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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 Q4 2023 · Filed October 16, 2023 · Accession 0001951757-23-000584

Total Value
$364.4M
Positions
281
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (281)

#IssuerTicker / CUSIPSharesValue% of Filing
1HUNT J B TRANS SVCS INC445658107123,654$23.3M6.40%
2WALMART INCWMT143,771$23.0M6.31%
3SPDR S&P 500 ETF TRSPY33,890$14.5M3.98%
4ISHARES TR464287804130,540$12.3M3.38%
5ISHARES INC464286525127,320$12.1M3.33%
6FIRST TR EXCHANGE-TRADED FD33738R506250,696$11.5M3.16%
7INVESCO EXCH TRADED FD TR IIIVZ118,311$9.2M2.54%
8INVESCO EXCHANGE TRADED FD TIVZ102,640$9.2M2.53%
9VANGUARD INDEX FDS92290862941,933$8.7M2.40%
10FIRST TR VALUE LINE DIVID IN33734H106217,668$8.1M2.23%
11ISHARES TR46432F842116,053$7.5M2.05%
12VANGUARD INDEX FDS92290836317,681$6.9M1.91%
13ISHARES TR46428720015,690$6.7M1.85%
14EOG RES INCEOG49,911$6.3M1.74%
15FIRST TR EXCHANGE-TRADED FD33733E10477,208$5.7M1.56%
16PIMCO ETF TR72201R83348,832$4.9M1.34%
17APPLE INCAAPL24,121$4.1M1.13%
18APOLLO GLOBAL MGMT INC03769M10639,919$3.6M0.98%
19ISHARES TR46429B65568,831$3.5M0.96%
20FIRST TR EXCHNG TRADED FD VI33740F80571,061$3.0M0.82%
21BLACKSTONE INCBX27,147$2.9M0.80%
22MICROSOFT CORPMSFT8,860$2.8M0.77%
23PIMCO ETF TR72201R57726,636$2.7M0.74%
24KKR & CO INCKKRT43,502$2.7M0.74%
25ISHARES TR46428868781,509$2.5M0.67%
26CARLYLE GROUP INCCGABL81,452$2.5M0.67%
27BANK OZK LITTLE ROCK ARKOZKAP65,588$2.4M0.67%
28J P MORGAN EXCHANGE TRADED F46641Q33242,546$2.3M0.63%
29NVIDIA CORPORATIONNVDA5,070$2.2M0.61%
30CHEVRON CORP NEWCVX12,270$2.1M0.57%
31FIRST TR EXCHANGE-TRADED FD33738D30944,978$2.1M0.56%
32VANECK ETF TRUST92189F460106,676$2.0M0.55%
33AMAZON COM INCAMZN15,766$2.0M0.55%
34FIRST TR EXCHANGE-TRADED FD33738D40848,909$1.9M0.53%
35GLOBAL X FDS37954Y29344,962$1.9M0.52%
36VANGUARD MUN BD FDS92290774639,431$1.9M0.52%
37UNITEDHEALTH GROUP INCUNH3,726$1.9M0.52%
38ISHARES TR46436E71817,070$1.7M0.47%
39FIRST TR EXCHANGE-TRADED FD33739Q20036,226$1.7M0.47%
40GOLUB CAP BDC INC38173M102115,648$1.7M0.47%
41CAPITAL SOUTHWEST CORPCSWC73,977$1.7M0.46%
42BLACKSTONE SECD LENDING FDBX59,254$1.6M0.44%
43OAKTREE SPECIALTY LENDING COOCSL79,030$1.6M0.44%
44LOWES COS INC5486611077,549$1.6M0.43%
45ARES CAPITAL CORPARCC79,983$1.6M0.43%
46HERCULES CAPITAL INCHCXY92,519$1.5M0.42%
47BLUE OWL CAPITAL CORPORATIONOWL105,125$1.5M0.40%
48FIRST TR EXCHNG TRADED FD VI33740F88859,751$1.4M0.39%
49CENCORA INCCOR7,924$1.4M0.39%
50MAIN STR CAP CORP56035L10434,388$1.4M0.38%
