LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CIK 2071183 · Holdings on Dec 31, 2024 · First reported Jun 4, 2025
Top ten holdings
Q4 2024- SPY14.27%
- QQQM10.43%
- JAAA7.33%
- COWZ6.77%
- CGGO4.15%
- AAPL3.50%
- RCL3.00%
- NVDA2.48%
- AMZN2.38%
- AVGO2.34%
Share classes counted separately56.65%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $14.37M | 14.27% | 24.52K shares | Prior unavailable — | — | ↗▾ |
| 02 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $10.51M | 10.43% | 49.93K shares | Prior unavailable — | — | ↗▾ |
| 03 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $7.38M | 7.33% | 145.50K shares | Prior unavailable — | — | ↗▾ |
| 04 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $6.81M | 6.77% | 120.66K shares | Prior unavailable — | — | ↗▾ |
| 05 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $4.18M | 4.15% | 142.97K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $3.52M | 3.50% | 14.07K shares | Prior unavailable — | — | ↗▾ |
| 07 | RCLROYAL CARIBBEAN CRUISES LTD View history and evidence | $3.02M | 3.00% | 13.10K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $2.49M | 2.48% | 18.58K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $2.39M | 2.38% | 10.90K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVGOBROADCOM INC View history and evidence | $2.36M | 2.34% | 10.17K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2071183 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-06-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100714684
}Research all 51 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.