| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGZ | Exit | VISTA GOLD CORP COM NEWstock | $0 | – | -26,500 | -100.0% | -0.01% | – |
| CHS | Exit | CHICOS FAS INC COMstock | $0 | – | -20,000 | -100.0% | -0.03% | – |
| NG | Exit | NOVAGOLD RES INC COM NEWstock | $0 | – | -22,300 | -100.0% | -0.06% | – |
| BSV | Exit | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $0 | – | -2,569 | -100.0% | -0.07% | – |
| NTRS | Exit | NORTHERN TR CORP COMstock | $0 | – | -1,800 | -100.0% | -0.07% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC COMstock | $0 | – | -460 | -100.0% | -0.07% | – |
| PSA | Exit | PUBLIC STORAGE COMreit | $0 | – | -555 | -100.0% | -0.07% | – |
| UPS | Exit | UNITED PARCEL SERVICE INC CL Bstock | $0 | – | -1,050 | -100.0% | -0.07% | – |
| LULU | Exit | LULULEMON ATHLETICA INC COMstock | $0 | – | -697 | -100.0% | -0.08% | – |
| FAST | Exit | FASTENAL CO COMstock | $0 | – | -4,270 | -100.0% | -0.08% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC COMstock | $0 | – | -164 | -100.0% | -0.08% | – |
| IQV | Exit | IQVIA HLDGS INC COMstock | $0 | – | -1,125 | -100.0% | -0.09% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $0 | – | -2,000 | -100.0% | -0.09% | – |
| USB | Exit | US BANCORP DEL COM NEWstock | $0 | – | -5,119 | -100.0% | -0.09% | – |
| QLTA | Exit | ISHARES AAA - A RATED CORPORATE BOND ETFetf | $0 | – | -5,390 | -100.0% | -0.09% | – |
| LLY | Exit | LILLY ELI & CO COMstock | $0 | – | -992 | -100.0% | -0.09% | – |
| CPB | Exit | CAMPBELL SOUP CO COMstock | $0 | – | -6,380 | -100.0% | -0.09% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SVCS COMstock | $0 | – | -2,902 | -100.0% | -0.10% | – |
| KHC | Exit | KRAFT HEINZ CO COMstock | $0 | – | -7,525 | -100.0% | -0.10% | – |
| IEF | Exit | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $0 | – | -2,767 | -100.0% | -0.10% | – |
| TLT | Exit | ISHARES 20 YEAR TREASURY BOND ETFetf | $0 | – | -2,431 | -100.0% | -0.11% | – |
| KMB | Exit | KIMBERLY-CLARK CORP COMstock | $0 | – | -2,686 | -100.0% | -0.11% | – |
| TXN | Exit | TEXAS INSTRS INC COMstock | $0 | – | -2,040 | -100.0% | -0.12% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT INC COMreit | $0 | – | -58,070 | -100.0% | -0.14% | – |
| DEO | Exit | DIAGEO PLC SPON ADR NEWadr | $0 | – | -2,085 | -100.0% | -0.14% | – |
| UL | Exit | UNILEVER PLC SPON ADR NEWadr | $0 | – | -9,425 | -100.0% | -0.14% | – |
| DLTR | Exit | DOLLAR TREE INC COMstock | $0 | – | -2,728 | -100.0% | -0.14% | – |
| SHY | Exit | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $0 | – | -5,252 | -100.0% | -0.14% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC COMstock | $0 | – | -800 | -100.0% | -0.16% | – |
| TER | Exit | TERADYNE INC COMstock | $0 | – | -4,009 | -100.0% | -0.16% | – |
| USMV | Exit | ISHARES MSCI USA MIN VOL FACTOR ETFetf | $0 | – | -6,133 | -100.0% | -0.16% | – |
| GILD | Exit | GILEAD SCIENCES INC COMstock | $0 | – | -8,106 | -100.0% | -0.16% | – |
| LNT | Exit | ALLIANT ENERGY CORP COMstock | $0 | – | -7,760 | -100.0% | -0.16% | – |
| WCN | Exit | WASTE CONNECTIONS INC COMstock | $0 | – | -3,569 | -100.0% | -0.16% | – |
| MCK | Exit | MCKESSON CORP COMstock | $0 | – | -1,625 | -100.0% | -0.16% | – |
| NEO | Exit | NEOGENOMICS INC COM NEWstock | $0 | – | -41,260 | -100.0% | -0.16% | – |
