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
Ea Series Trust
-464
- 2.77%
N/A
16.3K $0
CARY
Angel Oak Fds Tr Income Etf(De
-385
- 2.53%
N/A
14.8K $0
FANG
Diamondback Energy, Inc.

Energy
-98
- 3.44%
$134.53 - $152.5 $13.2K - $14.9K
2.75K $393K
IWP
Ishares Russell Mid Cap Growth

ETFs
-160
- 2.23%
$137.51 - $145.26 $22K - $23.2K
7.01K $998K
SCI
Service Corp International

Consumer Cyclical
-52
- 1.17%
$75.63 - $83.25 $3.93K - $4.33K
4.38K $364K
NPO
Enpro Industries, Inc

Industrials
-173
- 13.23%
$195.22 - $231.56 $33.8K - $40.1K
1.14K $256K
WRB
Berkley W R Corp

Financial Services
-91
- 1.59%
$67.78 - $76.62 $6.17K - $6.97K
5.64K $432K
CASY
Caseys General Stores Inc

Consumer Cyclical
-35
- 6.25%
$494.52 - $565.32 $17.3K - $19.8K
525 $296K
STT
State Street Corp

Financial Services
-67
- 2.63%
$102.01 - $117.25 $6.83K - $7.86K
2.49K $288K
FVD
First Tr Value Line Divid Inde

ETFs
-61
- 0.47%
$44.73 - $46.86 $2.73K - $2.86K
12.9K $595K
AOS
Smith A O Corp

Industrials
-85
- 2.14%
$67.24 - $74.3 $5.72K - $6.32K
3.89K $285K
FNF
Fidelity National Financial, Inc.

Financial Services
-104
- 1.46%
$51.22 - $61.07 $5.33K - $6.35K
7.03K $425K
UNP
Union Pacific Corp

Industrials
-11
- 0.23%
$214.91 - $237.16 $2.36K - $2.61K
4.74K $1.12M
CVS
Cvs Health Corp

Healthcare
-33
- 0.7%
$58.75 - $76.5 $1.94K - $2.52K
4.68K $352K
SRE
Sempra Energy

Utilities
-817
- 11.23%
$74.14 - $89.98 $60.6K - $73.5K
6.46K $581K
VMC
Vulcan Materials CO

Basic Materials
-78
- 6.64%
$260.62 - $307.62 $20.3K - $24K
1.1K $337K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-50
- 0.97%
$90.62 - $107.71 $4.53K - $5.39K
5.09K $501K
PLD
Prologis, Inc.

Real Estate
-5
- 0.12%
$104.08 - $115.35 $520 - $577
4.24K $485K
TFC
Truist Financial Corp

Financial Services
-204
- 1.14%
$42.83 - $47.07 $8.74K - $9.6K
17.7K $808K
RTX
Raytheon Technologies Corp

Industrials
-220
- 5.72%
$144.19 - $167.33 $31.7K - $36.8K
3.63K $607K
HTGC
Hercules Capital, Inc.

Financial Services
-373
- 0.45%
$18.34 - $19.53 $6.84K - $7.28K
81.7K $1.54M
DMAR
First Tr Ex Tr Viii Cboe Vest
-57
- 0.14%
$39.59 - $40.77 $2.26K - $2.32K
41.9K $1.71M
XOM
Exxon Mobil Corp

Energy
-135
- 0.95%
$105.83 - $117.22 $14.3K - $15.8K
14.1K $1.59M
WPC
W. P. Carey Inc.

Real Estate
-13
- 0.12%
$61.29 - $68.7 $797 - $893
11.1K $749K
MDT
Medtronic PLC

Healthcare
-281
- 2.69%
$87.67 - $95.74 $24.6K - $26.9K
10.2K $967K
TCHP
T Rowe Price Exchange Traded F

Technology
-676
- 2.63%
$44.9 - $49.35 $30.4K - $33.4K
25K $1.22M
ENB
Enbridge Inc

Energy
-139
- 1.07%
$43.79 - $50.46 $6.09K - $7.01K
12.8K $645K
FAST
Fastenal CO

Industrials
-335
- 2.9%
$42.47 - $50.39 $14.2K - $16.9K
11.2K $549K
JPM
Jpmorgan Chase & CO

Financial Services
-292
- 4.66%
$282.78 - $316.06 $82.6K - $92.3K
5.97K $1.88M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-18
- 1.0%
$420.11 - $472.68 $7.56K - $8.51K
1.78K $832K
MAIN
Main Street Capital Corp

Financial Services
-602
- 2.29%
$59.28 - $67.54 $35.7K - $40.7K
25.6K $1.63M
LOW
Lowes Companies Inc

Consumer Cyclical
-63
- 1.64%
$215.01 - $273.02 $13.5K - $17.2K
3.79K $951K
ROST
Ross Stores, Inc.

Consumer Cyclical
-56
- 1.3%
$127.59 - $152.81 $7.15K - $8.56K
4.25K $647K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-101
- 0.86%
$108.46 - $120.63 $11K - $12.2K
11.6K $1.38M
PLTR
Palantir Technologies Inc.

Technology
-1.57K
- 18.56%
$130.68 - $186.97 $206K - $294K
6.9K $1.26M
YMAR
First Tr Ex Tr Viii Cboe Vest
-723
- 0.44%
$25.23 - $26.26 $18.2K - $19K
165K $4.33M
TRIN
Trinity Capital Inc.

Financial Services
-1.26K
- 1.41%
$14.03 - $16.47 $17.7K - $20.7K
88K $1.36M
IVV
Ishares Core S&P 500 ETF

ETFs
-852
- 6.08%
$620.67 - $670.08 $529K - $571K
13.2K $8.81M
GPC
Genuine Parts CO

Consumer Cyclical
-68
- 1.0%
$122.23 - $142.77 $8.31K - $9.71K
6.73K $933K
LHX
L3 Harris Technologies, Inc.

Industrials
-100
- 3.83%
$252.18 - $305.41 $25.2K - $30.5K
2.51K $765K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-3.1K
- 2.52%
$49.0 - $51.91 $152K - $161K
120K $6.23M
ABBV
Abb Vie Inc.

Healthcare
-67
- 1.46%
$184.85 - $231.54 $12.4K - $15.5K
4.53K $1.05M
APP
App Lovin Corp

Technology
-143
- 10.9%
$335.1 - $718.54 $47.9K - $103K
1.17K $839K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-597
- 0.79%
$102.17 - $110.66 $61K - $66.1K
75.3K $8.34M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-909
- 1.39%
$123.59 - $132.83 $112K - $121K
64.6K $8.55M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.93K
- 1.22%
$62.38 - $67.29 $120K - $130K
157K $10.5M
NVDA
Nvidia Corp

Technology
-2.24K
- 5.54%
$153.3 - $186.58 $343K - $418K
38.1K $7.12M
AAPL
Apple Inc.

Technology
-994
- 3.94%
$202.38 - $256.87 $201K - $255K
24.2K $6.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.05K
- 1.66%
$617.65 - $666.84 $645K - $697K
62K $41.3M
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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