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  Name: Legacy Capital Wealth Partners LLC
  City: LITTLE ROCK
  State: AR
  Zip: 72227
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $140,629,000
  Total Value Change : $-212,297,000
  Securities Held Change : -171
   
All Securities Held : 112
  New Positions : 73
  Closed Positions : 245
  Increased Positions : 20
  Unchanged Positions : 0
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 20     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSA)1 Year Chart         PSA Public Storage Inc 7 - $275.94 $3,992,000 13,836 2.84% 3,764,000 13,088 0.008    REIT - Industrial
   (CVX)1 Year Chart         CVX Chevron Corp 8 - $165.82 $3,506,000 20,731 2.49% 1,701,000 8,631 0.001    Integrated Oil & Gas
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 9 - $62.93 $3,359,000 45,277 2.39% 2,871,000 37,332 0.004    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 10 - $760.00 $3,258,000 8,456 2.32% 2,948,000 7,925 0.001    Drug Manufacturers - ...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 13 - $187.05 $2,992,000 16,902 2.13% 2,290,000 12,786 0.002    Semiconductor- Broad...
   (AMGN)1 Year Chart         AMGN Amgen Inc 17 - $310.15 $2,580,000 10,578 1.83% 1,693,000 7,499 0.002    Biotechnology
   (PLD)1 Year Chart         PLD ProLogis Inc 18 - $107.49 $2,500,000 20,231 1.78% 2,296,000 18,701 0.002    REIT - Industrial
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 19 - $187.48 $2,361,000 22,072 1.68% -24,000 6,376 0    Internet Software & S...
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 24 - $271.43 $2,026,000 8,149 1.44% 1,587,000 6,106 0.007    Specialty Retail, Other
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 25 - $157.58 $2,008,000 16,277 1.43% 1,298,000 11,695 0.004    Domestic Money Center...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 27 - $468.88 $1,916,000 3,971 1.36% 1,246,000 2,494 0.001    Aerospace/Defense - M...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 28 - $164.20 $1,816,000 12,421 1.29% 1,518,000 10,560 0.001    Wireless Communications
   (RTX)1 Year Chart         RTX RTX Corp 37 - $101.02 $1,375,000 13,447 0.98% 1,004,000 9,032 0.001    Conglomerates
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 40 - $198.77 $1,193,000 8,490 0.85% 135,000 2,271 0    Domestic Money Center...
   (MCK)1 Year Chart         MCK McKesson Corp 46 - $531.10 $953,000 2,649 0.68% 691,000 2,083 0.002    Drugs Wholesale
   (COST)1 Year Chart         COST Costco Wholesale Corp 59 - $787.19 $574,000 1,133 0.41% 247,000 637 0    Discount, Variety Stores
   (WM)1 Year Chart         WM Waste Management Inc 61 - $211.49 $553,000 3,349 0.39% 183,000 1,285 0.001    Waste Management
   (PEP)1 Year Chart         PEP Pepsico Inc 73 - $179.79 $445,000 2,399 0.32% 204,000 980 0    Beverage Soft Drinks...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 85 - $179.75 $338,000 2,132 0.24% -10,000 669 0.001    N/A
   (SJM)1 Year Chart         SJM JM Smucker Company 101 - $115.34 $214,000 1,415 0.15% 214,000 1,415 0.005    Processed & Packaged ...

      20 Records Found
  1    
Page 1 of 1
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