Legacy Capital Wealth Partners, LLC Sells in Q4 2024

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-76.5K
- 49.28%
$567.81 - $607.81 $43.4M - $46.5M
78.7K $46.1M
GPS
Gap Inc

Consumer Cyclical
-638K
- 73.85%
N/A
226K $4.56M
NVDA
Nvidia Corp

Technology
-72.3K
- 54.74%
$117.0 - $148.88 $8.46M - $10.8M
59.8K $8.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-26.2K
- 94.67%
$174.22 - $187.62 $4.57M - $4.92M
1.48K $258K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
-164K
- 48.81%
$18.65 - $21.2 $3.05M - $3.47M
172K $3.37M
XOM
Exxon Mobil Corp

Energy
-10.2K
- 4.72%
$105.51 - $125.37 $1.07M - $1.27M
205K $22M
RDVY
First Trust Rising Dividend Ac

ETFs
-50.7K
- 20.88%
$58.65 - $64.37 $2.97M - $3.26M
192K $11.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-58.3K
- 48.6%
$50.62 - $50.97 $2.95M - $2.97M
61.6K $3.13M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-27.3K
- 86.99%
$91.29 - $91.8 $2.49M - $2.5M
4.08K $372K
UNH
Unitedhealth Group Inc

Healthcare
-3.72K
- 50.13%
$485.52 - $625.25 $1.81M - $2.33M
3.7K $1.87M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-19.8K
- 19.71%
$114.02 - $125.22 $2.25M - $2.48M
80.5K $9.27M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-20.9K
- 18.26%
$97.11 - $104.1 $2.03M - $2.17M
93.5K $9.16M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-45K
- 23.45%
$45.35 - $47.21 $2.04M - $2.13M
147K $6.84M
YMAR
First Tr Ex Tr Viii Cboe Vest
-67.6K
- 25.51%
$22.79 - $24.1 $1.54M - $1.63M
197K $4.5M
VZ
Verizon Communications Inc

Communication Services
-37.9K
- 56.34%
$39.6 - $45.21 $1.5M - $1.71M
29.3K $1.17M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-33.5K
- 51.14%
$54.89 - $64.32 $1.84M - $2.15M
32K $1.93M
BXSL
Blackstone Secured Lending Fund

Financial Services
-59.6K
- 53.83%
$29.25 - $33.27 $1.74M - $1.98M
51.1K $1.65M
MAIN
Main Street Capital Corp

Financial Services
-37K
- 53.64%
$49.95 - $58.58 $1.85M - $2.17M
32K $1.88M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-77.7K
- 53.68%
$19.79 - $21.6 $1.54M - $1.68M
67K $1.43M
ORCC
Owl Rock Capital Corp

Financial Services
-112K
- 53.54%
N/A
97.4K $1.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-21.5K
- 48.07%
$66.77 - $71.52 $1.43M - $1.54M
23.2K $1.6M
META
Meta Platforms, Inc.

Communication Services
-2.58K
- 40.22%
$554.08 - $632.68 $1.43M - $1.63M
3.83K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
-7.26K
- 49.62%
$205.18 - $250.29 $1.49M - $1.82M
7.37K $1.77M
MRK
Merck & Co., Inc.

Healthcare
-10.4K
- 62.9%
$96.31 - $114.76 $997K - $1.19M
6.11K $607K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-83.4K
- 41.05%
$14.69 - $15.67 $1.23M - $1.31M
120K $1.82M
V
Visa Inc.

Financial Services
-5.38K
- 45.35%
$273.87 - $320.91 $1.47M - $1.73M
6.49K $2.05M
MA
Mastercard Inc

Financial Services
-2.23K
- 50.19%
$491.3 - $536.15 $1.09M - $1.19M
2.21K $1.16M
SPGI
S&P Global Inc.

Financial Services
-1.88K
- 52.45%
$480.36 - $529.17 $901K - $992K
1.7K $846K
JBHT
Hunt J B Transport Services Inc

Industrials
-4.32K
- 3.49%
$164.22 - $197.19 $710K - $852K
119K $20.4M
CB
Chubb LTD

Financial Services
-3.15K
- 52.49%
$271.57 - $301.89 $856K - $952K
2.85K $788K
TFC
Truist Financial Corp

Financial Services
-22K
- 52.36%
$41.51 - $48.1 $912K - $1.06M
20K $867K
IEFA
Ishares Tr

ETFs
-1.96K
- 1.94%
$70.06 - $77.43 $137K - $152K
98.9K $6.95M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-11.6K
- 49.86%
$77.25 - $91.3 $893K - $1.06M
11.6K $992K
SNY
Sanofi

Healthcare
-12.1K
- 49.92%
$45.89 - $57.31 $556K - $694K
12.2K $586K
GLD
Spdr Gold Trust

ETFs
-3.31K
- 49.51%
$236.59 - $257.5 $783K - $852K
3.37K $816K
BR
Broadridge Financial Solutions, Inc.

Technology
-3.86K
- 54.27%
$209.64 - $236.44 $809K - $912K
3.25K $734K
TPL
Texas Pacific Land Corp

Energy
-1.11K
- 54.67%
$915.49 - $1730.0 $1.01M - $1.92M
918 $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.59K
- 48.6%
$481.22 - $538.17 $763K - $853K
1.68K $856K
NEE
Nextera Energy Inc

Utilities
-7.44K
- 47.75%
$69.77 - $85.43 $519K - $635K
8.14K $583K
CHE
Chemed Corp

Healthcare
-1.05K
- 53.11%
$517.44 - $613.19 $544K - $644K
928 $491K
ORCL
Oracle Corp

Technology
-3.92K
- 55.8%
$165.41 - $192.43 $648K - $754K
3.1K $517K
FNF
Fidelity National Financial, Inc.

Financial Services
-9.99K
- 54.18%
$55.19 - $63.83 $551K - $637K
8.45K $474K
CSCO
Cisco Systems, Inc.

Technology
-13.5K
- 51.11%
$52.45 - $60.02 $710K - $812K
12.9K $765K
AVGO
Broadcom Inc.

Technology
-5.53K
- 50.13%
$159.67 - $250.0 $882K - $1.38M
5.5K $1.27M
JLL
Jones Lang Lasalle Inc

Real Estate
-2.16K
- 50.21%
$246.93 - $283.67 $533K - $612K
2.14K $541K
FANG
Diamondback Energy, Inc.

Energy
-3.37K
- 52.83%
$153.06 - $199.5 $515K - $672K
3.01K $492K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-542
- 45.93%
$1146.59 - $1270.6 $621K - $689K
638 $756K
RTX
Raytheon Technologies Corp

Industrials
-4.7K
- 50.49%
$114.45 - $127.21 $538K - $598K
4.61K $533K
DEO
Diageo PLC

Consumer Defensive
-3.34K
- 59.23%
$118.0 - $139.88 $394K - $467K
2.3K $292K
Activity Summary
Buys All Purchases 131 New Holdings 43 Increased Positions 88 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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