My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $309 Million
  • Q2 2024

My Legacy Advisors, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $309 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $15M, Ishares Core Total Usd Bond Ma with a value of $13.6M, Ishares Core S&P 500 ETF with a value of $11.5M, Microsoft Corp with a value of $10M, and Apple Inc. with a value of $9.07M.

Examining the 13F form we can see an increase of $34.7M in the current position value, from $275M to 309M.

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

Portfolio value $309 Million
ETFs: $169 Million
Technology: $33.8 Million
Financial Services: $22.3 Million
Consumer Cyclical: $15 Million
Healthcare: $13.8 Million
Consumer Defensive: $11.9 Million
Communication Services: $11 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
$15 Million 4.83% of portfolio
233,631
Q1 2024 Added 12.07%
$0
$13.6 Million 4.39% of portfolio
300,473
Q1 2024 Reduced 11.91%
$0
$11.5 Million 3.71% of portfolio
20,951
Q1 2024 Reduced 3.25%
$3.17T
$10 Million 3.25% of portfolio
22,474
Q1 2024 Added 1.37%
$3.5T
$9.07 Million 2.93% of portfolio
43,069
Q1 2024 Reduced 2.18%
$0
$8.31 Million 2.69% of portfolio
89,844
Q1 2024 Reduced 43.88%
$0
$7.86 Million 2.54% of portfolio
101,833
Q1 2024 Reduced 4.83%
$0
$7.3 Million 2.36% of portfolio
173,081
Q1 2024 Reduced 9.18%
$0
$6.7 Million 2.17% of portfolio
39,239
Q1 2024 Reduced 9.96%
$0
$6.53 Million 2.11% of portfolio
139,191
Q1 2024 Reduced 20.86%
$0
$6.02 Million 1.95% of portfolio
58,848
Q1 2024 Reduced 36.29%
$0
$5.51 Million 1.78% of portfolio
120,947
Q1 2024 Reduced 11.99%
$1.86T
$4.52 Million 1.46% of portfolio
23,408
Q1 2024 Added 1.47%
$282B
$4.51 Million 1.46% of portfolio
36,542
Q1 2024 Reduced 90.27%
$997B
$4.16 Million 1.35% of portfolio
22,846
Q1 2024 Reduced 5.29%
$0
$4.08 Million 1.32% of portfolio
38,277
Q1 2024 Added 1.75%
$0
$3.74 Million 1.21% of portfolio
24,881
Q1 2024 Reduced 7.17%
$0
$3.71 Million 1.2% of portfolio
40,429
Q1 2024 Reduced 15.33%
$0
$3.34 Million 1.08% of portfolio
18,378
Q1 2024 Reduced 15.61%
$0
$3.15 Million 1.02% of portfolio
35,547
Q1 2024 Reduced 5.22%
$0
$2.92 Million 0.94% of portfolio
69,763
Q1 2024 Reduced 10.32%
$0
$2.77 Million 0.9% of portfolio
46,790
Q1 2024 Reduced 12.07%
$533B
$2.76 Million 0.89% of portfolio
5,410
Q1 2024 Added 1.35%
$362B
$2.72 Million 0.88% of portfolio
3,204
Q1 2024 Reduced 1.22%
$0
$2.68 Million 0.87% of portfolio
10,154
Q1 2024 Added 2.79%
$0
$2.6 Million 0.84% of portfolio
48,936
Q1 2024 Added 44.46%
$569B
$2.52 Million 0.81% of portfolio
6,191
Q1 2024 Reduced 0.53%
$623B
$2.39 Million 0.77% of portfolio
11,809
Q1 2024 Reduced 4.94%
$0
$2.37 Million 0.77% of portfolio
25,802
Q1 2024 Reduced 10.52%
$0
$2.33 Million 0.75% of portfolio
54,306
Q1 2024 Added 22.27%
$424B
$2.3 Million 0.74% of portfolio
8,766
Q1 2024 Added 13.06%
$77.3B
$2.27 Million 0.73% of portfolio
3,243
Q1 2024 Reduced 1.23%
$368B
$2.25 Million 0.73% of portfolio
6,539
Q1 2024 Reduced 1.5%
$418B
$2.2 Million 0.71% of portfolio
4,991
Q1 2024 Added 10.24%
$0
$2.2 Million 0.71% of portfolio
41,143
Q1 2024 Reduced 58.26%
$353B
$2.1 Million 0.68% of portfolio
2,050
Q1 2024 Reduced 0.24%
$3.97B
$2.06 Million 0.67% of portfolio
63,021
Q1 2024 Added 5.79%
$76.4B
$2 Million 0.65% of portfolio
6,069
Q1 2024 Added 6.87%
$0
$2 Million 0.65% of portfolio
16,772
Q1 2024 Added 23.49%
$0
$1.96 Million 0.63% of portfolio
27,671
Q1 2024 Added 10.22%
$102B
$1.8 Million 0.58% of portfolio
5,609
Q1 2024 Reduced 3.14%
$252B
$1.75 Million 0.57% of portfolio
3,159
Q1 2024 Reduced 4.27%
$0
$1.73 Million 0.56% of portfolio
4,634
Q1 2024 Added 4.51%
$238B
$1.65 Million 0.53% of portfolio
2,987
Q1 2024 Reduced 2.41%
$218B
$1.6 Million 0.52% of portfolio
9,085
Q1 2024 Added 23.5%
$290B
$1.59 Million 0.51% of portfolio
24,928
Q1 2024 Reduced 0.74%
$66.6B
$1.53 Million 0.5% of portfolio
5,696
Q1 2024 Added 1.04%
$130B
$1.53 Million 0.49% of portfolio
13,909
Q1 2024 Reduced 1.65%
$0
$1.5 Million 0.49% of portfolio
6,545
Q1 2024 Reduced 49.89%

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $309 Million
  • Prior Value $275 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 22 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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