LC
| |
Legacy Capital Wealth Partners, LLC13F | |
| Legacy Capital Wealth Partners, LLC | |
| Last update 2025-05-02 | 351 Stocks (40 new) |
| Value $407.00 Mil | Turnover 13 % |
Legacy Capital Wealth Partners... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMT | Walmart Inc | 515,890 | 45,290.0 | +1.14% | 11.140 | +0.13% | 0.010 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
JBHT | JB Hunt Transport Services Inc | 119,333 | 17,655.3 | 0% | 4.340 | 0% | 0.120 | +15.58% | -12.25% | 14,412.4 | Transportation | |
SPY | SPDR S&P 500 ETF Trust | 75,690 | 14,426.2 | -3.80% | 3.550 | -0.16% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
GAP | Gap Inc | 683,271 | 14,082.2 | +202.30% | 3.460 | +2.32% | 0.180 | +6.31% | -12.57% | 7,532.2 | Retail - Cyclical | |
SPDN |
Direxion Daily S&P 500 Bear 1X Shares
Direxion Daily S&P 500 Bear 1X Shares
| 1,017,329 | 11,790.8 | New Holding | 2.900 | +2.90% | 7.020 | -15.22% | -5.70% | 135.4 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 167,108 | 9,390.9 | -13.00% | 2.310 | -0.35% | 0.070 | +15.73% | +7.40% | 15,206.2 | ||
IVV | iShares Core S&P 500 ETF | 14,989 | 8,422.2 | +7.59% | 2.070 | +0.15% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
EOG | EOG Resources Inc | 60,434 | 7,750.1 | +0.25% | 1.910 | 0% | 0.010 | +7.38% | -1.62% | 64,228.2 | Oil & Gas | |
RWL | Invesco S&P 500 Revenue ETF | 80,370 | 7,474.5 | -14.07% | 1.840 | -0.30% | 0.150 | +11.19% | +6.96% | 5,798.3 | ||
PKW | Invesco BuyBack Achievers ETF | 69,638 | 7,262.4 | -13.53% | 1.790 | -0.29% | 0.660 | +19.85% | +9.67% | 1,370.8 |
Legacy Capital Wealth Partners, LLC's Historical Top Holdings Breakdowns
Legacy Capital Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPDN |
Direxion Daily S&P 500 Bear 1X Shares
Direxion Daily S&P 500 Bear 1X Shares
| 2025-03-31 | New Buy New Buy | +2.90% | 10.61 ($11.06) 11.83 | $10.18 | -7.96% | New holding | 1,017,329 | 1,017,329 | |
GAP | Gap Inc | 2025-03-31 | Add Add | +2.32% | 19.32 ($22.48) 24.9 | $20.19 | -10.19% | Add 202.3% | 683,271 | 457,246 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -1.41% | 69.57 ($74.78) 78.65 | $82.56 | 10.40% | Reduce -87.09% | 12,763 | -86,120 | |
SDS |
ProShares UltraShort S&P500 -2x Shares
ProShares UltraShort S&P500 -2x Shares
| 2025-03-31 | Sold Out Sold Out | -0.84% | 18.16 ($19.72) 22.43 | $16.25 | -17.60% | Sold Out | 0 | -171,555 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.59% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -29.69% | 42,046 | -17,752 | |
BXMX |
Nuveen S&P 500 Buy-Write Income Fund
Nuveen S&P 500 Buy-Write Income Fund
| 2025-03-31 | Sold Out Sold Out | -0.53% | 12.94 ($13.75) 14.29 | $13.94 | 1.38% | Sold Out | 0 | -152,261 | |
ACIO |
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
| 2025-03-31 | Add Add | +0.49% | 38.36 ($40.2) 41.43 | $41.59 | 3.46% | Add 440.45% | 62,735 | 51,127 | |
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 2025-03-31 | New Buy New Buy | +0.39% | 31.84 ($33.52) 34.63 | $35.95 | 7.25% | New holding | 49,660 | 49,660 | |
PNNT | Pennant Park Investment Corp | 2025-03-31 | Sold Out Sold Out | -0.39% | 6.78 ($7.1) 7.27 | $7.28 | 2.54% | Sold Out | 0 | -220,538 | |
CAVA | Cava Group Inc | 2025-03-31 | Sold Out Sold Out | -0.38% | 74.07 ($108.42) 142.9 | $87.34 | -19.44% | Sold Out | 0 | -13,658 |
Legacy Capital Wealth Partners, LLC Total Holding History ($B)
Legacy Capital Wealth Partners, LLC's Asset Allocation
Legacy Capital Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Legacy Capital Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Legacy Capital Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Capital Wealth Partners, LLC's Holdings Heat Map
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Legacy Capital Wealth Partners, LLC's Holdings Bubble Chart
Legacy Capital Wealth Partners, LLC News
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