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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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