Family Legacy Financial Solutions, LLC New Holdings in Q2 2025

Family Legacy Financial Solutions, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
377K
New
$50.28 - $50.47 $19M - $19M
377K $19B
SCHX
Schwab Strategic Tr Us Large C

ETFs
419K
New
$19.6 - $24.44 $8.22M - $10.2M
419K $10.2B
AMD
Advanced Micro Devices Inc

Technology
59.9K
New
$78.21 - $143.81 $4.69M - $8.61M
59.9K $8.5B
LLY
Eli Lilly & CO

Healthcare
8.59K
New
$713.71 - $898.95 $6.13M - $7.72M
8.59K $6.7B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
182K
New
$32.77 - $36.44 $5.96M - $6.62M
182K $6.62B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
192K
New
$22.92 - $28.05 $4.4M - $5.38M
192K $5.38B
PKI
Perkinelmer Inc

Healthcare
54.2K
New
N/A
54.2K $5.35B
DHR
Danaher Corp

Healthcare
26.4K
New
$174.64 - $205.16 $4.61M - $5.42M
26.4K $5.22B
SCHA
Schwab Strategic Tr Us Small C

ETFs
190K
New
$20.42 - $25.3 $3.89M - $4.81M
190K $4.81B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
42.5K
New
$102.02 - $103.5 $4.34M - $4.4M
42.5K $4.38B
PANW
Palo Alto Networks Inc

Technology
10.3K
New
$152.44 - $204.64 $1.57M - $2.1M
10.3K $2.1B
NVDA
Nvidia Corp

Technology
12.5K
New
$94.31 - $157.99 $1.18M - $1.98M
12.5K $1.98B
SAP
Sap Se

Technology
5.84K
New
$237.53 - $309.8 $1.39M - $1.81M
5.84K $1.77B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77.9K
New
$17.76 - $22.1 $1.38M - $1.72M
77.9K $1.72B
MRVL
Marvell Technology, Inc.

Technology
20.9K
New
$49.38 - $79.97 $1.03M - $1.67M
20.9K $1.62B
WM
Waste Management Inc

Industrials
6.79K
New
$216.47 - $242.1 $1.47M - $1.64M
6.79K $1.55B
DOCS
Doximity, Inc.

Healthcare
23.8K
New
$50.71 - $61.34 $1.21M - $1.46M
23.8K $1.46B
CARR
Carrier Global Corp

Industrials
17.8K
New
$55.55 - $75.83 $990K - $1.35M
17.8K $1.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
New
$496.48 - $617.85 $1.01M - $1.26M
2.04K $1.26B
MSFT
Microsoft Corp

Technology
2.48K
New
$354.56 - $497.45 $880K - $1.23M
2.48K $1.23B
TIP
Ishares Tr Tips Bd ETF

ETFs
10.8K
New
$107.93 - $110.97 $1.17M - $1.2M
10.8K $1.19B
Veralto Corp Com Shs
11.3K
New
N/A
11.3K $1.14B
COST
Costco Wholesale Corp

Consumer Defensive
1.14K
New
$908.13 - $1056.85 $1.04M - $1.21M
1.14K $1.13B
Linde PLC Shs
2.1K
New
N/A
2.1K $987M
SWKS
Skyworks Solutions, Inc.

Technology
11.8K
New
$49.2 - $74.95 $580K - $884K
11.8K $904M
ADI
Analog Devices Inc

Technology
3.42K
New
$164.6 - $238.02 $563K - $815K
3.42K $828M
CMI
Cummins Inc

Industrials
2.19K
New
$267.12 - $336.65 $585K - $737K
2.19K $717M
AAPL
Apple Inc.

Technology
3.41K
New
$172.42 - $223.89 $588K - $764K
3.41K $700M
DOV
Dover Corp

Industrials
3.34K
New
$151.14 - $186.7 $504K - $623K
3.34K $611M
FTV
Fortive Corp

Technology
11.5K
New
$52.13 - $74.29 $600K - $855K
11.5K $608M
F
Ford Motor CO

Consumer Cyclical
49.3K
New
$8.69 - $10.85 $428K - $535K
49.3K $535M
LMT
Lockheed Martin Corp

Industrials
1.05K
New
$430.82 - $486.45 $452K - $510K
1.05K $486M
TSLA
Tesla, Inc.

Consumer Cyclical
1.52K
New
$221.86 - $362.89 $338K - $553K
1.52K $484M
JNJ
Johnson & Johnson

Healthcare
2.77K
New
$146.36 - $159.82 $405K - $442K
2.77K $423M
D
Dominion Energy, Inc

Utilities
7.4K
New
$49.66 - $58.0 $368K - $429K
7.4K $419M
ED
Consolidated Edison Inc

Utilities
4.11K
New
$98.05 - $113.3 $403K - $465K
4.11K $412M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.53K
New
$113.67 - $150.4 $287K - $380K
2.53K $380M
CRM
Salesforce, Inc.

Technology
1.27K
New
$236.26 - $291.15 $301K - $370K
1.27K $347M
ABT
Abbott Laboratories

Healthcare
2.43K
New
$123.95 - $138.08 $302K - $336K
2.43K $331M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
659
New
$483.48 - $539.8 $319K - $356K
659 $320M
IVV
Ishares Core S&P 500 ETF

ETFs
514
New
$498.8 - $620.9 $256K - $319K
514 $319M
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
New
$167.32 - $223.3 $241K - $321K
1.44K $316M
META
Meta Platforms, Inc.

Communication Services
408
New
$484.66 - $738.09 $198K - $301K
408 $301M
DUK
Duke Energy Corp

Utilities
2.54K
New
$112.46 - $124.05 $286K - $316K
2.54K $300M
ABBV
Abb Vie Inc.

Healthcare
1.57K
New
$170.16 - $206.27 $266K - $323K
1.57K $291M
PEP
Pepsico Inc

Consumer Defensive
1.93K
New
$128.02 - $151.37 $247K - $292K
1.93K $255M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.6K
New
$18.94 - $21.67 $220K - $252K
11.6K $246M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.51K
New
$24.38 - $30.18 $183K - $227K
7.51K $226M
UHS
Universal Health Services Inc

Healthcare
1.22K
New
$157.05 - $197.94 $191K - $241K
1.22K $221M
Activity Summary
Buys All Purchases 246 New Holdings 246 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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