Legacy Capital Wealth Partners, LLC
CIK Number: 0001766228
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc. | 100.84 | -0.15% | 515.89K | +1.14% | 45.29M | 68.9 | 11.14% | Share |
| 2 | JBHT | J.B. Hunt Trans... | 144.47 | -0.95% | 119.33K | 0.00% | 17.66M | 158.7 | 4.34% | Share |
| 3 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 75.69K | -3.8% | 14.43M | 567.73 | 3.55% | Share |
| 4 | SPDN | Direxion Daily ... | 9.96 | 0.00% | 1.02M | +100.00% | 11.79M | 11.59 | 2.90% | Share |
| 5 | RDVY | First Trust Ris... | 65.38 | -0.29% | 167.11K | -13% | 9.39M | 55.54 | 2.31% | Share |
| 6 | IVV | iShares Core S&... | 648.15 | +0.01% | 14.99K | +7.59% | 8.42M | 549.36 | 2.07% | Share |
| 7 | EOG | EOG Resources, ... | 119.79 | +0.27% | 60.43K | +0.25% | 7.75M | 126.54 | 1.91% | Share |
| 8 | RWL | Invesco S&P 500... | 106.34 | +0.06% | 80.37K | -14.07% | 7.47M | 93.58 | 1.84% | Share |
| 9 | PKW | Invesco BuyBack... | 128.79 | -0.63% | 69.64K | -13.53% | 7.26M | 105.43 | 1.79% | Share |
| 10 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 13.48K | -7.71% | 6.93M | 501.28 | 1.70% | Share |
| 11 | FAUG | FT Cboe Vest U.... | 50.69 | +0.10% | 125.86K | -14.34% | 5.73M | 45.75 | 1.41% | Share |
| 12 | AAPL | Apple Inc. | 232.81 | -0.22% | 24.48K | +2.64% | 5.44M | 202.17 | 1.34% | Share |
| 13 | MINT | PIMCO Enhanced ... | 100.44 | 0.00% | 45.74K | -2.08% | 4.6M | 100.21 | 1.13% | Share |
| 14 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 42.05K | -29.69% | 4.56M | 122.69 | 1.12% | Share |
| 15 | YMAR | FT Cboe Vest In... | 25.91 | -0.06% | 171.58K | -13.07% | 4.06M | 23.49 | 1.00% | Share |
| 16 | JAAA | Janus Henderson... | 50.70 | +0.13% | 69.63K | +12.97% | 3.53M | 50.74 | 0.87% | Share |
| 17 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 17.99K | +0.53% | 3.42M | 143.44 | 0.84% | Share |
| 18 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 9.02K | +0.08% | 3.38M | 426.46 | 0.83% | Share |
| 19 | BILZ | PIMCO ETF Trust... | 101.02 | +0.01% | 26.83K | +0.11% | 2.72M | 100.71 | 0.67% | Share |
| 20 | FLOT | iShares Floatin... | 50.98 | +0.01% | 53.17K | +1.75% | 2.71M | 50.86 | 0.67% | Share |
| 21 | OZK | Bank OZK | 50.29 | -0.69% | 61.73K | -0.11% | 2.68M | 40.79 | 0.66% | Share |
| 22 | ACIO | Aptus Collared ... | 42.50 | +0.06% | 62.73K | +440.45% | 2.43M | 38.92 | 0.60% | Share |
| 23 | V | Visa Inc. | 345.40 | +0.83% | 6.31K | -2.74% | 2.21M | 268.95 | 0.54% | Share |
| 24 | META | Meta Platforms,... | 781.96 | +0.24% | 3.8K | -0.78% | 2.19M | 536.68 | 0.54% | Share |
| 25 | AOK | iShares Core Co... | 39.41 | -0.28% | 58.08K | +7.42% | 2.19M | 36.89 | 0.54% | Share |
| 26 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 207.67K | +1.32% | 2.08M | 117.17 | 0.51% | Share |
| 27 | CVX | Chevron Corpora... | 155.20 | -0.43% | 12.13K | +2.11% | 2.03M | 164.7 | 0.50% | Share |
| 28 | GLDM | SPDR Gold MiniS... | 66.08 | -0.62% | 32.77K | +0.62% | 2.03M | 52.19 | 0.50% | Share |
| 29 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 34.68K | -6.67% | 1.98M | 57.79 | 0.49% | Share |