| AFL | Exit | AFLAC INC COMstock | $0 | – | -7,840 | -100.0% | -0.17% | – |
| SHW | Exit | SHERWIN WILLIAMS CO COMstock | $0 | – | -2,120 | -100.0% | -0.17% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP COMstock | $0 | – | -1,179 | -100.0% | -0.17% | – |
| IDXX | Exit | IDEXX LABS INC COMstock | $0 | – | -980 | -100.0% | -0.18% | – |
| OUNZ | Exit | VAN ECK MERK GOLD TRUSTetf | $0 | – | -29,670 | -100.0% | -0.18% | – |
| C | Exit | CITIGROUP INC COM NEWstock | $0 | – | -11,200 | -100.0% | -0.20% | – |
| COIN | Exit | COINBASE GLOBAL INC COM CL Astock | $0 | – | -3,155 | -100.0% | -0.20% | – |
| ENPH | Exit | ENPHASE ENERGY INC COMstock | $0 | – | -3,014 | -100.0% | -0.20% | – |
| FB | Exit | META PLATFORMS INC CL Astock | $0 | – | -2,835 | -100.0% | -0.21% | – |
| HOLX | Exit | HOLOGIC INC COMstock | $0 | – | -8,280 | -100.0% | -0.21% | – |
| SCHH | Exit | SCHWAB U.S. REIT ETFetf | $0 | – | -25,693 | -100.0% | -0.21% | – |
| CIEN | Exit | CIENA CORP COM NEWstock | $0 | – | -10,820 | -100.0% | -0.22% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW COMreit | $0 | – | -5,085 | -100.0% | -0.22% | – |
| CEF | Exit | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $0 | – | -35,800 | -100.0% | -0.23% | – |
| ANET | Exit | ARISTA NETWORKS INC COMstock | $0 | – | -5,148 | -100.0% | -0.24% | – |
| XLE | Exit | ENERGY SELECT SECTOR SPDR FUNDetf | $0 | – | -9,408 | -100.0% | -0.24% | – |
| DOW | Exit | DOW INC COMstock | $0 | – | -11,325 | -100.0% | -0.24% | – |
| XLV | Exit | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $0 | – | -5,291 | -100.0% | -0.24% | – |
| LMT | Exit | LOCKHEED MARTIN CORP COMstock | $0 | – | -1,690 | -100.0% | -0.25% | – |
| TJX | Exit | TJX COS INC NEW COMstock | $0 | – | -12,340 | -100.0% | -0.25% | – |
| JPM | Exit | JPMORGAN CHASE & CO COMstock | $0 | – | -5,591 | -100.0% | -0.25% | – |
| DNP | Exit | DNP SELECT INCOME FD INC COMcef | $0 | – | -66,620 | -100.0% | -0.26% | – |
| RE | Exit | EVEREST RE GROUP LTD COMstock | $0 | – | -2,683 | -100.0% | -0.27% | – |
| DE | Exit | DEERE & CO COMstock | $0 | – | -1,950 | -100.0% | -0.27% | – |
| WSM | Exit | WILLIAMS SONOMA INC COMstock | $0 | – | -5,711 | -100.0% | -0.27% | – |
| T | Exit | AT&T INC COMstock | $0 | – | -35,172 | -100.0% | -0.27% | – |
| WFC | Exit | WELLS FARGO CO NEW COMstock | $0 | – | -17,390 | -100.0% | -0.28% | – |
| ABMD | Exit | ABIOMED INC COMstock | $0 | – | -2,609 | -100.0% | -0.28% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED COMstock | $0 | – | -2,062 | -100.0% | -0.31% | – |
| NCBS | Exit | NICOLET BANKSHARES INC COMstock | $0 | – | -10,700 | -100.0% | -0.33% | – |
| BP | Exit | BP PLC SPONSORED ADRadr | $0 | – | -34,089 | -100.0% | -0.33% | – |
| DIS | Exit | DISNEY WALT CO COMstock | $0 | – | -7,344 | -100.0% | -0.33% | – |
| XLP | Exit | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $0 | – | -13,394 | -100.0% | -0.34% | – |
| LRCX | Exit | LAM RESEARCH CORP COMstock | $0 | – | -1,939 | -100.0% | -0.34% | – |
| COP | Exit | CONOCOPHILLIPS COMstock | $0 | – | -10,462 | -100.0% | -0.34% | – |
| ECPG | Exit | ENCORE CAP GROUP INC COMstock | $0 | – | -17,075 | -100.0% | -0.35% | – |
| KLAC | Exit | KLA CORP COM NEWstock | $0 | – | -3,020 | -100.0% | -0.36% | – |
