Legacy Capital Wealth Partners
Latest statistics and disclosures from Legacy Capital Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JBHT, WMT, SPY, IJR, ACWV, and represent 23.40% of Legacy Capital Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: JBHT (+$23M), WMT (+$23M), VOO (+$6.9M), IVV (+$6.7M), EOG (+$6.3M), IJR (+$6.0M), ACWV (+$6.0M), SPY (+$5.9M), MINT, AAPL.
- Started 244 new stock positions in SDY, WMT, CSCO, SSNC, BRK.B, FAST, ZTS, VNQ, AMGN, CMCSA.
- Reduced shares in these 10 stocks: IWF, VTV, IEUR, FTSM, IYC, IDEV, XLE, XLI, CWB, .
- Sold out of its positions in IGV, IYC, KBE.
- Legacy Capital Wealth Partners was a net buyer of stock by $246M.
- Legacy Capital Wealth Partners has $364M in assets under management (AUM), dropping by 202.85%.
- Central Index Key (CIK): 0001766228
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Portfolio Holdings for Legacy Capital Wealth Partners
Legacy Capital Wealth Partners holds 281 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J.B. Hunt Transport Services (JBHT) | 6.4 | $23M | NEW | 124k | 188.52 |
|
| Wal-Mart Stores (WMT) | 6.3 | $23M | NEW | 144k | 159.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $15M | +69% | 34k | 427.48 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.4 | $12M | +94% | 131k | 94.33 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 3.3 | $12M | +96% | 127k | 95.42 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 3.2 | $12M | +30% | 251k | 45.95 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 2.5 | $9.2M | +42% | 118k | 78.14 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 2.5 | $9.2M | +26% | 103k | 89.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.4 | $8.7M | +40% | 42k | 208.24 |
|
| First Tr Value Line Divid In SHS (FVD) | 2.2 | $8.1M | +9% | 218k | 37.39 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $7.5M | +48% | 116k | 64.35 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $6.9M | NEW | 18k | 392.69 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $6.7M | NEW | 16k | 429.42 |
|
| EOG Resources (EOG) | 1.7 | $6.3M | NEW | 50k | 126.76 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.6 | $5.7M | +2% | 77k | 73.63 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.3 | $4.9M | NEW | 49k | 100.14 |
|
| Apple (AAPL) | 1.1 | $4.1M | NEW | 24k | 171.21 |
|
| Apollo Global Mgmt (APO) | 1.0 | $3.6M | +16% | 40k | 89.76 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.0 | $3.5M | NEW | 69k | 50.89 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.8 | $3.0M | -4% | 71k | 42.06 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $2.9M | -2% | 27k | 107.14 |
|
| Microsoft Corporation (MSFT) | 0.8 | $2.8M | NEW | 8.9k | 315.75 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.7 | $2.7M | NEW | 27k | 100.69 |
|
| Kkr & Co (KKR) | 0.7 | $2.7M | 44k | 61.60 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $2.5M | +607% | 82k | 30.15 |
|
| Carlyle Group (CG) | 0.7 | $2.5M | 82k | 30.16 |
|
|
| Bank Ozk (OZK) | 0.7 | $2.4M | NEW | 66k | 37.07 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $2.3M | NEW | 43k | 53.56 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | NEW | 5.1k | 435.03 |
|
| Chevron Corporation (CVX) | 0.6 | $2.1M | NEW | 12k | 168.63 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.6 | $2.1M | +41% | 45k | 45.74 |
|
| Vaneck Etf Trust Cef Muni Income (XMPT) | 0.6 | $2.0M | NEW | 107k | 18.90 |
|
