HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FIRST TR EXCHANGE TRADED FD (RDVY) |
192,609 | -125,950 | $9,072 |
| RDVY | 192,609 | -125,950 | $9,072 |
| SPDR S&P 500 ETF TR (SPY) |
20,000 | -9,320 | $8,866 |
| SPY | 20,000 | -9,320 | $8,866 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
199,338 | -102,329 | $7,991 |
| FVD | 199,338 | -102,329 | $7,991 |
| INVESCO EXCHANGE TRADED FD T (PKW) |
81,008 | -51,933 | $7,246 |
| PKW | 81,008 | -51,933 | $7,246 |
| ISHARES TR (IJR) |
67,035 | -7,368 | $6,680 |
| IJR | 67,035 | -7,368 | $6,680 |
| INVESCO EXCH TRADED FD TR II (RWL) |
82,861 | -53,954 | $6,629 |
| RWL | 82,861 | -53,954 | $6,629 |
| VANGUARD INDEX FDS (VO) |
29,807 | -15,176 | $6,562 |
| VO | 29,807 | -15,176 | $6,562 |
| ISHARES INC (ACWV) |
64,877 | -47,932 | $6,361 |
| ACWV | 64,877 | -47,932 | $6,361 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
75,539 | +75,539 | $5,671 |
| FTCS | 75,539 | +75,539 | $5,671 |
| ISHARES TR (IEFA) |
78,408 | +32,065 | $5,292 |
| IEFA | 78,408 | +32,065 | $5,292 |
| ISHARES TR (IWF) |
13,552 | -23,328 | $3,729 |
| IWF | 13,552 | -23,328 | $3,729 |
| VANGUARD INDEX FDS (VTV) |
24,810 | -45,219 | $3,525 |
| VTV | 24,810 | -45,219 | $3,525 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
74,334 | -59,524 | $3,283 |
| FIXD | 74,334 | -59,524 | $3,283 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
50,732 | -84,091 | $3,014 |
| FTSM | 50,732 | -84,091 | $3,014 |
| ISHARES TR (IEUR) |
53,675 | -88,287 | $2,825 |
| IEUR | 53,675 | -88,287 | $2,825 |
| CARLYLE GROUP INC |
82,461 | +82,461 | $2,635 |
| CG | 82,461 | +82,461 | $2,635 |
| APOLLO GLOBAL MGMT INC |
34,292 | +27,177 | $2,634 |
| APO | 34,292 | +27,177 | $2,634 |
| BLACKSTONE INC |
27,885 | +27,885 | $2,593 |
| BX | 27,885 | +27,885 | $2,593 |
| KKR & CO INC |
44,367 | +44,367 | $2,485 |
| KKR | 44,367 | +44,367 | $2,485 |
| INVESCO QQQ TR |
5,565 | -14,578 | $2,056 |
| QQQ | 5,565 | -14,578 | $2,056 |
| SELECT SECTOR SPDR TR (XLE) |
23,640 | -40,100 | $1,919 |
| XLE | 23,640 | -40,100 | $1,919 |
| FIRST TR EXCHANGE TRADED FD (LMBS) |
39,833 | -34,498 | $1,899 |
| LMBS | 39,833 | -34,498 | $1,899 |
| ISHARES TR (IDEV) |
30,839 | -45,004 | $1,885 |
| IDEV | 30,839 | -45,004 | $1,885 |
| SPDR SER TR (CWB) |
26,630 | -34,125 | $1,863 |
| CWB | 26,630 | -34,125 | $1,863 |
| SELECT SECTOR SPDR TR (XLI) |
16,947 | -20,874 | $1,819 |
| XLI | 16,947 | -20,874 | $1,819 |
| ISHARES TR (IYC) |
22,514 | -26,611 | $1,602 |
| IYC | 22,514 | -26,611 | $1,602 |
| SELECT SECTOR SPDR TR (XLV) |
11,707 | -12,157 | $1,554 |
| XLV | 11,707 | -12,157 | $1,554 |
| FIRST TR EXCHANGE TRADED FD (FTSL) |
31,888 | -1,606 | $1,445 |
| FTSL | 31,888 | -1,606 | $1,445 |
| FIRST TR EXCHANGE TRADED FD (HYLS) |
33,029 | +1,153 | $1,309 |
| HYLS | 33,029 | +1,153 | $1,309 |
| ISHARES INC (EWJ) |
19,385 | -31,891 | $1,200 |
| EWJ | 19,385 | -31,891 | $1,200 |
| SPDR SER TR (KBE) |
32,085 | -52,554 | $1,155 |
| KBE | 32,085 | -52,554 | $1,155 |
| ISHARES TR (IGV) |
3,034 | -4,617 | $1,049 |
| IGV | 3,034 | -4,617 | $1,049 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
30,053 | -10,699 | $726 |
| UCON | 30,053 | -10,699 | $726 |
| FIRST TR EXCH TRADED FD III (FTLS) |
8,336 | +8,336 | $440 |
| FTLS | 8,336 | +8,336 | $440 |
| ISHARES TR (PFF) |
11,518 | -64,486 | $356 |
| PFF | 11,518 | -64,486 | $356 |
| MCKESSON CORP |
716 | +716 | $306 |
| MCK | 716 | +716 | $306 |
| AON PLC |
879 | -367 | $303 |
| AON | 879 | -367 | $303 |
| VISA INC |
951 | -3,446 | $226 |
| V | 951 | -3,446 | $226 |
| PENNANTPARK INVT CORP |
10,986 | -172,259 | $65 |
| PNNT | 10,986 | -172,259 | $65 |
See Full List: All Stocks Held By Legacy Capital Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Legacy Capital Wealth Partners LLC
|
Size ($ in 1000's)
At 06/30/2023: $120,326 At 03/31/2023: $366,347 Legacy Capital Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Legacy Capital Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |
