Legacy-Capital-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  null,
  null,
  null,
  "OLLI",
  "MU",
  null,
  "ACN",
  "ABT",
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  "APD",
  "MAIN",
  null,
  "JLL",
  "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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  "DUK",
  null,
  null,
  null,
  "SLI",
  "EOG",
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  null,
  null,
  "WEST",
  null,
  "GD",
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  "MSDL",
  null,
  "HD",
  null,
  "AZN",
  null,
  null,
  null,
  null,
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  null,
  null,
  "EVGO",
  null,
  null,
  "UNP",
  null,
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  "GLAD",
  null,
  "ISRG",
  "HEI-A",
  "HMC",
  "LEN",
  null,
  "IDA",
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  "AMAT",
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  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
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  "LIN",
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  null,
  "PWR",
  "MA",
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  "HIG",
  "OXY",
  null,
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  "FAST",
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  "DG",
  "IJR",
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  "AAPL",
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  null,
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  "MRK",
  "VZ",
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  "TMO",
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  "UBER",
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  "UPS",
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  "VO",
  "NEM",
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  "VOE",
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  "RKLB",
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  "MNST",
  "ACWV",
  null,
  null,
  "SBAC",
  null,
  null,
  "VCIT",
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  null,
  null,
  "LYG",
  "TTE",
  "TSCO",
  "GAIN",
  "XLB",
  null,
  "SNY",
  "GL",
  "TSM",
  "IT",
  "GSK",
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  null,
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  null,
  "SF",
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  "DLTR",
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  "AJG",
  "WM",
  "IWP",
  null,
  "TRIN",
  null,
  null,
  null,
  "AOS",
  "RACE",
  "NVO",
  "AMZN",
  null,
  null,
  "TPL",
  "ABEV",
  "RGA",
  null,
  "USB",
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  "VUG",
  "VEA",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "WPC",
  "WDAY",
  "ADC",
  null,
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  "AEM",
  null,
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  "MKL",
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  "SYY",
  null,
  "ZBH",
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  null,
  null,
  "AZO",
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  null,
  "OZK",
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  "CSL",
  "CDW",
  "CASY",
  "CHE",
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  "CMG",
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  "KO",
  "CCEP",
  "CMCSA",
  "COP",
  "STZ",
  "CPRT",
  "CTRA",
  "COST",
  "CVS",
  "CFR",
  "FANG",
  "DFS",
  null,
  "EFA",
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  "QQQ",
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  "GOOG",
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  "JNJ",
  "LLY",
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  "PM",
  "PH",
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  "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

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78464A359

Shares:7.2K

Value:$555.4K

% of Portfolio:0.1% ($555.4K/$406.5M)

GLOBE LIFE INC.

GL|37959E102

Shares:4.2K

Value:$552.4K

% of Portfolio:0.1% ($552.4K/$406.5M)

81369Y506

Shares:5.9K

Value:$551.1K

% of Portfolio:0.1% ($551.1K/$406.5M)

CARLISLE COMPANIES INC

CSL|142339100

Shares:1.6K

Value:$550.4K

% of Portfolio:0.1% ($550.4K/$406.5M)

ENBRIDGE INC

ENB|29250N105

Shares:12.4K

Value:$549.4K

% of Portfolio:0.1% ($549.4K/$406.5M)

Snap-on Inc

SNA|833034101

Shares:1.6K

Value:$547.7K

% of Portfolio:0.1% ($547.7K/$406.5M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.0K

Value:$546.8K

% of Portfolio:0.1% ($546.8K/$406.5M)

46641Q837

Shares:10.7K

Value:$540.3K

% of Portfolio:0.1% ($540.3K/$406.5M)

BECTON DICKINSON & CO

BDX|075887109

Shares:2.4K

Value:$539.5K

% of Portfolio:0.1% ($539.5K/$406.5M)

46432F842

IEFA|46432F842

Shares:12.8K

Value:$538.5K

% of Portfolio:0.1% ($538.5K/$406.5M)

SYNOPSYS INC

SNPS|871607107

Shares:1.3K

Value:$536.1K

% of Portfolio:0.1% ($536.1K/$406.5M)

MCKESSON CORP

MCK|58155Q103

Shares:790

Value:$531.9K

% of Portfolio:0.1% ($531.9K/$406.5M)

JONES LANG LASALLE INC

JLL|48020Q107

Shares:2.1K

Value:$529.0K

% of Portfolio:0.1% ($529.0K/$406.5M)

Arista Networks, Inc.

ANET|040413205

Shares:6.8K

Value:$527.6K

% of Portfolio:0.1% ($527.6K/$406.5M)

CHEMED CORP

CHE|16359R103

Shares:853

Value:$524.9K

% of Portfolio:0.1% ($524.9K/$406.5M)

46432F339

QUAL|46432F339

Shares:3.1K

Value:$519.9K

% of Portfolio:0.1% ($519.9K/$406.5M)

SEMPRA

SRE|816851109

Shares:7.2K

Value:$514.9K

% of Portfolio:0.1% ($514.9K/$406.5M)

COMCAST CORP

CMCSA|20030N101

Shares:13.9K

Value:$514.0K

% of Portfolio:0.1% ($514.0K/$406.5M)

922908538

VOT|922908538

Shares:2.1K

Value:$509.6K

% of Portfolio:0.1% ($509.6K/$406.5M)

