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
TFC
Truist Financial Corp

Financial Services
-1.51K
- 7.54%
$39.48 - $48.15 $59.6K - $72.7K
18.5K $761K
STT
State Street Corp

Financial Services
-752
- 21.78%
$84.47 - $102.23 $63.5K - $76.9K
2.7K $241K
T
At&T Inc.

Communication Services
-10.5K
- 28.77%
$21.56 - $28.28 $227K - $298K
26.1K $737K
SPGI
S&P Global Inc.

Financial Services
-217
- 12.76%
$478.26 - $543.77 $104K - $118K
1.48K $753K
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 1.13%
$347.25 - $424.87 $13.5K - $16.6K
3.43K $1.26M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-131
- 3.37%
$168.84 - $202.89 $22.1K - $26.6K
3.76K $660K
UNH
Unitedhealth Group Inc

Healthcare
-294
- 7.94%
$461.52 - $548.18 $136K - $161K
3.41K $1.78M
AXP
American Express CO

Financial Services
-204
- 17.85%
$255.39 - $325.87 $52.1K - $66.5K
939 $252K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-971
- 11.81%
$75.99 - $81.58 $73.8K - $79.2K
7.25K $555K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-971
- 2.08%
$100.32 - $100.76 $97.4K - $97.8K
45.7K $4.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1K
- 16.65%
$81.83 - $82.73 $82.2K - $83.1K
5.03K $415K
CSL
Carlisle Companies Inc

Industrials
-90
- 5.27%
$326.43 - $408.24 $29.4K - $36.7K
1.62K $550K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-129
- 0.66%
$67.03 - $74.61 $8.65K - $9.62K
19.6K $1.33M
TXN
Texas Instruments Inc

Technology
-376
- 8.95%
N/A
3.83K $744K
META
Meta Platforms, Inc.

Communication Services
-30
- 0.78%
$576.36 - $736.67 $17.3K - $22.1K
3.8K $2.19M
OZK
Bank Ozk

Financial Services
-66
- 0.11%
$41.71 - $53.1 $2.75K - $3.5K
61.7K $2.68M
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.14K
- 4.18%
$31.3 - $34.5 $66.9K - $73.7K
48.9K $1.58M
ICLR
Icon PLC

Healthcare
-32
- 2.05%
$174.99 - $222.58 $5.6K - $7.12K
1.53K $267K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 9.72%
$4295.4 - $5141.88 $30.1K - $36K
65 $299K
AZO
Autozone Inc

Consumer Cyclical
-39
- 25.49%
$3193.96 - $3828.11 $125K - $149K
114 $434K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-2.55K
- 7.96%
$59.6 - $67.2 $152K - $171K
29.5K $1.88M
SF
Stifel Financial Corp

Financial Services
-76
- 1.93%
$91.62 - $117.6 $6.96K - $8.94K
3.86K $363K
ARCC
Ares Capital Corp

Financial Services
-3.24K
- 4.62%
$21.28 - $23.81 $68.9K - $77.1K
66.8K $1.48M
ORCC
Owl Rock Capital Corp

Financial Services
-3.89K
- 3.99%
N/A
93.5K $1.25M
FANG
Diamondback Energy, Inc.

Energy
-244
- 8.12%
$139.9 - $180.18 $34.1K - $44K
2.76K $441K
OXY
Occidental Petroleum Corp

Energy
-1K
- 19.53%
$45.45 - $52.7 $45.5K - $52.7K
4.12K $203K
ASML
Asml Holding Nv

Technology
-41
- 6.26%
$662.63 - $776.99 $27.2K - $31.9K
614 $406K
JPM
Jpmorgan Chase & CO

Financial Services
-359
- 4.87%
$225.19 - $279.95 $80.8K - $101K
7.01K $1.72M
TJX
Tjx Companies Inc

Consumer Cyclical
-420
- 7.52%
$112.81 - $126.16 $47.4K - $53K
5.17K $629K
ANSS
Ansys Inc

Technology
-62
- 5.09%
$316.56 - $360.36 $19.6K - $22.3K
1.16K $365K
PANW
Palo Alto Networks Inc

Technology
-128
- 7.22%
$167.82 - $208.28 $21.5K - $26.7K
1.64K $280K
VMC
Vulcan Materials CO

Basic Materials
-19
- 1.24%
$220.9 - $277.54 $4.2K - $5.27K
1.52K $353K
RGA
Reinsurance Group Of America Inc

Financial Services
-39
- 3.51%
$186.01 - $231.1 $7.25K - $9.01K
1.07K $210K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-79
- 4.58%
$119.87 - $145.05 $9.47K - $11.5K
1.65K $205K
BAC
Bank Of America Corp

Financial Services
-160
- 1.79%
$39.61 - $47.74 $6.34K - $7.64K
8.75K $365K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-941
- 7.9%
$39.18 - $43.52 $36.9K - $41K
11K $459K
MET
Metlife Inc

Financial Services
-144
- 3.3%
$77.7 - $87.0 $11.2K - $12.5K
4.22K $338K
AVB
Avalonbay Communities Inc

Real Estate
-44
- 3.01%
$207.86 - $228.08 $9.15K - $10K
1.42K $304K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-68
- 1.56%
$86.24 - $97.98 $5.86K - $6.66K
4.3K $374K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-323
- 11.4%
$96.27 - $116.36 $31.1K - $37.6K
2.51K $292K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.15K
- 15.48%
$56.12 - $68.15 $64.7K - $78.6K
6.3K $427K
WRB
Berkley W R Corp

Financial Services
-1.6K
- 20.73%
$56.7 - $71.27 $90.7K - $114K
6.12K $435K
CSWC
Capital Southwest Corp

Financial Services
-2.06K
- 3.31%
$21.69 - $23.81 $44.8K - $49.1K
60.2K $1.34M
CMCSA
Comcast Corp

Communication Services
-161
- 1.14%
$33.19 - $38.23 $5.34K - $6.16K
13.9K $514K
NEE
Nextera Energy Inc

Utilities
-78
- 0.96%
$66.96 - $76.16 $5.22K - $5.94K
8.06K $571K
JLL
Jones Lang Lasalle Inc

Real Estate
-7
- 0.33%
$238.0 - $284.76 $1.67K - $1.99K
2.13K $529K
SIGI
Selective Insurance Group Inc

Financial Services
-61
- 2.44%
$78.49 - $95.48 $4.79K - $5.82K
2.44K $222K
NFLX
Netflix Inc

Communication Services
-65
- 5.13%
$828.4 - $1058.6 $53.8K - $68.8K
1.2K $1.12M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-974
- 7.78%
$30.38 - $34.94 $29.6K - $34K
11.5K $394K
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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