LEGACY CAPITAL WEALTH MANAGEMENT, LLC

Q4 2024 13F Holdings

  • Location
    the woodlands, TX
  • Num holdings

    102

  • Value ($000)

    $201,429

  • Date Filed
    06/04/2025
  • Form type
    13F-HR
  • CIK
    0002071183
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$14.37M
14 %

24,522

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$14.37M
14 %

24,522

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$10.51M
10 %

49,927

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$10.51M
10 %

49,927

JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$7.38M
7 %

145,500

JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$7.38M
7 %

145,500

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$6.81M
7 %

120,661

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$6.81M
7 %

120,661

CGGO
CGGO

CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI
$4.18M
4 %

142,965

CGGO
CGGO

CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI
$4.18M
4 %

142,965

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