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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$45.3 Million 10.36% of portfolio
515,890
Q1 2025 Added 1.14%
$0
$42.3 Million 9.68% of portfolio
75,690
Q1 2025 Reduced 3.8%
$430B
$24.7 Million 5.65% of portfolio
207,671
Q1 2025 Added 1.32%
$13.8B
$17.7 Million 4.04% of portfolio
119,333
Q4 2024 Reduced 3.49%
$7.33B
$13.8 Million 3.15% of portfolio
683,271
Q1 2025 Added 202.3%
$0
$11.8 Million 2.7% of portfolio
1,017,329
Q1 2025 New
$0
$9.78 Million 2.24% of portfolio
167,108
Q1 2025 Reduced 13.0%
$0
$8.42 Million 1.93% of portfolio
14,989
Q1 2025 Added 7.59%
$0
$7.98 Million 1.83% of portfolio
80,370
Q1 2025 Reduced 14.07%
$0
$7.85 Million 1.79% of portfolio
69,638
Q1 2025 Reduced 13.53%
$63.6B
$7.75 Million 1.77% of portfolio
60,434
Q1 2025 Added 0.25%
$0
$6.93 Million 1.58% of portfolio
13,485
Q1 2025 Reduced 7.71%
$0
$5.73 Million 1.31% of portfolio
125,862
Q1 2025 Reduced 14.34%
$3.2T
$5.44 Million 1.24% of portfolio
24,485
Q1 2025 Added 2.64%
$0
$4.6 Million 1.05% of portfolio
45,743
Q1 2025 Reduced 2.08%
$284B
$4.56 Million 1.04% of portfolio
42,046
Q1 2025 Reduced 29.69%
$0
$3.53 Million 0.81% of portfolio
69,626
Q1 2025 Added 12.97%
$1.9T
$3.42 Million 0.78% of portfolio
17,986
Q1 2025 Added 0.53%
$3.25T
$3.38 Million 0.77% of portfolio
9,016
Q1 2025 Added 0.08%
$0
$2.71 Million 0.62% of portfolio
53,171
Q1 2025 Added 1.75%
$5.21B
$2.68 Million 0.61% of portfolio
61,727
Q1 2025 Reduced 0.11%
$0
$2.43 Million 0.56% of portfolio
62,735
Q1 2025 Added 440.45%
$570B
$2.21 Million 0.51% of portfolio
6,309
Q1 2025 Reduced 2.74%
$0
$2.19 Million 0.5% of portfolio
58,079
Q1 2025 Added 7.42%
$1.25T
$2.19 Million 0.5% of portfolio
3,802
Q1 2025 Reduced 0.78%
$9.66B
$2.03 Million 0.46% of portfolio
32,769
Q1 2025 Added 0.62%
$265B
$2.03 Million 0.46% of portfolio
12,133
Q1 2025 Added 2.11%
$0
$1.98 Million 0.45% of portfolio
34,677
Q1 2025 Reduced 6.67%
$0
$1.88 Million 0.43% of portfolio
29,460
Q1 2025 Reduced 7.96%
$0
$1.88 Million 0.43% of portfolio
61,218
Q1 2025 Reduced 7.1%
$0
$1.89 Million 0.43% of portfolio
23,151
Q1 2025 Added 35.7%
$379B
$1.78 Million 0.41% of portfolio
3,407
Q1 2025 Reduced 7.94%
$0
$1.78 Million 0.41% of portfolio
6,892
Q1 2025 Added 3.62%
$0
$1.74 Million 0.4% of portfolio
4,690
Q1 2025 Added 3.24%
$183B
$1.73 Million 0.4% of portfolio
38,213
Q1 2025 Added 30.29%
$0
$1.71 Million 0.39% of portfolio
16,353
Q1 2025 Added 13.96%
$741B
$1.72 Million 0.39% of portfolio
7,006
Q1 2025 Reduced 4.87%
$2.41B
$1.68 Million 0.38% of portfolio
110,979
Q1 2025 Reduced 7.36%
$2.22B
$1.63 Million 0.37% of portfolio
84,602
Q1 2025 Reduced 4.87%
$268B
$1.61 Million 0.37% of portfolio
10,126
Q1 2025 Reduced 7.35%
$4.87B
$1.58 Million 0.36% of portfolio
48,937
Q1 2025 Reduced 4.18%
$0
$1.52 Million 0.35% of portfolio
20,670
Q1 2025 Reduced 9.49%
$4B
$1.55 Million 0.35% of portfolio
27,433
Q1 2025 Reduced 14.32%
$0
$1.48 Million 0.34% of portfolio
66,796
Q1 2025 Reduced 4.62%
$0
$1.48 Million 0.34% of portfolio
17,031
Q1 2025 Added 219.29%
$0
$1.43 Million 0.33% of portfolio
21,815
Q1 2025 Reduced 5.93%
$0
$1.43 Million 0.33% of portfolio
63,971
Q1 2025 Reduced 4.57%
$0
$1.4 Million 0.32% of portfolio
8,111
Q1 2025 Added 10.25%
$0
$1.38 Million 0.32% of portfolio
67,859
Q1 2025 Reduced 4.29%

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
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email