Legacy Capital Wealth Partners, LLC New Holdings in Q2 2025

Legacy Capital Wealth Partners, LLC

  • $445 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
123K
New
$46.04 - $53.67 $5.66M - $6.6M
123K $6.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.4K
New
$29.12 - $35.84 $2.37M - $2.92M
81.4K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.1K
New
$152.93 - $181.74 $2.31M - $2.74M
15.1K $2.74M
DFAU
Dimensional ETF Tr

ETFs
62.8K
New
$34.04 - $42.36 $2.14M - $2.66M
62.8K $2.66M
DFAX
Dimensional ETF Tr
64.1K
New
$23.37 - $29.39 $1.5M - $1.88M
64.1K $1.88M
DMAR
First Tr Ex Tr Viii Cboe Vest
42K
New
$35.55 - $39.57 $1.49M - $1.66M
42K $1.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.2K
New
$24.32 - $27.87 $1.17M - $1.34M
48.2K $1.28M
DFAI
Dimensional ETF Tr

ETFs
30.7K
New
$28.02 - $34.71 $861K - $1.07M
30.7K $1.06M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.68K
New
$272.36 - $339.57 $730K - $910K
2.68K $910K
DFAT
Dimensional ETF Tr U S Target

ETFs
14.2K
New
$44.8 - $53.97 $637K - $768K
14.2K $767K
DFAR
Dimensional ETF Tr Dimensional

ETFs
27.8K
New
$20.99 - $23.93 $583K - $664K
27.8K $651K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.28K
New
$166.82 - $194.23 $547K - $637K
3.28K $636K
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.28K
New
$52.31 - $63.72 $433K - $528K
8.28K $527K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.3K
New
$23.4 - $29.68 $404K - $513K
17.3K $512K
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.41K
New
$53.65 - $67.02 $398K - $497K
7.41K $496K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.33K
New
$46.77 - $47.89 $389K - $399K
8.33K $394K
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.5K
New
$23.2 - $29.84 $291K - $374K
12.5K $374K
HSY
Hershey CO

Consumer Defensive
2.19K
New
$151.29 - $173.13 $332K - $380K
2.19K $364K
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.03K
New
$47.09 - $48.01 $331K - $337K
7.03K $337K
DFIP
Dimensional ETF Tr Inflation P

ETFs
7.1K
New
$41.11 - $42.42 $292K - $301K
7.1K $296K
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.1K
New
$22.27 - $29.21 $224K - $294K
10.1K $294K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.3K
New
$39.94 - $44.64 $252K - $281K
6.3K $281K
STE
Steris PLC

Healthcare
1.14K
New
$208.55 - $252.55 $237K - $287K
1.14K $272K
MP
Mp Materials Corp.

Basic Materials
7.8K
New
$18.77 - $37.74 $146K - $295K
7.8K $259K
TTD
Trade Desk, Inc.

Technology
3.58K
New
$45.27 - $79.4 $162K - $284K
3.58K $257K
PSA
Public Storage

Real Estate
878
New
$266.31 - $309.77 $234K - $272K
878 $257K
NPO
Enpro Industries, Inc

Industrials
1.31K
New
$137.27 - $193.1 $180K - $253K
1.31K $250K
MS
Morgan Stanley

Financial Services
1.7K
New
$99.83 - $140.86 $169K - $239K
1.7K $239K
SPOT
Spotify Technology S.A.

Communication Services
296
New
$503.3 - $775.9 $149K - $230K
296 $227K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.31K
New
$41.1 - $42.37 $218K - $225K
5.31K $224K
LFUS
Littelfuse Inc

Technology
942
New
$149.72 - $227.31 $141K - $214K
942 $213K
ITGR
Integer Holdings Corp

Healthcare
1.71K
New
$106.73 - $126.93 $183K - $217K
1.71K $210K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.02K
New
$37.24 - $41.76 $187K - $210K
5.02K $209K
MC
Moelis & CO

Financial Services
3.32K
New
$48.86 - $62.99 $162K - $209K
3.32K $206K
FCX
Freeport Mcmoran Inc

Basic Materials
4.64K
New
$29.15 - $44.46 $135K - $206K
4.64K $201K
CACI
Caci International Inc

Technology
445
New
N/A
445 $190K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
34.8K
New
N/A
34.8K $117K
BFB
Brown Forman Corp Cl B
14K
New
N/A
14K $0
Tortoise Capital Series Trus
5.64K
New
N/A
5.64K $0
Tortoise Capital Series Trus
65.1K
New
N/A
65.1K $0
First Tr Exchng Traded Fd Vi
14K
New
N/A
14K $0
Te Connectivity PLC
1.58K
New
N/A
1.58K $0
Super Micro Computer Inc
4.54K
New
N/A
4.54K $0
Innovator Etfs Trust
31.2K
New
N/A
31.2K $0
Cava Group Inc
12.1K
New
N/A
12.1K $0
CARY
Angel Oak Fds Tr Income Etf(De
15.2K
New
N/A
15.2K $0
Barrick Mng Corp
20.4K
New
N/A
20.4K $0
Rocket Lab Corp
14.2K
New
N/A
14.2K $0
Ishares Bitcoin Trust ETF
3.82K
New
N/A
3.82K $0
Activity Summary
Buys All Purchases 173 New Holdings 53 Increased Positions 120 Sells All Sells 174 Reductions 174 Sold out 0 Options Calls 0 Puts 0
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