Fund HoldingsLegacy Capital Wealth Partners, LLC

Total Portfolio Value
$364.41M
Total Bought
$267.79M
Total Sold
$24.73M
Net Transaction
+$243.06M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HUNT J B TRANS SVCS INC(JBHT)0123,654+123,654023,3116.40%+23,311
WALMART INC(WMT)0143,771+143,771022,9936.31%+22,993
VANGUARD INDEX FDS017,681+17,68106,9431.91%+6,943
ISHARES TR015,690+15,69006,7381.85%+6,738
EOG RES INC(EOG)049,911+49,91106,3271.74%+6,327
ISHARES INC0127,320+127,320012,1493.33%+12,149
ISHARES TR0130,540+130,540012,3143.38%+12,314
SPDR S&P 500 ETF TR(SPY)033,890+33,890014,4873.98%+14,487
PIMCO ETF TR
ENHAN SHRT MA AC
048,832+48,83204,8901.34%+4,890
APPLE INC(AAPL)024,121+24,12104,1301.13%+4,130
ISHARES TR
FLTG RATE NT ETF
068,831+68,83103,5030.96%+3,503
MICROSOFT CORP(MSFT)08,860+8,86002,7980.77%+2,798
PIMCO ETF TR
ULTR SH GO AC FD
026,636+26,63602,6820.74%+2,682
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
0118,311+118,31109,2452.54%+9,245
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0250,696+250,696011,5193.16%+11,519
BANK OZK LITTLE ROCK ARK(OZK)065,588+65,58802,4310.67%+2,431
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
042,546+42,54602,2790.63%+2,279
NVIDIA CORPORATION(NVDA)05,070+5,07002,2060.61%+2,206
ISHARES TR
CORE MSCI EAFE
78,408116,053+37,6455,2927,4682.05%+2,176
VANGUARD INDEX FDS041,933+41,93308,7322.40%+8,732
ISHARES TR081,509+81,50902,4570.67%+2,457
CHEVRON CORP NEW(CVX)012,270+12,27002,0690.57%+2,069
VANECK ETF TRUST
CEF MUNI INCOME
0106,676+106,67602,0160.55%+2,016
AMAZON COM INC(AMZN)015,766+15,76602,0040.55%+2,004
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
0102,640+102,64009,2342.53%+9,234
GLOBAL X FDS
GLB X MLP ENRG I
044,962+44,96201,9060.52%+1,906
VANGUARD MUN BD FDS039,431+39,43101,8970.52%+1,897
UNITEDHEALTH GROUP INC(UNH)03,726+3,72601,8790.52%+1,879
ISHARES TR017,070+17,07001,7180.47%+1,718
GOLUB CAP BDC INC(GBDC)0115,648+115,64801,6970.47%+1,697
CAPITAL SOUTHWEST CORP(CSWC)073,977+73,97701,6940.46%+1,694
BLACKSTONE SECD LENDING FD(BXSL)059,254+59,25401,6210.44%+1,621
OAKTREE SPECIALTY LENDING CO(OCSL)079,030+79,03001,5900.44%+1,590
LOWES COS INC(LOW)07,549+7,54901,5690.43%+1,569
ARES CAPITAL CORP(ARCC)079,983+79,98301,5570.43%+1,557
HERCULES CAPITAL INC(HCXY)092,519+92,51901,5190.42%+1,519
BLUE OWL CAPITAL CORPORATION(OBDC)0105,125+105,12501,4560.40%+1,456
CENCORA INC07,924+7,92401,4260.39%+1,426
MAIN STR CAP CORP(MAIN)034,388+34,38801,3970.38%+1,397
SIXTH STREET SPECIALTY LENDI(TSLX)067,199+67,19901,3740.38%+1,374
ISHARES TR040,359+40,35901,3710.38%+1,371
FIDUS INVT CORP071,270+71,27001,3680.38%+1,368
MEDTRONIC PLC(MDT)016,697+16,69701,3080.36%+1,308
PENNANTPARK INVT CORP0207,519+207,51901,3650.37%+1,365
JOHNSON & JOHNSON(JNJ)08,323+8,32301,2960.36%+1,296
SYMBOTIC INC(SYM)038,000+38,00001,2700.35%+1,270
