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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 2024 · Filed January 30, 2025 · Accession 0001951757-25-000158

Total Value
$404.1M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1WALMART INCWMT510,079$46.1M11.41%
2HUNT J B TRANS SVCS INC445658107119,333$20.4M5.04%
3SPDR S&P 500 ETF TRSPY78,678$16.9M4.17%
4FIRST TR EXCHANGE-TRADED FD33738R506192,074$11.0M2.71%
5INVESCO EXCHANGE TRADED FD TIVZ80,538$8.7M2.15%
6INVESCO EXCH TRADED FD TR IIIVZ93,525$8.7M2.14%
7ISHARES TR46428720013,931$8.2M2.03%
8NVIDIA CORPORATIONNVDA59,798$8.0M1.99%
9VANGUARD INDEX FDS92290836314,611$7.9M1.95%
10EOG RES INCEOG60,281$7.4M1.83%
11FIRST TR EXCHNG TRADED FD VI33740F862146,930$6.8M1.69%
12ISHARES TR46432F84298,883$6.6M1.62%
13APPLE INCAAPL23,856$6.0M1.48%
14GAP INCGAP226,025$5.3M1.32%
15PIMCO ETF TR72201R83346,714$4.7M1.16%
16FIRST TR EXCHNG TRADED FD VI33740F573197,365$4.4M1.10%
17AMAZON COM INCAMZN17,892$3.9M0.97%
18MICROSOFT CORPMSFT9,009$3.8M0.94%
19PROSHARES TR74347G416171,555$3.4M0.84%
20JANUS DETROIT STR TR47103U84561,633$3.1M0.77%
21BANK OZK LITTLE ROCK ARKOZKAP61,793$2.8M0.68%
22PIMCO ETF TR72201R57726,804$2.7M0.67%
23ISHARES TR46429B65552,254$2.7M0.66%
24META PLATFORMS INCMETA3,832$2.2M0.56%
25J P MORGAN EXCHANGE TRADED F46641Q33237,154$2.1M0.53%
26NUVEEN S&P 500 BUY-WRITE INCNU152,261$2.1M0.53%
27ISHARES TR46428868765,898$2.1M0.51%
28VISA INCV6,487$2.1M0.51%
29ISHARES TR46428988354,067$2.0M0.50%
30GLOBAL X FDS37954Y29332,007$1.9M0.48%
31FIRST TR EXCHANGE-TRADED FD33738D40846,184$1.9M0.47%
32GLADSTONE CAPITAL CORPGLAD66,565$1.9M0.47%
33MAIN STR CAP CORP56035L10432,018$1.9M0.46%
34UNITEDHEALTH GROUP INCUNH3,701$1.9M0.46%
35VANGUARD INDEX FDS9229087364,543$1.9M0.46%
36GOLUB CAP BDC INC38173M102119,800$1.8M0.45%
37HERCULES CAPITAL INCHCXY88,934$1.8M0.44%
38JPMORGAN CHASE & CO.VYLD7,365$1.8M0.44%
39CHEVRON CORP NEWCVX11,882$1.7M0.43%
40WORLD GOLD TRGLDW32,568$1.7M0.42%
41FIRST TR EXCHNG TRADED FD VI33740F88868,517$1.7M0.42%
42BLACKSTONE SECD LENDING FDBX51,073$1.7M0.41%
43ALPHABET INCGOOG8,697$1.6M0.41%
44VANGUARD BD INDEX FDS92193783522,836$1.6M0.41%
45FIRST TR EXCHANGE-TRADED FD33738D30934,720$1.6M0.40%
46EXXON MOBIL CORPXOM204,959$1.6M0.40%
47SPDR SER TR78464A85423,190$1.6M0.40%
48PENNANTPARK INVT CORP708062104220,538$1.6M0.39%
49CAVA GROUP INCCAVA13,658$1.5M0.38%
50ARES CAPITAL CORPARCC70,034$1.5M0.38%
51FIDUS INVT CORP31650010770,897$1.5M0.37%
52ACCENTURE PLC IRELANDACN4,229$1.5M0.37%
53BLUE OWL CAPITAL CORPORATIONOWL97,395$1.5M0.36%
54INVESCO EXCHANGE TRADED FD TIVZ22,050$1.5M0.36%
55SIXTH STREET SPECIALTY LENDITSLX67,031$1.4M0.35%
56SPDR SER TR78464A80519,686$1.4M0.35%
57TRINITY CAP INCTRINZ94,385$1.4M0.34%
58LOWES COS INC5486611075,512$1.4M0.34%
59CAPITAL SOUTHWEST CORPCSWC62,302$1.4M0.34%
60PIMCO ETF TR72201R86626,264$1.4M0.34%
61HOME DEPOT INCHD3,466$1.3M0.33%
62PHILIP MORRIS INTL INC71817210910,929$1.3M0.33%
63ISHARES TR46428746517,061$1.3M0.32%
64TESLA INCTSLA3,169$1.3M0.32%
65BROADCOM INCAVGO5,497$1.3M0.32%
66GLADSTONE INVT CORP37654610794,856$1.3M0.31%
67VANGUARD INDEX FDS9229087447,357$1.2M0.31%
68US BANCORP DELUSB-PS25,924$1.2M0.31%
69UNION PAC CORPUNP5,166$1.2M0.29%
70VERIZON COMMUNICATIONS INCVZ29,330$1.2M0.29%
71SYMBOTIC INCSYM49,114$1.2M0.29%
72MASTERCARD INCORPORATEDMA2,211$1.2M0.29%
73NETFLIX INCNFLX1,267$1.1M0.28%
74GRAINGER W W INC3848021041,029$1.1M0.27%
75ISHARES TR4642876223,293$1.1M0.26%
76ISHARES TR4642875985,667$1.0M0.26%
77TEXAS PACIFIC LAND CORPORATITPL918$1.0M0.25%
78MARSH & MCLENNAN COS INC5717481024,673$992,5310.25%
79PAYPAL HLDGS INCPYPL11,624$992,1080.25%
80KENVUE INCKVUE46,126$984,7810.24%
81PROCTER AND GAMBLE CO7427181095,706$956,6710.24%
82MEDTRONIC PLCMDT11,762$939,5120.23%
83FIRST TR EXCH TRADED FD III33739P10314,213$935,3340.23%
84JOHNSON & JOHNSONJNJ6,368$920,9830.23%
85BERKSHIRE HATHAWAY INC DELBRK-A2,001$906,8420.22%
86PIMCO ETF TR72201R7189,539$906,1560.22%
87WILLIAMS COS INC96945710016,614$899,1350.22%
88ISHARES TR4642874817,083$897,7090.22%
89UNILEVER PLCUNLYF15,737$892,2900.22%
90DISNEY WALT CO2546871067,991$889,8510.22%
91TRAVELERS COMPANIES INCTRV3,689$888,5330.22%
92ISHARES TR4642888859,160$886,9630.22%
93WELLS FARGO CO NEW94974610112,595$884,6710.22%
94TRUIST FINL CORP89832Q10920,003$867,7300.21%
95INVESCO QQQ TRIVZ1,676$856,9360.21%
96THERMO FISHER SCIENTIFIC INCTMO1,642$854,3890.21%
97ALPS ETF TR00162Q34633,435$853,2610.21%
98S&P GLOBAL INCSPGI1,700$846,4290.21%
99AT&T INCT-PC36,624$833,9350.21%
100SPDR GOLD TRGLD3,374$816,9470.20%
101AMGEN INCAMGN3,042$792,8310.20%
102CHUBB LIMITEDCB2,853$788,3250.20%
103TEXAS INSTRS INC8825081044,202$787,9510.20%
104COCA COLA COKO12,511$778,9590.19%
105VICTORY PORTFOLIOS II92647X83022,812$777,6620.19%
106TAIWAN SEMICONDUCTOR MFG LTD8740391003,929$775,9660.19%
107CISCO SYS INCCSCO12,939$765,9650.19%
108OREILLY AUTOMOTIVE INC67103H107638$756,6390.19%
109PNC FINL SVCS GROUP INC6934751053,887$749,6720.19%
110ROSS STORES INCROST4,935$746,4640.18%
111ABBVIE INCABBV4,150$737,4890.18%
112GENUINE PARTS COGPC6,297$735,2380.18%
