Legacy Capital Wealth Partners, LLC Portfolio Holdings
Legacy Capital Wealth Partners, LLC
- $445 Million
- Q2 2025
Legacy Capital Wealth Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $445 Million distributed in 366 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $38.9M, Hunt J B Transport Services Inc with a value of $17.1M, Gap Inc with a value of $11.7M, and Tesla, Inc. with a value of $10.3M.
Examining the 13F form we can see an increase of $7.31M in the current position value, from $437M to 445M.
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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 366
- Current Value $445 Million
- Prior Value $437 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 53 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 174 stocks