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Latest Legacy Capital Wealth Partners, LLC Stock Portfolio

Legacy Capital Wealth Partners, LLC Performance:
2024 Q4: 2.03%YTD: -10.4%2023: 17.81%

Performance for 2024 Q4 is 2.03%, and YTD is -10.4%, and 2023 is 17.81%.

About Legacy Capital Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Legacy Capital Wealth Partners, LLC reported an equity portfolio of $404.1 Millions as of 31 Dec, 2024.

The top stock holdings of Legacy Capital Wealth Partners, LLC are WMT, JBHT, SPY. The fund has invested 11.4% of it's portfolio in WALMART INC and 5% of portfolio in HUNT J B TRANS SVCS INC.

The fund managers got completely rid off ISHARES TR (DMXF), FIRST TR EXCHNG TRADED FD VI (AFLG) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), SPDR SER TR (BIL) and GAP INC (GPS). Legacy Capital Wealth Partners, LLC opened new stock positions in NUVEEN S&P 500 BUY-WRITE INC, VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to TRACTOR SUPPLY CO (TSCO), VANGUARD INDEX FDS (VB) and GENUINE PARTS CO (GPC).

Legacy Capital Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Capital Wealth Partners, LLC made a return of 2.03% in the last quarter. In trailing 12 months, it's portfolio return was -10.4%.

New Buys

Ticker$ Bought
nuveen s&p 500 buy-write inc2,130,130
vanguard index fds1,864,440
vanguard bd index fds1,642,140
ishares tr1,060,870
ishares tr1,049,130
ishares tr897,709
ishares tr886,963
alps etf tr853,261

New stocks bought by Legacy Capital Wealth Partners, LLC

Additions

Ticker% Inc.
tractor supply co379
vanguard index fds172
genuine parts co113
palo alto networks inc109
baxter intl inc75.16
cava group inc71.89
etf ser solutions67.21
ishares tr56.68

Additions to existing portfolio by Legacy Capital Wealth Partners, LLC

Reductions

Ticker% Reduced
invesco exchange traded fd t-94.67
spdr ser tr-86.99
gap inc-73.85
merck & co inc-62.9
gsk plc-59.55
diageo plc-59.23
fs credit opportunities corp-58.5
ferrari n v-58.12

Legacy Capital Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
conns inc-2,309
spdr ser tr-1,068,430
first tr exchng traded fd vi-1,091,050
simplify exchange traded fun-438,133
icici bank limited-418,847
nu hldgs ltd-187,182
intel corp-276,800
ishares tr-1,176,010

Legacy Capital Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Legacy Capital Wealth Partners, LLC has about 44.1% of it's holdings in Others sector.

Sector%
Others44.1
Consumer Defensive13.2
Financial Services9.9
Industrials8.3
Technology8.1
Consumer Cyclical5
Energy3.6
Healthcare3.1
Communication Services2.3
Utilities1.1

Market Cap. Distribution

Legacy Capital Wealth Partners, LLC has about 48.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED43.9
MEGA-CAP24.3
LARGE-CAP24.2
MID-CAP4.2
SMALL-CAP3.3

Stocks belong to which Index?

About 48.1% of the stocks held by Legacy Capital Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others51.9
S&P 50046.6
RUSSELL 20001.5
Top 5 Winners (%)%
APP
applovin corp
143.3 %
RKLB
rocket lab usa inc
129.0 %
IJR
ishares tr
43.9 %
TSLA
tesla inc
43.3 %
SPY
spdr s&p 500 etf tr
31.2 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf tr
6.5 M
WMT
walmart inc
4.8 M
NVDA
nvidia corporation
1.9 M
AMZN
amazon com inc
0.6 M
TSLA
tesla inc
0.6 M
Top 5 Losers (%)%
TSCO
tractor supply co
-81.3 %
ANET
arista networks inc
-72.0 %
PANW
palo alto networks inc
-49.2 %
XOM
exxon mobil corp
-40.3 %
MCHP
microchip technology inc.
-25.8 %
Top 5 Losers ($)$
TSCO
tractor supply co
-2.4 M
ANET
arista networks inc
-1.8 M
XOM
exxon mobil corp
-1.2 M
UNH
unitedhealth group inc
-0.4 M
PANW
palo alto networks inc
-0.3 M

Legacy Capital Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Capital Wealth Partners, LLC

Legacy Capital Wealth Partners, LLC has 336 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Legacy Capital Wealth Partners, LLC last quarter.

Last Reported on: 30 Jan, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions