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
VCIT
Vanguard Intermediate Term Cor

ETFs
-41
- 0.48%
$80.13 - $83.77 $3.29K - $3.43K
8.57K $687K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-350
- 9.73%
$107.41 - $115.71 $37.6K - $40.5K
3.25K $357K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-17
- 0.29%
$67.29 - $73.38 $1.14K - $1.25K
5.78K $392K
ARCC
Ares Capital Corp

Financial Services
-2.01K
- 18.27%
$20.74 - $22.27 $41.7K - $44.8K
9.01K $197K
MET
Metlife Inc

Financial Services
-296
- 2.11%
$78.15 - $88.25 $23.1K - $26.1K
13.8K $1.13M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-660
- 8.09%
$62.07 - $66.61 $41K - $44K
7.5K $480K
ACN
Accenture PLC

Technology
-81
- 7.13%
$343.9 - $376.86 $27.9K - $30.5K
1.06K $371K
PFF
Ishares Trust Ishares Pfd And

ETFs
-130
- 1.29%
$31.23 - $33.51 $4.06K - $4.36K
9.92K $311K
SNPS
Synopsys Inc

Technology
-15
- 2.31%
$485.36 - $588.0 $7.28K - $8.82K
634 $307K
WEN
Wendy'S CO

Consumer Cyclical
-325
- 2.56%
$16.26 - $20.42 $5.28K - $6.64K
12.4K $202K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-98
- 0.82%
$19.47 - $20.95 $1.91K - $2.05K
11.8K $230K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-106
- 3.05%
$126.68 - $134.74 $13.4K - $14.3K
3.37K $430K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-144
- 1.83%
$45.38 - $46.88 $6.53K - $6.75K
7.73K $352K
PM
Philip Morris International Inc.

Consumer Defensive
-63
- 1.03%
$118.38 - $133.06 $7.46K - $8.38K
6.07K $730K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-362
- 2.83%
$124.61 - $133.96 $45.1K - $48.5K
12.4K $1.6M
SPMD
Spdr Portfolio

ETFs
-242
- 5.94%
$54.13 - $59.56 $13.1K - $14.4K
3.83K $209K
IEMG
Ishares Inc

ETFs
-200
- 1.31%
N/A
15.1K $808K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-145
- 2.21%
N/A
6.43K $294K
IFRA
Ishares Tr

ETFs
-4
- 0.05%
$45.94 - $51.71 $184 - $207
8.64K $399K
Peakstone Realty Trust
-2.45K
- 7.23%
N/A
31.4K $0
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-2
- 0.03%
$34.1 - $36.82 $68.2 - $73.6
7.45K $260K
T
At&T Inc.

Communication Services
-1.18K
- 2.51%
$21.22 - $23.88 $25K - $28.1K
45.8K $1.04M
CME
Cme Group Inc.

Financial Services
-47
- 1.98%
$221.17 - $246.02 $10.4K - $11.6K
2.33K $540K
VTI
Vanguard Total Stock Market Et

ETFs
-23
- 0.65%
$280.04 - $302.45 $6.44K - $6.96K
3.5K $1.01M
SRE
Sempra Energy

Utilities
-162
- 1.93%
$80.81 - $94.77 $13.1K - $15.4K
8.21K $720K
CINF
Cincinnati Financial Corp

Financial Services
-240
- 3.0%
$132.86 - $160.16 $31.9K - $38.4K
7.77K $1.12M
COST
Costco Wholesale Corp

Consumer Defensive
-47
- 1.78%
$873.59 - $994.69 $41.1K - $46.8K
2.59K $2.38M
IYW
Ishares Dj Us Tech ETF

ETFs
-449
- 2.98%
$148.14 - $166.23 $66.5K - $74.6K
14.6K $2.33M
FTNT
Fortinet, Inc.

Technology
-69
- 1.47%
$76.49 - $99.21 $5.28K - $6.85K
4.63K $437K
IP
International Paper CO

Consumer Cyclical
-513
- 2.34%
$46.64 - $59.57 $23.9K - $30.6K
21.4K $1.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.17K
- 1.04%
$66.77 - $71.52 $78.1K - $83.6K
111K $7.66M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.49K
- 1.7%
$49.03 - $53.35 $72.9K - $79.3K
86.2K $4.42M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.15K
- 4.11%
$94.43 - $105.47 $203K - $226K
50.1K $5.09M
UNM
Unum Group

Financial Services
-128
- 1.7%
$58.88 - $77.07 $7.54K - $9.86K
7.4K $540K
MA
Mastercard Inc

Financial Services
-88
- 2.03%
$491.3 - $536.15 $43.2K - $47.2K
4.25K $2.24M
WMT
Walmart Inc.

Consumer Defensive
-94
- 0.57%
$79.1 - $95.7 $7.44K - $9K
16.5K $1.49M
WMB
Williams Companies, Inc.

Energy
-506
- 2.01%
$46.37 - $59.74 $23.5K - $30.2K
24.7K $1.34M
V
Visa Inc.

Financial Services
-229
- 3.2%
$273.87 - $320.91 $62.7K - $73.5K
6.92K $2.19M
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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