Legacy Capital Wealth Partners, LLC Purchases in Q3 2025

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
2.81K
+ 0.53%
$94.4 - $104.27 $265K - $293K
529K $54.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.5K
+ 28.56%
$91.44 - $91.77 $1.87M - $1.88M
92.1K $8.45M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
28.4K
+ 23.08%
$53.62 - $55.95 $1.52M - $1.59M
151K $8.47M
GOOGL
Alphabet Inc.

Communication Services
1.15K
+ 12.81%
$174.36 - $254.72 $200K - $293K
10.1K $2.46M
DFAU
Dimensional ETF Tr

ETFs
10.4K
+ 16.56%
$42.42 - $45.96 $441K - $478K
73.2K $3.35M
GLDM
World Gold Trust

ETFs
3.5K
+ 10.64%
$64.73 - $76.45 $227K - $268K
36.4K $2.78M
DFAX
Dimensional ETF Tr
14.9K
+ 23.22%
$29.25 - $31.56 $435K - $470K
79K $2.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.25K
+ 68.71%
$192.76 - $203.86 $434K - $459K
5.53K $1.13M
TJX
Tjx Companies Inc

Consumer Cyclical
2.64K
+ 50.98%
$121.35 - $144.54 $320K - $381K
7.82K $1.13M
APH
Amphenol Corp

Technology
3.75K
New
$97.39 - $125.4 $365K - $470K
3.75K $463K
TT
Trane Technologies PLC

Industrials
1.06K
New
$398.96 - $472.54 $424K - $502K
1.06K $448K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.49K
+ 6.75%
$36.04 - $38.78 $198K - $213K
86.9K $3.35M
PEAK
Healthpeak Properties, Inc.

Real Estate
22.5K
New
N/A
22.5K $427K
GOOG
Alphabet Inc.

Communication Services
558
+ 14.28%
$175.16 - $255.24 $97.7K - $142K
4.47K $1.09M
PH
Parker Hannifin Corp

Industrials
471
+ 101.51%
$697.13 - $769.67 $328K - $363K
935 $708K
IWB
Ishares Tr Russell 1000 ETF

ETFs
862
+ 32.15%
$339.37 - $366.46 $293K - $316K
3.54K $1.29M
VUG
Vanguard Growth ETF

ETFs
778
New
$433.97 - $484.08 $338K - $377K
778 $373K
AVGO
Broadcom Inc.

Technology
129
+ 2.19%
$264.74 - $369.57 $34.2K - $47.7K
6.01K $1.98M
HSY
Hershey CO

Consumer Defensive
1.68K
+ 76.48%
$161.95 - $193.45 $272K - $325K
3.87K $724K
ICLR
Icon PLC

Healthcare
1.37K
+ 35.72%
$139.63 - $195.01 $191K - $267K
5.19K $908K
HYG
Ishares Tr

ETFs
4.23K
New
$79.85 - $81.32 $338K - $344K
4.23K $343K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.7K
New
$42.35 - $44.2 $326K - $340K
7.7K $340K
INTC
Intel Corp

Technology
5.49K
+ 48.98%
$19.31 - $35.5 $106K - $195K
16.7K $559K
CME
Cme Group Inc.

Financial Services
1.12K
New
$258.83 - $287.1 $289K - $320K
1.12K $301K
TMO
Thermo Fisher Scientific Inc.

Healthcare
431
+ 45.51%
$404.94 - $499.99 $175K - $215K
1.38K $668K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.5K
New
$107.66 - $112.36 $269K - $281K
2.5K $278K
VO
Vanguard Mid Cap ETF

ETFs
596
+ 9.22%
$279.83 - $293.74 $167K - $175K
7.06K $2.07M
SNPS
Synopsys Inc

Technology
569
+ 43.53%
$387.78 - $645.35 $221K - $367K
1.88K $925K
VOT
Vanguard Mid Cap Growth Index

ETFs
799
+ 38.36%
$282.75 - $294.19 $226K - $235K
2.88K $846K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
638
+ 6.4%
$89.32 - $107.82 $57K - $68.8K
10.6K $1.14M
OZK
Bank Ozk

Financial Services
63
+ 0.1%
$47.4 - $53.14 $2.99K - $3.35K
61.8K $3.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 8.23%
$224.68 - $282.71 $58.4K - $73.5K
3.42K $955K
PTC
Ptc Inc.

Technology
1.13K
New
$173.07 - $216.53 $196K - $245K
1.13K $229K
ORCL
Oracle Corp

Technology
280
+ 11.82%
$218.96 - $328.33 $61.3K - $91.9K
2.65K $745K
HD
Home Depot, Inc.

Consumer Cyclical
222
+ 6.27%
$357.4 - $423.42 $79.3K - $94K
3.76K $1.52M
CVX
Chevron Corp

Energy
652
+ 6.38%
$145.57 - $161.83 $94.9K - $106K
10.9K $1.69M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.83K
New
$118.3 - $142.16 $217K - $260K
1.83K $222K
DFAI
Dimensional ETF Tr

ETFs
4.56K
+ 14.85%
$34.05 - $36.55 $155K - $167K
35.3K $1.28M
AUB
Atlantic Union Bankshares Corp

Financial Services
6.23K
New
$31.23 - $36.56 $194K - $228K
6.23K $219K
GPN
Global Payments Inc

Industrials
2.55K
New
$77.61 - $90.01 $198K - $229K
2.55K $211K
JNJ
Johnson & Johnson

Healthcare
127
+ 2.24%
$155.17 - $185.42 $19.7K - $23.5K
5.8K $1.08M
HOOD
Robinhood Markets, Inc.

Technology
1.42K
New
$91.27 - $143.18 $130K - $203K
1.42K $203K
ICFI
Icf International, Inc.

Industrials
2.19K
New
$82.78 - $100.58 $181K - $220K
2.19K $203K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.15K
+ 15.25%
$65.78 - $69.95 $141K - $150K
16.3K $1.14M
DTE
Dte Energy CO

Utilities
1.43K
New
$130.26 - $141.49 $187K - $203K
1.43K $202K
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.18K
New
$26.46 - $28.43 $190K - $204K
7.18K $200K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.38K
+ 16.71%
$53.36 - $59.69 $127K - $142K
16.6K $966K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.32K
+ 33.5%
$196.15 - $217.83 $258K - $287K
5.24K $1.06M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.57K
+ 13.62%
$74.93 - $80.73 $118K - $127K
13.1K $1.06M
Activity Summary
Buys All Purchases 196 New Holdings 28 Increased Positions 168 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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