Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

  • $288 Million
  • Q1 2025

Family Legacy, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $288 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.92M, Microsoft Corp with a value of $7.67M, Arthur J. Gallagher & Co. with a value of $7.22M, Jpmorgan Chase & CO with a value of $7.15M, and Duke Energy Corp with a value of $6.05M.

Examining the 13F form we can see an decrease of $2.92M in the current position value, from $291M to 288M.

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

Portfolio value $288 Million
ETFs: $57.2 Million
Industrials: $38.9 Million
Financial Services: $37.5 Million
Healthcare: $36.2 Million
Technology: $35.4 Million
Consumer Defensive: $26.2 Million
Consumer Cyclical: $24.3 Million
Utilities: $10.7 Million
Other: $21.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$8.92 Million 3.1% of portfolio
40,159
Q1 2025 Reduced 2.32%
$3.75T
$7.67 Million 2.67% of portfolio
20,433
Q1 2025 Reduced 0.87%
$66.3B
$7.22 Million 2.51% of portfolio
20,909
Q1 2025 Reduced 7.67%
$831B
$7.15 Million 2.48% of portfolio
29,128
Q1 2025 Reduced 7.31%
$90.2B
$6.05 Million 2.1% of portfolio
49,633
Q1 2025 Reduced 0.28%
$748B
$5.98 Million 2.08% of portfolio
7,245
Q1 2025 Reduced 8.46%
$585B
$6 Million 2.08% of portfolio
17,110
Q1 2025 Reduced 1.37%
$300B
$5.84 Million 2.03% of portfolio
81,555
Q1 2025 Reduced 0.13%
$263B
$5.63 Million 1.96% of portfolio
64,166
Q1 2025 Reduced 4.43%
$380B
$5.57 Million 1.94% of portfolio
15,192
Q1 2025 Added 1.06%
$435B
$5.52 Million 1.92% of portfolio
5,839
Q1 2025 Reduced 4.01%
$212B
$5.5 Million 1.91% of portfolio
16,669
Q1 2025 Added 0.02%
$35.9B
$5.43 Million 1.89% of portfolio
23,285
Q1 2025 Added 0.15%
$140B
$5.41 Million 1.88% of portfolio
23,209
Q1 2025 Added 0.36%
$409B
$5.35 Million 1.86% of portfolio
32,266
Q1 2025 Reduced 0.05%
$2.27T
$5.11 Million 1.78% of portfolio
26,833
Q1 2025 Reduced 1.43%
$1.2T
$4.85 Million 1.69% of portfolio
29,205
Q1 2025 Reduced 1.18%
$373B
$4.71 Million 1.64% of portfolio
27,653
Q1 2025 Added 0.27%
$636B
$4.39 Million 1.52% of portfolio
31,368
Q1 2025 Reduced 1.21%
$283B
$4.18 Million 1.45% of portfolio
7,978
Q1 2025 Added 0.4%
$159B
$4.04 Million 1.4% of portfolio
12,954
Q1 2025 Reduced 0.07%
$168B
$3.91 Million 1.36% of portfolio
26,909
Q1 2025 Reduced 0.23%
$154B
$3.84 Million 1.34% of portfolio
8,189
Q1 2025 Reduced 1.47%
$121B
$3.81 Million 1.33% of portfolio
8,537
Q1 2025 Added 1.09%
$92.7B
$3.39 Million 1.18% of portfolio
14,644
Q1 2025 Added 0.16%
$100B
$3.29 Million 1.14% of portfolio
35,760
Q1 2025 Reduced 1.59%
$82.8B
$3.26 Million 1.13% of portfolio
2,357
Q1 2025 Added 4.62%
$212B
$3.15 Million 1.1% of portfolio
35,096
Q1 2025 Added 0.77%
$78.2B
$3.11 Million 1.08% of portfolio
6,076
Q1 2025 Added 0.15%
$108B
$3.05 Million 1.06% of portfolio
31,081
Q1 2025 Added 0.68%
$83.5B
$3.03 Million 1.05% of portfolio
6,957
Q1 2025 Added 1.84%
$274B
$2.78 Million 0.97% of portfolio
13,904
Q1 2025 Reduced 0.76%
$631B
$2.6 Million 0.9% of portfolio
4,873
Q1 2025 Reduced 0.73%
$376B
$2.48 Million 0.86% of portfolio
59,492
Q1 2025 Added 0.43%
$82.4B
$2.47 Million 0.86% of portfolio
9,078
Q1 2025 Reduced 0.08%
$185B
$2.34 Million 0.81% of portfolio
15,591
Q1 2025 Added 0.42%
$135B
$2.25 Million 0.78% of portfolio
13,198
Q1 2025 Added 1.62%
$337B
$2.21 Million 0.77% of portfolio
10,553
Q1 2025 Reduced 0.82%
$94.5B
$2.14 Million 0.74% of portfolio
6,497
Q1 2025 Added 0.48%
$98.2B
$2.1 Million 0.73% of portfolio
18,747
Q1 2025 Added 0.5%
$145B
$2.06 Million 0.72% of portfolio
8,728
Q1 2025 Reduced 0.09%
$116B
$2.08 Million 0.72% of portfolio
6,899
Q1 2025 Reduced 0.45%
$284B
$2.03 Million 0.71% of portfolio
32,875
Q1 2025 Reduced 0.29%
$70.1B
$1.99 Million 0.69% of portfolio
67,779
Q1 2025 Reduced 0.34%
$216B
$1.66 Million 0.58% of portfolio
5,312
Q1 2025 Added 0.21%
$432B
$1.6 Million 0.55% of portfolio
2
Q3 2017 New
$26.4B
$1.58 Million 0.55% of portfolio
7,601
Q1 2025 Added 2.14%
$217B
$1.55 Million 0.54% of portfolio
2,532
Q1 2025 Added 2.93%
$95.1B
$1.5 Million 0.52% of portfolio
25,043
Q1 2025 Reduced 3.57%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $288 Million
  • Prior Value $291 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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