The Analysis of LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Holdings
Currently, LEGACY CAPITAL WEALTH MANAGEMENT, LLC holds 65 types of securities in its portfolio with a total value $165.1M. In the most recent quarter, they have increased their positions in SPMO (+134.1K shares, valued at $16.0M), UDEC (+215.6K shares, valued at $8.5M), CGDV (+165.4K shares, valued at $7.2M); decreased their positions in SPY (-16.9K shares, valued at $11.5M), QQQM (-34.4K shares, valued at $8.7M), COWZ (-100.5K shares, valued at $6.0M); initiated new positions in SPMO (+134.1K shares, valued at $16.0M), UDEC (+215.6K shares, valued at $8.5M), CGDV (+165.4K shares, valued at $7.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPMO INVESCO EXCH TRADED FD TR II134.1K sharesnew addition2025-12-312026-02-11
JAAA JANUS DETROIT STR TR228.8K shares57.26%2025-12-312026-02-11 UDEC INNOVATOR ETFS TRUST215.6K sharesnew addition2025-12-312026-02-11 CGDV CAPITAL GROUP DIVIDEND VALUE165.4K sharesnew addition2025-12-312026-02-11 NVDA NVIDIA CORPORATION38.0K shares104.60%2025-12-312026-02-11 SCIO FIRST TR EXCHANGE-TRADED FD319.0K sharesnew addition2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR7.6K shares-69.10%2025-12-312026-02-11 GRNY TIDAL TRUST I200.1K sharesnew addition2025-12-312026-02-11 ALPHABET INC ALPHABET INC15.5K shares59.01%2025-12-312026-02-11 NEM NEWMONT CORP40.7K sharesnew addition2025-12-312026-02-11 QQQM INVESCO EXCH TRADED FD TR II15.5K shares-68.86%2025-12-312026-02-11 AAPL APPLE INC13.8K shares-1.58%2025-12-312026-02-11 BROADCOM INC BROADCOM INC10.6K shares4.34%2025-12-312026-02-11 AMZN AMAZON COM INC15.4K shares40.99%2025-12-312026-02-11 RCL ROYAL CARIBBEAN GROUP13.1K shares0.00%2025-12-312026-02-11 KLAC KLA CORP2.8K shares52.08%2025-12-312026-02-11 STRL STERLING INFRASTRUCTURE INC10.8K shares-10.35%2025-12-312026-02-11 MSFT MICROSOFT CORP6.7K shares29.54%2025-12-312026-02-11 LLY ELI LILLY & CO2.9K shares89.08%2025-12-312026-02-11 META META PLATFORMS INC4.7K shares37.60%2025-12-312026-02-11 TJX TJX COS INC NEW19.6K shares57.03%2025-12-312026-02-11 MCK MCKESSON CORP3.6K shares38.21%2025-12-312026-02-11 PH PARKER-HANNIFIN CORP3.3K shares40.72%2025-12-312026-02-11 EME EMCOR GROUP INC4.5K shares25.16%2025-12-312026-02-11 IBIT ISHARES BITCOIN TRUST ETF53.9K shares307.17%2025-12-312026-02-11 CVX CHEVRON CORP NEW16.7K shares44.79%2025-12-312026-02-11 ORLY OREILLY AUTOMOTIVE INC26.8K shares2225.04%2025-12-312026-02-11 DELL DELL TECHNOLOGIES INC19.1K shares47.01%2025-12-312026-02-11 XMMO INVESCO EXCHANGE TRADED FD T17.3K shares97.28%2025-12-312026-02-11 VRTX VERTEX PHARMACEUTICALS INC5.0K shares71.18%2025-12-312026-02-11 CRM SALESFORCE INC8.1K shares56.91%2025-12-312026-02-11 COST COSTCO WHSL CORP NEW2.4K shares48.72%2025-12-312026-02-11 TSCO TRACTOR SUPPLY CO42.2K shares62.88%2025-12-312026-02-11 TSLA TESLA INC3.3K shares7.95%2025-12-312026-02-11 CGGO CAPITAL GROUP GBL GROWTH EQT35.3K shares-75.34%2025-12-312026-02-11 COWZ PACER FDS TR20.1K shares-83.31%2025-12-312026-02-11 SLV ISHARES SILVER TR15.4K shares82.35%2025-12-312026-02-11 MU MICRON TECHNOLOGY INC3.1K sharesnew addition2025-12-312026-02-11 XOM EXXON MOBIL CORP6.5K shares-15.00%2025-12-312026-02-11 SSO PROSHARES TR12.4K shares57.60%2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES INC3.6K shares-54.31%2025-12-312026-02-11 VTI VANGUARD INDEX FDS1.8K shares85.07%2025-12-312026-02-11 AMD ADVANCED MICRO DEVICES INC2.9K sharesnew addition2025-12-312026-02-11 SPGI S&P GLOBAL INC1.1K shares-72.09%2025-12-312026-02-11 VGT VANGUARD WORLD FD608 shares-9.12%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K sharesnew addition2025-12-312026-02-11 QLD PROSHARES TR6.1K shares52.95%2025-12-312026-02-11 GLD SPDR GOLD TR996 sharesnew addition2025-12-312026-02-11 SCHB SCHWAB STRATEGIC TR14.3K shares24.83%2025-12-312026-02-11 VIG VANGUARD SPECIALIZED FUNDS1.5K sharesnew addition2025-12-312026-02-11 AXSM AXSOME THERAPEUTICS INC1.8K sharesnew addition2025-12-312026-02-11 LSGR NATIXIS ETF TRUST II6.5K sharesnew addition2025-12-312026-02-11 FBTC FIDELITY WISE ORIGIN BITCOIN3.6K sharesnew addition2025-12-312026-02-11 ORCL ORACLE CORP1.3K sharesnew addition2025-12-312026-02-11 BKR BAKER HUGHES COMPANY5.4K sharesnew addition2025-12-312026-02-11 DDIV FIRST TR EXCHANGE TRADED FD5.5K sharesnew addition2025-12-312026-02-11 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-12-312026-02-11 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-11 ARTY ISHARES TR4.3K sharesnew addition2025-12-312026-02-11 TMQ TRILOGY METALS INC NEW43.1K sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available