51SIXTH STREET SPECIALTY LENDITSLX67,199$1.4M0.38%
52ISHARES TR46428988340,359$1.4M0.38%
53FIDUS INVT CORP31650010771,270$1.4M0.38%
54PENNANTPARK INVT CORP708062104207,519$1.4M0.37%
55MEDTRONIC PLCMDT16,697$1.3M0.36%
56JOHNSON & JOHNSONJNJ8,323$1.3M0.36%
57SYMBOTIC INCSYM38,000$1.3M0.35%
58UNITED PARCEL SERVICE INCUPS7,966$1.2M0.34%
59GLADSTONE INVT CORP37654610797,444$1.2M0.34%
60VISA INCV5,382$1.2M0.34%
61PIMCO ETF TR72201R86624,664$1.2M0.34%
62GLADSTONE CAPITAL CORPGLAD127,164$1.2M0.34%
63ACCENTURE PLC IRELANDACN3,988$1.2M0.34%
64MASTERCARD INCORPORATEDMA3,040$1.2M0.33%
65TRIPLEPOINT VENTURE GROWTH BTPVG114,860$1.2M0.33%
66INVESCO QQQ TRIVZ3,211$1.2M0.32%
67LISTED FD TR53656F84741,470$1.1M0.31%
68JANUS DETROIT STR TR47103U84522,240$1.1M0.31%
69ISHARES TR46428722611,590$1.1M0.30%
70WILLIAMS COS INC96945710031,684$1.1M0.29%
71MONDELEZ INTL INC60920710515,331$1.1M0.29%
72SPDR SER TR78464A85420,850$1.0M0.29%
73SPDR SER TR78468R20033,930$1.0M0.29%
74WORLD GOLD TRGLDW27,829$1.0M0.28%
75TESLA INCTSLA3,887$992,4180.27%
76SPDR SER TR78464A80518,703$981,7270.27%
77COCA COLA COKO17,479$978,4740.27%
78ISHARES TR46428746513,779$949,6490.26%
79META PLATFORMS INCMETA3,092$928,2460.25%
80US BANCORP DELUSB-PS27,846$920,5940.25%
81PIONEER NAT RES CO7237871074,000$918,1340.25%
82SPDR SER TR78468R6639,784$898,3650.25%
83PIMCO ETF TR72201R7189,480$888,6550.24%
84ROSS STORES INCROST7,825$883,8740.24%
85GRAINGER W W INC3848021041,246$862,3270.24%
86MARSH & MCLENNAN COS INC5717481024,516$859,3480.24%
87INVESCO EXCHANGE TRADED FD TIVZ6,032$854,6250.23%
88JPMORGAN CHASE & COVYLD5,879$852,5330.23%
89THERMO FISHER SCIENTIFIC INCTMO1,667$843,8210.23%
90AMGEN INCAMGN3,113$836,7740.23%
91FIRST TR EXCHANGE-TRADED FD33739Q40813,872$824,2610.23%
92DISNEY WALT CO25468710610,118$820,0640.23%
93SPDR SER TR78468R8046,058$808,9260.22%
94MICROCHIP TECHNOLOGY INC.MCHPP10,341$807,1410.22%
95TEXAS INSTRS INC8825081045,010$796,5780.22%
96DOLLAR GEN CORP NEW2566771057,365$779,2610.21%
97SYSCO CORPSYY11,750$776,1050.21%
98INVESCO EXCH TRADED FD TR IIIVZ35,000$775,6090.21%
99MERCK & CO INCMRK7,482$770,2760.21%
100PHILIP MORRIS INTL INC7181721098,269$765,5020.21%
101NIKE INCNKE7,898$755,2130.21%
102VERIZON COMMUNICATIONS INCVZ23,275$754,3510.21%
103CISCO SYS INCCSCO13,987$751,9160.21%
104COTERRA ENERGY INCCTRA27,286$738,0740.20%
105LINDE PLCLIN1,963$730,8040.20%
106UNION PAC CORPUNP3,561$725,1810.20%
107S&P GLOBAL INCSPGI1,982$724,3590.20%
108HOME DEPOT INCHD2,375$717,6780.20%
109BERKSHIRE HATHAWAY INC DELBRK-A2,042$715,3130.20%
