +98% | 6.7k | 243.06 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $1.6M | -6% | 35k | 45.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.6M | NEW | 3.3k | 488.11 |
|
| Linde SHS (LIN) | 0.3 | $1.5M | +95% | 3.2k | 476.87 |
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| Broadridge Financial Solutions (BR) | 0.3 | $1.5M | +82% | 7.1k | 215.04 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.3 | $1.5M | NEW | 22k | 68.22 |
|
| Fidus Invt (FDUS) | 0.3 | $1.5M | -4% | 75k | 19.60 |
|
| Netflix (NFLX) | 0.3 | $1.4M | +95% | 2.0k | 709.27 |
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| Gladstone Investment Corporation (GAIN) | 0.3 | $1.4M | -2% | 100k | 14.45 |
|
| Cisco Systems (CSCO) | 0.3 | $1.4M | +105% | 27k | 53.22 |
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| Sanofi Sponsored Adr (SNY) | 0.3 | $1.4M | +114% | 24k | 57.63 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $1.4M | 26k | 52.98 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | +26% | 8.3k | 165.85 |
|
| O'reilly Automotive (ORLY) | 0.3 | $1.4M | +348% | 1.2k | 1151.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.4M | 16k | 83.63 |
|
|
| Trinity Cap (TRIN) | 0.3 | $1.3M | -3% | 99k | 13.57 |
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| Nextera Energy (NEE) | 0.3 | $1.3M | +86% | 16k | 84.53 |
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| Home Depot (HD) | 0.3 | $1.3M | -2% | 3.2k | 405.16 |
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| Tesla Motors (TSLA) | 0.3 | $1.3M | +93% | 4.9k | 261.60 |
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| Us Bancorp Del Com New (USB) | 0.3 | $1.3M | +3% | 28k | 45.73 |
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| W.W. Grainger (GWW) | 0.2 | $1.2M | -5% | 1.2k | 1038.79 |
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| Symbotic Class A Com (SYM) | 0.2 | $1.2M | 49k | 24.39 |
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| Oracle Corporation (ORCL) | 0.2 | $1.2M | +79% | 7.0k | 170.40 |
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| Chemed Corp Com Stk (CHE) | 0.2 | $1.2M | +87% | 2.0k | 600.97 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 7.3k | 162.06 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.2M | +90% | 12k | 100.72 |
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| Medtronic SHS (MDT) | 0.2 | $1.2M | 13k | 90.03 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 4.7k | 246.48 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.2 | $1.2M | +77% | 4.3k | 269.81 |
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| Amgen (AMGN) | 0.2 | $1.2M | 3.6k | 322.21 |
|
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| Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $1.1M | +76% | 18k | 62.06 |
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| Williams Companies (WMB) | 0.2 | $1.1M | 25k | 45.65 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | NEW | 9.3k | 121.17 |
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| Philip Morris International (PM) | 0.2 | $1.1M | 9.2k | 121.40 |
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| Diamondback Energy (FANG) | 0.2 | $1.1M | +89% | 6.4k | 172.40 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.2 | $1.1M | NEW | 23k | 48.56 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $1.1M | +80% | 15k | 70.06 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | -7% | 15k | 71.86 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.2 | $1.1M | +66% | 35k | 30.85 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | -3% | 1.7k | 618.67 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | -5% | 1.8k | 584.67 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.0M | +99% | 1.2k | 886.69 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $997k | -5% | 4.5k | 223.08 |
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| Cava Group Ord (CAVA) | 0.2 | $984k | +71% | 7.9k | 123.85 |
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| Microchip Technology (MCHP) | 0.2 | $958k | 12k | 80.29 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $914k | 9.5k | 95.96 |
