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
DIS
Walt Disney CO

Communication Services
-2.5K
- 18.73%
$85.6 - $98.61 $214K - $246K
10.8K $1.04M
CVX
Chevron Corp

Energy
-1.2K
- 14.96%
$137.88 - $161.97 $165K - $194K
6.79K $999K
HCA
Hca Healthcare, Inc.

Healthcare
-1.78K
- 31.65%
$315.12 - $406.43 $559K - $721K
3.83K $1.56M
FTSL
First Trust Senior Ln Fund

ETFs
-5.07K
- 20.12%
$45.51 - $46.26 $231K - $235K
20.1K $924K
IFRA
Ishares Tr

ETFs
-6.06K
- 41.21%
$41.55 - $46.97 $252K - $284K
8.64K $405K
PWR
Quanta Services, Inc.

Industrials
-1.5K
- 27.09%
$239.58 - $298.23 $359K - $447K
4.04K $1.2M
F
Ford Motor CO

Consumer Cyclical
-9.43K
- 18.52%
$9.71 - $14.55 $91.5K - $137K
41.5K $437K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-379
- 14.54%
$460.0 - $505.78 $174K - $192K
2.23K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
-1.31K
- 20.18%
$160.76 - $177.82 $211K - $234K
5.2K $899K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.77K
- 18.66%
$92.56 - $99.46 $164K - $176K
7.7K $738K
MPC
Marathon Petroleum Corp

Energy
-739
- 20.96%
$158.61 - $180.75 $117K - $134K
2.79K $453K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.66K
- 27.68%
$125.95 - $142.04 $209K - $235K
4.33K $614K
EOG
Eog Resources Inc

Energy
-1K
- 14.15%
$117.9 - $132.65 $118K - $133K
6.08K $747K
AMGN
Amgen Inc

Healthcare
-526
- 15.27%
$309.38 - $337.38 $163K - $177K
2.92K $940K
VEA
Vanguard Ftse Developed Market

ETFs
-3.16K
- 34.66%
$47.6 - $53.31 $150K - $169K
5.96K $314K
GIS
General Mills Inc

Consumer Defensive
-3.85K
- 27.15%
$62.5 - $75.15 $241K - $289K
10.3K $763K
ROP
Roper Technologies Inc

Industrials
-220
- 14.92%
$515.25 - $576.55 $113K - $127K
1.26K $698K
C
Citigroup Inc

Financial Services
-1.95K
- 17.1%
$56.11 - $67.61 $110K - $132K
9.47K $593K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-6.7K
- 21.03%
$26.43 - $29.86 $177K - $200K
25.2K $743K
WMB
Williams Companies, Inc.

Energy
-4.64K
- 15.53%
$41.24 - $46.22 $191K - $214K
25.2K $1.15M
SLB
Schlumberger Limited

Energy
-1.75K
- 21.43%
$39.57 - $49.67 $69.3K - $87K
6.43K $269K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.84K
- 13.25%
$107.93 - $120.23 $199K - $222K
12.1K $1.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.54K
- 17.46%
$100.75 - $111.62 $155K - $172K
7.27K $794K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.99K
- 28.4%
$31.18 - $33.5 $124K - $134K
10.1K $333K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-491
- 16.44%
$531.86 - $624.21 $261K - $306K
2.5K $1.54M
VZ
Verizon Communications Inc

Communication Services
-4.79K
- 15.79%
$38.89 - $45.0 $186K - $216K
25.5K $1.15M
GPC
Genuine Parts CO

Consumer Cyclical
-784
- 17.0%
$131.04 - $147.11 $103K - $115K
3.83K $534K
KO
Coca Cola CO

Consumer Defensive
-4.21K
- 16.88%
$62.69 - $73.01 $264K - $307K
20.7K $1.49M
T
At&T Inc.

Communication Services
-12.2K
- 20.68%
$18.21 - $22.28 $223K - $273K
47K $1.03M
SNPS
Synopsys Inc

Technology
-66
- 9.23%
$463.97 - $621.3 $30.6K - $41K
649 $328K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.44K
- 28.17%
$83.76 - $91.82 $120K - $132K
3.67K $334K
MO
Altria Group, Inc.

Consumer Defensive
-3.82K
- 19.52%
$45.95 - $54.71 $175K - $209K
15.7K $803K
SRE
Sempra Energy

Utilities
-1.89K
- 18.44%
$74.97 - $84.04 $142K - $159K
8.37K $700K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.02K
- 25.84%
$22.38 - $23.66 $89.9K - $95K
11.5K $270K
CME
Cme Group Inc.

Financial Services
-678
- 22.21%
$193.43 - $220.62 $131K - $150K
2.38K $523K
KLAC
Kla Corp

Technology
-54
- 8.07%
$696.17 - $892.35 $37.6K - $48.2K
615 $476K
WEN
Wendy'S CO

Consumer Cyclical
-4.76K
- 27.25%
$15.83 - $18.24 $75.4K - $86.9K
12.7K $222K
CRM
Salesforce, Inc.

Technology
-459
- 14.34%
$238.42 - $276.53 $109K - $127K
2.74K $750K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.73K
- 18.04%
$45.6 - $46.83 $79.1K - $81.2K
7.88K $368K
HD
Home Depot, Inc.

Consumer Cyclical
-1.15K
- 17.65%
$333.64 - $405.2 $385K - $468K
5.39K $2.18M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.15K
- 18.26%
$58.35 - $66.29 $184K - $209K
14.1K $934K
SON
Sonoco Products CO

Consumer Cyclical
-1.88K
- 21.01%
$48.33 - $56.57 $90.6K - $106K
7.05K $385K
HPQ
Hp Inc

Technology
-2.18K
- 16.06%
$32.02 - $38.11 $69.6K - $82.9K
11.4K $407K
EMR
Emerson Electric CO

Industrials
-533
- 13.65%
$98.19 - $118.87 $52.3K - $63.4K
3.37K $368K
MA
Mastercard Inc

Financial Services
-655
- 13.12%
$429.6 - $500.99 $281K - $328K
4.34K $2.14M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-3.56K
- 16.85%
$28.08 - $32.61 $100K - $116K
17.6K $555K
AEP
American Electric Power CO Inc

Utilities
-2.58K
- 18.31%
$87.11 - $104.95 $225K - $271K
11.5K $1.18M
IP
International Paper CO

Consumer Cyclical
-4.17K
- 15.99%
$42.55 - $49.98 $177K - $208K
21.9K $1.07M
DUK
Duke Energy Corp

Utilities
-2.02K
- 17.07%
$99.35 - $117.71 $200K - $237K
9.79K $1.13M
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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