Legacy Capital Wealth Partners, LLC
CIK Number: 0001766228
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc. | 94.21 | -0.08% | 510.08K | +3.11% | 46.09M | 68.69 | 11.41% |
| 2 | JBHT | J.B. Hunt Trans... | 139.14 | -2.35% | 119.33K | -3.49% | 20.37M | 158.7 | 5.04% |
| 3 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 78.68K | -49.28% | 16.87M | 567.73 | 4.17% |
| 4 | RDVY | First Trust Ris... | 60.66 | -0.85% | 192.07K | -20.88% | 10.97M | 55.54 | 2.71% |
| 5 | PKW | Invesco BuyBack... | 119.56 | -0.56% | 80.54K | -19.71% | 8.68M | 105.43 | 2.15% |
| 6 | RWL | Invesco S&P 500... | 101.81 | -0.53% | 93.53K | -18.26% | 8.66M | 93.58 | 2.14% |
| 7 | IVV | iShares Core S&... | 598.51 | -0.87% | 13.93K | -4.82% | 8.2M | 548.41 | 2.03% |
| 8 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 59.8K | -54.74% | 8.03M | 122.69 | 1.99% |
| 9 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 14.61K | -3.04% | 7.87M | 501.28 | 1.95% |
| 10 | EOG | EOG Resources, ... | 124.66 | +1.20% | 60.28K | -1.23% | 7.39M | 126.53 | 1.83% |
| 11 | FAUG | FT Cboe Vest U.... | 47.77 | -0.45% | 146.93K | -23.45% | 6.84M | 45.75 | 1.69% |
| 12 | IEFA | iShares Core MS... | 80.91 | -1.24% | 98.88K | -1.94% | 6.55M | 72.74 | 1.62% |
| 13 | AAPL | Apple Inc. | 195.57 | -1.44% | 23.86K | -9.45% | 5.97M | 201.65 | 1.48% |
| 14 | MINT | PIMCO Enhanced ... | 100.35 | +0.01% | 46.71K | -0.85% | 4.69M | 100.21 | 1.16% |
| 15 | YMAR | FT Cboe Vest In... | 25.08 | -0.67% | 197.37K | -25.51% | 4.45M | 23.49 | 1.10% |
| 16 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 17.89K | -1.7% | 3.93M | 143.2 | 0.97% |
| 17 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 9.01K | +4.09% | 3.8M | 426.5 | 0.94% |
| 18 | SDS | ProShares Ultra... | 18.04 | +1.72% | 171.56K | -48.81% | 3.37M | 21.58 | 0.84% |
| 19 | JAAA | Janus Henderson... | 50.66 | +0.01% | 61.63K | -48.6% | 3.13M | 50.75 | 0.77% |
| 20 | OZK | Bank OZK | 44.38 | -1.06% | 61.79K | -0.07% | 2.75M | 40.79 | 0.68% |
| 21 | BILZ | PIMCO ETF Trust... | 101.05 | +0.02% | 26.8K | +0.12% | 2.7M | 100.71 | 0.67% |
| 22 | FLOT | iShares Floatin... | 50.91 | +0.02% | 52.25K | +0.49% | 2.66M | 50.86 | 0.66% |
| 23 | META | Meta Platforms,... | 697.17 | -0.7% | 3.83K | -40.22% | 2.24M | 536.68 | 0.56% |
| 24 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 37.15K | -50% | 2.14M | 57.79 | 0.53% |
| 25 | PFF | iShares Preferr... | 30.18 | -0.13% | 65.9K | -6.33% | 2.07M | 31.36 | 0.51% |
| 26 | V | Visa Inc. | 357.69 | +0.62% | 6.49K | -45.35% | 2.05M | 268.95 | 0.51% |
| 27 | AOK | iShares Core Co... | 38.37 | -0.09% | 54.07K | 0.00% | 2.02M | 36.83 | 0.50% |
| 28 | MLPX | Global X MLP & ... | 61.60 | -0.66% | 32.01K | -51.14% | 1.94M | 52.61 | 0.48% |
| 29 | HYLS | First Trust Tac... | 41.53 | -0.1% | 46.18K | -1.26% | 1.91M | 41.87 | 0.47% |
| 30 | GLAD | Gladstone Capit... | 26.69 | +0.72% | 66.56K | -5.63% | 1.89M | 23.43 | 0.47% |
| 31 | MAIN | Main Street Cap... | 57.90 | +0.79% | 32.02K | -53.64% | 1.88M | 50.33 | 0.46% |
| 32 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 3.7K | -50.13% | 1.87M | 536.8 | 0.46% |
| 33 | VUG | Vanguard Growth... | 420.16 | -0.82% | 4.54K | +100.00% | 1.86M | 410.44 | 0.46% |
| 34 | GBDC | Golub Capital B... | 14.54 | +0.59% | 119.8K | -41.05% | 1.82M | 15.37 | 0.45% |
| 35 | HTGC | Hercules Capita... | 17.79 | -0.45% | 88.93K | -4.59% | 1.79M | 20.57 | 0.44% |
| 36 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 7.37K | -49.62% | 1.77M | 185.54 | 0.44% |
| 37 | CVX | Chevron Corpora... | 148.85 | +1.93% | 11.88K | -2.3% | 1.72M | 164.65 | 0.43% |
| 38 | GLDM | SPDR Gold MiniS... | 67.05 | +0.04% | 32.57K | +2.52% | 1.69M | 52.13 | 0.42% |
| 39 | UCON | First Trust TCW... | 24.76 | +0.18% | 68.52K | -4.67% | 1.69M | 24.45 | 0.42% |
| 40 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 8.7K | +4.73% | 1.65M | 179.83 | 0.41% |
| 41 | BND | Vanguard Total ... | 72.80 | +0.33% | 22.84K | +100.00% | 1.64M | 71.91 | 0.41% |
| 42 | FTSL | First Trust Sen... | 45.98 | +0.09% | 34.72K | -0.36% | 1.61M | 45.8 | 0.40% |
| 43 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 204.96K | -4.72% | 1.6M | 117.14 | 0.40% |
| 44 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 23.19K | -48.07% | 1.6M | 65.98 | 0.40% |
| 45 | PNNT | PennantPark Inv... | 6.64 | +0.23% | 220.54K | -8.19% | 1.56M | 7.52 | 0.39% |
| 46 | CAVA | CAVA Group, Inc... | 74.70 | +0.27% | 13.66K | +71.89% | 1.54M | 109.55 | 0.38% |
| 47 | ARCC | Ares Capital Co... | 21.31 | -0.05% | 70.03K | -9.84% | 1.53M | 20.71 | 0.38% |
| 48 | FDUS | Fidus Investmen... | 19.78 | +0.92% | 70.9K | -5.12% | 1.49M | 19.48 | 0.37% |
| 49 | ACN | Accenture plc | 312.02 | -0.73% | 4.23K | -11.99% | 1.49M | 304.45 | 0.37% |
| 50 | OBDC | Blue Owl Capita... | 14.46 | -0.17% | 97.39K | -53.54% | 1.47M | 14.99 | 0.36% |
| 51 | PSP | Invesco Global ... | 65.91 | -1.38% | 22.05K | +0.86% | 1.47M | 68.21 | 0.36% |
| 52 | TSLX | Sixth Street Sp... | 22.66 | +0.80% | 67.03K | -53.68% | 1.43M | 20.97 | 0.35% |
| 53 | SPTM | SPDR Portfolio ... | 72.45 | -0.88% | 19.69K | +27.95% | 1.41M | 68.78 | 0.35% |
| 54 | TRIN | Trinity Capital... | 14.32 | -0.42% | 94.39K | -4.63% | 1.37M | 14.05 | 0.34% |
| 55 | LOW | Lowe's Companie... | 211.90 | -1.94% | 5.51K | -15.25% | 1.36M | 213.56 | 0.34% |
| 56 | CSWC | Capital Southwe... | 21.04 | +1.82% | 62.3K | -4.39% | 1.36M | 26.17 | 0.34% |
| 57 | MUNI | PIMCO Intermedi... | 51.14 | +0.16% | 26.26K | 0.00% | 1.36M | 51.78 | 0.34% |
| 58 | HD | The Home Depot,... | 348.70 | -1.37% | 3.47K | +6.91% | 1.35M | 339.6 | 0.33% |
| 59 | PM | Philip Morris I... | 183.44 | +0.08% | 10.93K | +19.23% | 1.32M | 102.69 | 0.33% |
| 60 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 17.06K | +5.33% | 1.29M | 78.34 | 0.32% |
