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
GOOGL
Alphabet Inc.

Communication Services
139
+ 1.57%
$144.7 - $178.6 $20.1K - $24.8K
8.97K $1.58M
LFUS
Littelfuse Inc

Technology
942
New
$149.72 - $227.31 $141K - $214K
942 $213K
ITGR
Integer Holdings Corp

Healthcare
1.71K
New
$106.73 - $126.93 $183K - $217K
1.71K $210K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.02K
New
$37.24 - $41.76 $187K - $210K
5.02K $209K
MC
Moelis & CO

Financial Services
3.32K
New
$48.86 - $62.99 $162K - $209K
3.32K $206K
FCX
Freeport Mcmoran Inc

Basic Materials
4.64K
New
$29.15 - $44.46 $135K - $206K
4.64K $201K
CACI
Caci International Inc

Technology
445
New
N/A
445 $190K
AVUV
American Centy ETF Tr Avantis

ETFs
1.12K
+ 6.59%
$75.17 - $91.21 $84.4K - $102K
18.2K $1.65M
PWR
Quanta Services, Inc.

Industrials
65
+ 5.97%
$239.47 - $381.26 $15.6K - $24.8K
1.15K $436K
IWP
Ishares Russell Mid Cap Growth

ETFs
28
+ 0.39%
$104.34 - $138.68 $2.92K - $3.88K
7.17K $994K
SNPS
Synopsys Inc

Technology
57
+ 4.56%
$380.9 - $517.66 $21.7K - $29.5K
1.31K $670K
GLDM
World Gold Trust

ETFs
153
+ 0.47%
$58.96 - $67.97 $9.02K - $10.4K
32.9K $2.16M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
34.8K
New
N/A
34.8K $117K
EFG
Msci Eafe Growth ETF

ETFs
35
+ 0.4%
$89.8 - $112.0 $3.14K - $3.92K
8.88K $994K
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 8.38%
$908.13 - $1056.85 $57.2K - $66.6K
815 $806K
VTV
Vanguard Value ETF

ETFs
310
+ 3.82%
$153.67 - $176.74 $47.6K - $54.8K
8.42K $1.49M
CDNS
Cadence Design Systems Inc

Technology
64
+ 5.27%
$231.64 - $323.08 $14.8K - $20.7K
1.28K $393K
URI
United Rentals, Inc.

Industrials
34
+ 7.41%
$551.94 - $753.4 $18.8K - $25.6K
493 $371K
MCK
Mckesson Corp

Healthcare
46
+ 5.82%
$652.83 - $732.78 $30K - $33.7K
836 $612K
SBUX
Starbucks Corp

Consumer Cyclical
1.07K
+ 34.86%
$79.69 - $99.41 $84.9K - $106K
4.12K $377K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.41K
+ 4.06%
$51.14 - $57.0 $72K - $80.3K
36.1K $2.05M
ROST
Ross Stores, Inc.

Consumer Cyclical
554
+ 14.77%
$126.62 - $154.26 $70.1K - $85.5K
4.3K $549K
BAC
Bank Of America Corp

Financial Services
420
+ 4.8%
$34.39 - $47.46 $14.4K - $19.9K
9.17K $434K
T
At&T Inc.

Communication Services
1.78K
+ 6.83%
$26.33 - $28.94 $46.9K - $51.5K
27.9K $806K
GWW
W.W. Grainger, Inc.

Industrials
16
+ 1.65%
$919.93 - $1101.66 $14.7K - $17.6K
988 $1.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.26K
+ 3.69%
$29.0 - $30.68 $65.4K - $69.2K
63.5K $1.95M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
461
+ 7.72%
$45.98 - $56.15 $21.2K - $25.9K
6.43K $361K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
961
+ 14.61%
$39.59 - $44.69 $38K - $42.9K
7.54K $336K
BSX
Boston Scientific Corp

Healthcare
351
+ 10.4%
$89.7 - $107.41 $31.5K - $37.7K
3.73K $400K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 1.67%
$422.19 - $533.73 $7.18K - $9.07K
1.03K $550K
PNC
Pnc Financial Services Group, Inc.

Financial Services
102
+ 2.72%
$149.76 - $186.42 $15.3K - $19K
3.86K $719K
CDW
Cdw Corp

Technology
189
+ 13.83%
$144.49 - $190.68 $27.3K - $36K
1.56K $277K
CSL
Carlisle Companies Inc

Industrials
7
+ 0.43%
$317.1 - $408.5 $2.22K - $2.86K
1.62K $606K
VBK
Vanguard Small Cap Growth ETF

ETFs
31
+ 1.71%
$219.76 - $276.94 $6.81K - $8.59K
1.84K $510K
XLU
Utilities Sector Spdr

ETFs
499
+ 10.79%
$73.09 - $82.77 $36.5K - $41.3K
5.13K $418K
CASY
Caseys General Stores Inc

Consumer Cyclical
13
+ 2.38%
$415.82 - $510.91 $5.41K - $6.64K
560 $285K
CRM
Salesforce, Inc.

Technology
148
+ 10.16%
$236.26 - $291.15 $35K - $43.1K
1.6K $437K
VIG
Vanguard Dividend Appreciation

ETFs
251
+ 14.09%
N/A
2.03K $370K
PH
Parker Hannifin Corp

Industrials
5
+ 1.09%
$517.23 - $700.54 $2.59K - $3.5K
464 $324K
AVB
Avalonbay Communities Inc

Real Estate
292
+ 20.56%
$187.23 - $215.61 $54.7K - $63K
1.71K $348K
HIG
Hartford Financial Services Group, Inc.

Financial Services
204
+ 3.82%
$109.83 - $131.67 $22.4K - $26.9K
5.55K $703K
ANSS
Ansys Inc

Technology
8
+ 0.69%
$284.19 - $351.22 $2.27K - $2.81K
1.16K $408K
SF
Stifel Financial Corp

Financial Services
51
+ 1.32%
$76.49 - $103.78 $3.9K - $5.29K
3.91K $405K
CVS
Cvs Health Corp

Healthcare
537
+ 12.87%
$60.04 - $70.18 $32.2K - $37.7K
4.71K $324K
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 3.27%
$335.24 - $380.78 $37.5K - $42.6K
3.54K $1.3M
ABT
Abbott Laboratories

Healthcare
122
+ 2.04%
$123.95 - $138.08 $15.1K - $16.8K
6.11K $831K
MKL
Markel Corp

Financial Services
4
+ 1.77%
$1678.5 - $1997.36 $6.71K - $7.99K
230 $459K
SRE
Sempra Energy

Utilities
61
+ 0.85%
$63.78 - $78.91 $3.89K - $4.81K
7.28K $551K
ENB
Enbridge Inc

Energy
533
+ 4.3%
$41.09 - $47.16 $21.9K - $25.1K
12.9K $586K
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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