Instuitional Investor - Legacy Capital Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Legacy Capital Wealth Management, Llc |
| Portfolio Value | $165,121,474 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 134,135 | $16,005,030 | 9.69% | |
| 2. | Janus Detroit Str Tr | 228,809 | $11,573,136 | 7.01% | |
| 3. | Innovator Etfs Trust - US EQTY ULTRA B | 215,636 | $8,547,811 | 5.18% | |
| 4. | Capital Group Dividend Value | 165,443 | $7,219,933 | 4.37% | |
| 5. | NVDA | 38,010 | $7,088,818 | 4.29% |