0001766228-22-000001.txt : 20220214 0001766228-22-000001.hdr.sgml : 20220214 20220214093406 ACCESSION NUMBER: 0001766228-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22626254 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 12-31-2021 12-31-2021 Legacy Capital Wealth Partners, LLC
8315 CANTRELL ROAD SUITE 200 LITTLE ROCK AR 72227
13F HOLDINGS REPORT 028-20903 N
ROBERT C. ROBERTS CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER (501) 376-7878 ROBERT C. ROBERTS LITTLE ROCK AR 02-14-2022 0 41 242251 false
INFORMATION TABLE 2 13F_LegacyCapital_2021Q4.xml Amazon.com Inc Stock 023135106 240 73 SH SOLE 0 0 73 Apple Inc Stock 037833100 291 1642 SH SOLE 0 0 1642 First Trust Intl Equity Opps ETF 33734X853 8322 144462 SH SOLE 0 0 144462 First Trust Low Duration Opps ETF ETF 33739Q200 4244 84904 SH SOLE 0 0 84904 First Trust Lunt US Factor Rotation ETF 33733E872 12516 352155 SH SOLE 0 0 352155 First Trust Multi-Manager Large Growth ETF 33740F789 15979 588337 SH SOLE 0 0 588337 First Trust Senior Loan ETF 33738D309 5974 124661 SH SOLE 0 0 124661 First Trust TCW Opportunistic Fxd Inc ETF 33740F805 8327 156480 SH SOLE 0 0 156480 First Trust Value Line Dividend ETF ETF 33734H106 17991 420273 SH SOLE 0 0 420273 FT Cboe Vest US Equity Buffer June ETF 33740F722 17103 450323 SH SOLE 0 0 450323 FT NASDAQ Rising Dividend Achievers ETF 33738R506 18019 349705 SH SOLE 0 0 349705 Global X MLP & Energy Infrastructure ETF 37954Y293 1992 51777 SH SOLE 0 0 51777 Global X NASDAQ 100 Covered Call ETF ETF 37954Y483 1338 63421 SH SOLE 0 0 63421 Invesco Buyback Achievers ETF ETF 46137V308 13557 141999 SH SOLE 0 0 141999 Invesco Glb ST High-Yield Bond ETF 46138E669 5973 279515 SH SOLE 0 0 279515 Invesco S&P 500 Revenue ETF 46138G698 14377 180377 SH SOLE 0 0 180377 iShares Core MSCI EAFE ETF 46432F842 15981 214111 SH SOLE 0 0 214111 iShares Core S&P Small-Cap ETF 464287804 13057 116233 SH SOLE 0 0 116233 iShares JP Morgan USD Em Mkts Bond ETF 464288281 1645 15600 SH SOLE 0 0 15600 iShares MSCI Global Min Vol Factor ETF 464286525 14867 139441 SH SOLE 0 0 139441 iShares Preferred & Income Securities ETF ETF 464288687 2407 63896 SH SOLE 0 0 63896 Janus Henderson Short Duration Inc ETF ETF 47103U886 461 9310 SH SOLE 0 0 9310 Janus Henderson Small/Md Cp Gr Alpha ETF 47103U209 5972 88102 SH SOLE 0 0 88102 JPMorgan Ultra-Short Income ETF 46641Q837 459 9088 SH SOLE 0 0 9088 Nationwide Risk-Managed Income ETF ETF 26922A172 1217 47356 SH SOLE 0 0 47356 VanEck CEF Municipal Income ETF ETF 92189F460 2491 91666 SH SOLE 0 0 91666 VanEck Mortgage REIT Income ETF ETF 92189F452 1617 91486 SH SOLE 0 0 91486 Vanguard Mid Cap Index ETF ETF 922908629 16767 66594 SH SOLE 0 0 66594 Vanguard Total Intl Bond Index ETF 92203J407 3736 67739 SH SOLE 0 0 67739 Ares Capital Corp Stock 04010L103 1288 60766 SH SOLE 0 0 60766 Capital Southwest Corp Stock 140501107 1258 49780 SH SOLE 0 0 49780 Gladstone Investment Corp Stock 376546107 1558 91223 SH SOLE 0 0 91223 Golub Capital BDC Inc Stock 38173M102 1216 78753 SH SOLE 0 0 78753 Goldman Sachs BDC Inc Stock 38147U107 1184 60391 SH SOLE 0 0 60391 Hercules Capital Inc Stock 427096508 1183 71322 SH SOLE 0 0 71322 Main Street Capital Corp Stock 56035L104 1273 28367 SH SOLE 0 0 28367 Oaktree Specialty Lending Corp Stock 67401P108 1358 182039 SH SOLE 0 0 182039 OWL ROCK CAPITAL ORD Stock 69121K104 1199 82828 SH SOLE 0 0 82828 SLR Senior Investment Corp Stock 83416M105 1100 78121 SH SOLE 0 0 78121 TriplePoint Venture Growth BDC Corp Stock 89677Y100 1422 79187 SH SOLE 0 0 79187 Sixth Street Specialty Lending Inc Stock 83012A109 1292 54286 SH SOLE 0 0 54286