| Amazon (AMZN) | 0.5 | $2.0M | NEW | 16k | 127.12 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.5 | $1.9M | +48% | 49k | 39.23 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.5 | $1.9M | NEW | 45k | 42.38 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.9M | NEW | 39k | 48.10 |
|
| UnitedHealth (UNH) | 0.5 | $1.9M | NEW | 3.7k | 504.24 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $1.7M | NEW | 17k | 100.67 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $1.7M | -9% | 36k | 47.24 |
|
| Golub Capital BDC (GBDC) | 0.5 | $1.7M | NEW | 116k | 14.67 |
|
| Capital Southwest Corporation (CSWC) | 0.5 | $1.7M | NEW | 74k | 22.90 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.4 | $1.6M | NEW | 59k | 27.36 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.4 | $1.6M | NEW | 79k | 20.12 |
|
| Lowe's Companies (LOW) | 0.4 | $1.6M | NEW | 7.5k | 207.85 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $1.6M | NEW | 80k | 19.47 |
|
| Hercules Technology Growth Capital (HTGC) | 0.4 | $1.5M | NEW | 93k | 16.42 |
|
| Owl Rock Capital Corporation (OBDC) | 0.4 | $1.5M | NEW | 105k | 13.85 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.4 | $1.4M | +98% | 60k | 23.90 |
|
| AmerisourceBergen (COR) | 0.4 | $1.4M | NEW | 7.9k | 179.97 |
|
| Main Street Capital Corporation (MAIN) | 0.4 | $1.4M | NEW | 34k | 40.63 |
|
| Sixth Street Specialty Lending (TSLX) | 0.4 | $1.4M | NEW | 67k | 20.44 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.4 | $1.4M | NEW | 40k | 33.96 |
|
| Fidus Invt (FDUS) | 0.4 | $1.4M | NEW | 71k | 19.20 |
|
| PennantPark Investment (PNNT) | 0.4 | $1.4M | +1788% | 208k | 6.58 |
|
| Medtronic SHS (MDT) | 0.4 | $1.3M | NEW | 17k | 78.36 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.3M | NEW | 8.3k | 155.74 |
|
| Symbotic Class A Com (SYM) | 0.3 | $1.3M | NEW | 38k | 33.43 |
|
| United Parcel Service CL B (UPS) | 0.3 | $1.2M | NEW | 8.0k | 155.87 |
|
| Gladstone Investment Corporation (GAIN) | 0.3 | $1.2M | NEW | 97k | 12.74 |
|
| Visa Com Cl A (V) | 0.3 | $1.2M | +465% | 5.4k | 230.03 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $1.2M | NEW | 25k | 50.07 |
|
| Gladstone Capital Corporation (GLAD) | 0.3 | $1.2M | NEW | 127k | 9.64 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.2M | NEW | 4.0k | 307.11 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | NEW | 3.0k | 395.89 |
|
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.3 | $1.2M | NEW | 115k | 10.46 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.2M | -42% | 3.2k | 358.34 |
|
| Listed Fd Tr Core Alt Fd (CCOR) | 0.3 | $1.1M | NEW | 42k | 27.60 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $1.1M | NEW | 22k | 50.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.1M | NEW | 12k | 94.04 |
|
| Williams Companies (WMB) | 0.3 | $1.1M | NEW | 32k | 33.69 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.1M | NEW | 15k | 69.40 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $1.0M | NEW | 21k | 50.26 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.3 | $1.0M | NEW | 34k | 30.72 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $1.0M | NEW | 28k | 36.66 |
|
| Tesla Motors (TSLA) | 0.3 | $992k | NEW | 3.9k | 255.32 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $982k | NEW | 19k | 52.49 |
|
| Coca-Cola Company (KO) | 0.3 | $979k | NEW | 18k | 55.98 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $950k | NEW | 14k | 68.92 |
|
| Meta Platforms Cl A (META) | 0.3 | $928k | NEW | 3.1k | 300.21 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $921k | NEW | 28k | 33.06 |
|
| Pioneer Natural Resources (PXD) | 0.3 | $918k | NEW | 4.0k | 229.53 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $898k | NEW | 9.8k | 91.82 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $889k | NEW | 9.5k | 93.74 |