| 61 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 3.17K | -34.93% | 1.28M | 248.22 | 0.32% |
| 62 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 5.5K | -50.13% | 1.27M | 168.07 | 0.32% |
| 63 | GAIN | Gladstone Inves... | 14.03 | -0.85% | 94.86K | -4.75% | 1.26M | 14.06 | 0.31% |
| 64 | VTV | Vanguard Value ... | 172.71 | -0.87% | 7.36K | +172.48% | 1.25M | 165.8 | 0.31% |
| 65 | USB | U.S. Bancorp | 42.69 | -1.08% | 25.92K | -5.99% | 1.24M | 39.43 | 0.31% |
| 66 | UNP | Union Pacific C... | 220.55 | -1.83% | 5.17K | +9.24% | 1.18M | 225.27 | 0.29% |
| 67 | VZ | Verizon Communi... | 41.85 | -1.52% | 29.33K | -56.34% | 1.17M | 43.42 | 0.29% |
| 68 | SYM | Symbotic Inc. | 31.18 | -3.91% | 49.11K | 0.00% | 1.16M | 35.48 | 0.29% |
| 69 | MA | Mastercard Inco... | 569.23 | +0.10% | 2.21K | -50.19% | 1.16M | 462.8 | 0.29% |
| 70 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 1.27K | -37.92% | 1.13M | 691.03 | 0.28% |
| 71 | GWW | W.W. Grainger, ... | 1045.32 | -2.47% | 1.03K | -11.29% | 1.08M | 896.19 | 0.27% |
| 72 | IWB | iShares Russell... | 327.31 | -0.87% | 3.29K | +100.00% | 1.06M | 322.16 | 0.26% |
| 73 | IWD | iShares Russell... | 188.74 | -0.84% | 5.67K | +100.00% | 1.05M | 185.13 | 0.26% |
| 74 | TPL | Texas Pacific L... | 1086.48 | -0.6% | 918 | -54.67% | 1.02M | 798.6 | 0.25% |
| 75 | MMC | Marsh & McLenna... | 215.72 | -0.42% | 4.67K | +4.59% | 992.53K | 210.34 | 0.25% |
| 76 | PYPL | PayPal Holdings... | 70.64 | -2.23% | 11.62K | -49.86% | 992.11K | 71.06 | 0.25% |
| 77 | KVUE | Kenvue Inc. | 21.45 | -0.95% | 46.13K | +17.25% | 984.78K | 18.45 | 0.24% |
| 78 | PG | The Procter & G... | 158.46 | -1.5% | 5.71K | +12.77% | 956.67K | 153.87 | 0.24% |
| 79 | MDT | Medtronic plc | 86.20 | -1.96% | 11.76K | -9.37% | 939.51K | 77.31 | 0.23% |
| 80 | FTLS | First Trust Lon... | 65.16 | -0.26% | 14.21K | -0.45% | 935.33K | 63.06 | 0.23% |
| 81 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 6.37K | -12.71% | 920.98K | 150.5 | 0.23% |
| 82 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 2K | +4.38% | 906.84K | 407.21 | 0.22% |
| 83 | LDUR | PIMCO Enhanced ... | 95.47 | +0.13% | 9.54K | +0.13% | 906.16K | 94.39 | 0.22% |
| 84 | WMB | The Williams Co... | 58.48 | -1.12% | 16.61K | -33.29% | 899.13K | 42.39 | 0.22% |
| 85 | IWP | iShares Russell... | 134.05 | -0.92% | 7.08K | +100.00% | 897.71K | 126.75 | 0.22% |
| 86 | UL | Unilever PLC | 62.22 | -0.89% | 15.74K | +25.96% | 892.29K | 55.14 | 0.22% |
| 87 | DIS | The Walt Disney... | 118.14 | -1.12% | 7.99K | -9.72% | 889.85K | 98.04 | 0.22% |
| 88 | TRV | The Travelers C... | 264.15 | -0.37% | 3.69K | -3.15% | 888.53K | 234.12 | 0.22% |
| 89 | EFG | iShares MSCI EA... | 108.29 | -1.34% | 9.16K | +100.00% | 886.96K | 96.83 | 0.22% |
| 90 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 12.6K | +0.12% | 884.67K | 60.56 | 0.22% |
