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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Capital Wealth Partners, LLC

Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001951757-23-000282

Total Value
$366.3M
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1WALMART INCWMT115,347$17.0M4.64%
2FIRST TR EXCHANGE-TRADED FD33738R506318,559$14.3M3.90%
3HUNT J B TRANS SVCS INC44565810769,873$12.3M3.35%
4FIRST TR VALUE LINE DIVID IN33734H106301,667$12.1M3.31%
5SPDR S&P 500 ETF TRSPY29,320$12.0M3.28%
6INVESCO EXCHANGE TRADED FD TIVZ132,941$11.3M3.09%
7ISHARES INC464286525112,809$10.9M2.98%
8INVESCO EXCH TRADED FD TR IIIVZ136,815$10.4M2.84%
9VANGUARD INDEX FDS92290874470,029$9.7M2.64%
10VANGUARD INDEX FDS92290862944,983$9.5M2.59%
11ISHARES TR46428761436,880$9.0M2.46%
12FIRST TR EXCHANGE-TRADED FD33739Q408134,823$8.0M2.19%
13ISHARES TR46434V738141,962$7.4M2.03%
14ISHARES TR46428780474,403$7.2M1.96%
15INVESCO QQQ TRIVZ20,143$6.5M1.76%
16ISHARES TR46428720015,350$6.3M1.72%
17FIRST TR EXCHNG TRADED FD VI33740F805133,858$6.0M1.65%
18VANGUARD INDEX FDS92290836315,644$5.9M1.61%
19EOG RES INCEOG49,495$5.7M1.55%
20SELECT SECTOR SPDR TR81369Y50663,740$5.3M1.44%
21ISHARES TR46435G32675,843$4.6M1.25%
22SPDR SER TR78464A35960,755$4.1M1.11%
23SELECT SECTOR SPDR TR81369Y70437,821$3.8M1.04%
24FIRST TR EXCHANGE-TRADED FD33739Q20074,331$3.6M0.97%
25APPLE INCAAPL20,447$3.4M0.92%
26ISHARES TR46428758049,125$3.2M0.87%
27SPDR SER TR78464A79784,639$3.1M0.86%
28ISHARES TR46432F84246,343$3.1M0.85%
29SELECT SECTOR SPDR TR81369Y20923,864$3.1M0.84%
30ISHARES INC46434G82251,276$3.0M0.82%
31PIMCO ETF TR72201R83326,209$2.6M0.71%
32ISHARES TR46428868776,004$2.4M0.65%
33ISHARES TR46429B65546,651$2.4M0.64%
34ISHARES TR4642875157,651$2.3M0.64%
35MICROSOFT CORPMSFT7,904$2.3M0.62%
36J P MORGAN EXCHANGE TRADED F46641Q33241,420$2.3M0.62%
37VANECK ETF TRUST92189F460101,132$2.2M0.60%
38GLOBAL X FDS37954Y29345,225$1.8M0.49%
39CHEVRON CORP NEWCVX10,226$1.7M0.46%
40UNITEDHEALTH GROUP INCUNH3,438$1.6M0.44%
41VANGUARD MUN BD FDS92290774630,676$1.6M0.42%
42SPDR SER TR78468R66316,810$1.5M0.42%
43FIRST TR EXCHANGE-TRADED FD33738D30933,494$1.5M0.41%
44NVIDIA CORPORATIONNVDA5,380$1.5M0.41%
45GOLUB CAP BDC INC38173M102105,688$1.4M0.39%
46UNITED PARCEL SERVICE INCUPS7,365$1.4M0.39%
47LOWES COS INC5486611076,990$1.4M0.38%
48BLACKSTONE SECD LENDING FDBX55,386$1.4M0.38%
49OAKTREE SPECIALTY LENDING COOCSL71,217$1.3M0.36%
50ARES CAPITAL CORPARCC73,092$1.3M0.36%
51AMAZON COM INCAMZN12,760$1.3M0.36%
52ISHARES TR46428988336,750$1.3M0.35%
53MAIN STR CAP CORP56035L10432,204$1.3M0.35%
54FIRST TR EXCHANGE-TRADED FD33738D40831,876$1.3M0.35%
55AMERISOURCEBERGEN CORPCOR7,864$1.3M0.34%
56FIDUS INVT CORP31650010765,743$1.3M0.34%
57JOHNSON & JOHNSONJNJ8,049$1.2M0.34%
58OWL ROCK CAPITAL CORPORATIONOWL98,673$1.2M0.34%
59MEDTRONIC PLCMDT15,266$1.2M0.34%
60JANUS DETROIT STR TR47103U84524,540$1.2M0.33%
61CAPITAL SOUTHWEST CORPCSWC67,130$1.2M0.33%
62PIMCO ETF TR72201R86622,600$1.2M0.32%
63TRIPLEPOINT VENTURE GROWTH BTPVG96,923$1.2M0.32%
64GLADSTONE INVT CORP37654610787,882$1.2M0.32%
65SPDR SER TR78464A85424,027$1.2M0.32%
66SIXTH STREET SPECIALTY LENDITSLX61,370$1.1M0.31%
67SPDR SER TR78464A47437,874$1.1M0.31%
68SPDR SER TR78468R20036,751$1.1M0.31%
69HERCULES CAPITAL INCHCXY85,457$1.1M0.30%
70GLADSTONE CAPITAL CORPGLAD115,755$1.1M0.30%
71GRAINGER W W INC3848021041,574$1.1M0.30%
72MASTERCARD INCORPORATEDMA2,967$1.1M0.29%
73ISHARES TR46428722610,801$1.1M0.29%
74SSGA ACTIVE ETF TR78467V70726,386$1.1M0.29%
75SPDR SER TR78464A80521,000$1.1M0.29%
76ISHARES TR46428746514,684$1.1M0.29%
77MONDELEZ INTL INC60920710514,712$1.0M0.28%
78WORLD GOLD TRGLDW25,863$1.0M0.28%
79VISA INCV4,397$991,4290.27%
80VERIZON COMMUNICATIONS INCVZ25,452$989,8390.27%
81FIRST TR EXCHNG TRADED FD VI33740F88840,752$986,5970.27%
82PENNANTPARK INVT CORP708062104183,245$967,5320.26%
83COCA COLA COKO15,200$942,8510.26%
84INVESCO EXCHANGE TRADED FD TIVZ6,500$939,9780.26%
85MICROCHIP TECHNOLOGY INC.MCHPP11,050$925,7320.25%
86NIKE INCNKE7,429$911,1260.25%
87THERMO FISHER SCIENTIFIC INCTMO1,560$899,1410.25%
88US BANCORP DELUSB-PS24,724$891,3030.24%
89TEXAS INSTRS INC8825081044,789$890,7280.24%
90INVESCO EXCH TRD SLF IDX FDIVZ43,011$885,5870.24%
91ISHARES TR46428745710,731$881,6590.24%
92ACCENTURE PLC IRELANDACN3,060$874,7070.24%
93SYSCO CORPSYY11,086$856,1750.23%
94INVESCO EXCH TRADED FD TR IIIVZ35,000$828,8000.23%
95TESLA INCTSLA3,803$810,1090.22%
96GLOBAL PMTS INC37940X1027,578$797,4630.22%
97JPMORGAN CHASE & COVYLD6,092$793,8510.22%
98WILLIAMS COS INC96945710026,442$789,5720.22%
99DOLLAR GEN CORP NEW2566771053,661$770,4940.21%
100ROSS STORES INCROST7,259$770,4460.21%
101DISNEY WALT CO2546871067,678$768,7980.21%
102PIONEER NAT RES CO7237871073,573$729,8160.20%
103META PLATFORMS INCMETA3,434$727,8050.20%
104MARSH & MCLENNAN COS INC5717481024,326$720,4950.20%
105LISTED FD TR53656F84723,667$705,9870.19%
106LINDE PLCLIN1,950$693,1340.19%
107PHILIP MORRIS INTL INC7181721097,036$684,2440.19%
108AMGEN INCAMGN2,829$683,8740.19%
109CISCO SYS INCCSCO12,971$678,0550.19%
110CVS HEALTH CORPCVS8,959$665,7090.18%
111LOCKHEED MARTIN CORPLMT1,379$651,9420.18%
112MERCK & CO INCMRK6,114$650,4520.18%
113J P MORGAN EXCHANGE TRADED F46641Q83712,859$647,0580.18%
114TEXAS PACIFIC LAND CORPORATITPL366$622,5730.17%
115RAYTHEON TECHNOLOGIES CORPRTX6,294$616,4190.17%
116UNION PAC CORPUNP3,044$612,6750.17%
117VANGUARD INDEX FDS9229087362,423$604,2930.16%
118CHUBB LIMITEDCB3,082$598,5490.16%
119CION INVT CORP17259U20460,095$593,1380.16%
120HENRY JACK & ASSOC INC4262811013,897$587,3560.16%
121CHEMED CORP NEWCHE1,080$580,7700.16%