|
| Ross Stores (ROST) | 0.2 | $884k | NEW | 7.8k | 112.96 |
|
| W.W. Grainger (GWW) | 0.2 | $862k | NEW | 1.2k | 692.08 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $859k | NEW | 4.5k | 190.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $855k | NEW | 6.0k | 141.68 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $853k | NEW | 5.9k | 145.01 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $844k | NEW | 1.7k | 506.19 |
|
| Amgen (AMGN) | 0.2 | $837k | NEW | 3.1k | 268.80 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $824k | -72% | 14k | 59.42 |
|
| Walt Disney Company (DIS) | 0.2 | $820k | NEW | 10k | 81.05 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.2 | $809k | NEW | 6.1k | 133.53 |
|
| Microchip Technology (MCHP) | 0.2 | $807k | NEW | 10k | 78.05 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $797k | NEW | 5.0k | 159.00 |
|
| Dollar General (DG) | 0.2 | $779k | NEW | 7.4k | 105.81 |
|
| SYSCO Corporation (SYY) | 0.2 | $776k | NEW | 12k | 66.05 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $776k | NEW | 35k | 22.16 |
|
| Merck & Co (MRK) | 0.2 | $770k | NEW | 7.5k | 102.95 |
|
| Philip Morris International (PM) | 0.2 | $766k | NEW | 8.3k | 92.57 |
|
| Nike CL B (NKE) | 0.2 | $755k | NEW | 7.9k | 95.62 |
|
| Verizon Communications (VZ) | 0.2 | $754k | NEW | 23k | 32.41 |
|
| Cisco Systems (CSCO) | 0.2 | $752k | NEW | 14k | 53.76 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $738k | NEW | 27k | 27.05 |
|
| Linde SHS (LIN) | 0.2 | $731k | NEW | 2.0k | 372.29 |
|
| Union Pacific Corporation (UNP) | 0.2 | $725k | NEW | 3.6k | 203.65 |
|
| S&p Global (SPGI) | 0.2 | $724k | NEW | 2.0k | 365.47 |
|
| Home Depot (HD) | 0.2 | $718k | NEW | 2.4k | 302.18 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $715k | NEW | 2.0k | 350.30 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $703k | NEW | 6.0k | 117.58 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $701k | NEW | 10k | 69.82 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $691k | NEW | 379.00 | 1823.56 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $687k | NEW | 19k | 36.25 |
|
| Chubb (CB) | 0.2 | $681k | NEW | 3.3k | 208.17 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $671k | NEW | 3.7k | 179.06 |
|
| Travelers Companies (TRV) | 0.2 | $656k | NEW | 4.0k | 163.30 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $645k | -64% | 9.5k | 67.80 |
|
| Procter & Gamble Company (PG) | 0.2 | $637k | NEW | 4.4k | 145.85 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $636k | NEW | 4.2k | 151.14 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $635k | -70% | 7.0k | 90.39 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $633k | NEW | 22k | 28.61 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $629k | NEW | 3.2k | 194.77 |
|
| At&t (T) | 0.2 | $627k | NEW | 42k | 15.02 |
|
| Global Payments (GPN) | 0.2 | $618k | NEW | 5.4k | 115.38 |
|
| PPG Industries (PPG) | 0.2 | $610k | NEW | 4.7k | 129.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $610k | -82% | 4.4k | 137.94 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $593k | NEW | 4.5k | 130.97 |
|
| Hartford Financial Services (HIG) | 0.2 | $591k | NEW | 8.3k | 70.91 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $589k | NEW | 1.4k | 409.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $588k | NEW | 4.4k | 134.66 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $579k | NEW | 3.4k | 171.45 |
|
| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.2 | $577k | NEW | 15k | 38.98 |
