Legacy Capital Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed June 4, 2025), Legacy Capital Wealth Management, LLC reported 51 stock positions worth $100.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.3% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 10.4%) and Janus Henderson Aaa Clo ETF (JAAA, 7.3%).
- Most Recent 13F
- Q2 2026
- Location
- THE WOODLANDS, TX
- CIK
- 0002071183
- Portfolio Value
- $100.7M (Q4 2024)
- SEC Filing
- 0001214659-25-008822 ↗ filed Jun 4, 2025
Holdings Value
Holdings 51 stocks · $100.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.27% | 24,522 | $14.4M | — |
| QQQM Invesco Nasdaq 100 ETF | 10.43% | 49,927 | $10.5M | — |
| JAAA Janus Henderson Aaa Clo ETF | 7.33% | 145,500 | $7.4M | — |
| COWZ Pacer US Cash Cows 100 ETF | 6.77% | 120,661 | $6.8M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 4.15% | 142,965 | $4.2M | — |
| AAPL Apple Inc. | 3.50% | 14,072 | $3.5M | — |
| RCL Royal Caribbean Cruises Ltd. | 3.00% | 13,100 | $3.0M | — |
| NVDA Nvidia Corp. | 2.48% | 18,578 | $2.5M | — |
| AMZN Amazon.com Inc. | 2.38% | 10,903 | $2.4M | — |
| AVGO Broadcom Inc. | 2.34% | 10,171 | $2.4M | — |
| MSFT Microsoft Corp. | 2.17% | 5,186 | $2.2M | — |
| STRL Sterling Infrastructure Inc. | 2.01% | 12,043 | $2.0M | — |
| META Meta Platforms Inc. Class A | 1.99% | 3,418 | $2.0M | — |
| SPGI S&P Global Inc. | 1.91% | 3,855 | $1.9M | — |
| ANET Arista Networks Inc. | 1.84% | 16,793 | $1.9M | — |
| GOOG Alphabet Inc. Class C | 1.84% | 9,734 | $1.9M | — |
| CRM Salesforce Inc. | 1.72% | 5,178 | $1.7M | — |
| CVX Chevron Corp. | 1.65% | 11,503 | $1.7M | — |
| EME Emcor Group Inc. | 1.62% | 3,589 | $1.6M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.50% | 12,511 | $1.5M | — |
| COST Costco Wholesale Corp. | 1.50% | 1,646 | $1.5M | — |
| DELL Dell Technologies -C | 1.49% | 13,018 | $1.5M | — |
| PH Parker Hannifin Corp. | 1.47% | 2,333 | $1.5M | — |
| MCK McKesson Corp. | 1.45% | 2,570 | $1.5M | — |
| WES Western Midstream Partners L | 1.45% | 38,035 | $1.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 3,077 | $1.4M | — |
| TSCO Tractor Supply Company | 1.36% | 25,881 | $1.4M | — |
| ORLY O'reilly Automotive Inc. | 1.36% | 1,154 | $1.4M | — |
| TSLA Tesla Inc. | 1.24% | 3,080 | $1.2M | — |
| LLY Eli Lilly & Co. | 1.19% | 1,557 | $1.2M | — |
| VRTX Vertex Pharmaceuticals Inc. | 1.18% | 2,946 | $1.2M | — |
| UNH Unitedhealth Group Inc. | 1.17% | 2,333 | $1.2M | — |
| KLAC KLA Corp. | 1.14% | 1,824 | $1.1M | — |
| XMMO Invesco S&P Midcap Momentum | 1.08% | 8,786 | $1.1M | — |
| XOM Exxon Mobil Corp. | 0.82% | 7,680 | $826K | — |
| SSO Proshares Ultra S&P500 | 0.73% | 7,898 | $731K | — |
| IBIT iShares Bitcoin Trust ETF | 0.70% | 13,245 | $703K | — |
| PLTR Palantir Technologies Inc. Class A | 0.59% | 7,792 | $589K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.55% | 1,906 | $552K | — |
| QLD Proshares Ultra QQQ | 0.43% | 3,964 | $429K | — |
| VGT Vanguard Info Tech ETF | 0.41% | 669 | $416K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 587 | $300K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.29% | 10,997 | $288K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 991 | $287K | — |
| HD Home Depot Inc. | 0.28% | 733 | $285K | — |
| TLT iShares 20+ Year Treasury BD | 0.28% | 3,251 | $284K | — |
| TQQQ Proshares Ultrapro QQQ | 0.28% | 3,500 | $277K | — |
| SCHB Schwab US Broad Market ETF | 0.26% | 11,488 | $261K | — |
| UWM Proshares Ultra RUSSELL2000 | 0.22% | 5,338 | $223K | — |
| SLV iShares Silver Trust | 0.22% | 8,471 | $223K | — |
| ADAPY Adaptimmune Therapeutics-ADR | 0.01% | 27,080 | $15K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.