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
|
$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
|