Legacy Capital Wealth Partners, LLC
CIK: 0001766228SEC EDGAR →
Portfolio Value
$465.9B
Holdings
376
As of
Q4 2025
New Positions
377
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WALMART INC | 522,881 | $58.3B | 12.50% |
| 2 | HUNT J B TRANS SVCS INC | 119,383 | $23.2B | 4.98% |
| 3 | TESLA INC | 24,579 | $11.1B | 2.37% |
| 4 | FIRST TR EXCHANGE TRADED FD | 150,627 | $9.9B | 2.13% |
| 5 | SPDR S&P 500 ETF TR | 65,862 | $9.8B | 2.10% |
| 6 | GAP INC | 378,581 | $9.7B | 2.08% |
| 7 | ISHARES TR | 12,259 | $8.4B | 1.80% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 140,953 | $8.0B | 1.73% |
| 9 | INVESCO EXCH TRADED FD TR II | 72,517 | $7.6B | 1.64% |
| 10 | VANGUARD INDEX FDS | 11,493 | $7.2B | 1.55% |
Quarterly Changes
Top Buys
New Positions (25)
$1.1B · 16K shares
$608.0M · 9K shares
$539.0M · 18K shares
$500.0M · 20K shares
$353.0M · 1K shares
$341.0M · 12K shares
$277.0M · 10K shares
$275.0M · 2K shares
$246.0M · 5K shares
$239.0M · 1K shares
$233.0M · 6K shares
$230.0M · 5K shares
$220.0M · 432 shares
$216.0M · 8K shares
$208.0M · 1K shares
$208.0M · 1K shares
$206.0M · 614 shares
$202.0M · 657 shares
$202.0M · 1K shares
$202.0M · 5K shares
$201.0M · 4K shares
$170.0M · 11K shares
$78.0M · 18K shares
$41.0M · 42K shares
$19.0M · 10K shares
Closed Positions (27)
$2.7B · 53K shares
$1.3B · 4K shares
$1.1B · 18K shares
$707.1M · 3K shares
$555.2M · 21K shares
$522.6M · 9K shares
$514.1M · 8K shares
$376.7M · 14K shares
$353.6M · 4K shares
$297.0M · 525 shares
$278.5M · 2K shares
$264.9M · 6K shares
$237.1M · 5K shares
$229.4M · 1K shares
$229.0M · 472 shares
$215.9M · 1K shares
$214.0M · 4K shares
$211.5M · 3K shares
$204.1M · 6K shares
$203.5M · 1K shares
$203.2M · 2K shares
$202.6M · 1K shares
$201.0M · 2K shares
$200.8M · 7K shares
$100.3M · 18K shares
$86.5M · 12K shares
$30.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 169 | $218.5B | 46.9% |
| Consumer Defensive | 16 | $65.8B | 14.1% |
| Technology | 36 | $41.4B | 8.9% |
| Industrials | 29 | $39.9B | 8.6% |
| Consumer Cyclical | 24 | $36.7B | 7.9% |
| Healthcare | 28 | $15.9B | 3.4% |
| Energy | 13 | $13.7B | 2.9% |
| Unknown | 25 | $12.7B | 2.7% |
| Communication Services | 8 | $10.8B | 2.3% |
| Real Estate | 11 | $4.5B | 1.0% |
| Basic Materials | 11 | $4.0B | 0.9% |
| Utilities | 6 | $1.8B | 0.4% |