Legacy-Capital-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  null,
  null,
  null,
  "OLLI",
  "MU",
  null,
  "ACN",
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  null,
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  "GOOGL",
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  "SCHH",
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  "T",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "VO",
  "NEM",
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  "ACWV",
  null,
  null,
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  null,
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  null,
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  "XLB",
  null,
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  null,
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  null,
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  "WEC",
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  "AJG",
  "WM",
  "IWP",
  null,
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  null,
  null,
  null,
  "AOS",
  "RACE",
  "NVO",
  "AMZN",
  null,
  null,
  "TPL",
  "ABEV",
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  null,
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  "VEA",
  null,
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  "BND",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
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  "WPC",
  "WDAY",
  "ADC",
  null,
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  null,
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  null,
  "ZBH",
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  null,
  null,
  "AZO",
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  null,
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  "CASY",
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  "KO",
  "CCEP",
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  "FANG",
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  null,
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  "URI",
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  "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

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922907746

VTEB|922907746

Shares:14.2K

Value:$706.1K

% of Portfolio:0.2% ($706.1K/$406.5M)

921943858

VEA|921943858

Shares:13.9K

Value:$704.0K

% of Portfolio:0.2% ($704.0K/$406.5M)

Tesla, Inc.

TSLA|88160R101

Shares:2.7K

Value:$699.6K

% of Portfolio:0.2% ($699.6K/$406.5M)

LINDE PLC

LIN|G54950103

Shares:1.5K

Value:$696.6K

% of Portfolio:0.2% ($696.6K/$406.5M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:2.0K

Value:$695.5K

% of Portfolio:0.2% ($695.5K/$406.5M)

ASTRAZENECA PLC

AZN|046353108

Shares:9.4K

Value:$692.0K

% of Portfolio:0.2% ($692.0K/$406.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.4K

Value:$689.4K

% of Portfolio:0.2% ($689.4K/$406.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.8K

Value:$687.5K

% of Portfolio:0.2% ($687.5K/$406.5M)

Walt Disney Co

DIS|254687106

Shares:6.9K

Value:$679.2K

% of Portfolio:0.2% ($679.2K/$406.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:7.5K

Value:$674.8K

% of Portfolio:0.2% ($674.8K/$406.5M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.1K

Value:$673.7K

% of Portfolio:0.2% ($673.7K/$406.5M)

09789C861

Shares:13.5K

Value:$671.6K

% of Portfolio:0.2% ($671.6K/$406.5M)

33734H106

Shares:14.9K

Value:$665.7K

% of Portfolio:0.2% ($665.7K/$406.5M)

BROWN & BROWN, INC.

BRO|115236101

Shares:5.3K

Value:$664.2K

% of Portfolio:0.2% ($664.2K/$406.5M)

02072L433

Shares:22.7K

Value:$663.4K

% of Portfolio:0.2% ($663.4K/$406.5M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:5.3K

Value:$660.8K

% of Portfolio:0.2% ($660.8K/$406.5M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.8K

Value:$660.2K

% of Portfolio:0.2% ($660.2K/$406.5M)

025072133

Shares:10.7K

Value:$654.8K

% of Portfolio:0.2% ($654.8K/$406.5M)

HOME BANCSHARES INC

HOMB|436893200

Shares:22.7K

Value:$641.3K

% of Portfolio:0.2% ($641.3K/$406.5M)

Alphabet Inc.

