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
$62.9B
$1.42 Million 0.49% of portfolio
7,980
Q4 2024 Added 0.76%
$55.4B
$1.43 Million 0.49% of portfolio
6,090
Q4 2024 Added 0.41%
$23.9B
$1.39 Million 0.48% of portfolio
7,442
Q4 2024 Added 5.02%
$206B
$1.39 Million 0.48% of portfolio
2,664
Q4 2024 Added 5.84%
$447B
$1.36 Million 0.47% of portfolio
2
Q3 2017 New
$149B
$1.36 Million 0.47% of portfolio
5,941
Q4 2024 Added 2.61%
$107B
$1.31 Million 0.45% of portfolio
24,516
Q4 2024 Reduced 5.51%
$512B
$1.23 Million 0.42% of portfolio
2,335
Q4 2024 Added 2.1%
$267B
$1.23 Million 0.42% of portfolio
9,126
Q4 2024 Added 16.18%
$3.11B
$1.17 Million 0.4% of portfolio
39,843
Q4 2024 Added 4.54%
$308B
$1.14 Million 0.39% of portfolio
7,887
Q4 2024 Added 1.08%
$14.2B
$1.02 Million 0.35% of portfolio
5,806
Q4 2024 Added 7.1%
$241B
$995,000 0.34% of portfolio
8,800
Q4 2024 Added 1.97%
$55B
$940,000 0.32% of portfolio
3,140
Q4 2024 Added 1.95%
$6.35B
$895,000 0.31% of portfolio
16,876
Q4 2024 Added 478.74%
$253B
$899,000 0.31% of portfolio
12,800
Q1 2021 Reduced 0.78%
$7.55B
$825,000 0.28% of portfolio
12,355
Q4 2024 Reduced 0.05%
$13.2B
$710,000 0.24% of portfolio
25,587
Q3 2024 Reduced 1.1%
$93.4B
$697,000 0.24% of portfolio
11,677
Q4 2024 Added 0.77%
$3.31B
$650,000 0.22% of portfolio
9,390
Q4 2024 Reduced 0.13%
$27B
$627,000 0.22% of portfolio
14,844
Q4 2024 Added 10.38%
$68.3B
$643,000 0.22% of portfolio
12,085
Q4 2024 Reduced 4.54%
$64.1B
$601,000 0.21% of portfolio
2,137
Q4 2024 Added 17.68%
$5.97B
$543,000 0.19% of portfolio
7,712
Q4 2024 Reduced 1.91%
$55.1B
$542,000 0.19% of portfolio
5,884
Q4 2024 Reduced 2.06%
$36.1B
$533,000 0.18% of portfolio
9,986
Q4 2024 Added 3.96%
$39B
$494,000 0.17% of portfolio
3,379
Q4 2024 Reduced 0.38%
$131B
$493,000 0.17% of portfolio
7,007
Q4 2024 Added 3.35%
$129B
$466,000 0.16% of portfolio
6,300
Q4 2024 Reduced 0.16%
$27.1B
$469,000 0.16% of portfolio
3,774
Q4 2024 Added 0.35%
$88B
$465,000 0.16% of portfolio
3,689
Q4 2024 Added 4.53%
$85.6B
$423,000 0.15% of portfolio
9,430
Q4 2024 Reduced 9.64%
$18.7B
$352,000 0.12% of portfolio
4,644
Q4 2024 Reduced 18.71%
$21.2B
$350,000 0.12% of portfolio
2,451
Q4 2024 Added 136.58%
$25.7B
$333,000 0.11% of portfolio
7,200
Q4 2024 New
$55.7B
$302,000 0.1% of portfolio
2,160
Q4 2024 Added 2.86%
$99.2B
$287,000 0.1% of portfolio
1,565
Q4 2024 Added 10.06%
$1.8B
$276,000 0.1% of portfolio
3,000
Q2 2024 New
$125B
$285,000 0.1% of portfolio
3,568
Q4 2023 Reduced 37.05%
$53.6B
$279,000 0.1% of portfolio
6,433
Q2 2024 Reduced 3.9%
$67.5B
$269,000 0.09% of portfolio
2,607
Q4 2024 Added 4.28%
$13.3B
$270,000 0.09% of portfolio
4,959
Q4 2024 Reduced 23.12%
$48.5B
$218,000 0.08% of portfolio
3,572
Q3 2024 New
$159B
$210,000 0.07% of portfolio
5,619
Q4 2024 Added 1.7%
$16.7B
$211,000 0.07% of portfolio
6,300
Q4 2024 New
$29.3B
$191,000 0.07% of portfolio
3,308
Q4 2024 New

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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