Legacy Capital Wealth Management

Legacy Capital Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Legacy Capital Wealth Management

Legacy Capital Wealth Management holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.3 $14M 25k 586.08
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 10.4 $11M 50k 210.45
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 7.3 $7.4M 146k 50.71
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.8 $6.8M 121k 56.48
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 4.1 $4.2M 143k 29.22
Apple (AAPL) 3.5 $3.5M 14k 250.42
Royal Caribbean Cruises (RCL) 3.0 $3.0M 13k 230.69
NVIDIA Corporation (NVDA) 2.5 $2.5M 19k 134.29
Amazon (AMZN) 2.4 $2.4M 11k 219.39
Broadcom (AVGO) 2.3 $2.4M 10k 231.84
Microsoft Corporation (MSFT) 2.2 $2.2M 5.2k 421.48
Sterling Construction Company (STRL) 2.0 $2.0M 12k 168.45
Meta Platforms Cl A (META) 2.0 $2.0M 3.4k 585.51
S&p Global (SPGI) 1.9 $1.9M 3.9k 498.03
Arista Networks Com Shs (ANET) 1.8 $1.9M 17k 110.53
Alphabet Cap Stk Cl C (GOOG) 1.8 $1.9M 9.7k 190.44
salesforce (CRM) 1.7 $1.7M 5.2k 334.33
Chevron Corporation (CVX) 1.7 $1.7M 12k 144.84
Emcor (EME) 1.6 $1.6M 3.6k 453.90
TJX Companies (TJX) 1.5 $1.5M 13k 120.81
Costco Wholesale Corporation (COST) 1.5 $1.5M 1.6k 916.28
Dell Technologies CL C (DELL) 1.5 $1.5M 13k 115.24
Parker-Hannifin Corporation (PH) 1.5 $1.5M 2.3k 636.03
McKesson Corporation (MCK) 1.5 $1.5M 2.6k 569.91
Western Midstream Partners L Com Unit Lp Int (WES) 1.5 $1.5M 38k 38.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.4M 3.1k 453.28
Tractor Supply Company (TSCO) 1.4 $1.4M 26k 53.06
O'reilly Automotive (ORLY) 1.4 $1.4M 1.2k 1185.80
Tesla Motors (TSLA) 1.2 $1.2M 3.1k 403.84
Eli Lilly & Co. (LLY) 1.2 $1.2M 1.6k 772.00
Vertex Pharmaceuticals Incorporated (VRTX) 1.2 $1.2M 2.9k 402.70
UnitedHealth (UNH) 1.2 $1.2M 2.3k 505.86
Kla Corp Com New (KLAC) 1.1 $1.1M 1.8k 630.12
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.1 $1.1M 8.8k 123.53
Exxon Mobil Corporation (XOM) 0.8 $826k 7.7k 107.57
Proshares Tr Pshs Ult S&p 500 (SSO) 0.7 $731k 7.9k 92.51
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $703k 13k 53.05
Palantir Technologies Cl A (PLTR) 0.6 $589k 7.8k 75.63
Microstrategy Cl A New (MSTR) 0.5 $552k 1.9k 289.62
Proshares Tr Pshs Ultra Qqq (QLD) 0.4 $429k 4.0k 108.24
Vanguard World Inf Tech Etf (VGT) 0.4 $416k 669.00 621.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $300k 587.00 511.23
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $288k 11k 26.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $287k 991.00 289.81
Home Depot (HD) 0.3 $285k 733.00 388.99
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $284k 3.3k 87.34
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $277k 3.5k 79.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $261k 12k 22.70
Proshares Tr Pshs Ultruss2000 (UWM) 0.2 $223k 5.3k 41.85
Ishares Silver Tr Ishares (SLV) 0.2 $223k 8.5k 26.33
Adaptimmune Therapeutics Sponds Adr (ADAP) 0.0 $15k 27k 0.54