My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024

My Legacy Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 Million distributed in 193 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 $12.4M, Ishares Core S&P 500 ETF with a value of $9.16M, Apple Inc. with a value of $8.25M, Microsoft Corp with a value of $8.08M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.58M.

Examining the 13F form we can see an decrease of $60.3M in the current position value, from $309M to 249M.

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

Portfolio value $249 Million
ETFs: $122 Million
Technology: $28.9 Million
Financial Services: $21.4 Million
Consumer Cyclical: $13.1 Million
Healthcare: $12.3 Million
Consumer Defensive: $10.7 Million
Utilities: $10.4 Million
Industrials: $9.95 Million
Other: $19.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Million 4.97% of portfolio
262,793
Q3 2024 Reduced 12.54%
$0
$9.16 Million 3.68% of portfolio
15,887
Q3 2024 Reduced 24.17%
$3.68T
$8.25 Million 3.31% of portfolio
35,410
Q3 2024 Reduced 17.78%
$3.1T
$8.08 Million 3.24% of portfolio
18,783
Q3 2024 Reduced 16.42%
$0
$7.58 Million 3.04% of portfolio
112,324
Q3 2024 Reduced 51.92%
$0
$6.98 Million 2.8% of portfolio
86,871
Q3 2024 Reduced 14.69%
$0
$6.53 Million 2.62% of portfolio
150,279
Q3 2024 Reduced 13.17%
$0
$5 Million 2.01% of portfolio
52,240
Q3 2024 Reduced 41.85%
$0
$4.44 Million 1.78% of portfolio
24,768
Q3 2024 Reduced 36.88%
$0
$4.34 Million 1.74% of portfolio
87,638
Q3 2024 Reduced 37.04%
$0
$4.1 Million 1.64% of portfolio
37,698
Q3 2024 Reduced 1.51%
$364B
$4.05 Million 1.63% of portfolio
33,389
Q3 2024 Reduced 8.63%
$0
$3.77 Million 1.51% of portfolio
34,997
Q3 2024 Reduced 40.53%
$2.07T
$3.74 Million 1.5% of portfolio
20,094
Q3 2024 Reduced 14.16%
$0
$3.67 Million 1.47% of portfolio
63,811
Q3 2024 Added 30.4%
$0
$3.35 Million 1.34% of portfolio
70,491
Q3 2024 Reduced 41.72%
$0
$2.95 Million 1.18% of portfolio
57,635
Q3 2024 Reduced 27.25%
$0
$2.82 Million 1.13% of portfolio
30,082
Q3 2024 Reduced 15.37%
$562B
$2.77 Million 1.11% of portfolio
4,734
Q3 2024 Reduced 12.5%
$0
$2.75 Million 1.1% of portfolio
28,652
Q3 2024 Reduced 29.13%
$0
$2.57 Million 1.03% of portfolio
61,489
Q3 2024 Reduced 11.86%
$610B
$2.55 Million 1.02% of portfolio
5,541
Q3 2024 Reduced 10.5%
$0
$2.42 Million 0.97% of portfolio
39,604
Q3 2024 Reduced 15.36%
$411B
$2.34 Million 0.94% of portfolio
2,640
Q3 2024 Reduced 17.6%
$0
$2.28 Million 0.92% of portfolio
15,064
Q3 2024 Reduced 39.46%
$0
$2.27 Million 0.91% of portfolio
9,310
Q3 2024 Added 42.25%
$0
$2.22 Million 0.89% of portfolio
11,243
Q3 2024 Reduced 38.82%
$409B
$2.18 Million 0.88% of portfolio
5,385
Q3 2024 Reduced 17.65%
$489B
$2.14 Million 0.86% of portfolio
4,336
Q3 2024 Reduced 13.12%
$0
$2.09 Million 0.84% of portfolio
7,863
Q3 2024 Reduced 22.56%
$22.2B
$2.09 Million 0.84% of portfolio
10,141
Q3 2024 Added 212.7%
$706B
$2.04 Million 0.82% of portfolio
9,669
Q3 2024 Reduced 18.12%
$4.54B
$2.02 Million 0.81% of portfolio
53,464
Q3 2024 Reduced 15.16%
$503B
$1.97 Million 0.79% of portfolio
7,150
Q3 2024 Reduced 18.43%
$95.3B
$1.97 Million 0.79% of portfolio
5,074
Q3 2024 Reduced 16.39%
$0
$1.62 Million 0.65% of portfolio
12,811
Q3 2024 Reduced 23.62%
$293B
$1.61 Million 0.65% of portfolio
7,824
Q3 2024 Reduced 13.88%
$95.6B
$1.56 Million 0.63% of portfolio
3,834
Q3 2024 Reduced 31.65%
$201B
$1.54 Million 0.62% of portfolio
2,496
Q3 2024 Reduced 16.44%
$272B
$1.49 Million 0.6% of portfolio
20,719
Q3 2024 Reduced 16.88%
$262B
$1.44 Million 0.58% of portfolio
1,734
Q3 2024 Reduced 15.41%
$214B
$1.42 Million 0.57% of portfolio
4,670
Q3 2024 Reduced 15.43%
$0
$1.42 Million 0.57% of portfolio
14,434
Q3 2024 Reduced 44.06%
$139B
$1.42 Million 0.57% of portfolio
12,066
Q3 2024 Reduced 13.25%
$232B
$1.39 Million 0.56% of portfolio
2,683
Q3 2024 Reduced 15.07%
$0
$1.36 Million 0.54% of portfolio
10,254
Q3 2024 Added 7.25%
$237B
$1.34 Million 0.54% of portfolio
16,591
Q3 2024 Reduced 11.72%
$0
$1.3 Million 0.52% of portfolio
7,772
Q3 2024 Added 5.8%
$47.5B
$1.2 Million 0.48% of portfolio
4,038
Q3 2024 Reduced 27.09%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $249 Million
  • Prior Value $309 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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