Legacy Capital Wealth Partners, LLC Reduced Holdings in Q3 2025

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-476
- 1.15%
$100.16 - $100.7 $47.7K - $47.9K
41K $4.12M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-238
- 10.13%
$123.13 - $140.8 $29.3K - $33.5K
2.11K $271K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-140
- 2.36%
$60.9 - $70.75 $8.53K - $9.91K
5.79K $361K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-807
- 1.5%
$50.82 - $51.09 $41K - $41.2K
52.9K $2.7M
TMUS
T Mobile Us, Inc.

Communication Services
-161
- 7.77%
$226.02 - $259.01 $36.4K - $41.7K
1.91K $457K
SF
Stifel Financial Corp

Financial Services
-650
- 16.62%
$105.26 - $116.4 $68.4K - $75.7K
3.26K $370K
CDW
Cdw Corp

Technology
-28
- 1.8%
$156.97 - $182.84 $4.4K - $5.12K
1.53K $243K
MNST
Monster Beverage Corp

Consumer Defensive
-768
- 19.76%
$58.65 - $67.31 $45K - $51.7K
3.12K $209K
BR
Broadridge Financial Solutions, Inc.

Technology
-77
- 2.55%
$233.75 - $266.89 $18K - $20.6K
2.95K $702K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.54%
$5364.25 - $5815.92 $5.36K - $5.82K
64 $345K
SYK
Stryker Corp

Healthcare
-18
- 2.45%
$368.57 - $403.53 $6.63K - $7.26K
717 $265K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-154
- 3.5%
$86.67 - $100.17 $13.3K - $15.4K
4.24K $383K
SHW
Sherwin Williams CO

Basic Materials
-79
- 7.34%
$330.88 - $375.23 $26.1K - $29.6K
998 $345K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-503
- 2.43%
$72.57 - $74.72 $36.5K - $37.6K
20.2K $1.5M
VZ
Verizon Communications Inc

Communication Services
-986
- 2.87%
$40.84 - $45.06 $40.3K - $44.4K
33.4K $1.47M
CSWC
Capital Southwest Corp

Financial Services
-385
- 0.65%
$21.86 - $23.33 $8.42K - $8.98K
58.6K $1.28M
WM
Waste Management Inc

Industrials
-7
- 0.36%
$213.88 - $237.1 $1.5K - $1.66K
1.96K $432K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.01K
- 9.68%
$54.08 - $62.65 $54.5K - $63.1K
9.39K $534K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-202
- 1.12%
$95.22 - $96.21 $19.2K - $19.4K
17.9K $1.72M
SIGI
Selective Insurance Group Inc

Financial Services
-2
- 0.08%
$75.0 - $90.91 $150 - $182
2.48K $201K
ABC
Amerisourcebergen Corp

Healthcare
-70
- 3.11%
N/A
2.18K $403K
EQIX
Equinix Inc

Real Estate
-10
- 3.07%
$756.7 - $811.13 $7.57K - $8.11K
316 $247K
RACE
Ferrari N.V.

Consumer Cyclical
-18
- 3.67%
$436.24 - $517.65 $7.85K - $9.32K
472 $229K
ORCC
Owl Rock Capital Corp

Financial Services
-748
- 0.82%
N/A
90.4K $1.21M
FDUS
Fidus Investment Corp

Financial Services
-588
- 0.89%
$20.18 - $21.99 $11.9K - $12.9K
65.4K $1.33M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1K
- 6.45%
$31.79 - $33.42 $31.8K - $33.5K
14.5K $485K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-112
- 10.28%
$237.02 - $301.35 $26.5K - $33.8K
977 $248K
DGX
Quest Diagnostics Inc

Healthcare
-39
- 1.66%
N/A
2.32K $317K
TTE
Total Energies Se

Energy
-52
- 0.59%
N/A
8.76K $600K
IAU
Ishares Gold Trust

ETFs
-594
- 15.79%
$61.62 - $72.77 $36.6K - $43.2K
3.17K $230K
PULS
Pgim ETF Tr

ETFs
-73
- 0.89%
$49.58 - $49.83 $3.62K - $3.64K
8.11K $404K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-936
- 7.26%
$567.77 - $614.76 $531K - $575K
12K $7.32M
UBER
Uber Technologies, Inc

Technology
-160
- 5.24%
$86.91 - $99.57 $13.9K - $15.9K
2.89K $283K
MET
Metlife Inc

Financial Services
-106
- 2.43%
$73.82 - $82.37 $7.82K - $8.73K
4.25K $349K
Te Connectivity PLC
-5
- 0.32%
N/A
1.57K $0
BFB
Brown Forman Corp Cl B
-28
- 0.2%
N/A
14K $0
Barrick Mng Corp
-5.57K
- 27.35%
N/A
14.8K $0
Morgan Stanley Direct Lendin
-264
- 0.37%
N/A
70.8K $0
Gladstone Capital Corp
-302
- 0.57%
N/A
52.4K $0
Kenvue Inc
-7.25K
- 22.58%
N/A
24.9K $0
Arista Networks Inc
-455
- 7.23%
N/A
5.84K $0
Brookfield Corp
-69
- 1.61%
N/A
4.23K $0
Pimco ETF Tr
-722
- 2.59%
N/A
27.2K $0
Innovator Etfs Trust
-2.39K
- 7.66%
N/A
28.8K $0
AMGN
Amgen Inc

Healthcare
-19
- 1.16%
$271.18 - $309.22 $5.15K - $5.88K
1.62K $456K
Blackrock Inc
-16
- 3.21%
N/A
483 $0
Tortoise Capital Series Trus
-40
- 0.71%
N/A
5.6K $0
Invesco Exchange Traded Fd T
-699
- 5.39%
N/A
12.3K $0
HEIA
Heico Crp Cl A
-22
- 1.34%
N/A
1.62K $0
Activity Summary
Buys All Purchases 196 New Holdings 28 Increased Positions 168 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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