Portfolio (Quarterly)
Guide ↗
Legacy Capital Wealth Partners, LLC
· CIK 0001766228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BN | BROOKFIELD CORP | Financial Services | 6,325 | $290K | 0.06% | SOLD |
| 42 | DFIP | DIMENSIONAL ETF TRUST | — | 6,893 | $286K | 0.06% | SOLD |
| 43 | SBAC | SBA COMMUNICATIONS CORP NEW | Real Estate | 1,460 | $282K | 0.06% | SOLD |
| 44 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 5,136 | $276K | 0.06% | SOLD |
| 45 | ZTS | ZOETIS INC | Healthcare | 2,188 | $275K | 0.06% | SOLD |
| 46 | DFSD | DIMENSIONAL ETF TRUST | — | 5,592 | $268K | 0.06% | SOLD |
| 47 | NOC | NORTHROP GRUMMAN CORP | Industrials | 464 | $264K | 0.06% | SOLD |
| 48 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 4,859 | $247K | 0.05% | SOLD |
| 49 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,412 | $239K | 0.05% | SOLD |
| 50 | EQIX | EQUINIX INC | Real Estate | 309 | $237K | 0.05% | SOLD |
| 51 | CDW | CDW CORP | Technology | 1,721 | $234K | 0.05% | SOLD |
| 52 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 5,201 | $230K | 0.05% | SOLD |
| 53 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,603 | $230K | 0.05% | SOLD |
| 54 | UBER | UBER TECHNOLOGIES INC | Technology | 2,789 | $228K | 0.05% | SOLD |
| 55 | NVO | NOVO-NORDISK A S | Healthcare | 4,363 | $222K | 0.05% | SOLD |
| 56 | TMSL | T ROWE PRICE ETF INC | — | 6,172 | $222K | 0.05% | SOLD |
| 57 | CMI | CUMMINS INC | Industrials | 432 | $220K | 0.05% | SOLD |
| 58 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 2,003 | $220K | 0.05% | SOLD |
| 59 | DBMF | LITMAN GREGORY FDS TR | — | 7,706 | $216K | 0.05% | SOLD |
| 60 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 5,025 | $213K | 0.05% | 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%