Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $154 Million
  • Q1 2024

Legacy Capital Wealth Partners, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $154 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Advanced Micro Devices Inc with a value of $8.78M, Alps ETF Tr Alerian Mlp ETF with a value of $8.44M, Eli Lilly & CO with a value of $6.58M, Southern CO with a value of $6.06M, and Duke Energy Corp with a value of $4.74M.

Examining the 13F form we can see an decrease of $192M in the current position value, from $346M to 154M.

Legacy Capital Wealth Partners, LLC is based out at Little Rock, AR

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

Portfolio value $154 Million
Utilities: $23.7 Million
Financial Services: $23.5 Million
Real Estate: $18 Million
Technology: $17.4 Million
Healthcare: $14.9 Million
ETFs: $14.9 Million
Industrials: $12 Million
Consumer Cyclical: $12 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$262B
$8.78 Million 5.72% of portfolio
48,656
Q1 2024 New
$0
$8.44 Million 5.5% of portfolio
177,838
Q1 2024 New
$860B
$6.58 Million 4.28% of portfolio
8,456
Q1 2024 Added 1,492.47%
$84.4B
$6.06 Million 3.95% of portfolio
84,477
Q1 2024 New
$77.2B
$4.74 Million 3.09% of portfolio
49,037
Q1 2024 New
$45.1B
$4.05 Million 2.64% of portfolio
47,025
Q1 2024 New
$50.5B
$4.01 Million 2.61% of portfolio
13,836
Q1 2024 Added 1,749.73%
$1.97T
$3.98 Million 2.59% of portfolio
22,072
Q1 2024 Added 40.62%
$16.5B
$3.64 Million 2.37% of portfolio
27,663
Q1 2024 New
$43B
$3.35 Million 2.18% of portfolio
15,742
Q1 2024 New
$306B
$3.27 Million 2.13% of portfolio
20,731
Q1 2024 Added 71.33%
$49.7B
$3.2 Million 2.08% of portfolio
20,442
Q1 2024 New
$0
$3.1 Million 2.02% of portfolio
28,850
Q1 2024 New
$67.1B
$3.03 Million 1.97% of portfolio
45,277
Q1 2024 Added 469.88%
$167B
$3.01 Million 1.96% of portfolio
10,578
Q1 2024 Added 243.55%
$177B
$2.94 Million 1.92% of portfolio
16,902
Q1 2024 Added 310.64%
$26.6B
$2.88 Million 1.87% of portfolio
22,411
Q1 2024 New
$62.8B
$2.63 Million 1.71% of portfolio
16,277
Q1 2024 Added 255.24%
$104B
$2.63 Million 1.71% of portfolio
20,231
Q1 2024 Added 1,222.29%
$31.7B
$2.59 Million 1.69% of portfolio
28,546
Q1 2024 New
$0
$2.58 Million 1.68% of portfolio
266,582
Q1 2024 New
$33.2B
$2.19 Million 1.43% of portfolio
34,897
Q1 2024 New
$30B
$2.13 Million 1.39% of portfolio
8,149
Q1 2024 Added 298.87%
$219B
$2.03 Million 1.32% of portfolio
12,421
Q1 2024 Added 567.44%
$38.4B
$1.89 Million 1.23% of portfolio
13,006
Q1 2024 New
$0
$1.88 Million 1.22% of portfolio
506,227
Q1 2024 New
$122B
$1.81 Million 1.18% of portfolio
3,971
Q1 2024 Added 168.86%
$43.7B
$1.82 Million 1.18% of portfolio
11,286
Q1 2024 New
$10.2B
$1.77 Million 1.15% of portfolio
94,527
Q1 2024 New
$593B
$1.7 Million 1.11% of portfolio
8,490
Q1 2024 Added 36.52%
$3.38T
$1.53 Million 1.0% of portfolio
8,922
Q1 2024 Reduced 63.22%
$1.66B
$1.52 Million 0.99% of portfolio
50,954
Q1 2024 New
$40.8B
$1.46 Million 0.95% of portfolio
29,710
Q1 2024 New
$18.4B
$1.43 Million 0.93% of portfolio
19,317
Q1 2024 New
$83.9B
$1.42 Million 0.93% of portfolio
2,649
Q1 2024 Added 368.02%
$26.2B
$1.36 Million 0.89% of portfolio
21,550
Q1 2024 New
$148B
$1.31 Million 0.85% of portfolio
13,447
Q1 2024 Added 204.58%
$0
$1.25 Million 0.81% of portfolio
96,512
Q1 2024 New
$0
$1.21 Million 0.79% of portfolio
183,772
Q1 2024 New
$9.98B
$1.17 Million 0.76% of portfolio
36,002
Q1 2024 New
$0
$1.14 Million 0.74% of portfolio
48,296
Q1 2024 New
$3.35B
$1.11 Million 0.72% of portfolio
8,120
Q1 2024 New
$8.59B
$1.06 Million 0.69% of portfolio
5,312
Q1 2024 New
$5.32B
$1.05 Million 0.68% of portfolio
3,992
Q1 2024 New
$9B
$1.02 Million 0.66% of portfolio
7,105
Q1 2024 New
$0
$952,000 0.62% of portfolio
23,112
Q1 2024 Reduced 50.03%
$27.2B
$953,000 0.62% of portfolio
53,780
Q1 2024 New
$86.5B
$926,000 0.6% of portfolio
4,600
Q1 2024 New
$78.5B
$885,000 0.58% of portfolio
3,508
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $154 Million
  • Prior Value $346 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 74 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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