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, DHI, RDVY, TSLA, and represent 24.44% of Legacy Capital Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DHI (+$15M), RSP, INTC, SH, BLK, RDVI, GPIX, WCMI, IBIT, META.
- Started 40 new stock positions in LYG, NNN, IBIT, GPIX, ACGL, CNTX, VLO, WINN, BX, RDVI.
- Reduced shares in these 10 stocks: SPYI, WMT, BIL, JBHT, JEPI, EOG, GAP, CAVA, AstraZeneca, JNJ.
- Sold out of its positions in AMP, AstraZeneca, AUB, AVB, CDW, CAVA, CHE, CFR, DFIP, DFSD.
- Legacy Capital Wealth Partners was a net buyer of stock by $18M.
- Legacy Capital Wealth Partners has $485M in assets under management (AUM), dropping by 4.18%.
- Central Index Key (CIK): 0001766228
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Portfolio Holdings for Legacy Capital Wealth Partners
Legacy Capital Wealth Partners holds 385 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 12.6 | $61M | -6% | 491k | 124.28 |
|
| J.B. Hunt Transport Services (JBHT) | 4.6 | $23M | -11% | 106k | 211.90 |
|
| D.R. Horton (DHI) | 3.1 | $15M | NEW | 108k | 137.22 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.2 | $11M | +7% | 162k | 65.09 |
|
| Tesla Motors (TSLA) | 2.0 | $9.7M | +5% | 26k | 371.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.9 | $9.1M | +11% | 74k | 124.24 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.7 | $8.4M | +8% | 79k | 106.26 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 1.7 | $8.3M | +4% | 148k | 56.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $7.9M | 12k | 653.18 |
|
|
| Gap (GAP) | 1.5 | $7.3M | -19% | 304k | 24.20 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 1.4 | $7.0M | 59k | 118.40 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $6.9M | +4% | 40k | 174.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $6.7M | -2% | 11k | 597.53 |
|
| Apple (AAPL) | 1.3 | $6.4M | +2% | 25k | 253.79 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 1.2 | $6.0M | +4% | 115k | 51.78 |
|
| EOG Resources (EOG) | 1.2 | $5.8M | -24% | 40k | 144.57 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) | 0.9 | $4.3M | +3% | 160k | 26.91 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $4.2M | 84k | 50.37 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $3.9M | NEW | 20k | 191.92 |
|
| Amazon (AMZN) | 0.8 | $3.7M | +2% | 18k | 208.27 |
|
| Microsoft Corporation (MSFT) | 0.8 | $3.7M | +4% | 10k | 370.15 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $3.6M | 39k | 92.69 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $3.6M | +48% | 6.2k | 572.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.3M | +8% | 11k | 287.55 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $3.0M | -5% | 66k | 45.12 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $2.9M | -13% | 75k | 38.86 |
|
| Gmo Etf Trust Gmo Us Value (GMOV) | 0.6 | $2.9M | +6% | 103k | 28.10 |
|
| Bank Ozk (OZK) | 0.6 | $2.8M | 62k | 45.89 |
|
|
| Symbotic Class A Com (SYM) | 0.6 | $2.8M | 53k | 53.20 |
|
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.6 | $2.7M | 27k | 100.97 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.5M | +13% | 81k | 30.32 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.5 | $2.4M | -8% | 72k | 33.97 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.5 | $2.4M | +37% | 61k | 38.96 |
|
| Blackrock (BLK) | 0.5 | $2.2M | +417% | 2.3k | 961.70 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.5 | $2.2M | 55k | 39.89 |
|
|
| Intel Corporation (INTC) | 0.4 | $2.2M | +612% | 49k | 44.13 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $2.1M | -5% | 29k | 73.94 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $2.1M | +21% | 60k | 35.59 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | -13% | 12k | 169.66 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $2.1M | -4% | 19k | 110.47 |
|
| Chevron Corporation (CVX) | 0.4 | $2.1M | -6% | 10k | 206.89 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $2.0M | -4% | 20k | 100.57 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.4 | $2.0M | -12% | 47k | 41.96 |
|
| Visa Com Cl A (V) | 0.4 | $1.9M | 6.3k | 302.25 |
|
|
| Broadcom (AVGO) | 0.4 | $1.9M | +7% | 6.1k | 309.50 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.4 | $1.8M | NEW | 48k | 37.93 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.8M | +6% | 6.2k | 294.16 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $1.8M | +9% | 8.4k | 213.67 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.4 | $1.8M | 42k | 42.40 |
|
|
