LEGACY CAPITAL WEALTH MANAGEMENT, LLC

data from 31/12/2024

Capitalization

$ 100.715 M 100.00 %

Average holding period

1 ans

Performance

$ 0.000 0.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LEGACY CAPITAL WEALTH MANAGEMENT, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/12/31 SPY SPDR S&P 500 ETF TR 14.27% 14.372 M $ 24522 2024/12/31 0.000 $ 0.00 %
2024/12/31 QQQM INVESCO EXCH TRADED FD TR II 10.43% 10.507 M $ 49927 2024/12/31 0.000 $ 0.00 %
2024/12/31 JAAA JANUS DETROIT STR TR 7.33% 7.378 M $ 145500 2024/12/31 0.000 $ 0.00 %
2024/12/31 COWZ PACER FDS TR 6.77% 6.815 M $ 120661 2024/12/31 0.000 $ 0.00 %
2024/12/31 CAPITAL GROUP GBL GROWTH EQT 4.15% 4.177 M $ 142965 2024/12/31 0.000 $ 0.00 %
2024/12/31 AAPL APPLE INC 3.50% 3.524 M $ 14072 2024/12/31 0.000 $ 0.00 %
2024/12/31 RCL ROYAL CARIBBEAN GROUP 3.00% 3.022 M $ 13100 2024/12/31 0.000 $ 0.00 %
2024/12/31 NVDA NVIDIA CORPORATION 2.48% 2.495 M $ 18578 2024/12/31 0.000 $ 0.00 %
2024/12/31 AMZN AMAZON COM INC 2.38% 2.392 M $ 10903 2024/12/31 0.000 $ 0.00 %
2024/12/31 AVGO BROADCOM INC 2.34% 2.358 M $ 10171 2024/12/31 0.000 $ 0.00 %
2024/12/31 MSFT MICROSOFT CORP 2.17% 2.186 M $ 5186 2024/12/31 0.000 $ 0.00 %
2024/12/31 STRL STERLING INFRASTRUCTURE INC 2.01% 2.029 M $ 12043 2024/12/31 0.000 $ 0.00 %
2024/12/31 META META PLATFORMS INC 1.99% 2.001 M $ 3418 2024/12/31 0.000 $ 0.00 %
2024/12/31 SPGI S&P GLOBAL INC 1.91% 1.920 M $ 3855 2024/12/31 0.000 $ 0.00 %
2024/12/31 ANET ARISTA NETWORKS INC 1.84% 1.856 M $ 16793 2024/12/31 0.000 $ 0.00 %
2024/12/31 GOOG ALPHABET INC 1.84% 1.854 M $ 9734 2024/12/31 0.000 $ 0.00 %
2024/12/31 CRM SALESFORCE INC 1.72% 1.731 M $ 5178 2024/12/31 0.000 $ 0.00 %
2024/12/31 CVX CHEVRON CORP NEW 1.65% 1.666 M $ 11503 2024/12/31 0.000 $ 0.00 %
2024/12/31 EME EMCOR GROUP INC 1.62% 1.629 M $ 3589 2024/12/31 0.000 $ 0.00 %
2024/12/31 TJX TJX COS INC NEW 1.50% 1.511 M $ 12511 2024/12/31 0.000 $ 0.00 %
2024/12/31 COST COSTCO WHSL CORP NEW 1.50% 1.508 M $ 1646 2024/12/31 0.000 $ 0.00 %
2024/12/31 DELL DELL TECHNOLOGIES INC 1.49% 1.500 M $ 13018 2024/12/31 0.000 $ 0.00 %
2024/12/31 PH PARKER-HANNIFIN CORP 1.47% 1.484 M $ 2333 2024/12/31 0.000 $ 0.00 %
2024/12/31 MCK MCKESSON CORP 1.45% 1.465 M $ 2570 2024/12/31 0.000 $ 0.00 %
