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

SEC 13F filings are viewable for Legacy Capital Wealth Partners going back to 2020