My Legacy Advisors, LLC Incresed Positions in Q1 2025

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
5.17K
+ 45.37%
$185.78 - $198.58 $960K - $1.03M
16.6K $3.13M
IEMG
Ishares Inc

ETFs
13.8K
+ 91.82%
N/A
28.9K $1.55M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.11K
+ 92.17%
$97.25 - $104.79 $594K - $640K
12.7K $1.31M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.53K
+ 3.46%
$44.72 - $46.25 $382K - $395K
255K $11.7M
GLDM
World Gold Trust

ETFs
6.74K
+ 95.58%
$52.19 - $61.89 $352K - $417K
13.8K $841K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
134
+ 2.43%
$442.66 - $534.52 $59.3K - $71.6K
5.64K $2.96M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.13K
+ 14.31%
$49.25 - $50.66 $449K - $462K
72.9K $3.61M
COST
Costco Wholesale Corp

Consumer Defensive
309
+ 11.92%
$890.62 - $1076.86 $275K - $333K
2.9K $2.74M
OEF
Ishares S&P 100 ETF

ETFs
1.31K
+ 17.18%
N/A
8.93K $2.38M
T
At&T Inc.

Communication Services
3.27K
+ 7.13%
$21.56 - $28.28 $70.4K - $92.3K
49.1K $1.39M
V
Visa Inc.

Financial Services
232
+ 3.35%
$306.92 - $362.71 $71.2K - $84.1K
7.15K $2.51M
EMB
Ishares Tr

ETFs
3.01K
+ 9.32%
$88.64 - $92.03 $267K - $277K
35.4K $3.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.75K
+ 4.94%
$42.38 - $43.28 $328K - $335K
165K $7M
VB
Vanguard Small Cap ETF

ETFs
1.38K
+ 59.9%
$217.89 - $252.64 $300K - $348K
3.67K $814K
CTAS
Cintas Corp

Industrials
171
+ 1.73%
$182.09 - $208.14 $31.1K - $35.6K
10.1K $2.07M
HYG
Ishares Tr

ETFs
2.46K
+ 2.78%
$78.51 - $80.11 $193K - $197K
90.7K $7.15M
WMB
Williams Companies, Inc.

Energy
1.06K
+ 4.27%
$54.02 - $61.09 $57K - $64.4K
25.8K $1.54M
ETR
Entergy Corp

Utilities
542
+ 3.41%
$75.26 - $87.89 $40.8K - $47.6K
16.4K $1.41M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
49
+ 2.28%
$402.49 - $513.76 $19.7K - $25.2K
2.2K $1.07M
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 7.3%
$50.81 - $60.02 $59.9K - $70.8K
17.3K $1.04M
DUK
Duke Energy Corp

Utilities
369
+ 3.79%
$105.87 - $121.97 $39.1K - $45K
10.1K $1.23M
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.28%
$169.2 - $216.66 $2.54K - $3.25K
5.37K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
122
+ 2.61%
$279.74 - $321.29 $34.1K - $39.2K
4.8K $1.5M
SRLN
Ssga Active Trust

ETFs
4.29K
+ 6.67%
$41.02 - $41.99 $176K - $180K
68.6K $2.82M
AMT
American Tower Corp

Real Estate
148
+ 4.89%
$173.46 - $217.6 $25.7K - $32.2K
3.17K $690K
XOM
Exxon Mobil Corp

Energy
419
+ 5.66%
$105.44 - $118.93 $44.2K - $49.8K
7.82K $930K
IBM
International Business Machines Corp

Technology
19
+ 0.47%
$217.4 - $264.74 $4.13K - $5.03K
4.08K $1.02M
MA
Mastercard Inc

Financial Services
35
+ 0.82%
$504.67 - $576.31 $17.7K - $20.2K
4.28K $2.35M
WEC
Wec Energy Group, Inc.

Utilities
92
+ 1.4%
$92.12 - $108.98 $8.48K - $10K
6.66K $725K
LLY
Eli Lilly & CO

Healthcare
102
+ 22.37%
$725.72 - $929.72 $74K - $94.8K
558 $460K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.55K
+ 1.06%
$22.46 - $23.26 $34.9K - $36.1K
148K $3.43M
ROP
Roper Technologies Inc

Industrials
19
+ 1.52%
$502.71 - $593.81 $9.55K - $11.3K
1.27K $750K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
33
+ 1.18%
$208.48 - $244.03 $6.88K - $8.05K
2.82K $688K
NI
Nisource Inc.

Utilities
655
+ 3.09%
$35.57 - $41.23 $23.3K - $27K
21.8K $875K
CME
Cme Group Inc.

Financial Services
56
+ 2.41%
$225.82 - $266.54 $12.6K - $14.9K
2.38K $632K
F
Ford Motor CO

Consumer Cyclical
8.59K
+ 22.48%
$9.12 - $10.43 $78.3K - $89.6K
46.8K $469K
COF
Capital One Financial Corp

Financial Services
464
+ 7.19%
$163.87 - $209.82 $76K - $97.4K
6.91K $1.24M
FNF
Fidelity National Financial, Inc.

Financial Services
197
+ 2.31%
$54.25 - $65.27 $10.7K - $12.9K
8.72K $567K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
811
+ 24.88%
$87.68 - $94.52 $71.1K - $76.7K
4.07K $377K
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
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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