Legacy Capital Wealth Partners, LLC Purchases in Q2 2025

Legacy Capital Wealth Partners, LLC

  • $445 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
29.8K
+ 1103.0%
$221.86 - $362.89 $6.6M - $10.8M
32.5K $10.3M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
123K
New
$46.04 - $53.67 $5.66M - $6.6M
123K $6.6M
WMT
Walmart Inc.

Consumer Defensive
10.5K
+ 2.04%
$81.79 - $99.98 $861K - $1.05M
526K $51.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
56.9K
+ 387.73%
$91.43 - $91.74 $5.21M - $5.22M
71.6K $6.57M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.4K
New
$29.12 - $35.84 $2.37M - $2.92M
81.4K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.1K
New
$152.93 - $181.74 $2.31M - $2.74M
15.1K $2.74M
DFAU
Dimensional ETF Tr

ETFs
62.8K
New
$34.04 - $42.36 $2.14M - $2.66M
62.8K $2.66M
MUB
Ishares National Muni Bond ETF

ETFs
19.8K
+ 826.27%
$102.31 - $105.8 $2.02M - $2.09M
22.1K $2.31M
DFAX
Dimensional ETF Tr
64.1K
New
$23.37 - $29.39 $1.5M - $1.88M
64.1K $1.88M
DMAR
First Tr Ex Tr Viii Cboe Vest
42K
New
$35.55 - $39.57 $1.49M - $1.66M
42K $1.66M
MSFT
Microsoft Corp

Technology
3
+ 0.03%
$354.56 - $497.45 $1.06K - $1.49K
9.02K $4.49M
SYM
Symbotic Inc.

Financial Services
4.06K
+ 8.27%
$17.5 - $38.85 $71.1K - $158K
53.2K $2.07M
DFAI
Dimensional ETF Tr

ETFs
30.7K
New
$28.02 - $34.71 $861K - $1.07M
30.7K $1.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.68K
New
$272.36 - $339.57 $730K - $910K
2.68K $910K
DFAT
Dimensional ETF Tr U S Target

ETFs
14.2K
New
$44.8 - $53.97 $637K - $768K
14.2K $767K
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 4.73%
$167.32 - $223.3 $142K - $190K
18.8K $4.13M
AVGO
Broadcom Inc.

Technology
423
+ 7.75%
$146.29 - $275.65 $61.9K - $117K
5.88K $1.62M
META
Meta Platforms, Inc.

Communication Services
85
+ 2.24%
$484.66 - $738.09 $41.2K - $62.7K
3.89K $2.87M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
25.8K
New
$25.77 - $27.23 $664K - $702K
25.8K $663K
DFAR
Dimensional ETF Tr Dimensional

ETFs
27.8K
New
$20.99 - $23.93 $583K - $664K
27.8K $651K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.28K
New
$166.82 - $194.23 $547K - $637K
3.28K $636K
PLTR
Palantir Technologies Inc.

Technology
1.77K
+ 26.37%
$74.01 - $144.25 $131K - $255K
8.48K $1.16M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.28K
New
$52.31 - $63.72 $433K - $528K
8.28K $527K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.3K
New
$23.4 - $29.68 $404K - $513K
17.3K $512K
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.41K
New
$53.65 - $67.02 $398K - $497K
7.41K $496K
IWF
Ishares Russell 1000 Gr ETF

ETFs
890
+ 98.23%
$320.42 - $424.58 $285K - $378K
1.8K $762K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.33K
New
$46.77 - $47.89 $389K - $399K
8.33K $394K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.07K
+ 29.09%
$94.78 - $95.97 $386K - $391K
18.1K $1.73M
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.5K
New
$23.2 - $29.84 $291K - $374K
12.5K $374K
HSY
Hershey CO

Consumer Defensive
2.19K
New
$151.29 - $173.13 $332K - $380K
2.19K $364K
LHX
L3 Harris Technologies, Inc.

Industrials
1.2K
+ 85.75%
$200.21 - $256.99 $241K - $309K
2.61K $654K
COF
Capital One Financial Corp

Financial Services
1.28K
+ 62.57%
$150.57 - $212.76 $193K - $273K
3.34K $709K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.03K
New
$47.09 - $48.01 $331K - $337K
7.03K $337K
PM
Philip Morris International Inc.

Consumer Defensive
390
+ 3.85%
$149.23 - $184.95 $58.2K - $72.1K
10.5K $1.92M
DFIP
Dimensional ETF Tr Inflation P

ETFs
7.1K
New
$41.11 - $42.42 $292K - $301K
7.1K $296K
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.1K
New
$22.27 - $29.21 $224K - $294K
10.1K $294K
ICLR
Icon PLC

Healthcare
2.3K
+ 149.97%
$126.62 - $168.7 $291K - $387K
3.83K $556K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.3K
New
$39.94 - $44.64 $252K - $281K
6.3K $281K
TCHP
T Rowe Price Exchange Traded F

Technology
2.25K
+ 9.6%
$34.07 - $45.35 $76.6K - $102K
25.7K $1.16M
STE
Steris PLC

Healthcare
1.14K
New
$208.55 - $252.55 $237K - $287K
1.14K $272K
MP
Mp Materials Corp.

Basic Materials
7.8K
New
$18.77 - $37.74 $146K - $295K
7.8K $259K
PSA
Public Storage

Real Estate
878
New
$266.31 - $309.77 $234K - $272K
878 $257K
TTD
Trade Desk, Inc.

Technology
3.58K
New
$45.27 - $79.4 $162K - $284K
3.58K $257K
NPO
Enpro Industries, Inc

Industrials
1.31K
New
$137.27 - $193.1 $180K - $253K
1.31K $250K
MS
Morgan Stanley

Financial Services
1.7K
New
$99.83 - $140.86 $169K - $239K
1.7K $239K
USB
Us Bancorp \De\

Financial Services
3.51K
+ 14.55%
$36.4 - $45.76 $128K - $161K
27.7K $1.25M
SPOT
Spotify Technology S.A.

Communication Services
296
New
$503.3 - $775.9 $149K - $230K
296 $227K
OZK
Bank Ozk

Financial Services
48
+ 0.08%
$37.58 - $47.34 $1.8K - $2.27K
61.8K $2.91M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.31K
New
$41.1 - $42.37 $218K - $225K
5.31K $224K
Activity Summary
Buys All Purchases 173 New Holdings 53 Increased Positions 120 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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