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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 $352,923,307
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 462,234 $24,290,321 6.88%
2.
Spdr S & P 500 Etf Trust
 SPY 34,501 $16,398,557 4.64%
3.
Ishares Trust
 IEF 127,272 $13,777,097 3.9%
4.
First Tr Exchange-Traded Fd
 230,279 $11,898,366 3.37%
5.
Invesco Exchange Traded Fd T
 93,813 $9,289,270 2.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)