2024/12/31 WES WESTERN MIDSTREAM PARTNERS L 1.45% 1.462 M $ 38035 2024/12/31 0.000 $ 0.00 %
2024/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.38% 1.395 M $ 3077 2024/12/31 0.000 $ 0.00 %
2024/12/31 TSCO TRACTOR SUPPLY CO 1.36% 1.373 M $ 25881 2024/12/31 0.000 $ 0.00 %
2024/12/31 ORLY OREILLY AUTOMOTIVE INC 1.36% 1.368 M $ 1154 2024/12/31 0.000 $ 0.00 %
2024/12/31 TSLA TESLA INC 1.24% 1.244 M $ 3080 2024/12/31 0.000 $ 0.00 %
2024/12/31 LLY ELI LILLY & CO 1.19% 1.202 M $ 1557 2024/12/31 0.000 $ 0.00 %
2024/12/31 VRTX VERTEX PHARMACEUTICALS INC 1.18% 1.186 M $ 2946 2024/12/31 0.000 $ 0.00 %
2024/12/31 UNH UNITEDHEALTH GROUP INC 1.17% 1.180 M $ 2333 2024/12/31 0.000 $ 0.00 %
2024/12/31 KLAC KLA CORP 1.14% 1.149 M $ 1824 2024/12/31 0.000 $ 0.00 %
2024/12/31 XMMO INVESCO EXCHANGE TRADED FD T 1.08% 1.085 M $ 8786 2024/12/31 0.000 $ 0.00 %
2024/12/31 XOM EXXON MOBIL CORP 0.82% 826.138 K $ 7680 2024/12/31 0.000 $ 0.00 %
2024/12/31 SSO PROSHARES TR 0.73% 730.633 K $ 7898 2024/12/31 0.000 $ 0.00 %
2024/12/31 IBIT ISHARES BITCOIN TRUST ETF 0.70% 702.647 K $ 13245 2024/12/31 0.000 $ 0.00 %
2024/12/31 PLTR PALANTIR TECHNOLOGIES INC 0.59% 589.309 K $ 7792 2024/12/31 0.000 $ 0.00 %
2024/12/31 MSTR MICROSTRATEGY INC 0.55% 552.016 K $ 1906 2024/12/31 0.000 $ 0.00 %
2024/12/31 QLD PROSHARES TR 0.43% 429.056 K $ 3964 2024/12/31 0.000 $ 0.00 %
2024/12/31 VGT VANGUARD WORLD FD 0.41% 415.984 K $ 669 2024/12/31 0.000 $ 0.00 %
2024/12/31 QQQ INVESCO QQQ TR 0.30% 300.092 K $ 587 2024/12/31 0.000 $ 0.00 %
2024/12/31 SPTL SPDR SER TR 0.29% 288.010 K $ 10997 2024/12/31 0.000 $ 0.00 %
2024/12/31 VTI VANGUARD INDEX FDS 0.29% 287.202 K $ 991 2024/12/31 0.000 $ 0.00 %
2024/12/31 HD HOME DEPOT INC 0.28% 285.130 K $ 733 2024/12/31 0.000 $ 0.00 %
2024/12/31 TLT ISHARES TR 0.28% 283.935 K $ 3251 2024/12/31 0.000 $ 0.00 %
2024/12/31 TQQQ PROSHARES TR 0.28% 276.955 K $ 3500 2024/12/31 0.000 $ 0.00 %
2024/12/31 SCHB SCHWAB STRATEGIC TR 0.26% 260.778 K $ 11488 2024/12/31 0.000 $ 0.00 %
2024/12/31 UWM PROSHARES TR 0.22% 223.395 K $ 5338 2024/12/31 0.000 $ 0.00 %
2024/12/31 SLV ISHARES SILVER TR 0.22% 223.041 K $ 8471 2024/12/31 0.000 $ 0.00 %
2024/12/31 ADAP ADAPTIMMUNE THERAPEUTICS PLC 0.01% 14.588 K $ 27080 2024/12/31 0.000 $ 0.00 %