News + Filings Holdings
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Legacy Capital Wealth Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Walmart Inc.
| WMT | Common | 0 | -115,347 | 0 | -17,007,893,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
HUNT J B TRANSPORT SERVICES INC
| JBHT | Common | 0 | -69,873 | 0 | -12,259,917,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IVV | Common | 0 | -15,350 | 0 | -6,310,237,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 0 | -15,644 | 0 | -5,883,294,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
EOG RESOURCES INC
| EOG | Common | 0 | -49,495 | 0 | -5,673,612,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 0 | -20,447 | 0 | -3,371,724,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
PIMCO ETF Trust
| MINT | Common | 0 | -26,209 | 0 | -2,601,243,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Floto Paul Johnstone
| FLOT | ETF | 0 | -46,651 | 0 | -2,350,744,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
MICROSOFT CORP
| MSFT | Common | 0 | -7,904 | 0 | -2,278,696,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 0 | -41,420 | 0 | -2,261,532,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
VanEck ETF Trust
| XMPT | Common | 0 | -101,132 | 0 | -2,194,573,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Global X Funds
| MLPX | Common | 0 | -45,225 | 0 | -1,806,733,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 0 | -10,226 | 0 | -1,668,533,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
UNITEDHEALTH GROUP INC
| UNH | Common | 0 | -3,438 | 0 | -1,624,684,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD MUN BD FD INC
| VTEB | Common | 0 | -30,676 | 0 | -1,554,046,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BIL | Common | 0 | -16,810 | 0 | -1,543,528,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 0 | -5,380 | 0 | -1,494,500,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
GOLUB CAPITAL BDC, Inc.
| GBDC | COM | 0 | -105,688 | 0 | -1,433,131,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
UNITED PARCEL SERVICE INC
| UPS | Common | 0 | -7,365 | 0 | -1,428,664,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
LOWES COMPANIES INC
| LOW | Common | 0 | -6,990 | 0 | -1,397,749,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Blackstone Secured Lending Fund
| BXSL | COM | 0 | -55,386 | 0 | -1,380,767,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Oaktree Specialty Lending Corp
| OCSL | Common | 0 | -71,217 | 0 | -1,336,743,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
ARES CAPITAL CORP
| ARCC | Common | 0 | -73,092 | 0 | -1,335,757,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 0 | -12,760 | 0 | -1,317,980,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
EQUISHARES CORPORATION
| AOK | Common | 0 | -36,750 | 0 | -1,284,780,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
MAIN STREET RESTAURANT GROUP, INC.
| MAIN | CMN | 0 | -32,204 | 0 | -1,270,773,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
AMERISOURCEBERGEN CORP
| ABC | Common | 0 | -7,864 | 0 | -1,259,085,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIDUS INVESTMENT Corp
| FDUS | Common | 0 | -65,743 | 0 | -1,253,713,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 0 | -8,049 | 0 | -1,247,557,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Owl Rock Capital Corp
| ORCC | Common | 0 | -98,673 | 0 | -1,244,268,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Medtronic plc
| MDT | COM | 0 | -15,266 | 0 | -1,230,745,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Janus Detroit Street Trust
| JAAA | Mutual Fund | 0 | -24,540 | 0 | -1,214,952,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
CAPITAL SOUTHWEST CORP
| CSWC | Common | 0 | -67,130 | 0 | -1,193,572,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
PIMCO ETF Trust
| MUNI | Common | 0 | -22,600 | 0 | -1,181,076,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
TriplePoint Venture Growth BDC Corp.
| TPVG | COM | 0 | -96,923 | 0 | -1,170,831,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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