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
BOND
Pimco Active Bond Exchange Tra

ETFs
-5
- 0.21%
$90.42 - $94.5 $452 - $473
2.4K $216K
PULS
Pgim ETF Tr

ETFs
-172
- 2.08%
$49.51 - $49.79 $8.52K - $8.56K
8.11K $401K
JKHY
Henry Jack & Associates Inc

Technology
-24
- 0.57%
$171.12 - $186.18 $4.11K - $4.47K
4.19K $735K
SYK
Stryker Corp

Healthcare
-14
- 2.01%
$345.14 - $392.15 $4.83K - $5.49K
683 $245K
TRV
Travelers Companies, Inc.

Financial Services
-120
- 3.15%
$225.97 - $266.66 $27.1K - $32K
3.69K $888K
VIG
Vanguard Dividend Appreciation

ETFs
-14
- 0.89%
N/A
1.56K $284K
Gladstone Capital Corp
-3.97K
- 5.63%
N/A
66.6K $0
Gsk PLC
-23.7K
- 59.55%
N/A
16.1K $0
FSCO
Fs Cr Opportunities Corp Com
-40.6K
- 58.5%
N/A
28.8K $0
Ea Series Trust
-615
- 3.62%
N/A
16.4K $0
HEIA
Heico Crp Cl A
-32
- 1.75%
N/A
1.8K $0
Canadian Pacific Kansas City
-5.57K
- 52.92%
N/A
4.95K $0
Brookfield Corp
-7.69K
- 56.19%
N/A
5.99K $0
Linde PLC
-1.68K
- 52.25%
N/A
1.54K $0
SSB
South State Corp

Financial Services
-49
- 2.09%
$94.05 - $111.93 $4.61K - $5.48K
2.3K $228K
KKR
Kkr & Co. Inc.

Financial Services
-212
- 10.51%
$129.87 - $162.87 $27.5K - $34.5K
1.81K $267K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.7K
- 34.93%
$213.65 - $479.86 $363K - $816K
3.17K $1.28M
FTSL
First Trust Senior Ln Fund

ETFs
-125
- 0.36%
$45.9 - $46.48 $5.74K - $5.81K
34.7K $1.61M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-53
- 0.64%
$76.21 - $82.24 $4.04K - $4.36K
8.22K $640K
SRE
Sempra Energy

Utilities
-242
- 3.39%
$80.81 - $94.77 $19.6K - $22.9K
6.91K $605K
CTRA
Coterra Energy Inc.

Energy
-1.14K
- 4.65%
$22.71 - $27.63 $25.8K - $31.4K
23.3K $595K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-102
- 2.56%
$178.39 - $215.0 $18.2K - $21.9K
3.89K $749K
TJX
Tjx Companies Inc

Consumer Cyclical
-59
- 1.04%
$112.15 - $127.2 $6.62K - $7.5K
5.59K $675K
ENB
Enbridge Inc

Energy
-282
- 2.17%
$40.4 - $43.92 $11.4K - $12.4K
12.7K $539K
T
At&T Inc.

Communication Services
-732
- 1.96%
$21.22 - $23.88 $15.5K - $17.5K
36.6K $833K
GL
Globe Life Inc.

Financial Services
-91
- 2.14%
$103.49 - $116.02 $9.42K - $10.6K
4.16K $463K
BX
Blackstone Inc.

Financial Services
-51
- 3.68%
$148.45 - $199.05 $7.57K - $10.2K
1.34K $230K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-585
- 3.04%
$25.8 - $28.97 $15.1K - $16.9K
18.6K $519K
TRIN
Trinity Capital Inc.

Financial Services
-4.59K
- 4.63%
$13.11 - $14.87 $60.1K - $68.2K
94.4K $1.37M
AXP
American Express CO

Financial Services
-24
- 2.06%
$267.35 - $305.57 $6.42K - $7.33K
1.14K $339K
FDUS
Fidus Investment Corp

Financial Services
-3.82K
- 5.12%
$19.1 - $21.49 $73K - $82.1K
70.9K $1.49M
FTLS
First Tr Long/Short Equity ETF

ETFs
-64
- 0.45%
$63.1 - $67.29 $4.04K - $4.31K
14.2K $935K
DIS
Walt Disney CO

Communication Services
-860
- 9.72%
$92.39 - $117.6 $79.5K - $101K
7.99K $889K
COF
Capital One Financial Corp

Financial Services
-45
- 2.12%
$145.19 - $192.01 $6.53K - $8.64K
2.08K $370K
AMP
Ameriprise Financial Inc

Financial Services
-17
- 1.66%
$473.15 - $574.01 $8.04K - $9.76K
1.01K $535K
SCHW
Schwab Charles Corp

Financial Services
-230
- 2.77%
$63.31 - $82.85 $14.6K - $19.1K
8.06K $596K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-13
- 0.6%
$146.47 - $191.01 $1.9K - $2.48K
2.17K $403K
RKLB
Rocket Lab Usa, Inc.

Industrials
-14.4K
- 49.59%
$9.23 - $28.44 $133K - $410K
14.6K $372K
OZK
Bank Ozk

Financial Services
-43
- 0.07%
$41.39 - $50.55 $1.78K - $2.17K
61.8K $2.75M
APP
App Lovin Corp

Technology
-388
- 18.93%
$130.67 - $401.5 $50.7K - $156K
1.66K $538K
AMZN
Amazon Com Inc

Consumer Cyclical
-309
- 1.7%
$180.88 - $232.93 $55.9K - $72K
17.9K $3.93M
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
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email