$364 Million is the total value of Legacy Capital Wealth Partners, LLC's 281 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -3,034 | -100.0% | -0.87% | – |
| KBE | Exit | SPDR SER TRs&p bk etf | $0 | – | -32,085 | -100.0% | -0.96% | – |
| IYC | Exit | ISHARES TRus consum discre | $0 | – | -22,514 | -100.0% | -1.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.