My Legacy Advisors, LLC has filed its 13F form on January 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $275 Million distributed in 204 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 $18.3M, Ishares Core S&P 500 ETF with a value of $9.2M, Apple Inc. with a value of $8.83M, Ishares Core Total Usd Bond Ma with a value of $8.31M, and Microsoft Corp with a value of $8.27M.

Examining the 13F form we can see an increase of $28.5M in the current position value, from $246M to 275M.

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

Portfolio value $275 Million
ETFs: $148 Million
Technology: $27.6 Million
Financial Services: $21.1 Million
Consumer Cyclical: $14 Million
Healthcare: $13.1 Million
Consumer Defensive: $11.1 Million
Industrials: $9.82 Million
Utilities: $9.27 Million
Other: $20.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $275 Million
  • Prior Value $246 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 16 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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