122COTERRA ENERGY INCCTRA23,514$577,0270.16%
123AT&T INCT-PC29,759$572,8610.16%
124SPDR GOLD TRGLD3,111$569,9970.16%
125PROCTER AND GAMBLE CO7427181093,822$568,3620.16%
126TRAVELERS COMPANIES INCTRV3,314$568,0760.16%
127STATE STR CORPSTT-PG7,394$559,6520.15%
128S&P GLOBAL INCSPGI1,610$555,2290.15%
129TRUIST FINL CORP89832Q10916,043$547,0660.15%
130PPG INDS INC6935061074,069$543,5370.15%
131BROADRIDGE FINL SOLUTIONS IN11133T1033,693$541,3050.15%
132CONAGRA BRANDS INCCAG13,902$522,1620.14%
133HOME DEPOT INCHD1,769$522,0200.14%
134VICTORY PORTFOLIOS II92647N53510,514$515,7010.14%
135TOTALENERGIES SETTE8,713$514,5030.14%
136EQUINIX INCEQIX713$514,1160.14%
137GOLDMAN SACHS ETF TRNVGLF5,114$512,1160.14%
138GSK PLCGLAXF13,743$488,9760.13%
139HOME BANCSHARES INCHOMB22,220$482,3960.13%
140ABBVIE INCABBV3,017$480,8110.13%
141MOODYS CORPMCO1,507$461,1720.13%
142HARTFORD FINL SVCS GROUP INCHIG-PG6,577$458,3820.13%
143APOLLO GLOBAL MGMT INC03769M1067,115$449,3790.12%
144GENERAL DYNAMICS CORPGD1,958$446,9050.12%
145SMUCKER J M CO8326964052,823$444,2560.12%
146NOVO-NORDISK A SNONOF2,783$442,8870.12%
147SEMPRASREA2,903$438,8700.12%
148SANOFISNYNF8,045$437,8090.12%
149INGREDION INCINGR4,294$436,8290.12%
150ENBRIDGE INCENNPF11,372$433,8420.12%
151ISHARES TR46432F8599,117$429,9120.12%
152COMCAST CORP NEWCCZ11,251$426,5250.12%
153PNC FINL SVCS GROUP INC6934751053,327$422,8620.12%
154VANGUARD TAX-MANAGED FDS9219438589,349$422,3110.12%
155TJX COS INC NEW8725401095,376$421,2700.11%
156CRESCENT ENERGY COMPANYCRGY37,000$418,4700.11%
157JANUS DETROIT STR TR47103U8868,743$417,4740.11%
158BERKSHIRE HATHAWAY INC DELBRK-A1,349$416,5310.11%
159ISHARES INC46434G7648,420$415,3590.11%
160RHRH1,693$412,3300.11%
161TRACTOR SUPPLY COTSCO1,732$407,1500.11%
162GENUINE PARTS COGPC2,415$404,0540.11%
163PGIM ETF TR69344A1078,110$399,8230.11%
164ISHARES TR4642876552,235$398,6580.11%
165BECTON DICKINSON & COBDX1,610$398,5620.11%
166AON PLCAON1,246$392,7550.11%
167WELLS FARGO CO NEW94974610110,471$391,4060.11%
168ALPHABET INCGOOG3,583$388,4940.11%
169UNILEVER PLCUNLYF7,435$386,1000.11%
170PFIZER INCPFE9,458$385,9060.11%
171SAP SESAPGF3,040$384,7120.11%
172PERRIGO CO PLCPRGO10,665$382,5390.10%
173FIDELITY NATIONAL FINANCIALFNF10,699$373,7160.10%
174ANSYS INC03662Q1051,113$370,4060.10%
175SS&C TECHNOLOGIES HLDGS INCSSNC6,535$369,0310.10%
176HEICO CORP NEWHEI-A2,678$363,9400.10%
177ASML HOLDING N VASMLF525$357,3730.10%
178RENTOKIL INITIAL PLCRKLIF9,784$357,2140.10%
179INTEL CORPINTC10,929$357,0570.10%
180VANGUARD SCOTTSDALE FDS92206C4094,562$347,7610.09%
181AMERICAN TOWER CORP NEW03027X1001,700$347,4600.09%
182ALBEMARLE CORPALB-PA1,548$342,1370.09%
183SCHWAB CHARLES CORPSCHW-PJ6,324$331,2420.09%
184NEXTERA ENERGY INCNEE-PW4,257$328,1030.09%
185CARLISLE COS INC1423391001,447$327,1370.09%
