Legacy Capital Wealth Partners, LLC ETFs

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCIT Vanguard Intermediate Term Cor	$0	$495,000 0.11% of portfolio	6,170	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$494,000 0.11% of portfolio	6,029	Q4 2024 Reduced 3.81%
XLRE Select Sector Spdr Tr Real Est	$0	$484,000 0.11% of portfolio	11,916	Q4 2024 New
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$482,000 0.11% of portfolio	18,434	Q4 2024 New
ACIO ETF Ser Solutions Aptus Collar	$0	$467,000 0.11% of portfolio	11,608	Q4 2024 Added 67.21%
IWF Ishares Russell 1000 Gr ETF	$0	$442,000 0.1% of portfolio	1,103	Q4 2024 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$423,000 0.1% of portfolio	8,867	Q4 2024 Reduced 2.74%
LONZ Pimco ETF Tr Sr Ln Active Exch	$0	$416,000 0.09% of portfolio	8,141	Q4 2024 New
SPIB Spdr Portfolio Intermediate Te	$0	$413,000 0.09% of portfolio	12,614	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$405,000 0.09% of portfolio	4,555	Q4 2024 Added 38.32%
PULS Pgim ETF Tr	$0	$401,000 0.09% of portfolio	8,110	Q4 2024 Reduced 2.08%
QQQE Direxion Nasdaq 100 Equal Weig	$0	$392,000 0.09% of portfolio	4,367	Q4 2024 Reduced 4.11%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$372,000 0.08% of portfolio	4,077	Q4 2024 Reduced 86.99%
JHMB John Hancock Exchange Traded	$0	$365,000 0.08% of portfolio	17,029	Q4 2024 New
HYZD Wisdomtree Tr Interest Rate He	$0	$329,000 0.07% of portfolio	14,800	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$328,000 0.07% of portfolio	3,131	Q4 2024 Added 10.13%
XLU Utilities Sector Spdr	$0	$325,000 0.07% of portfolio	4,300	Q4 2024 Reduced 35.12%
IWM Ishares Russell 2000 ETF	$0	$320,000 0.07% of portfolio	1,450	Q4 2024 Added 13.28%
XCEM Columbia ETF Tr Ii	$0	$311,000 0.07% of portfolio	10,533	Q4 2024 New
XLB Select Sector Spdr Fd Material	$0	$306,000 0.07% of portfolio	3,648	Q4 2024 Reduced 32.57%
SCHH Schwab Strategic U.S. Reit ETF	$0	$303,000 0.07% of portfolio	14,413	Q4 2024 Added 1.14%
VNLA Janus Henderson Short Duration	$0	$291,000 0.07% of portfolio	5,950	Q2 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$288,000 0.07% of portfolio	1,620	Q4 2024 Reduced 7.22%
VIG Vanguard Dividend Appreciation	$0	$284,000 0.06% of portfolio	1,560	Q4 2024 Reduced 0.89%
DNOV First Tr ETF Viii Ft Cboe Vest	$0	$282,000 0.06% of portfolio	6,578	Q4 2024 New
JMBS Janus Detroit Str Tr Henderson	$0	$272,000 0.06% of portfolio	6,173	Q4 2024 Added 3.73%
DGRW Wisdomtree Tr Us Quality Divid	$0	$272,000 0.06% of portfolio	3,367	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$263,000 0.06% of portfolio	3,075	Q3 2024 Reduced 34.92%
RSP Invesco S&P 500 Equal Weight E	$0	$258,000 0.06% of portfolio	1,475	Q4 2024 Reduced 94.67%
JHMM John Hancock Multifactor Mid C	$0	$256,000 0.06% of portfolio	4,290	Q3 2024 Added 16.26%
IJH Ishares Core S&P Mid Cap ETF	$0	$254,000 0.06% of portfolio	4,091	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$235,000 0.05% of portfolio	2,434	Q4 2024 Reduced 55.86%
BSV Vanguard Bd Index Fd Inc Short	$0	$233,000 0.05% of portfolio	3,018	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$230,000 0.05% of portfolio	2,163	Q4 2024 Added 2.32%
BOND Pimco Active Bond Exchange Tra	$0	$216,000 0.05% of portfolio	2,398	Q4 2024 Reduced 0.21%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$201,000 0.05% of portfolio	2,581	Q3 2024 New

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