| Verizon Communications (VZ) | 0.4 | $1.7M | +3% | 34k | 50.20 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $1.7M | -2% | 24k | 70.36 |
|
| Philip Morris International (PM) | 0.4 | $1.7M | -5% | 10k | 165.34 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $1.7M | -4% | 18k | 97.13 |
|
| Gladstone Investment Corporation (GAIN) | 0.3 | $1.7M | +6% | 119k | 14.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.7M | 8.4k | 196.19 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.6M | +13% | 5.7k | 286.89 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $1.6M | -5% | 17k | 95.82 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $1.6M | +36% | 25k | 62.45 |
|
| Capital Southwest Corporation (CSWC) | 0.3 | $1.6M | +7% | 71k | 22.12 |
|
| Trinity Cap (TRIN) | 0.3 | $1.6M | +7% | 106k | 14.71 |
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| Main Street Capital Corporation (MAIN) | 0.3 | $1.5M | +4% | 29k | 52.96 |
|
| Golub Capital BDC (GBDC) | 0.3 | $1.5M | +2% | 120k | 12.66 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.5M | +15% | 84k | 18.02 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | 20k | 73.64 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.3 | $1.5M | +9% | 98k | 14.77 |
|
| TJX Companies (TJX) | 0.3 | $1.4M | +7% | 9.0k | 159.70 |
|
| Netflix (NFLX) | 0.3 | $1.4M | +16% | 15k | 96.15 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.4M | 3.3k | 430.29 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $1.4M | +10% | 59k | 23.69 |
|
| Fidus Invt (FDUS) | 0.3 | $1.4M | +9% | 80k | 17.42 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $1.4M | 34k | 40.57 |
|
|
| Sixth Street Specialty Lending (TSLX) | 0.3 | $1.4M | +9% | 75k | 18.38 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $1.4M | NEW | 54k | 25.55 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.3 | $1.4M | NEW | 27k | 50.04 |
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.3 | $1.3M | NEW | 80k | 16.77 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.3M | -4% | 14k | 92.76 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.3 | $1.3M | 53k | 24.77 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $1.3M | NEW | 34k | 38.42 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.3M | +11% | 3.8k | 337.98 |
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| Home Depot (HD) | 0.3 | $1.3M | 3.9k | 328.90 |
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| Spdr Series Trust State Street Spd (CWB) | 0.3 | $1.3M | 14k | 91.52 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | -2% | 2.6k | 479.20 |
|
| Owl Rock Capital Corporation (OBDC) | 0.3 | $1.3M | +11% | 113k | 11.06 |
|
| Us Bancorp Com New (USB) | 0.3 | $1.2M | -13% | 24k | 52.01 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.3 | $1.2M | +34% | 47k | 26.27 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.2M | +15% | 830.00 | 1472.62 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | +4% | 2.4k | 499.71 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.2 | $1.2M | +11% | 86k | 13.96 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | +12% | 6.1k | 194.14 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.2M | +63% | 20k | 57.84 |
|
| Gladstone Cap Corp Com New (GLAD) | 0.2 | $1.2M | +12% | 68k | 17.35 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $1.2M | +14% | 6.7k | 173.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.2M | +51% | 2.7k | 426.43 |
|
| W.W. Grainger (GWW) | 0.2 | $1.1M | -3% | 1.1k | 1090.65 |
|
| Applied Materials (AMAT) | 0.2 | $1.1M | +8% | 3.3k | 341.74 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.2 | $1.1M | 25k | 44.80 |
|
|
| McKesson Corporation (MCK) | 0.2 | $1.1M | +22% | 1.3k | 865.18 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.6k | 242.60 |
|
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.2 | $1.1M | +16% | 43k | 25.30 |
|
| O'reilly Automotive (ORLY) | 0.2 | $1.1M | +3% | 12k | 92.31 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 0.2 | $1.1M | -2% | 24k | 44.18 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $1.1M | +29% | 8.7k | 122.78 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.0M | +15% | 8.1k | 128.11 |
|
| Texas Pacific Land Corp (TPL) | 0.2 | $1.0M | -7% | 2.1k | 474.53 |
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| Procter & Gamble Company (PG) | 0.2 | $986k | +11% | 6.8k | 144.44 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $984k | 8.8k | 111.38 |
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|
