Legacy Capital Wealth Partners, LLC ETFs

Legacy Capital Wealth Partners, LLC

$437 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VOT Vanguard Mid Cap Growth Index	$0	$509,000 0.12% of portfolio	2,083	Q1 2025 Added 1.76%
VCIT Vanguard Intermediate Term Cor	$0	$508,000 0.12% of portfolio	6,220	Q1 2025 Added 0.81%
IWM Ishares Russell 2000 ETF	$0	$503,000 0.12% of portfolio	2,525	Q1 2025 Added 74.14%
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$460,000 0.11% of portfolio	15,516	Q1 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$459,000 0.1% of portfolio	10,975	Q1 2025 Reduced 7.9%
VBK Vanguard Small Cap Growth ETF	$0	$456,000 0.1% of portfolio	1,813	Q1 2025 Added 1.85%
SPXL Direxion Daily S&P 500 Bull 3 X	$0	$435,000 0.1% of portfolio	3,099	Q1 2025 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$428,000 0.1% of portfolio	8,867	Q4 2024 Reduced 2.74%
VNQ Vanguard Specialized Funds Van	$0	$427,000 0.1% of portfolio	4,721	Q1 2025 Added 3.64%
SPIB Spdr Portfolio Intermediate Te	$0	$419,000 0.1% of portfolio	12,614	Q4 2024 New
LONZ Pimco ETF Tr Sr Ln Active Exch	$0	$418,000 0.1% of portfolio	8,303	Q1 2025 Added 1.99%
SHY Ishares Barclays 1 3 Year Trea	$0	$415,000 0.09% of portfolio	5,025	Q1 2025 Reduced 16.65%
PULS Pgim ETF Tr	$0	$408,000 0.09% of portfolio	8,209	Q1 2025 Added 1.22%
JMBS Janus Detroit Str Tr Henderson	$0	$395,000 0.09% of portfolio	8,746	Q1 2025 Added 41.68%
JHMB John Hancock Exchange Traded	$0	$391,000 0.09% of portfolio	17,875	Q1 2025 Added 4.97%
QQQE Direxion Nasdaq 100 Equal Weig	$0	$374,000 0.09% of portfolio	4,299	Q1 2025 Reduced 1.56%
AGG Ishares Core U.S. Aggregate Bo	$0	$366,000 0.08% of portfolio	3,709	Q1 2025 Added 52.38%
XLU Utilities Sector Spdr	$0	$364,000 0.08% of portfolio	4,626	Q1 2025 Added 7.58%
MOAT Vaneck Morningstar Wide Moat E	$0	$338,000 0.08% of portfolio	3,943	Q1 2025 Added 28.23%
ACWV Ishares Msci Global Min Vol Fa	$0	$328,000 0.08% of portfolio	2,823	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$327,000 0.07% of portfolio	906	Q1 2025 Reduced 17.86%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$325,000 0.07% of portfolio	3,320	Q1 2025 Added 6.04%
VIG Vanguard Dividend Appreciation	$0	$324,000 0.07% of portfolio	1,781	Q1 2025 Added 14.17%
XLB Select Sector Spdr Fd Material	$0	$323,000 0.07% of portfolio	3,759	Q1 2025 Added 3.04%
HYZD Wisdomtree Tr Interest Rate He	$0	$323,000 0.07% of portfolio	14,800	Q4 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$321,000 0.07% of portfolio	14,937	Q1 2025 Added 3.64%
XCEM Columbia ETF Tr Ii	$0	$311,000 0.07% of portfolio	10,533	Q4 2024 New
CTA Simplify Exch Traded Fds Simpl	$0	$293,000 0.07% of portfolio	9,926	Q1 2025 Reduced 46.76%
VNLA Janus Henderson Short Duration	$0	$292,000 0.07% of portfolio	5,950	Q2 2024 New
DNOV First Tr ETF Viii Ft Cboe Vest	$0	$275,000 0.06% of portfolio	6,578	Q4 2024 New
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$274,000 0.06% of portfolio	10,854	Q1 2025 Reduced 41.12%
MUB Ishares National Muni Bond ETF	$0	$252,000 0.06% of portfolio	2,391	Q1 2025 Added 10.54%
JHMM John Hancock Multifactor Mid C	$0	$245,000 0.06% of portfolio	4,290	Q3 2024 Added 16.26%
IJH Ishares Core S&P Mid Cap ETF	$0	$238,000 0.05% of portfolio	4,091	Q4 2024 New
BOND Pimco Active Bond Exchange Tra	$0	$221,000 0.05% of portfolio	2,399	Q1 2025 Added 0.04%
IAU Ishares Gold Trust	$53.3B	$221,000 0.05% of portfolio	3,763	Q1 2025 New
TPYP Managed Portfolio Ser Tortoise	$0	$204,000 0.05% of portfolio	5,621	Q1 2025 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$203,000 0.05% of portfolio	2,581	Q3 2024 New
FTSM First Tr Enhanced Traded Fd Iv	$0	$200,000 0.05% of portfolio	3,344	Q1 2025 New
SOXL Direxion Daily Semiconductor B	$0	$159,000 0.04% of portfolio	10,000	Q1 2025 New

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