LEGACY CAPITAL WEALTH MANAGEMENT, LLC 13F Holdings

CIK 0002071183 · THE WOODLANDS, TX

As of Dec 31, 2024, LEGACY CAPITAL WEALTH MANAGEMENT, LLC reported 51 positions worth 00.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—24,522 4.4M14.27%
INVESCO NASDAQ 100 ETFQQQM—49,927 0.5M10.43%
JANUS HENDERSON AAA CLO ETFJAAA—145,500$7.4M7.33%
PACER US CASH COWS 100 ETFCOWZ—120,661$6.8M6.77%
CAPITAL GROUP GLOBAL GROWTH EQUITY ETFCGGO—142,965$4.2M4.15%
APPLE INCAAPLTechnology14,072$3.5M3.50%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials13,100$3.0M3.00%
NVIDIA CORPNVDATechnology18,578$2.5M2.48%
AMAZON.COM INCAMZNEquity10,903$2.4M2.38%
BROADCOM INCAVGOTechnology10,171$2.4M2.34%
MICROSOFT CORPMSFTTechnology5,186$2.2M2.17%
STERLING INFRASTRUCTURE INCSTRLIndustrials12,043$2.0M2.01%
META PLATFORMS INCMETACommunication Services3,418$2.0M1.99%
S&P GLOBAL INCSPGIFinancial Services3,855 .9M1.91%
ARISTA NETWORKS INCANETTechnology16,793 .9M1.84%
ALPHABET INCGOOGEquity9,734 .9M1.84%
SALESFORCE INCCRMTechnology5,178 .7M1.72%
CHEVRON CORPCHVEnergy11,503 .7M1.65%
EMCOR GROUP INCEMEIndustrials3,589 .6M1.62%
TJX COMPANIES INCTJXConsumer Cyclical12,511 .5M1.50%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,646 .5M1.50%
DELL TECHNOLOGIES INCDELLTechnology13,018 .5M1.49%
PARKER-HANNIFIN CORPPHIndustrials2,333 .5M1.47%
MCKESSON CORPMCKHealthcare2,570 .5M1.45%
WESTERN MIDSTREAM PARTNERS LPWESEnergy38,035 .5M1.45%