Portfolio (Quarterly)
Guide ↗
Legacy Capital Wealth Partners, LLC
· CIK 0001766228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SPIB | SPDR SERIES TRUST | — | 12,614 | $426K | 0.09% | SOLD |
| 22 | TT | TRANE TECHNOLOGIES PLC | Industrials | 1,087 | $423K | 0.09% | SOLD |
| 23 | AMP | AMERIPRISE FINL INC | Financial Services | 839 | $412K | 0.09% | SOLD |
| 24 | WRB | BERKLEY W R CORP | Financial Services | 5,503 | $386K | 0.08% | SOLD |
| 25 | ENB | ENBRIDGE INC | Energy | 8,039 | $384K | 0.08% | SOLD |
| 26 | CRM | SALESFORCE INC | Technology | 1,443 | $382K | 0.08% | SOLD |
| 27 | RKLB | ROCKET LAB CORP | Industrials | 5,477 | $382K | 0.08% | SOLD |
| 28 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 6,800 | $371K | 0.08% | SOLD |
| 29 | QUAL | ISHARES TR | — | 1,819 | $361K | 0.08% | SOLD |
| 30 | LEN | LENNAR CORP | Consumer Cyclical | 3,431 | $353K | 0.08% | SOLD |
| 31 | STE | STERIS PLC | Healthcare | 1,333 | $338K | 0.07% | SOLD |
| 32 | CHE | CHEMED CORP NEW | Healthcare | 790 | $338K | 0.07% | SOLD |
| 33 | SCI | SERVICE CORP INTL | Consumer Cyclical | 4,274 | $333K | 0.07% | SOLD |
| 34 | SAP | SAP SE | Technology | 1,349 | $328K | 0.07% | SOLD |
| 35 | HMC | HONDA MOTOR LTD | Consumer Cyclical | 11,082 | $327K | 0.07% | SOLD |
| 36 | IJH | ISHARES TR | — | 4,933 | $326K | 0.07% | SOLD |
| 37 | STT | STATE STR CORP | Financial Services | 2,441 | $315K | 0.07% | SOLD |
| 38 | CARY | ANGEL OAK FUNDS TRUST | — | 14,594 | $304K | 0.07% | SOLD |
| 39 | — | INNOVATOR ETFS TRUST | — | 11,648 | $300K | 0.06% | SOLD |
| 40 | AVB | AVALONBAY CMNTYS INC | Real Estate | 1,626 | $295K | 0.06% | SOLD |
Sector Allocation
Consumer Defensive
21.2%
Technology
17.3%
Financial Services
16.7%
Industrials
15.7%
Consumer Cyclical
13.8%
Healthcare
4.2%
Energy
4.1%
Communication Services
4.0%
Real Estate
1.3%
Basic Materials
1.2%