Family Legacy, Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $277 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.78M, Apple Inc. with a value of $7.17M, Jpmorgan Chase & CO with a value of $6.67M, Eli Lilly & CO with a value of $6.58M, and Caterpillar Inc with a value of $6.57M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $261M to 277M.

Below you can find more details about Family Legacy, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $277 Million
ETFs: $55.9 Million
Healthcare: $39.4 Million
Industrials: $37.8 Million
Technology: $34.6 Million
Financial Services: $31.6 Million
Consumer Defensive: $24.4 Million
Consumer Cyclical: $22.3 Million
Utilities: $8.4 Million
Other: $22.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 119
  • Current Value $277 Million
  • Prior Value $261 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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