Legacy Capital Wealth Partners, LLC Incresed Positions in Q4 2024

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
15.4K
+ 3.11%
$79.1 - $95.7 $1.22M - $1.47M
510K $46.1M
VTV
Vanguard Value ETF

ETFs
4.66K
+ 172.48%
$168.32 - $181.87 $784K - $847K
7.36K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.19K
+ 56.68%
$113.92 - $127.38 $591K - $661K
14.4K $1.65M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.3K
+ 27.95%
$69.3 - $74.3 $298K - $319K
19.7K $1.41M
GPC
Genuine Parts CO

Consumer Cyclical
3.35K
+ 113.67%
$113.11 - $143.63 $379K - $481K
6.3K $735K
GOOGL
Alphabet Inc.

Communication Services
393
+ 4.73%
$161.86 - $196.66 $63.6K - $77.3K
8.7K $1.65M
VO
Vanguard Mid Cap ETF

ETFs
907
+ 15.79%
$261.5 - $284.63 $237K - $258K
6.65K $1.76M
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
+ 19.23%
$118.38 - $133.06 $209K - $235K
10.9K $1.32M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
4.67K
+ 67.21%
$39.5 - $41.38 $184K - $193K
11.6K $467K
WFC
Wells Fargo & Company

Financial Services
15
+ 0.12%
$54.98 - $77.35 $825 - $1.16K
12.6K $884K
INTU
Intuit Inc

Technology
234
+ 25.6%
$602.01 - $706.25 $141K - $165K
1.15K $721K
GOOG
Alphabet Inc.

Communication Services
267
+ 7.97%
$163.08 - $198.16 $43.5K - $52.9K
3.62K $689K
CPRT
Copart Inc

Consumer Cyclical
1.65K
+ 30.06%
$51.36 - $63.8 $84.7K - $105K
7.14K $409K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.75K
+ 44.98%
$55.73 - $66.16 $97.4K - $116K
5.63K $339K
BAX
Baxter International Inc

Healthcare
6.61K
+ 75.16%
$28.63 - $37.84 $189K - $250K
15.4K $448K
CDNS
Cadence Design Systems Inc

Technology
285
+ 31.81%
$249.1 - $324.54 $71K - $92.5K
1.18K $354K
DFS
Discover Financial Services

Financial Services
112
+ 4.47%
$136.3 - $182.67 $15.3K - $20.5K
2.62K $453K
TCHP
T Rowe Price Exchange Traded F

Technology
1.69K
+ 14.0%
$39.17 - $43.9 $66.2K - $74.1K
13.8K $579K
PGR
Progressive Corp

Financial Services
507
+ 34.14%
$239.6 - $268.88 $121K - $136K
1.99K $477K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.21K
+ 18.49%
$49.79 - $51.14 $110K - $113K
14.2K $709K
SNA
Snap On Inc

Industrials
56
+ 3.81%
$285.44 - $371.35 $16K - $20.8K
1.52K $517K
MET
Metlife Inc

Financial Services
1.14K
+ 35.26%
$78.15 - $88.25 $88.9K - $100K
4.36K $357K
VNQ
Vanguard Specialized Funds Van

ETFs
1.26K
+ 38.32%
$87.85 - $98.6 $111K - $124K
4.56K $405K
SAP
Sap Se

Technology
176
+ 7.56%
$218.13 - $255.54 $38.4K - $45K
2.5K $616K
SNPS
Synopsys Inc

Technology
193
+ 32.11%
$485.36 - $588.0 $93.7K - $113K
794 $385K
UL
Unilever PLC

Consumer Defensive
3.24K
+ 25.96%
$56.7 - $64.64 $184K - $210K
15.7K $892K
PG
Procter & Gamble CO

Consumer Defensive
646
+ 12.77%
$161.05 - $179.7 $104K - $116K
5.71K $956K
MSFT
Microsoft Corp

Technology
354
+ 4.09%
$406.35 - $454.46 $144K - $161K
9.01K $3.8M
SF
Stifel Financial Corp

Financial Services
190
+ 5.07%
$93.4 - $117.72 $17.7K - $22.4K
3.94K $417K
KLAC
Kla Corp

Technology
180
+ 54.38%
$614.46 - $829.55 $111K - $149K
511 $321K
URI
United Rentals, Inc.

Industrials
135
+ 46.55%
$704.44 - $880.32 $95.1K - $119K
425 $299K
HIG
Hartford Financial Services Group, Inc.

Financial Services
876
+ 20.44%
$107.06 - $123.74 $93.8K - $108K
5.16K $564K
ODFL
Old Dominion Freight Line, Inc.

Industrials
460
+ 41.97%
$176.4 - $231.84 $81.1K - $107K
1.56K $274K
NOC
Northrop Grumman Corp

Industrials
175
+ 38.98%
$466.52 - $543.88 $81.6K - $95.2K
624 $292K
BAC
Bank Of America Corp

Financial Services
378
+ 4.43%
$39.22 - $47.77 $14.8K - $18.1K
8.91K $391K
TXN
Texas Instruments Inc

Technology
260
+ 6.6%
N/A
4.2K $817K
WPC
W. P. Carey Inc.

Real Estate
2.16K
+ 23.66%
$53.44 - $61.33 $115K - $132K
11.3K $613K
PAYX
Paychex Inc

Industrials
176
+ 5.1%
$135.86 - $148.73 $23.9K - $26.2K
3.63K $508K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
94
+ 3.43%
$87.56 - $119.8 $8.23K - $11.3K
2.83K $310K
MKL
Markel Corp

Financial Services
5
+ 2.27%
$1542.01 - $1785.11 $7.71K - $8.93K
225 $388K
EXLS
Exl Service Holdings, Inc.

Technology
182
+ 3.39%
$38.1 - $47.02 $6.93K - $8.56K
5.55K $246K
TMUS
T Mobile Us, Inc.

Communication Services
40
+ 1.71%
$206.1 - $246.94 $8.24K - $9.88K
2.39K $526K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
288
+ 10.13%
$100.18 - $109.1 $28.9K - $31.4K
3.13K $328K
OXY
Occidental Petroleum Corp

Energy
1K
+ 24.27%
$45.36 - $55.91 $45.4K - $55.9K
5.12K $252K
IWM
Ishares Russell 2000 ETF

ETFs
170
+ 13.28%
$216.13 - $242.4 $36.7K - $41.2K
1.45K $320K
GLDM
World Gold Trust

ETFs
802
+ 2.52%
$50.76 - $55.23 $40.7K - $44.3K
32.6K $1.69M
HD
Home Depot, Inc.

Consumer Cyclical
224
+ 6.91%
$385.02 - $431.37 $86.2K - $96.6K
3.47K $1.35M
BURL
Burlington Stores, Inc.

Consumer Cyclical
42
+ 4.16%
$242.7 - $295.49 $10.2K - $12.4K
1.05K $299K
HOMB
Home Bancshares Inc

Financial Services
213
+ 0.95%
$26.0 - $32.09 $5.54K - $6.84K
22.6K $638K
Activity Summary
Buys All Purchases 131 New Holdings 43 Increased Positions 88 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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