Legacy Capital Wealth Management, LLC Portfolio Holdings

Legacy Capital Wealth Management, LLC

  • $101 Billion
  • Q4 2024

Legacy Capital Wealth Management, LLC has filed its 13F form on June 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.4B, Invesco Exchange Traded Fd Tr with a value of $10.5B, Janus Detroit Str Tr Janus Hen with a value of $7.38B, Pacer Fds Tr Us Cash Cows 100 with a value of $6.81B, and Capital Group Global Growth Eq with a value of $4.18B.

Examining the 13F form we can see an increase of $101B in the current position value.

Legacy Capital Wealth Management, LLC is based out at The Woodlands, TX

Below you can find more details about Legacy Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $48.1 Billion
Technology: $16.1 Billion
Consumer Cyclical: $11.2 Billion
Industrials: $5.14 Billion
Healthcare: $5.05 Billion
Energy: $3.95 Billion
Communication Services: $3.86 Billion
Financial Services: $3.31 Billion
Other: $1.51 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date June 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 51 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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