|
| Chemed Corp Com Stk (CHE) | 0.2 | $574k | NEW | 1.1k | 519.70 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $560k | -84% | 2.1k | 265.96 |
|
| Equinix (EQIX) | 0.1 | $540k | NEW | 744.00 | 726.31 |
|
| Wells Fargo & Company (WFC) | 0.1 | $531k | NEW | 13k | 40.86 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $523k | NEW | 10k | 50.18 |
|
| General Dynamics Corporation (GD) | 0.1 | $515k | NEW | 2.3k | 220.93 |
|
| TJX Companies (TJX) | 0.1 | $515k | NEW | 5.8k | 88.88 |
|
| State Street Corporation (STT) | 0.1 | $514k | NEW | 7.7k | 66.96 |
|
| Abbvie (ABBV) | 0.1 | $513k | NEW | 3.4k | 149.07 |
|
| Intel Corporation (INTC) | 0.1 | $511k | NEW | 14k | 35.55 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $510k | NEW | 12k | 44.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $508k | NEW | 3.7k | 136.35 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $504k | NEW | 9.4k | 53.64 |
|
| Broadcom (AVGO) | 0.1 | $492k | NEW | 592.00 | 831.23 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $491k | NEW | 5.4k | 90.94 |
|
| Sempra Energy (SRE) | 0.1 | $482k | NEW | 7.1k | 68.03 |
|
| PNC Financial Services (PNC) | 0.1 | $481k | NEW | 3.9k | 122.78 |
|
| Moody's Corporation (MCO) | 0.1 | $478k | NEW | 1.5k | 316.17 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $477k | NEW | 4.8k | 100.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $474k | NEW | 11k | 43.72 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $469k | +5% | 8.8k | 53.15 |
|
| Home BancShares (HOMB) | 0.1 | $465k | NEW | 22k | 20.94 |
|
| Carlisle Companies (CSL) | 0.1 | $464k | NEW | 1.8k | 259.28 |
|
| Cion Invt Corp (CION) | 0.1 | $463k | NEW | 44k | 10.57 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $456k | NEW | 6.5k | 69.78 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $455k | NEW | 11k | 41.30 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $448k | NEW | 6.8k | 65.76 |
|
| Unilever Spon Adr New (UL) | 0.1 | $445k | NEW | 9.0k | 49.40 |
|
| Becton, Dickinson and (BDX) | 0.1 | $440k | NEW | 1.7k | 258.51 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $439k | NEW | 5.4k | 80.97 |
|
| Brown & Brown (BRO) | 0.1 | $430k | NEW | 6.2k | 69.84 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $428k | NEW | 7.8k | 54.90 |
|
| Roper Industries (ROP) | 0.1 | $425k | NEW | 878.00 | 484.41 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $423k | NEW | 9.1k | 46.38 |
|
| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.1 | $419k | NEW | 8.6k | 48.92 |
|
| Shell Spon Ads (SHEL) | 0.1 | $410k | NEW | 6.4k | 64.38 |
|
| Aon Shs Cl A (AON) | 0.1 | $403k | +41% | 1.2k | 324.14 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $401k | NEW | 8.1k | 49.49 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $401k | -84% | 8.1k | 49.66 |
|
| Intuit (INTU) | 0.1 | $400k | NEW | 784.00 | 510.74 |
|
| Honda Motor Amern Shs (HMC) | 0.1 | $398k | NEW | 12k | 33.64 |
|
| ConAgra Foods (CAG) | 0.1 | $398k | NEW | 15k | 27.42 |
|
| Tractor Supply Company (TSCO) | 0.1 | $396k | NEW | 1.9k | 203.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $395k | NEW | 2.2k | 176.75 |
|
| Service Corporation International (SCI) | 0.1 | $394k | NEW | 6.9k | 57.14 |
|
| Ingredion Incorporated (INGR) | 0.1 | $393k | NEW | 4.0k | 98.40 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $390k | -74% | 3.0k | 128.73 |
|
| FedEx Corporation (FDX) | 0.1 | $387k | NEW | 1.5k | 264.92 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $384k | NEW | 5.2k | 74.41 |
|
