Legacy Capital Wealth Partners, LLC Sells in Q3 2024

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
-2
- 0.1%
$196.96 - $223.45 $394 - $447
1.95K $404K
AOS
Smith A O Corp

Industrials
-345
- 12.4%
$76.95 - $91.98 $26.5K - $31.7K
2.44K $218K
PANW
Palo Alto Networks Inc

Technology
-24
- 2.76%
$294.18 - $368.01 $7.06K - $8.83K
846 $289K
PPG
Ppg Industries Inc

Basic Materials
-246
- 5.76%
$118.32 - $134.55 $29.1K - $33.1K
4.02K $532K
JKHY
Henry Jack & Associates Inc

Technology
-294
- 6.52%
$160.87 - $177.06 $47.3K - $52.1K
4.22K $744K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.2K
- 11.48%
$64.35 - $75.71 $77K - $90.6K
9.23K $680K
Gladstone Capital Corp
-3.51K
- 4.73%
N/A
70.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
-327
- 3.91%
N/A
8.04K $0
HEIA
Heico Crp Cl A
-217
- 10.6%
N/A
1.83K $0
Kenvue Inc
-3.16K
- 7.44%
N/A
39.3K $0
TSCO
Tractor Supply CO

Consumer Cyclical
-166
- 7.1%
$251.95 - $290.93 $41.8K - $48.3K
2.17K $631K
Pimco ETF Tr
-289
- 1.1%
N/A
26.1K $0
URI
United Rentals, Inc.

Industrials
-69
- 19.22%
$627.41 - $814.1 $43.3K - $56.2K
290 $234K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-246
- 5.22%
$210.25 - $231.86 $51.7K - $57K
4.47K $996K
CSL
Carlisle Companies Inc

Industrials
-174
- 9.18%
$376.5 - $449.34 $65.5K - $78.2K
1.72K $773K
GD
General Dynamics Corp

Industrials
-55
- 2.73%
$279.51 - $308.09 $15.4K - $16.9K
1.96K $591K
FIS
Fidelity National Information Services, Inc.

Technology
-409
- 8.45%
$72.8 - $85.04 $29.8K - $34.8K
4.43K $371K
SYK
Stryker Corp

Healthcare
-5
- 0.71%
$315.94 - $371.96 $1.58K - $1.86K
697 $251K
GAIN
Gladstone Investment Corporation\De

Financial Services
-2.37K
- 2.32%
$12.51 - $14.45 $29.6K - $34.2K
99.6K $1.44M
SHW
Sherwin Williams CO

Basic Materials
-231
- 18.78%
$294.65 - $384.0 $68.1K - $88.7K
999 $381K
SLI
Standard Lithium Ltd.

Basic Materials
-3K
- 5.06%
$1.1 - $1.69 $3.3K - $5.07K
56.3K $90K
DFS
Discover Financial Services

Financial Services
-4
- 0.16%
$123.41 - $144.72 $494 - $579
2.5K $351K
AJG
Arthur J. Gallagher & Co.

Financial Services
-54
- 2.81%
$259.22 - $299.75 $14K - $16.2K
1.87K $525K
AVB
Avalonbay Communities Inc

Real Estate
-7
- 0.45%
$200.95 - $234.65 $1.41K - $1.64K
1.53K $345K
AMGN
Amgen Inc

Healthcare
-25
- 0.69%
$309.38 - $337.38 $7.73K - $8.43K
3.58K $1.15M
HLN
Haleon PLC

Healthcare
-4.08K
- 13.04%
$8.32 - $10.7 $33.9K - $43.6K
27.2K $287K
BRO
Brown & Brown, Inc.

Financial Services
-605
- 8.73%
$89.11 - $105.82 $53.9K - $64K
6.33K $655K
MET
Metlife Inc

Financial Services
-36
- 1.1%
$67.96 - $82.48 $2.45K - $2.97K
3.23K $265K
KO
Coca Cola CO

Consumer Defensive
-1.26K
- 7.79%
$62.69 - $73.01 $78.9K - $91.8K
14.9K $1.07M
ANET
Arista Networks, Inc.

Technology
-26
- 1.62%
$311.42 - $388.21 $8.1K - $10.1K
1.58K $607K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-472
- 10.58%
$156.14 - $187.2 $73.7K - $88.4K
3.99K $737K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1
- 0.05%
$112.12 - $149.09 $112 - $149
2.18K $322K
SCI
Service Corp International

Consumer Cyclical
-106
- 1.45%
$69.55 - $80.63 $7.37K - $8.55K
7.19K $566K
APD
Air Products & Chemicals, Inc.

Basic Materials
-123
- 5.1%
$247.34 - $300.11 $30.4K - $36.9K
2.29K $681K
AMT
American Tower Corp

Real Estate
-6
- 0.36%
$192.27 - $242.73 $1.15K - $1.46K
1.67K $389K
STT
State Street Corp

Financial Services
-348
- 5.32%
$73.37 - $89.31 $25.5K - $31.1K
6.19K $547K
TMUS
T Mobile Us, Inc.

Communication Services
-13
- 0.55%
$175.14 - $206.36 $2.28K - $2.68K
2.35K $484K
WMB
Williams Companies, Inc.

Energy
-224
- 0.89%
$41.24 - $46.22 $9.24K - $10.4K
24.9K $1.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-71
- 3.98%
$531.86 - $624.21 $37.8K - $44.3K
1.71K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 1.94%
$405.19 - $478.57 $15.4K - $18.2K
1.92K $882K
INGR
Ingredion Inc

Consumer Defensive
-12
- 0.3%
$111.98 - $137.59 $1.34K - $1.65K
4.03K $553K
GWW
W.W. Grainger, Inc.

Industrials
-74
- 6.0%
$896.19 - $1044.18 $66.3K - $77.3K
1.16K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-601
- 3.84%
$475.2 - $527.7 $286K - $317K
15.1K $7.95M
LMT
Lockheed Martin Corp

Industrials
-104
- 5.54%
$460.3 - $584.56 $47.9K - $60.8K
1.77K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
-96
- 2.88%
$333.64 - $405.2 $32K - $38.9K
3.24K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
-125
- 1.35%
$101.25 - $127.45 $12.7K - $15.9K
9.17K $1.11M
IEFA
Ishares Tr

ETFs
-5.02K
- 4.74%
$70.09 - $78.74 $352K - $395K
101K $7.87M
LOW
Lowes Companies Inc

Consumer Cyclical
-579
- 8.17%
$213.3 - $270.78 $124K - $157K
6.5K $1.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-151
- 1.02%
$520.18 - $576.82 $78.5K - $87.1K
14.6K $8.44M
Activity Summary
Buys All Purchases 242 New Holdings 80 Increased Positions 162 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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