GOOG|02079K107

Shares:4.0K

Value:$629.6K

% of Portfolio:0.2% ($629.6K/$406.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTEBcusip922907746)	14.2K	QoQ +0.52% (-74) YoY NEW(+14.2K)	All Managers (Combined)	$706.1K	0.2% ($706.1K/$406.5M)	QoQ -0.49% (-$3.5K) YoY NEW(+$706.1K)
(VEAcusip921943858)	13.9K	QoQ +19.19% (+2.2K) YoY NEW(+13.9K)	All Managers (Combined)	$704.0K	0.2% ($704.0K/$406.5M)	QoQ +26.70% (+$148.4K) YoY NEW(+$704.0K)
Tesla, Inc.(TSLAcusip88160R101)	2.7K	QoQ -14.83% (-470) YoY +67.74% (+1.1K)	All Managers (Combined)	$699.6K	0.2% ($699.6K/$406.5M)	QoQ -45.32% (-$580.0K) YoY +163.38% (+$434.0K)
LINDE PLC(LINcusipG54950103)	1.5K	QoQ -2.73% (-42) YoY NEW(+1.5K)	All Managers (Combined)	$696.6K	0.2% ($696.6K/$406.5M)	QoQ +8.19% (-$52.8K) YoY NEW(+$696.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	2.0K	QoQ +5.44% (+104) YoY NEW(+2.0K)	All Managers (Combined)	$695.5K	0.2% ($695.5K/$406.5M)	QoQ +28.24% (+$153.2K) YoY NEW(+$695.5K)
ASTRAZENECA PLC(AZNcusip046353108)	9.4K	QoQ -1.16% (-111) YoY NEW(+9.4K)	All Managers (Combined)	$692.0K	0.2% ($692.0K/$406.5M)	QoQ +10.86% (-$67.8K) YoY NEW(+$692.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.4K	QoQ +0.07% (-1) YoY NEW(+1.4K)	All Managers (Combined)	$689.4K	0.2% ($689.4K/$406.5M)	QoQ -5.03% (-$36.5K) YoY NEW(+$689.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.8K	QoQ -8.94% (-376) YoY -77.36% (-13.1K)	All Managers (Combined)	$687.5K	0.2% ($687.5K/$406.5M)	QoQ -12.75% (-$100.5K) YoY -77.02% (-$2.3M)
Walt Disney Co(DIScusip254687106)	6.9K	QoQ -13.89% (-1.1K) YoY NEW(+6.9K)	All Managers (Combined)	$679.2K	0.2% ($679.2K/$406.5M)	QoQ -23.67% (-$210.7K) YoY NEW(+$679.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	7.5K	QoQ +23.08% (+1.4K) YoY NEW(+7.5K)	All Managers (Combined)	$674.8K	0.2% ($674.8K/$406.5M)	QoQ +11.05% (+$67.2K) YoY NEW(+$674.8K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.1K	QoQ +3.28% (-129) YoY NEW(+4.1K)	All Managers (Combined)	$673.7K	0.2% ($673.7K/$406.5M)	QoQ -13.18% (-$102.3K) YoY NEW(+$673.7K)
(cusip09789C861)✕	13.5K	QoQ +79.33% (+6.0K) YoY NEW(+13.5K)	All Managers (Combined)	$671.6K	0.2% ($671.6K/$406.5M)	QoQ +79.98% (+$298.5K) YoY NEW(+$671.6K)
(cusip33734H106)✕	14.9K	QoQ NEW(+14.9K) YoY NEW(+14.9K)	All Managers (Combined)	$665.7K	0.2% ($665.7K/$406.5M)	QoQ NEW(+$665.7K) YoY NEW(+$665.7K)
BROWN & BROWN, INC.(BROcusip115236101)	5.3K	QoQ -10.46% (-624) YoY NEW(+5.3K)	All Managers (Combined)	$664.2K	0.2% ($664.2K/$406.5M)	QoQ +9.18% (-$55.9K) YoY NEW(+$664.2K)
(cusip02072L433)✕	22.7K	QoQ +38.42% (+6.3K) YoY NEW(+22.7K)	All Managers (Combined)	$663.4K	0.2% ($663.4K/$406.5M)	QoQ +33.27% (+$165.6K) YoY NEW(+$663.4K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	5.3K	QoQ +3.48% (+180) YoY NEW(+5.3K)	All Managers (Combined)	$660.8K	0.2% ($660.8K/$406.5M)	QoQ +17.04% (+$96.2K) YoY NEW(+$660.8K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.8K	QoQ -3.37% (-131) YoY -76.92% (-12.5K)	All Managers (Combined)	$660.2K	0.2% ($660.2K/$406.5M)	QoQ -11.93% (-$89.5K) YoY -67.12% (-$1.3M)
(cusip025072133)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$654.8K	0.2% ($654.8K/$406.5M)	QoQ NEW(+$654.8K) YoY NEW(+$654.8K)
HOME BANCSHARES INC(HOMBcusip436893200)	22.7K	QoQ +0.55% (+125) YoY NEW(+22.7K)	All Managers (Combined)	$641.3K	0.2% ($641.3K/$406.5M)	QoQ +0.44% (+$2.9K) YoY NEW(+$641.3K)
Alphabet Inc.(GOOGcusip02079K107)	4.0K	QoQ +11.35% (-411) YoY NEW(+4.0K)	All Managers (Combined)	$629.6K	0.2% ($629.6K/$406.5M)	QoQ -8.65% (-$59.6K) YoY NEW(+$629.6K)