Legacy Capital Wealth Partners, LLC Incresed Positions in Q4 2025

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
3.5K
+ 601.72%
$835.79 - $946.29 $2.92M - $3.31M
4.08K $3.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.89K
+ 6.28%
$653.02 - $687.39 $2.54M - $2.68M
65.9K $43.8M
TPL
Texas Pacific Land Corp

Energy
1.53K
+ 207.16%
$889.25 - $1022.65 $1.36M - $1.57M
2.27K $2.32M
FTLS
First Tr Long/Short Equity ETF

ETFs
8.86K
+ 54.53%
$67.94 - $71.96 $602K - $638K
25.1K $1.78M
XLU
Utilities Sector Spdr

ETFs
6.7K
+ 127.25%
$87.89 - $92.9 $589K - $622K
12K $1.06M
XLE
Energy Sector Spdr

ETFs
6.15K
+ 119.01%
$85.22 - $92.02 $524K - $566K
11.3K $1.04M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.94K
+ 13.54%
$50.55 - $50.74 $502K - $504K
83.3K $4.22M
XLB
Select Sector Spdr Fd Material

ETFs
5.67K
+ 132.52%
$84.72 - $89.9 $480K - $510K
9.95K $863K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.58K
+ 69.89%
$88.49 - $93.64 $494K - $522K
13.6K $1.2M
GOOGL
Alphabet Inc.

Communication Services
257
+ 2.54%
$236.57 - $291.31 $60.8K - $74.9K
10.4K $2.87M
GLDM
World Gold Trust

ETFs
2.53K
+ 6.93%
$76.32 - $86.69 $193K - $219K
39K $3.15M
DFAI
Dimensional ETF Tr

ETFs
9.18K
+ 26.03%
$35.82 - $37.52 $329K - $344K
44.5K $1.65M
GOOG
Alphabet Inc.

Communication Services
515
+ 11.53%
$237.49 - $291.74 $122K - $150K
4.98K $1.42M
UPS
United Parcel Service Inc

Industrials
2.84K
+ 48.79%
$82.87 - $97.4 $236K - $277K
8.67K $816K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
466
+ 21.01%
$475.68 - $513.11 $222K - $239K
2.68K $1.37M
LLY
Eli Lilly & CO

Healthcare
58
+ 8.43%
$799.57 - $1025.28 $46.4K - $59.5K
746 $762K
TXN
Texas Instruments Inc

Technology
1.05K
+ 23.87%
N/A
5.46K $1.06M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.27K
+ 13.31%
$25.02 - $27.16 $157K - $170K
53.4K $1.42M
APD
Air Products & Chemicals, Inc.

Basic Materials
799
+ 49.08%
$237.56 - $271.47 $190K - $217K
2.43K $629K
MCK
Mckesson Corp

Healthcare
130
+ 14.24%
$738.06 - $859.37 $95.9K - $112K
1.04K $878K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.27K
+ 8.71%
$56.0 - $57.6 $183K - $188K
40.9K $2.32M
GBDC
Golub Capital Bdc, Inc.

Financial Services
11K
+ 10.32%
$13.33 - $14.31 $146K - $157K
117K $1.62M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
224
+ 14.9%
$402.9 - $437.15 $90.2K - $97.9K
1.73K $749K
AMAT
Applied Materials Inc

Technology
408
+ 15.24%
$209.95 - $240.89 $85.7K - $98.3K
3.09K $705K
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 1.82%
$429.59 - $576.2 $11.2K - $15K
1.45K $794K
ORCC
Owl Rock Capital Corp

Financial Services
11.3K
+ 12.55%
N/A
102K $1.36M
MU
Micron Technology Inc

Technology
1
+ 0.05%
$181.6 - $253.3 $182 - $253
1.87K $460K
ARCC
Ares Capital Corp

Financial Services
7.95K
+ 12.36%
$18.9 - $20.61 $150K - $164K
72.3K $1.46M
KLAC
Kla Corp

Technology
97
+ 15.62%
$982.75 - $1235.28 $95.3K - $120K
718 $814K
GAIN
Gladstone Investment Corporation\De

Financial Services
10.1K
+ 10.0%
$13.2 - $14.1 $134K - $143K
111K $1.53M
PH
Parker Hannifin Corp

Industrials
75
+ 8.02%
$716.66 - $857.93 $53.7K - $64.3K
1.01K $840K
APH
Amphenol Corp

Technology
668
+ 17.82%
$121.7 - $143.85 $81.3K - $96.1K
4.42K $590K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.06K
+ 16.43%
$31.28 - $33.46 $95.8K - $102K
21.7K $718K
FDUS
Fidus Investment Corp

Financial Services
7.47K
+ 11.42%
$19.31 - $21.07 $144K - $157K
72.9K $1.44M
PWR
Quanta Services, Inc.

Industrials
222
+ 18.18%
$412.21 - $453.83 $91.5K - $101K
1.44K $619K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.13K
+ 7.76%
$30.84 - $31.79 $158K - $163K
71.2K $2.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.68K
+ 25.21%
N/A
28.2K $535K
CME
Cme Group Inc.

Financial Services
312
+ 27.96%
$261.53 - $285.04 $81.6K - $88.9K
1.43K $398K
CSWC
Capital Southwest Corp

Financial Services
7.58K
+ 12.92%
$19.47 - $22.04 $148K - $167K
66.2K $1.38M
TJX
Tjx Companies Inc

Consumer Cyclical
563
+ 7.2%
$138.56 - $147.63 $78K - $83.1K
8.38K $1.22M
ETN
Eaton Corp PLC

Industrials
335
+ 27.3%
$352.39 - $387.75 $118K - $130K
1.56K $550K
TRIN
Trinity Capital Inc.

Financial Services
10.3K
+ 11.69%
$14.41 - $15.58 $148K - $160K
98.3K $1.45M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.92K
+ 11.58%
$55.75 - $58.83 $107K - $113K
18.5K $1.05M
TGT
Target Corp

Consumer Defensive
967
+ 42.73%
$85.53 - $97.77 $82.7K - $94.5K
3.23K $290K
BSX
Boston Scientific Corp

Healthcare
630
+ 15.06%
$94.95 - $104.98 $59.8K - $66.1K
4.81K $494K
HIG
Hartford Financial Services Group, Inc.

Financial Services
607
+ 10.21%
$122.36 - $133.85 $74.3K - $81.2K
6.55K $877K
BDX
Becton Dickinson & CO

Healthcare
394
+ 18.34%
$176.39 - $193.93 $69.5K - $76.4K
2.54K $485K
DEO
Diageo PLC

Consumer Defensive
969
+ 21.87%
$87.26 - $98.67 $84.6K - $95.6K
5.4K $502K
AVUV
American Centy ETF Tr Avantis

ETFs
1.17K
+ 6.36%
$95.19 - $100.66 $112K - $118K
19.6K $1.91M
Activity Summary
Buys All Purchases 167 New Holdings 25 Increased Positions 142 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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