Legacy Capital Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LC Legacy Capital Wealth Partners, LLC | Institutional Filer | ▲ 4.18% | $485.4M | 385 |
Current Portfolio Holdings
Showing all 385 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc. | Consumer Defensive | 491K | $61.0M | 12.58% |
| 2 | JBHT | J.B. Hunt Transport Services, Inc. | Industrials | 106K | $22.5M | 4.63% |
| 3 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 108K | $14.9M | 3.06% |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 162K | $10.6M | 2.17% |
| 5 | TSLA | Tesla, Inc. | Consumer Cyclical | 26K | $9.7M | 1.99% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 74K | $9.1M | 1.88% |
| 7 | RWL | INVESCO EXCH TRADED FD TR II | — | 79K | $8.4M | 1.72% |
| 8 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 148K | $8.3M | 1.72% |
| 9 | IVV | ISHARES TR | — | 12K | $7.9M | 1.63% |
| 10 | GAP | The Gap, Inc. | Consumer Cyclical | 304K | $7.3M | 1.51% |
| 11 | PKW | INVESCO EXCHANGE TRADED FD T | — | 59K | $7.0M | 1.43% |
| 12 | NVDA | NVIDIA Corporation | Technology | 39K | $6.9M | 1.42% |
| 13 | VOO | VANGUARD INDEX FDS | — | 11K | $6.7M | 1.37% |
| 14 | AAPL | Apple Inc. | Technology | 25K | $6.4M | 1.31% |
| 15 | FAUG | FIRST TR EXCHNG TRADED FD VI | — | 115K | $6.0M | 1.23% |
Showing 1 to 15 of 385 holdings