My Legacy Advisors, LLC Purchases in Q1 2025

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
304
+ 4.11%
$71.8 - $83.34 $21.8K - $25.3K
7.71K $627K
DTE
Dte Energy CO

Utilities
95
+ 2.35%
$117.6 - $138.27 $11.2K - $13.1K
4.13K $571K
NOC
Northrop Grumman Corp

Industrials
16
+ 1.14%
$433.45 - $513.82 $6.94K - $8.22K
1.42K $729K
ES
Eversource Energy

Utilities
472
+ 5.93%
$55.63 - $63.8 $26.3K - $30.1K
8.44K $523K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.74K
+ 22.45%
$22.25 - $23.0 $60.9K - $62.9K
14.9K $342K
TFC
Truist Financial Corp

Financial Services
2.12K
+ 15.9%
$39.48 - $48.15 $83.9K - $102K
15.5K $637K
IP
International Paper CO

Consumer Cyclical
1.24K
+ 5.77%
$49.38 - $60.09 $61K - $74.2K
22.6K $1.21M
KLAC
Kla Corp

Technology
32
+ 4.73%
$636.62 - $777.63 $20.4K - $24.9K
708 $481K
BK
Bank Of New York Mellon Corp

Financial Services
283
+ 6.93%
$75.42 - $88.95 $21.3K - $25.2K
4.37K $366K
VCIT
Vanguard Intermediate Term Cor

ETFs
434
+ 5.06%
$79.17 - $82.04 $34.4K - $35.6K
9K $735K
SPGI
S&P Global Inc.

Financial Services
55
+ 3.6%
$478.26 - $543.77 $26.3K - $29.9K
1.58K $804K
NFLX
Netflix Inc

Communication Services
15
+ 2.25%
$828.4 - $1058.6 $12.4K - $15.9K
681 $635K
VTV
Vanguard Value ETF

ETFs
205
+ 4.94%
$167.73 - $179.21 $34.4K - $36.7K
4.36K $744K
KMB
Kimberly Clark Corp

Consumer Defensive
118
+ 6.07%
$124.46 - $147.4 $14.7K - $17.4K
2.06K $293K
CINF
Cincinnati Financial Corp

Financial Services
36
+ 0.46%
$133.67 - $147.81 $4.81K - $5.32K
7.8K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
88
+ 1.87%
$158.56 - $176.26 $14K - $15.5K
4.79K $816K
WSO
Watsco Inc

Industrials
6
+ 0.87%
$463.86 - $530.75 $2.78K - $3.18K
693 $352K
C
Citigroup Inc

Financial Services
242
+ 2.49%
$67.23 - $84.63 $16.3K - $20.5K
9.96K $706K
TT
Trane Technologies PLC

Industrials
556
+ 10.84%
$332.0 - $400.86 $185K - $223K
5.69K $1.92M
VUG
Vanguard Growth ETF

ETFs
326
+ 12.83%
$369.1 - $427.61 $120K - $139K
2.87K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
144
+ 4.27%
$126.11 - $135.06 $18.2K - $19.4K
3.52K $448K
HRB
H&R Block Inc

Consumer Cyclical
112
+ 2.19%
$49.96 - $55.97 $5.6K - $6.27K
5.24K $287K
GPC
Genuine Parts CO

Consumer Cyclical
52
+ 1.55%
$115.91 - $129.02 $6.03K - $6.71K
3.41K $406K
BAC
Bank Of America Corp

Financial Services
891
+ 8.02%
$39.61 - $47.74 $35.3K - $42.5K
12K $501K
META
Meta Platforms, Inc.

Communication Services
67
+ 3.3%
$576.36 - $736.67 $38.6K - $49.4K
2.1K $1.21M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.02%
$112.81 - $126.16 $338 - $378
12.3K $1.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
398
+ 4.49%
$91.76 - $103.26 $36.5K - $41.1K
9.27K $854K
VOE
Vanguard Mid Cap Value Index F

ETFs
211
+ 2.56%
$156.61 - $168.02 $33K - $35.5K
8.44K $1.34M
OMF
One Main Holdings, Inc.

Financial Services
461
+ 11.11%
$45.35 - $58.06 $20.9K - $26.8K
4.61K $225K
PEG
Public Service Enterprise Group Inc

Utilities
275
+ 3.27%
$78.2 - $90.39 $21.5K - $24.9K
8.68K $714K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
41
+ 3.69%
$196.12 - $229.48 $8.04K - $9.41K
1.15K $231K
STX
Seagate Technology Holdings PLC

Technology
66
+ 2.12%
$84.92 - $108.42 $5.6K - $7.16K
3.18K $270K
PFF
Ishares Trust Ishares Pfd And

ETFs
220
+ 2.22%
$30.73 - $32.26 $6.76K - $7.1K
10.1K $312K
Blackrock ETF Trust Ii
2.02K
+ 6.37%
N/A
33.8K $0
Blackrock ETF Trust Ii
10.4K
New
N/A
10.4K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
27.4K
New
N/A
27.4K $0
Blackrock ETF Trust
11.2K
New
N/A
11.2K $0
Brookfield Asset Managmt LTD
84
+ 1.56%
N/A
5.47K $0
Linde PLC
71
+ 4.28%
N/A
1.73K $0
Lazard Inc
139
+ 2.51%
N/A
5.67K $0
PFE
Pfizer Inc

Healthcare
424
+ 3.56%
$25.01 - $27.13 $10.6K - $11.5K
12.3K $312K
SON
Sonoco Products CO

Consumer Cyclical
133
+ 2.04%
$44.71 - $49.22 $5.95K - $6.55K
6.64K $313K
SCHX
Schwab Strategic Tr Us Large C

ETFs
376
+ 3.35%
$21.75 - $24.28 $8.18K - $9.13K
11.6K $255K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
366
+ 2.21%
$25.93 - $29.28 $9.49K - $10.7K
17K $460K
CFG
Citizens Financial Group Inc

Financial Services
1.38K
+ 6.04%
$39.73 - $48.36 $54.7K - $66.6K
24.2K $990K
USXF
Ishares Esg Advanced Msci Usa

Technology
283
+ 3.57%
$46.38 - $52.65 $13.1K - $14.9K
8.21K $381K
MET
Metlife Inc

Financial Services
83
+ 0.6%
$77.7 - $87.0 $6.45K - $7.22K
13.8K $1.11M
DSI
Ishares Msci Kld 400 Social Et

ETFs
66
+ 2.03%
$101.98 - $115.66 $6.73K - $7.63K
3.31K $337K
SNPS
Synopsys Inc

Technology
29
+ 4.57%
$428.58 - $551.54 $12.4K - $16K
663 $284K
Activity Summary
Buys All Purchases 123 New Holdings 13 Increased Positions 110 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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