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| Kenvue (KVUE) | 0.2 | $910k | -7% | 39k | 23.13 |
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| AmerisourceBergen (COR) | 0.2 | $908k | NEW | 4.0k | 225.06 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $906k | +24% | 14k | 63.47 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $902k | +98% | 1.8k | 491.21 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $900k | +91% | 11k | 85.54 |
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| Travelers Companies (TRV) | 0.2 | $892k | NEW | 3.8k | 234.12 |
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| Abbvie (ABBV) | 0.2 | $883k | +9% | 4.5k | 197.48 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $882k | 1.9k | 460.22 |
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| Procter & Gamble Company (PG) | 0.2 | $877k | -6% | 5.1k | 173.22 |
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| United Parcel Service CL B (UPS) | 0.2 | $868k | +13% | 6.4k | 136.34 |
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| Molina Healthcare (MOH) | 0.2 | $867k | +98% | 2.5k | 344.56 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $860k | +15% | 5.0k | 173.67 |
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| Walt Disney Company (DIS) | 0.2 | $851k | 8.9k | 96.20 |
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| Sba Communications Corp Cl A (SBAC) | 0.2 | $842k | +100% | 3.5k | 240.70 |
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| Ross Stores (ROST) | 0.2 | $841k | +4% | 5.6k | 150.51 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.2 | $825k | +87% | 11k | 78.75 |
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| At&t (T) | 0.2 | $822k | 37k | 22.00 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $814k | -10% | 3.9k | 206.57 |
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| Unilever Spon Adr New (UL) | 0.2 | $812k | 13k | 64.96 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $794k | +68% | 9.0k | 87.80 |
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| Diageo Spon Adr New (DEO) | 0.2 | $792k | +103% | 5.6k | 140.34 |
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| Carlisle Companies (CSL) | 0.2 | $775k | -9% | 1.7k | 449.84 |
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| Abbott Laboratories (ABT) | 0.2 | $769k | 6.7k | 114.01 |
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| Quanta Services (PWR) | 0.1 | $749k | NEW | 2.5k | 298.21 |
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| Jack Henry & Associates (JKHY) | 0.1 | $745k | -6% | 4.2k | 176.54 |
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| PNC Financial Services (PNC) | 0.1 | $737k | -10% | 4.0k | 184.84 |
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| SYSCO Corporation (SYY) | 0.1 | $731k | +4% | 9.4k | 78.06 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $727k | +71% | 14k | 53.15 |
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| Prologis (PLD) | 0.1 | $723k | +101% | 5.7k | 126.28 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $720k | +2% | 9.2k | 77.91 |
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| Wells Fargo & Company (WFC) | 0.1 | $711k | 13k | 56.49 |
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| Apollo Global Mgmt (APO) | 0.1 | $709k | -62% | 5.7k | 124.91 |
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| Ferrari Nv Ord (RACE) | 0.1 | $701k | +93% | 1.5k | 470.12 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $695k | 26k | 26.65 |
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| salesforce (CRM) | 0.1 | $694k | +99% | 2.5k | 273.66 |
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| Air Products & Chemicals (APD) | 0.1 | $682k | -5% | 2.3k | 297.71 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $680k | -11% | 9.2k | 73.67 |
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| Booking Holdings (BKNG) | 0.1 | $674k | +90% | 160.00 | 4212.12 |
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| TJX Companies (TJX) | 0.1 | $664k | -16% | 5.6k | 117.54 |
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| Brown & Brown (BRO) | 0.1 | $656k | -8% | 6.3k | 103.59 |
