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
GPC
Genuine Parts CO

Consumer Cyclical
530
+ 8.42%
$115.91 - $129.02 $61.4K - $68.4K
6.83K $813K
COST
Costco Wholesale Corp

Consumer Defensive
57
+ 8.2%
$890.62 - $1076.86 $50.8K - $61.4K
752 $711K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
868
+ 28.23%
N/A
3.94K $338K
AMT
American Tower Corp

Real Estate
99
+ 6.63%
$173.46 - $217.6 $17.2K - $21.5K
1.59K $346K
ROP
Roper Technologies Inc

Industrials
34
+ 4.53%
$502.71 - $593.81 $17.1K - $20.2K
784 $462K
WEC
Wec Energy Group, Inc.

Utilities
295
+ 12.11%
$92.12 - $108.98 $27.2K - $32.1K
2.73K $297K
MRK
Merck & Co., Inc.

Healthcare
1.41K
+ 23.08%
$83.01 - $101.02 $117K - $142K
7.52K $674K
DEO
Diageo PLC

Consumer Defensive
1.12K
+ 48.7%
$104.79 - $126.12 $117K - $141K
3.42K $358K
BSX
Boston Scientific Corp

Healthcare
267
+ 8.59%
$89.38 - $106.18 $23.9K - $28.4K
3.37K $340K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2K
+ 13.96%
$102.49 - $119.96 $205K - $240K
16.4K $1.71M
PAYX
Paychex Inc

Industrials
6
+ 0.17%
$136.06 - $154.52 $816 - $927
3.63K $560K
XLE
Energy Sector Spdr

ETFs
17
+ 0.29%
$85.7 - $93.96 $1.46K - $1.6K
5.9K $551K
PSX
Phillips 66

Energy
156
+ 5.12%
$113.93 - $131.55 $17.8K - $20.5K
3.2K $395K
INTU
Intuit Inc

Technology
104
+ 9.06%
$555.63 - $630.23 $57.8K - $65.5K
1.25K $768K
SYK
Stryker Corp

Healthcare
97
+ 14.2%
$355.18 - $399.9 $34.5K - $38.8K
780 $290K
DUK
Duke Energy Corp

Utilities
119
+ 5.96%
$105.87 - $121.97 $12.6K - $14.5K
2.11K $257K
STZ
Constellation Brands, Inc.

Consumer Defensive
430
+ 42.7%
$161.05 - $222.93 $69.3K - $95.9K
1.44K $263K
VIG
Vanguard Dividend Appreciation

ETFs
221
+ 14.17%
N/A
1.78K $324K
ZTS
Zoetis Inc.

Healthcare
229
+ 15.73%
$156.48 - $175.67 $35.8K - $40.2K
1.69K $277K
XLU
Utilities Sector Spdr

ETFs
326
+ 7.58%
$74.7 - $80.27 $24.4K - $26.2K
4.63K $364K
SHW
Sherwin Williams CO

Basic Materials
84
+ 8.17%
$330.16 - $365.55 $27.7K - $30.7K
1.11K $388K
KLAC
Kla Corp

Technology
17
+ 3.33%
$636.62 - $777.63 $10.8K - $13.2K
528 $358K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.84K
+ 19.45%
$26.9 - $30.41 $49.5K - $56K
11.3K $306K
MKL
Markel Corp

Financial Services
1
+ 0.44%
$1660.14 - $2059.83 $1.66K - $2.06K
226 $422K
LYG
Lloyds Banking Group PLC

Financial Services
1.69K
+ 7.4%
$2.58 - $3.9 $4.35K - $6.57K
24.5K $93K
AGNC
Agnc Investment Corp.

Real Estate
2.08K
+ 7.97%
$9.12 - $10.54 $19K - $22K
28.2K $270K
SNA
Snap On Inc

Industrials
101
+ 6.63%
$324.09 - $358.62 $32.7K - $36.2K
1.63K $547K
SBUX
Starbucks Corp

Consumer Cyclical
72
+ 2.41%
$91.75 - $115.81 $6.61K - $8.34K
3.06K $299K
MCO
Moodys Corp

Financial Services
74
+ 6.4%
$437.8 - $527.48 $32.4K - $39K
1.23K $573K
VO
Vanguard Mid Cap ETF

ETFs
241
+ 3.62%
$251.87 - $277.95 $60.7K - $67K
6.89K $1.78M
AMAT
Applied Materials Inc

Technology
481
+ 19.19%
$145.06 - $195.51 $69.8K - $94K
2.99K $433K
JHMB
John Hancock Exchange Traded

ETFs
846
+ 4.97%
$21.17 - $22.05 $17.9K - $18.7K
17.9K $391K
BDX
Becton Dickinson & CO

Healthcare
87
+ 3.84%
$222.79 - $249.08 $19.4K - $21.7K
2.36K $539K
MUB
Ishares National Muni Bond ETF

ETFs
228
+ 10.54%
$104.71 - $107.69 $23.9K - $24.6K
2.39K $252K
VNQ
Vanguard Specialized Funds Van

ETFs
166
+ 3.64%
$85.55 - $94.34 $14.2K - $15.7K
4.72K $427K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.18%
$158.56 - $176.26 $1.59K - $1.76K
5.72K $974K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
524
+ 3.64%
$20.2 - $22.24 $10.6K - $11.7K
14.9K $321K
XLB
Select Sector Spdr Fd Material

ETFs
111
+ 3.04%
$83.19 - $90.99 $9.23K - $10.1K
3.76K $323K
FTLS
First Tr Long/Short Equity ETF

ETFs
607
+ 4.27%
$63.42 - $68.17 $38.5K - $41.4K
14.8K $949K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
190
+ 1.81%
$50.39 - $50.66 $9.57K - $9.63K
10.7K $540K
VCIT
Vanguard Intermediate Term Cor

ETFs
50
+ 0.81%
$79.17 - $82.04 $3.96K - $4.1K
6.22K $508K
LHX
L3 Harris Technologies, Inc.

Industrials
56
+ 4.15%
$194.65 - $222.86 $10.9K - $12.5K
1.4K $293K
CPRT
Copart Inc

Consumer Cyclical
247
+ 3.46%
$52.3 - $59.83 $12.9K - $14.8K
7.38K $417K
PULS
Pgim ETF Tr

ETFs
99
+ 1.22%
$49.56 - $49.78 $4.91K - $4.93K
8.21K $408K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.04%
$89.27 - $92.9 $89.3 - $92.9
2.4K $221K
HOMB
Home Bancshares Inc

Financial Services
125
+ 0.55%
$27.23 - $31.23 $3.4K - $3.9K
22.7K $641K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
162
+ 1.99%
$50.21 - $51.23 $8.13K - $8.3K
8.3K $418K
PR
Permian Resources Corporation

Energy
532
+ 4.47%
$12.33 - $16.0 $6.56K - $8.51K
12.4K $172K
Lam Research Corp
346
+ 5.61%
N/A
6.51K $0
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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