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
INGR
Ingredion Inc

Consumer Defensive
-2
- 0.08%
$125.6 - $137.36 $251 - $275
2.62K $354K
COF
Capital One Financial Corp

Financial Services
-25
- 1.2%
$163.87 - $209.82 $4.1K - $5.25K
2.05K $367K
EXLS
Exl Service Holdings, Inc.

Technology
-369
- 6.65%
$44.13 - $51.8 $16.3K - $19.1K
5.18K $244K
EFG
Msci Eafe Growth ETF

ETFs
-313
- 3.42%
$96.1 - $106.37 $30.1K - $33.3K
8.85K $884K
RACE
Ferrari N.V.

Consumer Cyclical
-6
- 0.96%
$413.73 - $508.15 $2.48K - $3.05K
618 $264K
Gladstone Capital Corp
-11.8K
- 17.74%
N/A
54.8K $0
Linde PLC
-42
- 2.73%
N/A
1.5K $0
HEIA
Heico Crp Cl A
-156
- 8.68%
N/A
1.64K $0
Kenvue Inc
-13.9K
- 30.12%
N/A
32.2K $0
Brookfield Corp
-963
- 16.07%
N/A
5.03K $0
Invesco Exchange Traded Fd T
-6.53K
- 29.59%
N/A
15.5K $0
WMB
Williams Companies, Inc.

Energy
-1.55K
- 9.34%
$54.02 - $61.09 $83.8K - $94.8K
15.1K $900K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-3.06K
- 4.57%
$20.96 - $23.51 $64.1K - $71.9K
64K $1.43M
SBAC
Sba Communications Corp

Real Estate
-97
- 5.73%
$192.76 - $224.91 $18.7K - $21.8K
1.6K $350K
GD
General Dynamics Corp

Industrials
-37
- 2.03%
$241.94 - $272.58 $8.95K - $10.1K
1.78K $485K
NNN
National Retail Properties, Inc.

Real Estate
-58
- 0.91%
$38.0 - $43.19 $2.2K - $2.51K
6.35K $270K
HLN
Haleon PLC

Healthcare
-1.45K
- 4.52%
$9.02 - $10.67 $13.1K - $15.5K
30.6K $315K
ENB
Enbridge Inc

Energy
-307
- 2.42%
$41.54 - $45.45 $12.8K - $14K
12.4K $549K
IDA
Idacorp Inc

Utilities
-37
- 1.77%
$105.58 - $119.04 $3.91K - $4.4K
2.06K $239K
KO
Coca Cola CO

Consumer Defensive
-1.49K
- 11.93%
$60.81 - $72.32 $90.8K - $108K
11K $789K
FNF
Fidelity National Financial, Inc.

Financial Services
-909
- 10.76%
$54.25 - $65.27 $49.3K - $59.3K
7.54K $490K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-412
- 8.21%
$73.71 - $87.55 $30.4K - $36.1K
4.61K $401K
CB
Chubb LTD

Financial Services
-187
- 6.55%
$257.71 - $301.99 $48.2K - $56.5K
2.67K $805K
FAST
Fastenal CO

Industrials
-243
- 3.78%
$71.11 - $79.98 $17.3K - $19.4K
6.19K $479K
TSCO
Tractor Supply CO

Consumer Cyclical
-76
- 0.73%
$51.66 - $57.94 $3.93K - $4.4K
10.3K $569K
TMUS
T Mobile Us, Inc.

Communication Services
-336
- 14.08%
$211.3 - $272.83 $71K - $91.7K
2.05K $546K
EQT
Eqt Corp

Energy
-272
- 5.89%
$46.16 - $54.25 $12.6K - $14.8K
4.34K $232K
BR
Broadridge Financial Solutions, Inc.

Technology
-131
- 4.03%
$221.46 - $244.83 $29K - $32.1K
3.12K $756K
MNST
Monster Beverage Corp

Consumer Defensive
-7
- 0.18%
$46.16 - $58.58 $323 - $410
3.93K $229K
BAX
Baxter International Inc

Healthcare
-1.52K
- 9.84%
$29.26 - $36.57 $44.3K - $55.4K
13.9K $475K
SCHW
Schwab Charles Corp

Financial Services
-55
- 0.68%
$71.24 - $83.64 $3.92K - $4.6K
8.01K $626K
MDT
Medtronic PLC

Healthcare
-957
- 8.14%
$79.84 - $94.5 $76.4K - $90.4K
10.8K $970K
TRIN
Trinity Capital Inc.

Financial Services
-2.29K
- 2.43%
$14.26 - $16.56 $32.7K - $37.9K
92.1K $1.4M
CHE
Chemed Corp

Healthcare
-75
- 8.08%
$521.84 - $615.32 $39.1K - $46.1K
853 $524K
CTRA
Coterra Energy Inc.

Energy
-1.58K
- 6.77%
$25.51 - $29.83 $40.3K - $47.1K
21.7K $628K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-453
- 9.69%
$208.48 - $244.03 $94.4K - $111K
4.22K $1.03M
UNP
Union Pacific Corp

Industrials
-7
- 0.14%
$225.21 - $254.42 $1.58K - $1.78K
5.16K $1.22M
MA
Mastercard Inc

Financial Services
-14
- 0.63%
$504.67 - $576.31 $7.07K - $8.07K
2.2K $1.2M
TPL
Texas Pacific Land Corp

Energy
-115
- 12.53%
$1180.08 - $1431.01 $136K - $165K
803 $1.06M
WM
Waste Management Inc

Industrials
-3
- 0.16%
$200.54 - $233.78 $602 - $701
1.91K $442K
BRO
Brown & Brown, Inc.

Financial Services
-624
- 10.46%
$100.54 - $124.4 $62.7K - $77.6K
5.34K $664K
SE
Sea LTD

Consumer Cyclical
-144
- 4.54%
$104.87 - $146.31 $15.1K - $21.1K
3.03K $395K
RTX
Raytheon Technologies Corp

Industrials
-142
- 3.08%
$114.1 - $135.66 $16.2K - $19.3K
4.47K $592K
SHEL
Shell PLC

Energy
-42
- 0.7%
$62.84 - $73.29 $2.64K - $3.08K
5.94K $435K
JNJ
Johnson & Johnson

Healthcare
-448
- 7.04%
$142.06 - $167.7 $63.6K - $75.1K
5.92K $981K
AZN
Astrazeneca PLC

Healthcare
-111
- 1.17%
$65.37 - $77.96 $7.26K - $8.65K
9.42K $692K
TRV
Travelers Companies, Inc.

Financial Services
-61
- 1.65%
$232.43 - $265.13 $14.2K - $16.2K
3.63K $959K
ABT
Abbott Laboratories

Healthcare
-371
- 5.83%
$111.1 - $140.22 $41.2K - $52K
5.99K $794K
AMGN
Amgen Inc

Healthcare
-246
- 8.09%
$258.59 - $327.36 $63.6K - $80.5K
2.8K $871K
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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