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LEGACY CAPITAL WEALTH MANAGEMENT, LLC13F | |
LEGACY CAPITAL WEALTH MANAGEMENT, LLC | |
Last update 2025-06-04 | 51 Stocks (0 new) |
Value $101.00 Mil | Turnover 0 % |
LEGACY CAPITAL WEALTH MANAGEME... Top Holdings of 2024-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 24,522 | 14,371.9 | 0% | 14.270 | 0% | 0.000 | +23.21% | +6.35% | 637,270.1 | ||
QQQM | Invesco NASDAQ 100 ETF | 49,927 | 10,507.1 | 0% | 10.430 | 0% | 0.020 | +30.34% | +8.25% | 52,648.7 | ||
JAAA | Janus Henderson AAA CLO ETF | 145,500 | 7,378.3 | 0% | 7.330 | 0% | 0.040 | +2.76% | +2.45% | 21,685.8 | ||
COWZ | Pacer US Cash Cows 100 ETF | 120,661 | 6,814.9 | 0% | 6.770 | 0% | 0.030 | +15.52% | 0% | 21,030.9 | ||
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 142,965 | 4,177.4 | 0% | 4.150 | 0% | 0.080 | +25.79% | +10.25% | 6,204.7 | ||
AAPL | Apple Inc | 14,072 | 3,523.9 | 0% | 3.500 | 0% | 0.000 | +15.61% | -16.13% | 3,129,204.9 | Hardware | |
RCL | Royal Caribbean Group | 13,100 | 3,022.0 | 0% | 3.000 | 0% | 0.000 | +83.15% | +43.05% | 89,052.8 | Travel & Leisure | |
NVDA | NVIDIA Corp | 18,578 | 2,494.8 | 0% | 2.480 | 0% | 0.000 | +62.20% | +17.94% | 3,862,013.5 | Semiconductors | |
AMZN | Amazon.com Inc | 10,903 | 2,392.0 | 0% | 2.380 | 0% | 0.000 | +27.42% | +1.79% | 2,370,843.8 | Retail - Cyclical | |
AVGO | Broadcom Inc | 10,171 | 2,358.1 | 0% | 2.340 | 0% | 0.000 | +78.63% | +19.13% | 1,292,043.5 | Semiconductors |
LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
LEGACY CAPITAL WEALTH MANAGEMENT, LLC Total Holding History ($B)
LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Asset Allocation
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 % |
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LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Holdings Heat Map
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LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
LEGACY CAPITAL WEALTH MANAGEMENT, LLC News
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