Family Legacy Financial Solutions, LLC Portfolio Holdings by Sector

Family Legacy Financial Solutions, LLC

$118 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs USFR SCHX UDEC SCHM SCHA STIP SCHF SPY 63 stocks	$57.3 Million 49.85% of portfolio	63	-	63	-	0 Calls 0 Puts
Semiconductors \| Technology AMD NVDA MRVL SWKS ADI QCOM WOLF 7 stocks	$13.8 Million 12.04% of portfolio	7	-	7	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare PKI DHR RDNT CRL 4 stocks	$10.7 Million 9.33% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK BMY PFE 6 stocks	$7.42 Million 6.45% of portfolio	6	-	6	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT DXCM 3 stocks	$4.72 Million 4.1% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW MSFT ADBE ORCL IOT PLTR CRWD PATH 10 stocks	$3.59 Million 3.12% of portfolio	10	-	10	-	0 Calls 0 Puts
Software—Application \| Technology SAP CRM NOW SHOP TTD COIN SOUN U 10 stocks	$2.29 Million 2.0% of portfolio	10	-	10	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$1.55 Million 1.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR BLDR 2 stocks	$1.49 Million 1.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Health Information Services \| Healthcare DOCS 1 stocks	$1.46 Million 1.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI DOV EMR 3 stocks	$1.34 Million 1.16% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F TSLA RACE GM RIVN LCID 6 stocks	$1.18 Million 1.02% of portfolio	6	-	6	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$1.15 Million 1.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities D ED DUK PPL AEP 5 stocks	$1.14 Million 0.99% of portfolio	5	-	5	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV GRMN 2 stocks	$808,815 0.7% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$700,050 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT NOC 2 stocks	$560,838 0.49% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$340,419 0.3% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN ETSY SE 3 stocks	$340,313 0.3% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$320,463 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare HOLX BDX 2 stocks	$303,464 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$300,681 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH BCRX EXEL SGMO KURA 5 stocks	$280,823 0.24% of portfolio	5	-	5	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare UHS 1 stocks	$221,348 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical CMG MCD SBUX WING 4 stocks	$220,327 0.19% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN CNX CHK OXY EOG 5 stocks	$180,037 0.16% of portfolio	5	-	5	-	0 Calls 0 Puts
Communication Equipment \| Technology LITE CSCO VIAV 3 stocks	$170,049 0.15% of portfolio	3	-	3	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT BE 2 stocks	$129,826 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$123,832 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF V MA PYPL 4 stocks	$106,036 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Information Technology Services \| Technology AI 1 stocks	$103,194 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB HBAN PNC USB 4 stocks	$98,370 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$80,129 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC JPM 3 stocks	$76,062 0.07% of portfolio	3	-	3	-	0 Calls 0 Puts
Airlines \| Industrials DAL LUV 2 stocks	$64,200 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$34,303 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP MP 2 stocks	$27,709 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$22,731 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS SCHW PWP MKTX 4 stocks	$20,618 0.02% of portfolio	4	-	4	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$16,753 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$11,930 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL KMB 3 stocks	$10,602 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$10,491 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive K LW 2 stocks	$9,664 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$9,422 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB AFG 2 stocks	$7,482 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PPG DD 2 stocks	$6,800 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$5,464 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HLX 1 stocks	$4,873 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials STN 1 stocks	$4,564 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$3,756 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive CALM 1 stocks	$3,708 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$3,583 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI 1 stocks	$3,204 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$3,130 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology RGTI IONQ 2 stocks	$2,778 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2,561 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$2,544 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$2,013 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$1,621 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$1,501 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Marine Shipping \| Industrials ASC 1 stocks	$960 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy PTEN 1 stocks	$417 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS 1 stocks	$411 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$234 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology ENPH 1 stocks	$198 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T LUMN 2 stocks	$187 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services STK 1 stocks	$160 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical LOVE 1 stocks	$54 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Legacy Financial Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Legacy Financial Solutions, LLC with notifications on news.

Account

Family Legacy Financial Solutions, LLC Portfolio Holdings by Sector

Family Legacy Financial Solutions, LLC

Track Family Legacy Financial Solutions, LLC Portfolio

Portfolio Update

News