My Legacy Advisors, LLC Incresed Positions 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
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
META
Meta Platforms, Inc.

Communication Services
533
+ 25.42%
$484.66 - $738.09 $258K - $393K
2.63K $1.94M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.84K
+ 4.43%
$43.53 - $54.46 $167K - $209K
90.4K $4.92M
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
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
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
IVE
Ishares S&P 500 Value ETF

ETFs
2.01K
+ 12.16%
$168.34 - $195.42 $339K - $394K
18.6K $3.63M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.51K
+ 3.95%
$40.82 - $43.14 $266K - $281K
171K $7.38M
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
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
TFC
Truist Financial Corp

Financial Services
4.98K
+ 32.16%
$34.79 - $42.99 $173K - $214K
20.5K $879K
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
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
PM
Philip Morris International Inc.

Consumer Defensive
434
+ 7.22%
$149.23 - $184.95 $64.8K - $80.3K
6.45K $1.17M
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
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.12K
+ 31.13%
$77.74 - $78.78 $165K - $167K
8.92K $702K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.07K
+ 33.59%
$22.27 - $29.21 $90.6K - $119K
16.2K $472K
PH
Parker Hannifin Corp

Industrials
54
+ 4.08%
$517.23 - $700.54 $27.9K - $37.8K
1.38K $963K
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
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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