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
CSCO
Cisco Systems, Inc.

Technology
3.03K
New
$53.19 - $69.38 $161K - $210K
3.03K $209K
IBM
International Business Machines Corp

Technology
59
+ 1.45%
$221.03 - $294.78 $13K - $17.4K
4.14K $1.22M
CTAS
Cintas Corp

Industrials
100
+ 0.99%
$190.11 - $227.66 $19K - $22.8K
10.2K $2.27M
SPMD
Spdr Portfolio

ETFs
3.6K
New
$44.89 - $54.38 $161K - $196K
3.6K $195K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.45K
+ 56.66%
$22.54 - $23.17 $190K - $196K
23.4K $536K
WMT
Walmart Inc.

Consumer Defensive
257
+ 1.54%
$81.79 - $99.98 $21K - $25.7K
16.9K $1.65M
C
Citigroup Inc

Financial Services
460
+ 4.62%
$58.13 - $85.12 $26.7K - $39.2K
10.4K $886K
COST
Costco Wholesale Corp

Consumer Defensive
49
+ 1.69%
$908.13 - $1056.85 $44.5K - $51.8K
2.95K $2.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.07K
+ 33.59%
$22.27 - $29.21 $90.6K - $119K
16.2K $472K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.12K
+ 31.13%
$77.74 - $78.78 $165K - $167K
8.92K $702K
RF
Regions Financial Corp

Financial Services
4.47K
+ 15.8%
$18.34 - $23.52 $82.1K - $105K
32.8K $771K
XEL
Xcel Energy Inc

Utilities
2.23K
+ 54.29%
$65.65 - $72.39 $147K - $162K
6.35K $432K
CSX
Csx Corp

Industrials
2.28K
+ 13.39%
$26.69 - $32.91 $60.9K - $75K
19.3K $629K
MA
Mastercard Inc

Financial Services
115
+ 2.69%
$479.92 - $590.74 $55.2K - $67.9K
4.4K $2.47M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2.34K
+ 44.84%
$37.51 - $45.52 $87.9K - $107K
7.57K $342K
BAC
Bank Of America Corp

Financial Services
1.18K
+ 9.83%
$34.39 - $47.46 $40.6K - $56K
13.2K $623K
F
Ford Motor CO

Consumer Cyclical
6.64K
+ 14.18%
$8.69 - $10.85 $57.7K - $72K
53.5K $579K
USB
Us Bancorp \De\

Financial Services
995
+ 5.6%
$36.4 - $45.76 $36.2K - $45.5K
18.8K $849K
CRM
Salesforce, Inc.

Technology
259
+ 8.81%
$236.26 - $291.15 $61.2K - $75.4K
3.2K $872K
V
Visa Inc.

Financial Services
116
+ 1.62%
$308.27 - $373.31 $35.8K - $43.3K
7.27K $2.58M
KMB
Kimberly Clark Corp

Consumer Defensive
780
+ 37.83%
$126.84 - $145.22 $98.9K - $113K
2.84K $366K
BROS
Dutch Bros Inc.

Consumer Cyclical
580
+ 13.03%
$51.37 - $73.72 $29.8K - $42.8K
5.03K $343K
T
At&T Inc.

Communication Services
1.13K
+ 2.3%
$26.33 - $28.94 $29.7K - $32.6K
50.2K $1.45M
TJX
Tjx Companies Inc

Consumer Cyclical
315
+ 2.56%
$119.13 - $135.03 $37.5K - $42.5K
12.6K $1.56M
BBY
Best Buy CO Inc

Consumer Cyclical
1.14K
+ 33.76%
$56.17 - $75.73 $63.9K - $86.1K
4.51K $302K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
419
+ 23.62%
$116.93 - $119.39 $49K - $50K
2.19K $261K
OEF
Ishares S&P 100 ETF

ETFs
168
+ 1.88%
N/A
9.1K $2.42M
ES
Eversource Energy

Utilities
460
+ 5.45%
$54.25 - $65.89 $25K - $30.3K
8.9K $565K
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 6.52%
$55.56 - $60.91 $62.7K - $68.8K
18.5K $1.08M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
441
+ 11.82%
$82.21 - $83.12 $36.3K - $36.7K
4.17K $345K
HD
Home Depot, Inc.

Consumer Cyclical
90
+ 1.68%
$335.24 - $380.78 $30.2K - $34.3K
5.45K $2M
PEG
Public Service Enterprise Group Inc

Utilities
201
+ 2.32%
$77.13 - $84.18 $15.5K - $16.9K
8.88K $747K
NI
Nisource Inc.

Utilities
642
+ 2.94%
$37.11 - $40.64 $23.8K - $26.1K
22.5K $907K
NEE
Nextera Energy Inc

Utilities
742
+ 5.33%
$64.11 - $75.0 $47.6K - $55.7K
14.7K $1.02M
ICVT
Ishares Tr Convertible Bond Et

ETFs
94
+ 3.07%
$78.98 - $90.1 $7.42K - $8.47K
3.16K $284K
FE
Firstenergy Corp

Utilities
711
+ 3.92%
$38.31 - $43.17 $27.2K - $30.7K
18.9K $759K
D
Dominion Energy, Inc

Utilities
320
+ 2.65%
$49.66 - $58.0 $15.9K - $18.6K
12.4K $701K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.51K
+ 5.6%
$33.53 - $37.33 $84.3K - $93.8K
47.4K $1.66M
PG
Procter & Gamble CO

Consumer Defensive
442
+ 9.22%
$157.66 - $172.39 $69.7K - $76.2K
5.23K $833K
MET
Metlife Inc

Financial Services
164
+ 1.19%
$68.42 - $82.49 $11.2K - $13.5K
14K $1.13M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
361
+ 12.8%
$212.1 - $244.27 $76.6K - $88.2K
3.18K $695K
HPQ
Hp Inc

Technology
1.58K
+ 13.78%
$21.88 - $29.32 $34.5K - $46.2K
13K $318K
Linde PLC
201
+ 11.63%
N/A
1.93K $0
Blackrock ETF Trust Ii
6.69K
+ 19.8%
N/A
40.5K $0
Blackrock ETF Trust
50.3K
+ 450.08%
N/A
61.5K $0
Blackrock ETF Trust
21.4K
New
N/A
21.4K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
33.3K
+ 121.48%
N/A
60.7K $0
SON
Sonoco Products CO

Consumer Cyclical
536
+ 8.07%
$40.6 - $47.93 $21.8K - $25.7K
7.17K $312K
KO
Coca Cola CO

Consumer Defensive
197
+ 0.98%
$68.37 - $73.9 $13.5K - $14.6K
20.3K $1.44M
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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