| Expedia Group Com New (EXPE) | 0.1 | $379k | NEW | 3.7k | 103.07 |
|
| Lam Research Corporation (LRCX) | 0.1 | $379k | NEW | 605.00 | 626.91 |
|
| Vulcan Materials Company (VMC) | 0.1 | $379k | NEW | 1.9k | 201.97 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $378k | NEW | 7.6k | 49.83 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $374k | NEW | 10k | 37.05 |
|
| Globe Life (GL) | 0.1 | $371k | NEW | 3.4k | 108.73 |
|
| Genuine Parts Company (GPC) | 0.1 | $371k | NEW | 2.6k | 144.38 |
|
| Smucker J M Com New (SJM) | 0.1 | $368k | NEW | 3.0k | 122.90 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $363k | NEW | 2.8k | 129.32 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $362k | NEW | 1.6k | 227.93 |
|
| Perrigo SHS (PRGO) | 0.1 | $360k | NEW | 11k | 31.95 |
|
| Paypal Holdings (PYPL) | 0.1 | $355k | NEW | 6.1k | 58.46 |
|
| Ansys (ANSS) | 0.1 | $354k | NEW | 1.2k | 297.55 |
|
| American Express Company (AXP) | 0.1 | $352k | NEW | 2.4k | 149.19 |
|
| Enbridge (ENB) | 0.1 | $351k | NEW | 11k | 33.19 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $351k | NEW | 2.7k | 129.22 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $350k | NEW | 6.7k | 52.54 |
|
| Arista Networks (ANET) | 0.1 | $338k | NEW | 1.8k | 183.93 |
|
| Netflix (NFLX) | 0.1 | $337k | NEW | 893.00 | 377.59 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.1 | $337k | NEW | 23k | 14.47 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $336k | NEW | 2.9k | 115.01 |
|
| Fastenal Company (FAST) | 0.1 | $332k | NEW | 6.1k | 54.64 |
|
| Fidelity National Information Services (FIS) | 0.1 | $329k | NEW | 5.9k | 55.27 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $327k | NEW | 4.5k | 71.97 |
|
| Waste Management (WM) | 0.1 | $326k | NEW | 2.1k | 152.42 |
|
| Pfizer (PFE) | 0.1 | $322k | NEW | 9.7k | 33.17 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $320k | NEW | 595.00 | 537.14 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $309k | NEW | 2.1k | 149.18 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $308k | NEW | 1.5k | 201.51 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $306k | NEW | 2.2k | 141.18 |
|
| American Tower Reit (AMT) | 0.1 | $304k | NEW | 1.8k | 164.46 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $299k | NEW | 4.8k | 62.48 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $296k | NEW | 4.4k | 67.73 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $295k | NEW | 522.00 | 565.08 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $294k | NEW | 718.00 | 409.35 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $291k | NEW | 6.1k | 47.97 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $282k | NEW | 30k | 9.44 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $281k | -83% | 2.8k | 101.38 |
|
| Edison International (EIX) | 0.1 | $275k | NEW | 4.3k | 63.29 |
|
| Oracle Corporation (ORCL) | 0.1 | $273k | NEW | 2.6k | 105.90 |
|
| McKesson Corporation (MCK) | 0.1 | $273k | -12% | 628.00 | 434.90 |
|
| AvalonBay Communities (AVB) | 0.1 | $268k | NEW | 1.6k | 171.73 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $268k | NEW | 526.00 | 509.90 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $268k | NEW | 3.5k | 75.84 |
|
| Nextera Energy (NEE) | 0.1 | $267k | NEW | 4.7k | 57.28 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $264k | NEW | 449.00 | 588.66 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $264k | NEW | 3.4k | 78.15 |
|
| Cava Group Ord (CAVA) | 0.1 | $263k | NEW | 8.6k | 30.63 |
|
| Paychex (PAYX) | 0.1 | $255k | NEW | 2.2k | 115.35 |
|
