Sponsored

The Analysis of LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, LEGACY CAPITAL WEALTH MANAGEMENT, LLC holds 61 types of securities in its portfolio with a total value $171.1M. In the most recent quarter, they have increased their positions in SCIO (+142.1K shares, valued at $2.9M), AEP (+21.9K shares, valued at $2.9M), JPM (+9.6K shares, valued at $2.8M); decreased their positions in JAAA (-31.6K shares, valued at $1.6M), NEM (-12.2K shares, valued at $1.3M), STRL (-2.0K shares, valued at $834.5K); initiated new positions in AEP (+21.9K shares, valued at $2.9M), JPM (+9.6K shares, valued at $2.8M), ATI (+19.3K shares, valued at $2.8M).

1M P&L

+10.4M+5.04%

3M P&L

+18.5M+9.28%

HY P&L

+36.6M+20.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A73.8M

47.1%

2Semiconductors12.1M

7.7%

3Engineering & Construction6.6M

4.2%

Top Industries by Stock Count

1N/A20 stocks

36.4%

2Semiconductors4 stocks

7.3%

3Software - Infrastructure3 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPMO INVESCO EXCH TRADED FD TR II139.3K shares3.87%2026-03-312026-05-07

JAAA JANUS DETROIT STR TR197.2K shares-13.80%2026-03-312026-05-07

SCIO FIRST TR EXCHANGE-TRADED FD461.1K shares44.56%2026-03-312026-05-07

UDEC INNOVATOR ETFS TRUST225.6K shares4.60%2026-03-312026-05-07

NVDA NVIDIA CORPORATION43.2K shares13.68%2026-03-312026-05-07

CGDV CAPITAL GROUP DIVIDEND VALUE169.9K shares2.68%2026-03-312026-05-07

GRNY TIDAL TRUST I208.4K shares4.15%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T7.4K shares-2.03%2026-03-312026-05-07

Sponsored

AAPL APPLE INC18.4K shares33.05%2026-03-312026-05-07

AMZN AMAZON COM INC20.6K shares33.94%2026-03-312026-05-07

MSFT MICROSOFT CORP11.1K shares65.42%2026-03-312026-05-07

ALPHABET INC ALPHABET INC13.9K shares-10.07%2026-03-312026-05-07

CVX CHEVRON CORPORATION17.8K shares6.63%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP13.1K shares0.00%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II15.1K shares-2.70%2026-03-312026-05-07

STRL STERLING INFRASTRUCTURE INC8.7K shares-18.98%2026-03-312026-05-07

Sponsored

KLAC KLA CORP2.4K shares-14.49%2026-03-312026-05-07

TJX TJX COS INC NEW21.2K shares8.03%2026-03-312026-05-07

BROADCOM INC BROADCOM INC10.9K shares2.74%2026-03-312026-05-07

XMMO INVESCO EXCHANGE TRADED FD T22.3K shares28.67%2026-03-312026-05-07

MCK MCKESSON CORP3.7K shares4.00%2026-03-312026-05-07

META META PLATFORMS INC5.5K shares16.82%2026-03-312026-05-07

EME EMCOR GROUP INC4.2K shares-6.99%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC9.1K shares504.97%2026-03-312026-05-07

Sponsored

NEM NEWMONT CORP28.4K shares-30.05%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC24.9K shares7.97%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares12.47%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP3.3K shares-0.30%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC21.9K sharesnew addition2026-03-312026-05-07

ORLY OREILLY AUTOMOTIVE INC31.0K shares15.42%2026-03-312026-05-07

LLY ELI LILLY & CO3.1K shares5.43%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO9.6K sharesnew addition2026-03-312026-05-07

Sponsored

ATI ATI INC19.3K sharesnew addition2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION2.8K shares14.87%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS INC5.8K shares15.98%2026-03-312026-05-07

COWZ PACER FDS TR20.0K shares-0.83%2026-03-312026-05-07

CGGO CAPITAL GROUP GBL GROWTH EQT35.2K shares-0.08%2026-03-312026-05-07

XOM EXXON MOBIL CORP6.9K shares5.41%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC2.8K shares-9.99%2026-03-312026-05-07

TSLA TESLA INC2.5K shares-24.75%2026-03-312026-05-07

Sponsored

SSO PROSHARES TR11.3K shares-9.38%2026-03-312026-05-07

VTI VANGUARD INDEX FDS1.7K shares-5.51%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC3.6K shares0.31%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC2.4K shares-14.93%2026-03-312026-05-07

ALPHABET INC ALPHABET INC1.7K sharesnew addition2026-03-312026-05-07

SLV ISHARES SILVER TR6.8K shares-55.73%2026-03-312026-05-07

SPGI S&P GLOBAL INC1.0K shares-2.51%2026-03-312026-05-07

GLD SPDR GOLD TR996 shares0.00%2026-03-312026-05-07

Sponsored

INVESCO QQQ TR INVESCO QQQ TR739 shares-0.67%2026-03-312026-05-07

VGT VANGUARD WORLD FD608 shares0.00%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR14.7K shares2.63%2026-03-312026-05-07

CSCO CISCO SYS INC4.4K sharesnew addition2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.6K shares2.90%2026-03-312026-05-07

QLD PROSHARES TR5.5K shares-9.96%2026-03-312026-05-07

BKR BAKER HUGHES COMPANY5.4K shares0.00%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON1.3K shares20.29%2026-03-312026-05-07

