Portfolio (Quarterly)
Guide ↗
Legacy Capital Wealth Partners, LLC
· CIK 0001766228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | SYK | STRYKER CORPORATION | Healthcare | 605 | $213K | 0.05% | SOLD |
| 62 | CACI | CACI INTL INC | Technology | 397 | $212K | 0.04% | SOLD |
| 63 | VCSH | VANGUARD SCOTTSDALE FDS | — | 2,643 | $211K | 0.04% | SOLD |
| 64 | CFR | CULLEN FROST BANKERS INC | Financial Services | 1,660 | $210K | 0.04% | SOLD |
| 65 | SHOP | SHOPIFY INC | Technology | 1,296 | $209K | 0.04% | SOLD |
| 66 | HYG | ISHARES TR | — | 2,574 | $208K | 0.04% | SOLD |
| 67 | WSO | WATSCO INC | Industrials | 614 | $207K | 0.04% | SOLD |
| 68 | MSOX | ADVISORSHARES TR | — | 17,580 | $79K | 0.02% | SOLD |
| 69 | — | LITHIUM ARGENTINA AG | — | 11,279 | $63K | 0.01% | SOLD |
| 70 | — | EXACT SCIENCES CORP | — | 41,837 | $42K | 0.01% | 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%