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
UL
Unilever PLC

Consumer Defensive
136
+ 0.8%
$57.9 - $65.43 $7.87K - $8.9K
17.2K $1.05M
AMT
American Tower Corp

Real Estate
138
+ 8.67%
$203.96 - $228.19 $28.1K - $31.5K
1.73K $382K
AGNC
Agnc Investment Corp.

Real Estate
4.99K
+ 17.7%
$8.12 - $9.49 $40.6K - $47.4K
33.2K $305K
AZO
Autozone Inc

Consumer Cyclical
11
+ 9.65%
$3478.38 - $3880.15 $38.3K - $42.7K
125 $464K
TXN
Texas Instruments Inc

Technology
148
+ 3.87%
N/A
3.97K $773K
LMT
Lockheed Martin Corp

Industrials
8
+ 0.58%
$430.82 - $486.45 $3.45K - $3.89K
1.38K $637K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
525
+ 0.99%
$50.1 - $51.02 $26.3K - $26.8K
53.7K $2.74M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
355
+ 0.51%
$49.79 - $50.75 $17.7K - $18K
70K $3.55M
XLB
Select Sector Spdr Fd Material

ETFs
158
+ 4.2%
$74.27 - $88.92 $11.7K - $14K
3.92K $343K
VNQ
Vanguard Specialized Funds Van

ETFs
300
+ 6.35%
$79.79 - $91.42 $23.9K - $27.4K
5.02K $447K
PSX
Phillips 66

Energy
232
+ 7.25%
$92.87 - $125.73 $21.5K - $29.2K
3.43K $409K
JHMB
John Hancock Exchange Traded

ETFs
606
+ 3.39%
$21.45 - $22.26 $13K - $13.5K
18.5K $404K
AOS
Smith A O Corp

Industrials
171
+ 4.5%
$59.63 - $70.52 $10.2K - $12.1K
3.97K $260K
MET
Metlife Inc

Financial Services
137
+ 3.25%
$68.42 - $82.49 $9.37K - $11.3K
4.36K $350K
LEN
Lennar Corp

Consumer Cyclical
185
+ 7.47%
$102.76 - $115.66 $19K - $21.4K
2.66K $294K
WDAY
Workday, Inc.

Technology
17
+ 1.77%
$210.47 - $274.71 $3.58K - $4.67K
978 $234K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
32
+ 1.95%
$105.8 - $131.55 $3.39K - $4.21K
1.68K $215K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.17%
$119.13 - $135.03 $1.07K - $1.22K
5.18K $639K
HLN
Haleon PLC

Healthcare
638
+ 2.08%
$9.27 - $11.41 $5.91K - $7.28K
31.3K $324K
HOMB
Home Bancshares Inc

Financial Services
132
+ 0.58%
$25.05 - $29.62 $3.31K - $3.91K
22.8K $649K
WM
Waste Management Inc

Industrials
54
+ 2.82%
$216.47 - $242.1 $11.7K - $13.1K
1.97K $450K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
62
+ 2.4%
$77.94 - $79.5 $4.83K - $4.93K
2.64K $210K
ODFL
Old Dominion Freight Line, Inc.

Industrials
71
+ 4.43%
$146.74 - $176.07 $10.4K - $12.5K
1.67K $271K
FAST
Fastenal CO

Industrials
5.36K
+ 86.55%
$40.65 - $83.16 $218K - $445K
11.5K $484K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
21
+ 0.57%
$96.84 - $99.46 $2.03K - $2.09K
3.73K $370K
IDA
Idacorp Inc

Utilities
48
+ 2.33%
$111.01 - $119.72 $5.33K - $5.75K
2.11K $243K
BURL
Burlington Stores, Inc.

Consumer Cyclical
28
+ 2.64%
$215.78 - $270.12 $6.04K - $7.56K
1.09K $253K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
196
+ 1.38%
$48.13 - $49.85 $9.43K - $9.77K
14.4K $707K
DUK
Duke Energy Corp

Utilities
73
+ 3.45%
$112.46 - $124.05 $8.21K - $9.06K
2.19K $258K
First Tr Exchng Traded Fd Vi
14K
New
N/A
14K $0
Alps ETF Tr
1.44K
+ 4.3%
N/A
34.9K $0
CARY
Angel Oak Fds Tr Income Etf(De
15.2K
New
N/A
15.2K $0
2023 ETF Series Trust Ii
10.1K
+ 13.36%
N/A
85.7K $0
Super Micro Computer Inc
4.54K
New
N/A
4.54K $0
Tortoise Capital Series Trus
65.1K
New
N/A
65.1K $0
Te Connectivity PLC
1.58K
New
N/A
1.58K $0
First Tr Exchng Traded Fd Vi
12.3K
New
N/A
12.3K $0
Tortoise Capital Series Trus
5.64K
New
N/A
5.64K $0
Blackrock Inc
12
+ 2.46%
N/A
499 $0
Barrick Mng Corp
20.4K
New
N/A
20.4K $0
Cava Group Inc
12.1K
New
N/A
12.1K $0
Pimco ETF Tr
31
+ 0.12%
N/A
26.9K $0
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.04%
$89.87 - $92.93 $89.9 - $92.9
2.4K $221K
Ishares Bitcoin Trust ETF
3.82K
New
N/A
3.82K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
29.2K
New
N/A
29.2K $0
HEIA
Heico Crp Cl A
4
+ 0.24%
N/A
1.65K $0
Lam Research Corp
131
+ 2.01%
N/A
6.64K $0
Rocket Lab Corp
14.2K
New
N/A
14.2K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
10.2K
New
N/A
10.2K $0
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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