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
XLU
Utilities Sector Spdr

ETFs
326
+ 7.58%
$74.7 - $80.27 $24.4K - $26.2K
4.63K $364K
SHW
Sherwin Williams CO

Basic Materials
84
+ 8.17%
$330.16 - $365.55 $27.7K - $30.7K
1.11K $388K
KLAC
Kla Corp

Technology
17
+ 3.33%
$636.62 - $777.63 $10.8K - $13.2K
528 $358K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.84K
+ 19.45%
$26.9 - $30.41 $49.5K - $56K
11.3K $306K
MKL
Markel Corp

Financial Services
1
+ 0.44%
$1660.14 - $2059.83 $1.66K - $2.06K
226 $422K
LYG
Lloyds Banking Group PLC

Financial Services
1.69K
+ 7.4%
$2.58 - $3.9 $4.35K - $6.57K
24.5K $93K
AGNC
Agnc Investment Corp.

Real Estate
2.08K
+ 7.97%
$9.12 - $10.54 $19K - $22K
28.2K $270K
SNA
Snap On Inc

Industrials
101
+ 6.63%
$324.09 - $358.62 $32.7K - $36.2K
1.63K $547K
SBUX
Starbucks Corp

Consumer Cyclical
72
+ 2.41%
$91.75 - $115.81 $6.61K - $8.34K
3.06K $299K
AMAT
Applied Materials Inc

Technology
481
+ 19.19%
$145.06 - $195.51 $69.8K - $94K
2.99K $433K
VO
Vanguard Mid Cap ETF

ETFs
241
+ 3.62%
$251.87 - $277.95 $60.7K - $67K
6.89K $1.78M
MCO
Moodys Corp

Financial Services
74
+ 6.4%
$437.8 - $527.48 $32.4K - $39K
1.23K $573K
BDX
Becton Dickinson & CO

Healthcare
87
+ 3.84%
$222.79 - $249.08 $19.4K - $21.7K
2.36K $539K
MUB
Ishares National Muni Bond ETF

ETFs
228
+ 10.54%
$104.71 - $107.69 $23.9K - $24.6K
2.39K $252K
VNQ
Vanguard Specialized Funds Van

ETFs
166
+ 3.64%
$85.55 - $94.34 $14.2K - $15.7K
4.72K $427K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.18%
$158.56 - $176.26 $1.59K - $1.76K
5.72K $974K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
524
+ 3.64%
$20.2 - $22.24 $10.6K - $11.7K
14.9K $321K
XLB
Select Sector Spdr Fd Material

ETFs
111
+ 3.04%
$83.19 - $90.99 $9.23K - $10.1K
3.76K $323K
FTLS
First Tr Long/Short Equity ETF

ETFs
607
+ 4.27%
$63.42 - $68.17 $38.5K - $41.4K
14.8K $949K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
190
+ 1.81%
$50.39 - $50.66 $9.57K - $9.63K
10.7K $540K
VCIT
Vanguard Intermediate Term Cor

ETFs
50
+ 0.81%
$79.17 - $82.04 $3.96K - $4.1K
6.22K $508K
LHX
L3 Harris Technologies, Inc.

Industrials
56
+ 4.15%
$194.65 - $222.86 $10.9K - $12.5K
1.4K $293K
CPRT
Copart Inc

Consumer Cyclical
247
+ 3.46%
$52.3 - $59.83 $12.9K - $14.8K
7.38K $417K
PULS
Pgim ETF Tr

ETFs
99
+ 1.22%
$49.56 - $49.78 $4.91K - $4.93K
8.21K $408K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.04%
$89.27 - $92.9 $89.3 - $92.9
2.4K $221K
HOMB
Home Bancshares Inc

Financial Services
125
+ 0.55%
$27.23 - $31.23 $3.4K - $3.9K
22.7K $641K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
162
+ 1.99%
$50.21 - $51.23 $8.13K - $8.3K
8.3K $418K
PR
Permian Resources Corporation

Energy
532
+ 4.47%
$12.33 - $16.0 $6.56K - $8.51K
12.4K $172K
Managed Portfolio Series
9.14K
New
N/A
9.14K $0
T Rowe Price ETF Inc
49.7K
New
N/A
49.7K $0
Arista Networks Inc
452
+ 7.11%
N/A
6.81K $0
Bank Montreal Que
1K
New
N/A
1K $0
Morgan Stanley Direct Lendin
74.8K
New
N/A
74.8K $0
Pgim ETF Tr
7.1K
New
N/A
7.1K $0
Lam Research Corp
346
+ 5.61%
N/A
6.51K $0
2023 ETF Series Trust Ii
55.6K
+ 276.84%
N/A
75.6K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
5.98K
+ 79.33%
N/A
13.5K $0
American Centy ETF Tr
10.7K
New
N/A
10.7K $0
Ea Series Trust
6.29K
+ 38.42%
N/A
22.7K $0
Pimco ETF Tr
30
+ 0.11%
N/A
26.8K $0
First Tr Exchng Traded Fd Vi
13.2K
New
N/A
13.2K $0
RNDV
First Tr Vi Us Equity Divid Se
25K
New
N/A
25K $0
First Tr Exchng Traded Fd Vi
15K
New
N/A
15K $0
Gsk PLC
5.78K
+ 35.91%
N/A
21.9K $0
GIGB
Goldman Sachs ETF Access Invt
5.43K
New
N/A
5.43K $0
T Rowe Price ETF Inc
21
+ 0.24%
N/A
8.88K $0
Victory Portfolios Ii
5.05K
+ 22.12%
N/A
27.9K $0
Pimco ETF Tr
11.4K
+ 44.91%
N/A
36.9K $0
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
189
+ 6.04%
$96.93 - $109.51 $18.3K - $20.7K
3.32K $325K
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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