Portfolio (Quarterly)
Guide ↗
Legacy Capital Wealth Partners, LLC
· CIK 0001766228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | TXN | TEXAS INSTRS INC | Technology | 5,464.0 | $948K | 0.20% | +1K | +23.9% | $173.50 | +78.2% |
| 102 | WMB | WILLIAMS COS INC | Energy | 15,749.0 | $947K | 0.20% | +2K | +12.4% | $60.11 | +30.5% |
| 103 | INTU | INTUIT | Technology | 1,418.0 | $939K | 0.20% | +68.0 | +5.0% | $662.55 | -51.7% |
| 104 | BUFZ | FIRST TR EXCHNG TRADED FD VI | — | 34,871.0 | $925K | 0.20% | +11K | +46.0% | $26.53 | +4.6% |
| 105 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,194.0 | $923K | 0.20% | -2K | -24.8% | $177.74 | -23.0% |
| 106 | ABBV | ABBVIE INC | Healthcare | 4,034.0 | $922K | 0.20% | -496.0 | -10.9% | $228.50 | -5.6% |
| 107 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 6,554.0 | $903K | 0.19% | +607.0 | +10.2% | $137.80 | -1.3% |
| 108 | LOW | LOWES COS INC | Consumer Cyclical | 3,741.0 | $902K | 0.19% | -44.0 | -1.2% | $241.14 | -10.8% |
| 109 | IWD | ISHARES TR | — | 4,288.0 | $902K | 0.19% | -1K | -22.5% | $210.34 | +12.4% |
| 110 | PH | PARKER-HANNIFIN CORP | Industrials | 1,010.0 | $888K | 0.19% | +75.0 | +8.0% | $879.40 | -1.4% |
| 111 | ANET | ARISTA NETWORKS INC | Technology | 6,701.0 | $878K | 0.19% | +863.0 | +14.8% | $131.03 | +17.6% |
| 112 | SMTH | ALPS ETF TR | — | 33,627.0 | $877K | 0.19% | -1K | -3.6% | $26.07 | -1.8% |
| 113 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 6,106.0 | $875K | 0.19% | +771.0 | +14.4% | $143.32 | +0.8% |
| 114 | KLAC | KLA CORP | Technology | 718.0 | $873K | 0.19% | +97.0 | +15.6% | $1215.78 | +55.3% |
| 115 | TFC | TRUIST FINL CORP | Financial Services | 17,567.0 | $864K | 0.19% | -115.0 | -0.7% | $49.21 | -1.7% |
| 116 | UPS | UNITED PARCEL SERVICE INC | Industrials | 8,667.0 | $860K | 0.18% | +3K | +48.8% | $99.18 | +1.9% |
| 117 | AVMV | AMERICAN CENTY ETF TR | — | 12,030.0 | $857K | 0.18% | — | — | $71.20 | +10.9% |
| 118 | MCK | MCKESSON CORP | Healthcare | 1,043.0 | $856K | 0.18% | +130.0 | +14.2% | $820.48 | -6.6% |
| 119 | PSP | INVESCO EXCHANGE TRADED FD T | — | 12,723.0 | $853K | 0.18% | +444.0 | +3.6% | $67.07 | -9.6% |
| 120 | IWF | ISHARES TR | — | 1,780.0 | $843K | 0.18% | — | — | $473.34 | -73.6% |
① 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
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%