Legacy Capital Wealth Partners, LLC Portfolio Holdings
Legacy Capital Wealth Partners, LLC
- $154 Million
- Q1 2024
Legacy Capital Wealth Partners, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $154 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Advanced Micro Devices Inc with a value of $8.78M, Alps ETF Tr Alerian Mlp ETF with a value of $8.44M, Eli Lilly & CO with a value of $6.58M, Southern CO with a value of $6.06M, and Duke Energy Corp with a value of $4.74M.
Examining the 13F form we can see an decrease of $192M in the current position value, from $346M to 154M.
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.