| GDX | Exit | VANECK GOLD MINERS ETFetf | $0 | – | -28,925 | -100.0% | -0.36% | – |
| SBUX | Exit | STARBUCKS CORP COMstock | $0 | – | -12,515 | -100.0% | -0.38% | – |
| IVOL | Exit | QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFetf | $0 | – | -46,370 | -100.0% | -0.39% | – |
| URI | Exit | UNITED RENTALS INC COMstock | $0 | – | -3,445 | -100.0% | -0.40% | – |
| DISCA | Exit | DISCOVERY INC COM SER Astock | $0 | – | -53,175 | -100.0% | -0.44% | – |
| COST | Exit | COSTCO WHSL CORP NEW COMstock | $0 | – | -2,372 | -100.0% | -0.45% | – |
| AVGO | Exit | BROADCOM INC COMstock | $0 | – | -2,255 | -100.0% | -0.47% | – |
| HD | Exit | HOME DEPOT INC COMstock | $0 | – | -5,669 | -100.0% | -0.56% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC COMstock | $0 | – | -6,890 | -100.0% | -0.56% | – |
| CRM | Exit | SALESFORCE INC COMstock | $0 | – | -8,144 | -100.0% | -0.57% | – |
| HON | Exit | HONEYWELL INTL INC COMstock | $0 | – | -9,010 | -100.0% | -0.58% | – |
| RSG | Exit | REPUBLIC SVCS INC COMstock | $0 | – | -13,530 | -100.0% | -0.59% | – |
| FCX | Exit | FREEPORT-MCMORAN INC CL Bstock | $0 | – | -36,575 | -100.0% | -0.60% | – |
| PRU | Exit | PRUDENTIAL FINL INC COMstock | $0 | – | -15,425 | -100.0% | -0.60% | – |
| PM | Exit | PHILIP MORRIS INTL INC COMstock | $0 | – | -19,670 | -100.0% | -0.61% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $0 | – | -18,108 | -100.0% | -0.61% | – |
| MO | Exit | ALTRIA GROUP INC COMstock | $0 | – | -37,020 | -100.0% | -0.64% | – |
| GOOGL | Exit | ALPHABET INC CAP STK CL Astock | $0 | – | -718 | -100.0% | -0.66% | – |
| RIO | Exit | RIO TINTO PLC SPONSORED ADRadr | $0 | – | -25,545 | -100.0% | -0.68% | – |
| NEM | Exit | NEWMONT CORP COMstock | $0 | – | -26,272 | -100.0% | -0.69% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP COMstock | $0 | – | -21,649 | -100.0% | -0.71% | – |
| AIZ | Exit | ASSURANT INC COMstock | $0 | – | -11,905 | -100.0% | -0.71% | – |
| APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $0 | – | -56,520 | -100.0% | -0.73% | – |
| CHD | Exit | CHURCH & DWIGHT CO INC COMstock | $0 | – | -22,410 | -100.0% | -0.73% | – |
| MMM | Exit | 3M CO COMstock | $0 | – | -15,573 | -100.0% | -0.76% | – |
| ALB | Exit | ALBEMARLE CORP COMstock | $0 | – | -11,534 | -100.0% | -0.84% | – |
| WEC | Exit | WEC ENERGY GROUP INC COMstock | $0 | – | -26,208 | -100.0% | -0.86% | – |
| APH | Exit | AMPHENOL CORP NEW CL Astock | $0 | – | -36,250 | -100.0% | -0.90% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $0 | – | -7,885 | -100.0% | -0.92% | – |
| PEP | Exit | PEPSICO INC COMstock | $0 | – | -16,873 | -100.0% | -0.93% | – |
| LNG | Exit | CHENIERE ENERGY INC COM NEWstock | $0 | – | -20,685 | -100.0% | -0.94% | – |
| BAC | Exit | BK OF AMERICA CORP COMstock | $0 | – | -71,960 | -100.0% | -0.98% | – |
| CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -39,347 | -100.0% | -0.98% | – |
| PFE | Exit | PFIZER INC COMstock | $0 | – | -58,183 | -100.0% | -0.99% | – |
| ETN | Exit | EATON CORP PLC SHSstock | $0 | – | -19,980 | -100.0% | -1.00% | – |
| PCRX | Exit | PACIRA BIOSCIENCES INC COMstock | $0 | – | -41,252 | -100.0% | -1.04% | – |
| GD | Exit | GENERAL DYNAMICS CORP COMstock | $0 | – | -14,061 | -100.0% | -1.12% | – |
