Legacy Capital Wealth Partners, LLC Portfolio Holdings
Q3 2025•370 long positions•$454.2M portfolio value
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Holding386 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Discount Stores Consumer Defensive | $54.5M 12.01% | +$289.5K Bought | 0.007% 529.2K shares | 526.4K → 529.2K +$289.5K | +0.53% | $821.68B Mega Cap | Q1 2023 Held for 2y 8m | |
Integrated Freight & Logistics Industrials | $16.0M 3.53% | +$6.7K Bought | 0.123% 119.4K shares | 119.3K → 119.4K +$6.7K | +0.04% | $13.0B Large Cap | Q2 2024 Held for 1y 5m | |
Auto - Manufacturers Consumer Cyclical | $12.8M 2.83% | -$1.6M Sold | 0.001% 28.9K shares | 32.5K → 28.9K −$1.6M | -11.07% | $1.48T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.0M 2.21% | -$123.5K Sold | — 156.7K shares | 158.6K → 156.7K −$123.5K | -1.22% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $8.8M 1.94% | -$570.2K Sold | — 13.2K shares | 14.0K → 13.2K −$570.2K | -6.08% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.5M 1.87% | +$1.6M Bought | — 151.4K shares | 123.0K → 151.4K +$1.6M | +23.08% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $8.4M 1.86% | +$1.9M Bought | — 92.1K shares | 71.6K → 92.1K +$1.9M | +28.56% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $8.2M 1.8% | -$4.3M Sold | 0.103% 382.4K shares | 582.4K → 382.4K −$4.3M | -34.34% | $7.9B Mid Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.8M 1.71% | -$109.6K Sold | — 64.6K shares | 65.5K → 64.6K −$109.6K | -1.39% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $7.7M 1.7% | -$61.1K Sold | — 75.3K shares | 75.9K → 75.3K −$61.1K | -0.79% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $7.3M 1.61% | -$573.2K Sold | — 12.0K shares | 12.9K → 12.0K −$573.2K | -7.26% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.2M 1.58% | -$121.3K Sold | — 62.0K shares | 63.0K → 62.0K −$121.3K | -1.66% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $7.1M 1.57% | -$417.6K Sold | 0.0% 38.1K shares | 40.4K → 38.1K −$417.6K | -5.54% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.2M 1.37% | -$161.1K Sold | — 120.0K shares | 123.1K → 120.0K −$161.1K | -2.52% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $6.2M 1.36% | -$253.1K Sold | 0.0% 24.2K shares | 25.2K → 24.2K −$253.1K | -3.94% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Exploration & Production Energy | $6.0M 1.31% | -$696.4K Sold | 0.01% 53.1K shares | 59.3K → 53.1K −$696.4K | -10.47% | $61.2B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $4.9M 1.09% | +$277.1K Bought | 0.0% 9.6K shares | 9.0K → 9.6K +$277.1K | +5.93% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.3M 0.938% | -$18.7K Sold | — 164.8K shares | 165.5K → 164.8K −$18.7K | -0.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.1M 0.908% | -$47.9K Sold | — 41.0K shares | 41.4K → 41.0K −$47.9K | -1.15% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $3.9M 0.865% | -$205.5K Sold | 0.0% 17.9K shares | 18.8K → 17.9K −$205.5K | -4.97% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.8M 0.828% | +$2.2M Bought | — 71.9K shares | 29.2K → 71.9K +$2.2M | +146.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.7M 0.821% | +$173.8K Bought | — 73.4K shares | 70.0K → 73.4K +$173.8K | +4.89% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.4M 0.738% | +$211.8K Bought | — 86.9K shares | 81.4K → 86.9K +$211.8K | +6.75% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 0.738% | +$476.2K Bought | — 73.2K shares | 62.8K → 73.2K +$476.2K | +16.56% | — — | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $3.2M 0.694% | +$3.2K Bought | 0.055% 61.8K shares | 61.8K → 61.8K +$3.2K | +0.1% | $5.7B Mid Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $2.9M 0.649% | +$91.1K Bought | 0.0% 4.0K shares | 3.9K → 4.0K +$91.1K | +3.19% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
Shell Companies Financial Services | $2.9M 0.631% | — | 0.048% 53.2K shares | — | — | $6.0B Mid Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $2.8M 0.613% | +$267.8K Bought | — 36.4K shares | 32.9K → 36.4K +$267.8K | +10.64% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.7M 0.599% | +$3.2K Bought | — 26.9K shares | 26.9K → 26.9K +$3.2K | +0.12% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.7M 0.595% | -$41.2K Sold | — 52.9K shares | 53.7K → 52.9K −$41.2K | -1.5% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.5M 0.545% | +$466.9K Bought | — 79.0K shares | 64.1K → 79.0K +$466.9K | +23.22% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $2.5M 0.542% | +$279.3K Bought | 0.0% 10.1K shares | 9.0K → 10.1K +$279.3K | +12.81% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.3M 0.511% | +$7.6K Bought | — 53.4K shares | 53.2K → 53.4K +$7.6K | +0.33% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.2M 0.489% | — | — 55.3K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 0.472% | +$85.3K Bought | — 37.6K shares | 36.1K → 37.6K +$85.3K | +4.14% | — — | Q1 2023 Held for 2y 8m | |
Financial - Credit Services Financial Services | $2.1M 0.47% | +$10.9K Bought | 0.0% 6.3K shares | 6.2K → 6.3K +$10.9K | +0.51% | $662.60B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.46% | +$81.9K Bought | — 66.1K shares | 63.5K → 66.1K +$81.9K | +4.08% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $2.0M 0.437% | +$42.6K Bought | 0.0% 6.0K shares | 5.9K → 6.0K +$42.6K | +2.19% | $1.56T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.9M 0.42% | +$74.7K Bought | — 50.6K shares | 48.6K → 50.6K +$74.7K | +4.08% | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $1.9M 0.414% | -$92.1K Sold | 0.0% 6.0K shares | 6.3K → 6.0K −$92.1K | -4.66% | $867.35B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.9M 0.413% | +$42.8K Bought | — 29.9K shares | 29.2K → 29.9K +$42.8K | +2.34% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.8M 0.404% | +$29.0K Bought | — 18.4K shares | 18.2K → 18.4K +$29.0K | +1.6% | — — | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $1.8M 0.386% | +$46.7K Bought | 0.001% 10.8K shares | 10.5K → 10.8K +$46.7K | +2.74% | $252.48B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.378% | -$19.4K Sold | — 17.9K shares | 18.1K → 17.9K −$19.4K | -1.12% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.7M 0.376% | -$2.3K Sold | — 41.9K shares | 42.0K → 41.9K −$2.3K | -0.14% | — — | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $1.7M 0.371% | +$101.3K Bought | 0.001% 10.9K shares | 10.2K → 10.9K +$101.3K | +6.38% | $312.88B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.371% | +$6.7K Bought | — 18.1K shares | 18.0K → 18.1K +$6.7K | +0.4% | — — | Q1 2023 Held for 2y 8m | |
Asset Management Financial Services | $1.6M 0.359% | -$38.3K Sold | 0.029% 25.6K shares | 26.3K → 25.6K −$38.3K | -2.29% | $5.7B Mid Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Integrated Energy | $1.6M 0.351% | -$15.2K Sold | 0.0% 14.1K shares | 14.3K → 14.1K −$15.2K | -0.95% | $480.68B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.346% | +$186.5 Bought | — 8.4K shares | 8.4K → 8.4K +$186.5 | +0.01% | — — | Q1 2022 Held for 3y 8m |