| 91 | TFC | Truist Financia... | 39.01 | -0.98% | 20K | -52.36% | 867.73K | 40.95 | 0.21% |
| 92 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 1.68K | -48.6% | 856.94K | 488.07 | 0.21% |
| 93 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 1.64K | -4.09% | 854.39K | 541.72 | 0.21% |
| 94 | SPGI | S&P Global Inc. | 501.07 | -0.78% | 1.7K | -52.45% | 846.43K | 478.82 | 0.21% |
| 95 | T | AT&T Inc. | 27.64 | -1.16% | 36.62K | -1.96% | 833.93K | 16.42 | 0.21% |
| 96 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 3.37K | -49.51% | 816.95K | 213.27 | 0.20% |
| 97 | AMGN | Amgen Inc. | 290.07 | -1.86% | 3.04K | -14.91% | 792.83K | 278.88 | 0.20% |
| 98 | CB | Chubb Limited | 283.75 | -0.94% | 2.85K | -52.49% | 788.33K | 270.58 | 0.20% |
| 99 | TXN | Texas Instrumen... | 197.70 | -0.76% | 4.2K | +6.60% | 787.95K | 170.82 | 0.20% |
| 100 | KO | The Coca-Cola C... | 69.60 | -1.31% | 12.51K | -15.93% | 778.96K | 63.28 | 0.19% |
| 101 | VFLO | VictoryShares F... | 35.01 | -0.95% | 22.81K | +51.37% | 777.66K | 33.57 | 0.19% |
| 102 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 3.93K | -20.67% | 775.97K | 172.51 | 0.19% |
| 103 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 12.94K | -51.11% | 765.97K | 50.44 | 0.19% |
| 104 | ORLY | O'Reilly Automo... | 88.78 | +0.75% | 638 | -45.93% | 756.64K | 1121.45 | 0.19% |
| 105 | PNC | The PNC Financi... | 173.19 | -1.11% | 3.89K | -2.56% | 749.67K | 150.78 | 0.19% |
| 106 | ROST | Ross Stores, In... | 128.99 | -1.65% | 4.93K | -11.7% | 746.46K | 145.47 | 0.18% |
| 107 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 4.15K | -7.14% | 737.49K | 172.62 | 0.18% |
| 108 | GPC | Genuine Parts C... | 119.29 | -1% | 6.3K | +113.67% | 735.24K | 124.76 | 0.18% |
| 109 | JKHY | Jack Henry & As... | 180.22 | -0.23% | 4.19K | -0.57% | 735.03K | 163.49 | 0.18% |
| 110 | BR | Broadridge Fina... | 238.63 | -0.15% | 3.25K | -54.27% | 734.73K | 204.92 | 0.18% |
| 111 | LMT | Lockheed Martin... | 478.69 | +2.49% | 1.51K | -14.73% | 734.09K | 436.9 | 0.18% |
| 112 | IJR | iShares Core S&... | 105.81 | -1.09% | 14.35K | +56.68% | 728.51K | 114.46 | 0.18% |
| 113 | ISRG | Intuitive Surgi... | 511.97 | -1.36% | 1.39K | -24.24% | 725.91K | 463.6 | 0.18% |
| 114 | INTU | Intuit Inc. | 764.51 | -0.46% | 1.15K | +25.60% | 721.32K | 646.23 | 0.18% |
| 115 | ABT | Abbott Laborato... | 132.22 | -1.34% | 6.36K | -5.72% | 719.49K | 103.25 | 0.18% |
| 116 | VTEB | Vanguard Tax-Ex... | 48.85 | +0.09% | 14.16K | +18.49% | 709.64K | 49.97 | 0.18% |
| 117 | ANET | Arista Networks... | 89.66 | -5.71% | 6.36K | +100.00% | 702.64K | 110.53 | 0.17% |
| 118 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 3.62K | +7.97% | 689.25K | 184.6 | 0.17% |
| 119 | TJX | The TJX Compani... | 123.00 | -1.02% | 5.59K | -1.04% | 675.09K | 110.58 | 0.17% |
| 120 | PYLD | PIMCO ETF Trust... | 26.25 | +0.25% | 25.47K | -2.31% | 660.21K | 25.46 | 0.16% |