| 30 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 23.15K | +35.70% | 1.89M | 79.23 | 0.47% | Share |
| 31 | PFF | iShares Preferr... | 31.44 | -0.16% | 61.22K | -7.1% | 1.88M | 31.36 | 0.46% | Share |
| 32 | MLPX | Global X MLP & ... | 60.72 | +0.18% | 29.46K | -7.96% | 1.88M | 52.61 | 0.46% | Share |
| 33 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 3.41K | -7.94% | 1.78M | 536.8 | 0.44% | Share |
| 34 | VUG | Vanguard Growth... | 463.54 | +0.15% | 4.69K | +3.24% | 1.74M | 409.2 | 0.43% | Share |
| 35 | VZ | Verizon Communi... | 43.49 | -0.49% | 38.21K | +30.29% | 1.73M | 43.87 | 0.43% | Share |
| 36 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 7.01K | -4.87% | 1.72M | 185.54 | 0.42% | Share |
| 37 | GBDC | Golub Capital B... | 14.80 | -0.6% | 110.98K | -7.36% | 1.68M | 15.37 | 0.41% | Share |
| 38 | HTGC | Hercules Capita... | 19.34 | -0.49% | 84.6K | -4.87% | 1.63M | 20.57 | 0.40% | Share |
| 39 | PM | Philip Morris I... | 165.25 | -0.38% | 10.13K | -7.35% | 1.61M | 102.69 | 0.40% | Share |
| 40 | TCAF | T. Rowe Price E... | 36.99 | +0.07% | 49.66K | +100.00% | 1.6M | 32.28 | 0.39% | Share |
| 41 | MAIN | Main Street Cap... | 67.17 | -0.55% | 27.43K | -14.32% | 1.55M | 50.33 | 0.38% | Share |
| 42 | BND | Vanguard Total ... | 73.54 | -0.28% | 20.67K | -9.48% | 1.52M | 71.91 | 0.37% | Share |
| 43 | GLAD | Gladstone Capit... | 27.27 | -0.6% | 54.76K | -17.74% | 1.5M | 23.43 | 0.37% | Share |
| 44 | MSDL | Morgan Stanley ... | 17.69 | -0.34% | 74.83K | +100.00% | 1.49M | 19.96 | 0.37% | Share |
| 45 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 17.03K | +219.29% | 1.48M | 90.1 | 0.37% | Share |
| 46 | ARCC | Ares Capital Co... | 22.65 | -0.18% | 66.8K | -4.62% | 1.48M | 20.71 | 0.36% | Share |
| 47 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 21.82K | -5.93% | 1.43M | 65.98 | 0.35% | Share |
| 48 | TSLX | Sixth Street Sp... | 24.20 | -0.45% | 63.97K | -4.57% | 1.43M | 20.97 | 0.35% | Share |
| 49 | GAIN | Gladstone Inves... | 14.47 | -0.41% | 106.09K | +11.84% | 1.42M | 13.99 | 0.35% | Share |
| 50 | VTV | Vanguard Value ... | 180.44 | -0.2% | 8.11K | +10.25% | 1.4M | 166.44 | 0.34% | Share |
| 51 | TRIN | Trinity Capital... | 16.11 | -0.09% | 92.09K | -2.43% | 1.4M | 14.05 | 0.34% | Share |
| 52 | FDUS | Fidus Investmen... | 21.34 | -0.14% | 67.86K | -4.29% | 1.38M | 19.48 | 0.34% | Share |
| 53 | OBDC | Blue Owl Capita... | 14.29 | -0.63% | 93.51K | -3.99% | 1.37M | 14.99 | 0.34% | Share |
| 54 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 8.83K | +1.55% | 1.37M | 179.44 | 0.34% | Share |
| 55 | MUNI | PIMCO Intermedi... | 51.33 | -0.1% | 26.26K | 0.00% | 1.35M | 51.78 | 0.33% | Share |
| 56 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 14.69K | +260.24% | 1.35M | 91.64 | 0.33% | Share |
| 57 | CSWC | Capital Southwe... | 22.86 | -0.52% | 60.24K | -3.31% | 1.34M | 26.17 | 0.33% | Share |
| 58 | LDUR | PIMCO Enhanced ... | 95.74 | -0.05% | 14K | +46.80% | 1.34M | 94.9 | 0.33% | Share |
| 59 | FTCS | First Trust Cap... | 92.65 | -0.6% | 14.89K | +145.69% | 1.34M | 88.9 | 0.33% | Share |
| 60 | SPTM | SPDR Portfolio ... | 78.15 | -0.06% | 19.56K | -0.66% | 1.33M | 68.78 | 0.33% | Share |
