LEGACY CAPITAL WEALTH MANAGEMENT, LLC
66 holdingsFiling period: 2026-03-31Current AUM: $195.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | 139.3K | $15.6M | $20.0M | 10.26% | +5.2K | 2026-03-31 |
| 2 | JAAA | JANUS DETROIT STR TR | 197.2K | $9.9M | $10.0M | 5.10% | -31,577 | 2026-03-31 |
| 3 | SCIO | FIRST TR EXCHANGE-TRADED FD | 461.1K | $9.5M | $9.4M | 4.84% | +142.1K | 2026-03-31 |
| 4 | UDEC | INNOVATOR ETFS TRUST | 225.6K | $8.8M | $9.5M | 4.86% | +9.9K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 43.2K | $7.5M | $8.7M | 4.44% | +5.2K | 2026-03-31 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 169.9K | $7.2M | $8.4M | 4.31% | +4.4K | 2026-03-31 |
| 7 | GRNY | TIDAL TRUST I | 208.4K | $5.0M | $5.6M | 2.88% | +8.3K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7.4K | $4.8M | $5.5M | 2.84% | -154 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 18.4K | $4.7M | $5.7M | 2.92% | +4.6K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 20.6K | $4.3M | $5.6M | 2.86% | +5.2K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 11.1K | $4.1M | $5.2M | 2.64% | +4.4K | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 13.9K | $4.0M | $5.0M | 2.54% | -1,559 | 2026-03-31 |
| 13 | CVX | CHEVRON CORPORATION | 17.8K | $3.7M | $3.5M | 1.79% | +1.1K | 2026-03-31 |
| 14 | — | ROYAL CARIBBEAN GROUP | 13.1K | $3.6M | $3.6M | 1.85% | -- | 2026-03-31 |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | 15.1K | $3.6M | $4.3M | 2.19% | -419 | 2026-03-31 |
| 16 | STRL | STERLING INFRASTRUCTURE INC | 8.7K | $3.6M | $5.2M | 2.67% | -2,049 | 2026-03-31 |
| 17 | KLAC | KLA CORP | 2.4K | $3.5M | $433K | 0.22% | -402 | 2026-03-31 |
| 18 | TJX | TJX COS INC NEW | 21.2K | $3.4M | $3.3M | 1.71% | +1.6K | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 10.9K | $3.4M | $4.2M | 2.17% | +291 | 2026-03-31 |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | 22.3K | $3.2M | $3.4M | 1.76% | +5.0K | 2026-03-31 |
| 21 | MCK | MCKESSON CORP | 3.7K | $3.2M | $3.2M | 1.62% | +142 | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 5.5K | $3.1M | $3.1M | 1.57% | +791 | 2026-03-31 |
| 23 | EME | EMCOR GROUP INC | 4.2K | $3.1M | $3.3M | 1.71% | -314 | 2026-03-31 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.1K | $3.1M | $3.7M | 1.89% | +7.6K | 2026-03-31 |
| 25 | NEM | NEWMONT CORP | 28.4K | $3.1M | $2.7M | 1.37% | -12,222 | 2026-03-31 |
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