| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Mid Cap Index ETF | 14 | Q2 2024 | 10.2% |
| ISHARES TR | 14 | Q2 2024 | 5.6% |
| First Trust Senior Loan | 14 | Q2 2024 | 3.0% |
| FIRST TR VALUE LINE DIVID IN | 13 | Q4 2023 | 10.2% |
| iShares MSCI Global Min Vol Factor | 13 | Q4 2023 | 6.1% |
| First Trust TCW Opportunistic Fxd Inc | 13 | Q4 2023 | 4.3% |
| ISHARES TR | 13 | Q2 2024 | 1.8% |
| FT NASDAQ Rising Dividend Achievers | 12 | Q2 2024 | 7.5% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q2 2024 | 6.0% |
| Invesco S&P 500 Revenue | 12 | Q2 2024 | 5.9% |
View Legacy Capital Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Legacy Capital Wealth Partners, LLC'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.