$242 Million is the total value of Legacy Capital Wealth Partners, LLC's 84 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQIX | New | Equinix Incstock | $449,000 | – | 660 | +100.0% | 0.19% | – |
| JPST | New | JPMORGAN ULTRA-SHORT INCOME ETFetf | $309,000 | – | 6,096 | +100.0% | 0.13% | – |
| VNLA | New | Janus Henderson Short Duration Inc ETFetf | $308,000 | – | 6,145 | +100.0% | 0.13% | – |
| HD | New | The Home Depot Incstock | $281,000 | – | 920 | +100.0% | 0.12% | – |
| PXD | New | Pioneer Natural Resources Costock | $275,000 | – | 1,723 | +100.0% | 0.11% | – |
| JKHY | New | Jack Henry & Associates Incstock | $275,000 | – | 1,811 | +100.0% | 0.11% | – |
| AAGIY | New | AIA Group Ltdstock | $256,000 | – | 5,205 | +100.0% | 0.11% | – |
| IJH | New | iShares Core S&P Mid-Cap ETFetf | $248,000 | – | 951 | +100.0% | 0.10% | – |
| IVV | New | iShares Core S&P 500 ETFetf | $224,000 | – | 564 | +100.0% | 0.09% | – |
| TCEHY | New | Tencent Holdings Ltd ADRstock | $222,000 | – | 2,788 | +100.0% | 0.09% | – |
| UNH | New | UnitedHealth Group Incstock | $212,000 | – | 571 | +100.0% | 0.09% | – |
| ABBV | New | AbbVie Incstock | $211,000 | – | 1,953 | +100.0% | 0.09% | – |
| ATLKY | New | Atlas Copco ABstock | $209,000 | – | 3,414 | +100.0% | 0.09% | – |
| BAM | New | Brookfield Asset Management Inc Class Astock | $204,000 | – | 4,579 | +100.0% | 0.08% | – |
| NKE | New | Nike Inc Bstock | $203,000 | – | 1,526 | +100.0% | 0.08% | – |
| RYCEY | New | Rolls-Royce Holdings PLCstock | $26,000 | – | 17,032 | +100.0% | 0.01% | – |
| CAIXY | New | CaixaBank SAstock | $16,000 | – | 15,695 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 10.2% |
| Vanguard Mid Cap Index ETF | 12 | Q3 2023 | 10.2% |
| iShares MSCI Global Min Vol Factor | 12 | Q3 2023 | 6.1% |
| ISHARES TR | 12 | Q3 2023 | 5.6% |
| First Trust TCW Opportunistic Fxd Inc | 12 | Q3 2023 | 4.3% |
| First Trust Senior Loan | 12 | Q3 2023 | 3.0% |
| First Trust Low Duration Opps ETF | 12 | Q3 2023 | 2.2% |
| ISHARES TR | 11 | Q3 2023 | 1.8% |
| FT NASDAQ Rising Dividend Achievers | 10 | Q3 2023 | 7.5% |
| INVESCO EXCHANGE TRADED FD T | 10 | Q3 2023 | 6.0% |
View Legacy Capital Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
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.