Legacy Capital Wealth Partners, LLC Top Holdings and 13F Report (2025) About Legacy Capital Wealth Partners, LLCInvestment ActivityLegacy Capital Wealth Partners, LLC has $404.07 million in total holdings as of December 31, 2024.Legacy Capital Wealth Partners, LLC owns shares of 337 different stocks, but just 128 companies or ETFs make up 80% of its holdings.Approximately 8.23% of the portfolio was purchased this quarter.About 36.54% of the portfolio was sold this quarter.This quarter, Legacy Capital Wealth Partners, LLC has purchased 357 new stocks and bought additional shares in 88 stocks.Legacy Capital Wealth Partners, LLC sold shares of 192 stocks and completely divested from 63 stocks this quarter.Largest Holdings Walmart $46,085,597J.B. Hunt Transport Services $20,365,370SPDR S&P 500 ETF Trust $16,865,478First Trust NASDAQ Rising Dividend Achievers $10,965,028Invesco BuyBack Achievers ETF $8,676,853 Largest New Holdings this Quarter Nuveen S&P 500 Buy-Write Income Fund $2,130,131 HoldingVanguard Growth ETF $1,864,442 HoldingVanguard Total Bond Market ETF $1,642,137 HoldingiShares Russell 1000 ETF $1,060,873 HoldingiShares Russell 1000 Value ETF $1,049,132 Holding Largest Purchases this Quarter Nuveen S&P 500 Buy-Write Income Fund 152,261 shares (about $2.13M)Vanguard Growth ETF 4,543 shares (about $1.86M)Vanguard Total Bond Market ETF 22,836 shares (about $1.64M)Walmart 15,381 shares (about $1.39M)iShares Russell 1000 ETF 3,293 shares (about $1.06M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 76,451 shares (about $16.39M)GAP 638,378 shares (about $15.08M)NVIDIA 72,312 shares (about $9.71M)Invesco S&P 500 Equal Weight ETF 26,207 shares (about $4.59M)ProShares UltraShort S&P500 163,596 shares (about $3.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Capital Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMTWalmart$46,085,597$1,389,672 ▲3.1%510,07911.4%Retail/WholesaleJBHTJ.B. Hunt Transport Services$20,365,370$737,422 ▼-3.5%119,3335.0%TransportationSPYSPDR S&P 500 ETF Trust$16,865,478$16,388,097 ▼-49.3%78,6784.2%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$10,965,028$2,893,995 ▼-20.9%192,0742.7%ManufacturingPKWInvesco BuyBack Achievers ETF$8,676,853$2,130,698 ▼-19.7%80,5382.1%ETFRWLInvesco S&P 500 Revenue ETF$8,657,062$1,933,665 ▼-18.3%93,5252.1%ETFIVViShares Core S&P 500 ETF$8,200,787$415,014 ▼-4.8%13,9312.0%ETFNVDANVIDIA$8,030,330$9,710,847 ▼-54.7%59,7982.0%Computer and TechnologyVOOVanguard S&P 500 ETF$7,872,304$246,767 ▼-3.0%14,6111.9%ETFEOGEOG Resources$7,389,245$91,935 ▼-1.2%60,2811.8%Oils/EnergyFAUGFT Vest U.S. Equity Buffer ETF - August$6,838,122$2,095,324 ▼-23.5%146,9301.7%ETFIEFAiShares Core MSCI EAFE ETF$6,551,872$129,735 ▼-1.9%98,8831.6%ETFAAPLApple$5,973,954$623,539 ▼-9.5%23,8561.5%Computer and TechnologyGPSGAP$5,340,971$15,084,873 ▼-73.9%226,0251.3%Consumer CyclicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,687,331$40,237 ▼-0.9%46,7141.2%ETFYMARFT