| 61 | HYLS | First Trust Tac... | 41.89 | -0.26% | 31.51K | -31.77% | 1.29M | 41.87 | 0.32% | Share |
| 62 | ACN | Accenture plc | 246.13 | +0.18% | 4.11K | -2.91% | 1.28M | 304.45 | 0.32% | Share |
| 63 | UCON | First Trust TCW... | 24.95 | -0.16% | 51.04K | -25.51% | 1.26M | 24.45 | 0.31% | Share |
| 64 | HD | The Home Depot,... | 400.32 | -1.68% | 3.43K | -1.13% | 1.26M | 339.6 | 0.31% | Share |
| 65 | UNP | Union Pacific C... | 221.35 | -0.82% | 5.16K | -0.14% | 1.22M | 225.27 | 0.30% | Share |
| 66 | MA | Mastercard Inco... | 583.65 | +0.99% | 2.2K | -0.63% | 1.2M | 462.8 | 0.30% | Share |
| 67 | FTSL | First Trust Sen... | 46.08 | +0.04% | 24.98K | -28.07% | 1.14M | 45.8 | 0.28% | Share |
| 68 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 1.2K | -5.13% | 1.12M | 691.03 | 0.28% | Share |
| 69 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 2.02K | +1.05% | 1.08M | 408.51 | 0.26% | Share |
| 70 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 10.67K | +100.00% | 1.07M | 100.67 | 0.26% | Share |
| 71 | TPL | Texas Pacific L... | 913.32 | +3.51% | 803 | -12.53% | 1.06M | 798.6 | 0.26% | Share |
| 72 | MMC | Marsh & McLenna... | 206.96 | -1.14% | 4.22K | -9.69% | 1.03M | 210.34 | 0.25% | Share |
| 73 | USB | U.S. Bancorp | 46.83 | +0.46% | 24.14K | -6.89% | 1.02M | 39.43 | 0.25% | Share |
| 74 | UL | Unilever PLC | 61.71 | -1.17% | 17.02K | +8.17% | 1.01M | 55.48 | 0.25% | Share |
| 75 | LOW | Lowe's Companie... | 253.05 | -1.24% | 4.3K | -21.92% | 1M | 213.56 | 0.25% | Share |
| 76 | PSP | Invesco Global ... | 71.97 | -0.1% | 15.53K | -29.59% | 995.18K | 68.21 | 0.24% | Share |
| 77 | SYM | Symbotic Inc. | 52.73 | -1.77% | 49.11K | 0.00% | 992.59K | 35.48 | 0.24% | Share |
| 78 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 5.92K | -7.04% | 981.82K | 150.5 | 0.24% | Share |
| 79 | PG | The Procter & G... | 153.70 | -1.1% | 5.72K | +0.18% | 974.1K | 153.9 | 0.24% | Share |
| 80 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 36.91K | +44.91% | 972.55K | 25.74 | 0.24% | Share |
| 81 | MDT | Medtronic plc | 91.95 | -1.03% | 10.8K | -8.14% | 970.97K | 77.31 | 0.24% | Share |
| 82 | GWW | W.W. Grainger, ... | 974.58 | -0.76% | 972 | -5.54% | 960.66K | 896.19 | 0.24% | Share |
| 83 | TRV | The Travelers C... | 268.64 | -0.25% | 3.63K | -1.65% | 959.46K | 234.12 | 0.24% | Share |
| 84 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 3.33K | -1.42% | 958.35K | 213.27 | 0.24% | Share |
| 85 | VFLO | VictoryShares F... | 35.73 | -0.68% | 27.86K | +22.12% | 955.01K | 33.7 | 0.23% | Share |
| 86 | FTLS | First Trust Lon... | 67.66 | +0.20% | 14.82K | +4.27% | 949.66K | 63.1 | 0.23% | Share |
| 87 | ORLY | O'Reilly Automo... | 101.50 | -1.11% | 648 | +1.57% | 928.31K | 1126.25 | 0.23% | Share |
| 88 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 5.46K | -0.65% | 914.37K | 168.07 | 0.22% | Share |
| 89 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 1.1K | +30.76% | 909.47K | 772.07 | 0.22% | Share |
| 90 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 4.3K | +3.66% | 901.42K | 173.92 | 0.22% | Share |
