My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025

My Legacy Advisors, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $11.7M, Ishares Core S&P 500 ETF with a value of $8.89M, Apple Inc. with a value of $8.5M, Microsoft Corp with a value of $7.25M, and Ishares Tr with a value of $7.15M.

Examining the 13F form we can see an increase of $1.13M in the current position value, from $252M to 253M.

Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $253 Million
ETFs: $125 Million
Technology: $27.1 Million
Financial Services: $24.1 Million
Consumer Cyclical: $13.8 Million
Communication Services: $11.3 Million
Utilities: $11.2 Million
Consumer Defensive: $11.1 Million
Healthcare: $10.9 Million
Other: $18.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Million 4.64% of portfolio
255,435
Q1 2025 Added 3.46%
$0
$8.89 Million 3.51% of portfolio
15,934
Q1 2025 Reduced 3.87%
$3.36T
$8.5 Million 3.36% of portfolio
38,248
Q1 2025 Added 3.9%
$2.92T
$7.25 Million 2.87% of portfolio
19,322
Q1 2025 Added 0.85%
$0
$7.15 Million 2.82% of portfolio
90,707
Q1 2025 Added 2.78%
$0
$7 Million 2.77% of portfolio
164,598
Q1 2025 Added 4.94%
$0
$6.72 Million 2.66% of portfolio
102,802
Q1 2025 Reduced 7.51%
$0
$4.8 Million 1.9% of portfolio
28,277
Q1 2025 Added 13.08%
$0
$4.72 Million 1.86% of portfolio
50,984
Q1 2025 Added 1.77%
$0
$4.19 Million 1.66% of portfolio
86,563
Q1 2025 Added 0.48%
$1.93T
$4.15 Million 1.64% of portfolio
21,802
Q1 2025 Added 1.91%
$277B
$3.96 Million 1.56% of portfolio
36,513
Q1 2025 Added 2.5%
$0
$3.61 Million 1.43% of portfolio
72,917
Q1 2025 Added 14.31%
$0
$3.43 Million 1.36% of portfolio
148,491
Q1 2025 Added 1.06%
$0
$3.42 Million 1.35% of portfolio
32,487
Q1 2025 Reduced 16.16%
$0
$3.37 Million 1.33% of portfolio
56,632
Q1 2025 Reduced 17.39%
$0
$3.2 Million 1.26% of portfolio
35,370
Q1 2025 Added 9.32%
$0
$3.13 Million 1.24% of portfolio
16,565
Q1 2025 Added 45.37%
$691B
$2.96 Million 1.17% of portfolio
5,640
Q1 2025 Added 2.43%
$0
$2.82 Million 1.11% of portfolio
68,603
Q1 2025 Added 6.67%
$432B
$2.74 Million 1.08% of portfolio
2,902
Q1 2025 Added 11.92%
$0
$2.5 Million 0.99% of portfolio
26,708
Q1 2025 Reduced 11.21%
$548B
$2.51 Million 0.99% of portfolio
7,153
Q1 2025 Added 3.35%
$0
$2.48 Million 0.98% of portfolio
24,571
Q1 2025 Reduced 38.39%
$392B
$2.46 Million 0.97% of portfolio
4,706
Q1 2025 Reduced 2.2%
$714B
$2.43 Million 0.96% of portfolio
9,898
Q1 2025 Reduced 0.5%
$0
$2.38 Million 0.94% of portfolio
8,928
Q1 2025 Added 17.18%
$509B
$2.35 Million 0.93% of portfolio
4,283
Q1 2025 Added 0.82%
$0
$2.33 Million 0.92% of portfolio
9,538
Q1 2025 Reduced 5.72%
$290B
$2.1 Million 0.83% of portfolio
7,857
Q1 2025 Reduced 0.28%
$21.2B
$2.07 Million 0.82% of portfolio
10,064
Q1 2025 Added 1.73%
$0
$2.07 Million 0.82% of portfolio
39,618
Q1 2025 Reduced 11.17%
$0
$2.04 Million 0.8% of portfolio
14,479
Q1 2025 Reduced 0.93%
$366B
$1.96 Million 0.78% of portfolio
5,358
Q1 2025 Added 0.3%
$80.6B
$1.92 Million 0.76% of portfolio
5,686
Q1 2025 Added 10.84%
$0
$1.73 Million 0.68% of portfolio
31,324
Q1 2025 Reduced 22.8%
$4.09B
$1.64 Million 0.65% of portfolio
44,853
Q1 2025 Reduced 5.94%
$71.9B
$1.54 Million 0.61% of portfolio
25,767
Q1 2025 Added 4.27%
$0
$1.55 Million 0.61% of portfolio
28,903
Q1 2025 Added 91.82%
$147B
$1.5 Million 0.59% of portfolio
12,304
Q1 2025 Added 0.02%
$233B
$1.5 Million 0.59% of portfolio
4,802
Q1 2025 Added 2.61%
$258B
$1.46 Million 0.58% of portfolio
16,651
Q1 2025 Added 0.93%
$311B
$1.44 Million 0.57% of portfolio
20,124
Q1 2025 Reduced 0.54%
$17.2B
$1.41 Million 0.56% of portfolio
16,448
Q1 2025 Added 3.41%
$191B
$1.39 Million 0.55% of portfolio
49,064
Q1 2025 Added 7.13%
$0
$1.34 Million 0.53% of portfolio
8,439
Q1 2025 Added 2.56%
$0
$1.31 Million 0.52% of portfolio
12,743
Q1 2025 Added 92.17%
$0
$1.32 Million 0.52% of portfolio
10,565
Q1 2025 Reduced 2.04%
$94.1B
$1.24 Million 0.49% of portfolio
3,602
Q1 2025 Reduced 1.1%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $253 Million
  • Prior Value $252 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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