My Legacy Advisors, LLC Reduced Holdings in Q4 2024

My Legacy Advisors, LLC

  • $252 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-15.9K
- 6.05%
$45.07 - $47.1 $716K - $748K
247K $11.2M
NXPI
Nxp Semiconductors N.V.

Technology
-1.6K
- 33.35%
$207.27 - $255.58 $332K - $409K
3.2K $664K
HCA
Hca Healthcare, Inc.

Healthcare
-192
- 5.01%
$297.52 - $415.61 $57.1K - $79.8K
3.64K $1.09M
CTAS
Cintas Corp

Industrials
-248
- 2.45%
$182.7 - $226.47 $45.3K - $56.2K
9.89K $1.81M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-56
- 2.24%
$501.29 - $612.85 $28.1K - $34.3K
2.44K $1.27M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-766
- 5.43%
$49.78 - $66.55 $38.1K - $51K
13.3K $667K
VTV
Vanguard Value ETF

ETFs
-1.37K
- 24.78%
$168.32 - $181.87 $230K - $249K
4.15K $702K
LMT
Lockheed Martin Corp

Industrials
-164
- 9.21%
$479.66 - $614.62 $78.7K - $101K
1.62K $785K
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.78K
- 10.8%
$35.96 - $39.8 $208K - $230K
47.7K $1.79M
KO
Coca Cola CO

Consumer Defensive
-486
- 2.35%
$61.74 - $71.71 $30K - $34.9K
20.2K $1.26M
MRK
Merck & Co., Inc.

Healthcare
-765
- 11.32%
$96.31 - $114.76 $73.7K - $87.8K
5.99K $596K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-76
- 3.41%
$396.64 - $516.74 $30.1K - $39.3K
2.15K $866K
ABBV
Abb Vie Inc.

Healthcare
-323
- 5.69%
$164.99 - $203.87 $53.3K - $65.9K
5.35K $951K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-897
- 11.48%
$107.06 - $123.74 $96K - $111K
6.92K $756K
GPC
Genuine Parts CO

Consumer Cyclical
-472
- 12.33%
$113.11 - $143.63 $53.4K - $67.8K
3.36K $391K
MPC
Marathon Petroleum Corp

Energy
-545
- 19.56%
$131.65 - $174.84 $71.7K - $95.3K
2.24K $312K
ZTS
Zoetis Inc.

Healthcare
-133
- 3.62%
$162.24 - $194.42 $21.6K - $25.9K
3.54K $577K
PEP
Pepsico Inc

Consumer Defensive
-87
- 1.24%
$151.29 - $176.1 $13.2K - $15.3K
6.93K $1.05M
O
Realty Income Corp

Real Estate
-353
- 3.07%
$51.76 - $64.71 $18.3K - $22.8K
11.1K $595K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-639
- 8.79%
$99.04 - $109.59 $63.3K - $70K
6.63K $660K
AEP
American Electric Power CO Inc

Utilities
-115
- 1.0%
$90.91 - $102.21 $10.5K - $11.8K
11.4K $1.05M
ES
Eversource Energy

Utilities
-647
- 7.51%
$55.9 - $67.73 $36.2K - $43.8K
7.96K $457K
GIS
General Mills Inc

Consumer Defensive
-374
- 3.62%
$62.78 - $74.62 $23.5K - $27.9K
9.96K $635K
AWK
American Water Works Company, Inc.

Utilities
-130
- 2.91%
$123.83 - $146.07 $16.1K - $19K
4.34K $540K
PG
Procter & Gamble CO

Consumer Defensive
-494
- 9.5%
$161.05 - $179.7 $79.6K - $88.8K
4.7K $788K
HD
Home Depot, Inc.

Consumer Cyclical
-43
- 0.8%
$385.02 - $431.37 $16.6K - $18.5K
5.34K $2.08M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-970
- 5.52%
$27.09 - $32.06 $26.3K - $31.1K
16.6K $465K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3K
- 19.63%
$22.65 - $23.8 $68K - $71.4K
12.3K $278K
IEV
Ishares Tr Europe ETF

ETFs
-438
- 4.52%
$52.03 - $57.63 $22.8K - $25.2K
9.26K $482K
DUK
Duke Energy Corp

Utilities
-54
- 0.55%
$105.76 - $120.76 $5.71K - $6.52K
9.74K $1.05M
ABT
Abbott Laboratories

Healthcare
-672
- 16.08%
$111.93 - $119.39 $75.2K - $80.2K
3.51K $396K
FE
Firstenergy Corp

Utilities
-12
- 0.07%
$39.14 - $44.52 $470 - $534
17.2K $685K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-262
- 6.06%
$131.66 - $144.0 $34.5K - $37.7K
4.06K $536K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-559
- 2.22%
$26.65 - $29.34 $14.9K - $16.4K
24.6K $667K
VUG
Vanguard Growth ETF

ETFs
-367
- 12.62%
$378.79 - $428.11 $139K - $157K
2.54K $1.04M
CVX
Chevron Corp

Energy
-374
- 5.51%
$141.15 - $162.53 $52.8K - $60.8K
6.42K $929K
SON
Sonoco Products CO

Consumer Cyclical
-545
- 7.73%
$48.6 - $54.89 $26.5K - $29.9K
6.51K $317K
OEF
Ishares S&P 100 ETF

ETFs
-244
- 3.1%
N/A
7.62K $2.03M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-714
- 6.82%
$75.44 - $80.53 $53.9K - $57.5K
9.75K $739K
F
Ford Motor CO

Consumer Cyclical
-3.24K
- 7.8%
$9.69 - $11.4 $31.3K - $36.9K
38.2K $378K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-450
- 2.12%
$42.79 - $44.9 $19.3K - $20.2K
20.8K $892K
VEA
Vanguard Ftse Developed Market

ETFs
-578
- 9.7%
$47.57 - $52.44 $27.5K - $30.3K
5.38K $257K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-35
- 0.63%
$442.29 - $483.08 $15.5K - $16.9K
5.51K $2.5M
ROP
Roper Technologies Inc

Industrials
-1
- 0.08%
$519.85 - $575.95 $520 - $576
1.25K $651K
FITB
Fifth Third Bancorp

Financial Services
-737
- 2.64%
$41.76 - $48.44 $30.8K - $35.7K
27.2K $1.15M
FTSL
First Trust Senior Ln Fund

ETFs
-1.14K
- 5.68%
$45.9 - $46.48 $52.5K - $53.1K
19K $878K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-406
- 11.08%
$88.59 - $94.57 $36K - $38.4K
3.26K $289K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-514
- 4.91%
$100.38 - $107.86 $51.6K - $55.4K
9.95K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-374
- 8.06%
$81.68 - $82.93 $30.5K - $31K
4.27K $349K
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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