Vest International Equity Moderate Buffer ETF - March$4,448,550$1,523,098 ▼-25.5%197,3651.1%ETFAMZNAmazon.com$3,925,258$67,790 ▼-1.7%17,8921.0%Retail/WholesaleMSFTMicrosoft$3,797,308$149,212 ▲4.1%9,0090.9%Computer and TechnologySDSProShares UltraShort S&P500$3,374,494$3,217,940 ▼-48.8%171,5550.8%ETFJAAAJanus Henderson AAA CLO ETF$3,125,413$2,955,179 ▼-48.6%61,6330.8%ETFOZKBank OZK$2,751,632$1,915 ▼-0.1%61,7930.7%FinanceBILZPIMCO Ultra Short Government Active ETF$2,702,388$3,327 ▲0.1%26,8040.7%ETFFLOTiShares Floating Rate Bond ETF$2,658,660$12,974 ▲0.5%52,2540.7%ETFMETAMeta Platforms$2,243,942$1,509,625 ▼-40.2%3,8320.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$2,137,460$2,137,230 ▼-50.0%37,1540.5%ETFBXMXNuveen S&P 500 Buy-Write Income Fund$2,130,131$2,130,131 ▲New Holding152,2610.5%Financial ServicesPFFiShares Preferred and Income Securities ETF$2,071,844$139,972 ▼-6.3%65,8980.5%ETFVVisa$2,050,281$1,701,351 ▼-45.3%6,4870.5%Business ServicesAOKiShares Core Conservative Allocation ETF$2,016,6990.0%54,0670.5%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$1,938,316$2,028,367 ▼-51.1%32,0070.5%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,908,767$24,426 ▼-1.3%46,1840.5%ManufacturingGLADSTONE CAPITAL CORP$1,893,110$112,878 ▼-5.6%66,5650.5%COM NEWMAINMain Street Capital$1,875,592$2,170,304 ▼-53.6%32,0180.5%FinanceUNHUnitedHealth Group$1,872,238$1,882,355 ▼-50.1%3,7010.5%MedicalVUGVanguard Growth ETF$1,864,442$1,864,442 ▲New Holding4,5430.5%ETFGBDCGolub Capital BDC$1,816,175$1,264,804 ▼-41.1%119,8000.4%FinanceHTGCHercules Capital$1,786,685$85,925 ▼-4.6%88,9340.4%FinanceJPMJPMorgan Chase & Co.$1,765,404$1,739,037 ▼-49.6%7,3650.4%FinanceCVXChevron$1,721,037$40,556 ▼-2.3%11,8820.4%Oils/EnergyGLDMSPDR Gold MiniShares Trust$1,693,208$41,696 ▲2.5%32,5680.4%FinanceUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,688,955$82,652 ▼-4.7%68,5170.4%ETFBXSLBlackstone Secured Lending Fund$1,650,153$1,924,075 ▼-53.8%51,0730.4%FinanceGOOGLAlphabet$1,646,276$74,392 ▲4.7%8,6970.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,642,137$1,642,137 ▲New Holding22,8360.4%ETFFTSLFirst Trust Senior Loan ETF$1,605,431$5,780 ▼-0.4%34,7200.4%ManufacturingXOMExxon Mobil$1,604,591$79,510 ▼-4.7%204,9590.4%Oils/EnergySPLGSPDR Portfolio S&P 500 ETF$1,598,753$1,479,691 ▼-48.1%23,1900.4%ETFPNNTPennantPark Investment$1,561,410$139,207 ▼-8.2%220,5380.4%FinanceCAVACAVA Group$1,540,622$644,313 ▲71.9%13,6580.4%Retail/WholesaleARCCAres Capital$1,533,044$167,393 ▼-9.8%70,0340.4%FinanceFDUSFidus Investment$1,490,249$80,338 ▼-5.1%70,8970.4%FinanceACNAccenture$1,487,549$202,608 ▼-12.0%4,2290.4%Computer and TechnologyOBDCBlue Owl Capital$1,472,607$1,696,790 ▼-53.5%97,3950.4%FinancePSPInvesco Global Listed Private Equity ETF$1,472,268$12,619 ▲0.9%22,0500.4%ETFTSLXSixth Street Specialty Lending$1,427,758$1,654,304 ▼-53.7%67,0310.4%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,406,179$307,151 ▲27.9%19,6860.3%ETFTRINTrinity