| ORLY | Exit | OREILLY AUTOMOTIVE INC COMstock | $0 | – | -4,974 | -100.0% | -1.12% | – |
| RGLD | Exit | ROYAL GOLD INC COMstock | $0 | – | -24,457 | -100.0% | -1.14% | – |
| WMT | Exit | WALMART INC COMstock | $0 | – | -23,952 | -100.0% | -1.18% | – |
| CB | Exit | CHUBB LIMITED COMstock | $0 | – | -17,092 | -100.0% | -1.20% | – |
| CSCO | Exit | CISCO SYS INC COMstock | $0 | – | -72,874 | -100.0% | -1.34% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC COMstock | $0 | – | -8,105 | -100.0% | -1.36% | – |
| CVX | Exit | CHEVRON CORP NEW COMstock | $0 | – | -28,260 | -100.0% | -1.52% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -30,836 | -100.0% | -1.55% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC COMstock | $0 | – | -97,372 | -100.0% | -1.63% | – |
| PG | Exit | PROCTER AND GAMBLE CO COMstock | $0 | – | -32,820 | -100.0% | -1.65% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. COMstock | $0 | – | -66,949 | -100.0% | -1.66% | – |
| KO | Exit | COCA COLA CO COMstock | $0 | – | -82,665 | -100.0% | -1.69% | – |
| GOOG | Exit | ALPHABET INC CAP STK CL Cstock | $0 | – | -1,848 | -100.0% | -1.70% | – |
| V | Exit | VISA INC COM CL Astock | $0 | – | -23,599 | -100.0% | -1.72% | – |
| PHYS | Exit | SPROTT PHYSICAL GOLD TR UNITcef | $0 | – | -347,829 | -100.0% | -1.76% | – |
| MCD | Exit | MCDONALDS CORP COMstock | $0 | – | -21,682 | -100.0% | -1.77% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO COMstock | $0 | – | -80,143 | -100.0% | -1.93% | – |
| XOM | Exit | EXXON MOBIL CORP COMstock | $0 | – | -71,260 | -100.0% | -1.94% | – |
| FISV | Exit | FISERV INC COMstock | $0 | – | -60,399 | -100.0% | -2.02% | – |
| JNJ | Exit | JOHNSON & JOHNSON COMstock | $0 | – | -36,300 | -100.0% | -2.12% | – |
| BMO | Exit | BANK MONTREAL QUE COMstock | $0 | – | -56,053 | -100.0% | -2.18% | – |
| INTC | Exit | INTEL CORP COMstock | $0 | – | -139,372 | -100.0% | -2.28% | – |
| ABT | Exit | ABBOTT LABS COMstock | $0 | – | -59,847 | -100.0% | -2.33% | – |
| AMZN | Exit | AMAZON COM INC COMstock | $0 | – | -2,400 | -100.0% | -2.58% | – |
| ACN | Exit | ACCENTURE PLC IRELAND SHS CLASS Astock | $0 | – | -26,456 | -100.0% | -2.94% | – |
| MSFT | Exit | MICROSOFT CORP COMstock | $0 | – | -34,511 | -100.0% | -3.50% | – |
| ABBV | Exit | ABBVIE INC COMstock | $0 | – | -66,307 | -100.0% | -3.54% | – |
| AAPL | Exit | APPLE INC COMstock | $0 | – | -164,378 | -100.0% | -9.45% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 36 | Q1 2022 | 9.5% |
| INTEL CORP COM | 36 | Q1 2022 | 3.5% |
| JOHNSON & JOHNSON COM | 36 | Q1 2022 | 3.1% |
| ACCENTURE PLC IRELAND SHS CLASS A | 36 | Q1 2022 | 3.6% |
| Bank of Montreal | 36 | Q1 2022 | 2.9% |
| VERIZON COMMUNICATIONS INC COM | 36 | Q1 2022 | 3.1% |
| PROCTER & GAMBLE CO COM | 36 | Q1 2022 | 3.0% |
| COCA COLA CO COM | 36 | Q1 2022 | 3.3% |
| FISERV INC COM | 36 | Q1 2022 | 3.2% |
| AbbVie Inc. Common Stock | 36 | Q1 2022 | 3.5% |
View Legacy Capital Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-10-18 |
| 13F-HR | 2021-07-13 |
| 13F-HR | 2021-04-20 |
| 13F-HR | 2021-02-02 |
| 13F-HR | 2020-10-13 |
| 13F-HR | 2020-07-07 |
| 13F-HR | 2020-05-05 |
| 13F-HR | 2020-01-14 |
View Legacy Capital Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.