Legacy-Capital-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "SE", null, null, null, "OLLI", "MU", null, "ACN", "ABT", "ABBV", "OBDC", "APD", "MAIN", null, "JLL", "GOOGL", "AXP", "SCHH", "ASML", "T", "BLK", "AVGO", "APP", "LOW", null, "BRO", "ARCC", "WRB", "BSX", null, "COF", "DUK", null, null, null, "SLI", "EOG", "SIGI", null, null, "WEST", null, "GD", "TSLX", "MSDL", null, "HD", null, "AZN", null, null, null, null, "INTU", null, null, "EVGO", null, null, "UNP", null, "FSCO", "GLAD", null, "ISRG", "HEI-A", "HMC", "LEN", null, "IDA", "INGR", "AMAT", "BKNG", null, null, "MUB", "META", null, null, null, null, "IJH", null, null, null, null, null, null, null, null, null, "LHX", "LRCX", "LIN", "SYM", "MMC", null, "PWR", "MA", "MDT", "MSFT", "MDLZ", "TMUS", "EQIX", "EQT", "GPC", "HIG", "OXY", null, "ODFL", "ORLY", "ICLR", "FDUS", "AMP", "FAST", "ANSS", "DG", "IJR", "EFG", "ANET", "KLAC", "ORCL", "NOC", "PAYX", null, null, null, "NNN", null, null, "IWF", "PANW", "PYPL", "PNC", "PGR", "HTGC", "GBDC", "IVV", null, "UNH", "AAPL", "SPY", "BXSL", null, "HLN", "NVDA", "ENB", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "KVUE", null, "DGX", "PPG", null, "IEFA", "SPGI", null, null, "NOW", "SHW", "ROP", "SRE", "ROST", "SNA", "SHEL", "RTX", "GLD", "SAP", null, null, "AMT", "RSG", "SPLG", null, "SYK", "SBUX", "SNPS", "TXN", "TGT", "TMO", "TJX", "TFC", "TRV", "UBER", "UL", "UPS", "VNQ", "VO", "NEM", "MET", "AGNC", "VOE", "HOMB", "RKLB", "SCHW", "MNST", "ACWV", null, null, "SBAC", null, null, "VCIT", "CSWC", "VIG", null, null, "LYG", "TTE", "TSCO", "GAIN", "XLB", null, "SNY", "GL", "TSM", "IT", "GSK", "GPN", null, "PR", "BN.TO", "VRTX", null, "SF", "AVB", "DLTR", "WEC", "DEO", "AJG", "WM", "IWP", null, "TRIN", null, null, null, "AOS", "RACE", "NVO", "AMZN", null, null, "TPL", "ABEV", "RGA", null, "USB", "ESGV", "VUG", "VEA", null, "VBK", "VTEB", "BND", "VOT", "VOO", "VTV", "V", "WMT", "WFC", "WMB", "WPC", "WDAY", "ADC", null, "DTE", "FNF", "AEM", null, "EXLS", "JBHT", "JKHY", "KDP", "MKL", "PSX", "CRM", "SCI", "SYY", null, "ZBH", "GAP", "MCK", "GWW", null, null, "AZO", "BAC", null, "OZK", "BRK-B", "BAX", "BDX", "BR", "BURL", "CCJ", "CDNS", "CSL", "CDW", "CASY", "CHE", "CVX", "CB", "CMG", "CSCO", "KO", "CCEP", "CMCSA", "COP", "STZ", "CPRT", "CTRA", "COST", "CVS", "CFR", "FANG", "DFS", null, "EFA", "MCO", "VMC", "NEE", "STT", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "APO", "URI", "MCHP", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 351
- Total Value
- 406500952
- Accession Number
- 0001951757-25-000497
- Form Type
- 13F-HR
- Manager Name
- Legacy-Capital-Wealth-Partners
Data Enrichment
76% identified268 identified83 unidentified
Holdings
351 positions • $406.5M total value
Manager:
Search and click to pin securities to the top
Page 3 of 18
Shares:10.1K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$406.5M)
87283Q867
Shares:49.7K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$406.5M)
Shares:48.9K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$406.5M)
Shares:74.8K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$406.5M)
025072877
Shares:17.0K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$406.5M)
Shares:64.0K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$406.5M)
Shares:106.1K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$406.5M)
72201R866
Shares:26.3K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$406.5M)
78468R663
Shares:14.7K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$406.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 10.1K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$406.5M) | |||
(cusip87283Q867)✕ | 49.7K | QoQ NEW(+49.7K) YoY NEW(+49.7K) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$406.5M) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
| 48.9K | YoY NEW(+48.9K) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$406.5M) | YoY NEW(+$1.6M) | |
| 27.4K | YoY NEW(+27.4K) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$406.5M) | YoY NEW(+$1.6M) | |
| 20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$406.5M) | YoY NEW(+$1.5M) | |
| 54.8K | YoY NEW(+54.8K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$406.5M) | YoY NEW(+$1.5M) | |
| 74.8K | QoQ NEW(+74.8K) YoY NEW(+74.8K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$406.5M) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
(cusip025072877)✕ | 17.0K | YoY NEW(+17.0K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$406.5M) | YoY NEW(+$1.5M) |
| 66.8K | YoY NEW(+66.8K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$406.5M) | YoY NEW(+$1.5M) | |
| 21.8K | YoY NEW(+21.8K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
| 64.0K | YoY NEW(+64.0K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
| 106.1K | YoY NEW(+106.1K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
| 8.1K | YoY NEW(+8.1K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
| 92.1K | YoY NEW(+92.1K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
| 67.9K | YoY NEW(+67.9K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
| 93.5K | YoY NEW(+93.5K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 8.8K | QoQ +1.55% (-135)YoY NEW(+8.8K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) |
(cusip72201R866)✕ | 26.3K | QoQ 0.00% (-0)YoY NEW(+26.3K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$406.5M) | YoY NEW(+$1.4M) |
(cusip78468R663)✕ | 14.7K | YoY NEW(+14.7K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
| 60.2K | YoY NEW(+60.2K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |