Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $437 Million
  • Q1 2025

Legacy Capital Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $437 Million distributed in 351 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $45.3M, Spdr S&P 500 ETF Trust with a value of $42.3M, Exxon Mobil Corp with a value of $24.7M, Hunt J B Transport Services Inc with a value of $17.7M, and Gap Inc with a value of $13.8M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $439M to 437M.

Legacy Capital Wealth Partners, LLC is based out at Little Rock, AR

Below you can find more details about Legacy Capital Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $437 Million
ETFs: $174 Million
Consumer Defensive: $55.2 Million
Financial Services: $43.6 Million
Energy: $40.8 Million
Industrials: $28.5 Million
Consumer Cyclical: $27.5 Million
Technology: $26.4 Million
Healthcare: $17 Million
Other: $18.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$262B
$45.3 Million 10.36% of portfolio
515,890
Q1 2025 Added 1.14%
$453B
$24.7 Million 5.65% of portfolio
207,671
Q1 2025 Added 1.32%
$15.3B
$17.7 Million 4.04% of portfolio
119,333
Q4 2024 Reduced 3.49%
$7.33B
$13.8 Million 3.15% of portfolio
683,271
Q1 2025 Added 202.3%
$67.9B
$7.75 Million 1.77% of portfolio
60,434
Q1 2025 Added 0.25%
$3.4T
$5.44 Million 1.24% of portfolio
24,485
Q1 2025 Added 2.64%
$336B
$4.56 Million 1.04% of portfolio
42,046
Q1 2025 Reduced 29.69%
$2.09T
$3.42 Million 0.78% of portfolio
17,986
Q1 2025 Added 0.53%
$3.38T
$3.38 Million 0.77% of portfolio
9,016
Q1 2025 Added 0.08%
$5.5B
$2.68 Million 0.61% of portfolio
61,727
Q1 2025 Reduced 0.11%
$592B
$2.21 Million 0.51% of portfolio
6,309
Q1 2025 Reduced 2.74%
$1.25T
$2.19 Million 0.5% of portfolio
3,802
Q1 2025 Reduced 0.78%
$278B
$2.03 Million 0.46% of portfolio
12,133
Q1 2025 Added 2.11%
$257B
$1.78 Million 0.41% of portfolio
3,407
Q1 2025 Reduced 7.94%
$183B
$1.73 Million 0.4% of portfolio
38,213
Q1 2025 Added 30.29%
$785B
$1.72 Million 0.39% of portfolio
7,006
Q1 2025 Reduced 4.87%
$2.24B
$1.63 Million 0.37% of portfolio
84,602
Q1 2025 Reduced 4.87%
$262B
$1.61 Million 0.37% of portfolio
10,126
Q1 2025 Reduced 7.35%
$5.18B
$1.58 Million 0.36% of portfolio
48,937
Q1 2025 Reduced 4.18%
$4.06B
$1.55 Million 0.35% of portfolio
27,433
Q1 2025 Reduced 14.32%
$0
$1.48 Million 0.34% of portfolio
66,796
Q1 2025 Reduced 4.62%
$0
$1.43 Million 0.33% of portfolio
63,971
Q1 2025 Reduced 4.57%
$0
$1.38 Million 0.32% of portfolio
67,859
Q1 2025 Reduced 4.29%
$0
$1.42 Million 0.32% of portfolio
106,088
Q1 2025 Added 11.84%
$518M
$1.4 Million 0.32% of portfolio
92,094
Q1 2025 Reduced 2.43%
$579M
$1.34 Million 0.31% of portfolio
60,238
Q1 2025 Reduced 3.31%
$957B
$1.37 Million 0.31% of portfolio
8,832
Q1 2025 Added 1.55%
$5.27B
$1.25 Million 0.29% of portfolio
93,508
Q1 2025 Reduced 3.99%
$204B
$1.28 Million 0.29% of portfolio
4,106
Q1 2025 Reduced 2.91%
$388B
$1.26 Million 0.29% of portfolio
3,427
Q1 2025 Reduced 1.13%
$142B
$1.22 Million 0.28% of portfolio
5,159
Q1 2025 Reduced 0.14%
$555B
$1.2 Million 0.28% of portfolio
2,197
Q1 2025 Reduced 0.63%
$524B
$1.12 Million 0.26% of portfolio
1,202
Q1 2025 Reduced 5.13%
$694B
$1.08 Million 0.25% of portfolio
2,022
Q1 2025 Added 1.05%
$10.9B
$1.06 Million 0.24% of portfolio
803
Q1 2025 Reduced 12.53%
$113B
$1.03 Million 0.24% of portfolio
4,220
Q1 2025 Reduced 9.69%
$1.22B
$992,000 0.23% of portfolio
49,114
Q2 2024 New
$66.2B
$1.02 Million 0.23% of portfolio
24,138
Q1 2025 Reduced 6.89%
$157B
$1.01 Million 0.23% of portfolio
17,023
Q1 2025 Added 8.17%
$144B
$1 Million 0.23% of portfolio
4,304
Q1 2025 Reduced 21.92%
$391B
$981,000 0.22% of portfolio
5,920
Q1 2025 Reduced 7.04%
$54.8B
$960,000 0.22% of portfolio
972
Q1 2025 Reduced 5.54%
$63.5B
$959,000 0.22% of portfolio
3,628
Q1 2025 Reduced 1.65%
$385B
$974,000 0.22% of portfolio
5,716
Q1 2025 Added 0.18%
$114B
$970,000 0.22% of portfolio
10,805
Q1 2025 Reduced 8.14%
$321B
$901,000 0.21% of portfolio
4,302
Q1 2025 Added 3.66%
$71.6B
$900,000 0.21% of portfolio
15,063
Q1 2025 Reduced 9.34%
$86B
$928,000 0.21% of portfolio
648
Q1 2025 Added 1.57%
$697B
$909,000 0.21% of portfolio
1,101
Q1 2025 Added 30.76%

Summary

  • Portfolio
  • No. of Stocks 351
  • Current Value $437 Million
  • Prior Value $439 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 40 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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