| Hartford Financial Services (HIG) | 0.2 | $964k | +8% | 7.1k | 135.23 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $952k | -29% | 31k | 30.68 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $946k | +24% | 6.5k | 146.27 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $940k | +25% | 27k | 34.55 |
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| Unilever Spon Adr New (UL) | 0.2 | $939k | 17k | 56.97 |
|
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| Parker-Hannifin Corporation (PH) | 0.2 | $939k | +3% | 1.0k | 895.16 |
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| At&t (T) | 0.2 | $937k | +21% | 32k | 28.99 |
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.2 | $923k | +164% | 31k | 29.66 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $904k | -9% | 14k | 64.08 |
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| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.2 | $889k | 12k | 74.18 |
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| Quanta Services (PWR) | 0.2 | $887k | +11% | 1.6k | 549.04 |
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| Medtronic SHS (MDT) | 0.2 | $881k | 10k | 86.65 |
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| Costco Wholesale Corporation (COST) | 0.2 | $880k | 883.00 | 996.94 |
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| Alps Etf Tr Smith Core Plus (SMTH) | 0.2 | $866k | 34k | 25.75 |
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| Williams Companies (WMB) | 0.2 | $852k | -25% | 12k | 72.78 |
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| Johnson & Johnson (JNJ) | 0.2 | $849k | -38% | 3.5k | 244.44 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $849k | +10% | 1.9k | 446.54 |
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| Abbvie (ABBV) | 0.2 | $846k | -3% | 3.9k | 217.46 |
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| GSK Sponsored Adr (GSK) | 0.2 | $823k | -24% | 15k | 55.19 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $803k | -12% | 3.8k | 213.67 |
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| Truist Financial Corp equities (TFC) | 0.2 | $799k | 17k | 45.97 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $790k | -19% | 10k | 79.06 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $789k | -8% | 597.00 | 1321.21 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $786k | -7% | 8.0k | 98.38 |
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| PNC Financial Services (PNC) | 0.2 | $785k | 3.8k | 208.11 |
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| Linde SHS (LIN) | 0.2 | $780k | +5% | 1.6k | 495.61 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $778k | +12% | 13k | 61.26 |
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| Eli Lilly & Co. (LLY) | 0.2 | $774k | +12% | 842.00 | 919.62 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $774k | -20% | 10k | 76.54 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $774k | -15% | 1.3k | 604.39 |
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| Genuine Parts Company (GPC) | 0.2 | $771k | +7% | 7.3k | 105.75 |
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| L3harris Technologies (LHX) | 0.2 | $769k | -6% | 2.2k | 345.09 |
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| Hershey Company (HSY) | 0.2 | $767k | -2% | 3.7k | 207.89 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $764k | 22k | 35.14 |
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| Wp Carey (WPC) | 0.2 | $760k | 11k | 67.96 |
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| Intuit (INTU) | 0.2 | $757k | +23% | 1.8k | 432.48 |
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| Travelers Companies (TRV) | 0.2 | $757k | 2.6k | 291.69 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $754k | 30k | 25.18 |
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| Lowe's Companies (LOW) | 0.2 | $750k | -15% | 3.2k | 236.25 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $730k | +24% | 3.8k | 192.88 |
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| Eaton Corp SHS (ETN) | 0.1 | $713k | +27% | 2.0k | 357.61 |
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| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.1 | $709k | NEW | 21k | 33.93 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $706k | +5% | 1.5k | 460.99 |
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| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.1 | $705k | +2% | 68k | 10.43 |
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| Icon SHS (ICLR) | 0.1 | $704k | +22% | 6.4k | 110.66 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $701k | 7.4k | 94.95 |
