Legacy Capital Wealth Partners, LLC Top Holdings and 13F Report (2024) → Who are Nvidia’s Silent Partners? (From Weiss Ratings) (Ad) About Legacy Capital Wealth Partners, LLCInvestment ActivityLegacy Capital Wealth Partners, LLC has $140.63 million in total holdings as of March 31, 2024.Legacy Capital Wealth Partners, LLC owns shares of 112 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 85.42% of the portfolio was purchased this quarter.About 232.79% of the portfolio was sold this quarter.This quarter, Legacy Capital Wealth Partners, LLC has purchased 283 new stocks and bought additional shares in 19 stocks.Legacy Capital Wealth Partners, LLC sold shares of 19 stocks and completely divested from 245 stocks this quarter.Largest Holdings Alerian MLP ETF $6,960,579Southern $6,218,352Duke Energy $4,823,279American Electric Power $4,416,588Advanced Micro Devices $4,302,650 Largest New Holdings this Quarter Alerian MLP ETF $6,960,579 HoldingSouthern $6,218,352 HoldingDuke Energy $4,823,279 HoldingAmerican Electric Power $4,416,588 HoldingAdvanced Micro Devices $4,302,650 Holding Largest Purchases this Quarter Alerian MLP ETF 177,838 shares (about $6.96M)Southern 84,477 shares (about $6.22M)Duke Energy 49,037 shares (about $4.82M)American Electric Power 47,025 shares (about $4.42M)Advanced Micro Devices 48,656 shares (about $4.30M) Largest Sales this Quarter Walmart 151,665 shares (about $23.01M)SPDR S&P 500 ETF Trust 34,015 shares (about $14.02M)Apple 15,335 shares (about $2.53M)Microsoft 6,760 shares (about $1.93M)Dollar General 4,995 shares (about $1.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Capital Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMLPAlerian MLP ETF$6,960,579$6,960,579 ▲New Holding177,8384.9%ETFSOSouthern$6,218,352$6,218,352 ▲New Holding84,4774.4%UtilitiesDUKDuke Energy$4,823,279$4,823,279 ▲New Holding49,0373.4%UtilitiesAEPAmerican Electric Power$4,416,588$4,416,588 ▲New Holding47,0253.1%UtilitiesAMDAdvanced Micro Devices$4,302,650$4,302,650 ▲New Holding48,6563.1%Computer and TechnologyMAAMid-America Apartment Communities$4,153,046$4,153,046 ▲New Holding27,6633.0%FinancePSAPublic Storage$3,991,548$3,775,757 ▲1,749.7%13,8362.8%FinanceCVXChevron$3,506,027$1,459,675 ▲71.3%20,7312.5%Oils/EnergyPYPLPayPal$3,358,648$2,769,288 ▲469.9%45,2772.4%Computer and TechnologyLLYEli Lilly and Company$3,257,589$3,053,027 ▲1,492.5%8,4562.3%MedicalLHXL3Harris Technologies$3,180,356$3,180,356 ▲New Holding15,7422.3%AerospaceTIPiShares TIPS Bond ETF$3,165,999$3,165,999 ▲New Holding28,8502.3%ETFTXNTexas Instruments$2,991,992$2,263,378 ▲310.6%16,9022.1%Computer and TechnologyPPLPPL$2,986,428$2,986,428 ▲New Holding104,0932.1%UtilitiesEDConsolidated Edison$2,827,196$2,827,196 ▲New Holding28,5462.0%UtilitiesADMArcher-Daniels-Midland$2,809,208$2,809,208 ▲New Holding34,8972.0%Consumer StaplesAMGNAmgen$2,579,551$1,828,706 ▲243.6%10,5781.8%MedicalPLDPrologis$2,500,147$2,311,070 ▲1,222.3%20,2311.8%FinanceAMZNAmazon.com$2,360,821$681,977 ▲40.6%22,0721.7%Retail/WholesaleSPGSimon Property Group$2,262,112$2,262,112 ▲New Holding20,4421.6%FinanceRJFRaymond James$2,146,077$2,146,077 ▲New Holding22,4111.5%FinanceGIMTempleton Global Income Fund$2,136,278$2,136,278 ▲New Holding506,2271.5%Financial ServicesFEIFirst Trust MLP and Energy Income Fund$2,064,678$2,064,678 ▲New Holding266,5821.5%Financial ServicesTSCOTractor Supply$2,025,760$1,517,891 ▲298.9%8,1491.4%Retail/WholesalePNCThe PNC Financial Services Group$2,008,256$1,442,929 ▲255.2%16,2771.4%FinancePEAKHealthpeak Properties$1,997,356$1,997,356 ▲New Holding94,5271.4%FinanceLMTLockheed Martin$1,916,206$1,203,480 ▲168.9%3,9711.4%AerospaceTMUST-Mobile US$1,816,199$1,544,084 ▲567.4%12,4211.3%Computer and TechnologyAAgilent Technologies$1,801,331$1,801,331 ▲New Holding13,0061.3%Computer and TechnologyAEEAmeren$1,737,757$1,737,757 ▲New Holding19,3171.2%UtilitiesDDominion Energy$1,714,564$1,714,564 ▲New Holding29,7101.2%UtilitiesCHENIERE ENERGY INC$1,697,527$1,697,527 ▲New Holding11,2861.2%COM NEWPAYCPaycom Software$1,596,522$1,596,522 ▲New Holding5,3121.1%Computer and TechnologyMOSMosaic$1,585,888$1,585,888 ▲New Holding36,0021.1%Basic MaterialsAAPLApple$1,472,308$2,530,581 ▼-63.2%8,9221.0%Computer and TechnologyWSBCWesBanco$1,464,418$1,464,418 ▲New Holding50,9541.0%FinanceRTXRTX$1,374,956$923,522 ▲204.6%13,4471.0%AerospaceEQREquity Residential$1,321,015$1,321,015 ▲New Holding21,5500.9%FinanceCHDNChurchill Downs$1,223,607$1,223,607 ▲New Holding4,7480.9%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,193,185$319,166 ▲36.5%8,4900.8%FinanceFRABlackRock Floating Rate Income Strategies Fund$1,141,737$1,141,737 ▲New Holding96,5120.8%Financial ServicesEVTEaton Vance Tax-Advantaged Dividend Income Fund$1,102,115$1,102,115 ▲New Holding48,2960.8%Financial ServicesFAMFirst Trust/Abrdn Global Opportunity Income Fund$1,074,202$1,074,202 ▲New Holding183,7720.8%Financial ServicesCROXCrocs$1,045,714$1,045,714 ▲New Holding7,1050.7%Consumer DiscretionaryUPSUnited Parcel Service$1,001,623$145,041 ▼-12.6%5,1310.7%TransportationMCKMcKesson$953,269$749,588 ▲368.0%2,6490.7%MedicalHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$915,929$916,959 ▼-50.0%23,1120.7%ManufacturingVTRVentas$875,272$875,272 ▲New Holding19,3730.6%FinanceHPEHewlett Packard Enterprise$777,659$777,659 ▲New Holding53,7800.6%Computer and TechnologyXOMExxon Mobil$738,288$32,251 ▼-4.2%6,3640.5%Oils/EnergyHUMHumana$719,131$719,131 ▲New Holding1,4640.5%MedicalVBFInvesco Bond Fund$677,189$677,189 ▲New Holding43,3540.5%FinanceNDAQNasdaq$673,955$673,955 ▲New Holding11,8300.5%FinanceDNPDNP Select Income Fund$653,643$653,643 ▲New Holding61,8980.5%FinanceWIREEncore Wire$649,618$649,618 ▲New Holding3,9920.5%Industrial ProductsDGDollar General$629,783$1,090,009 ▼-63.4%2,8860.4%Retail/WholesaleMARMarriott International$611,830$611,830 ▲New Holding3,5080.4%Consumer DiscretionaryCSXCSX$611,771$611,771 ▲New Holding19,2260.4%TransportationCOSTCostco Wholesale$573,695$322,545 ▲128.4%1,1330.4%Retail/WholesaleMPCMarathon