113HENRY JACK & ASSOC INC4262811014,193$735,0330.18%
114BROADRIDGE FINL SOLUTIONS IN11133T1033,250$734,7340.18%
115LOCKHEED MARTIN CORPLMT1,511$734,0930.18%
116ISHARES TR46428780414,350$728,5110.18%
117CENCORA INCCOR3,239$727,6450.18%
118INTUITIVE SURGICAL INCISRG1,391$725,9070.18%
119INTUITINTU1,148$721,3200.18%
120ABBOTT LABSABLZF6,361$719,4920.18%
121VANGUARD MUN BD FDS92290774614,156$709,6400.18%
122ARISTA NETWORKS INCANET6,357$702,6390.17%
123ALPHABET INCGOOG3,619$689,2520.17%
124TJX COS INC NEW8725401095,588$675,0910.17%
125PIMCO ETF TR72201R58525,471$660,2080.16%
126ELI LILLY & COLLY842$650,1170.16%
127LINDE PLCLIN1,538$643,8060.16%
128SPDR SER TR78464A3598,220$640,2240.16%
129HOME BANCSHARES INCHOMB22,561$638,4850.16%
130COSTCO WHSL CORP NEW22160K105695$636,8330.16%
131SYSCO CORPSYY8,290$633,8380.16%
132APOLLO GLOBAL MGMT INC03769M1063,820$630,9700.16%
133CARLISLE COS INC1423391001,707$629,7580.16%
134ASTRAZENECA PLCAZN9,526$624,1400.15%
135AMERICAN CENTY ETF TR0250723499,262$618,4240.15%
136SAP SESAPGF2,504$616,5180.15%
137WP CAREY INC92936U10911,264$613,6630.15%
138BROWN & BROWN INCBRO5,963$608,3040.15%
139MERCK & CO INCMRK6,108$607,6150.15%
140SEMPRASREA6,907$605,8390.15%
141AIR PRODS & CHEMS INCAIIR2,087$605,4560.15%
142SCHWAB CHARLES CORPSCHW-PJ8,060$596,4980.15%
143ISHARES TR4642885886,506$596,4700.15%
144COTERRA ENERGY INCCTRA23,329$595,8240.15%
145SANOFISNYNF12,157$586,3320.15%
146NEXTERA ENERGY INCNEE-PW8,138$583,3830.14%
147FIRST TR EXCHANGE-TRADED FD33741X10216,185$580,2250.14%
148T ROWE PRICE ETF INC87283Q10713,753$579,1390.14%
149UNITED PARCEL SERVICE INCUPS4,547$573,3290.14%
150VANGUARD INDEX FDS9229085123,530$571,0940.14%
151HARTFORD FINL SVCS GROUP INCHIG-PG5,161$564,5910.14%
152VANGUARD TAX-MANAGED FDS92194385811,620$555,6710.14%
153TRACTOR SUPPLY COTSCO10,415$552,6220.14%
154MOODYS CORPMCO1,157$547,6890.14%
155MICROCHIP TECHNOLOGY INC.MCHPP9,491$544,3270.13%
156GSK PLCGLAXF16,088$544,1020.13%
157GALLAGHER ARTHUR J & CO3635761091,911$542,3550.13%
158JONES LANG LASALLE INCJLL2,141$541,9730.13%
159ENBRIDGE INCENNPF12,707$539,1600.13%
160APPLOVIN CORPAPP1,662$538,2050.13%
161AMERIPRISE FINL INC03076C1061,005$535,2370.13%
162RTX CORPORATIONRTX4,612$533,7170.13%
163FIRST TR EXCHANGE-TRADED FD33733E1046,062$532,3320.13%
164PPG INDS INC6935061074,448$531,2930.13%
165SERVICENOW INCNOW501$531,1200.13%
166COMCAST CORP NEWCCZ14,092$528,8850.13%
167J P MORGAN EXCHANGE TRADED F46641Q83710,482$527,9780.13%
168BLACKROCK INCBLK514$526,8080.13%
169T-MOBILE US INCTMUSZ2,386$526,6040.13%
