My Legacy Advisors, LLC Reduced Holdings in Q3 2024

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-121K
- 51.92%
$60.84 - $67.51 $7.38M - $8.19M
112K $7.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
-37.6K
- 41.85%
$84.77 - $97.13 $3.19M - $3.65M
52.2K $5M
IVV
Ishares Core S&P 500 ETF

ETFs
-5.06K
- 24.17%
$520.18 - $576.82 $2.63M - $2.92M
15.9K $9.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14.5K
- 36.88%
$162.64 - $179.3 $2.35M - $2.59M
24.8K $4.44M
EFG
Msci Eafe Growth ETF

ETFs
-23.9K
- 40.53%
$96.84 - $108.77 $2.31M - $2.59M
35K $3.77M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-51.6K
- 37.04%
$44.24 - $49.47 $2.28M - $2.55M
87.6K $4.34M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-50.5K
- 41.72%
$45.2 - $47.87 $2.28M - $2.42M
70.5K $3.35M
MSFT
Microsoft Corp

Technology
-3.69K
- 16.42%
$395.15 - $467.56 $1.46M - $1.73M
18.8K $8.08M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.82K
- 39.46%
$133.16 - $158.73 $1.31M - $1.56M
15.1K $2.28M
IEMG
Ishares Inc

ETFs
-25.9K
- 62.89%
$53.64 - $53.64 $1.39M - $1.39M
15.3K $818K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-37.7K
- 12.54%
$44.83 - $47.42 $1.69M - $1.79M
263K $12.4M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-17.2K
- 62.17%
$70.02 - $76.68 $1.2M - $1.32M
10.5K $802K
IVE
Ishares S&P 500 Value ETF

ETFs
-7.14K
- 38.82%
$181.06 - $197.17 $1.29M - $1.41M
11.2K $2.22M
GOOGL
Alphabet Inc.

Communication Services
-4.49K
- 19.66%
$148.65 - $191.18 $668K - $859K
18.4K $3.04M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-21.6K
- 27.25%
$49.93 - $51.15 $1.08M - $1.1M
57.6K $2.95M
MBB
Ishares Tr

ETFs
-11.8K
- 29.13%
$90.85 - $96.66 $1.07M - $1.14M
28.7K $2.75M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-11.4K
- 44.06%
$89.91 - $101.33 $1.02M - $1.15M
14.4K $1.42M
HYG
Ishares Tr

ETFs
-15K
- 14.69%
$76.72 - $80.36 $1.15M - $1.2M
86.9K $6.98M
AAPL
Apple Inc.

Technology
-7.66K
- 17.78%
$207.23 - $234.82 $1.59M - $1.8M
35.4K $8.25M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-22.8K
- 13.17%
$41.95 - $43.42 $957K - $990K
150K $6.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.31K
- 14.16%
$161.02 - $200.0 $534K - $663K
20.1K $3.74M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-18.6K
- 61.79%
$35.73 - $39.48 $666K - $736K
11.5K $451K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.66K
- 64.23%
$92.63 - $105.69 $617K - $704K
3.71K $386K
ASML
Asml Holding Nv

Technology
-316
- 15.41%
$749.82 - $1098.95 $237K - $347K
1.73K $1.44M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-9.55K
- 62.24%
$66.31 - $74.08 $633K - $707K
5.79K $425K
VUG
Vanguard Growth ETF

ETFs
-1.73K
- 37.27%
$341.08 - $391.94 $589K - $677K
2.91K $1.12M
OEF
Ishares S&P 100 ETF

ETFs
-2.29K
- 22.56%
$266.03 - $266.03 $609K - $609K
7.86K $2.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.12K
- 60.53%
$81.31 - $83.29 $579K - $593K
4.64K $385K
VTV
Vanguard Value ETF

ETFs
-3.78K
- 40.62%
$159.75 - $174.57 $603K - $659K
5.52K $963K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.73K
- 57.6%
$117.9 - $128.2 $557K - $606K
3.48K $446K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-7.13K
- 46.91%
$75.88 - $83.21 $541K - $593K
8.06K $670K
NVDA
Nvidia Corp

Technology
-3.15K
- 8.63%
$98.91 - $134.91 $312K - $425K
33.4K $4.05M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-11.4K
- 65.26%
$34.69 - $36.83 $394K - $418K
6.04K $214K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-9.19K
- 58.32%
$44.55 - $48.12 $410K - $442K
6.57K $301K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.96K
- 23.62%
$113.45 - $126.18 $449K - $500K
12.8K $1.62M
COST
Costco Wholesale Corp

Consumer Defensive
-564
- 17.6%
$801.83 - $917.05 $452K - $517K
2.64K $2.34M
NXPI
Nxp Semiconductors N.V.

Technology
-899
- 15.78%
$225.14 - $290.78 $202K - $261K
4.8K $1.15M
ADBE
Adobe Inc.

Technology
-476
- 15.07%
$508.13 - $586.55 $242K - $279K
2.68K $1.39M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-18.9K
- 61.28%
$19.48 - $20.97 $368K - $396K
11.9K $247K
JPM
Jpmorgan Chase & CO

Financial Services
-2.14K
- 18.12%
$194.9 - $224.8 $417K - $481K
9.67K $2.04M
SRLN
Ssga Active Trust

ETFs
-8.27K
- 11.86%
$40.93 - $41.85 $339K - $346K
61.5K $2.57M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.19K
- 15.36%
$56.04 - $62.99 $403K - $453K
39.6K $2.42M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-8.12K
- 61.68%
$40.48 - $45.39 $329K - $369K
5.05K $222K
V
Visa Inc.

Financial Services
-1.62K
- 18.43%
$253.74 - $291.56 $410K - $471K
7.15K $1.97M
NVO
Novo Nordisk A S

Healthcare
-1.21K
- 15.04%
$119.07 - $145.42 $144K - $176K
6.83K $813K
EMB
Ishares Tr

ETFs
-5.47K
- 15.37%
$87.75 - $93.74 $480K - $512K
30.1K $2.82M
MRK
Merck & Co., Inc.

Healthcare
-2.03K
- 23.09%
$111.15 - $128.97 $226K - $262K
6.76K $767K
PEP
Pepsico Inc

Consumer Defensive
-2.07K
- 22.75%
$161.9 - $179.3 $334K - $370K
7.02K $1.19M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-3.54K
- 25.28%
$91.41 - $101.59 $323K - $360K
10.5K $1.06M
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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