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 4 of 18
72201R718
Shares:14.0K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$406.5M)
33733E104
Shares:14.9K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$406.5M)
78464A805
Shares:19.6K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$406.5M)
33738D408
Shares:31.5K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$406.5M)
33740F888
Shares:51.0K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$406.5M)
33738D309
Shares:25.0K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$406.5M)
46436E718
Shares:10.7K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$406.5M)
Shares:4.2K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$406.5M)
46137V118
Shares:15.5K
Value:$995.2K
% of Portfolio:0.2% ($995.2K/$406.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip72201R718)✕ | 14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
(cusip33733E104)✕ | 14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
(cusip78464A805)✕ | 19.6K | QoQ -0.65% (-129)YoY NEW(+19.6K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
(cusip33738D408)✕ | 31.5K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | ||
Accenture plc(ACNcusipG1151C101) | 4.1K | QoQ -2.90% (-123)YoY NEW(+4.1K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
(cusip33740F888)✕ | 51.0K | YoY NEW(+51.0K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
HOME DEPOT, INC.(HDcusip437076102) | 3.4K | QoQ -1.12% (-39)YoY NEW(+3.4K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$406.5M) | YoY NEW(+$1.3M) |
| 5.2K | QoQ -0.13% (-7)YoY NEW(+5.2K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$406.5M) | YoY NEW(+$1.2M) | |
Mastercard Inc(MAcusip57636Q104) | 2.2K | QoQ -0.63% (-14)YoY NEW(+2.2K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$406.5M) | YoY NEW(+$1.2M) |
(cusip33738D309)✕ | 25.0K | YoY NEW(+25.0K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$406.5M) | YoY NEW(+$1.1M) |
NETFLIX INC(NFLXcusip64110L106) | 1.2K | QoQ -5.13% (-65)YoY NEW(+1.2K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$406.5M) | YoY NEW(+$1.1M) |
| 2.0K | QoQ +1.04% (+21)YoY NEW(+2.0K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$406.5M) | YoY NEW(+$1.1M) | |
(cusip46436E718)✕ | 10.7K | QoQ NEW(+10.7K) YoY NEW(+10.7K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$406.5M) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
| 803 | YoY NEW(+803) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$406.5M) | YoY NEW(+$1.1M) | |
| 4.2K | QoQ -9.69% (-453)YoY NEW(+4.2K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$406.5M) | YoY NEW(+$1.0M) | |
US BANCORP \DE\(USBcusip902973304) | 24.1K | YoY NEW(+24.1K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$406.5M) | YoY NEW(+$1.0M) |
UNILEVER PLC(ULcusip904767704) | 17.0K | YoY NEW(+17.0K) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$406.5M) | YoY NEW(+$1.0M) |
| 4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$406.5M) | YoY NEW(+$1.0M) | |
(cusip46137V118)✕ | 15.5K | YoY NEW(+15.5K) | All Managers (Combined) | $995.2K | 0.2% ($995.2K/$406.5M) | YoY NEW(+$995.2K) |
Symbotic Inc.(SYMcusip87151X101) | 49.1K | QoQ 0.00% (-0)YoY NEW(+49.1K) | All Managers (Combined) | $992.6K | 0.2% ($992.6K/$406.5M) | YoY NEW(+$992.6K) |