Legacy Capital Wealth Partners, LLC New Holdings in Q4 2024

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
152K
New
$13.54 - $14.25 $2.06M - $2.17M
152K $2.13M
VUG
Vanguard Growth ETF

ETFs
4.54K
New
$378.79 - $428.11 $1.72M - $1.94M
4.54K $1.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.8K
New
$71.75 - $75.11 $1.64M - $1.72M
22.8K $1.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.29K
New
$311.11 - $335.64 $1.02M - $1.11M
3.29K $1.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.67K
New
$183.23 - $199.79 $1.04M - $1.13M
5.67K $1.05M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.08K
New
$116.4 - $138.52 $824K - $981K
7.08K $897K
EFG
Msci Eafe Growth ETF

ETFs
9.16K
New
$96.83 - $106.88 $887K - $979K
9.16K $886K
AVLV
American Centy ETF Tr Avantis
9.26K
New
$65.51 - $71.22 $607K - $660K
9.26K $618K
MBB
Ishares Tr

ETFs
6.51K
New
$91.26 - $95.82 $594K - $623K
6.51K $596K
FTCS
First Trust Capital Strength E

ETFs
6.06K
New
$87.62 - $94.03 $531K - $570K
6.06K $532K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.78K
New
$264.18 - $304.19 $470K - $541K
1.78K $498K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.17K
New
$80.13 - $83.77 $494K - $517K
6.17K $495K
AZO
Autozone Inc

Consumer Cyclical
153
New
$2981.19 - $3370.27 $456K - $516K
153 $489K
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.9K
New
$40.06 - $45.21 $477K - $539K
11.9K $484K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
18.4K
New
$26.01 - $28.19 $479K - $520K
18.4K $482K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.32K
New
$101.77 - $113.02 $439K - $488K
4.32K $456K
WRB
Berkley W R Corp

Financial Services
7.72K
New
$56.48 - $64.94 $436K - $501K
7.72K $451K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.1K
New
$370.24 - $418.94 $408K - $462K
1.1K $442K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
8.14K
New
$50.81 - $51.59 $414K - $420K
8.14K $416K
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.6K
New
$32.65 - $33.68 $412K - $425K
12.6K $413K
JHMB
John Hancock Exchange Traded

ETFs
17K
New
$21.36 - $22.44 $364K - $382K
17K $365K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
14.8K
New
$22.04 - $22.59 $326K - $334K
14.8K $329K
XCEM
Columbia ETF Tr Ii

ETFs
10.5K
New
$29.6 - $32.67 $312K - $344K
10.5K $311K
PLTR
Palantir Technologies Inc.

Technology
3.92K
New
$36.46 - $82.38 $143K - $323K
3.92K $296K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.58K
New
$42.25 - $43.54 $278K - $286K
6.58K $282K
BSX
Boston Scientific Corp

Healthcare
3.11K
New
$83.62 - $91.5 $260K - $284K
3.11K $277K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.37K
New
$80.93 - $85.66 $272K - $288K
3.37K $272K
IT
Gartner Inc

Technology
547
New
$481.22 - $551.8 $263K - $302K
547 $265K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.09K
New
$61.68 - $67.87 $252K - $278K
4.09K $254K
RGA
Reinsurance Group Of America Inc

Financial Services
1.11K
New
$201.26 - $231.95 $223K - $257K
1.11K $237K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.02K
New
$77.02 - $78.58 $232K - $237K
3.02K $233K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.72K
New
$107.98 - $143.92 $186K - $248K
1.72K $231K
ENOV
Enovis Corp

Industrials
5.19K
New
$38.5 - $49.33 $200K - $256K
5.19K $228K
EQT
Eqt Corp

Energy
4.62K
New
$35.62 - $46.89 $164K - $216K
4.62K $212K
Arista Networks Inc
6.36K
New
N/A
6.36K $0
Blackrock Inc
514
New
N/A
514 $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
7.53K
New
N/A
7.53K $0
T Rowe Price ETF Inc
8.86K
New
N/A
8.86K $0
2023 ETF Series Trust Ii
20.1K
New
N/A
20.1K $0
Lam Research Corp
6.17K
New
N/A
6.17K $0
Ishares Ethereum Tr
9.15K
New
N/A
9.15K $0
Alps ETF Tr
33.4K
New
N/A
33.4K $0
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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