Ticker | $ Bought |
---|---|
nuveen s&p 500 buy-write inc | 2,130,130 |
vanguard index fds | 1,864,440 |
vanguard bd index fds | 1,642,140 |
ishares tr | 1,060,870 |
ishares tr | 1,049,130 |
ishares tr | 897,709 |
ishares tr | 886,963 |
alps etf tr | 853,261 |
Ticker | % Inc. |
---|---|
tractor supply co | 379 |
vanguard index fds | 172 |
genuine parts co | 113 |
palo alto networks inc | 109 |
baxter intl inc | 75.16 |
cava group inc | 71.89 |
etf ser solutions | 67.21 |
ishares tr | 56.68 |
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 |
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 has about 44.1% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 44.1 |
Consumer Defensive | 13.2 |
Financial Services | 9.9 |
Industrials | 8.3 |
Technology | 8.1 |
Consumer Cyclical | 5 |
Energy | 3.6 |
Healthcare | 3.1 |
Communication Services | 2.3 |
Utilities | 1.1 |
Legacy Capital Wealth Partners, LLC has about 48.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 43.9 |
MEGA-CAP | 24.3 |
LARGE-CAP | 24.2 |
MID-CAP | 4.2 |
SMALL-CAP | 3.3 |
About 48.1% of the stocks held by Legacy Capital Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 51.9 |
S&P 500 | 46.6 |
RUSSELL 2000 | 1.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
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, 2025Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 1.48 | 23,856 | 5,973,950 | reduced | -9.45 | ||
AAXJ | ishares tr | 0.51 | 65,898 | 2,071,840 | reduced | -6.33 | ||
AAXJ | ishares tr | 0.22 | 9,160 | 886,963 | new | |||
AAXJ | ishares tr | 0.15 | 6,506 | 596,470 | new | |||
AAXJ | ishares tr | 0.06 | 2,163 | 230,468 | added | 2.32 | ||
ABBV | abbvie inc | 0.18 | 4,150 | 737,489 | reduced | -7.14 | ||
ABC | cencora inc | 0.18 | 3,239 | 727,645 | reduced | -19.69 | ||
ABT | abbott labs | 0.18 | 6,361 | 719,492 | reduced | -5.72 | ||
ACES | alps etf tr | 0.21 | 33,435 | 853,261 | new | |||
ACIO | etf ser solutions | 0.12 | 11,608 | 467,117 | added | 67.21 | ||
ACN | accenture plc ireland | 0.37 | 4,229 | 1,487,550 | reduced | -11.99 | ||
ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
ADC | agree rlty corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
AEMB | american centy etf tr | 0.15 | 9,262 | 618,424 | new | |||
AEMB | american centy etf tr | 0.13 | 5,334 | 514,891 | new | |||
AFK | vaneck etf trust | 0.07 | 3,075 | 285,129 | unchanged | 0.00 | ||
AFLG | first tr exchng traded fd vi | 1.69 | 146,930 | 6,838,120 | reduced | -23.45 | ||
AFLG | first tr exchng traded fd vi | 1.10 | 197,365 | 4,448,550 | reduced | -25.51 | ||
AFLG | first tr exchng traded fd vi | 0.42 | 68,517 | 1,688,960 | reduced | -4.67 | ||
AFLG | first tr exchng traded fd vi | 0.07 | 6,578 | 281,991 | new | |||