Legacy Capital Wealth Partners, LLC Reduced Holdings in Q2 2025

Legacy Capital Wealth Partners, LLC

  • $445 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-193K
- 93.13%
$99.93 - $119.04 $19.3M - $23M
14.3K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12.7K
- 16.75%
$496.48 - $617.85 $6.29M - $7.83M
63K $38.9M
GPS
Gap Inc

Consumer Cyclical
-101K
- 14.77%
N/A
582K $11.7M
EOG
Eog Resources Inc

Energy
-1.12K
- 1.85%
$104.61 - $129.97 $117K - $145K
59.3K $7.09M
CVX
Chevron Corp

Energy
-1.92K
- 15.82%
$133.73 - $168.51 $257K - $324K
10.2K $1.46M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-8.02K
- 41.01%
$60.34 - $74.89 $484K - $601K
11.5K $863K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-8.44K
- 32.12%
$50.34 - $51.86 $425K - $437K
17.8K $915K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.3K
- 9.41%
$100.04 - $100.54 $431K - $433K
41.4K $4.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.62K
- 28.22%
$90.56 - $109.49 $418K - $505K
11.7K $1.28M
AMGN
Amgen Inc

Healthcare
-1.16K
- 41.49%
$262.28 - $309.85 $304K - $359K
1.64K $456K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.17K
- 22.34%
$72.96 - $90.39 $377K - $467K
18K $1.61M
TPL
Texas Pacific Land Corp

Energy
-46
- 5.73%
$1036.28 - $1430.55 $47.7K - $65.8K
757 $799K
VZ
Verizon Communications Inc

Communication Services
-3.81K
- 9.97%
$41.67 - $45.62 $159K - $174K
34.4K $1.49M
COP
Conocophillips

Energy
-1.93K
- 45.81%
$82.66 - $106.1 $160K - $205K
2.29K $205K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-9.49K
- 15.13%
$36.36 - $41.4 $345K - $393K
53.2K $2.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.4K
- 45.79%
$152.42 - $182.82 $213K - $256K
1.66K $302K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-262
- 21.67%
$390.26 - $489.06 $102K - $128K
947 $383K
AVLV
American Centy ETF Tr Avantis
-3.67K
- 30.72%
$56.85 - $68.21 $209K - $250K
8.27K $564K
LLY
Eli Lilly & CO

Healthcare
-203
- 18.44%
$713.71 - $898.95 $145K - $182K
898 $700K
TGT
Target Corp

Consumer Defensive
-1.71K
- 30.51%
$88.76 - $105.77 $152K - $181K
3.9K $384K
IWM
Ishares Russell 2000 ETF

ETFs
-1.01K
- 39.84%
$174.82 - $215.79 $176K - $217K
1.52K $327K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-292
- 6.92%
$212.1 - $244.27 $61.9K - $71.3K
3.93K $858K
UPS
United Parcel Service Inc

Industrials
-988
- 12.71%
$91.92 - $110.2 $90.8K - $109K
6.79K $685K
NEM
Newmont Corp

Basic Materials
-4.02K
- 50.45%
$44.18 - $59.46 $178K - $239K
3.95K $230K
LOW
Lowes Companies Inc

Consumer Cyclical
-456
- 10.59%
$210.83 - $235.28 $96.1K - $107K
3.85K $853K
SCHW
Schwab Charles Corp

Financial Services
-2.78K
- 34.69%
$69.06 - $91.24 $192K - $253K
5.23K $477K
SNY
Sanofi

Healthcare
-954
- 7.03%
$47.62 - $55.44 $45.4K - $52.9K
12.6K $609K
TRIN
Trinity Capital Inc.

Financial Services
-2.84K
- 3.08%
$13.53 - $15.52 $38.4K - $44K
89.3K $1.26M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-157
- 2.97%
$90.21 - $112.66 $14.2K - $17.7K
5.14K $468K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.51K
- 38.24%
N/A
2.44K $209K
BAX
Baxter International Inc

Healthcare
-2.35K
- 16.95%
$27.8 - $34.02 $65.4K - $80K
11.5K $349K
HTGC
Hercules Capital, Inc.

Financial Services
-2.57K
- 3.03%
$16.24 - $19.1 $41.7K - $49K
82K $1.5M
UNP
Union Pacific Corp

Industrials
-404
- 7.83%
$208.27 - $238.46 $84.1K - $96.3K
4.76K $1.09M
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.47K
- 3.0%
$26.88 - $32.74 $39.5K - $48.1K
47.5K $1.46M
JNJ
Johnson & Johnson

Healthcare
-249
- 4.21%
$146.36 - $159.82 $36.4K - $39.8K
5.67K $866K
PG
Procter & Gamble CO

Consumer Defensive
-300
- 5.25%
$157.66 - $172.39 $47.3K - $51.7K
5.42K $862K
AZN
Astrazeneca PLC

Healthcare
-971
- 10.31%
$64.87 - $75.0 $63K - $72.8K
8.44K $590K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-3.2K
- 2.88%
$13.03 - $15.28 $41.7K - $48.9K
108K $1.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-246
- 21.52%
$468.22 - $566.51 $115K - $139K
897 $508K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.39K
- 15.54%
$58.41 - $72.69 $198K - $246K
18.4K $1.34M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-2.02K
- 23.12%
$43.89 - $45.45 $88.7K - $91.9K
6.72K $302K
SYY
Sysco Corp

Consumer Defensive
-1.27K
- 19.0%
$68.0 - $75.91 $86.1K - $96.1K
5.4K $408K
BRO
Brown & Brown, Inc.

Financial Services
-156
- 2.92%
$104.48 - $124.43 $16.3K - $19.4K
5.18K $574K
FNF
Fidelity National Financial, Inc.

Financial Services
-399
- 5.29%
$53.62 - $66.59 $21.4K - $26.6K
7.14K $400K
FTSL
First Trust Senior Ln Fund

ETFs
-2.05K
- 8.22%
$44.58 - $46.07 $91.5K - $94.6K
22.9K $1.05M
FVD
First Tr Value Line Divid Inde

ETFs
-2K
- 13.41%
$40.62 - $45.12 $81.4K - $90.4K
12.9K $577K
CTRA
Coterra Energy Inc.

Energy
-241
- 1.11%
$22.6 - $29.07 $5.45K - $7.01K
21.5K $545K
MBB
Ishares Tr

ETFs
-766
- 9.55%
$91.41 - $94.22 $70K - $72.2K
7.26K $681K
ZTS
Zoetis Inc.

Healthcare
-345
- 20.47%
$144.41 - $170.3 $49.8K - $58.8K
1.34K $208K
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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