| 91 | WMB | The Williams Co... | 57.34 | -0.9% | 15.06K | -9.34% | 900.19K | 42.39 | 0.22% | Share |
| 92 | TCHP | T. Rowe Price B... | 47.66 | +0.40% | 23.41K | +70.25% | 891.84K | 38.87 | 0.22% | Share |
| 93 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 8.85K | -3.42% | 884.7K | 96.83 | 0.22% | Share |
| 94 | AMGN | Amgen Inc. | 290.28 | +0.33% | 2.8K | -8.09% | 871.19K | 278.88 | 0.21% | Share |
| 95 | IJR | iShares Core S&... | 115.17 | -1.4% | 16.35K | +13.96% | 870.52K | 113.25 | 0.21% | Share |
| 96 | SMTH | Alps Etf Trust ... | 25.94 | -0.15% | 33.44K | 0.00% | 865.47K | 25.52 | 0.21% | Share |
| 97 | UPS | United Parcel S... | 88.56 | +0.43% | 7.78K | +71.01% | 855.28K | 134.58 | 0.21% | Share |
| 98 | GSK | GSK plc | 39.22 | +0.23% | 21.87K | +35.91% | 847.1K | 39.41 | 0.21% | Share |
| 99 | IWP | iShares Russell... | 139.75 | -0.98% | 7.14K | +0.82% | 839.05K | 126.67 | 0.21% | Share |
| 100 | GPC | Genuine Parts C... | 137.79 | -0.19% | 6.83K | +8.42% | 813.37K | 124.32 | 0.20% | Share |
| 101 | CB | Chubb Limited | 275.69 | +0.24% | 2.67K | -6.55% | 804.96K | 270.58 | 0.20% | Share |
| 102 | KNGZ | First Trust S&P... | 34.79 | -0.17% | 24.96K | +100.00% | 804.12K | 32.21 | 0.20% | Share |
| 103 | ABT | Abbott Laborato... | 129.32 | -0.06% | 5.99K | -5.83% | 794.56K | 103.25 | 0.20% | Share |
| 104 | KO | The Coca-Cola C... | 69.52 | -1.33% | 11.02K | -11.93% | 789.14K | 63.28 | 0.19% | Share |
| 105 | AVLV | Avantis U.S. La... | 70.85 | -0.21% | 11.94K | +28.90% | 778.54K | 66.42 | 0.19% | Share |
| 106 | KVUE | Kenvue Inc. | 21.07 | -2.97% | 32.23K | -30.12% | 772.9K | 18.45 | 0.19% | Share |
| 107 | INTU | Intuit Inc. | 710.55 | -0.16% | 1.25K | +9.06% | 768.91K | 643.55 | 0.19% | Share |
| 108 | TFC | Truist Financia... | 44.96 | +0.33% | 18.49K | -7.54% | 761.03K | 40.95 | 0.19% | Share |
| 109 | BR | Broadridge Fina... | 259.14 | -0.97% | 3.12K | -4.03% | 756.25K | 204.92 | 0.19% | Share |
| 110 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 1.48K | -12.76% | 753.5K | 478.82 | 0.19% | Share |
| 111 | MBB | iShares MBS ETF | 93.62 | -0.34% | 8.02K | +23.29% | 752.21K | 92.08 | 0.18% | Share |
| 112 | SNY | Sanofi | 49.04 | +0.62% | 13.56K | +11.57% | 752.2K | 54.04 | 0.18% | Share |
| 113 | T | AT&T Inc. | 28.75 | +1.27% | 26.09K | -28.77% | 737.73K | 16.42 | 0.18% | Share |
| 114 | PYPL | PayPal Holdings... | 69.35 | -1.81% | 11.26K | -3.1% | 734.98K | 71.06 | 0.18% | Share |
| 115 | WPC | W. P. Carey Inc... | 65.16 | -0.87% | 11.33K | +0.56% | 714.85K | 55.7 | 0.18% | Share |
| 116 | COR | Cencora, Inc. | 294.88 | +1.32% | 2.56K | -20.96% | 712.05K | 187.22 | 0.18% | Share |
| 117 | COST | Costco Wholesal... | 975.42 | -0.35% | 752 | +8.20% | 711.57K | 782.55 | 0.17% | Share |
| 118 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 14.23K | +0.52% | 706.09K | 49.97 | 0.17% | Share |
| 119 | VEA | Vanguard Develo... | 58.60 | -0.18% | 13.85K | +19.20% | 704.04K | 50.02 | 0.17% | Share |
| 120 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 2.7K | -14.83% | 699.58K | 248.22 | 0.17% | Share |
