LC

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

13F
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Last update 2025-06-04 51 Stocks (0 new)
Value $101.00 Mil Turnover 0 %
Countries:
LEGACY CAPITAL WEALTH MANAGEME... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
24,522
14,371.9
0%
14.270
0%
0.000
+23.21%
+6.35%
637,270.1
 
QQQM
Invesco NASDAQ 100 ETF
49,927
10,507.1
0%
10.430
0%
0.020
+30.34%
+8.25%
52,648.7
 
JAAA
Janus Henderson AAA CLO ETF
145,500
7,378.3
0%
7.330
0%
0.040
+2.76%
+2.45%
21,685.8
 
COWZ
Pacer US Cash Cows 100 ETF
120,661
6,814.9
0%
6.770
0%
0.030
+15.52%
0%
21,030.9
 
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
142,965
4,177.4
0%
4.150
0%
0.080
+25.79%
+10.25%
6,204.7
 
AAPL
Apple Inc
14,072
3,523.9
0%
3.500
0%
0.000
+15.61%
-16.13%
3,129,204.9
Hardware
RCL
Royal Caribbean Group
13,100
3,022.0
0%
3.000
0%
0.000
+83.15%
+43.05%
89,052.8
Travel & Leisure
NVDA
NVIDIA Corp
18,578
2,494.8
0%
2.480
0%
0.000
+62.20%
+17.94%
3,862,013.5
Semiconductors
AMZN
Amazon.com Inc
10,903
2,392.0
0%
2.380
0%
0.000
+27.42%
+1.79%
2,370,843.8
Retail - Cyclical
AVGO
Broadcom Inc
10,171
2,358.1
0%
2.340
0%
0.000
+78.63%
+19.13%
1,292,043.5
Semiconductors

LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

LEGACY CAPITAL WEALTH MANAGEMENT, LLC Total Holding History ($B)

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LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Asset Allocation

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LEGACY CAPITAL WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2024-12-31

LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Holdings Heat Map

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LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

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