Legacy Capital Wealth Partners, LLC
Top Portfolio Positions
250 positions ·
$350,114,354 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
491,110 | $61,035,150 | 17.43% |
| SPY |
Spdr S&P 500 ETF Trust
|
73,593 | $47,860,471 | 13.67% |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
106,094 | $22,481,318 | 6.42% |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
108,370 | $14,870,531 | 4.25% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
26,011 | $9,669,589 | 2.76% |
| GAP |
Gap Inc
Consumer Cyclical
|
303,581 | $7,346,660 | 2.10% |
| NVDA |
Nvidia Corp
Technology
|
39,489 | $6,886,881 | 1.97% |
| AAPL |
Apple Inc.
Technology
|
25,143 | $6,381,041 | 1.82% |
| EOG |
Eog Resources Inc
Energy
|
40,083 | $5,794,799 | 1.66% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,977 | $3,744,069 | 1.07% |
Portfolio Trend
Holdings in SYM
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,793,266 | 52,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,163,853 | 53,174 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,866,078 | 53,174 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,065,809 | 53,174 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,593 | 49,114 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,164,492 | 49,114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,197,890 | 49,114 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,726,848 | 49,114 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,950,540 | 38,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,270,340 | 38,000 | Shares | Sole | 2023-10-16 | |
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