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| D.R. Horton (DHI) | 0.1 | $647k | +77% | 3.4k | 190.75 |
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| Eaton Corp SHS (ETN) | 0.1 | $636k | +92% | 1.9k | 331.50 |
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| McKesson Corporation (MCK) | 0.1 | $636k | +85% | 1.3k | 494.57 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $634k | -13% | 8.3k | 76.59 |
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| Tractor Supply Company (TSCO) | 0.1 | $632k | -7% | 2.2k | 290.96 |
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| Icon SHS (ICLR) | 0.1 | $630k | +103% | 2.2k | 287.31 |
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| Zoetis Cl A (ZTS) | 0.1 | $627k | +82% | 3.2k | 195.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $614k | +13% | 12k | 52.81 |
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| Servicenow (NOW) | 0.1 | $611k | +90% | 683.00 | 894.39 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $611k | 12k | 51.12 |
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| Arista Networks (ANET) | 0.1 | $608k | 1.6k | 383.82 |
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| Home BancShares (HOMB) | 0.1 | $605k | 22k | 27.09 |
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| Uber Technologies (UBER) | 0.1 | $605k | +110% | 8.1k | 75.16 |
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| Sempra Energy (SRE) | 0.1 | $598k | +2% | 7.1k | 83.63 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $597k | +13% | 16k | 36.38 |
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| General Dynamics Corporation (GD) | 0.1 | $592k | -2% | 2.0k | 302.24 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $592k | 3.5k | 167.68 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $586k | -10% | 25k | 23.95 |
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| ICF International (ICFI) | 0.1 | $576k | +96% | 3.5k | 166.77 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $576k | +8% | 14k | 41.77 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $576k | -7% | 4.8k | 119.07 |
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| Constellation Brands Cl A (STZ) | 0.1 | $574k | +40% | 2.2k | 257.73 |
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| Moody's Corporation (MCO) | 0.1 | $571k | -16% | 1.2k | 474.59 |
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| Intuit (INTU) | 0.1 | $568k | -14% | 914.00 | 621.01 |
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| Wp Carey (WPC) | 0.1 | $568k | +20% | 9.1k | 62.30 |
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| Service Corporation International (SCI) | 0.1 | $567k | 7.2k | 78.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $560k | +2% | 3.4k | 167.17 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $558k | +40% | 5.5k | 101.27 |
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| Ingredion Incorporated (INGR) | 0.1 | $554k | 4.0k | 137.43 |
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| State Street Corporation (STT) | 0.1 | $548k | -5% | 6.2k | 88.48 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $546k | NEW | 8.4k | 64.62 |
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| Becton, Dickinson and (BDX) | 0.1 | $545k | +8% | 2.3k | 241.08 |
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| Equinix (EQIX) | 0.1 | $543k | +94% | 612.00 | 887.06 |
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| Keurig Dr Pepper (KDP) | 0.1 | $540k | +67% | 14k | 37.48 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $537k | +7% | 8.3k | 64.81 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $535k | +61% | 6.6k | 80.78 |
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| Sap Se Spon Adr (SAP) | 0.1 | $533k | -12% | 2.3k | 229.10 |
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| PPG Industries (PPG) | 0.1 | $533k | -5% | 4.0k | 132.47 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $531k | 11k | 50.74 |
