My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $252 Million
  • Q4 2024

My Legacy Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $252 Million distributed in 197 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 $11.2M, Ishares Core S&P 500 ETF with a value of $9.76M, Apple Inc. with a value of $9.22M, Microsoft Corp with a value of $8.08M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.66M.

Examining the 13F form we can see an increase of $2.85M in the current position value, from $249M to 252M.

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

Portfolio value $252 Million
ETFs: $124 Million
Technology: $30.2 Million
Financial Services: $22.8 Million
Consumer Cyclical: $14.6 Million
Communication Services: $11.2 Million
Healthcare: $10.3 Million
Consumer Defensive: $10.1 Million
Utilities: $9.97 Million
Other: $17.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.2 Million 4.43% of portfolio
246,904
Q4 2024 Reduced 6.05%
$0
$9.76 Million 3.87% of portfolio
16,575
Q4 2024 Added 4.33%
$3.57T
$9.22 Million 3.66% of portfolio
36,812
Q4 2024 Added 3.96%
$2.8T
$8.08 Million 3.21% of portfolio
19,159
Q4 2024 Added 2.0%
$0
$7.66 Million 3.04% of portfolio
111,155
Q4 2024 Reduced 1.04%
$0
$6.94 Million 2.75% of portfolio
88,251
Q4 2024 Added 1.59%
$0
$6.68 Million 2.65% of portfolio
156,849
Q4 2024 Added 4.37%
$0
$5.09 Million 2.02% of portfolio
50,095
Q4 2024 Reduced 4.11%
$270B
$4.78 Million 1.9% of portfolio
35,621
Q4 2024 Added 6.68%
$1.94T
$4.69 Million 1.86% of portfolio
21,393
Q4 2024 Added 6.46%
$0
$4.45 Million 1.77% of portfolio
25,007
Q4 2024 Added 0.96%
$0
$4.42 Million 1.75% of portfolio
86,151
Q4 2024 Reduced 1.7%
$0
$4.13 Million 1.64% of portfolio
38,748
Q4 2024 Added 2.79%
$922B
$3.88 Million 1.54% of portfolio
20,475
Q4 2024 Added 11.56%
$0
$3.86 Million 1.53% of portfolio
39,882
Q4 2024 Added 13.96%
$0
$3.6 Million 1.43% of portfolio
68,553
Q4 2024 Added 7.43%
$0
$3.2 Million 1.27% of portfolio
63,791
Q4 2024 Added 10.68%
$0
$2.88 Million 1.14% of portfolio
32,356
Q4 2024 Added 7.56%
$0
$2.76 Million 1.09% of portfolio
30,080
Q4 2024 Added 4.98%
$0
$2.68 Million 1.06% of portfolio
64,313
Q4 2024 Added 4.59%
$0
$2.57 Million 1.02% of portfolio
10,117
Q4 2024 Added 8.67%
$683B
$2.5 Million 0.99% of portfolio
5,506
Q4 2024 Reduced 0.63%
$490B
$2.43 Million 0.97% of portfolio
4,812
Q4 2024 Added 1.65%
$720B
$2.38 Million 0.95% of portfolio
9,948
Q4 2024 Added 2.89%
$419B
$2.38 Million 0.94% of portfolio
2,593
Q4 2024 Reduced 1.78%
$0
$2.33 Million 0.93% of portfolio
14,615
Q4 2024 Reduced 2.98%
$0
$2.31 Million 0.91% of portfolio
44,599
Q4 2024 Added 98.28%
$0
$2.25 Million 0.89% of portfolio
40,573
Q4 2024 Added 2.45%
$523B
$2.24 Million 0.89% of portfolio
4,248
Q4 2024 Reduced 2.03%
$573B
$2.19 Million 0.87% of portfolio
6,921
Q4 2024 Reduced 3.2%
$0
$2.18 Million 0.86% of portfolio
11,395
Q4 2024 Added 1.35%
$375B
$2.08 Million 0.82% of portfolio
5,342
Q4 2024 Reduced 0.8%
$0
$2.03 Million 0.8% of portfolio
7,619
Q4 2024 Reduced 3.1%
$78.1B
$1.89 Million 0.75% of portfolio
5,130
Q4 2024 Added 1.1%
$20.9B
$1.81 Million 0.72% of portfolio
9,893
Q4 2024 Reduced 2.45%
$4.2B
$1.79 Million 0.71% of portfolio
47,688
Q4 2024 Reduced 10.8%
$332B
$1.74 Million 0.69% of portfolio
7,879
Q4 2024 Added 0.7%
$0
$1.6 Million 0.64% of portfolio
12,449
Q4 2024 Reduced 2.83%
$818B
$1.57 Million 0.62% of portfolio
3,879
Q4 2024 Added 5.95%
$238B
$1.49 Million 0.59% of portfolio
16,497
Q4 2024 Reduced 0.57%
$141B
$1.49 Million 0.59% of portfolio
12,301
Q4 2024 Added 1.95%
$0
$1.41 Million 0.56% of portfolio
16,152
Q4 2024 Added 11.9%
$0
$1.39 Million 0.55% of portfolio
10,785
Q4 2024 Added 5.18%
$230B
$1.36 Million 0.54% of portfolio
4,680
Q4 2024 Added 0.21%
$72.8B
$1.34 Million 0.53% of portfolio
24,712
Q4 2024 Reduced 2.01%
$0
$1.33 Million 0.53% of portfolio
8,228
Q4 2024 Added 5.87%
$36.4B
$1.31 Million 0.52% of portfolio
4,155
Q4 2024 Added 2.9%
$180B
$1.25 Million 0.5% of portfolio
11,233
Q4 2024 Added 3.67%
$310B
$1.26 Million 0.5% of portfolio
20,233
Q4 2024 Reduced 2.35%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $252 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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