Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

  • $291 Million
  • Q4 2024

Family Legacy, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.3M, Microsoft Corp with a value of $8.69M, Jpmorgan Chase & CO with a value of $7.53M, Arthur J. Gallagher & Co. with a value of $6.43M, and Eli Lilly & CO with a value of $6.11M.

Examining the 13F form we can see an decrease of $7.04M in the current position value, from $298M to 291M.

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

Portfolio value $291 Million
ETFs: $59.3 Million
Technology: $40.2 Million
Industrials: $37.4 Million
Financial Services: $35.7 Million
Healthcare: $34.2 Million
Consumer Defensive: $26.5 Million
Consumer Cyclical: $25.1 Million
Utilities: $9.36 Million
Other: $22.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$10.3 Million 3.54% of portfolio
41,112
Q4 2024 Reduced 0.46%
$2.9T
$8.69 Million 2.99% of portfolio
20,612
Q4 2024 Added 0.93%
$686B
$7.53 Million 2.59% of portfolio
31,425
Q4 2024 Reduced 2.06%
$69.2B
$6.43 Million 2.21% of portfolio
22,645
Q4 2024 Reduced 0.15%
$784B
$6.11 Million 2.1% of portfolio
7,915
Q4 2024 Added 2.82%
$988B
$6.11 Million 2.1% of portfolio
32,279
Q4 2024 Added 0.25%
$237B
$6.07 Million 2.09% of portfolio
67,140
Q4 2024 Reduced 0.33%
$181B
$6.05 Million 2.08% of portfolio
16,665
Q4 2024 Reduced 2.86%
$1.99T
$5.97 Million 2.06% of portfolio
27,222
Q4 2024 Added 0.27%
$31.2B
$5.98 Million 2.06% of portfolio
23,251
Q4 2024 Added 0.28%
$363B
$5.85 Million 2.01% of portfolio
15,033
Q4 2024 Added 0.85%
$914B
$5.84 Million 2.01% of portfolio
29,554
Q4 2024 Added 0.37%
$140B
$5.71 Million 1.96% of portfolio
23,126
Q4 2024 Added 0.35%
$406B
$5.57 Million 1.92% of portfolio
6,083
Q4 2024 Added 0.07%
$547B
$5.48 Million 1.89% of portfolio
17,348
Q4 2024 Added 0.78%
$93B
$5.36 Million 1.85% of portfolio
49,774
Q4 2024 Added 0.55%
$303B
$5.08 Million 1.75% of portfolio
81,661
Q4 2024 Added 0.15%
$426B
$4.67 Million 1.61% of portfolio
32,281
Q4 2024 Added 1.67%
$402B
$4.62 Million 1.59% of portfolio
27,578
Q4 2024 Added 1.77%
$134B
$4.39 Million 1.51% of portfolio
26,970
Q4 2024 Added 1.17%
$123B
$4.1 Million 1.41% of portfolio
8,445
Q4 2024 Added 1.54%
$467B
$4.02 Million 1.38% of portfolio
7,946
Q4 2024 Added 1.55%
$146B
$3.52 Million 1.21% of portfolio
8,311
Q4 2024 Added 2.08%
$240B
$3.46 Million 1.19% of portfolio
34,827
Q4 2024 Added 1.15%
$170B
$3.38 Million 1.16% of portfolio
12,963
Q4 2024 Added 1.04%
$98.6B
$2.99 Million 1.03% of portfolio
36,338
Q4 2024 Reduced 0.14%
$93.7B
$2.95 Million 1.02% of portfolio
14,621
Q4 2024 Added 2.37%
$73.7B
$2.86 Million 0.98% of portfolio
2,253
Q4 2024 Added 4.6%
$75.5B
$2.85 Million 0.98% of portfolio
6,067
Q4 2024 Added 2.02%
$113B
$2.81 Million 0.97% of portfolio
30,870
Q4 2024 Added 1.03%
$333B
$2.6 Million 0.9% of portfolio
59,238
Q4 2024 Added 0.68%
$101B
$2.52 Million 0.87% of portfolio
6,831
Q4 2024 Added 3.52%
$72.8B
$2.39 Million 0.82% of portfolio
9,085
Q4 2024 Added 0.97%
$209B
$2.36 Million 0.81% of portfolio
15,526
Q4 2024 Added 1.24%
$221B
$2.34 Million 0.8% of portfolio
14,010
Q4 2024 Added 3.7%
$96.5B
$2.3 Million 0.79% of portfolio
12,988
Q4 2024 Added 4.2%
$670B
$2.23 Million 0.77% of portfolio
4,909
Q4 2024 Added 3.02%
$63.8B
$2.19 Million 0.76% of portfolio
68,009
Q4 2024 Added 0.55%
$146B
$1.99 Million 0.69% of portfolio
8,736
Q4 2024 Added 1.03%
$106B
$1.97 Million 0.68% of portfolio
18,653
Q4 2024 Added 5.67%
$250B
$1.95 Million 0.67% of portfolio
32,972
Q4 2024 Added 0.33%
$123B
$1.91 Million 0.66% of portfolio
6,930
Q4 2024 Added 0.25%
$379B
$1.89 Million 0.65% of portfolio
10,640
Q4 2024 Added 0.05%
$96.7B
$1.79 Million 0.61% of portfolio
6,466
Q4 2024 Added 0.91%
$181B
$1.6 Million 0.55% of portfolio
18,557
Q4 2024 Added 5.0%
$181B
$1.57 Million 0.54% of portfolio
14,109
Q4 2024 Added 4.66%
$103B
$1.53 Million 0.53% of portfolio
25,969
Q4 2024 Reduced 0.32%
$224B
$1.54 Million 0.53% of portfolio
5,301
Q4 2024 Added 1.13%
$170B
$1.55 Million 0.53% of portfolio
2,460
Q4 2024 Added 3.36%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $291 Million
  • Prior Value $298 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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