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