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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $460M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 378 New
Page 10 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INTC INTEL CORP Technology 16,684.0 $560K 0.12% NEW $33.55 +257.2%
182 VBK VANGUARD INDEX FDS 1,867.0 $556K 0.12% NEW $297.69 +16.6%
183 USDU WISDOMTREE TR 21,040.0 $555K 0.12% NEW $26.39 -0.7%
184 SNA SNAP ON INC Industrials 1,593.0 $552K 0.12% NEW $346.47 +5.8%
185 MCO MOODYS CORP Financial Services 1,155.0 $550K 0.12% NEW $476.48 -5.7%
186 FAST FASTENAL CO Industrials 11,207.0 $550K 0.12% NEW $49.04 -10.4%
187 AMAT APPLIED MATLS INC Technology 2,678.0 $548K 0.12% NEW $204.73 +111.1%
188 NOW SERVICENOW INC Technology 581.0 $535K 0.12% NEW $920.28 -88.9%
189 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,391.0 $534K 0.12% NEW $56.87 -44.4%
190 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 891.0 $531K 0.12% NEW $596.17 +12.5%
191 CSL CARLISLE COS INC Industrials 1,597.0 $525K 0.11% NEW $328.88 +1.5%
192 LLY ELI LILLY & CO Healthcare 688.0 $525K 0.11% NEW $763.23 +39.5%
193 TTE TOTALENERGIES SE Energy 8,755.0 $523K 0.11% NEW $59.69 +53.5%
194 J P MORGAN EXCHANGE TRADED F 10,300.0 $523K 0.11% NEW $50.73
195 SE SEA LTD Consumer Cyclical 2,915.0 $521K 0.11% NEW $178.73 -51.2%
196 URI UNITED RENTALS INC Industrials 545.0 $521K 0.11% NEW $955.34 -1.7%
197 SYY SYSCO CORP Consumer Defensive 6,272.0 $516K 0.11% NEW $82.33 -7.3%
198 CTRA COTERRA ENERGY INC Energy 21,801.0 $516K 0.11% NEW $23.65 +37.7%
199 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,910.0 $514K 0.11% NEW $65.00 -33.9%
200 ETHA ISHARES ETHEREUM TR Financial Services 16,311.0 $514K 0.11% NEW $31.51 -50.6%
Page 10 of 19  ·  378 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 23.0%
Financial Services 20.6%
Technology 13.7%
Consumer Cyclical 13.3%
Industrials 11.4%
Healthcare 5.4%
Energy 5.0%
Communication Services 4.2%
Real Estate 1.5%
Basic Materials 1.1%