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| Enbridge (ENB) | 0.1 | $528k | +6% | 13k | 40.61 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $526k | -2% | 1.9k | 281.40 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $523k | NEW | 17k | 30.80 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $522k | +11% | 626.00 | 833.31 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $521k | +71% | 5.4k | 96.37 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $521k | 6.3k | 83.15 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $506k | +85% | 1.1k | 465.04 |
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| Hartford Financial Services (HIG) | 0.1 | $504k | -40% | 4.3k | 117.60 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $502k | NEW | 15k | 33.30 |
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| Barrick Gold Corp (GOLD) | 0.1 | $501k | +14% | 25k | 19.89 |
|
| Target Corporation (TGT) | 0.1 | $501k | NEW | 3.2k | 155.86 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $500k | NEW | 19k | 26.00 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $498k | 2.0k | 243.47 |
|
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| Tetra Tech (TTEK) | 0.1 | $484k | +931% | 10k | 47.16 |
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| Metropcs Communications (TMUS) | 0.1 | $484k | 2.3k | 206.36 |
|
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| Dollar Tree (DLTR) | 0.1 | $484k | +169% | 6.9k | 70.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $483k | -13% | 545.00 | 885.28 |
|
| Wec Energy Group (WEC) | 0.1 | $480k | NEW | 5.0k | 96.18 |
|
| Ameriprise Financial (AMP) | 0.1 | $480k | 1.0k | 469.86 |
|
|
| Integer Hldgs (ITGR) | 0.1 | $479k | +92% | 3.7k | 130.00 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $478k | +12% | 12k | 39.64 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $471k | -13% | 2.7k | 174.58 |
|
| Moelis & Co Cl A (MC) | 0.1 | $465k | NEW | 6.8k | 68.51 |
|
| Paychex (PAYX) | 0.1 | $463k | 3.5k | 134.20 |
|
|
| Nike CL B (NKE) | 0.1 | $456k | +18% | 5.2k | 88.40 |
|
| Globe Life (GL) | 0.1 | $450k | NEW | 4.2k | 105.91 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $444k | 9.1k | 48.68 |
|
|
| Applied Materials (AMAT) | 0.1 | $442k | -3% | 2.2k | 202.09 |
|
| Fastenal Company (FAST) | 0.1 | $441k | 6.2k | 71.42 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $441k | +70% | 69k | 6.35 |
|
| Shell Spon Ads (SHEL) | 0.1 | $440k | -9% | 6.7k | 65.95 |
|
| Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) | 0.1 | $438k | +5% | 19k | 23.44 |
|
| Blackbaud (BLKB) | 0.1 | $436k | +94% | 5.2k | 84.68 |
|
| Innovator Etfs Trust Equity Defined (AAPR) | 0.1 | $434k | 17k | 26.22 |
|
|
| Global Payments (GPN) | 0.1 | $433k | +17% | 4.2k | 102.42 |
|
| Intercontinental Exchange (ICE) | 0.1 | $427k | NEW | 2.7k | 160.66 |
|
| Ansys (ANSS) | 0.1 | $426k | 1.3k | 318.63 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $425k | 1.5k | 289.77 |
|
|
| Roper Industries (ROP) | 0.1 | $424k | -18% | 763.00 | 556.08 |
|
| EnPro Industries (NPO) | 0.1 | $421k | NEW | 2.6k | 162.16 |
|
| Icici Bank Adr (IBN) | 0.1 | $419k | +86% | 14k | 29.85 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $418k | NEW | 2.7k | 155.25 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $412k | +2% | 8.3k | 49.78 |
|
| Genuine Parts Company (GPC) | 0.1 | $412k | -9% | 2.9k | 139.68 |
|
| Vulcan Materials Company (VMC) | 0.1 | $412k | +7% | 1.6k | 250.48 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $411k | NEW | 4.6k | 90.20 |
|
| Sea Sponsord Ads (SE) | 0.1 | $406k | NEW | 4.3k | 94.28 |
|
| Waste Management (WM) | 0.1 | $405k | 1.9k | 207.55 |
|
|
| EnerSys (ENS) | 0.1 | $404k | +98% | 4.0k | 102.04 |
|
| Phillips 66 (PSX) | 0.1 | $399k | 3.0k | 131.44 |
|
|
| Monster Beverage Corp (MNST) | 0.1 | $398k | NEW | 7.6k | 52.17 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.1 | $394k | -3% | 8.0k | 49.06 |
|
| American Tower Reit (AMT) | 0.1 | $389k | 1.7k | 232.54 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $383k | 12k | 31.73 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $381k | -18% | 999.00 | 381.69 |
|
| SM Energy (SM) | 0.1 | $380k | NEW | 9.5k | 39.97 |
|
| Dollar General (DG) | 0.1 | $378k | -30% | 4.5k | 84.57 |
|
