Fund HoldingsLegacy Capital Wealth Partners, LLC

Total Portfolio Value
$392.59M
Total Bought
$368.47M
Total Sold
$118.98M
Net Transaction
+$249.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
WALMART INC(WMT)0472,293+472,293031,9938.15%+31,993
GAP INC(GAP)0864,403+864,403020,6515.26%+20,651
HUNT J B TRANS SVCS INC(JBHT)0123,467+123,467019,7555.03%+19,755
SPDR S&P 500 ETF TR(SPY)030,720+30,720016,7184.26%+16,718
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0194,507+194,507010,6492.71%+10,649
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
089,615+89,61508,3002.11%+8,300
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
078,768+78,76808,1842.08%+8,184
VANGUARD INDEX FDS033,492+33,49208,1082.07%+8,108
ISHARES TR014,787+14,78708,0922.06%+8,092
VANGUARD INDEX FDS015,670+15,67007,8372.00%+7,837
ISHARES TR
CORE MSCI EAFE
0105,858+105,85807,6891.96%+7,689
EOG RES INC(EOG)060,931+60,93107,6691.95%+7,669
NVIDIA CORPORATION(NVDA)057,885+57,88507,2951.86%+7,295
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0156,369+156,36906,4961.65%+6,496
PIMCO ETF TR
ENHAN SHRT MA AC
046,837+46,83704,7141.20%+4,714
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
0195,097+195,09704,5221.15%+4,522
SPDR SER TR
ST STR BLO 1 ETF
047,618+47,61804,3701.11%+4,370
NUVEEN S&P 500 BUY-WRITE INC0298,274+298,27404,0271.03%+4,027
APPLE INC(AAPL)025,893+25,89305,4541.39%+5,454
ISHARES TR
FLTG RATE NT ETF
069,863+69,86303,5690.91%+3,569
MICROSOFT CORP(MSFT)08,968+8,96804,0081.02%+4,008
PROSHARES TR0135,943+135,94303,1320.80%+3,132
JANUS DETROIT STR TR
HENDRSON AAA CL
060,193+60,19303,0630.78%+3,063
PIMCO ETF TR
ULTR SH GO AC FD
026,734+26,73402,7030.69%+2,703
BANK OZK LITTLE ROCK ARK(OZK)061,750+61,75002,5320.64%+2,532
ISHARES TR067,535+67,53502,1310.54%+2,131
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
037,498+37,49802,1250.54%+2,125
ISHARES TR057,067+57,06702,1070.54%+2,107
UNITEDHEALTH GROUP INC(UNH)03,947+3,94702,0100.51%+2,010
HERCULES CAPITAL INC(HCXY)098,034+98,03402,0050.51%+2,005
APOLLO GLOBAL MGMT INC(APO)015,341+15,34101,8110.46%+1,811
MAIN STR CAP CORP(MAIN)035,617+35,61701,7980.46%+1,798
PENNANTPARK INVT CORP0236,456+236,45601,7850.45%+1,785
CAPITAL SOUTHWEST CORP(CSWC)068,019+68,01901,7750.45%+1,775
BLACKSTONE SECD LENDING FD(BXSL)056,451+56,45101,7290.44%+1,729
SYMBOTIC INC(SYM)049,114+49,11401,7270.44%+1,727
GLOBAL X FDS
GLB X MLP ENRG I
033,792+33,79201,7250.44%+1,725
GLADSTONE CAPITAL CORP074,039+74,03901,7230.44%+1,723
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
037,389+37,38901,7090.44%+1,709
META PLATFORMS INC(META)03,383+3,38301,7060.43%+1,706
BLUE OWL CAPITAL CORPORATION(OBDC)0106,494+106,49401,6360.42%+1,636
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
065,988+65,98801,6130.41%+1,613
GOLUB CAP BDC INC(GBDC)0101,821+101,82101,6000.41%+1,600
VISA INC(V)06,083+6,08301,5970.41%+1,597
ARES CAPITAL CORP(ARCC)076,393+76,39301,5920.41%+1,592
LOWES COS INC(LOW)07,083+7,08301,5620.40%+1,562
