Legacy Capital Wealth Partners, LLC Incresed Positions in Q3 2025

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
2.81K
+ 0.53%
$94.4 - $104.27 $265K - $293K
529K $54.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.5K
+ 28.56%
$91.44 - $91.77 $1.87M - $1.88M
92.1K $8.45M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
28.4K
+ 23.08%
$53.62 - $55.95 $1.52M - $1.59M
151K $8.47M
GOOGL
Alphabet Inc.

Communication Services
1.15K
+ 12.81%
$174.36 - $254.72 $200K - $293K
10.1K $2.46M
DFAU
Dimensional ETF Tr

ETFs
10.4K
+ 16.56%
$42.42 - $45.96 $441K - $478K
73.2K $3.35M
GLDM
World Gold Trust

ETFs
3.5K
+ 10.64%
$64.73 - $76.45 $227K - $268K
36.4K $2.78M
DFAX
Dimensional ETF Tr
14.9K
+ 23.22%
$29.25 - $31.56 $435K - $470K
79K $2.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.25K
+ 68.71%
$192.76 - $203.86 $434K - $459K
5.53K $1.13M
TJX
Tjx Companies Inc

Consumer Cyclical
2.64K
+ 50.98%
$121.35 - $144.54 $320K - $381K
7.82K $1.13M
MSFT
Microsoft Corp

Technology
535
+ 5.93%
$491.09 - $535.64 $263K - $287K
9.55K $4.95M
GOOG
Alphabet Inc.

Communication Services
558
+ 14.28%
$175.16 - $255.24 $97.7K - $142K
4.47K $1.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
862
+ 32.15%
$339.37 - $366.46 $293K - $316K
3.54K $1.29M
PH
Parker Hannifin Corp

Industrials
471
+ 101.51%
$697.13 - $769.67 $328K - $363K
935 $708K
AVGO
Broadcom Inc.

Technology
129
+ 2.19%
$264.74 - $369.57 $34.2K - $47.7K
6.01K $1.98M
HSY
Hershey CO

Consumer Defensive
1.68K
+ 76.48%
$161.95 - $193.45 $272K - $325K
3.87K $724K
ICLR
Icon PLC

Healthcare
1.37K
+ 35.72%
$139.63 - $195.01 $191K - $267K
5.19K $908K
INTC
Intel Corp

Technology
5.49K
+ 48.98%
$19.31 - $35.5 $106K - $195K
16.7K $559K
TMO
Thermo Fisher Scientific Inc.

Healthcare
431
+ 45.51%
$404.94 - $499.99 $175K - $215K
1.38K $668K
VO
Vanguard Mid Cap ETF

ETFs
596
+ 9.22%
$279.83 - $293.74 $167K - $175K
7.06K $2.07M
SNPS
Synopsys Inc

Technology
569
+ 43.53%
$387.78 - $645.35 $221K - $367K
1.88K $925K
VOT
Vanguard Mid Cap Growth Index

ETFs
799
+ 38.36%
$282.75 - $294.19 $226K - $235K
2.88K $846K
OZK
Bank Ozk

Financial Services
63
+ 0.1%
$47.4 - $53.14 $2.99K - $3.35K
61.8K $3.15M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
638
+ 6.4%
$89.32 - $107.82 $57K - $68.8K
10.6K $1.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
260
+ 8.23%
$224.68 - $282.71 $58.4K - $73.5K
3.42K $955K
ORCL
Oracle Corp

Technology
280
+ 11.82%
$218.96 - $328.33 $61.3K - $91.9K
2.65K $745K
HD
Home Depot, Inc.

Consumer Cyclical
222
+ 6.27%
$357.4 - $423.42 $79.3K - $94K
3.76K $1.52M
CVX
Chevron Corp

Energy
652
+ 6.38%
$145.57 - $161.83 $94.9K - $106K
10.9K $1.69M
DFAI
Dimensional ETF Tr

ETFs
4.56K
+ 14.85%
$34.05 - $36.55 $155K - $167K
35.3K $1.28M
JNJ
Johnson & Johnson

Healthcare
127
+ 2.24%
$155.17 - $185.42 $19.7K - $23.5K
5.8K $1.08M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.15K
+ 15.25%
$65.78 - $69.95 $141K - $150K
16.3K $1.14M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.38K
+ 16.71%
$53.36 - $59.69 $127K - $142K
16.6K $966K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.32K
+ 33.5%
$196.15 - $217.83 $258K - $287K
5.24K $1.06M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.57K
+ 13.62%
$74.93 - $80.73 $118K - $127K
13.1K $1.06M
AVUV
American Centy ETF Tr Avantis

ETFs
291
+ 1.6%
$90.37 - $102.12 $26.3K - $29.7K
18.4K $1.84M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.42K
+ 4.89%
$50.53 - $50.82 $173K - $174K
73.4K $3.73M
KLAC
Kla Corp

Technology
62
+ 11.09%
$843.9 - $1078.6 $52.3K - $66.9K
621 $669K
VEA
Vanguard Ftse Developed Market

ETFs
2.13K
+ 16.66%
$56.02 - $60.3 $119K - $129K
14.9K $894K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.5K
+ 9.33%
$26.38 - $27.95 $119K - $126K
52.7K $1.44M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.17K
+ 17.18%
$82.29 - $90.77 $96.3K - $106K
7.98K $722K
IEFA
Ishares Tr

ETFs
1.34K
+ 12.34%
$81.7 - $87.53 $109K - $117K
12.2K $1.06M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.55K
+ 20.89%
$67.01 - $72.84 $104K - $113K
8.96K $648K
URI
United Rentals, Inc.

Industrials
52
+ 10.55%
$774.14 - $975.23 $40.3K - $50.7K
545 $520K
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.63K
+ 20.28%
$22.9 - $24.1 $129K - $136K
33.4K $796K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
503
+ 50.3%
$366.54 - $479.53 $184K - $241K
1.5K $588K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.59K
+ 4.08%
$30.67 - $32.13 $79.4K - $83.2K
66.1K $2.09M
LMT
Lockheed Martin Corp

Industrials
183
+ 13.29%
$410.74 - $499.21 $75.2K - $91.4K
1.56K $778K
ASML
Asml Holding Nv

Technology
35
+ 6.02%
$689.63 - $968.09 $24.1K - $33.9K
616 $596K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.33K
+ 16.0%
$63.41 - $69.69 $84K - $92.3K
9.61K $657K
DEO
Diageo PLC

Consumer Defensive
1.49K
+ 50.73%
$93.64 - $115.33 $140K - $172K
4.43K $422K
Activity Summary
Buys All Purchases 196 New Holdings 28 Increased Positions 168 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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