Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

Legacy Capital Wealth Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $439 Million distributed in 337 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $46.1M, Walmart Inc. with a value of $46.1M, Exxon Mobil Corp with a value of $22M, Hunt J B Transport Services Inc with a value of $20.4M, and First Trust Rising Dividend Ac with a value of $11.4M.

Examining the 13F form we can see an decrease of $134M in the current position value, from $574M to 439M.

Legacy Capital Wealth Partners, LLC is based out at Little Rock, AR

Below you can find more details about Legacy Capital Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $439 Million
ETFs: $175 Million
Consumer Defensive: $54.5 Million
Financial Services: $49.9 Million
Energy: $36.7 Million
Technology: $32.4 Million
Industrials: $31.6 Million
Consumer Cyclical: $20.5 Million
Healthcare: $15.4 Million
Other: $17.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.5B
$344,000 0.08% of portfolio
1,692
Q4 2024 Reduced 51.62%
$60.2B
$347,000 0.08% of portfolio
3,046
Q4 2024 Added 0.26%
$16.1B
$343,000 0.08% of portfolio
4,583
Q4 2024 Reduced 33.34%
$92.1B
$349,000 0.08% of portfolio
1,028
Q4 2024 Added 2.9%
$50.9B
$299,000 0.07% of portfolio
425
Q4 2024 Added 46.55%
$13.1B
$291,000 0.07% of portfolio
11,513
Q4 2024 Reduced 8.87%
$45.5B
$306,000 0.07% of portfolio
32,062
Q4 2024 Added 17.97%
$31B
$317,000 0.07% of portfolio
2,325
Q4 2024 Added 49.13%
$15.2B
$327,000 0.07% of portfolio
1,563
Q4 2024 Reduced 28.76%
$85.2B
$288,000 0.07% of portfolio
306
Q4 2024 Reduced 50.0%
$60.6B
$292,000 0.07% of portfolio
2,300
Q4 2024 Reduced 59.23%
$72.5B
$292,000 0.07% of portfolio
624
Q4 2024 Added 38.98%
$111B
$307,000 0.07% of portfolio
2,908
Q4 2024 Reduced 49.2%
$106B
$321,000 0.07% of portfolio
511
Q4 2024 Added 54.38%
$30.5B
$322,000 0.07% of portfolio
1,464
Q4 2024 Reduced 4.56%
$16.4B
$299,000 0.07% of portfolio
1,051
Q4 2024 Added 4.16%
$146B
$245,000 0.06% of portfolio
683
Q4 2024 Reduced 2.01%
$47B
$270,000 0.06% of portfolio
9,460
Q4 2024 Reduced 21.56%
$88.2B
$273,000 0.06% of portfolio
1,493
Q4 2024 Reduced 10.81%
$151B
$277,000 0.06% of portfolio
3,107
Q4 2024 New
$88.2B
$265,000 0.06% of portfolio
624
Q4 2024 Reduced 58.12%
$40.6B
$265,000 0.06% of portfolio
547
Q4 2024 New
$127B
$272,000 0.06% of portfolio
2,986
Q4 2024 Added 8.94%
$38.4B
$283,000 0.06% of portfolio
1,348
Q4 2024 Added 5.15%
$44.6B
$252,000 0.06% of portfolio
5,120
Q4 2024 Added 24.27%
$22.7B
$274,000 0.06% of portfolio
1,556
Q4 2024 Added 41.97%
$120B
$267,000 0.06% of portfolio
1,806
Q4 2024 Reduced 10.51%
$19.2B
$212,000 0.05% of portfolio
4,616
Q4 2024 New
$125B
$218,000 0.05% of portfolio
2,206
Q4 2024 Added 5.8%
$25.4B
$206,000 0.05% of portfolio
3,933
Q4 2024 Reduced 48.45%
$44.4B
$210,000 0.05% of portfolio
1,504
Q4 2024 Reduced 55.69%
$26B
$222,000 0.05% of portfolio
1,007
Q4 2024 Reduced 54.78%
$89.6B
$214,000 0.05% of portfolio
1,995
Q4 2024 Reduced 2.97%
$13.3B
$237,000 0.05% of portfolio
1,110
Q4 2024 New
$51.8B
$238,000 0.05% of portfolio
925
Q4 2024 Reduced 38.7%
$58.7B
$225,000 0.05% of portfolio
1,670
Q4 2024 Reduced 48.01%
$32.3B
$229,000 0.05% of portfolio
2,436
Q4 2024 Reduced 51.21%
$114B
$230,000 0.05% of portfolio
1,336
Q4 2024 Reduced 3.68%
$81.4B
$237,000 0.05% of portfolio
1,456
Q4 2024 Reduced 54.66%
$53.6B
$61,000 0.01% of portfolio
22,777
Q4 2024 Added 3.57%

Summary

  • Portfolio
  • No. of Stocks 337
  • Current Value $439 Million
  • Prior Value $574 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 43 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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