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
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.01K
- 5.9%
$24.48 - $24.9 $73.7K - $74.9K
48K $1.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
-52
- 2.58%
$310.86 - $348.77 $16.2K - $18.1K
1.96K $628K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-4.43K
- 5.51%
$89.02 - $104.29 $394K - $462K
75.9K $7.92M
PPG
Ppg Industries Inc

Basic Materials
-698
- 16.92%
$91.66 - $115.04 $64K - $80.3K
3.43K $389K
IEFA
Ishares Tr

ETFs
-1.94K
- 15.18%
$67.83 - $84.09 $131K - $163K
10.8K $903K
DEO
Diageo PLC

Consumer Defensive
-481
- 14.06%
$99.86 - $115.75 $48K - $55.7K
2.94K $296K
MDT
Medtronic PLC

Healthcare
-369
- 3.42%
$80.68 - $88.86 $29.8K - $32.8K
10.4K $909K
ARCC
Ares Capital Corp

Financial Services
-2.03K
- 3.04%
$18.91 - $22.43 $38.4K - $45.5K
64.8K $1.42M
ABC
Amerisourcebergen Corp

Healthcare
-309
- 12.07%
N/A
2.25K $416K
INTC
Intel Corp

Technology
-2.3K
- 17.03%
$18.13 - $22.69 $41.7K - $52.1K
11.2K $250K
SNA
Snap On Inc

Industrials
-37
- 2.28%
$292.36 - $342.2 $10.8K - $12.7K
1.59K $494K
APD
Air Products & Chemicals, Inc.

Basic Materials
-107
- 6.67%
$248.61 - $294.96 $26.6K - $31.6K
1.5K $421K
CB
Chubb LTD

Financial Services
-57
- 2.14%
$274.32 - $302.46 $15.6K - $17.2K
2.61K $755K
FDUS
Fidus Investment Corp

Financial Services
-1.82K
- 2.68%
$17.32 - $20.65 $31.6K - $37.6K
66K $1.33M
WMB
Williams Companies, Inc.

Energy
-1.49K
- 9.87%
$54.33 - $62.87 $80.7K - $93.4K
13.6K $852K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-214
- 0.73%
$55.32 - $65.02 $11.8K - $13.9K
29.2K $1.83M
VMC
Vulcan Materials CO

Basic Materials
-342
- 22.54%
$226.49 - $276.01 $77.5K - $94.4K
1.18K $306K
SPGI
S&P Global Inc.

Financial Services
-140
- 9.44%
$438.31 - $527.29 $61.4K - $73.8K
1.34K $708K
CSWC
Capital Southwest Corp

Financial Services
-1.21K
- 2.02%
$17.99 - $22.44 $21.8K - $27.2K
59K $1.3M
GL
Globe Life Inc.

Financial Services
-84
- 2.0%
$113.29 - $133.09 $9.52K - $11.2K
4.11K $510K
PLD
Prologis, Inc.

Real Estate
-95
- 2.19%
$89.76 - $112.34 $8.53K - $10.7K
4.25K $446K
FTCS
First Trust Capital Strength E

ETFs
-630
- 4.23%
$81.6 - $92.39 $51.4K - $58.2K
14.3K $1.3M
HYLS
First Tr Tactical High Yield L

ETFs
-1.49K
- 4.74%
$39.8 - $41.84 $59.4K - $62.5K
30K $1.26M
TRV
Travelers Companies, Inc.

Financial Services
-181
- 4.99%
$233.83 - $276.34 $42.3K - $50K
3.45K $922K
SHEL
Shell PLC

Energy
-246
- 4.14%
$59.75 - $73.05 $14.7K - $18K
5.69K $400K
ORCC
Owl Rock Capital Corp

Financial Services
-2.37K
- 2.54%
N/A
91.1K $1.22M
RTX
Raytheon Technologies Corp

Industrials
-621
- 13.89%
$113.75 - $148.48 $70.6K - $92.2K
3.85K $562K
NVO
Novo Nordisk A S

Healthcare
-404
- 6.14%
$58.08 - $81.05 $23.5K - $32.7K
6.17K $426K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-369
- 5.86%
$63.54 - $68.5 $23.4K - $25.3K
5.93K $399K
WEC
Wec Energy Group, Inc.

Utilities
-145
- 5.31%
$102.24 - $109.76 $14.8K - $15.9K
2.59K $269K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-460
- 3.99%
$32.56 - $35.71 $15K - $16.4K
11.1K $366K
NEE
Nextera Energy Inc

Utilities
-187
- 2.32%
$64.11 - $75.0 $12K - $14K
7.87K $546K
AOK
Ishares Tr Core Conservative A

ETFs
-2.76K
- 4.74%
$36.09 - $39.07 $99.4K - $108K
55.3K $2.16M
RACE
Ferrari N.V.

Consumer Cyclical
-128
- 20.71%
$397.86 - $499.02 $50.9K - $63.9K
490 $240K
WPC
W. P. Carey Inc.

Real Estate
-220
- 1.94%
$56.12 - $64.53 $12.3K - $14.2K
11.1K $692K
BR
Broadridge Financial Solutions, Inc.

Technology
-94
- 3.01%
$217.22 - $246.25 $20.4K - $23.1K
3.03K $735K
APO
Apollo Global Management, Inc.

Financial Services
-250
- 7.81%
$108.68 - $145.07 $27.2K - $36.3K
2.95K $418K
SHW
Sherwin Williams CO

Basic Materials
-35
- 3.15%
$313.51 - $363.51 $11K - $12.7K
1.08K $369K
TTE
Total Energies Se

Energy
-276
- 3.04%
N/A
8.81K $604K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-372
- 3.49%
$50.36 - $50.68 $18.7K - $18.9K
10.3K $522K
INGR
Ingredion Inc

Consumer Defensive
-137
- 5.22%
$123.22 - $140.95 $16.9K - $19.3K
2.49K $337K
JKHY
Henry Jack & Associates Inc

Technology
-66
- 3.89%
$163.54 - $186.02 $10.8K - $12.3K
1.63K $294K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-196
- 3.9%
$82.21 - $83.12 $16.1K - $16.3K
4.83K $400K
FTLS
First Tr Long/Short Equity ETF

ETFs
-715
- 4.82%
$60.06 - $66.28 $42.9K - $47.4K
14.1K $934K
WRB
Berkley W R Corp

Financial Services
-382
- 6.25%
$64.28 - $75.17 $24.6K - $28.7K
5.73K $421K
DGX
Quest Diagnostics Inc

Healthcare
-91
- 3.72%
N/A
2.36K $322K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-353
- 2.36%
$18.94 - $21.67 $6.69K - $7.65K
14.6K $308K
KO
Coca Cola CO

Consumer Defensive
-49
- 0.44%
$68.37 - $73.9 $3.35K - $3.62K
11K $776K
EQIX
Equinix Inc

Real Estate
-6
- 1.81%
$740.07 - $914.43 $4.44K - $5.49K
326 $259K
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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