0001766228-21-000001.txt : 20210216 0001766228-21-000001.hdr.sgml : 20210216 20210216131330 ACCESSION NUMBER: 0001766228-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Legacy Capital Wealth Partners, LLC CENTRAL INDEX KEY: 0001766228 IRS NUMBER: 823721165 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20903 FILM NUMBER: 21635395 BUSINESS ADDRESS: STREET 1: 8315 CANTRELL ROAD STREET 2: SUITE 200 CITY: LITTLE ROCK STATE: AR ZIP: 72227 BUSINESS PHONE: 5013767878 MAIL ADDRESS: STREET 1: 8315 CANTRELL ROAD STREET 2: SUITE 200 CITY: LITTLE ROCK STATE: AR ZIP: 72227 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001766228 XXXXXXXX 12-31-2020 12-31-2020 Legacy Capital Wealth Partners, LLC

8315 CANTRELL ROAD SUITE 200 LITTLE ROCK AR 72227

13F HOLDINGS REPORT 028-20903 N Robert Roberts (501) 376-7878 Robert Roberts Little Rock AR 02-16-2021 0 90 233425 false INFORMATION TABLE 2 13FLegacyQ42020.xml Abbott Laboratories Common Stock 002824100 104 944 SH SOLE 0 0 944 Accenture PLC A Common Stock G1151C101 733 2808 SH SOLE 0 0 2808 Akamai Technologies Inc Common Stock 00971T101 88 843 SH SOLE 0 0 843 Amazon.com Inc Common Stock 023135106 257 79 SH SOLE 0 0 79 Amphenol Corp Common Stock 032095101 130 993 SH SOLE 0 0 993 Ansys Inc Common Stock 03662Q105 278 764 SH SOLE 0 0 764 Apple Inc Common Stock 037833100 435 3280 SH SOLE 0 0 3280 Applied Materials Inc Common Stock 038222105 91 1060 SH SOLE 0 0 1060 Ares Capital Corp Common Stock 04010L103 1052 62261 SH SOLE 0 0 62261 ASML Holding NV Common Stock N07059210 221 454 SH SOLE 0 0 454 Broadridge Financial Solutions Inc Common Stock 11133T103 468 3046 SH SOLE 0 0 3046 Capital Southwest Corp Common Stock 140501107 959 54044 SH SOLE 0 0 54044 Chevron Corp Common Stock 166764100 355 4202 SH SOLE 0 0 4202 Chubb Ltd Common Stock H1467J104 477 3083 SH SOLE 0 0 3083 Church & Dwight Co Inc Common Stock 171340102 84 1197 SH SOLE 0 0 1197 Cisco Systems Inc Common Stock 17275R102 365 8152 SH SOLE 0 0 8152 Eaton Corp PLC Common Stock G29183103 267 2223 SH SOLE 0 0 2223 Facebook Inc A Common Stock 30303M102 229 793 SH SOLE 0 0 793 Fidelity National Financial Inc Common Stock 31620R303 370 9466 SH SOLE 0 0 9466 First Horizon Corp Common Stock 320517105 432 33535 SH SOLE 0 0 33535 First Trust Hrzn Mgd Vol Dev Intl ETF 33739P871 11369 372377 SH SOLE 0 0 372377 First Trust Low Duration Opps ETF ETF 33739Q200 3665 71212 SH SOLE 0 0 71211 First Trust Senior Loan ETF 33738D309 4997 104992 SH SOLE 0 0 104992 First Trust TCW Opportunistic Fxd Inc ETF 33740F805 7169 130991 SH SOLE 0 0 130990 First Trust US Equity Opportunities ETF 336920103 17641 149108 SH SOLE 0 0 149107 First Trust Value Line Dividend ETF ETF 33734H106 18412 525027 SH SOLE 0 0 525027 FT Cboe Vest US Equity Buffer June ETF 33740F722 16632 488177 SH SOLE 0 0 488177 Genuine Parts Co Common Stock 372460105 405 3997 SH SOLE 0 0 3997 Global X MLP & Energy Infrastructure ETF Exchange Traded Fund 37954Y293 1188 44080 SH SOLE 0 0 44080 Global X NASDAQ 100 Covered Call ETF ETF 37954Y483 8166 358153 SH SOLE 0 0 358153 Goldman Sachs BDC Inc Common Stock 38147U107 1115 56912 SH SOLE 0 0 56912 HDFC Bank Ltd Common Stock 40415F101 232 3217 SH SOLE 0 0 3217 Heico Corp Common Stock 422806208 383 3276 SH SOLE 0 0 3276 Hercules Capital Inc Common Stock 427096508 1070 74189 SH SOLE 0 0 74189 IDEXX Laboratories Inc Common Stock 45168D104 119 237 SH SOLE 0 0 237 Invesco Glb ST High-Yield Bond ETF 46138E669 5137 231361 SH SOLE 0 0 231360 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 2780 49429 SH SOLE 0 0 49429 iShares Core MSCI EAFE ETF 46432F842 14179 205226 SH SOLE 0 0 205225 iShares Core S&P Small-Cap Exchange Traded Fund 464287804 10496 114210 SH SOLE 0 0 114210 iShares Edge MSCI Min Vol Global Exchange Traded Fund 464286525 3955 40811 SH SOLE 0 