Family Legacy, Inc. Portfolio Holdings by Sector
Family Legacy, Inc.
- $288 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFIV FPE VO ANGL BIV SPY QQQ DGRO 22 stocks |
$57,211
19.89% of portfolio
|
7
|
13
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN MRK ABBV 5 stocks |
$20,729
7.21% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT TDG NOC GD BA 5 stocks |
$14,907
5.18% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC TD WFC C 5 stocks |
$12,467
4.33% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$12,055
4.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$11,155
3.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$10,980
3.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO AEP ED 4 stocks |
$10,186
3.54% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CI CVS 4 stocks |
$9,976
3.47% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$9,340
3.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,920
3.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF MA 3 stocks |
$8,696
3.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$8,177
2.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$7,218
2.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD DRI 3 stocks |
$6,286
2.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA 2 stocks |
$6,158
2.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX NSC 3 stocks |
$5,497
1.91% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$5,432
1.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5,105
1.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$4,933
1.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$4,712
1.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$4,191
1.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$3,905
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN 2 stocks |
$3,763
1.31% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$3,390
1.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$3,053
1.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$2,566
0.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$2,083
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
UCBI FITB TFC 3 stocks |
$2,070
0.72% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,028
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$1,554
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$1,504
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$1,404
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$1,371
0.48% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1,331
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$1,317
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
GLPI AMT 2 stocks |
$1,282
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG LW 2 stocks |
$1,149
0.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$956
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$945
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$782
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
RHI PAYX 2 stocks |
$741
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$740
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
NHI 1 stocks |
$689
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$579
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$552
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$550
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$493
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$488
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$389
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$327
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$311
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$289
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
LMAT 1 stocks |
$251
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$241
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$178
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|