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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.3B
$1.79 Million 0.31% of portfolio
41,984
Q3 2024 Added 93.78%
$163B
$1.76 Million 0.31% of portfolio
6,504
Q3 2024 Reduced 8.17%
$117B
$1.73 Million 0.3% of portfolio
6,005
Q3 2024 Added 88.48%
$225B
$1.7 Million 0.3% of portfolio
4,805
Q3 2024 Added 3.87%
$0
$1.68 Million 0.29% of portfolio
240,200
Q3 2024 Added 1.58%
$633M
$1.65 Million 0.29% of portfolio
65,164
Q3 2024 Reduced 4.2%
$7.66B
$1.66 Million 0.29% of portfolio
31,766
Q3 2024 New
$0
$1.59 Million 0.28% of portfolio
3,261
Q3 2024 New
$84.4B
$1.62 Million 0.28% of portfolio
6,682
Q3 2024 Added 98.04%
$0
$1.6 Million 0.28% of portfolio
34,845
Q3 2024 Reduced 6.8%
$0
$1.63 Million 0.28% of portfolio
77,681
Q3 2024 Added 1.69%
$34.8B
$1.53 Million 0.27% of portfolio
7,107
Q3 2024 Added 82.65%
$0
$1.52 Million 0.26% of portfolio
5,744
Q3 2024 Reduced 82.85%
$0
$1.46 Million 0.26% of portfolio
74,719
Q3 2024 Reduced 4.28%
$236B
$1.41 Million 0.25% of portfolio
26,467
Q3 2024 Added 105.25%
$0
$1.44 Million 0.25% of portfolio
99,589
Q3 2024 Reduced 2.32%
$0
$1.39 Million 0.24% of portfolio
26,264
Q2 2024 New
$0
$1.35 Million 0.24% of portfolio
16,197
Q3 2024 Added 0.24%
$120B
$1.4 Million 0.24% of portfolio
24,274
Q3 2024 Added 114.21%
$74.7B
$1.36 Million 0.24% of portfolio
1,180
Q3 2024 Added 348.67%
$1.06T
$1.38 Million 0.24% of portfolio
8,304
Q3 2024 Added 26.68%
$409B
$1.31 Million 0.23% of portfolio
3,242
Q3 2024 Reduced 2.88%
$151B
$1.32 Million 0.23% of portfolio
15,575
Q3 2024 Added 86.73%
$499M
$1.34 Million 0.23% of portfolio
98,970
Q3 2024 Reduced 3.19%
$1.08T
$1.27 Million 0.22% of portfolio
4,870
Q3 2024 Added 93.64%
$75.4B
$1.26 Million 0.22% of portfolio
27,577
Q3 2024 Added 3.02%
$514B
$1.2 Million 0.21% of portfolio
7,023
Q3 2024 Added 79.71%
$59.5B
$1.21 Million 0.21% of portfolio
1,160
Q3 2024 Reduced 6.0%
$0
$1.18 Million 0.21% of portfolio
11,676
Q3 2024 Added 90.01%
$400B
$1.18 Million 0.21% of portfolio
7,295
Q3 2024 Added 1.69%
$8.24B
$1.19 Million 0.21% of portfolio
1,979
Q3 2024 Added 87.76%
$2.14B
$1.2 Million 0.21% of portfolio
49,114
Q2 2024 New
$71.5B
$1.14 Million 0.2% of portfolio
24,904
Q3 2024 Reduced 0.89%
$16.6B
$1.14 Million 0.2% of portfolio
18,431
Q3 2024 Added 76.95%
$112B
$1.17 Million 0.2% of portfolio
12,978
Q3 2024 Added 1.48%
$175B
$1.13 Million 0.2% of portfolio
9,315
Q3 2024 New
$12.3B
$1.16 Million 0.2% of portfolio
4,300
Q3 2024 Added 77.32%
$154B
$1.15 Million 0.2% of portfolio
3,575
Q3 2024 Reduced 0.69%
$144B
$1.16 Million 0.2% of portfolio
4,729
Q3 2024 Added 0.7%
$0
$1.07 Million 0.19% of portfolio
34,633
Q3 2024 Added 66.62%
$272B
$1.07 Million 0.19% of portfolio
14,881
Q3 2024 Reduced 7.79%
$0
$1.08 Million 0.19% of portfolio
15,386
Q3 2024 Added 80.63%
$0
$1.07 Million 0.19% of portfolio
9,159
Q3 2024 Added 279.25%
$32.3B
$1.1 Million 0.19% of portfolio
6,373
Q3 2024 Added 89.67%
$202B
$1.11 Million 0.19% of portfolio
9,166
Q3 2024 Reduced 1.35%
$411B
$1.02 Million 0.18% of portfolio
1,155
Q3 2024 Added 99.14%
$140B
$1.04 Million 0.18% of portfolio
1,772
Q3 2024 Reduced 5.54%
$201B
$1.06 Million 0.18% of portfolio
1,712
Q3 2024 Reduced 3.98%
$110B
$996,000 0.17% of portfolio
4,468
Q3 2024 Reduced 5.22%

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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