Charis Legacy Partners, LLC Portfolio Holdings by Sector
Charis Legacy Partners, LLC
- $60.7 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VXUS VXF BND USFR RSP VEU VEA 21 stocks |
$51.7 Million
85.08% of portfolio
|
  9  
|
  5  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.32 Million
8.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$1.74 Million
2.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.01 Million
1.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$648,311
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$345,952
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|