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",
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  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",
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  "FDUS",
  "AMP",
  "FAST",
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  "DG",
  "IJR",
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  "ANET",
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  "NOC",
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  null,
  null,
  null,
  "NNN",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PNC",
  "PGR",
  "HTGC",
  "GBDC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "HLN",
  "NVDA",
  "ENB",
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  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
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  "KVUE",
  null,
  "DGX",
  "PPG",
  null,
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  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "ROP",
  "SRE",
  "ROST",
  "SNA",
  "SHEL",
  "RTX",
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  "SAP",
  null,
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
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  "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

SEC FilingSEC DataHachi Filing

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
CIK: legacy-capital-wealth-partners
Manager Name: Legacy-Capital-Wealth-Partners

Data Enrichment

76% identified

268 identified83 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

351 positions • $406.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 18

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GSK plc

GSK|37733W204

Shares:21.9K

Value:$847.1K

% of Portfolio:0.2% ($847.1K/$406.5M)

464287481

IWP|464287481

Shares:7.1K

Value:$839.1K

% of Portfolio:0.2% ($839.1K/$406.5M)

GENUINE PARTS CO

GPC|372460105

Shares:6.8K

Value:$813.4K

% of Portfolio:0.2% ($813.4K/$406.5M)

Chubb Ltd

CB|H1467J104

Shares:2.7K

Value:$805.0K

% of Portfolio:0.2% ($805.0K/$406.5M)

33738R738

Shares:25.0K

Value:$804.1K

% of Portfolio:0.2% ($804.1K/$406.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.0K

Value:$794.6K

% of Portfolio:0.2% ($794.6K/$406.5M)

COCA COLA CO

KO|191216100

Shares:11.0K

Value:$789.1K

% of Portfolio:0.2% ($789.1K/$406.5M)

025072349

Shares:11.9K

Value:$778.5K

% of Portfolio:0.2% ($778.5K/$406.5M)

Kenvue Inc.

KVUE|49177J102

Shares:32.2K

Value:$772.9K

% of Portfolio:0.2% ($772.9K/$406.5M)

INTUIT INC.

INTU|461202103

Shares:1.3K

Value:$768.9K

% of Portfolio:0.2% ($768.9K/$406.5M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:18.5K

Value:$761.0K

% of Portfolio:0.2% ($761.0K/$406.5M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:3.1K

Value:$756.2K

% of Portfolio:0.2% ($756.2K/$406.5M)

S&P Global Inc.

SPGI|78409V104

Shares:1.5K

Value:$753.5K

% of Portfolio:0.2% ($753.5K/$406.5M)

464288588

Shares:8.0K

Value:$752.2K

% of Portfolio:0.2% ($752.2K/$406.5M)

Sanofi

SNY|80105N105

Shares:13.6K

Value:$752.2K

% of Portfolio:0.2% ($752.2K/$406.5M)

AT&T INC.

T|00206R102

Shares:26.1K

Value:$737.7K

% of Portfolio:0.2% ($737.7K/$406.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:11.3K

Value:$735.0K

% of Portfolio:0.2% ($735.0K/$406.5M)

W. P. Carey Inc.

WPC|92936U109

Shares:11.3K

Value:$714.8K

% of Portfolio:0.2% ($714.8K/$406.5M)

03073E105

Shares:2.6K

Value:$712.0K

% of Portfolio:0.2% ($712.0K/$406.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:752