Capital$1,365,751$66,345 ▼-4.6%94,3850.3%FinanceLOWLowe's Companies$1,360,286$244,812 ▼-15.3%5,5120.3%Retail/WholesaleCSWCCapital Southwest$1,359,440$62,449 ▼-4.4%62,3020.3%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,358,6370.0%26,2640.3%ETFHDHome Depot$1,348,224$87,133 ▲6.9%3,4660.3%Retail/WholesalePMPhilip Morris International$1,315,253$212,169 ▲19.2%10,9290.3%Consumer StaplesEFAiShares MSCI EAFE ETF$1,289,982$65,327 ▲5.3%17,0610.3%FinanceTSLATesla$1,279,613$686,848 ▼-34.9%3,1690.3%Auto/Tires/TrucksAVGOBroadcom$1,274,456$1,281,180 ▼-50.1%5,4970.3%Computer and TechnologyGAINGladstone Investment$1,256,844$62,712 ▼-4.8%94,8560.3%FinanceVTVVanguard Value ETF$1,245,565$788,446 ▲172.5%7,3570.3%ETFUSBU.S. Bancorp$1,239,929$79,062 ▼-6.0%25,9240.3%FinanceUNPUnion Pacific$1,178,133$99,660 ▲9.2%5,1660.3%TransportationVZVerizon Communications$1,172,899$1,513,812 ▼-56.3%29,3300.3%Computer and TechnologySYMSymbotic$1,164,4930.0%49,1140.3%Business ServicesMAMastercard$1,164,338$1,173,290 ▼-50.2%2,2110.3%Business ServicesNFLXNetflix$1,129,302$689,881 ▼-37.9%1,2670.3%Consumer DiscretionaryGWWW.W. Grainger$1,084,845$138,110 ▼-11.3%1,0290.3%Industrial ProductsIWBiShares Russell 1000 ETF$1,060,873$1,060,873 ▲New Holding3,2930.3%ETFIWDiShares Russell 1000 Value ETF$1,049,132$1,049,132 ▲New Holding5,6670.3%ETFTPLTexas Pacific Land$1,015,271$1,224,297 ▼-54.7%9180.3%Oils/EnergyMMCMarsh & McLennan Companies$992,531$43,541 ▲4.6%4,6730.2%FinancePYPLPayPal$992,108$986,731 ▼-49.9%11,6240.2%Computer and TechnologyKVUEKenvue$984,781$144,901 ▲17.3%46,1260.2%Consumer StaplesPGProcter & Gamble$956,671$108,309 ▲12.8%5,7060.2%Consumer StaplesMDTMedtronic$939,512$97,130 ▼-9.4%11,7620.2%MedicalFTLSFirst Trust Long/Short Equity ETF$935,334$4,212 ▼-0.4%14,2130.2%ETFJNJJohnson & Johnson$920,983$134,069 ▼-12.7%6,3680.2%MedicalBRK.BBerkshire Hathaway$906,842$38,068 ▲4.4%2,0010.2%FinanceLDURPIMCO Low Duration Exchange-Traded Fund$906,156$1,140 ▲0.1%9,5390.2%ETFWMBWilliams Companies$899,135$448,647 ▼-33.3%16,6140.2%Oils/EnergyIWPiShares Russell Mid-Cap Growth ETF$897,709$897,709 ▲New Holding7,0830.2%ETFULUnilever$892,290$183,879 ▲26.0%15,7370.2%Consumer StaplesDISWalt Disney$889,851$95,767 ▼-9.7%7,9910.2%Consumer DiscretionaryTRVTravelers Companies$888,533$28,903 ▼-3.2%3,6890.2%FinanceEFGiShares MSCI EAFE Growth ETF$886,963$886,963 ▲New Holding9,1600.2%ETFWFCWells Fargo & Company$884,671$1,054 ▲0.1%12,5950.2%FinanceTFCTruist Financial$867,730$953,536 ▼-52.4%20,0030.2%FinanceQQQInvesco QQQ$856,936$810,408 ▼-48.6%1,6760.2%FinanceTMOThermo Fisher Scientific$854,389$36,423 ▼-4.1%1,6420.2%MedicalALPS ETF TR$853,261$853,261 ▲New Holding33,4350.2%SMITH CORE PLUSSPGIS&P Global$846,429$933,561 ▼-52.4%1,7000.2%Business ServicesTAT&T$833,935$16,668 ▼-2.0%36,6240.2%Computer and TechnologyGLDSPDR Gold Shares$816,947$800,966 ▼-49.5%3,3740.2%FinanceShowing largest 100 holdings. 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