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Home > Institutional Investor > Legacy Capital Wealth Partners, Llc > Profile

Instuitional Investor - Legacy Capital Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Capital Wealth Partners, Llc
Portfolio Value $465,899,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 522,881 $58,254,195 12.5%
2.
Hunt J B Transport Services Inc
 JBHT 119,383 $23,200,892 4.98%
3.
Tesla Inc.
 TSLA 24,579 $11,053,668 2.37%
4.
First Tr Exchange Traded Fd
 150,627 $9,929,629 2.13%
5.
Spdr S & P 500 Etf Trust
 SPY 65,862 $9,795,911 2.1%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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