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| Astrazeneca Ord (AZN) | 0.1 | $700k | NEW | 3.6k | 197.22 |
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| Synopsys (SNPS) | 0.1 | $694k | 1.8k | 396.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $694k | -4% | 1.2k | 577.18 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $690k | +14% | 9.4k | 73.78 |
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| First Tr Exchange Traded First Trust S&p (KNGZ) | 0.1 | $686k | 19k | 36.02 |
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| Coca-Cola Company (KO) | 0.1 | $680k | -14% | 8.9k | 76.05 |
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| Diageo Spon Adr New (DEO) | 0.1 | $668k | +66% | 9.0k | 74.45 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $667k | NEW | 6.6k | 100.66 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $662k | -12% | 17k | 39.48 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $660k | NEW | 4.0k | 163.58 |
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| Totalenergies Se Act (TTE) | 0.1 | $657k | -22% | 7.2k | 90.98 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $656k | 8.1k | 80.61 |
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| Micron Technology (MU) | 0.1 | $653k | +3% | 1.9k | 337.76 |
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| Air Products & Chemicals (APD) | 0.1 | $642k | -8% | 2.2k | 290.43 |
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| Progressive Corporation (PGR) | 0.1 | $641k | +13% | 3.2k | 198.25 |
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| Carlisle Companies (CSL) | 0.1 | $636k | +19% | 1.9k | 333.57 |
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| Amphenol Corp Cl A (APH) | 0.1 | $635k | +13% | 5.0k | 126.34 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $629k | -2% | 3.4k | 184.30 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $628k | -20% | 24k | 26.20 |
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| Home BancShares (HOMB) | 0.1 | $626k | 23k | 26.93 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $610k | +11% | 6.9k | 88.70 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $608k | +10% | 13k | 45.89 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $603k | +88% | 14k | 42.22 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $600k | -5% | 8.4k | 71.13 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $599k | +10% | 13k | 45.46 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $592k | 12k | 48.18 |
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| Zimmer Holdings (ZBH) | 0.1 | $582k | +58% | 6.4k | 90.42 |
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| Wells Fargo & Company (WFC) | 0.1 | $574k | -17% | 7.2k | 79.61 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $573k | NEW | 5.0k | 114.99 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $570k | 6.9k | 82.75 |
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| Bank of America Corporation (BAC) | 0.1 | $569k | +22% | 12k | 48.75 |
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| Target Corporation (TGT) | 0.1 | $567k | +44% | 4.7k | 121.21 |
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| Shell Spon Ads (SHEL) | 0.1 | $566k | 6.1k | 93.01 |
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| Capital One Financial (COF) | 0.1 | $566k | 3.1k | 182.41 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $564k | 1.9k | 302.29 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $562k | +13% | 11k | 49.97 |
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| Cisco Systems (CSCO) | 0.1 | $561k | +7% | 7.2k | 77.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $556k | -25% | 2.2k | 257.35 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $546k | +12% | 16k | 33.67 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $541k | 12k | 47.02 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $541k | 877.00 | 616.52 |
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| Snap-on Incorporated (SNA) | 0.1 | $539k | 1.5k | 363.33 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 0.1 | $530k | +134% | 14k | 36.67 |
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| Nextera Energy (NEE) | 0.1 | $527k | 5.7k | 92.87 |
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| Diamondback Energy (FANG) | 0.1 | $526k | -3% | 2.7k | 197.79 |
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| Trane Technologies SHS (TT) | 0.1 | $526k | +16% | 1.3k | 416.74 |
|
| Amgen (AMGN) | 0.1 | $521k | -4% | 1.5k | 351.77 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $521k | 10k | 50.61 |
