Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Legacy Capital Wealth Partners, Llc > Profile

Instuitional Investor - Legacy Capital Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Capital Wealth Partners, Llc
Portfolio Value $439,322,509
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 526,414 $51,472,792 11.72%
2.
Hunt J B Transport Services Inc
 JBHT 119,333 $17,136,219 3.9%
3.
Gap Inc
 GAP 582,356 $12,701,184 2.89%
4.
Tesla Inc.
 TSLA 32,469 $10,314,251 2.35%
5.
First Tr Exchange Traded Fd
 158,580 $9,530,652 2.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)