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 $200 Billions or more