|
|
| Walt Disney Company (DIS) | 0.1 | $519k | -15% | 5.4k | 96.37 |
|
| Ross Stores (ROST) | 0.1 | $519k | -39% | 2.4k | 216.67 |
|
| United Rentals (URI) | 0.1 | $519k | +11% | 712.00 | 728.22 |
|
| S&p Global (SPGI) | 0.1 | $517k | 1.2k | 425.45 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $514k | 7.2k | 70.91 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $510k | +74% | 4.6k | 111.41 |
|
| Kenvue (KVUE) | 0.1 | $508k | 30k | 17.24 |
|
|
| Moody's Corporation (MCO) | 0.1 | $506k | 1.2k | 436.25 |
|
|
| Servicenow (NOW) | 0.1 | $502k | +17% | 4.8k | 104.55 |
|
| Peak (DOC) | 0.1 | $497k | +7% | 30k | 16.43 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) | 0.1 | $491k | +34% | 22k | 22.38 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $490k | +3% | 3.0k | 162.47 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $488k | 31k | 15.83 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $488k | -25% | 992.00 | 491.62 |
|
| Fastenal Company (FAST) | 0.1 | $487k | -5% | 11k | 46.40 |
|
| Cadence Design Systems (CDNS) | 0.1 | $479k | +7% | 1.7k | 277.87 |
|
| Prologis (PLD) | 0.1 | $478k | 3.6k | 132.18 |
|
|
| Phillips 66 (PSX) | 0.1 | $469k | 2.6k | 182.21 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $465k | +23% | 10k | 45.23 |
|
| AmerisourceBergen (COR) | 0.1 | $464k | -29% | 1.5k | 314.07 |
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.1 | $447k | -37% | 7.9k | 56.52 |
|
| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $443k | -18% | 14k | 30.78 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $439k | +2% | 4.1k | 108.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $439k | -9% | 2.2k | 198.29 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $438k | -2% | 1.4k | 304.32 |
|
| UnitedHealth (UNH) | 0.1 | $435k | 1.6k | 270.64 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $433k | NEW | 6.2k | 69.75 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM) | 0.1 | $432k | 13k | 32.67 |
|
|
| Wec Energy Group (WEC) | 0.1 | $431k | +22% | 3.7k | 115.78 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $430k | 8.9k | 48.46 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $423k | 13k | 33.54 |
|
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $423k | -21% | 12k | 35.43 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $421k | -35% | 18k | 23.65 |
|
| Cme (CME) | 0.1 | $421k | 1.4k | 295.35 |
|
|
| Markel Corporation (MKL) | 0.1 | $421k | 220.00 | 1914.07 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $416k | +159% | 11k | 36.75 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM) | 0.1 | $414k | -15% | 13k | 32.81 |
|
| Waste Management (WM) | 0.1 | $411k | -3% | 1.8k | 229.85 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $408k | NEW | 2.4k | 172.05 |
|
| Dollar General (DG) | 0.1 | $407k | -14% | 3.4k | 118.73 |
|
| Baxter International (BAX) | 0.1 | $405k | +59% | 24k | 16.80 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $404k | -3% | 4.1k | 99.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $402k | +57% | 14k | 28.71 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $401k | 8.1k | 49.50 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $399k | -3% | 8.3k | 47.93 |
|
| John Hancock Exchange Traded Mortgage Backed (JHMB) | 0.1 | $399k | 18k | 22.01 |
|
|
| American Tower Reit (AMT) | 0.1 | $398k | +37% | 2.3k | 172.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $395k | NEW | 1.6k | 243.08 |
|
| Becton, Dickinson and (BDX) | 0.1 | $394k | 2.5k | 157.22 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $392k | -11% | 1.9k | 209.98 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $392k | 4.7k | 82.57 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $389k | 978.00 | 398.00 |
|
|
| Sempra Energy (SRE) | 0.1 | $382k | -4% | 3.9k | 97.16 |
|
| Paychex (PAYX) | 0.1 | $381k | +23% | 4.1k | 92.12 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $381k | -23% | 4.1k | 93.98 |
|
| Public Storage (PSA) | 0.1 | $379k | +13% | 1.4k | 270.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $379k | 1.5k | 248.04 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $373k | 3.3k | 112.27 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $373k | -2% | 4.1k | 90.67 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $370k | 7.2k | 51.18 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $370k | +13% | 5.1k | 71.83 |
|
| AutoZone (AZO) | 0.1 | $368k | -29% | 109.00 | 3377.78 |
|