110EXXON MOBIL CORPXOM5,980$703,1160.19%
111CVS HEALTH CORPCVS10,037$700,7660.19%
112TEXAS PACIFIC LAND CORPORATITPL379$691,1290.19%
113GSK PLCGLAXF18,949$686,9010.19%
114CHUBB LIMITEDCB3,273$681,3490.19%
115BROADRIDGE FINL SOLUTIONS IN11133T1033,746$670,7480.18%
116TRAVELERS COMPANIES INCTRV4,014$655,4800.18%
117SPDR SER TR78464A3599,517$645,2720.18%
118PROCTER AND GAMBLE CO7427181094,367$636,9250.17%
119HENRY JACK & ASSOC INC4262811014,209$636,1480.17%
120SELECT SECTOR SPDR TR81369Y5067,026$635,1120.17%
121TRUIST FINL CORP89832Q10922,106$632,4530.17%
122VANGUARD INDEX FDS9229085383,227$628,5230.17%
123AT&T INCT-PC41,747$627,0400.17%
124GLOBAL PMTS INC37940X1025,354$617,7620.17%
125PPG INDS INC6935061074,702$610,3580.17%
126VANGUARD INDEX FDS9229087444,421$609,8190.17%
127VANGUARD INDEX FDS9229085124,525$592,6310.16%
128HARTFORD FINL SVCS GROUP INCHIG-PG8,335$591,0530.16%
129LOCKHEED MARTIN CORPLMT1,440$589,0000.16%
130ALPHABET INCGOOG4,368$588,2080.16%
131SPDR GOLD TRGLD3,374$578,4720.16%
132FIRST TR EXCHNG TRADED FD VI33740F76314,798$576,8260.16%
133CHEMED CORP NEWCHE1,105$574,2680.16%
134ISHARES TR4642876142,106$560,1100.15%
135EQUINIX INCEQIX744$540,3720.15%
136WELLS FARGO CO NEW94974610113,002$531,2620.15%
137J P MORGAN EXCHANGE TRADED F46641Q83710,412$522,4610.14%
138GENERAL DYNAMICS CORPGD2,332$515,2010.14%
139TJX COS INC NEW8725401095,795$515,0600.14%
140STATE STR CORPSTT-PG7,673$513,7930.14%
141ABBVIE INCABBV3,443$513,2640.14%
142INTEL CORPINTC14,361$510,5390.14%
143COMCAST CORP NEWCCZ11,502$509,9880.14%
144ALPHABET INCGOOG3,729$508,4440.14%
145SANOFISNYNF9,399$504,1620.14%
146BROADCOM INCAVGO592$492,0900.14%
147NOVO-NORDISK A SNONOF5,404$491,4400.13%
148SEMPRASREA7,084$481,9470.13%
149PNC FINL SVCS GROUP INC6934751053,920$481,2780.13%
150MOODYS CORPMCO1,512$478,0490.13%
151GOLDMAN SACHS ETF TRNVGLF4,769$477,4410.13%
152VANGUARD TAX-MANAGED FDS92194385810,830$473,4800.13%
153FIRST TR EXCH TRADED FD III33739P1038,825$469,0600.13%
154HOME BANCSHARES INCHOMB22,220$465,2870.13%
155CARLISLE COS INC1423391001,788$463,5850.13%
156CION INVT CORP17259U20443,766$462,6070.13%
157VANGUARD BD INDEX FDS9219378356,532$455,8030.13%
158FIDELITY NATIONAL FINANCIALFNF11,026$455,3740.12%
159TOTALENERGIES SETTE6,807$447,6280.12%
160UNILEVER PLCUNLYF9,001$444,6630.12%
161BECTON DICKINSON & COBDX1,701$439,7260.12%
162ISHARES TR4642874575,425$439,2620.12%
163BROWN & BROWN INCBRO6,158$430,0810.12%
164SCHWAB CHARLES CORPSCHW-PJ7,795$427,9500.12%
165ROPER TECHNOLOGIES INCROP878$425,3080.12%
