Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

  • $298 Million
  • Q3 2024

Family Legacy, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $298 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.62M, Microsoft Corp with a value of $8.79M, Eli Lilly & CO with a value of $6.82M, Jpmorgan Chase & CO with a value of $6.76M, and Caterpillar Inc with a value of $6.71M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $277M to 298M.

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

Portfolio value $298 Million
ETFs: $60.1 Million
Healthcare: $40.2 Million
Technology: $39.9 Million
Industrials: $39.6 Million
Financial Services: $33.5 Million
Consumer Defensive: $27.2 Million
Consumer Cyclical: $24.5 Million
Utilities: $10.2 Million
Other: $22.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.11B
$1.12 Million 0.37% of portfolio
38,114
Q3 2024 Added 3.16%
$5.84B
$848,000 0.28% of portfolio
2,916
Q3 2024 Added 64.84%
$3.07B
$790,000 0.27% of portfolio
9,402
Q3 2024 Reduced 0.69%
$9.64B
$800,000 0.27% of portfolio
12,361
Q3 2024 Added 5.64%
$7.79B
$529,000 0.18% of portfolio
7,862
Q3 2024 Added 8.46%
$2.04B
$278,000 0.09% of portfolio
3,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $298 Million
  • Prior Value $277 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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