| Oracle Corporation (ORCL) | 0.1 | $366k | -16% | 2.5k | 147.13 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $365k | 36k | 10.03 |
|
|
| Globe Life (GL) | 0.1 | $364k | 2.6k | 139.17 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.1 | $361k | 7.5k | 47.91 |
|
|
| PPG Industries (PPG) | 0.1 | $360k | +12% | 3.4k | 106.88 |
|
| Automatic Data Processing (ADP) | 0.1 | $357k | +27% | 1.8k | 203.14 |
|
| Abbott Laboratories (ABT) | 0.1 | $357k | 3.5k | 102.68 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $357k | -20% | 1.8k | 195.95 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $354k | +17% | 5.6k | 62.75 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $353k | -37% | 8.7k | 40.79 |
|
| Haleon Spon Ads (HLN) | 0.1 | $349k | 35k | 10.01 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $336k | -24% | 1.6k | 215.10 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $334k | -2% | 1.6k | 211.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $333k | 4.9k | 67.53 |
|
|
| Lennar Corp Cl A (LEN) | 0.1 | $332k | +11% | 3.8k | 86.83 |
|
| General Dynamics Corporation (GD) | 0.1 | $328k | -45% | 956.00 | 343.30 |
|
| Stifel Financial (SF) | 0.1 | $325k | +52% | 4.4k | 73.92 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.1 | $324k | -4% | 7.4k | 43.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) | 0.1 | $323k | 11k | 30.32 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $322k | +8% | 2.0k | 164.60 |
|
| Burlington Stores (BURL) | 0.1 | $322k | +6% | 989.00 | 325.38 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $321k | 15k | 21.49 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $317k | +5% | 2.0k | 160.32 |
|
| SYSCO Corporation (SYY) | 0.1 | $317k | -25% | 4.4k | 71.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $313k | -7% | 13k | 23.49 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $311k | 6.7k | 46.38 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $305k | 951.00 | 320.56 |
|
|
| Innovator Etfs Trust Equity Defined P (ZAPR) | 0.1 | $304k | 12k | 26.10 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $304k | 6.7k | 45.18 |
|
|
| Booking Holdings (BKNG) | 0.1 | $303k | +12% | 72.00 | 4210.43 |
|
| First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS) | 0.1 | $303k | +3% | 13k | 23.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $300k | -13% | 10k | 29.13 |
|
| Agnico (AEM) | 0.1 | $298k | +4% | 1.5k | 202.99 |
|
| MetLife (MET) | 0.1 | $296k | +10% | 4.2k | 70.72 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $296k | NEW | 1.2k | 244.22 |
|
| ConocoPhillips (COP) | 0.1 | $294k | -6% | 2.2k | 131.97 |
|
| Vulcan Materials Company (VMC) | 0.1 | $291k | 1.1k | 272.30 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $291k | -10% | 5.8k | 49.89 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $291k | 6.0k | 48.86 |
|
|
| Ida (IDA) | 0.1 | $290k | 2.0k | 142.96 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.1 | $290k | NEW | 6.2k | 47.00 |
|
| Roper Industries (ROP) | 0.1 | $289k | 816.00 | 353.87 |
|
|
| Littelfuse (LFUS) | 0.1 | $288k | -5% | 849.00 | 339.38 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $288k | +7% | 2.7k | 106.15 |
|
| Brown & Brown (BRO) | 0.1 | $285k | -15% | 4.4k | 65.21 |
|
| Starbucks Corporation (SBUX) | 0.1 | $283k | -6% | 3.2k | 89.58 |
|
| Ingredion Incorporated (INGR) | 0.1 | $282k | +3% | 2.5k | 112.66 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $282k | 4.2k | 67.12 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $280k | -8% | 2.1k | 130.95 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $276k | -24% | 10k | 26.44 |
|
| Innovator Etfs Trust Equity Defined P (ZNOV) | 0.1 | $276k | 10k | 26.55 |
|
|
| Casey's General Stores (CASY) | 0.1 | $273k | NEW | 374.00 | 728.59 |
|
| Managed Portfolio Series Kensington Hedge (KHPI) | 0.1 | $266k | +15% | 11k | 24.21 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $263k | -2% | 11k | 24.31 |
|
| Western Digital (WDC) | 0.1 | $263k | NEW | 972.00 | 270.49 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $261k | 4.0k | 65.94 |
|
|
| EnPro Industries (NPO) | 0.1 | $260k | 1.0k | 250.57 |
|
|
| Rbb Fund Trust First Eagle Over (FEOE) | 0.1 | $259k | NEW | 5.1k | 50.46 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $259k | +24% | 4.4k | 58.47 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $258k | 1.6k | 158.08 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $257k | -29% | 3.9k | 66.28 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $256k | 1.2k | 209.10 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $252k | 6.2k | 40.47 |
|
