Legacy Capital Wealth Partners, LLC Reduced Holdings in Q3 2025

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GPS
Gap Inc

Consumer Cyclical
-200K
- 34.34%
N/A
382K $7.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-13.9K
- 92.45%
$181.56 - $190.33 $2.53M - $2.65M
1.14K $215K
MUB
Ishares National Muni Bond ETF

ETFs
-19.3K
- 87.19%
$103.24 - $106.68 $1.99M - $2.06M
2.84K $302K
EOG
Eog Resources Inc

Energy
-6.21K
- 10.47%
$112.12 - $126.1 $696K - $783K
53.1K $5.95M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-13.7K
- 77.04%
$50.9 - $52.37 $699K - $719K
4.09K $214K
ACN
Accenture PLC

Technology
-1.61K
- 39.05%
$232.56 - $304.78 $375K - $492K
2.52K $620K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.66K
- 60.02%
$48.5 - $50.19 $420K - $435K
5.77K $288K
ABT
Abbott Laboratories

Healthcare
-2.45K
- 40.04%
$120.51 - $136.62 $295K - $334K
3.67K $490K
UNH
Unitedhealth Group Inc

Healthcare
-1.1K
- 30.86%
$237.77 - $353.61 $261K - $389K
2.46K $850K
BXSL
Blackstone Secured Lending Fund

Financial Services
-328
- 0.69%
$26.07 - $32.55 $8.55K - $10.7K
47.1K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
-936
- 4.97%
$211.65 - $238.24 $198K - $223K
17.9K $3.93M
UPS
United Parcel Service Inc

Industrials
-963
- 14.19%
$82.58 - $105.54 $79.5K - $102K
5.83K $486K
TGT
Target Corp

Consumer Defensive
-1.63K
- 41.93%
$86.56 - $107.43 $141K - $176K
2.26K $202K
CMCSA
Comcast Corp

Communication Services
-3.81K
- 26.39%
$31.41 - $36.33 $120K - $138K
10.6K $333K
LLY
Eli Lilly & CO

Healthcare
-210
- 23.39%
$625.65 - $812.69 $131K - $171K
688 $524K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.23K
- 11.09%
$65.64 - $78.22 $80.9K - $96.4K
9.87K $662K
NVO
Novo Nordisk A S

Healthcare
-1.02K
- 16.57%
$45.38 - $71.7 $46.4K - $73.3K
5.15K $285K
GL
Globe Life Inc.

Financial Services
-1.46K
- 35.6%
$117.6 - $146.55 $172K - $214K
2.65K $378K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.52K
- 1.41%
$13.69 - $15.48 $20.8K - $23.6K
106K $1.45M
ARCC
Ares Capital Corp

Financial Services
-423
- 0.65%
$20.41 - $23.25 $8.63K - $9.83K
64.3K $1.31M
TPL
Texas Pacific Land Corp

Energy
-17
- 2.25%
$854.83 - $1075.97 $14.5K - $18.3K
740 $690K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-4.72K
- 18.34%
$25.78 - $26.62 $122K - $126K
21K $555K
TRV
Travelers Companies, Inc.

Financial Services
-527
- 15.29%
$250.62 - $279.43 $132K - $147K
2.92K $815K
NEE
Nextera Energy Inc

Utilities
-2K
- 25.34%
$69.77 - $77.54 $139K - $155K
5.88K $443K
BDX
Becton Dickinson & CO

Healthcare
-789
- 26.86%
$172.41 - $199.66 $136K - $158K
2.15K $402K
AMP
Ameriprise Financial Inc

Financial Services
-122
- 11.82%
$486.13 - $544.55 $59.3K - $66.4K
910 $447K
BRO
Brown & Brown, Inc.

Financial Services
-106
- 2.05%
$90.88 - $108.93 $9.63K - $11.5K
5.08K $476K
JLL
Jones Lang Lasalle Inc

Real Estate
-619
- 29.05%
$248.95 - $319.66 $154K - $198K
1.51K $450K
CRM
Salesforce, Inc.

Technology
-144
- 8.98%
$231.66 - $273.65 $33.4K - $39.4K
1.46K $346K
CSL
Carlisle Companies Inc

Industrials
-27
- 1.66%
$327.52 - $435.11 $8.84K - $11.7K
1.6K $525K
DIS
Walt Disney CO

Communication Services
-92
- 1.36%
$112.25 - $124.0 $10.3K - $11.4K
6.67K $764K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-728
- 1.17%
$22.65 - $25.1 $16.5K - $18.3K
61.3K $1.4M
DG
Dollar General Corp

Consumer Defensive
-268
- 6.48%
$101.86 - $116.32 $27.3K - $31.2K
3.87K $399K
SBAC
Sba Communications Corp

Real Estate
-38
- 2.4%
$191.35 - $239.35 $7.27K - $9.1K
1.54K $298K
ROP
Roper Technologies Inc

Industrials
-22
- 2.61%
$495.03 - $573.0 $10.9K - $12.6K
822 $409K
SPGI
S&P Global Inc.

Financial Services
-21
- 1.56%
$484.94 - $564.15 $10.2K - $11.8K
1.32K $643K
GAIN
Gladstone Investment Corporation\De

Financial Services
-1.05K
- 1.03%
$13.79 - $14.53 $14.5K - $15.3K
101K $1.4M
APO
Apollo Global Management, Inc.

Financial Services
-270
- 9.15%
$131.55 - $156.05 $35.5K - $42.1K
2.68K $357K
PPG
Ppg Industries Inc

Basic Materials
-273
- 7.96%
$103.65 - $119.07 $28.3K - $32.5K
3.16K $331K
PSX
Phillips 66

Energy
-834
- 24.29%
$118.37 - $139.46 $98.7K - $116K
2.6K $353K
AMT
American Tower Corp

Real Estate
-7
- 0.4%
$192.32 - $232.35 $1.35K - $1.63K
1.72K $331K
MCO
Moodys Corp

Financial Services
-44
- 3.67%
$472.69 - $521.32 $20.8K - $22.9K
1.16K $550K
CHE
Chemed Corp

Healthcare
-33
- 3.78%
$412.3 - $483.92 $13.6K - $16K
839 $375K
CB
Chubb LTD

Financial Services
-104
- 3.99%
$265.99 - $289.59 $27.7K - $30.1K
2.51K $707K
XLE
Energy Sector Spdr

ETFs
-837
- 13.95%
$84.25 - $91.99 $70.5K - $77K
5.17K $461K
MCHP
Microchip Technology Inc

Technology
-262
- 5.23%
$60.95 - $75.26 $16K - $19.7K
4.75K $305K
SNY
Sanofi

Healthcare
-675
- 5.35%
$45.07 - $51.35 $30.4K - $34.7K
11.9K $563K
T
At&T Inc.

Communication Services
-935
- 3.36%
$26.94 - $29.62 $25.2K - $27.7K
26.9K $760K
PG
Procter & Gamble CO

Consumer Defensive
-81
- 1.5%
$150.47 - $161.22 $12.2K - $13.1K
5.34K $819K
Activity Summary
Buys All Purchases 196 New Holdings 28 Increased Positions 168 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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