Petroleum$568,238$568,238 ▲New Holding4,6000.4%Oils/EnergyWMWaste Management$553,087$212,218 ▲62.3%3,3490.4%Business ServicesIBMInternational Business Machines$548,057$548,057 ▲New Holding4,3590.4%Computer and TechnologyMSFTMicrosoft$545,802$1,931,739 ▼-78.0%1,9100.4%Computer and TechnologyPGProcter & Gamble$530,170$115,960 ▼-17.9%3,3970.4%Consumer StaplesMHOM/I Homes$529,343$529,343 ▲New Holding8,1200.4%ConstructionELVElevance Health$526,464$526,464 ▲New Holding1,1680.4%MedicalHIWHighwoods Properties$496,724$496,724 ▲New Holding21,7480.4%FinanceBF.BBrown-Forman$488,155$488,155 ▲New Holding7,6310.3%Consumer StaplesJNJJohnson & Johnson$484,165$784,165 ▼-61.8%2,9760.3%MedicalPGXInvesco Preferred ETF$476,192$476,192 ▲New Holding40,5270.3%ETFLYVLive Nation Entertainment$465,980$465,980 ▲New Holding6,9570.3%Consumer DiscretionaryAPAAPA$451,339$451,339 ▲New Holding12,1230.3%Oils/EnergyPEPPepsiCo$444,799$181,702 ▲69.1%2,3990.3%Consumer StaplesGLDSPDR Gold Shares$444,042$177,617 ▼-28.6%2,4100.3%FinanceTAT&T$439,758$105,111 ▼-19.3%24,1360.3%Computer and TechnologyERIIEnergy Recovery$438,133$438,133 ▲New Holding19,3950.3%Industrial ProductsKNSLKinsale Capital Group$422,762$422,762 ▲New Holding1,2780.3%FinanceHUBBHubbell$413,520$413,520 ▲New Holding1,7930.3%Industrial ProductsFPFFirst Trust Intermediate Duration Preferred & Income Fund$410,696$410,696 ▲New Holding26,9840.3%Financial ServicesAVYAvery Dennison$410,141$410,141 ▲New Holding2,3030.3%Industrial ProductsULTAUlta Beauty$394,117$394,117 ▲New Holding7280.3%Retail/WholesaleWMTWalmart$366,124$23,012,100 ▼-98.4%2,4130.3%Retail/WholesaleDOXAmdocs$349,306$349,306 ▲New Holding3,8030.2%Computer and TechnologyTXRHTexas Roadhouse$340,608$340,608 ▲New Holding3,0970.2%Retail/WholesaleTEAMAtlassian$338,029$106,070 ▲45.7%2,1320.2%Computer and TechnologyBMYBristol-Myers Squibb$333,136$333,136 ▲New Holding4,7260.2%MedicalYUMYum! Brands$327,427$327,427 ▲New Holding2,3670.2%Retail/WholesaleLKQLKQ$325,507$325,507 ▲New Holding5,7510.2%Auto/Tires/TrucksJNKSPDR Bloomberg High Yield Bond ETF$319,518$319,518 ▲New Holding3,4700.2%FinanceCWBSPDR Bloomberg Convertible Securities ETF$314,047$156,957 ▼-33.3%4,7140.2%ETFTITNTitan Machinery$293,055$293,055 ▲New Holding9,5520.2%Retail/WholesaleCSLCarlisle Companies$280,128$112,489 ▼-28.7%1,2800.2%Multi-Sector ConglomeratesHZOMarineMax$279,295$279,295 ▲New Holding10,0070.2%Retail/WholesaleTSLATesla$265,614$386,948 ▼-59.3%1,6090.2%Auto/Tires/TrucksWBAWalgreens Boots Alliance$263,961$263,961 ▲New Holding7,4840.2%Retail/WholesaleNTCTNetScout Systems$262,459$262,459 ▲New Holding9,2840.2%Computer and TechnologyBF.ABrown-Forman$233,849$233,849 ▲New Holding3,6060.2%Consumer StaplesFKUFirst Trust United Kingdom AlphaDEX Fund$232,034$232,034 ▲New Holding6,6600.2%ManufacturingKRKroger$225,272$225,272 ▲New Holding4,7010.2%Retail/WholesaleNEENextEra Energy$216,038$195,343 ▼-47.5%2,7350.2%UtilitiesShowing largest 100 holdings. 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