Legacy Capital Wealth Partners, LLC Incresed Positions 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
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
MUB
Ishares National Muni Bond ETF

ETFs
19.8K
+ 826.27%
$102.31 - $105.8 $2.02M - $2.09M
22.1K $2.31M
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
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
PLTR
Palantir Technologies Inc.

Technology
1.77K
+ 26.37%
$74.01 - $144.25 $131K - $255K
8.48K $1.16M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.07K
+ 29.09%
$94.78 - $95.97 $386K - $391K
18.1K $1.73M
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
PM
Philip Morris International Inc.

Consumer Defensive
390
+ 3.85%
$149.23 - $184.95 $58.2K - $72.1K
10.5K $1.92M
ICLR
Icon PLC

Healthcare
2.3K
+ 149.97%
$126.62 - $168.7 $291K - $387K
3.83K $556K
TCHP
T Rowe Price Exchange Traded F

Technology
2.25K
+ 9.6%
$34.07 - $45.35 $76.6K - $102K
25.7K $1.16M
USB
Us Bancorp \De\

Financial Services
3.51K
+ 14.55%
$36.4 - $45.76 $128K - $161K
27.7K $1.25M
OZK
Bank Ozk

Financial Services
48
+ 0.08%
$37.58 - $47.34 $1.8K - $2.27K
61.8K $2.91M
GOOGL
Alphabet Inc.

Communication Services
139
+ 1.57%
$144.7 - $178.6 $20.1K - $24.8K
8.97K $1.58M
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
KLAC
Kla Corp

Technology
31
+ 5.87%
$576.53 - $902.94 $17.9K - $28K
559 $500K
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
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
ROST
Ross Stores, Inc.

Consumer Cyclical
554
+ 14.77%
$126.62 - $154.26 $70.1K - $85.5K
4.3K $549K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.41K
+ 4.06%
$51.14 - $57.0 $72K - $80.3K
36.1K $2.05M
T
At&T Inc.

Communication Services
1.78K
+ 6.83%
$26.33 - $28.94 $46.9K - $51.5K
27.9K $806K
BAC
Bank Of America Corp

Financial Services
420
+ 4.8%
$34.39 - $47.46 $14.4K - $19.9K
9.17K $434K
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
102
+ 2.72%
$149.76 - $186.42 $15.3K - $19K
3.86K $719K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 1.67%
$422.19 - $533.73 $7.18K - $9.07K
1.03K $550K
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
XLU
Utilities Sector Spdr

ETFs
499
+ 10.79%
$73.09 - $82.77 $36.5K - $41.3K
5.13K $418K
VBK
Vanguard Small Cap Growth ETF

ETFs
31
+ 1.71%
$219.76 - $276.94 $6.81K - $8.59K
1.84K $510K
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
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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