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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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