Family Legacy Financial Solutions, LLC Portfolio Holdings by Sector
Family Legacy Financial Solutions, LLC
- $131 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USFR SCHX SCHM UDEC SCHA STIP SCHF SPY 73 stocks |
$66.4 Million
52.78% of portfolio
|
41
|
21
|
25
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD NVDA MRVL SWKS ADI QCOM 6 stocks |
$15.6 Million
12.44% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR PKI RDNT 3 stocks |
$10 Million
7.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ PFE MRK BMY 6 stocks |
$7.43 Million
5.91% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK DXCM ABT 3 stocks |
$4.12 Million
3.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT ORCL IOT PLTR CRWD PATH OKTA 9 stocks |
$3.84 Million
3.05% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
DOCS 1 stocks |
$1.94 Million
1.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP CRM NOW SHOP TTD COIN SOUN U 11 stocks |
$1.94 Million
1.54% of portfolio
|
2
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI DOV EMR 3 stocks |
$1.86 Million
1.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1.62 Million
1.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR BLDR 2 stocks |
$1.34 Million
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.3 Million
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F RACE RIVN 4 stocks |
$1.29 Million
1.03% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D ED DUK PPL AEP 5 stocks |
$1.15 Million
0.92% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV GRMN 2 stocks |
$1.07 Million
0.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$741,632
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT HII NOC BA 4 stocks |
$622,194
0.49% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL GENI 4 stocks |
$443,583
0.35% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$327,637
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN ETSY 2 stocks |
$279,407
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
UHS 1 stocks |
$248,803
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH BCRX KURA 3 stocks |
$240,370
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$221,165
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$207,886
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT BE 2 stocks |
$155,503
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$133,892
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN CNX COP CHK EOG 5 stocks |
$124,541
0.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD SBUX WING 4 stocks |
$104,629
0.08% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF V MA PYPL 4 stocks |
$102,577
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB PNC HBAN USB 4 stocks |
$101,416
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC 3 stocks |
$96,899
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AI IBM BBAI KD 4 stocks |
$88,866
0.07% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$88,244
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$85,952
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$50,748
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MP BHP 2 stocks |
$42,507
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$41,466
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW MKTX 3 stocks |
$37,398
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$23,581
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$18,269
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K GIS KHC LW 4 stocks |
$17,765
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$17,248
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$13,602
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI IONQ QBTS 3 stocks |
$11,650
0.01% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$10,896
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD 2 stocks |
$10,300
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL KMB 3 stocks |
$10,021
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB AFG 2 stocks |
$7,552
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PPG DD 2 stocks |
$6,918
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T LUMN 2 stocks |
$5,854
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
HLX 1 stocks |
$5,123
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$4,956
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN 1 stocks |
$4,528
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$4,206
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$4,150
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$3,927
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
CALM 1 stocks |
$3,578
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$3,086
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$2,840
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,784
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$2,316
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$1,757
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$1,677
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$1,309
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
DKS 1 stocks |
$465
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
PTEN 1 stocks |
$370
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$259
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$199
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
STK 1 stocks |
$189
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$177
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$119
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|