186WASTE MGMT INC DEL94106L1091,969$321,2620.09%
187LAM RESEARCH CORPLRCX596$315,6940.09%
188FASTENAL COFAST5,835$314,7400.09%
189VULCAN MATLS CO9291601091,821$312,4220.09%
190EOG RES INCEOG300$312,0000.09%
191EXXON MOBIL CORPXOM2,830$310,3560.08%
192AMERICAN EXPRESS COAXP1,860$306,8070.08%
193COSTCO WHSL CORP NEW22160K105616$305,8900.08%
194BROWN & BROWN INCBRO5,315$305,1930.08%
195ROPER TECHNOLOGIES INCROP664$292,6530.08%
196ORACLE CORPORCL-PD3,149$292,6050.08%
197DIAGEO PLCDGEAF1,600$289,8880.08%
198NETFLIX INCNFLX830$286,7480.08%
199GLOBE LIFE INCGL-PD2,602$286,2720.08%
200SHELL PLCRYDAF4,881$280,8530.08%
201VANGUARD BD INDEX FDS9219378353,750$276,8620.08%
202COCA-COLA EUROPACIFIC PARTNECCEP4,638$274,5230.07%
203GALLAGHER ARTHUR J & CO3635761091,422$272,1170.07%
204MP MATERIALS CORPMP9,500$267,8050.07%
205JANUS DETROIT STR TR47103U8525,731$267,5800.07%
206STARBUCKS CORPSBUX2,559$266,4430.07%
207ATLASSIAN CORPORATIONTEAM1,553$265,8270.07%
208HONDA MOTOR LTDHNDAF10,014$265,2710.07%
209SCHWAB STRATEGIC TR80852484713,555$264,3310.07%
210BANK OZK LITTLE ROCK ARKOZKAP7,716$263,8870.07%
211DOLLAR TREE INCDLTR1,824$261,8350.07%
212WP CAREY INC92936U1093,350$259,4580.07%
213ALPHABET INCGOOG2,320$258,2780.07%
214BROADCOM INCAVGO401$257,3800.07%
215FEDEX CORPFDX1,112$254,0810.07%
216EDISON INTL2810201073,593$253,6300.07%
217FERRARI N VRACE930$251,9740.07%
218JONES LANG LASALLE INCJLL1,720$250,2430.07%
219AGNC INVT CORP00123Q10424,756$249,5400.07%
220STRYKER CORPORATIONSYK872$248,9110.07%
221AMERICAN INTL GROUP INC0268747844,814$242,4200.07%
222BAXTER INTL INC0718131095,931$240,5610.07%
223POLARIS INCPII2,173$240,3990.07%
224AVALONBAY CMNTYS INCAWX1,402$235,6200.06%
225ALCON AGALC3,319$234,1220.06%
226ASTRAZENECA PLCAZN3,249$225,5130.06%
227ZOETIS INCZTS1,350$224,6180.06%
228PIMCO ETF TR72201R7752,409$223,4080.06%
229SNAP ON INCSNA898$221,7250.06%
230OLD DOMINION FREIGHT LINE INODFL646$220,0910.06%
231QUEST DIAGNOSTICS INCDGX1,535$217,1720.06%
232STANDARD LITHIUM LTDSLI57,117$217,0450.06%
233PAYCHEX INCPAYX1,886$216,1510.06%
234FIDELITY NATL INFORMATION SV31620M1063,966$215,4800.06%
235PROGRESSIVE CORP7433151031,484$212,3120.06%
236QUANTA SVCS INC74762E1021,240$206,5950.06%
237THE TRADE DESK INC88339J1053,380$205,8760.06%
238LILLY ELI & COLLY585$200,9010.05%
239METTLER TOLEDO INTERNATIONALMTD131$200,4580.05%
240BARRICK GOLD CORP06790110810,219$189,7670.05%
241HALEON PLCHLNCF19,546$159,1040.04%
242VANECK ETF TRUST92189F41110,141$150,3930.04%
243FS CREDIT OPPORTUNITIES CORPFSCO27,066$120,1730.03%
244ROCKET LAB USA INCRKLB29,047$117,3500.03%
245CANOPY GROWTH CORPCGC60,050$105,0880.03%
246EVGO INCEVGOW11,000$85,6900.02%
247VELO3D INCVLDXW12,437$28,2320.01%
248CANOO INC13803R10218,000$11,7470.00%
249SPIRE GLOBAL INCSPIR14,667$9,7980.00%