170SIMPLIFY EXCHANGE TRADED FUN82889N69918,643$519,9520.13%
171VANGUARD INDEX FDS9229085382,047$519,4260.13%
172SNAP ON INCSNA1,524$517,4700.13%
173ORACLE CORPORCL-PD3,104$517,3280.13%
174AMERICAN CENTY ETF TR0250728775,334$514,8910.13%
175BECTON DICKINSON & COBDX2,268$514,6430.13%
176PAYCHEX INCPAYX3,627$508,6030.13%
177SELECT SECTOR SPDR TR81369Y5065,880$503,7240.12%
178VANGUARD INDEX FDS9229085951,780$498,4640.12%
179EA SERIES TRUST02072L43316,373$497,7310.12%
180SERVICE CORP INTL8175651046,219$496,3890.12%
181VANGUARD SCOTTSDALE FDS92206C8706,170$495,2660.12%
182ISHARES TR4642874576,029$494,2330.12%
183DIAMONDBACK ENERGY INCFANG3,006$492,4730.12%
184CHEMED CORP NEWCHE928$491,6540.12%
1852023 ETF SERIES TRUST II90139K60520,066$490,6140.12%
186AUTOZONE INCAZO153$488,8080.12%
187SELECT SECTOR SPDR TR81369Y86011,916$484,6110.12%
188LITMAN GREGORY FDS TR53700T82718,434$482,2330.12%
189GENERAL DYNAMICS CORPGD1,819$479,3450.12%
190PROGRESSIVE CORP7433151031,992$477,3450.12%
191FIDELITY NATIONAL FINANCIALFNF8,445$474,1020.12%
192ETF SER SOLUTIONS26922A22211,608$467,1170.12%
193SALESFORCE INCCRM1,396$466,7820.12%
194GLOBE LIFE INCGL-PD4,158$463,7000.11%
195FASTENAL COFAST6,430$462,3810.11%
196NOVO-NORDISK A SNONOF5,337$459,1060.11%
197ZIMMER BIOMET HOLDINGS INCZBH4,318$456,1100.11%
198ASML HOLDING N VASMLF655$454,0060.11%
199DISCOVER FINL SVCS2547091082,616$453,2550.11%
200BERKLEY W R CORPWRB-PH7,715$451,4800.11%
201BAXTER INTL INC07181310915,395$448,9180.11%
202LAM RESEARCH CORPLRCX6,167$445,4420.11%
203MONDELEZ INTL INC6092071057,448$444,8810.11%
204ISHARES TR4642876141,103$442,8000.11%
205INNOVATOR ETFS TRUSTINHD16,562$436,5720.11%
206ISHARES TR46432F8598,867$423,5770.10%
207STIFEL FINL CORP8606301023,936$417,5530.10%
208PIMCO ETF TR72201R6278,141$416,0050.10%
209GLOBAL PMTS INC37940X1023,698$414,4460.10%
210SPDR SER TR78464A37512,614$413,2350.10%
211ANSYS INC03662Q1051,218$410,8680.10%
212COPART INCCPRT7,135$409,4780.10%
213MCKESSON CORPMCK718$409,1890.10%
214APPLIED MATLS INC0382221052,507$407,6490.10%
215VANGUARD INDEX FDS9229085534,555$405,7360.10%
216EXPEDIA GROUP INCEXPE2,167$403,7770.10%
217KEURIG DR PEPPER INCKDP12,516$402,0170.10%
218PGIM ETF TR69344A1078,110$401,8500.10%
219BARRICK GOLD CORP06790110825,669$397,8710.10%
220THE TRADE DESK INC88339J1053,380$397,2510.10%
221VULCAN MATLS CO9291601091,536$394,9790.10%
222DIREXION SHS ETF TR25459Y2074,367$392,0320.10%
223BANK AMERICA CORP0605051048,914$391,7750.10%
224ROPER TECHNOLOGIES INCROP750$389,6680.10%
225MARKEL GROUP INCMKL225$388,4020.10%
