My Legacy Advisors, LLC Purchases in Q2 2025

My Legacy Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
454
+ 2.35%
$354.56 - $497.45 $161K - $226K
19.8K $9.84M
NVDA
Nvidia Corp

Technology
2.19K
+ 6.0%
$94.31 - $157.99 $207K - $346K
38.7K $6.11M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
35.4K
New
$50.09 - $51.09 $1.77M - $1.81M
35.4K $1.81M
EFV
Msci Eafe Value ETF

ETFs
20.5K
+ 36.25%
$52.4 - $64.65 $1.08M - $1.33M
77.2K $4.9M
IWM
Ishares Russell 2000 ETF

ETFs
6.16K
+ 339.1%
$174.82 - $215.79 $1.08M - $1.33M
7.97K $1.72M
IEMG
Ishares Inc

ETFs
24.1K
+ 83.4%
N/A
53K $2.84M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.2K
+ 30.49%
$48.13 - $49.85 $1.07M - $1.11M
95.1K $4.67M
IWR
Ishares Russell Mid Cap ETF

ETFs
11.1K
New
$74.88 - $91.97 $829K - $1.02M
11.1K $1.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.97K
New
$102.02 - $103.5 $813K - $825K
7.97K $820K
META
Meta Platforms, Inc.

Communication Services
533
+ 25.42%
$484.66 - $738.09 $258K - $393K
2.63K $1.94M
GOOGL
Alphabet Inc.

Communication Services
1.3K
+ 6.24%
$144.7 - $178.6 $189K - $233K
22.2K $3.92M
AMZN
Amazon Com Inc

Consumer Cyclical
221
+ 1.01%
$167.32 - $223.3 $37K - $49.3K
22K $4.83M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10.8K
+ 58.72%
$40.94 - $52.1 $442K - $562K
29.2K $1.52M
AVGO
Broadcom Inc.

Technology
608
+ 13.87%
$146.29 - $275.65 $88.9K - $168K
4.99K $1.38M
TT
Trane Technologies PLC

Industrials
110
+ 1.93%
$315.21 - $437.41 $34.7K - $48.1K
5.8K $2.54M
ISRG
Intuitive Surgical Inc

Healthcare
1.13K
New
$451.58 - $565.94 $510K - $640K
1.13K $614K
ORCL
Oracle Corp

Technology
2.67K
New
$122.82 - $218.63 $328K - $585K
2.67K $584K
HYG
Ishares Tr

ETFs
4.92K
+ 5.43%
$75.75 - $80.65 $373K - $397K
95.6K $7.71M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.7K
+ 44.69%
$97.29 - $105.63 $554K - $602K
18.4K $1.87M
QUAL
Ishares Msci Usa Quality Facto

ETFs
935
+ 3.31%
$152.42 - $182.82 $143K - $171K
29.2K $5.34M
JPM
Jpmorgan Chase & CO

Financial Services
336
+ 3.39%
$210.28 - $289.91 $70.7K - $97.4K
10.2K $2.97M
SYK
Stryker Corp

Healthcare
1.36K
New
$337.37 - $395.63 $460K - $539K
1.36K $539K
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
+ 12.16%
$168.34 - $195.42 $339K - $394K
18.6K $3.63M
INTC
Intel Corp

Technology
21.2K
New
$18.13 - $22.69 $385K - $481K
21.2K $475K
AMD
Advanced Micro Devices Inc

Technology
3.07K
New
$78.21 - $143.81 $240K - $441K
3.07K $435K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.51K
+ 3.95%
$40.82 - $43.14 $266K - $281K
171K $7.38M
PANW
Palo Alto Networks Inc

Technology
1.8K
New
$152.44 - $204.64 $275K - $369K
1.8K $369K
UPS
United Parcel Service Inc

Industrials
3.46K
New
$91.92 - $110.2 $318K - $381K
3.46K $349K
GILD
Gilead Sciences, Inc.

Healthcare
3.14K
New
$96.91 - $113.0 $305K - $355K
3.14K $348K
MBB
Ishares Tr

ETFs
3.61K
+ 13.5%
$91.41 - $94.22 $330K - $340K
30.3K $2.85M
NFLX
Netflix Inc

Communication Services
41
+ 6.02%
$855.86 - $1339.13 $35.1K - $54.9K
722 $966K
PRU
Prudential Financial Inc

Financial Services
2.89K
New
$95.12 - $112.71 $275K - $326K
2.89K $310K
PFE
Pfizer Inc

Healthcare
13K
+ 105.06%
$21.59 - $24.84 $280K - $322K
25.3K $612K
EMB
Ishares Tr

ETFs
2.28K
+ 6.45%
$86.54 - $92.62 $197K - $211K
37.7K $3.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.15K
+ 36.52%
$51.1 - $53.29 $263K - $274K
19.2K $1.03M
SRLN
Ssga Active Trust

ETFs
5.88K
+ 8.58%
$39.47 - $41.59 $232K - $245K
74.5K $3.1M
COF
Capital One Financial Corp

Financial Services
200
+ 2.89%
$150.57 - $212.76 $30.1K - $42.6K
7.11K $1.51M
LLY
Eli Lilly & CO

Healthcare
364
+ 65.23%
$713.71 - $898.95 $260K - $327K
922 $718K
EIX
Edison International

Utilities
4.99K
New
$48.32 - $59.92 $241K - $299K
4.99K $257K
CB
Chubb LTD

Financial Services
867
New
$274.32 - $302.46 $238K - $262K
867 $251K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.31K
New
$72.02 - $73.82 $239K - $245K
3.31K $243K
TFC
Truist Financial Corp

Financial Services
4.98K
+ 32.16%
$34.79 - $42.99 $173K - $214K
20.5K $879K
INTU
Intuit Inc

Technology
304
New
$544.07 - $787.63 $165K - $239K
304 $239K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
330
+ 3.56%
$82.32 - $112.47 $27.2K - $37.1K
9.6K $1.08M
IWB
Ishares Tr Russell 1000 ETF

ETFs
657
New
$272.36 - $339.57 $179K - $223K
657 $223K
SUB
Ishares Short Term National Mu

ETFs
2.05K
+ 54.29%
$104.77 - $106.34 $215K - $218K
5.83K $619K
KLAC
Kla Corp

Technology
75
+ 10.59%
$576.53 - $902.94 $43.2K - $67.7K
783 $701K
VLO
Valero Energy Corp

Energy
1.63K
New
$104.69 - $141.77 $171K - $232K
1.63K $219K
PM
Philip Morris International Inc.

Consumer Defensive
434
+ 7.22%
$149.23 - $184.95 $64.8K - $80.3K
6.45K $1.17M
Activity Summary
Buys All Purchases 119 New Holdings 21 Increased Positions 98 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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