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
$57B
$1.44 Million 0.5% of portfolio
6,090
Q4 2024 Added 0.41%
$75.7B
$1.42 Million 0.49% of portfolio
7,926
Q1 2025 Reduced 0.68%
$117B
$1.42 Million 0.49% of portfolio
23,726
Q1 2025 Reduced 3.22%
$207B
$1.4 Million 0.49% of portfolio
14,232
Q1 2025 Added 0.87%
$161B
$1.34 Million 0.47% of portfolio
2,690
Q1 2025 Added 0.98%
$145B
$1.32 Million 0.46% of portfolio
18,969
Q1 2025 Added 2.22%
$337B
$1.31 Million 0.46% of portfolio
12,089
Q1 2025 Added 32.47%
$278B
$1.33 Million 0.46% of portfolio
7,959
Q1 2025 Added 0.91%
$556B
$1.28 Million 0.44% of portfolio
2,335
Q4 2024 Added 2.1%
$143B
$1.23 Million 0.43% of portfolio
5,993
Q1 2025 Added 0.88%
$3.11B
$1.17 Million 0.41% of portfolio
39,844
Q1 2025 Added 0.0%
$236B
$1.16 Million 0.4% of portfolio
8,720
Q1 2025 Reduced 0.91%
$131B
$981,000 0.34% of portfolio
3,612
Q1 2025 New
$12.3B
$942,000 0.33% of portfolio
18,526
Q1 2025 Added 5.03%
$54.3B
$958,000 0.33% of portfolio
3,202
Q1 2025 Added 1.97%
$5.88B
$945,000 0.33% of portfolio
17,157
Q1 2025 Added 1.67%
$89.5B
$782,000 0.27% of portfolio
11,527
Q1 2025 Reduced 1.28%
$19B
$740,000 0.26% of portfolio
5,858
Q1 2025 Added 0.9%
$3.33B
$689,000 0.24% of portfolio
9,340
Q1 2025 Reduced 0.53%
$11B
$671,000 0.23% of portfolio
25,162
Q1 2025 Reduced 1.66%
$27.2B
$663,000 0.23% of portfolio
16,915
Q1 2025 Added 13.95%
$52.9B
$638,000 0.22% of portfolio
5,839
Q1 2025 Reduced 0.76%
$82.1B
$635,000 0.22% of portfolio
9,375
Q1 2025 Reduced 0.58%
$34.7B
$579,000 0.2% of portfolio
9,986
Q4 2024 Added 3.96%
$25.9B
$552,000 0.19% of portfolio
3,747
Q1 2025 Reduced 0.72%
$59.7B
$553,000 0.19% of portfolio
2,272
Q1 2025 Added 6.32%
$71.6B
$550,000 0.19% of portfolio
11,710
Q1 2025 Reduced 3.1%
$42.1B
$488,000 0.17% of portfolio
3,379
Q4 2024 Reduced 0.38%
$161B
$493,000 0.17% of portfolio
6,300
Q4 2024 Reduced 0.16%
$147B
$497,000 0.17% of portfolio
7,007
Q4 2024 Added 3.35%
$7.75B
$478,000 0.17% of portfolio
8,972
Q1 2025 Reduced 27.38%
$73.9B
$403,000 0.14% of portfolio
3,669
Q1 2025 Reduced 0.54%
$5.26B
$408,000 0.14% of portfolio
7,483
Q1 2025 Reduced 2.97%
$28.1B
$389,000 0.14% of portfolio
7,200
Q4 2024 New
$56.2B
$333,000 0.12% of portfolio
2,160
Q4 2024 Added 2.86%
$99.3B
$340,000 0.12% of portfolio
1,565
Q4 2024 Added 10.06%
$12.8B
$311,000 0.11% of portfolio
4,930
Q1 2025 Reduced 0.58%
$18.8B
$327,000 0.11% of portfolio
2,619
Q1 2025 Added 6.85%
$67.5B
$289,000 0.1% of portfolio
2,607
Q4 2024 Added 4.28%
$1.83B
$251,000 0.09% of portfolio
3,000
Q2 2024 New
$49.3B
$241,000 0.08% of portfolio
3,572
Q3 2024 New
$54.9B
$241,000 0.08% of portfolio
5,870
Q1 2025 Reduced 8.75%
$115B
$215,000 0.07% of portfolio
2,393
Q1 2025 Reduced 32.93%
$37B
$207,000 0.07% of portfolio
1,875
Q1 2025 New
$17.2B
$178,000 0.06% of portfolio
1,819
Q1 2025 New

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
Track This Portfolio

Track Family Legacy, Inc. Portfolio

Follow Family Legacy, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Legacy, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Legacy, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email