Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

Legacy Capital Wealth Partners, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $574 Million distributed in 359 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $89M, Walmart Inc. with a value of $39.9M, Exxon Mobil Corp with a value of $25.2M, Hunt J B Transport Services Inc with a value of $21.3M, and Gap Inc with a value of $17.4M.

Examining the 13F form we can see an increase of $193M in the current position value, from $381M to 574M.

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 $574 Million
ETFs: $237 Million
Financial Services: $63.5 Million
Consumer Defensive: $51.9 Million
Technology: $47.2 Million
Energy: $42.7 Million
Industrials: $36.9 Million
Consumer Cyclical: $36 Million
Healthcare: $25.1 Million
Other: $25.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.97 Million 0.52% of portfolio
144,698
Q3 2024 Added 98.63%
$0
$1.68 Million 0.29% of portfolio
240,200
Q3 2024 Added 1.58%
$0
$1.63 Million 0.28% of portfolio
77,681
Q3 2024 Added 1.69%
$0
$1.46 Million 0.26% of portfolio
74,719
Q3 2024 Reduced 4.28%
$0
$1.44 Million 0.25% of portfolio
99,589
Q3 2024 Reduced 2.32%
$239K
$1,000 0.0% of portfolio
135,010
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 359
  • Current Value $574 Million
  • Prior Value $381 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 80 stocks
  • Additional Purchases 162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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