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
SCI
Service Corp International

Consumer Cyclical
-165
- 3.59%
$73.58 - $81.65 $12.1K - $13.5K
4.43K $360K
PR
Permian Resources Corporation

Energy
-49
- 0.39%
$10.36 - $14.93 $508 - $732
12.4K $168K
V
Visa Inc.

Financial Services
-88
- 1.39%
$308.27 - $373.31 $27.1K - $32.9K
6.22K $2.21M
NNN
National Retail Properties, Inc.

Real Estate
-126
- 1.98%
$37.56 - $43.42 $4.73K - $5.47K
6.22K $268K
PULS
Pgim ETF Tr

ETFs
-26
- 0.32%
$49.39 - $49.76 $1.28K - $1.29K
8.18K $407K
SYK
Stryker Corp

Healthcare
-45
- 5.77%
$337.37 - $395.63 $15.2K - $17.8K
735 $290K
Brookfield Corp
-736
- 14.63%
N/A
4.3K $0
Pimco ETF Tr
-9.02K
- 24.44%
N/A
27.9K $0
Ea Series Trust
-5.9K
- 26.04%
N/A
16.8K $0
RNDV
First Tr Vi Us Equity Divid Se
-4.46K
- 17.85%
N/A
20.5K $0
American Centy ETF Tr
-115
- 1.08%
N/A
10.5K $0
Invesco Exchange Traded Fd T
-2.55K
- 16.41%
N/A
13K $0
Victory Portfolios Ii
-8.59K
- 30.84%
N/A
19.3K $0
Kenvue Inc
-106
- 0.33%
N/A
32.1K $0
Linde PLC
-50
- 3.34%
N/A
1.45K $0
MAIN
Main Street Capital Corp

Financial Services
-1.18K
- 4.31%
$49.15 - $59.32 $58.1K - $70.2K
26.3K $1.55M
Gsk PLC
-252
- 1.15%
N/A
21.6K $0
Arista Networks Inc
-516
- 7.58%
N/A
6.29K $0
Gladstone Capital Corp
-2.05K
- 3.74%
N/A
52.7K $0
Morgan Stanley Direct Lendin
-3.74K
- 4.99%
N/A
71.1K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-207
- 5.06%
$51.16 - $62.02 $10.6K - $12.8K
3.88K $240K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12
- 0.06%
$72.02 - $73.82 $864 - $886
20.7K $1.52M
SAP
Sap Se

Technology
-146
- 10.86%
$237.53 - $309.8 $34.7K - $45.2K
1.2K $364K
VOE
Vanguard Mid Cap Value Index F

ETFs
-47
- 1.33%
$141.87 - $164.49 $6.67K - $7.73K
3.48K $572K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-211
- 4.58%
$81.84 - $93.53 $17.3K - $19.7K
4.4K $407K
MA
Mastercard Inc

Financial Services
-41
- 1.87%
$479.92 - $590.74 $19.7K - $24.2K
2.16K $1.21M
TFC
Truist Financial Corp

Financial Services
-608
- 3.29%
$34.79 - $42.99 $21.2K - $26.1K
17.9K $768K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-438
- 6.04%
$71.86 - $82.66 $31.5K - $36.2K
6.81K $562K
CSCO
Cisco Systems, Inc.

Technology
-721
- 9.47%
$53.19 - $69.38 $38.3K - $50K
6.9K $478K
GPC
Genuine Parts CO

Consumer Cyclical
-27
- 0.4%
$105.54 - $129.09 $2.85K - $3.49K
6.8K $824K
HMC
Honda Motor CO LTD

Consumer Cyclical
-175
- 1.55%
$25.0 - $30.93 $4.38K - $5.41K
11.1K $320K
MNST
Monster Beverage Corp

Consumer Defensive
-40
- 1.02%
$55.01 - $64.24 $2.2K - $2.57K
3.89K $243K
JLL
Jones Lang Lasalle Inc

Real Estate
-3
- 0.14%
$204.57 - $256.96 $614 - $771
2.13K $545K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-162
- 6.45%
$103.49 - $133.44 $16.8K - $21.6K
2.35K $309K
DG
Dollar General Corp

Consumer Defensive
-1.05K
- 20.16%
$86.02 - $114.95 $89.9K - $120K
4.14K $473K
SBAC
Sba Communications Corp

Real Estate
-14
- 0.88%
$208.57 - $243.4 $2.92K - $3.41K
1.58K $371K
ISRG
Intuitive Surgical Inc

Healthcare
-80
- 5.75%
$451.58 - $565.94 $36.1K - $45.3K
1.31K $712K
MU
Micron Technology Inc

Technology
-497
- 21.05%
$64.72 - $127.91 $32.2K - $63.6K
1.86K $229K
VEA
Vanguard Ftse Developed Market

ETFs
-1.05K
- 7.59%
$45.65 - $57.01 $48K - $59.9K
12.8K $729K
VO
Vanguard Mid Cap ETF

ETFs
-426
- 6.18%
$228.54 - $279.83 $97.4K - $119K
6.47K $1.81M
GD
General Dynamics Corp

Industrials
-22
- 1.23%
$247.68 - $291.66 $5.45K - $6.42K
1.76K $513K
MCO
Moodys Corp

Financial Services
-32
- 2.6%
$396.7 - $501.59 $12.7K - $16.1K
1.2K $601K
AMAT
Applied Materials Inc

Technology
-461
- 15.43%
$126.95 - $183.52 $58.5K - $84.6K
2.53K $462K
STT
State Street Corp

Financial Services
-149
- 5.52%
$75.33 - $106.34 $11.2K - $15.8K
2.55K $271K
AXP
American Express CO

Financial Services
-24
- 2.56%
$231.39 - $318.98 $5.55K - $7.66K
915 $291K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-898
- 22.13%
$141.37 - $228.57 $127K - $205K
3.16K $715K
GAIN
Gladstone Investment Corporation\De

Financial Services
-3.83K
- 3.61%
$11.77 - $15.26 $45.1K - $58.5K
102K $1.46M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-1.98K
- 3.1%
$19.16 - $23.81 $38K - $47.2K
62K $1.48M
GLD
Spdr Gold Trust

ETFs
-18
- 0.54%
$273.71 - $316.29 $4.93K - $5.69K
3.31K $1.01M
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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