LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationthe woodlands, TX
- Num holdings
102
- Value ($000)
$201,429
- Date Filed06/04/2025
- Form type13F-HR
- CIK0002071183
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.37M | 14 % | 24,522 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.37M | 14 % | 24,522 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $10.51M | 10 % | 49,927 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $10.51M | 10 % | 49,927 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $7.38M | 7 % | 145,500 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $7.38M | 7 % | 145,500 | ||
PACER FDS TR | US CASH COWS 100 | 69374H881 | $6.81M | 7 % | 120,661 | ||
PACER FDS TR | US CASH COWS 100 | 69374H881 | $6.81M | 7 % | 120,661 | ||
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $4.18M | 4 % | 142,965 | ||
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $4.18M | 4 % | 142,965 |
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