13F-HR filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
LEGACY CAPITAL WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-06-04, with 51 holding rows worth $100,714,684.
- Accession
- 0001214659-25-008822
- Filer
- CIK 2071183
- Filed
- 2025-06-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 51 entries on the cover page, a total value of $100,714,684 stated on the cover page (in dollars after the unit check, H1), rows summing to $100,714,684 with VALUE read as dollars as filed, 13F file number 028-25631. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 24,522 | $14,371,854 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 49,927 | $10,507,137 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 145,500 | $7,378,305 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 120,661 | $6,814,933 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 142,965 | $4,177,437 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,072 | $3,523,884 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 13,100 | $3,022,039 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 18,578 | $2,494,840 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10,903 | $2,392,009 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10,171 | $2,358,045 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,186 | $2,185,774 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 12,043 | $2,028,643 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,418 | $2,001,280 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 3,855 | $1,919,906 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 16,793 | $1,856,130 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,734 | $1,853,743 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 5,178 | $1,731,161 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 11,503 | $1,666,125 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 3,589 | $1,629,047 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 12,511 | $1,511,454 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,646 | $1,508,191 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 13,018 | $1,500,194 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 2,333 | $1,483,858 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 2,570 | $1,464,669 | dollars as filed | |
| WESTERN MIDSTREAM PARTNERS L | 958669103 | COM UNIT LP INT | 38,035 | $1,461,685 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,077 | $1,394,743 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 25,881 | $1,373,246 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 1,154 | $1,368,413 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,080 | $1,243,827 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,557 | $1,202,004 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 2,946 | $1,186,354 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,333 | $1,180,171 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,824 | $1,149,339 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 8,786 | $1,085,335 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,680 | $826,138 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 7,898 | $730,633 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 13,245 | $702,647 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 7,792 | $589,309 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 1,906 | $552,016 | dollars as filed | |
| PROSHARES TR | 74347R206 | PSHS ULTRA QQQ | 3,964 | $429,056 | dollars as filed | |
| VGT | 92204A702 | SHS | 669 | $415,984 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 587 | $300,092 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 10,997 | $288,010 | dollars as filed | |
| VTI | 922908769 | COM | 991 | $287,202 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 733 | $285,130 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 3,251 | $283,935 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 3,500 | $276,955 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 11,488 | $260,778 | dollars as filed | |
| PROSHARES TR | 74347R842 | PSHS ULTRUSS2000 | 5,338 | $223,395 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 8,471 | $223,041 | dollars as filed | |
| ADAPTIMMUNE THERAPEUTICS PLC | 00653A107 | SPONDS ADR | 27,080 | $14,588 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-008822 | this filing | 2025-06-04 | acceptance time not in the bulk data set |