Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $381 Million
  • Q2 2024

Legacy Capital Wealth Partners, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $381 Million distributed in 298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $32M, Gap Inc with a value of $20.7M, Hunt J B Transport Services Inc with a value of $19.8M, Spdr S&P 500 ETF Trust with a value of $16.7M, and First Trust Rising Dividend Ac with a value of $10.6M.

Examining the 13F form we can see an increase of $227M in the current position value, from $154M to 381M.

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 $381 Million
ETFs: $137 Million
Financial Services: $53.7 Million
Consumer Defensive: $41 Million
Consumer Cyclical: $34 Million
Technology: $33.6 Million
Industrials: $29.7 Million
Energy: $15.9 Million
Healthcare: $15.7 Million
Other: $14.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114B
$1.42 Million 0.37% of portfolio
13,536
Q2 2024 New
$0
$1.43 Million 0.37% of portfolio
101,956
Q2 2024 New
$5.27B
$1.43 Million 0.37% of portfolio
106,494
Q2 2024 New
$220B
$1.4 Million 0.37% of portfolio
4,626
Q2 2024 New
$0
$1.37 Million 0.36% of portfolio
26,264
Q2 2024 New
$0
$1.3 Million 0.34% of portfolio
20,290
Q2 2024 New
$188B
$1.3 Million 0.34% of portfolio
31,637
Q2 2024 New
$0
$1.28 Million 0.34% of portfolio
7,787
Q2 2024 New
$0
$1.27 Million 0.33% of portfolio
16,158
Q2 2024 New
$979B
$1.19 Million 0.31% of portfolio
6,555
Q2 2024 New
$15.8B
$1.18 Million 0.31% of portfolio
29,378
Q2 2024 New
$409B
$1.15 Million 0.3% of portfolio
3,338
Q2 2024 New
$173B
$1.12 Million 0.3% of portfolio
3,600
Q2 2024 Reduced 65.97%
$110B
$1.15 Million 0.3% of portfolio
9,305
Q2 2024 New
$483B
$1.12 Million 0.29% of portfolio
9,746
Q2 2024 Added 53.14%
$0
$1.09 Million 0.29% of portfolio
25,617
Q2 2024 New
$52.3B
$1.11 Million 0.29% of portfolio
1,234
Q2 2024 New
$55B
$1.07 Million 0.28% of portfolio
25,128
Q2 2024 New
$150B
$1.06 Million 0.28% of portfolio
4,696
Q2 2024 New
$67.6B
$1.06 Million 0.28% of portfolio
26,768
Q2 2024 New
$422B
$1.05 Million 0.28% of portfolio
7,174
Q2 2024 Added 141.06%
$471B
$1.08 Million 0.28% of portfolio
2,449
Q2 2024 New
$310B
$1.03 Million 0.27% of portfolio
16,139
Q2 2024 New
$241B
$985,000 0.26% of portfolio
1,783
Q2 2024 New
$111B
$993,000 0.26% of portfolio
4,714
Q2 2024 New
$288B
$999,000 0.26% of portfolio
8,074
Q2 2024 New
$119B
$1.01 Million 0.26% of portfolio
12,789
Q2 2024 New
$187B
$941,000 0.25% of portfolio
9,291
Q2 2024 Added 344.12%
$69.9B
$931,000 0.24% of portfolio
580
Q2 2024 New
$0
$900,000 0.24% of portfolio
9,515
Q2 2024 New
$153B
$876,000 0.23% of portfolio
1,876
Q2 2024 Reduced 52.76%
$411B
$890,000 0.23% of portfolio
5,398
Q2 2024 Added 58.9%
$167B
$857,000 0.23% of portfolio
1,922
Q2 2024 New
$175B
$881,000 0.23% of portfolio
8,878
Q2 2024 New
$177B
$853,000 0.22% of portfolio
4,387
Q2 2024 Reduced 74.04%
$56.4B
$841,000 0.22% of portfolio
21,666
Q2 2024 New
$19.7B
$852,000 0.22% of portfolio
6,444
Q2 2024 Added 123.28%
$595B
$795,000 0.21% of portfolio
1,955
Q2 2024 New
$6.84B
$801,000 0.21% of portfolio
1,091
Q2 2024 New
$120B
$812,000 0.21% of portfolio
3,186
Q2 2024 New
$23B
$768,000 0.2% of portfolio
1,896
Q2 2024 Added 48.13%
$12.8B
$748,000 0.2% of portfolio
4,511
Q2 2024 New
$32.8B
$766,000 0.2% of portfolio
3,891
Q2 2024 New
$273B
$745,000 0.2% of portfolio
5,221
Q2 2024 New
$97.9B
$768,000 0.2% of portfolio
5,619
Q2 2024 Added 9.51%
$52.6B
$777,000 0.2% of portfolio
5,347
Q2 2024 New
$84.6B
$725,000 0.19% of portfolio
3,374
Q2 2024 Added 40.0%
$156B
$713,000 0.19% of portfolio
37,348
Q2 2024 Added 54.74%
$18.9B
$730,000 0.19% of portfolio
27,400
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $381 Million
  • Prior Value $154 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 262 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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