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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.17 Million 0.75% of portfolio
27,696
Q1 2025 Added 2.41%
$0
$2.14 Million 0.75% of portfolio
24,934
Q1 2025 Added 2.67%
$97.9B
$2.14 Million 0.74% of portfolio
6,497
Q1 2025 Added 0.48%
$102B
$2.1 Million 0.73% of portfolio
18,747
Q1 2025 Added 0.5%
$142B
$2.06 Million 0.72% of portfolio
8,728
Q1 2025 Reduced 0.09%
$122B
$2.08 Million 0.72% of portfolio
6,899
Q1 2025 Reduced 0.45%
$261B
$2.03 Million 0.71% of portfolio
32,875
Q1 2025 Reduced 0.29%
$65.8B
$1.99 Million 0.69% of portfolio
67,779
Q1 2025 Reduced 0.34%
$0
$1.86 Million 0.64% of portfolio
9,961
Q1 2025 Reduced 2.75%
$0
$1.79 Million 0.62% of portfolio
11,699
Q1 2025 Reduced 6.79%
$234B
$1.66 Million 0.58% of portfolio
5,312
Q1 2025 Added 0.21%
$462B
$1.6 Million 0.55% of portfolio
2
Q3 2017 New
$25.9B
$1.58 Million 0.55% of portfolio
7,601
Q1 2025 Added 2.14%
$189B
$1.55 Million 0.54% of portfolio
2,532
Q1 2025 Added 2.93%
$102B
$1.5 Million 0.52% of portfolio
25,043
Q1 2025 Reduced 3.57%
$0
$1.48 Million 0.52% of portfolio
23,840
Q1 2025 Reduced 3.22%
$75.7B
$1.42 Million 0.49% of portfolio
7,926
Q1 2025 Reduced 0.68%
$117B
$1.42 Million 0.49% of portfolio
23,726
Q1 2025 Reduced 3.22%
$207B
$1.4 Million 0.49% of portfolio
14,232
Q1 2025 Added 0.87%
$161B
$1.34 Million 0.47% of portfolio
2,690
Q1 2025 Added 0.98%
$145B
$1.32 Million 0.46% of portfolio
18,969
Q1 2025 Added 2.22%
$337B
$1.31 Million 0.46% of portfolio
12,089
Q1 2025 Added 32.47%
$278B
$1.33 Million 0.46% of portfolio
7,959
Q1 2025 Added 0.91%
$556B
$1.28 Million 0.44% of portfolio
2,335
Q4 2024 Added 2.1%
$143B
$1.23 Million 0.43% of portfolio
5,993
Q1 2025 Added 0.88%
$3.11B
$1.17 Million 0.41% of portfolio
39,844
Q1 2025 Added 0.0%
$236B
$1.16 Million 0.4% of portfolio
8,720
Q1 2025 Reduced 0.91%
$0
$1.14 Million 0.4% of portfolio
42,758
Q1 2025 Reduced 0.56%
$131B
$981,000 0.34% of portfolio
3,612
Q1 2025 New
$12.3B
$942,000 0.33% of portfolio
18,526
Q1 2025 Added 5.03%
$54.3B
$958,000 0.33% of portfolio
3,202
Q1 2025 Added 1.97%
$5.88B
$945,000 0.33% of portfolio
17,157
Q1 2025 Added 1.67%
$289B
$921,000 0.32% of portfolio
12,837
Q1 2025 Added 0.29%
$89.5B
$782,000 0.27% of portfolio
11,527
Q1 2025 Reduced 1.28%
$19B
$740,000 0.26% of portfolio
5,858
Q1 2025 Added 0.9%
$3.33B
$689,000 0.24% of portfolio
9,340
Q1 2025 Reduced 0.53%
$11B
$671,000 0.23% of portfolio
25,162
Q1 2025 Reduced 1.66%
$27.2B
$663,000 0.23% of portfolio
16,915
Q1 2025 Added 13.95%
$52.9B
$638,000 0.22% of portfolio
5,839
Q1 2025 Reduced 0.76%
$82.1B
$635,000 0.22% of portfolio
9,375
Q1 2025 Reduced 0.58%
$34.7B
$579,000 0.2% of portfolio
9,986
Q4 2024 Added 3.96%
$25.9B
$552,000 0.19% of portfolio
3,747
Q1 2025 Reduced 0.72%
$59.7B
$553,000 0.19% of portfolio
2,272
Q1 2025 Added 6.32%
$71.6B
$550,000 0.19% of portfolio
11,710
Q1 2025 Reduced 3.1%
$0
$505,000 0.18% of portfolio
13,883
Q1 2025 Reduced 87.94%
$42.1B
$488,000 0.17% of portfolio
3,379
Q4 2024 Reduced 0.38%
$161B
$493,000 0.17% of portfolio
6,300
Q4 2024 Reduced 0.16%
$147B
$497,000 0.17% of portfolio
7,007
Q4 2024 Added 3.35%
$7.75B
$478,000 0.17% of portfolio
8,972
Q1 2025 Reduced 27.38%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $288 Million
  • Prior Value $291 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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