My Legacy Advisors, LLC Reduced Holdings in Q1 2025

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-60
- 0.49%
$22.42 - $23.22 $1.35K - $1.39K
12.2K $281K
SHW
Sherwin Williams CO

Basic Materials
-11
- 1.25%
$330.16 - $365.55 $3.63K - $4.02K
867 $302K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-94
- 0.45%
$42.36 - $43.8 $3.98K - $4.12K
20.7K $896K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-11
- 0.21%
$39.65 - $43.35 $436 - $477
5.23K $219K
VEA
Vanguard Ftse Developed Market

ETFs
-225
- 4.18%
$47.4 - $52.99 $10.7K - $11.9K
5.16K $264K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14
- 0.34%
$128.74 - $138.67 $1.8K - $1.94K
4.05K $543K
D
Dominion Energy, Inc

Utilities
-302
- 2.44%
$52.85 - $57.43 $16K - $17.3K
12.1K $678K
SLB
Schlumberger Limited

Energy
-247
- 3.83%
$38.4 - $43.74 $9.48K - $10.8K
6.19K $258K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-166
- 1.38%
$34.14 - $37.91 $5.67K - $6.29K
11.9K $429K
PFG
Principal Financial Group Inc

Financial Services
-66
- 1.45%
$76.34 - $89.04 $5.04K - $5.88K
4.48K $377K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-79
- 1.37%
$67.08 - $76.14 $5.3K - $6.02K
5.7K $421K
UNH
Unitedhealth Group Inc

Healthcare
-106
- 2.2%
$461.52 - $548.18 $48.9K - $58.1K
4.71K $2.46M
EOG
Eog Resources Inc

Energy
-20
- 0.31%
$120.54 - $138.05 $2.41K - $2.76K
6.41K $821K
O
Realty Income Corp

Real Estate
-178
- 1.6%
$51.67 - $58.49 $9.2K - $10.4K
11K $636K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 0.5%
$225.19 - $279.95 $11.3K - $14K
9.9K $2.43M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-228
- 3.3%
$106.31 - $123.73 $24.2K - $28.2K
6.69K $827K
AWK
American Water Works Company, Inc.

Utilities
-130
- 3.0%
$121.01 - $149.31 $15.7K - $19.4K
4.21K $620K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-83
- 0.34%
$26.71 - $31.58 $2.22K - $2.62K
24.5K $749K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-666
- 5.0%
$46.15 - $63.53 $30.7K - $42.3K
12.7K $779K
VZ
Verizon Communications Inc

Communication Services
-510
- 1.99%
$37.81 - $46.49 $19.3K - $23.7K
25.1K $1.14M
CVX
Chevron Corp

Energy
-113
- 1.76%
$146.71 - $167.97 $16.6K - $19K
6.3K $1.05M
AMGN
Amgen Inc

Healthcare
-30
- 0.98%
$258.59 - $327.36 $7.76K - $9.82K
3.04K $945K
HCA
Hca Healthcare, Inc.

Healthcare
-40
- 1.1%
$296.7 - $345.55 $11.9K - $13.8K
3.6K $1.24M
AEP
American Electric Power CO Inc

Utilities
-287
- 2.52%
$90.32 - $109.27 $25.9K - $31.4K
11.1K $1.21M
KO
Coca Cola CO

Consumer Defensive
-109
- 0.54%
$60.81 - $72.32 $6.63K - $7.88K
20.1K $1.44M
PM
Philip Morris International Inc.

Consumer Defensive
-62
- 1.02%
$117.15 - $158.79 $7.26K - $9.84K
6.01K $954K
TMUS
T Mobile Us, Inc.

Communication Services
-22
- 0.28%
$211.3 - $272.83 $4.65K - $6K
7.86K $2.1M
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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