$209 Million is the total value of Legacy Capital Wealth Partners, LLC's 58 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEUR | New | iShares Core MSCI Europeetf | $9,999,653 | – | 210,519 | +100.0% | 4.78% | – |
| FTSM | New | First Trust Enhanced Short Maturityetf | $9,378,859 | – | 157,787 | +100.0% | 4.48% | – |
| IWF | New | IShares Russell 1000 Growthetf | $8,617,979 | – | 40,226 | +100.0% | 4.12% | – |
| FTCS | New | First Trust Capital Strengthetf | $7,094,534 | – | 94,657 | +100.0% | 3.39% | – |
| IDEV | New | iShares Core MSCI International Developed Mktsetf | $6,255,765 | – | 111,750 | +100.0% | 2.99% | – |
| IYC | New | iShares US Consumer Discretionaryetf | $4,110,006 | – | 72,156 | +100.0% | 1.96% | – |
| IGV | New | iShares Expanded Tech-Software Sectoretf | $3,070,208 | – | 12,000 | +100.0% | 1.47% | – |
| IVE | New | iShares S&P 500 Value ETFetf | $299,934 | – | 2,068 | +100.0% | 0.14% | – |
| IGM | New | Ishares Expanded Tech Sector Etfetf | $222,600 | – | 795 | +100.0% | 0.11% | – |
| DIVB | New | ISHARES CORE DIVIDEND ETFetf | $220,329 | – | 5,874 | +100.0% | 0.10% | – |
| V | New | Visa Inc Com Cl Astock | $200,285 | – | 964 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
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 | 2024-05-10 |
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
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.