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 Market Cap. of $10 Billions to $200 Billions
