Legacy Capital Wealth Partners, LLC Reduced Holdings in Q1 2025

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-86.1K
- 87.09%
$69.57 - $78.65 $5.99M - $6.77M
12.8K $965K
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.99K
- 3.8%
$551.42 - $612.93 $1.65M - $1.83M
75.7K $42.3M
NVDA
Nvidia Corp

Technology
-17.8K
- 29.69%
$106.98 - $149.43 $1.9M - $2.65M
42K $4.56M
RDVY
First Trust Rising Dividend Ac

ETFs
-25K
- 13.0%
$57.22 - $63.39 $1.43M - $1.58M
167K $9.78M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-10.9K
- 13.53%
$109.15 - $120.99 $1.19M - $1.32M
69.6K $7.85M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-13.2K
- 14.07%
$96.9 - $104.39 $1.27M - $1.37M
80.4K $7.98M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-21.1K
- 14.34%
$44.96 - $47.9 $947K - $1.01M
126K $5.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.13K
- 7.71%
$507.05 - $563.67 $571K - $635K
13.5K $6.93M
HYLS
First Tr Tactical High Yield L

ETFs
-14.7K
- 31.77%
$40.95 - $41.77 $601K - $613K
31.5K $1.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-470
- 14.83%
$222.15 - $428.22 $104K - $201K
2.7K $699K
JKHY
Henry Jack & Associates Inc

Technology
-2.5K
- 59.5%
$166.47 - $191.28 $415K - $477K
1.7K $310K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-17.5K
- 25.51%
$24.5 - $24.95 $428K - $436K
51K $1.26M
YMAR
First Tr Ex Tr Viii Cboe Vest
-25.8K
- 13.07%
$22.77 - $24.61 $587K - $635K
172K $4.11M
AVGO
Broadcom Inc.

Technology
-36
- 0.65%
$167.43 - $244.7 $6.03K - $8.81K
5.46K $914K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.21K
- 21.92%
$222.66 - $268.42 $269K - $324K
4.3K $1M
MAIN
Main Street Capital Corp

Financial Services
-4.59K
- 14.32%
$54.71 - $63.1 $251K - $289K
27.4K $1.55M
CSCO
Cisco Systems, Inc.

Technology
-5.32K
- 41.13%
$58.74 - $64.87 $313K - $345K
7.62K $470K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-475
- 28.34%
$468.34 - $539.52 $222K - $256K
1.2K $563K
MCHP
Microchip Technology Inc

Technology
-4.04K
- 42.52%
$48.41 - $64.3 $195K - $260K
5.46K $264K
WFC
Wells Fargo & Company

Financial Services
-4.08K
- 32.37%
$66.78 - $81.42 $272K - $332K
8.52K $611K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.19K
- 24.01%
$123.3 - $154.95 $146K - $184K
3.75K $479K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-360
- 3.1%
$65.15 - $91.81 $23.5K - $33.1K
11.3K $734K
SAP
Sap Se

Technology
-1.16K
- 46.29%
$241.4 - $293.69 $280K - $340K
1.35K $361K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-433
- 26.37%
$497.6 - $606.74 $215K - $263K
1.21K $601K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-8.72K
- 46.76%
$27.81 - $30.21 $242K - $263K
9.93K $293K
USB
Us Bancorp \De\

Financial Services
-1.79K
- 6.89%
$40.92 - $50.9 $73.1K - $90.9K
24.1K $1.02M
DIS
Walt Disney CO

Communication Services
-1.11K
- 13.89%
$96.87 - $114.0 $108K - $127K
6.88K $679K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-7.58K
- 41.12%
$24.88 - $26.85 $189K - $204K
10.9K $274K
ACN
Accenture PLC

Technology
-123
- 2.91%
$300.91 - $398.25 $37K - $49K
4.11K $1.28M
APO
Apollo Global Management, Inc.

Financial Services
-618
- 16.18%
$126.01 - $172.06 $77.9K - $106K
3.2K $438K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.68K
- 7.1%
$30.73 - $32.26 $144K - $151K
61.2K $1.88M
DFS
Discover Financial Services

Financial Services
-1.02K
- 39.03%
$152.99 - $203.25 $156K - $208K
1.6K $272K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.38K
- 5.93%
$64.88 - $72.1 $89.2K - $99.1K
21.8K $1.43M
HTGC
Hercules Capital, Inc.

Financial Services
-4.33K
- 4.87%
$18.01 - $22.0 $78K - $95.3K
84.6K $1.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.48K
- 6.67%
$56.17 - $59.71 $139K - $148K
34.7K $1.98M
ORCL
Oracle Corp

Technology
-505
- 16.27%
$139.81 - $186.47 $70.6K - $94.2K
2.6K $363K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-8.82K
- 7.36%
$14.46 - $15.96 $128K - $141K
111K $1.68M
SYY
Sysco Corp

Consumer Defensive
-1.63K
- 19.61%
$70.0 - $77.13 $114K - $125K
6.66K $500K
APD
Air Products & Chemicals, Inc.

Basic Materials
-484
- 23.19%
$283.24 - $338.07 $137K - $164K
1.6K $472K
APP
App Lovin Corp

Technology
-126
- 7.58%
$238.08 - $510.13 $30K - $64.3K
1.54K $406K
SCI
Service Corp International

Consumer Cyclical
-1.62K
- 26.1%
$75.99 - $84.16 $123K - $137K
4.6K $368K
ABC
Amerisourcebergen Corp

Healthcare
-679
- 20.96%
N/A
2.56K $473K
GWW
W.W. Grainger, Inc.

Industrials
-57
- 5.54%
$953.54 - $1132.42 $54.4K - $64.5K
972 $960K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.17K
- 9.49%
$71.17 - $73.66 $154K - $160K
20.7K $1.52M
LMT
Lockheed Martin Corp

Industrials
-142
- 9.4%
$423.19 - $506.29 $60.1K - $71.9K
1.37K $611K
RKLB
Rocket Lab Usa, Inc.

Industrials
-400
- 2.73%
$17.12 - $31.57 $6.85K - $12.6K
14.2K $254K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-197
- 17.86%
$360.07 - $417.26 $70.9K - $82.2K
906 $327K
GPN
Global Payments Inc

Industrials
-569
- 15.39%
$92.18 - $113.03 $52.5K - $64.3K
3.13K $306K
FDUS
Fidus Investment Corp

Financial Services
-3.04K
- 4.29%
$20.39 - $23.37 $61.9K - $71K
67.9K $1.38M
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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