226WASTE MGMT INC DEL94106L1091,916$386,5550.10%
227COCA-COLA EUROPACIFIC PARTNECCEP5,020$385,5860.10%
228SYNOPSYS INCSNPS794$385,3760.10%
229SHELL PLCRYDAF5,981$374,6930.09%
230BONDBLOXX ETF TRUST09789C8617,533$373,1740.09%
231ROCKET LAB USA INCRKLB14,643$372,9570.09%
232SPDR SER TR78468R6634,077$372,7650.09%
233CAPITAL ONE FINL CORP14040H1052,077$370,4040.09%
234JOHN HANCOCK EXCHANGE TRADED47804J79217,029$365,9530.09%
235INGREDION INCINGR2,626$361,2330.09%
236CANADIAN PACIFIC KANSAS CITYCP4,951$358,3260.09%
237BOOKING HOLDINGS INCBKNG72$357,7260.09%
238VERTEX PHARMACEUTICALS INCVRTX888$357,5980.09%
239METLIFE INCMET-PF4,362$357,1500.09%
240CADENCE DESIGN SYSTEM INCCDNS1,181$354,8430.09%
241VANGUARD INDEX FDS9229086296,651$350,1250.09%
242SHERWIN WILLIAMS COSHW1,028$349,5370.09%
243PHILLIPS 66PSX3,046$347,0660.09%
244SBA COMMUNICATIONS CORP NEWSBAC1,692$344,8340.09%
245BROOKFIELD CORP11271J1075,994$344,3550.09%
246DOLLAR TREE INCDLTR4,583$343,4500.08%
247CHIPOTLE MEXICAN GRILL INCCMG5,631$339,5360.08%
248AMERICAN EXPRESS COAXP1,143$339,1230.08%
249STATE STR CORPSTT-PG3,453$338,9370.08%
250TOTALENERGIES SETTE6,202$338,0090.08%
251SEA LTDSE3,172$336,5490.08%
252EATON CORP PLCETN1,008$334,5900.08%
253HEICO CORP NEWHEI-A1,798$334,5720.08%
254QUANTA SVCS INC74762E1021,053$332,7970.08%
255WISDOMTREE TRWT14,800$329,1520.08%
256VANGUARD WORLD FD9219107333,131$328,4110.08%
257ICON PLCICLR1,563$327,7770.08%
258SELECT SECTOR SPDR TR81369Y8864,300$325,4620.08%
259PALO ALTO NETWORKS INCPANW1,772$322,4330.08%
260KLA CORPKLAC511$322,0940.08%
261AVALONBAY CMNTYS INCAWX1,464$322,0850.08%
262ISHARES TR4642876551,450$320,4530.08%
263LENNAR CORPLEN-B2,325$317,0740.08%
264COLUMBIA ETF TR II19762B20210,533$311,7770.08%
265OLLIES BARGAIN OUTLET HLDGS6811161092,834$310,9750.08%
266PROLOGIS INC.PLDGP2,908$307,4090.08%
267SELECT SECTOR SPDR TR81369Y1003,648$306,9750.08%
268HALEON PLCHLNCF32,062$305,8680.08%
269VANGUARD SPECIALIZED FUNDS9219088441,560$305,5340.08%
270SCHWAB STRATEGIC TR80852484714,413$303,5380.08%
271BURLINGTON STORES INCBURL1,051$299,5980.07%
272UNITED RENTALS INCURI425$299,2010.07%
273PALANTIR TECHNOLOGIES INCPLTR3,915$296,0910.07%
274NORTHROP GRUMMAN CORPNOC624$292,7570.07%
275DIAGEO PLCDGEAF2,300$292,3380.07%
276RENTOKIL INITIAL PLCRKLIF11,513$291,5090.07%
277JANUS DETROIT STR TR47103U8865,950$291,0140.07%
278EQUINIX INCEQIX306$288,8660.07%
279ISHARES TR46432F3391,620$288,5420.07%
280T ROWE PRICE ETF INC87283Q8268,860$285,6920.07%
281VANECK ETF TRUST92189F6433,075$285,1290.07%