92206C870

VCIT|92206C870

Shares:6.2K

Value:$508.5K

% of Portfolio:0.1% ($508.5K/$406.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A359)✕	7.2K	QoQ -11.81% (-971) YoY +53.77% (+2.5K)	All Managers (Combined)	$555.4K	0.1% ($555.4K/$406.5M)	QoQ -13.24% (-$84.8K) YoY +76.85% (+$241.4K)
GLOBE LIFE INC.(GLcusip37959E102)	4.2K	QoQ +0.86% (+36) YoY NEW(+4.2K)	All Managers (Combined)	$552.4K	0.1% ($552.4K/$406.5M)	QoQ +19.13% (+$88.7K) YoY NEW(+$552.4K)
(cusip81369Y506)✕	5.9K	QoQ +0.28% (+17) YoY NEW(+5.9K)	All Managers (Combined)	$551.1K	0.1% ($551.1K/$406.5M)	QoQ +9.39% (+$47.3K) YoY NEW(+$551.1K)
CARLISLE COMPANIES INC(CSLcusip142339100)	1.6K	QoQ -5.27% (-90) YoY +26.32% (+337)	All Managers (Combined)	$550.4K	0.1% ($550.4K/$406.5M)	QoQ -12.59% (-$79.3K) YoY +96.49% (+$270.3K)
ENBRIDGE INC(ENBcusip29250N105)	12.4K	QoQ -2.41% (-307) YoY NEW(+12.4K)	All Managers (Combined)	$549.4K	0.1% ($549.4K/$406.5M)	QoQ +1.90% (-$10.3K) YoY NEW(+$549.4K)
Snap-on Inc(SNAcusip833034101)	1.6K	QoQ +6.62% (+101) YoY NEW(+1.6K)	All Managers (Combined)	$547.7K	0.1% ($547.7K/$406.5M)	QoQ +5.84% (+$30.2K) YoY NEW(+$547.7K)
T-Mobile US, Inc.(TMUScusip872590104)	2.0K	QoQ -14.08% (-336) YoY -83.49% (-10.4K)	All Managers (Combined)	$546.8K	0.1% ($546.8K/$406.5M)	QoQ +3.82% (-$20.1K) YoY -69.89% (-$1.3M)
(cusip46641Q837)✕	10.7K	QoQ +1.81% (+190) YoY NEW(+10.7K)	All Managers (Combined)	$540.3K	0.1% ($540.3K/$406.5M)	QoQ +2.33% (+$12.3K) YoY NEW(+$540.3K)
BECTON DICKINSON & CO(BDXcusip075887109)	2.4K	QoQ +3.83% (+87) YoY NEW(+2.4K)	All Managers (Combined)	$539.5K	0.1% ($539.5K/$406.5M)	QoQ +4.82% (+$24.8K) YoY NEW(+$539.5K)
(IEFAcusip46432F842)	12.8K	QoQ -87.09% (-86.1K) YoY NEW(+12.8K)	All Managers (Combined)	$538.5K	0.1% ($538.5K/$406.5M)	QoQ -91.78% (-$6.0M) YoY NEW(+$538.5K)
SYNOPSYS INC(SNPScusip871607107)	1.3K	QoQ +57.43% (+456) YoY NEW(+1.3K)	All Managers (Combined)	$536.1K	0.1% ($536.1K/$406.5M)	QoQ +39.10% (+$150.7K) YoY NEW(+$536.1K)
MCKESSON CORP(MCKcusip58155Q103)	790	QoQ +10.02% (+72) YoY -70.17% (-1.9K)	All Managers (Combined)	$531.9K	0.1% ($531.9K/$406.5M)	QoQ +29.97% (+$122.7K) YoY -44.20% (-$421.4K)
JONES LANG LASALLE INC(JLLcusip48020Q107)	2.1K	QoQ -0.32% (-7) YoY NEW(+2.1K)	All Managers (Combined)	$529.0K	0.1% ($529.0K/$406.5M)	QoQ -2.38% (-$12.9K) YoY NEW(+$529.0K)
Arista Networks, Inc.(ANETcusip040413205)	6.8K	QoQ +7.11% (-452) YoY NEW(+6.8K)	All Managers (Combined)	$527.6K	0.1% ($527.6K/$406.5M)	QoQ -24.91% (-$175.1K) YoY NEW(+$527.6K)
CHEMED CORP(CHEcusip16359R103)	853	QoQ -8.08% (-75) YoY NEW(+853)	All Managers (Combined)	$524.9K	0.1% ($524.9K/$406.5M)	QoQ +6.75% (-$33.2K) YoY NEW(+$524.9K)
(QUALcusip46432F339)	3.1K	QoQ +88.45% (+1.4K) YoY NEW(+3.1K)	All Managers (Combined)	$519.9K	0.1% ($519.9K/$406.5M)	QoQ +80.18% (+$231.4K) YoY NEW(+$519.9K)
SEMPRA(SREcusip816851109)	7.2K	QoQ +4.47% (-309) YoY NEW(+7.2K)	All Managers (Combined)	$514.9K	0.1% ($514.9K/$406.5M)	QoQ -15.00% (-$90.9K) YoY NEW(+$514.9K)
COMCAST CORP(CMCSAcusip20030N101)	13.9K	QoQ -1.14% (-161) YoY NEW(+13.9K)	All Managers (Combined)	$514.0K	0.1% ($514.0K/$406.5M)	QoQ -2.80% (-$14.8K) YoY NEW(+$514.0K)
(VOTcusip922908538)	2.1K	QoQ +1.75% (-36) YoY NEW(+2.1K)	All Managers (Combined)	$509.6K	0.1% ($509.6K/$406.5M)	QoQ -1.89% (-$9.8K) YoY NEW(+$509.6K)
(VCITcusip92206C870)	6.2K	QoQ +0.81% (+50) YoY NEW(+6.2K)	All Managers (Combined)	$508.5K	0.1% ($508.5K/$406.5M)	QoQ +2.68% (+$13.3K) YoY NEW(+$508.5K)