Legacy Capital Wealth Partners, LLC Sells in Q4 2024

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
-794
- 19.69%
N/A
3.24K $599K
ABBV
Abb Vie Inc.

Healthcare
-319
- 7.14%
$164.99 - $203.87 $52.6K - $65K
4.15K $737K
CSL
Carlisle Companies Inc

Industrials
-15
- 0.87%
$368.67 - $480.91 $5.53K - $7.21K
1.71K $629K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-2.29K
- 33.34%
$61.21 - $76.19 $140K - $175K
4.58K $343K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.89K
- 13.11%
$31.24 - $37.15 $59K - $70.2K
12.5K $402K
WDAY
Workday, Inc.

Technology
-584
- 38.7%
$233.85 - $279.91 $137K - $163K
925 $238K
GWW
W.W. Grainger, Inc.

Industrials
-131
- 11.29%
$1023.06 - $1220.93 $134K - $160K
1.03K $1.08M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.35K
- 4.67%
$24.55 - $25.16 $82.3K - $84.4K
68.5K $1.69M
PNNT
Pennantpark Investment Corp

Financial Services
-19.7K
- 8.19%
$6.64 - $7.08 $131K - $139K
221K $1.56M
AMT
American Tower Corp

Real Estate
-181
- 10.81%
$179.4 - $232.01 $32.5K - $42K
1.49K $273K
HMC
Honda Motor CO LTD

Consumer Cyclical
-2.6K
- 21.56%
$23.7 - $32.62 $61.6K - $84.8K
9.46K $270K
GD
General Dynamics Corp

Industrials
-140
- 7.15%
$260.28 - $314.03 $36.4K - $44K
1.82K $479K
SYY
Sysco Corp

Consumer Defensive
-1.07K
- 11.45%
$73.63 - $81.77 $78.9K - $87.7K
8.29K $633K
ROST
Ross Stores, Inc.

Consumer Cyclical
-654
- 11.7%
$138.59 - $156.61 $90.6K - $102K
4.94K $746K
ARCC
Ares Capital Corp

Financial Services
-7.65K
- 9.84%
$20.74 - $22.27 $159K - $170K
70K $1.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.02K
- 20.67%
$172.07 - $207.36 $176K - $212K
3.93K $775K
NOW
Service Now, Inc.

Technology
-182
- 26.65%
$867.18 - $1148.42 $158K - $209K
501 $531K
APO
Apollo Global Management, Inc.

Financial Services
-1.86K
- 32.72%
$131.36 - $178.61 $244K - $332K
3.82K $630K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-458
- 3.04%
$521.84 - $558.82 $239K - $256K
14.6K $7.87M
APD
Air Products & Chemicals, Inc.

Basic Materials
-202
- 8.82%
$285.5 - $335.62 $57.7K - $67.8K
2.09K $605K
PR
Permian Resources Corporation

Energy
-6.28K
- 34.51%
$13.41 - $16.21 $84.2K - $102K
11.9K $171K
WEST
Westrock Coffee Holdings, LLC
-10.3K
- 28.22%
$5.53 - $8.26 $56.9K - $85K
26.2K $164K
CVX
Chevron Corp

Energy
-280
- 2.3%
$141.15 - $162.53 $39.5K - $45.5K
11.9K $1.72M
SE
Sea LTD

Consumer Cyclical
-1.14K
- 26.42%
$93.56 - $117.41 $107K - $134K
3.17K $336K
SCI
Service Corp International

Consumer Cyclical
-966
- 13.44%
$73.36 - $88.6 $70.9K - $85.6K
6.22K $496K
AGNC
Agnc Investment Corp.

Real Estate
-3.22K
- 10.97%
$9.21 - $10.59 $29.7K - $34.1K
26.1K $240K
SHEL
Shell PLC

Energy
-695
- 10.41%
$60.63 - $70.23 $42.1K - $48.8K
5.98K $375K
VEA
Vanguard Ftse Developed Market

ETFs
-15
- 0.13%
$47.57 - $52.44 $714 - $787
11.6K $555K
NNN
National Retail Properties, Inc.

Real Estate
-193
- 2.92%
$39.77 - $49.34 $7.68K - $9.52K
6.41K $261K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-401
- 0.85%
$100.22 - $100.73 $40.2K - $40.4K
46.7K $4.69M
HYLS
First Tr Tactical High Yield L

ETFs
-591
- 1.26%
$41.29 - $42.03 $24.4K - $24.8K
46.2K $1.91M
ABT
Abbott Laboratories

Healthcare
-386
- 5.72%
$111.93 - $119.39 $43.2K - $46.1K
6.36K $719K
BRO
Brown & Brown, Inc.

Financial Services
-365
- 5.77%
$100.93 - $113.42 $36.8K - $41.4K
5.96K $608K
HTGC
Hercules Capital, Inc.

Financial Services
-4.28K
- 4.59%
$18.53 - $20.22 $79.3K - $86.5K
88.9K $1.79M
ROP
Roper Technologies Inc

Industrials
-13
- 1.7%
$519.85 - $575.95 $6.76K - $7.49K
750 $389K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-239
- 3.81%
$81.68 - $82.93 $19.5K - $19.8K
6.03K $494K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-126
- 7.22%
$176.42 - $186.91 $22.2K - $23.6K
1.62K $288K
DUK
Duke Energy Corp

Utilities
-61
- 2.97%
$105.76 - $120.76 $6.45K - $7.37K
2K $214K
RTO
Rentokil Initial PLC

Industrials
-1.12K
- 8.87%
$22.92 - $26.98 $25.7K - $30.2K
11.5K $291K
MCO
Moodys Corp

Financial Services
-45
- 3.74%
$454.04 - $500.88 $20.4K - $22.5K
1.16K $547K
AVB
Avalonbay Communities Inc

Real Estate
-70
- 4.56%
$216.28 - $237.81 $15.1K - $16.6K
1.46K $322K
USB
Us Bancorp \De\

Financial Services
-1.65K
- 5.99%
$43.98 - $53.66 $72.7K - $88.7K
25.9K $1.24M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-250
- 2.74%
$47.58 - $48.56 $11.9K - $12.1K
8.87K $423K
WM
Waste Management Inc

Industrials
-33
- 1.69%
$201.79 - $228.46 $6.66K - $7.54K
1.92K $386K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-187
- 4.11%
$89.01 - $96.24 $16.6K - $18K
4.37K $392K
GPN
Global Payments Inc

Industrials
-525
- 12.43%
$97.57 - $119.38 $51.2K - $62.7K
3.7K $414K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-236
- 1.44%
$35.45 - $40.33 $8.37K - $9.52K
16.2K $580K
VMC
Vulcan Materials CO

Basic Materials
-107
- 6.51%
$237.95 - $292.31 $25.5K - $31.3K
1.54K $395K
ANSS
Ansys Inc

Technology
-118
- 8.83%
$313.05 - $361.45 $36.9K - $42.7K
1.22K $410K
Activity Summary
Buys All Purchases 131 New Holdings 43 Increased Positions 88 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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