My Legacy Advisors, LLC Purchases and Sells in Q1 2025

My Legacy Advisors, LLC

$253 Million
Q1 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	5.17K + 45.37%	$185.78 - $198.58 $960K - $1.03M	16.6K $3.13M
IEMG	13.8K + 91.82%	N/A	28.9K $1.55M
TLH	6.11K + 92.17%	$97.25 - $104.79 $594K - $640K	12.7K $1.31M
IUSB	8.53K + 3.46%	$44.72 - $46.25 $382K - $395K	255K $11.7M
GLDM	6.74K + 95.58%	$52.19 - $61.89 $352K - $417K	13.8K $841K
BRK-B	134 + 2.43%	$442.66 - $534.52 $59.3K - $71.6K	5.64K $2.96M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	18.4K New	$45.72 - $51.73 $841K - $951K	18.4K $842K
IAU	13.4K New	$49.74 - $58.96 $664K - $788K	13.4K $787K
HEFA	16.4K New	$34.83 - $37.52 $570K - $615K	16.4K $598K
BSV	6.8K New	$76.94 - $78.28 $523K - $533K	6.8K $532K
ITOT	2.45K New	$120.29 - $134.6 $295K - $330K	2.45K $297K
XEL	4.11K New	$63.37 - $72.1 $261K - $297K	4.11K $291K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-15.3K - 38.39%	$96.1 - $106.37 $1.47M - $1.63M	24.6K $2.48M
TLT	-13.2K - 81.51%	$85.29 - $92.57 $1.12M - $1.22M	2.99K $269K
SPLG	-8.35K - 7.51%	$64.88 - $72.1 $542K - $602K	103K $6.72M
IVV	-641 - 3.87%	$554.06 - $615.85 $355K - $395K	15.9K $8.89M
MUB	-6.26K - 16.16%	$104.71 - $107.69 $656K - $674K	32.5K $3.42M
EMXC	-9.25K - 22.8%	$54.25 - $57.64 $502K - $533K	31.3K $1.73M

Activity Summary All Purchases 123 New Holdings 13 Increased Positions 110 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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