166ISHARES TR46432F8599,117$422,8460.12%
167VICTORY PORTFOLIOS II92647N5358,556$418,5660.11%
168SHELL PLCRYDAF6,363$409,6670.11%
169AON PLCAON1,244$403,2300.11%
170PGIM ETF TR69344A1078,110$401,3640.11%
171ISHARES TR46434V7388,070$400,7360.11%
172INTUITINTU784$400,4210.11%
173HONDA MOTOR LTDHNDAF11,842$398,3650.11%
174CONAGRA BRANDS INCCAG14,502$397,6540.11%
175TRACTOR SUPPLY COTSCO1,949$395,6550.11%
176ISHARES TR4642876552,237$395,3940.11%
177SERVICE CORP INTL8175651046,901$394,3170.11%
178INGREDION INCINGR3,994$393,0100.11%
179SELECT SECTOR SPDR TR81369Y2093,027$389,6730.11%
180FEDEX CORPFDX1,462$387,3130.11%
181CANADIAN PACIFIC KANSAS CITYCP5,163$384,1790.11%
182EXPEDIA GROUP INCEXPE3,681$379,4010.10%
183LAM RESEARCH CORPLRCX605$379,2780.10%
184VULCAN MATLS CO9291601091,875$378,7030.10%
185ISHARES INC46434G7647,584$377,9320.10%
186RENTOKIL INITIAL PLCRKLIF10,097$374,0940.10%
187GLOBE LIFE INCGL-PD3,412$370,9870.10%
188GENUINE PARTS COGPC2,566$370,4790.10%
189SMUCKER J M CO8326964052,997$368,3240.10%
190SAP SESAPGF2,808$363,1380.10%
191GALLAGHER ARTHUR J & CO3635761091,588$361,9490.10%
192PERRIGO CO PLCPRGO11,256$359,6340.10%
193PAYPAL HLDGS INCPYPL6,077$355,2610.10%
194ANSYS INC03662Q1051,189$353,7870.10%
195AMERICAN EXPRESS COAXP2,359$351,9390.10%
196ENBRIDGE INCENNPF10,563$350,5750.10%
197HEICO CORP NEWHEI-A2,713$350,5740.10%
198SS&C TECHNOLOGIES HLDGS INCSSNC6,670$350,4420.10%
199ARISTA NETWORKS INCANET1,836$337,6950.09%
200NETFLIX INCNFLX893$337,1900.09%
201PROSHARES TR74347B42523,296$337,0870.09%
202SPDR SER TR78464A7632,925$336,3990.09%
203FASTENAL COFAST6,071$331,7190.09%
204FIDELITY NATL INFORMATION SV31620M1065,945$328,5870.09%
205RTX CORPORATIONRTX4,548$327,3110.09%
206WASTE MGMT INC DEL94106L1092,140$326,1820.09%
207PFIZER INCPFE9,712$322,1590.09%
208ELI LILLY & COLLY595$319,5970.09%
209DIAGEO PLCDGEAF2,069$308,6610.08%
210ATLASSIAN CORPORATIONTEAM1,527$307,7060.08%
211JONES LANG LASALLE INCJLL2,165$305,6550.08%
212AMERICAN TOWER CORP NEW03027X1001,846$303,5990.08%
213COCA-COLA EUROPACIFIC PARTNECCEP4,787$299,0920.08%
214ASTRAZENECA PLCAZN4,372$296,0980.08%
215COSTCO WHSL CORP NEW22160K105522$294,9700.08%
216OLD DOMINION FREIGHT LINE INODFL718$293,9130.08%
217JANUS DETROIT STR TR47103U8866,068$291,0720.08%
218AGNC INVT CORP00123Q10429,845$281,7370.08%
219SELECT SECTOR SPDR TR81369Y7042,773$281,1140.08%
220EDISON INTL2810201074,341$274,7430.08%
221ORACLE CORPORCL-PD2,582$273,4350.08%
222MCKESSON CORPMCK628$273,1190.07%
