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
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
MO
Altria Group, Inc.

Consumer Defensive
1.13K
+ 6.52%
$55.56 - $60.91 $62.7K - $68.8K
18.5K $1.08M
ES
Eversource Energy

Utilities
460
+ 5.45%
$54.25 - $65.89 $25K - $30.3K
8.9K $565K
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
Blackrock ETF Trust
50.3K
+ 450.08%
N/A
61.5K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
33.3K
+ 121.48%
N/A
60.7K $0
Blackrock ETF Trust Ii
6.69K
+ 19.8%
N/A
40.5K $0
Linde PLC
201
+ 11.63%
N/A
1.93K $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
SLB
Schlumberger Limited

Energy
1.06K
+ 17.15%
$31.95 - $42.2 $33.9K - $44.8K
7.26K $245K
AEP
American Electric Power CO Inc

Utilities
353
+ 3.18%
$98.59 - $109.11 $34.8K - $38.5K
11.5K $1.19M
VZ
Verizon Communications Inc

Communication Services
654
+ 2.6%
$41.67 - $45.62 $27.3K - $29.8K
25.8K $1.12M
WEC
Wec Energy Group, Inc.

Utilities
55
+ 0.83%
$102.24 - $109.76 $5.62K - $6.04K
6.72K $699K
EOG
Eog Resources Inc

Energy
235
+ 3.67%
$104.61 - $129.97 $24.6K - $30.5K
6.64K $794K
ETR
Entergy Corp

Utilities
128
+ 0.78%
$79.01 - $86.61 $10.1K - $11.1K
16.6K $1.38M
CVX
Chevron Corp

Energy
821
+ 13.02%
$133.73 - $168.51 $110K - $138K
7.13K $1.02M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
431
+ 2.54%
$22.66 - $26.12 $9.77K - $11.3K
17.4K $425K
DUK
Duke Energy Corp

Utilities
21
+ 0.21%
$112.46 - $124.05 $2.36K - $2.61K
10.1K $1.2M
MCD
Mcdonalds Corp

Consumer Cyclical
166
+ 3.46%
$285.55 - $321.23 $47.4K - $53.3K
4.97K $1.45M
MRK
Merck & Co., Inc.

Healthcare
49
+ 0.84%
$73.47 - $87.12 $3.6K - $4.27K
5.89K $466K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
338
+ 5.99%
$483.48 - $539.8 $163K - $182K
5.98K $2.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
63
+ 2.86%
$421.16 - $509.5 $26.5K - $32.1K
2.26K $1.01M
FNF
Fidelity National Financial, Inc.

Financial Services
354
+ 4.06%
$53.62 - $66.59 $19K - $23.6K
9.07K $508K
ABBV
Abb Vie Inc.

Healthcare
45
+ 0.84%
$170.16 - $206.27 $7.66K - $9.28K
5.41K $1M
IP
International Paper CO

Consumer Cyclical
548
+ 2.42%
$43.89 - $54.46 $24.1K - $29.8K
23.2K $1.09M
TMUS
T Mobile Us, Inc.

Communication Services
272
+ 3.46%
$220.99 - $268.54 $60.1K - $73K
8.13K $1.94M
TMO
Thermo Fisher Scientific Inc.

Healthcare
68
+ 2.74%
$390.26 - $489.06 $26.5K - $33.3K
2.55K $1.04M
AAPL
Apple Inc.

Technology
930
+ 2.43%
$172.42 - $223.89 $160K - $208K
39.2K $8.04M
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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