| 121 | LLY | Eli Lilly and C... | 791.46 | -2% | 842 | +54.50% | 650.12K | 755.51 | 0.16% |
| 122 | LIN | Linde plc | 460.89 | -1.22% | 1.54K | -52.25% | 643.81K | 452.39 | 0.16% |
| 123 | CWB | SPDR Bloomberg ... | 80.43 | -0.56% | 8.22K | -0.64% | 640.22K | 74.4 | 0.16% |
| 124 | HOMB | Home Bancshares... | 27.42 | -0.72% | 22.56K | +0.95% | 638.49K | 23.77 | 0.16% |
| 125 | COST | Costco Wholesal... | 977.59 | -0.69% | 695 | -39.83% | 636.83K | 769.16 | 0.16% |
| 126 | SYY | Sysco Corporati... | 74.24 | -0.68% | 8.29K | -11.45% | 633.84K | 70.21 | 0.16% |
| 127 | APO | Apollo Global M... | 132.39 | -1.28% | 3.82K | -32.72% | 630.97K | 118.74 | 0.16% |
| 128 | CSL | Carlisle Compan... | 355.60 | -0.91% | 1.71K | -0.87% | 629.76K | 304.33 | 0.16% |
| 129 | AZN | AstraZeneca PLC | 70.98 | -3.49% | 9.53K | +3.10% | 624.14K | 77.57 | 0.15% |
| 130 | AVLV | Avantis U.S. La... | 66.69 | -0.94% | 9.26K | +100.00% | 618.42K | 66.77 | 0.15% |
| 131 | SAP | SAP SE | 292.50 | -1.13% | 2.5K | +7.56% | 616.52K | 202.71 | 0.15% |
| 132 | WPC | W. P. Carey Inc... | 62.91 | +0.19% | 11.26K | +23.66% | 613.66K | 55.66 | 0.15% |
| 133 | BRO | Brown & Brown, ... | 107.99 | +0.80% | 5.96K | -5.77% | 608.3K | 89.11 | 0.15% |
| 134 | MRK | Merck & Co., In... | 78.33 | -3.25% | 6.11K | -62.9% | 607.62K | 120.59 | 0.15% |
| 135 | SRE | Sempra | 74.07 | +0.39% | 6.91K | -3.39% | 605.84K | 75.18 | 0.15% |
| 136 | APD | Air Products an... | 277.09 | -1.19% | 2.09K | -8.82% | 605.46K | 247.34 | 0.15% |
| 137 | SCHW | The Charles Sch... | 88.94 | -0.03% | 8.06K | -2.77% | 596.5K | 72.81 | 0.15% |
| 138 | MBB | iShares MBS ETF | 92.68 | +0.28% | 6.51K | +100.00% | 596.47K | 91.68 | 0.15% |
| 139 | CTRA | Coterra Energy ... | 26.68 | +0.74% | 23.33K | -4.65% | 595.82K | 26.54 | 0.15% |
| 140 | SNY | Sanofi | 48.23 | -2.4% | 12.16K | -49.92% | 586.33K | 53.88 | 0.15% |
| 141 | NEE | NextEra Energy,... | 71.88 | -2.58% | 8.14K | -47.75% | 583.38K | 74.54 | 0.14% |
| 142 | SDVY | First Trust SMI... | 34.27 | -1.08% | 16.18K | -1.44% | 580.23K | 33.45 | 0.14% |
| 143 | TCHP | T. Rowe Price B... | 43.19 | -0.82% | 13.75K | +14.00% | 579.14K | 39.42 | 0.14% |
| 144 | UPS | United Parcel S... | 99.72 | -1.36% | 4.55K | -28.6% | 573.33K | 152.05 | 0.14% |
| 145 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 3.53K | 0.00% | 571.09K | 149.02 | 0.14% |
| 146 | HIG | The Hartford Fi... | 125.43 | -0.34% | 5.16K | +20.44% | 564.59K | 101.5 | 0.14% |
| 147 | VEA | Vanguard Develo... | 55.73 | -1.28% | 11.62K | -0.13% | 555.67K | 49.87 | 0.14% |
| 148 | TSCO | Tractor Supply ... | 50.98 | -1.36% | 10.41K | +379.51% | 552.62K | 52.19 | 0.14% |
| 149 | MCO | Moody's Corpora... | 470.81 | -1.28% | 1.16K | -3.74% | 547.69K | 421.49 | 0.14% |
| 150 | MCHP | Microchip Techn... | 67.73 | -0.67% | 9.49K | -20.48% | 544.33K | 91.59 | 0.13% |