| Synopsys (SNPS) | 0.1 | $251k | NEW | 547.00 | 458.97 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $251k | -86% | 4.3k | 58.28 |
|
| Snap-on Incorporated (SNA) | 0.1 | $250k | NEW | 980.00 | 255.11 |
|
| Stryker Corporation (SYK) | 0.1 | $248k | NEW | 908.00 | 273.33 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $248k | NEW | 973.00 | 255.04 |
|
| Starbucks Corporation (SBUX) | 0.1 | $246k | NEW | 2.7k | 91.26 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $245k | NEW | 14k | 17.75 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $243k | NEW | 5.6k | 43.40 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $243k | NEW | 1.1k | 214.10 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $241k | NEW | 547.00 | 440.51 |
|
| Molina Healthcare (MOH) | 0.1 | $239k | NEW | 729.00 | 327.89 |
|
| Dollar Tree (DLTR) | 0.1 | $238k | NEW | 2.2k | 106.45 |
|
| Progressive Corporation (PGR) | 0.1 | $238k | NEW | 1.7k | 139.31 |
|
| Kenvue (KVUE) | 0.1 | $238k | NEW | 12k | 20.08 |
|
| Polaris Industries (PII) | 0.1 | $235k | NEW | 2.3k | 104.14 |
|
| Booking Holdings (BKNG) | 0.1 | $234k | NEW | 76.00 | 3083.95 |
|
| Metropcs Communications (TMUS) | 0.1 | $234k | NEW | 1.7k | 140.05 |
|
| Baxter International (BAX) | 0.1 | $233k | NEW | 6.2k | 37.74 |
|
| Bank of America Corporation (BAC) | 0.1 | $231k | NEW | 8.4k | 27.38 |
|
| Thor Industries (THO) | 0.1 | $229k | NEW | 2.4k | 95.13 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $228k | NEW | 772.00 | 295.54 |
|
| Applied Materials (AMAT) | 0.1 | $228k | NEW | 1.6k | 138.45 |
|
| Ameriprise Financial (AMP) | 0.1 | $228k | NEW | 691.00 | 329.79 |
|
| Phillips 66 (PSX) | 0.1 | $228k | NEW | 1.9k | 120.16 |
|
| Gilead Sciences (GILD) | 0.1 | $227k | NEW | 3.0k | 74.95 |
|
| MetLife (MET) | 0.1 | $223k | NEW | 3.5k | 62.91 |
|
| Zoetis Cl A (ZTS) | 0.1 | $221k | NEW | 1.3k | 174.00 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $220k | +244% | 41k | 5.42 |
|
| Pepsi (PEP) | 0.1 | $220k | NEW | 1.3k | 169.46 |
|
| Icici Bank Adr (IBN) | 0.1 | $219k | NEW | 9.5k | 23.12 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $219k | NEW | 2.9k | 75.66 |
|
| Albemarle Corporation (ALB) | 0.1 | $213k | NEW | 1.3k | 169.97 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $211k | NEW | 2.4k | 87.90 |
|
| Honeywell International (HON) | 0.1 | $207k | NEW | 1.1k | 184.80 |
|
| Markel Corporation (MKL) | 0.1 | $206k | NEW | 140.00 | 1472.49 |
|
| Copart (CPRT) | 0.1 | $205k | NEW | 4.6k | 44.57 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $203k | NEW | 4.3k | 47.32 |
|
| D.R. Horton (DHI) | 0.1 | $203k | NEW | 1.9k | 107.45 |
|
| Entegris (ENTG) | 0.1 | $203k | NEW | 2.2k | 93.89 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $202k | -82% | 3.3k | 60.30 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $198k | NEW | 14k | 14.55 |
|
| Haleon Spon Ads (HLN) | 0.1 | $194k | NEW | 23k | 8.33 |
|
| Standard Lithium Corp equities (SLI) | 0.0 | $176k | NEW | 62k | 2.83 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $170k | NEW | 11k | 16.03 |
|
| Ford Motor Company (F) | 0.0 | $167k | NEW | 14k | 12.42 |
|
| Rocket Lab Usa (RKLB) | 0.0 | $127k | NEW | 29k | 4.38 |
|
| Canopy Gro (CGC) | 0.0 | $106k | NEW | 136k | 0.78 |
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $72k | NEW | 15k | 4.97 |
|
| Evgo Cl A Com (EVGO) | 0.0 | $37k | NEW | 11k | 3.38 |
|
| Velo3d Common Stock (VLD) | 0.0 | $19k | NEW | 12k | 1.56 |
|
| Canoo Com Cl A (GOEV) | 0.0 | $9.3k | NEW | 19k | 0.49 |
|
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 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