| Progressive Corporation (PGR) | 0.1 | $377k | -26% | 1.5k | 253.74 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $373k | -10% | 1.8k | 203.76 |
|
| Fidelity National Information Services (FIS) | 0.1 | $371k | -8% | 4.4k | 83.75 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $371k | 3.4k | 109.65 |
|
|
| Workday Cl A (WDAY) | 0.1 | $369k | NEW | 1.5k | 244.41 |
|
| Entegris (ENTG) | 0.1 | $366k | +94% | 3.2k | 112.54 |
|
| Cnx Resources Corporation (CNX) | 0.1 | $353k | +28% | 11k | 32.57 |
|
| Lgi Homes (LGIH) | 0.1 | $353k | NEW | 3.0k | 118.52 |
|
| Stifel Financial (SF) | 0.1 | $352k | 3.7k | 93.89 |
|
|
| Discover Financial Services (DFS) | 0.1 | $351k | 2.5k | 140.28 |
|
|
| Pepsi (PEP) | 0.1 | $348k | 2.0k | 170.07 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $346k | NEW | 2.9k | 118.64 |
|
| AvalonBay Communities (AVB) | 0.1 | $345k | 1.5k | 225.18 |
|
|
| Markel Corporation (MKL) | 0.1 | $345k | +13% | 220.00 | 1568.58 |
|
| Bank of America Corporation (BAC) | 0.1 | $339k | +2% | 8.5k | 39.68 |
|
| Baxter International (BAX) | 0.1 | $334k | NEW | 8.8k | 37.97 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $330k | 14k | 23.17 |
|
|
| Expedia Group Com New (EXPE) | 0.1 | $323k | 2.2k | 148.02 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $321k | -19% | 3.3k | 97.42 |
|
| National Retail Properties (NNN) | 0.1 | $320k | 6.6k | 48.49 |
|
|
| Capital One Financial (COF) | 0.1 | $318k | +6% | 2.1k | 149.71 |
|
| American Express Company (AXP) | 0.1 | $316k | 1.2k | 271.11 |
|
|
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $315k | -8% | 13k | 24.93 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $312k | NEW | 1.7k | 178.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $312k | NEW | 1.6k | 198.07 |
|
| Waste Connections (WCN) | 0.1 | $308k | NEW | 1.7k | 178.82 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $307k | +2% | 29k | 10.46 |
|
| L3harris Technologies (LHX) | 0.1 | $305k | NEW | 1.3k | 237.87 |
|
| Synopsys (SNPS) | 0.1 | $304k | -11% | 601.00 | 506.39 |
|
| Ptc (PTC) | 0.1 | $302k | NEW | 1.7k | 180.66 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $298k | -34% | 3.1k | 96.95 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $292k | -29% | 1.6k | 187.44 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $292k | 6.0k | 49.04 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $289k | -2% | 846.00 | 341.80 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $289k | +27% | 2.8k | 101.65 |
|
| Haleon Spon Ads (HLN) | 0.1 | $288k | -13% | 27k | 10.58 |
|
| Copart (CPRT) | 0.1 | $288k | -13% | 5.5k | 52.40 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $287k | NEW | 1.7k | 167.28 |
|
| MercadoLibre (MELI) | 0.1 | $283k | NEW | 138.00 | 2051.96 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $283k | NEW | 1.3k | 220.95 |
|
| Rocket Lab Usa (RKLB) | 0.1 | $283k | 29k | 9.73 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $278k | +6% | 6.0k | 46.65 |
|
| Intel Corporation (INTC) | 0.1 | $277k | +3% | 12k | 23.46 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $276k | NEW | 6.9k | 39.74 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $271k | -82% | 5.7k | 47.11 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $268k | NEW | 2.1k | 130.55 |
|
| Starbucks Corporation (SBUX) | 0.1 | $267k | NEW | 2.7k | 97.51 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $266k | -5% | 2.7k | 97.20 |
|
| MetLife (MET) | 0.1 | $266k | 3.2k | 82.47 |
|
|
| Burlington Stores (BURL) | 0.1 | $266k | 1.0k | 263.48 |
|
|
| Kkr & Co (KKR) | 0.1 | $264k | -85% | 2.0k | 130.60 |
|
| Shopify Cl A (SHOP) | 0.1 | $260k | NEW | 3.2k | 80.14 |
|
| Fortune Brands (FBIN) | 0.1 | $259k | NEW | 2.9k | 89.53 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $258k | +16% | 4.3k | 60.20 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $257k | NEW | 5.7k | 45.29 |
|
| Kla Corp Com New (KLAC) | 0.1 | $257k | -31% | 331.00 | 775.01 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $252k | -47% | 487.00 | 517.78 |
|
| Stryker Corporation (SYK) | 0.1 | $252k | 697.00 | 361.16 |
|
|