Sponsored

ORCL ORACLE CORP1.8K shares43.36%2026-03-312026-05-07

ONDS ONDAS INC26.6K sharesnew addition2026-03-312026-05-07

LSGR NATIXIS ETF TRUST II5.7K shares-13.40%2026-03-312026-05-07

WMT WALMART INC1.7K sharesnew addition2026-03-312026-05-07

TMQ TRILOGY METALS INC NEW44.1K shares2.32%2026-03-312026-05-07

SPMO

INVESCO EXCH TRADED FD TR II

3.87%

Shares139.3K

Event2026-03-31

Filed2026-05-07

JAAA

JANUS DETROIT STR TR

-13.80%

Shares197.2K

Event2026-03-31

Filed2026-05-07

SCIO

FIRST TR EXCHANGE-TRADED FD

44.56%

Shares461.1K

Event2026-03-31

Filed2026-05-07

UDEC

INNOVATOR ETFS TRUST

4.60%

Shares225.6K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

13.68%

Shares43.2K

Event2026-03-31

Filed2026-05-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.68%

Shares169.9K

Event2026-03-31

Filed2026-05-07

GRNY

TIDAL TRUST I

4.15%

Shares208.4K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-2.03%

Shares7.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

33.05%

Shares18.4K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

33.94%

Shares20.6K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

65.42%

Shares11.1K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-10.07%

Shares13.9K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

6.63%

Shares17.8K

Event2026-03-31

Filed2026-05-07

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

-2.70%

Shares15.1K

Event2026-03-31

Filed2026-05-07

STRL

STERLING INFRASTRUCTURE INC

-18.98%

Shares8.7K

Event2026-03-31

Filed2026-05-07

KLAC

KLA CORP

-14.49%

Shares2.4K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW

8.03%

Shares21.2K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

2.74%

Shares10.9K

Event2026-03-31

Filed2026-05-07

XMMO

INVESCO EXCHANGE TRADED FD T

28.67%

Shares22.3K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP

4.00%

Shares3.7K

Event2026-03-31

Filed2026-05-07

META

META PLATFORMS INC

16.82%

Shares5.5K

Event2026-03-31

Filed2026-05-07

EME

EMCOR GROUP INC

-6.99%

Shares4.2K

Event2026-03-31

Filed2026-05-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

504.97%

Shares9.1K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP

-30.05%

Shares28.4K

Event2026-03-31

Filed2026-05-07

ARISTA NETWORKS INC

7.97%

Shares24.9K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

12.47%

Shares6.3K

Event2026-03-31

Filed2026-05-07

PARKER-HANNIFIN CORP

-0.30%

Shares3.3K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR CO INC

New

Shares21.9K

Event2026-03-31

Filed2026-05-07

ORLY

OREILLY AUTOMOTIVE INC

15.42%

Shares31.0K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

5.43%

Shares3.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

New

Shares9.6K

Event2026-03-31

Filed2026-05-07

ATI

ATI INC

New

Shares19.3K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

14.87%

Shares2.8K

Event2026-03-31

Filed2026-05-07

VRTX

VERTEX PHARMACEUTICALS INC

15.98%

Shares5.8K

Event2026-03-31

Filed2026-05-07

COWZ

PACER FDS TR

-0.83%

Shares20.0K

Event2026-03-31

Filed2026-05-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.08%

Shares35.2K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

5.41%

Shares6.9K

Event2026-03-31

Filed2026-05-07

MICRON TECHNOLOGY INC

-9.99%

Shares2.8K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

-24.75%

Shares2.5K

Event2026-03-31

Filed2026-05-07

SSO

PROSHARES TR

-9.38%

Shares11.3K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

-5.51%

Shares1.7K

Event2026-03-31

Filed2026-05-07

PLTR

PALANTIR TECHNOLOGIES INC

0.31%

Shares3.6K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC

-14.93%

Shares2.4K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-07

SLV

ISHARES SILVER TR

-55.73%

Shares6.8K

Event2026-03-31

Filed2026-05-07

SPGI

S&P GLOBAL INC

-2.51%

Shares1.0K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

0.00%

Shares996

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-0.67%

Shares739

Event2026-03-31

Filed2026-05-07

VGT

VANGUARD WORLD FD

0.00%

Shares608

Event2026-03-31

Filed2026-05-07

SCHB

SCHWAB STRATEGIC TR

2.63%

Shares14.7K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

2.90%

Shares1.6K

Event2026-03-31

Filed2026-05-07

QLD

PROSHARES TR

-9.96%

Shares5.5K

Event2026-03-31

Filed2026-05-07

BKR

BAKER HUGHES COMPANY

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

20.29%

Shares1.3K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

43.36%

Shares1.8K

Event2026-03-31

Filed2026-05-07

ONDS

ONDAS INC

New

Shares26.6K

Event2026-03-31

Filed2026-05-07

LSGR

NATIXIS ETF TRUST II

-13.40%

Shares5.7K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-07

TMQ

TRILOGY METALS INC NEW

2.32%

Shares44.1K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T1.9K sharesnew addition2026-03-312026-05-07

ISHARES BITCOIN TRUST ETF Call CallISHARES BITCOIN TRUST ETF8.2K sharesnew addition2026-03-312026-05-07

AMAZON COM INC Call CallAMAZON COM INC1.0K sharesnew addition2026-03-312026-05-07

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

New

Shares1.9K

Event2026-03-31

Filed2026-05-07

ISHARES BITCOIN TRUST ETF Call

ISHARES BITCOIN TRUST ETF

New

Shares8.2K

Event2026-03-31

Filed2026-05-07

AMAZON COM INC Call

AMAZON COM INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T1.6K sharesnew addition2026-03-312026-05-07

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.6K

Event2026-03-31

Filed2026-05-07