Legacy Capital Wealth Partners, LLC Reduced Holdings in Q3 2024

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-27.7K
- 82.85%
$237.84 - $263.83 $6.6M - $7.32M
5.74K $1.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-16.3K
- 34.19%
$91.42 - $91.82 $1.49M - $1.49M
31.3K $2.88M
KKR
Kkr & Co. Inc.

Financial Services
-11.5K
- 85.09%
$104.51 - $133.23 $1.2M - $1.53M
2.02K $263K
APO
Apollo Global Management, Inc.

Financial Services
-9.66K
- 62.99%
$99.16 - $125.81 $958K - $1.22M
5.68K $709K
BX
Blackstone Inc.

Financial Services
-7.92K
- 85.09%
$120.77 - $159.66 $956K - $1.26M
1.39K $212K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-17.9K
- 25.57%
$50.63 - $51.11 $904K - $913K
52K $2.65M
DG
Dollar General Corp

Consumer Defensive
-1.98K
- 30.7%
$80.41 - $132.42 $159K - $262K
4.47K $377K
MSFT
Microsoft Corp

Technology
-313
- 3.49%
$395.15 - $467.56 $124K - $146K
8.66K $3.72M
CVX
Chevron Corp

Energy
-962
- 7.33%
$137.88 - $161.97 $133K - $156K
12.2K $1.79M
ADBE
Adobe Inc.

Technology
-439
- 47.41%
$508.13 - $586.55 $223K - $257K
487 $252K
HTGC
Hercules Capital, Inc.

Financial Services
-4.82K
- 4.92%
$17.71 - $21.67 $85.4K - $105K
93.2K $1.83M
NVO
Novo Nordisk A S

Healthcare
-388
- 7.43%
$119.07 - $145.42 $46.2K - $56.4K
4.83K $575K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.65K
- 34.92%
$85.84 - $85.84 $142K - $142K
3.08K $263K
CTRA
Coterra Energy Inc.

Energy
-2.93K
- 10.71%
$22.62 - $27.37 $66.4K - $80.3K
24.5K $585K
MCHP
Microchip Technology Inc

Technology
-111
- 0.92%
$72.0 - $95.98 $7.99K - $10.7K
11.9K $958K
KLAC
Kla Corp

Technology
-149
- 31.04%
$696.17 - $892.35 $104K - $133K
331 $256K
INTU
Intuit Inc

Technology
-154
- 14.42%
$602.97 - $670.49 $92.9K - $103K
914 $567K
CSWC
Capital Southwest Corp

Financial Services
-2.86K
- 4.2%
$23.56 - $27.07 $67.3K - $77.3K
65.2K $1.65M
HYLS
First Tr Tactical High Yield L

ETFs
-4.52K
- 8.81%
$40.54 - $42.23 $183K - $191K
46.8K $1.96M
FTSL
First Trust Senior Ln Fund

ETFs
-2.54K
- 6.8%
$45.51 - $46.26 $116K - $118K
34.8K $1.6M
CDNS
Cadence Design Systems Inc

Technology
-237
- 20.92%
$246.84 - $321.11 $58.5K - $76.1K
896 $242K
ROP
Roper Technologies Inc

Industrials
-171
- 18.31%
$515.25 - $576.55 $88.1K - $98.6K
763 $424K
TRIN
Trinity Capital Inc.

Financial Services
-3.27K
- 3.19%
$13.57 - $14.74 $44.3K - $48.1K
99K $1.34M
SNPS
Synopsys Inc

Technology
-77
- 11.36%
$463.97 - $621.3 $35.7K - $47.8K
601 $304K
RTO
Rentokil Initial PLC

Industrials
-1.23K
- 8.9%
$24.2 - $32.96 $29.9K - $40.7K
12.6K $314K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-671
- 37.97%
$178.41 - $210.18 $120K - $141K
1.1K $217K
AMAT
Applied Materials Inc

Technology
-70
- 3.1%
$174.88 - $254.97 $12.2K - $17.8K
2.19K $442K
SHEL
Shell PLC

Energy
-676
- 9.19%
$65.65 - $73.28 $44.4K - $49.5K
6.68K $440K
LLY
Eli Lilly & CO

Healthcare
-83
- 13.22%
$772.14 - $960.02 $64.1K - $79.7K
545 $482K
TXN
Texas Instruments Inc

Technology
-445
- 10.14%
$194.6 - $194.6 $86.6K - $86.6K
3.94K $767K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.1K
- 16.28%
$107.93 - $120.23 $119K - $132K
5.65K $663K
FDUS
Fidus Investment Corp

Financial Services
-3.34K
- 4.28%
$18.76 - $20.34 $62.7K - $68K
74.7K $1.46M
CPRT
Copart Inc

Consumer Cyclical
-823
- 13.04%
$49.19 - $55.54 $40.5K - $45.7K
5.49K $287K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.25K
- 13.11%
$71.19 - $76.59 $88.8K - $95.6K
8.27K $633K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-455
- 10.49%
$49.83 - $62.75 $22.7K - $28.6K
3.88K $223K
PGR
Progressive Corp

Financial Services
-526
- 26.16%
$209.46 - $259.24 $110K - $136K
1.49K $376K
GPC
Genuine Parts CO

Consumer Cyclical
-315
- 9.66%
$131.04 - $147.11 $41.3K - $46.3K
2.95K $411K
LEN
Lennar Corp

Consumer Cyclical
-638
- 29.04%
$142.5 - $192.45 $90.9K - $123K
1.56K $292K
ALC
Alcon Inc

Healthcare
-710
- 22.36%
$88.07 - $100.79 $62.5K - $71.6K
2.47K $246K
MCO
Moodys Corp

Financial Services
-232
- 16.18%
$421.49 - $494.67 $97.8K - $115K
1.2K $570K
PSX
Phillips 66

Energy
-19
- 0.62%
$125.0 - $147.17 $2.38K - $2.8K
3.04K $399K
DIS
Walt Disney CO

Communication Services
-27
- 0.3%
$85.6 - $98.61 $2.31K - $2.66K
8.85K $851K
VTV
Vanguard Value ETF

ETFs
-418
- 13.41%
$159.75 - $174.57 $66.8K - $73K
2.7K $471K
OMC
Omnicom Group Inc.

Communication Services
-592
- 22.03%
$87.69 - $103.9 $51.9K - $61.5K
2.1K $216K
VNQ
Vanguard Specialized Funds Van

ETFs
-817
- 19.88%
$82.97 - $98.97 $67.8K - $80.9K
3.29K $320K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-170
- 5.84%
$86.23 - $103.97 $14.7K - $17.7K
2.74K $266K
AOK
Ishares Tr Core Conservative A

ETFs
-3K
- 5.26%
$36.8 - $38.71 $110K - $116K
54.1K $2.09M
SIGI
Selective Insurance Group Inc

Financial Services
-163
- 6.89%
$82.08 - $101.2 $13.4K - $16.5K
2.2K $205K
PG
Procter & Gamble CO

Consumer Defensive
-338
- 6.26%
$160.76 - $177.82 $54.3K - $60.1K
5.06K $876K
Activity Summary
Buys All Purchases 242 New Holdings 80 Increased Positions 162 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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