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LCWM
Legacy Capital Wealth Management Portfolio holdings
AUM
$218M
This Fund
S&P 500
This Quarter
Est. Return
+5.87%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
99.94%
Top 10 Holdings %
Top 10 Hldgs %
56.64%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$14.4M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$10.4M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
+$7.39M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$7.07M |
| 5 |
Capital Group Global Growth Equity ETF
CGGO
|
+$4.29M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.81% |
| 2 | Consumer Discretionary | 11.12% |
| 3 | Industrials | 5.11% |
| 4 | Healthcare | 5.01% |
| 5 | Energy | 3.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.39M | 1.38% |
+3,077
| New | +$1.42M |
|
27
Tractor Supply
TSCO
$18.4B
| $1.37M | 1.36% |
+25,881
| New | +$1.46M |
|
28
O'Reilly Automotive
ORLY
$73.1B
| $1.37M | 1.36% |
+17,310
| New | +$1.4M |
|
29
Tesla
TSLA
$1.38T
| $1.24M | 1.24% |
+3,080
| New | +$991K |
|
30
Eli Lilly
LLY
$1.1T
| $1.2M | 1.19% |
+1,557
| New | +$1.29M |
|
31
Vertex Pharmaceuticals
VRTX
$140B
| $1.19M | 1.18% |
+2,946
| New | +$1.37M |
|
32
UnitedHealth
UNH
$356B
| $1.18M | 1.17% |
+2,333
| New | +$1.33M |
|
33
KLA
KLAC
$240B
| $1.15M | 1.14% |
+18,240
| New | +$1.23M |
|
34
Invesco S&P MidCap Momentum ETF
XMMO
$7.34B
| $1.09M | 1.08% |
+8,786
| New | +$1.11M |
|
35
ExxonMobil
XOM
$661B
| $826K | 0.82% |
+7,680
| New | +$898K |
|
36
ProShares Ultra S&P500
SSO
$8.41B
| $731K | 0.73% |
+15,796
| New | +$744K |
|
37
iShares Bitcoin Trust
IBIT
$59.6B
| $703K | 0.7% |
+13,245
| New | +$625K |
|
38
Palantir
PLTR
$415B
| $589K | 0.59% |
+7,792
| New | +$454K |
|
39
Strategy Inc
MSTR
$50.4B
| $552K | 0.55% |
+1,906
| New | +$574K |
|
40
ProShares Ultra QQQ
QLD
$13.8B
| $429K | 0.43% |
+7,928
| New | +$424K |
|
41
Vanguard Information Technology ETF
VGT
$144B
| $416K | 0.41% |
+5,352
| New | +$411K |
|
42
Invesco QQQ Trust
QQQ
$486B
| $300K | 0.3% |
+587
| New | +$297K |
|
43
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
| $288K | 0.29% |
+10,997
| New | +$301K |
|
44
Vanguard Morningstar Total Stock Market ETF
VTI
$685B
| $287K | 0.29% |
+991
| New | +$289K |
|
45
Home Depot
HD
$337B
| $285K | 0.28% |
+733
| New | +$299K |
|
46
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
| $284K | 0.28% |
+3,251
| New | +$299K |
|
47
ProShares UltraPro QQQ
TQQQ
$35.4B
| $277K | 0.28% |
+7,000
| New | +$276K |
|
48
Schwab US Broad Market ETF
SCHB
$44.6B
| $261K | 0.26% |
+11,488
| New | +$262K |
|
49
ProShares Ultra Russell2000
UWM
$254M
| $223K | 0.22% |
+5,338
| New | +$241K |
|
50
iShares Silver Trust
SLV
$33.5B
| $223K | 0.22% |
+8,471
| New | +$242K |
|
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Legacy Capital Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Legacy Capital Wealth Management, which disclosed 51 positions worth $101M. Its ten largest holdings account for 57% of the portfolio.
Its largest position is State Street SPDR S&P 500 ETF Trust: 24,522 shares worth $14.4M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Consumer Discretionary and Industrials.
- Legacy Capital Wealth Management's largest Q4 2024 buy was State Street SPDR S&P 500 ETF Trust: 24,522 shares worth $14.4M.
- Legacy Capital Wealth Management's ten largest holdings make up 57% of its $101M portfolio in Q4 2024.
- Legacy Capital Wealth Management disclosed 51 positions in Q4 2024, its first 13F filing on record.
Based on Legacy Capital Wealth Management's 13F filing for Q4 2024, filed 4 Jun 2025.