| First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) | 0.1 | $251k | 8.2k | 30.45 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $250k | NEW | 1.5k | 162.78 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $248k | NEW | 18k | 13.61 |
|
| Alcon Ord Shs (ALC) | 0.0 | $247k | -22% | 2.5k | 100.07 |
|
| Ge Vernova (GEV) | 0.0 | $245k | NEW | 961.00 | 254.98 |
|
| Gilead Sciences (GILD) | 0.0 | $245k | NEW | 2.9k | 83.84 |
|
| Cadence Design Systems (CDNS) | 0.0 | $243k | -20% | 896.00 | 271.03 |
|
| Agree Realty Corporation (ADC) | 0.0 | $242k | NEW | 3.2k | 75.32 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $240k | +279% | 9.2k | 26.25 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $239k | NEW | 1.6k | 154.02 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $237k | NEW | 2.1k | 115.29 |
|
| Westrock Coffee (WEST) | 0.0 | $237k | +25% | 37k | 6.50 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $237k | NEW | 449.00 | 527.73 |
|
| United Rentals (URI) | 0.0 | $235k | -19% | 290.00 | 810.64 |
|
| Pfizer (PFE) | 0.0 | $233k | NEW | 8.0k | 28.94 |
|
| Balchem Corporation (BCPC) | 0.0 | $232k | NEW | 1.3k | 176.01 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $231k | NEW | 3.0k | 78.13 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $230k | 2.1k | 108.63 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $229k | NEW | 2.8k | 80.49 |
|
| South State Corporation (SSB) | 0.0 | $228k | NEW | 2.3k | 97.17 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $227k | 2.4k | 94.60 |
|
|
| Public Storage (PSA) | 0.0 | $224k | NEW | 615.00 | 364.06 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $224k | -10% | 3.9k | 57.62 |
|
| Qualys (QLYS) | 0.0 | $224k | NEW | 1.7k | 128.46 |
|
| Domino's Pizza (DPZ) | 0.0 | $221k | NEW | 514.00 | 429.72 |
|
| ConocoPhillips (COP) | 0.0 | $220k | NEW | 2.1k | 105.27 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $219k | -12% | 2.4k | 89.83 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $218k | -37% | 1.1k | 198.69 |
|
| Edison International (EIX) | 0.0 | $217k | NEW | 2.5k | 87.10 |
|
| Omni (OMC) | 0.0 | $217k | -22% | 2.1k | 103.39 |
|
| MKS Instruments (MKSI) | 0.0 | $214k | NEW | 2.0k | 108.72 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $213k | NEW | 1.1k | 198.57 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.0 | $213k | NEW | 5.1k | 41.41 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $212k | -85% | 1.4k | 153.12 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $212k | NEW | 4.1k | 51.54 |
|
| CRH Ord (CRH) | 0.0 | $212k | NEW | 2.3k | 92.74 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $211k | NEW | 3.9k | 53.45 |
|
| Ge Aerospace Com New (GE) | 0.0 | $210k | NEW | 1.1k | 188.60 |
|
| PerkinElmer (RVTY) | 0.0 | $210k | NEW | 1.6k | 127.77 |
|
| DTE Energy Company (DTE) | 0.0 | $209k | NEW | 1.6k | 128.39 |
|
| Ida (IDA) | 0.0 | $209k | NEW | 2.0k | 103.11 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $207k | NEW | 6.5k | 31.63 |
|
| Steris Shs Usd (STE) | 0.0 | $206k | NEW | 848.00 | 242.54 |
|
| Selective Insurance (SIGI) | 0.0 | $206k | -6% | 2.2k | 93.32 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $205k | NEW | 2.6k | 79.42 |
|
| ExlService Holdings (EXLS) | 0.0 | $205k | NEW | 5.4k | 38.15 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $202k | NEW | 4.0k | 49.92 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $202k | 1.2k | 162.93 |
|
|
| Littelfuse (LFUS) | 0.0 | $201k | NEW | 757.00 | 265.40 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $200k | NEW | 3.3k | 59.87 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $187k | NEW | 14k | 13.65 |
|
| Standard Lithium Corp equities (SLI) | 0.0 | $91k | -5% | 56k | 1.61 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $69k | NEW | 22k | 3.12 |
|
| Evgo Cl A Com (EVGO) | 0.0 | $60k | +31% | 15k | 4.14 |
|
| Lexicon Pharmaceuticals Com New (LXRX) | 0.0 | $16k | NEW | 10k | 1.57 |
|
| Conn's (CONNQ) | 0.0 | $2.3k | 135k | 0.02 |
|
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 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
- Legacy Capital Wealth Partners 2021 Q2 filed Aug. 13, 2021
- Legacy Capital Wealth Partners 2021 Q1 filed May 14, 2021
- Legacy Capital Wealth Partners 2020 Q4 filed Feb. 16, 2021