Legacy Capital Wealth Partners, LLC Incresed Positions in Q3 2024

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
124K
+ 404.98%
$517.38 - $573.86 $64.4M - $71.4M
155K $89M
XOM
Exxon Mobil Corp

Energy
205K
+ 2107.21%
$109.72 - $119.0 $22.5M - $24.4M
215K $25.2M
NVDA
Nvidia Corp

Technology
74.2K
+ 128.23%
$98.91 - $134.91 $7.34M - $10M
132K $16M
WMT
Walmart Inc.

Consumer Defensive
22.4K
+ 4.74%
$66.91 - $81.4 $1.5M - $1.82M
495K $39.9M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
199K
+ 146.54%
$20.63 - $25.65 $4.11M - $5.11M
335K $6.91M
RDVY
First Trust Rising Dividend Ac

ETFs
48.3K
+ 24.81%
$53.68 - $59.24 $2.59M - $2.86M
243K $14.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
19.9K
+ 255.49%
$162.83 - $179.16 $3.24M - $3.56M
27.7K $4.96M
PKW
Invesco Exchange Traded Fd Tr

ETFs
21.5K
+ 27.36%
$102.34 - $114.52 $2.21M - $2.47M
100K $11.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
59.7K
+ 99.21%
$50.52 - $50.95 $3.02M - $3.04M
120K $6.1M
RWL
Invesco Exchange Traded Fd Tr

ETFs
24.8K
+ 27.67%
$90.36 - $98.07 $2.24M - $2.43M
114K $11.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
36.8K
+ 98.15%
$54.98 - $59.51 $2.02M - $2.19M
74.3K $4.42M
META
Meta Platforms, Inc.

Communication Services
3.03K
+ 89.48%
$453.41 - $572.44 $1.37M - $1.73M
6.41K $3.67M
YMAR
First Tr Ex Tr Viii Cboe Vest
69.8K
+ 35.8%
$22.76 - $24.37 $1.59M - $1.7M
265K $6.42M
MLPX
Global X Mlp & Energy Infrastr

ETFs
31.7K
+ 93.84%
$50.37 - $55.21 $1.6M - $1.75M
65.5K $3.57M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.4K
+ 120.07%
$60.84 - $67.51 $1.48M - $1.64M
44.7K $3.01M
VZ
Verizon Communications Inc

Communication Services
35.5K
+ 112.36%
$38.89 - $45.0 $1.38M - $1.6M
67.2K $3.02M
V
Visa Inc.

Financial Services
5.79K
+ 95.13%
$253.74 - $291.56 $1.47M - $1.69M
11.9K $3.26M
MAIN
Main Street Capital Corp

Financial Services
33.5K
+ 93.92%
$47.05 - $52.25 $1.57M - $1.75M
69.1K $3.46M
JPM
Jpmorgan Chase & CO

Financial Services
7.28K
+ 99.13%
$194.9 - $224.8 $1.42M - $1.64M
14.6K $3.08M
JBHT
Hunt J B Transport Services Inc

Industrials
187
+ 0.15%
$155.54 - $176.97 $29.1K - $33.1K
124K $21.3M
BXSL
Blackstone Secured Lending Fund

Financial Services
54.2K
+ 95.96%
$28.75 - $31.59 $1.56M - $1.71M
111K $3.24M
GBDC
Golub Capital Bdc, Inc.

Financial Services
101K
+ 99.6%
$14.36 - $16.0 $1.46M - $1.62M
203K $3.07M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
71.8K
+ 98.63%
$19.97 - $21.86 $1.43M - $1.57M
145K $2.97M
ORCC
Owl Rock Capital Corp

Financial Services
103K
+ 96.83%
N/A
210K $2.81M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.7K
+ 101.17%
$57.22 - $80.08 $667K - $934K
23.2K $1.81M
MA
Mastercard Inc

Financial Services
1.99K
+ 81.26%
$429.6 - $500.99 $855K - $997K
4.44K $2.19M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
917
+ 348.67%
$1015.62 - $1159.62 $931K - $1.06M
1.18K $1.36M
SPGI
S&P Global Inc.

Financial Services
1.65K
+ 86.0%
$446.32 - $527.38 $738K - $872K
3.58K $1.85M
TPL
Texas Pacific Land Corp

Energy
934
+ 85.61%
$724.86 - $952.13 $677K - $889K
2.03K $1.79M
AVGO
Broadcom Inc.

Technology
10.4K
+ 1800.52%
$136.27 - $1745.86 $1.42M - $18.2M
11K $1.9M
TFC
Truist Financial Corp

Financial Services
20.3K
+ 93.78%
$38.22 - $44.94 $777K - $913K
42K $1.79M
CB
Chubb LTD

Financial Services
2.82K
+ 88.48%
$252.51 - $292.2 $712K - $824K
6.01K $1.73M
GLD
Spdr Gold Trust

ETFs
3.31K
+ 98.04%
$215.56 - $246.98 $713K - $817K
6.68K $1.62M
MRK
Merck & Co., Inc.

Healthcare
8.39K
+ 103.9%
$111.15 - $128.97 $932K - $1.08M
16.5K $1.87M
SNY
Sanofi

Healthcare
12.9K
+ 114.21%
$48.54 - $58.53 $628K - $757K
24.3K $1.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.74K
+ 279.25%
$105.53 - $118.34 $712K - $798K
9.16K $1.07M
CSCO
Cisco Systems, Inc.

Technology
13.6K
+ 105.25%
$44.74 - $53.22 $607K - $722K
26.5K $1.41M
TSLA
Tesla, Inc.

Consumer Cyclical
2.36K
+ 93.64%
$191.76 - $263.26 $452K - $620K
4.87K $1.27M
BR
Broadridge Financial Solutions, Inc.

Technology
3.22K
+ 82.65%
$196.56 - $218.55 $632K - $703K
7.11K $1.53M
NFLX
Netflix Inc

Communication Services
997
+ 95.5%
$598.55 - $722.26 $597K - $720K
2.04K $1.45M
NEE
Nextera Energy Inc

Utilities
7.23K
+ 86.73%
$69.9 - $84.97 $506K - $615K
15.6K $1.32M
AAPL
Apple Inc.

Technology
453
+ 1.75%
$207.23 - $234.82 $93.9K - $106K
26.3K $6.14M
JLL
Jones Lang Lasalle Inc

Real Estate
1.88K
+ 77.32%
$198.7 - $272.0 $373K - $510K
4.3K $1.16M
ORCL
Oracle Corp

Technology
3.12K
+ 79.71%
$125.9 - $170.35 $392K - $531K
7.02K $1.2M
FNF
Fidelity National Financial, Inc.

Financial Services
8.02K
+ 76.95%
$48.08 - $62.04 $385K - $497K
18.4K $1.14M
CHE
Chemed Corp

Healthcare
925
+ 87.76%
$527.82 - $600.97 $488K - $556K
1.98K $1.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.53K
+ 90.01%
$100.3 - $100.74 $555K - $557K
11.7K $1.18M
COST
Costco Wholesale Corp

Consumer Defensive
575
+ 99.14%
$801.83 - $917.05 $461K - $527K
1.16K $1.02M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
6.87K
+ 80.63%
$63.28 - $70.06 $435K - $481K
15.4K $1.08M
Activity Summary
Buys All Purchases 242 New Holdings 80 Increased Positions 162 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email