0 40811 iShares Expanded Tech-Software Sect ETF Exchange Traded Fund 464287515 3015 8515 SH SOLE 0 0 8515 iShares JPMorgan USD Emerg Markets Bond Exchange Traded Fund 464288281 2281 19682 SH SOLE 0 0 19682 iShares Mortgage Real Estate ETF Exchange Traded Fund 46435G342 1649 51759 SH SOLE 0 0 51759 iShares Preferred&Income Securities ETF Exchange Traded Fund 464288687 2304 59829 SH SOLE 0 0 59829 iShares U.S. Healthcare ETF Exchange Traded Fund 464287762 2985 12137 SH SOLE 0 0 12137 Kellogg Co Common Stock 487836108 435 6984 SH SOLE 0 0 6984 Lockheed Martin Corp Common Stock 539830109 106 297 SH SOLE 0 0 297 Lowe's Companies Inc Common Stock 548661107 588 3666 SH SOLE 0 0 3666 LVMH Moet Hennessy Louis Vuitton SE Common Stock 502441306 253 2030 SH SOLE 0 0 2030 Medtronic PLC Common Stock G5960L103 704 5983 SH SOLE 0 0 5983 MercadoLibre Inc Common Stock 58733R102 377 225 SH SOLE 0 0 225 Merck & Co Inc Common Stock 58933Y105 125 1526 SH SOLE 0 0 1526 Mettler Toledo International Com Stock 592688105 224 197 SH SOLE 0 0 197 Microsoft Corp Common Stock 594918104 692 3113 SH SOLE 0 0 3113 Mondelez International Inc Class A Common Stock 609207105 517 8800 SH SOLE 0 0 8800 Moody's Corporation Common Stock 615369105 255 878 SH SOLE 0 0 878 MSCI Inc Common Stock 55354G100 100 224 SH SOLE 0 0 224 NATIONWIDE RISK MANAGD INCOME ETF Exchange Traded Fund 26922A172 752 27335 SH SOLE 0 0 27335 NVIDIA Corp Common Stock 67066G104 106 203 SH SOLE 0 0 203 OWL ROCK CAPITAL ORD Common Stock 69121K104 1101 84731 SH SOLE 0 0 84731 Procter & Gamble Co Common Stock 742718109 80 574 SH SOLE 0 0 574 Quest Diagnostics Inc Common Stock 74834L100 366 3073 SH SOLE 0 0 3073 Roper Technologies Inc Common Stock 776696106 206 478 SH SOLE 0 0 478 SAP SE ADR Common Stock 803054204 337 2583 SH SOLE 0 0 2583 Shopify Inc Common Stock 82509L107 233 206 SH SOLE 0 0 206 Sixth Street Specialty Lending Inc Common Stock 83012A109 1062 50226 SH SOLE 0 0 50226 Skyworks Solutions Inc Common Stock 83088M102 86 568 SH SOLE 0 0 568 Solar Senior Capital Ltd Common Stock 83416M105 1098 75426 SH SOLE 0 0 75426 SPDR Portfolio Emerging Markets ETF 78463X509 15302 362949 SH SOLE 0 0 362949 Spdr S&P Dividend Etf ETF 78464A763 2898 27361 SH SOLE 0 0 27361 SPDR Blmbg Barclays Convert Secs ETF Exchange Traded Fund 78464A359 2262 27320 SH SOLE 0 0 27320 SS&C Technologies Holdings Inc Common Stock 78467J100 430 5909 SH SOLE 0 0 5909 Taiwan Semiconductor Manufacturing Co Ltd Common Stock 874039100 391 3571 SH SOLE 0 0 3571 Texas Instruments Inc Common Stock 882508104 609 3709 SH SOLE 0 0 3709 Texas Pacific Land Trust Common Stock 88262P102 249 343 SH SOLE 0 0 343 Thermo Fisher Scientific Inc Common Stock 883556102 186 399 SH SOLE 0 0 399 TJX Companies Inc Common Stock 872540109 317 4638 SH SOLE 0 0 4638 Tractor Supply Co Common Stock 892356106 355 2525 SH SOLE 0 0 2525 TriplePoint Venture Growth BDC Corp Common Stock 89677Y100 1104 83889 SH SOLE 0 0 83889 Truist Finl Corp Com Common Stock 89832Q109 387 8073 SH SOLE 0 0 8073 United Parcel Service Inc Class B Common Stock 911312106 361 2144 SH SOLE 0 0 2144 VanEck Vectors BDC Income ETF Exchange Traded Fund 92189F411 3170 230818 SH SOLE 0 0 230818 VanEck Vectors CEF Municipal Income ETF Exchange Traded Fund 92189F460 2151 75180 SH SOLE 0 0 75180 Vanguard Consumer Staples ETF Exchange Traded Fund 92204A207 2881 16568 SH SOLE 0 0 16568 Vanguard Mid Cap Index ETF ETF 922908629 23196 112181 SH SOLE 0 0 112181 Vanguard Total Intl Bond Index ETF 92203J407 3409 58221 SH SOLE 0 0 58221 Visa Inc Class A Common Stock 92826C839 798 3647 SH SOLE 0 0 3647 WisdomTree Emg Mkts ex-State Owned ETF 97717X578 13757 346779 SH SOLE 0 0 346779 Zimmer Biomet Holdings Inc Common Stock 98956P102 504 3265 SH SOLE 0 0 3265 Zoetis Inc Common Stock 98978V103 166 1001 SH SOLE 0 0 1001