Value:$711.6K

% of Portfolio:0.2% ($711.6K/$406.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GSK plc(GSKcusip37733W204)	21.9K	QoQ +35.91% (+5.8K) YoY NEW(+21.9K)	All Managers (Combined)	$847.1K	0.2% ($847.1K/$406.5M)	QoQ +55.68% (+$303.0K) YoY NEW(+$847.1K)
(IWPcusip464287481)	7.1K	QoQ +0.81% (-58) YoY NEW(+7.1K)	All Managers (Combined)	$839.1K	0.2% ($839.1K/$406.5M)	QoQ -6.53% (-$58.7K) YoY NEW(+$839.1K)
GENUINE PARTS CO(GPCcusip372460105)	6.8K	QoQ +8.41% (+530) YoY NEW(+6.8K)	All Managers (Combined)	$813.4K	0.2% ($813.4K/$406.5M)	QoQ +10.62% (+$78.1K) YoY NEW(+$813.4K)
Chubb Ltd(CBcusipH1467J104)	2.7K	QoQ -6.55% (-187) YoY NEW(+2.7K)	All Managers (Combined)	$805.0K	0.2% ($805.0K/$406.5M)	QoQ +2.11% (-$16.6K) YoY NEW(+$805.0K)
(cusip33738R738)✕	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$804.1K	0.2% ($804.1K/$406.5M)	QoQ NEW(+$804.1K) YoY NEW(+$804.1K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.0K	QoQ -5.83% (-371) YoY NEW(+6.0K)	All Managers (Combined)	$794.6K	0.2% ($794.6K/$406.5M)	QoQ +10.43% (-$75.1K) YoY NEW(+$794.6K)
COCA COLA CO(KOcusip191216100)	11.0K	QoQ -11.93% (-1.5K) YoY NEW(+11.0K)	All Managers (Combined)	$789.1K	0.2% ($789.1K/$406.5M)	QoQ +1.30% (-$10.2K) YoY NEW(+$789.1K)
(cusip025072349)✕	11.9K	QoQ +28.90% (+2.7K) YoY NEW(+11.9K)	All Managers (Combined)	$778.5K	0.2% ($778.5K/$406.5M)	QoQ +25.89% (+$160.1K) YoY NEW(+$778.5K)
Kenvue Inc.(KVUEcusip49177J102)	32.2K	QoQ -30.12% (-13.9K) YoY NEW(+32.2K)	All Managers (Combined)	$772.9K	0.2% ($772.9K/$406.5M)	QoQ -21.51% (-$211.9K) YoY NEW(+$772.9K)
INTUIT INC.(INTUcusip461202103)	1.3K	QoQ +9.05% (+104) YoY NEW(+1.3K)	All Managers (Combined)	$768.9K	0.2% ($768.9K/$406.5M)	QoQ +6.59% (+$47.6K) YoY NEW(+$768.9K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	18.5K	QoQ -7.54% (-1.5K) YoY NEW(+18.5K)	All Managers (Combined)	$761.0K	0.2% ($761.0K/$406.5M)	QoQ -12.29% (-$106.7K) YoY NEW(+$761.0K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	3.1K	QoQ -4.03% (-131) YoY NEW(+3.1K)	All Managers (Combined)	$756.2K	0.2% ($756.2K/$406.5M)	QoQ +2.92% (-$21.5K) YoY NEW(+$756.2K)
S&P Global Inc.(SPGIcusip78409V104)	1.5K	QoQ -12.76% (-217) YoY NEW(+1.5K)	All Managers (Combined)	$753.5K	0.2% ($753.5K/$406.5M)	QoQ -10.97% (-$92.9K) YoY NEW(+$753.5K)
(cusip464288588)✕	8.0K	QoQ +23.28% (+1.5K) YoY NEW(+8.0K)	All Managers (Combined)	$752.2K	0.2% ($752.2K/$406.5M)	QoQ +26.11% (+$155.7K) YoY NEW(+$752.2K)
Sanofi(SNYcusip80105N105)	13.6K	QoQ +11.56% (+1.4K) YoY NEW(+13.6K)	All Managers (Combined)	$752.2K	0.2% ($752.2K/$406.5M)	QoQ +28.28% (+$165.9K) YoY NEW(+$752.2K)
AT&T INC.(Tcusip00206R102)	26.1K	QoQ -28.77% (-10.5K) YoY +8.08% (+2.0K)	All Managers (Combined)	$737.7K	0.2% ($737.7K/$406.5M)	QoQ -11.53% (-$96.2K) YoY +67.75% (+$298.0K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	11.3K	QoQ -3.09% (-360) YoY -75.12% (-34.0K)	All Managers (Combined)	$735.0K	0.2% ($735.0K/$406.5M)	QoQ -25.91% (-$257.1K) YoY -78.11% (-$2.6M)
W. P. Carey Inc.(WPCcusip92936U109)	11.3K	QoQ +0.55% (+63) YoY NEW(+11.3K)	All Managers (Combined)	$714.8K	0.2% ($714.8K/$406.5M)	QoQ +16.48% (+$101.2K) YoY NEW(+$714.8K)
(cusip03073E105)✕	2.6K	QoQ -20.96% (-679) YoY NEW(+2.6K)	All Managers (Combined)	$712.0K	0.2% ($712.0K/$406.5M)	QoQ -2.14% (-$15.6K) YoY NEW(+$712.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	752	QoQ +8.20% (+57) YoY -33.62% (-381)	All Managers (Combined)	$711.6K	0.2% ($711.6K/$406.5M)	QoQ +11.73% (+$74.7K) YoY +24.03% (-$137.9K)