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.1 | $251k | NEW | 9.0k | 27.73 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $250k | +7% | 2.0k | 126.28 |
|
| Watsco, Incorporated (WSO) | 0.1 | $249k | +11% | 684.00 | 364.03 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $248k | -7% | 6.5k | 37.91 |
|
| Corning Incorporated (GLW) | 0.1 | $247k | NEW | 1.8k | 135.97 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $246k | 2.8k | 88.16 |
|
|
| Diodes Incorporated (DIOD) | 0.1 | $246k | NEW | 3.6k | 68.26 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.1 | $244k | 5.5k | 44.28 |
|
|
| Honeywell International | 0.0 | $242k | NEW | 1.1k | 225.97 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.0 | $240k | 5.1k | 46.74 |
|
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $239k | -21% | 12k | 20.77 |
|
| Cummins (CMI) | 0.0 | $239k | +2% | 444.00 | 538.00 |
|
| National Retail Properties (NNN) | 0.0 | $238k | NEW | 5.7k | 42.03 |
|
| Valero Energy Corporation (VLO) | 0.0 | $237k | NEW | 958.00 | 246.97 |
|
| Sea Sponsord Ads (SE) | 0.0 | $236k | +5% | 2.8k | 82.81 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $236k | 2.4k | 96.70 |
|
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $233k | -8% | 11k | 21.32 |
|
| Tortoise Capital Series Trus North Amrcn Pipe (TPYP) | 0.0 | $233k | NEW | 5.5k | 42.36 |
|
| Pool Corporation (POOL) | 0.0 | $232k | NEW | 1.1k | 202.38 |
|
| Service Corporation International (SCI) | 0.0 | $229k | -35% | 2.8k | 82.51 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $226k | -17% | 517.00 | 436.89 |
|
| Ge Aerospace Com New (GE) | 0.0 | $224k | +19% | 788.00 | 283.80 |
|
| Zoetis Cl A (ZTS) | 0.0 | $223k | -13% | 1.9k | 118.21 |
|
| Moelis & Co Cl A (MC) | 0.0 | $223k | +23% | 3.9k | 56.99 |
|
| Onto Innovation (ONTO) | 0.0 | $222k | NEW | 1.1k | 205.07 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $221k | NEW | 3.5k | 64.06 |
|
| Caci Intl Cl A (CACI) | 0.0 | $221k | +2% | 406.00 | 543.87 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $221k | 2.4k | 92.28 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $220k | NEW | 1.1k | 195.42 |
|
| Stryker Corporation (SYK) | 0.0 | $217k | +9% | 661.00 | 328.57 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $216k | -26% | 3.8k | 57.64 |
|
| Qualcomm (QCOM) | 0.0 | $213k | NEW | 1.7k | 128.75 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $212k | +14% | 2.3k | 92.04 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $211k | NEW | 842.00 | 250.59 |
|
| Keysight Technologies (KEYS) | 0.0 | $211k | NEW | 746.00 | 282.37 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $210k | 2.6k | 79.27 |
|
|
| Steris Shs Usd (STE) | 0.0 | $209k | -29% | 944.00 | 221.22 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $209k | NEW | 2.7k | 76.34 |
|
| Microchip Technology (MCHP) | 0.0 | $208k | -10% | 3.2k | 64.60 |
|
| EnerSys (ENS) | 0.0 | $208k | -13% | 1.2k | 173.67 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $208k | NEW | 2.2k | 95.99 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $207k | NEW | 7.6k | 27.46 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $206k | 1.0k | 204.21 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $206k | 6.4k | 32.01 |
|
|
| Uber Technologies (UBER) | 0.0 | $205k | +2% | 2.9k | 71.93 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $205k | NEW | 1.3k | 152.75 |
|
| State Street Corporation (STT) | 0.0 | $203k | -34% | 1.6k | 126.56 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $202k | -49% | 934.00 | 216.51 |
|
| ExlService Holdings (EXLS) | 0.0 | $202k | +32% | 6.6k | 30.45 |
|
| PG&E Corporation (PCG) | 0.0 | $198k | +6% | 11k | 17.57 |
|
| Standard Lithium Corp equities (SLI) | 0.0 | $193k | -3% | 57k | 3.41 |
|
| Westrock Coffee (WEST) | 0.0 | $155k | +9% | 37k | 4.25 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $147k | 29k | 5.10 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $97k | 35k | 2.78 |
|
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $75k | 11k | 6.68 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $51k | NEW | 10k | 5.03 |
|
| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $38k | 18k | 2.15 |
|
|
| Context Therapeutics (CNTX) | 0.0 | $27k | NEW | 10k | 2.62 |
|
| Evgo Cl A Com (EVGO) | 0.0 | $24k | -2% | 14k | 1.72 |
|
| Plug Pwr Com New (PLUG) | 0.0 | $23k | 10k | 2.26 |
|
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 2026 Q1 filed May 15, 2026
- Legacy Capital Wealth Partners 2025 Q4 filed Jan. 16, 2026
- 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