| 121 | LIN | Linde plc | 477.49 | +0.39% | 1.5K | -2.73% | 696.59K | 452.39 | 0.17% | Share |
| 122 | AJG | Arthur J. Galla... | 293.43 | -0.57% | 2.02K | +5.44% | 695.52K | 264.18 | 0.17% | Share |
| 123 | AZN | AstraZeneca PLC | 78.49 | +0.71% | 9.41K | -1.17% | 691.97K | 77.57 | 0.17% | Share |
| 124 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 1.39K | +0.07% | 689.39K | 463.63 | 0.17% | Share |
| 125 | TXN | Texas Instrumen... | 193.71 | +0.22% | 3.83K | -8.95% | 687.46K | 170.82 | 0.17% | Share |
| 126 | DIS | The Walt Disney... | 116.33 | -0.27% | 6.88K | -13.89% | 679.18K | 98.04 | 0.17% | Share |
| 127 | MRK | Merck & Co., In... | 82.74 | +0.04% | 7.52K | +23.08% | 674.8K | 114.81 | 0.17% | Share |
| 128 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 4.06K | +3.28% | 673.69K | 172.31 | 0.17% | Share |
| 129 | XONE | Bondbloxx Bloom... | 49.53 | -0.01% | 13.51K | +79.33% | 671.65K | 49.62 | 0.17% | Share |
| 130 | FVD | First Trust Val... | 46.02 | -0.56% | 14.93K | +100.00% | 665.68K | 44.59 | 0.16% | Share |
| 131 | BRO | Brown & Brown, ... | 95.14 | -0.8% | 5.34K | -10.46% | 664.15K | 89.11 | 0.16% | Share |
| 132 | ROE | Astoria US Equa... | 33.06 | -0.4% | 22.66K | +38.42% | 663.37K | 30.38 | 0.16% | Share |
| 133 | HIG | The Hartford Fi... | 131.35 | +0.32% | 5.34K | +3.49% | 660.84K | 102.25 | 0.16% | Share |
| 134 | PNC | The PNC Financi... | 194.55 | +0.59% | 3.76K | -3.37% | 660.18K | 150.78 | 0.16% | Share |
| 135 | AVMV | American Centur... | 68.06 | -0.69% | 10.66K | +100.00% | 654.83K | 61.44 | 0.16% | Share |
| 136 | HOMB | Home Bancshares... | 28.85 | +0.10% | 22.69K | +0.55% | 641.34K | 23.8 | 0.16% | Share |
| 137 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 4.03K | +11.36% | 629.61K | 181.71 | 0.15% | Share |
| 138 | TJX | The TJX Compani... | 132.95 | -0.86% | 5.17K | -7.52% | 629.4K | 110.58 | 0.15% | Share |
| 139 | CTRA | Coterra Energy ... | 24.07 | -0.62% | 21.75K | -6.77% | 628.56K | 26.54 | 0.15% | Share |
| 140 | SCHW | The Charles Sch... | 97.75 | +2.26% | 8.01K | -0.68% | 626.59K | 72.81 | 0.15% | Share |
| 141 | PGR | The Progressive... | 250.95 | +0.71% | 2.19K | +10.14% | 620.81K | 223.2 | 0.15% | Share |
| 142 | LMT | Lockheed Martin... | 437.38 | -1.17% | 1.37K | -9.4% | 611.7K | 436.9 | 0.15% | Share |
| 143 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 8.52K | -32.37% | 611.54K | 60.56 | 0.15% | Share |
| 144 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 1.14K | +100.00% | 609.77K | 533.48 | 0.15% | Share |
| 145 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 1.21K | -26.37% | 601.81K | 541.72 | 0.15% | Share |
| 146 | ZBH | Zimmer Biomet H... | 102.13 | -1.06% | 5.29K | +22.60% | 599.17K | 107.02 | 0.15% | Share |
| 147 | RTX | RTX Corporation | 155.06 | -0.42% | 4.47K | -3.08% | 592.12K | 121.16 | 0.15% | Share |
| 148 | TTE | TotalEnergies S... | 61.50 | +0.21% | 9.08K | +46.45% | 587.58K | 64.64 | 0.14% | Share |
| 149 | TGT | Target Corporat... | 104.22 | -1.08% | 5.61K | +235.81% | 585.23K | 119.7 | 0.14% | Share |
| 150 | MCO | Moody's Corpora... | 521.46 | +0.06% | 1.23K | +6.40% | 573.26K | 424.15 | 0.14% | Share |