Portfolio (Quarterly)
Guide ↗
Legacy Capital Wealth Partners, LLC
· CIK 0001766228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ICFI | ICF INTL INC | Industrials | 2,190 | $203K | 0.04% | SOLD |
| 22 | DTE | DTE ENERGY CO | Utilities | 1,433 | $203K | 0.04% | SOLD |
| 23 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 2,480 | $201K | 0.04% | SOLD |
| 24 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 7,180 | $201K | 0.04% | SOLD |
| 25 | — | LITHIUM AMERS CORP NEW | — | 17,572 | $100K | 0.02% | SOLD |
| 26 | CAPR | CAPRICOR THERAPEUTICS INC | Healthcare | 12,000 | $87K | 0.02% | SOLD |
| 27 | BTBT | BIT DIGITAL INC | Financial Services | 10,000 | $30K | 0.01% | SOLD |
Sector Allocation
Consumer Defensive
22.9%
Financial Services
20.8%
Industrials
13.6%
Technology
13.1%
Consumer Cyclical
12.3%
Healthcare
5.2%
Energy
4.5%
Communication Services
4.2%
Real Estate
1.5%
Basic Materials
1.3%