Legacy Capital Wealth Partners, LLC Purchases in Q1 2025

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1.08K
+ 74.14%
$198.1 - $229.79 $213K - $247K
2.53K $503K
PLD
Prologis, Inc.

Real Estate
1.44K
+ 49.35%
$103.59 - $124.04 $149K - $178K
4.34K $485K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 1.57%
$1187.71 - $1432.58 $11.9K - $14.3K
648 $928K
AOK
Ishares Tr Core Conservative A

ETFs
4.01K
+ 7.42%
$36.86 - $38.15 $148K - $153K
58.1K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 1.05%
$442.66 - $534.52 $9.3K - $11.2K
2.02K $1.08M
SNY
Sanofi

Healthcare
1.41K
+ 11.57%
$48.15 - $59.42 $67.7K - $83.5K
13.6K $752K
ABBV
Abb Vie Inc.

Healthcare
152
+ 3.66%
$169.2 - $216.66 $25.7K - $32.9K
4.3K $901K
GAIN
Gladstone Investment Corporation\De

Financial Services
11.2K
+ 11.84%
$12.65 - $13.97 $142K - $157K
106K $1.42M
AVLV
American Centy ETF Tr Avantis
2.68K
+ 28.9%
$63.51 - $70.42 $170K - $189K
11.9K $778K
SOXL
Direxion Daily Semiconductor B

ETFs
10K
New
$15.95 - $35.15 $160K - $352K
10K $159K
MBB
Ishares Tr

ETFs
1.52K
+ 23.29%
$90.37 - $94.08 $137K - $143K
8.02K $752K
VTV
Vanguard Value ETF

ETFs
754
+ 10.25%
$167.73 - $179.21 $126K - $135K
8.11K $1.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
104
+ 5.44%
$275.89 - $345.24 $28.7K - $35.9K
2.02K $695K
SNPS
Synopsys Inc

Technology
456
+ 57.43%
$428.58 - $551.54 $195K - $252K
1.25K $536K
VEA
Vanguard Ftse Developed Market

ETFs
2.23K
+ 19.2%
$47.4 - $52.99 $106K - $118K
13.9K $704K
PGR
Progressive Corp

Financial Services
202
+ 10.14%
$235.61 - $291.22 $47.6K - $58.8K
2.19K $620K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
976
+ 22.6%
$98.98 - $113.18 $96.6K - $110K
5.29K $599K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.28K
+ 52.38%
$95.85 - $99.25 $122K - $127K
3.71K $366K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.63K
+ 35.63%
$61.92 - $76.95 $101K - $126K
6.22K $466K
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.57K
+ 41.68%
$43.53 - $45.42 $112K - $117K
8.75K $395K
MCK
Mckesson Corp

Healthcare
72
+ 10.03%
$566.21 - $672.99 $40.8K - $48.5K
790 $531K
UL
Unilever PLC

Consumer Defensive
1.29K
+ 8.17%
$54.72 - $60.29 $70.4K - $77.5K
17K $1.01M
NOC
Northrop Grumman Corp

Industrials
172
+ 27.56%
$433.45 - $513.82 $74.6K - $88.4K
796 $407K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
62
+ 6.98%
$402.49 - $513.76 $25K - $31.9K
950 $460K
WPC
W. P. Carey Inc.

Real Estate
63
+ 0.56%
$53.5 - $65.05 $3.37K - $4.1K
11.3K $714K
HIG
Hartford Financial Services Group, Inc.

Financial Services
180
+ 3.49%
$106.31 - $123.73 $19.1K - $22.3K
5.34K $660K
WEST
Westrock Coffee Holdings, LLC
9.94K
+ 37.99%
$5.48 - $7.25 $54.5K - $72.1K
36.1K $260K
GL
Globe Life Inc.

Financial Services
36
+ 0.87%
$111.2 - $131.72 $4K - $4.74K
4.19K $552K
ABEV
Ambev S.A.

Consumer Defensive
33.9K
New
$1.77 - $2.37 $60.1K - $80.4K
33.9K $79K
GPC
Genuine Parts CO

Consumer Cyclical
530
+ 8.42%
$115.91 - $129.02 $61.4K - $68.4K
6.83K $813K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
868
+ 28.23%
N/A
3.94K $338K
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 8.2%
$890.62 - $1076.86 $50.8K - $61.4K
752 $711K
ROP
Roper Technologies Inc

Industrials
34
+ 4.53%
$502.71 - $593.81 $17.1K - $20.2K
784 $462K
AMT
American Tower Corp

Real Estate
99
+ 6.63%
$173.46 - $217.6 $17.2K - $21.5K
1.59K $346K
WEC
Wec Energy Group, Inc.

Utilities
295
+ 12.11%
$92.12 - $108.98 $27.2K - $32.1K
2.73K $297K
MRK
Merck & Co., Inc.

Healthcare
1.41K
+ 23.08%
$83.01 - $101.02 $117K - $142K
7.52K $674K
DEO
Diageo PLC

Consumer Defensive
1.12K
+ 48.7%
$104.79 - $126.12 $117K - $141K
3.42K $358K
BSX
Boston Scientific Corp

Healthcare
267
+ 8.59%
$89.38 - $106.18 $23.9K - $28.4K
3.37K $340K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2K
+ 13.96%
$102.49 - $119.96 $205K - $240K
16.4K $1.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
917
+ 1.75%
$50.87 - $51.09 $46.6K - $46.8K
53.2K $2.71M
PAYX
Paychex Inc

Industrials
6
+ 0.17%
$136.06 - $154.52 $816 - $927
3.63K $560K
XLE
Energy Sector Spdr

ETFs
17
+ 0.29%
$85.7 - $93.96 $1.46K - $1.6K
5.9K $551K
PSX
Phillips 66

Energy
156
+ 5.12%
$113.93 - $131.55 $17.8K - $20.5K
3.2K $395K
INTU
Intuit Inc

Technology
104
+ 9.06%
$555.63 - $630.23 $57.8K - $65.5K
1.25K $768K
SYK
Stryker Corp

Healthcare
97
+ 14.2%
$355.18 - $399.9 $34.5K - $38.8K
780 $290K
DUK
Duke Energy Corp

Utilities
119
+ 5.96%
$105.87 - $121.97 $12.6K - $14.5K
2.11K $257K
STZ
Constellation Brands, Inc.

Consumer Defensive
430
+ 42.7%
$161.05 - $222.93 $69.3K - $95.9K
1.44K $263K
ZTS
Zoetis Inc.

Healthcare
229
+ 15.73%
$156.48 - $175.67 $35.8K - $40.2K
1.69K $277K
VIG
Vanguard Dividend Appreciation

ETFs
221
+ 14.17%
N/A
1.78K $324K
Activity Summary
Buys All Purchases 179 New Holdings 40 Increased Positions 139 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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