223AVALONBAY CMNTYS INCAWX1,562$268,2400.07%
224ADOBE INCADBE526$268,2100.07%
225VANECK ETF TRUST92189F6433,536$268,1760.07%
226NEXTERA ENERGY INCNEE-PW4,663$267,1150.07%
227ASML HOLDING N VASMLF449$264,3080.07%
228THE TRADE DESK INC88339J1053,380$264,1470.07%
229CAVA GROUP INCCAVA8,600$263,4180.07%
230PAYCHEX INCPAYX2,207$254,5870.07%
231SYNOPSYS INCSNPS547$251,0570.07%
232ISHARES TR46435G3264,303$250,7940.07%
233SNAP ON INCSNA980$250,0120.07%
234STRYKER CORPORATIONSYK908$248,1880.07%
235SHERWIN WILLIAMS COSHW973$248,1500.07%
236STARBUCKS CORPSBUX2,698$246,2220.07%
237SCHWAB STRATEGIC TR80852484713,796$244,8730.07%
238JANUS DETROIT STR TR47103U8525,600$243,0400.07%
239VANGUARD INDEX FDS9229085951,133$242,5790.07%
240NORTHROP GRUMMAN CORPNOC547$240,9570.07%
241MOLINA HEALTHCARE INCMOH729$239,0320.07%
242DOLLAR TREE INCDLTR2,240$238,4480.07%
243PROGRESSIVE CORP7433151031,709$238,0780.07%
244KENVUE INCKVUE11,842$237,7870.07%
245POLARIS INCPII2,253$234,6270.06%
246BOOKING HOLDINGS INCBKNG76$234,3800.06%
247T-MOBILE US INCTMUSZ1,667$233,4630.06%
248BAXTER INTL INC0718131096,165$232,6550.06%
249BANK AMERICA CORP0605051048,432$230,8810.06%
250THOR INDS INC8851601012,405$228,7880.06%
251FERRARI N VRACE772$228,1570.06%
252APPLIED MATLS INC0382221051,647$228,0300.06%
253AMERIPRISE FINL INC03076C106691$227,8860.06%
254PHILLIPS 66PSX1,894$227,5850.06%
255GILEAD SCIENCES INCGILD3,032$227,2480.06%
256METLIFE INCMET-PF3,542$222,8280.06%
257ZOETIS INCZTS1,268$220,6280.06%
258FS CREDIT OPPORTUNITIES CORPFSCO40,599$220,0470.06%
259PEPSICO INCPEP1,297$219,7850.06%
260ICICI BANK LIMITEDIBN9,475$219,0590.06%
261VANGUARD INDEX FDS9229085532,892$218,8130.06%
262ALBEMARLE CORPALB-PA1,251$212,6350.06%
263PIMCO ETF TR72201R7752,400$210,9660.06%
264HONEYWELL INTL INC4385161061,118$206,6060.06%
265MARKEL GROUP INCMKL140$206,1490.06%
266COPART INCCPRT4,590$204,5640.06%
267JOHN HANCOCK EXCHANGE TRADED47804J2064,290$203,0030.06%
268D R HORTON INC23331A1091,889$202,9730.06%
269ENTEGRIS INCENTG2,157$202,5220.06%
270ISHARES INC46434G8223,343$201,5670.06%
271BARRICK GOLD CORP06790110813,608$197,9960.05%
272HALEON PLCHLNCF23,288$193,9890.05%
273STANDARD LITHIUM LTDSLI62,139$175,8530.05%
274VANECK ETF TRUST92189F41110,576$169,5250.05%
275FORD MTR CO DEL34537086013,474$167,3470.05%
276ROCKET LAB USA INCRKLB29,047$127,2260.03%
277CANOPY GROWTH CORPCGC135,550$106,1090.03%
278CHARGEPOINT HOLDINGS INCCHPT14,500$72,0650.02%
279EVGO INCEVGOW11,000$37,1800.01%
280VELO3D INCVLDXW12,437$19,4020.01%
281CANOO INC13803R10219,000$9,3100.00%