UNITED PARCEL SERVICE INC(UPS)07,966+7,96601,2420.34%+1,242
GLADSTONE INVT CORP097,444+97,44401,2410.34%+1,241
PIMCO ETF TR
INTER MUN BD ACT
024,664+24,66401,2350.34%+1,235
GLADSTONE CAPITAL CORP0127,164+127,16401,2260.34%+1,226
ACCENTURE PLC IRELAND
SHS CLASS A
03,988+3,98801,2250.34%+1,225
MASTERCARD INCORPORATED(MA)03,040+3,04001,2040.33%+1,204
TRIPLEPOINT VENTURE GROWTH B0114,860+114,86001,2010.33%+1,201
LISTED FD TR
CORE ALT FD
041,470+41,47001,1450.31%+1,145
JANUS DETROIT STR TR
HENDRSON AAA CL
022,240+22,24001,1190.31%+1,119
ISHARES TR011,590+11,59001,0900.30%+1,090
WILLIAMS COS INC(WMB)031,684+31,68401,0670.29%+1,067
MONDELEZ INTL INC(MDLZ)015,331+15,33101,0640.29%+1,064
SPDR SER TR
ST STR P500ETF
020,850+20,85001,0480.29%+1,048
SPDR SER TR
ST STR RATE ETF
033,930+33,93001,0420.29%+1,042
WORLD GOLD TR(GLDM)027,829+27,82901,0200.28%+1,020
VISA INC(V)05,382+5,38201,2380.34%+1,238
TESLA INC(TSLA)03,887+3,88709920.27%+992
SPDR SER TR
ST STR PR SP1500
018,703+18,70309820.27%+982
COCA COLA CO(KO)017,479+17,47909780.27%+978
ISHARES TR013,779+13,77909500.26%+950
APOLLO GLOBAL MGMT INC(APO)34,29239,919+5,6272,6343,5830.98%+949
META PLATFORMS INC(META)03,092+3,09209280.25%+928
US BANCORP DEL(USB)027,846+27,84609210.25%+921
PIONEER NAT RES CO04,000+4,00009180.25%+918
SPDR SER TR
ST STR BLO 1 ETF
09,784+9,78408980.25%+898
PIMCO ETF TR
ENHNCD LW DUR AC
09,480+9,48008890.24%+889
ROSS STORES INC(ROST)07,825+7,82508840.24%+884
GRAINGER W W INC(GWW)01,246+1,24608620.24%+862
MARSH & MCLENNAN COS INC(MRSH)04,516+4,51608590.24%+859
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
06,032+6,03208550.23%+855
JPMORGAN CHASE & CO(JPM)05,879+5,87908530.23%+853
THERMO FISHER SCIENTIFIC INC(TMO)01,667+1,66708440.23%+844
AMGEN INC(AMGN)03,113+3,11308370.23%+837
DISNEY WALT CO(DIS)010,118+10,11808200.23%+820
SPDR SER TR
ST STR R1K LOWV
06,058+6,05808090.22%+809
MICROCHIP TECHNOLOGY INC.(MCHP)010,341+10,34108070.22%+807
TEXAS INSTRS INC(TXN)05,010+5,01007970.22%+797
DOLLAR GEN CORP NEW(DG)07,365+7,36507790.21%+779
SYSCO CORP(SYY)011,750+11,75007760.21%+776
INVESCO EXCH TRADED FD TR II035,000+35,00007760.21%+776
MERCK & CO INC(MRK)07,482+7,48207700.21%+770
PHILIP MORRIS INTL INC(PM)08,269+8,26907660.21%+766
NIKE INC(NKE)07,898+7,89807550.21%+755
VERIZON COMMUNICATIONS INC(VZ)023,275+23,27507540.21%+754
CISCO SYS INC(CSCO)013,987+13,98707520.21%+752
COTERRA ENERGY INC027,286+27,28607380.20%+738
LINDE PLC(LIN)01,963+1,96307310.20%+731
UNION PAC CORP(UNP)03,561+3,56107250.20%+725
S&P GLOBAL INC(SPGI)01,982+1,98207240.20%+724
HOME DEPOT INC(HD)02,375+2,37507180.20%+718
BERKSHIRE HATHAWAY INC DEL02,042+2,04207150.20%+715
EXXON MOBIL CORP05,980+5,98007030.19%+703
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
30,05359,751+29,6987261,4280.39%+702
CVS HEALTH CORP(CVS)010,037+10,03707010.19%+701
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