Legacy Capital Wealth Partners, LLC Incresed Positions in Q1 2025

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GPS
Gap Inc

Consumer Cyclical
457K
+ 202.3%
N/A
683K $13.8M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 1.32%
$105.44 - $118.93 $286K - $323K
208K $24.7M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
51.1K
+ 440.45%
$38.36 - $41.43 $1.96M - $2.12M
62.7K $2.43M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.6K
+ 260.24%
$91.45 - $91.75 $970K - $973K
14.7K $1.35M
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 219.29%
$84.95 - $100.62 $994K - $1.18M
17K $1.48M
FTCS
First Trust Capital Strength E

ETFs
8.83K
+ 145.69%
$86.39 - $91.35 $763K - $807K
14.9K $1.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.09K
+ 35.7%
$74.85 - $84.89 $456K - $517K
23.2K $1.89M
VZ
Verizon Communications Inc

Communication Services
8.88K
+ 30.29%
$37.81 - $46.49 $336K - $413K
38.2K $1.73M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.46K
+ 46.8%
$94.87 - $96.11 $423K - $429K
14K $1.34M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.99K
+ 12.97%
$50.48 - $51.04 $403K - $408K
69.6K $3.53M
TGT
Target Corp

Consumer Defensive
3.94K
+ 235.81%
$103.65 - $142.5 $408K - $561K
5.61K $585K
GLDM
World Gold Trust

ETFs
201
+ 0.62%
$52.19 - $61.89 $10.5K - $12.4K
32.8K $2.03M
TCHP
T Rowe Price Exchange Traded F

Technology
9.66K
+ 70.25%
$37.86 - $44.2 $366K - $427K
23.4K $891K
CVX
Chevron Corp

Energy
251
+ 2.11%
$146.71 - $167.97 $36.8K - $42.2K
12.1K $2.03M
UPS
United Parcel Service Inc

Industrials
3.23K
+ 71.01%
$109.66 - $136.26 $354K - $440K
7.78K $855K
PLTR
Palantir Technologies Inc.

Technology
2.79K
+ 71.34%
$64.98 - $124.62 $181K - $348K
6.71K $566K
LLY
Eli Lilly & CO

Healthcare
259
+ 30.76%
$725.72 - $929.72 $188K - $241K
1.1K $909K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.43K
+ 88.46%
$168.16 - $186.21 $241K - $267K
3.05K $521K
COP
Conocophillips

Energy
2.01K
+ 91.16%
$88.6 - $105.85 $178K - $213K
4.22K $442K
IVV
Ishares Core S&P 500 ETF

ETFs
1.06K
+ 7.59%
$554.06 - $615.85 $586K - $652K
15K $8.42M
TTE
Total Energies Se

Energy
2.88K
+ 46.45%
N/A
9.08K $623K
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
GOLD
Barrick Gold Corp

Basic Materials
2.93K
+ 11.42%
$15.45 - $19.56 $45.3K - $57.3K
28.6K $556K
VTV
Vanguard Value ETF

ETFs
754
+ 10.25%
$167.73 - $179.21 $126K - $135K
8.11K $1.4M
MBB
Ishares Tr

ETFs
1.52K
+ 23.29%
$90.37 - $94.08 $137K - $143K
8.02K $752K
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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
976
+ 22.6%
$98.98 - $113.18 $96.6K - $110K
5.29K $599K
PGR
Progressive Corp

Financial Services
202
+ 10.14%
$235.61 - $291.22 $47.6K - $58.8K
2.19K $620K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.28K
+ 52.38%
$95.85 - $99.25 $122K - $127K
3.71K $366K
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.57K
+ 41.68%
$43.53 - $45.42 $112K - $117K
8.75K $395K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.63K
+ 35.63%
$61.92 - $76.95 $101K - $126K
6.22K $466K
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
WEST
Westrock Coffee Holdings, LLC
9.94K
+ 37.99%
$5.48 - $7.25 $54.5K - $72.1K
36.1K $260K
HIG
Hartford Financial Services Group, Inc.

Financial Services
180
+ 3.49%
$106.31 - $123.73 $19.1K - $22.3K
5.34K $660K
GL
Globe Life Inc.

Financial Services
36
+ 0.87%
$111.2 - $131.72 $4K - $4.74K
4.19K $552K
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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