SIXTH STREET SPECIALTY LENDI(TSLX)072,849+72,84901,5550.40%+1,555
FIDUS INVT CORP078,060+78,06001,5210.39%+1,521
TRINITY CAP INC(TRIN)0102,235+102,23501,4460.37%+1,446
GLADSTONE INVT CORP0101,956+101,95601,4250.36%+1,425
KKR & CO INC(KKR)013,536+13,53601,4250.36%+1,425
ACCENTURE PLC IRELAND
SHS CLASS A
04,626+4,62601,4040.36%+1,404
PIMCO ETF TR
INTER MUN BD ACT
026,264+26,26401,3670.35%+1,367
VERIZON COMMUNICATIONS INC(VZ)031,637+31,63701,3050.33%+1,305
SPDR SER TR
ST STR P500ETF
020,290+20,29001,2990.33%+1,299
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,787+7,78701,2790.33%+1,279
ISHARES TR016,158+16,15801,2660.32%+1,266
ALPHABET INC(GOOG)06,555+6,55501,2100.31%+1,210
CARLYLE GROUP INC(CG)029,378+29,37801,1800.30%+1,180
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
051,294+51,29402,0840.53%+2,084
BLACKSTONE INC(BX)09,305+9,30501,1520.29%+1,152
HOME DEPOT INC(HD)03,338+3,33801,1490.29%+1,149
AMAZON COM INC(AMZN)22,07217,984-4,0882,3613,4750.89%+1,115
GRAINGER W W INC(GWW)01,234+1,23401,1130.28%+1,113
MICROCHIP TECHNOLOGY INC.(MCHP)012,047+12,04701,1020.28%+1,102
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
025,617+25,61701,0900.28%+1,090
MASTERCARD INCORPORATED(MA)02,449+2,44901,0800.28%+1,080
WILLIAMS COS INC(WMB)025,128+25,12801,0680.27%+1,068
US BANCORP DEL(USB)026,768+26,76801,0630.27%+1,063
UNION PAC CORP(UNP)04,696+4,69601,0620.27%+1,062
COCA COLA CO(KO)016,139+16,13901,0270.26%+1,027
MEDTRONIC PLC(MDT)012,789+12,78901,0070.26%+1,007
MERCK & CO INC(MRK)08,074+8,07401,0000.25%+1,000
MARSH & MCLENNAN COS INC(MRSH)04,714+4,71409930.25%+993
THERMO FISHER SCIENTIFIC INC(TMO)01,783+1,78309860.25%+986
BROADCOM INC(AVGO)0580+58009310.24%+931
PIMCO ETF TR
ENHNCD LW DUR AC
09,515+9,51509010.23%+901
DISNEY WALT CO(DIS)08,878+8,87808810.22%+881
S&P GLOBAL INC(SPGI)01,922+1,92208570.22%+857
TRUIST FINL CORP(TFC)021,666+21,66608420.21%+842
CHUBB LIMITED
COM
03,186+3,18608130.21%+813
TEXAS PACIFIC LAND CORPORATI(TPL)01,091+1,09108010.20%+801
BERKSHIRE HATHAWAY INC DEL01,955+1,95507950.20%+795
ROSS STORES INC(ROST)05,347+5,34707770.20%+777
KENVUE INC(KVUE)042,503+42,50307730.20%+773
BROADRIDGE FINL SOLUTIONS IN(BR)03,891+3,89107670.20%+767
GSK PLC(GSK)019,558+19,55807530.19%+753
HENRY JACK & ASSOC INC(JKHY)04,511+4,51107490.19%+749
NOVO-NORDISK A S(NVO)05,221+5,22107450.19%+745
TJX COS INC NEW(TJX)06,745+6,74507430.19%+743
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,270+4,27007420.19%+742
WELLS FARGO CO NEW(WFC)012,463+12,46307400.19%+740
PHILIP MORRIS INTL INC(PM)09,291+9,29109410.24%+941
COTERRA ENERGY INC027,400+27,40007310.19%+731
LINDE PLC(LIN)01,645+1,64507220.18%+722
HARTFORD FINL SVCS GROUP INC(HIG)07,148+7,14807190.18%+719
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
011,475+11,47507180.18%+718
NETFLIX INC(NFLX)01,044+1,04407050.18%+705
ASTRAZENECA PLC(AZN)09,028+9,02807040.18%+704
ABBVIE INC(ABBV)04,098+4,09807030.18%+703
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