LEGACY CAPITAL WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NNN | 6K | $264.91K |
 | AVGO | 6K | $1.98M |
 | JPM | 6K | $1.88M |
 | HIG | 6K | $793.30K |
 | NEE | 6K | $443.71K |
 | ANET | 6K | $850.66K |
 | UPS | 6K | $486.55K |
 | JNJ | 6K | $1.08M |
 | MDLZ | 6K | $361.43K |
 | SHEL | 6K | $411.92K |
 | WRB | 6K | $432.35K |
 | PG | 5K | $819.79K |
 | SCHW | 5K | $505.82K |
 | EXLS | 5K | $232.35K |
 | MMC | 5K | $1.06M |
 | ICLR | 5K | $908.95K |
 | NVO | 5K | $285.84K |
 | ZBH | 5K | $501.07K |
 | BRO | 5K | $476.15K |
 | SMCI | 5K | $237.11K |
NNN REIT, Inc.
NNN
Shares Held
6K
Value
$264.91K
Broadcom Inc.
AVGO
Shares Held
6K
Value
$1.98M
JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$1.88M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
6K
Value
$793.30K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$443.71K
Arista Networks, Inc.
ANET
Shares Held
6K
Value
$850.66K
United Parcel Service, Inc.
UPS
Shares Held
6K
Value
$486.55K
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.08M
Mondelez International, Inc.
MDLZ
Shares Held
6K
Value
$361.43K
Shell plc
SHEL
Shares Held
6K
Value
$411.92K
W. R. Berkley Corporation
WRB
Shares Held
6K
Value
$432.35K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$819.79K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$505.82K
ExlService Holdings, Inc.
EXLS
Shares Held
5K
Value
$232.35K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
5K
Value
$1.06M
ICON Public Limited Company
ICLR
Shares Held
5K
Value
$908.95K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$285.84K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
5K
Value
$501.07K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$476.15K
Super Micro Computer, Inc.
SMCI
Shares Held
5K
Value
$237.11K