282L3HARRIS TECHNOLOGIES INCLHX1,348$283,4140.07%
283FIRST TR EXCHNG TRADED FD VI33740F8396,578$281,9910.07%
284BOSTON SCIENTIFIC CORPBSX3,107$277,5080.07%
285OLD DOMINION FREIGHT LINE INODFL1,556$274,4880.07%
286AMERICAN TOWER CORP NEW03027X1001,493$273,7500.07%
287JANUS DETROIT STR TR47103U8526,173$272,7230.07%
288STARBUCKS CORPSBUX2,986$272,5170.07%
289WISDOMTREE TRWT3,367$272,4700.07%
290HONDA MOTOR LTDHNDAF9,460$270,0830.07%
291KKR & CO INCKKRT1,806$267,1910.07%
292FERRARI N VRACE624$265,1040.07%
293GARTNER INCIT547$265,0050.07%
294NNN REIT INCNNN6,407$261,7260.06%
295INVESCO EXCHANGE TRADED FD TIVZ1,475$258,4760.06%
296JOHN HANCOCK EXCHANGE TRADED47804J2064,290$256,2420.06%
297ISHARES TR4642875074,091$254,9100.06%
298FIRST TR EXCHNG TRADED FD VI33740U6128,241$254,4820.06%
299OCCIDENTAL PETE CORP6745991055,120$252,9790.06%
300EXLSERVICE HOLDINGS INCEXLS5,553$246,4420.06%
301STRYKER CORPORATIONSYK683$246,0220.06%
302MOELIS & COMC3,313$244,7890.06%
303AGNC INVT CORP00123Q10426,136$240,7130.06%
304WORKDAY INCWDAY925$238,6780.06%
305ZOETIS INCZTS1,456$237,2590.06%
306REINSURANCE GRP OF AMERICA I7593516041,110$237,1660.06%
307ISHARES TR4642872262,434$235,8550.06%
308INTEGER HLDGS CORPITGR1,762$233,5000.06%
309SELECTIVE INS GROUP INC8163001072,496$233,3970.06%
310VANGUARD BD INDEX FDS9219378273,018$233,2010.06%
311ISHARES ETHEREUM TR46438R1059,151$231,4290.06%
312CULLEN FROST BANKERS INCCFR-PB1,724$231,4100.06%
313ISHARES TR4642884142,163$230,4680.06%
314BLACKSTONE INCBX1,336$230,3620.06%
315WEC ENERGY GROUP INCWEC2,436$229,0930.06%
316IDACORP INCIDA2,096$229,0590.06%
317SOUTHSTATE CORPORATIONSSB2,296$228,4260.06%
318ENOVIS CORPORATIONENOV5,192$227,8250.06%
319TARGET CORPTGT1,670$225,7120.06%
320CONSTELLATION BRANDS INCSTZ1,007$222,5170.06%
321CONOCOPHILLIPSCOP2,206$218,7420.05%
322PIMCO ETF TR72201R7752,398$216,8040.05%
323ENPRO INCNPO1,253$216,1450.05%
324FIRST TR EXCHNG TRADED FD VI33740F6985,137$215,6530.05%
325DUKE ENERGY CORP NEWDUKB1,995$214,9500.05%
326EQT CORPEQT4,616$212,8630.05%
327D R HORTON INC23331A1091,504$210,3550.05%
328TETRA TECH INC NEWTTEK5,263$209,6800.05%
329ICF INTL INC44925C1031,757$209,4890.05%
330MONSTER BEVERAGE CORP NEWMNST3,933$206,7180.05%
331VANGUARD SCOTTSDALE FDS92206C4092,581$201,3440.05%
332FS CREDIT OPPORTUNITIES CORPFSCO28,800$196,4160.05%
333PERMIAN RESOURCES CORPPR11,908$171,2390.04%
334WESTROCK COFFEE COWEST26,165$167,9790.04%
335STANDARD LITHIUM LTDSLI58,972$86,0990.02%
336LLOYDS BANKING GROUP PLCLLOBF22,777$61,9530.02%
337EVGO INCEVGOW14,500$58,7250.01%