My Legacy Advisors, LLC Purchases in Q4 2024

My Legacy Advisors, LLC

  • $252 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
1.96K
+ 12.96%
$31.58 - $36.88 $62K - $72.4K
17.1K $552K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.2K
+ 8.56%
$51.33 - $53.74 $61.6K - $64.5K
15.2K $784K
VOE
Vanguard Mid Cap Value Index F

ETFs
456
+ 5.87%
$160.89 - $176.18 $73.4K - $80.3K
8.23K $1.33M
USXF
Ishares Esg Advanced Msci Usa

Technology
341
+ 4.5%
$48.45 - $52.57 $16.5K - $17.9K
7.92K $393K
BBY
Best Buy CO Inc

Consumer Cyclical
706
+ 28.02%
$85.2 - $101.35 $60.2K - $71.6K
3.23K $276K
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 0.1%
$99.28 - $124.45 $199 - $249
2K $229K
QUAL
Ishares Msci Usa Quality Facto

ETFs
239
+ 0.96%
$176.42 - $186.91 $42.2K - $44.7K
25K $4.45M
MBB
Ishares Tr

ETFs
1.43K
+ 4.98%
$91.26 - $95.82 $130K - $137K
30.1K $2.76M
DTE
Dte Energy CO

Utilities
327
+ 8.81%
$117.04 - $129.77 $38.3K - $42.4K
4.04K $487K
XOM
Exxon Mobil Corp

Energy
693
+ 10.33%
$105.51 - $125.37 $73.1K - $86.9K
7.4K $796K
WEC
Wec Energy Group, Inc.

Utilities
233
+ 3.68%
$92.94 - $101.82 $21.7K - $23.7K
6.57K $617K
KMB
Kimberly Clark Corp

Consumer Defensive
203
+ 11.66%
$130.37 - $146.09 $26.5K - $29.7K
1.94K $254K
IWM
Ishares Russell 2000 ETF

ETFs
24
+ 1.3%
$216.13 - $242.4 $5.19K - $5.82K
1.87K $413K
Brookfield Asset Managmt LTD
707
+ 15.11%
N/A
5.39K $0
Lazard Inc
1.26K
+ 29.38%
N/A
5.53K $0
Linde PLC
61
+ 3.82%
N/A
1.66K $0
Blackrock ETF Trust Ii
1.24K
+ 4.07%
N/A
31.7K $0
WTMF
Wisdomtree Tr Managed Futures

ETFs
109
+ 1.8%
$34.6 - $36.99 $3.77K - $4.03K
6.15K $214K
WSO
Watsco Inc

Industrials
21
+ 3.15%
$466.57 - $568.78 $9.8K - $11.9K
687 $325K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
336
+ 9.84%
$64.62 - $71.43 $21.7K - $24K
3.75K $242K
PEG
Public Service Enterprise Group Inc

Utilities
394
+ 4.92%
$81.87 - $94.51 $32.3K - $37.2K
8.4K $709K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.72K
+ 11.9%
$87.1 - $98.49 $150K - $169K
16.2K $1.41M
MSFT
Microsoft Corp

Technology
376
+ 2.0%
$406.35 - $454.46 $153K - $171K
19.2K $8.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
127
+ 1.58%
$80.93 - $85.66 $10.3K - $10.9K
8.19K $662K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
190
+ 3.77%
$40.41 - $45.12 $7.68K - $8.57K
5.24K $212K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7
+ 0.24%
$115.08 - $119.55 $806 - $837
2.91K $336K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
76.4K
+ 108.45%
$22.63 - $47.53 $1.73M - $3.63M
147K $3.34M
SPGI
S&P Global Inc.

Financial Services
26
+ 1.73%
$480.36 - $529.17 $12.5K - $13.8K
1.53K $761K
PFE
Pfizer Inc

Healthcare
239
+ 2.05%
$24.8 - $30.19 $5.93K - $7.22K
11.9K $315K
SLB
Schlumberger Limited

Energy
16
+ 0.25%
$36.83 - $45.59 $589 - $729
6.44K $246K
HPQ
Hp Inc

Technology
261
+ 2.3%
$32.46 - $39.3 $8.47K - $10.3K
11.6K $379K
HRB
H&R Block Inc

Consumer Cyclical
359
+ 7.53%
$52.14 - $63.36 $18.7K - $22.7K
5.12K $270K
D
Dominion Energy, Inc

Utilities
276
+ 2.28%
$52.63 - $60.92 $14.5K - $16.8K
12.4K $667K
HYG
Ishares Tr

ETFs
1.38K
+ 1.59%
$78.09 - $80.04 $108K - $110K
88.3K $6.94M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
540
+ 4.68%
$34.21 - $38.73 $18.5K - $20.9K
12.1K $412K
PFG
Principal Financial Group Inc

Financial Services
5
+ 0.11%
$74.91 - $91.26 $375 - $456
4.55K $351K
IVE
Ishares S&P 500 Value ETF

ETFs
152
+ 1.35%
$189.5 - $206.17 $28.8K - $31.3K
11.4K $2.18M
FNF
Fidelity National Financial, Inc.

Financial Services
117
+ 1.39%
$55.19 - $63.83 $6.46K - $7.47K
8.52K $478K
KLAC
Kla Corp

Technology
61
+ 9.92%
$614.46 - $829.55 $37.5K - $50.6K
676 $425K
STX
Seagate Technology Holdings PLC

Technology
118
+ 3.94%
$86.31 - $112.64 $10.2K - $13.3K
3.11K $268K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.21%
$288.47 - $316.54 $2.88K - $3.17K
4.68K $1.36M
NOC
Northrop Grumman Corp

Industrials
19
+ 1.37%
$466.52 - $543.88 $8.86K - $10.3K
1.41K $660K
EFV
Msci Eafe Value ETF

ETFs
4.74K
+ 7.43%
$51.78 - $57.15 $246K - $271K
68.6K $3.6M
TT
Trane Technologies PLC

Industrials
56
+ 1.1%
$369.35 - $419.14 $20.7K - $23.5K
5.13K $1.89M
AMT
American Tower Corp

Real Estate
149
+ 5.18%
$179.4 - $232.01 $26.7K - $34.6K
3.03K $554K
VZ
Verizon Communications Inc

Communication Services
110
+ 0.43%
$39.6 - $45.21 $4.36K - $4.97K
25.6K $1.03M
NEE
Nextera Energy Inc

Utilities
533
+ 3.97%
$69.77 - $85.43 $37.2K - $45.5K
14K $1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.42K
+ 92.98%
$22.4 - $68.28 $121K - $370K
11.2K $260K
AMGN
Amgen Inc

Healthcare
147
+ 5.04%
$258.78 - $328.31 $38K - $48.3K
3.07K $798K
Activity Summary
Buys All Purchases 105 New Holdings 8 Increased Positions 97 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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