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
FITB
Fifth Third Bancorp

Financial Services
-6.29K
- 18.38%
$36.01 - $43.64 $227K - $274K
27.9K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.04K
- 10.8%
$79.29 - $84.02 $82.7K - $87.6K
8.61K $721K
PLD
Prologis, Inc.

Real Estate
-847
- 20.4%
$111.95 - $132.43 $94.8K - $112K
3.31K $417K
CFG
Citizens Financial Group Inc

Financial Services
-4.48K
- 16.56%
$35.24 - $43.24 $158K - $194K
22.6K $927K
AWK
American Water Works Company, Inc.

Utilities
-956
- 17.62%
$127.76 - $149.9 $122K - $143K
4.47K $653K
PECO
Phillips Edison & Company, Inc.

Real Estate
-9.56K
- 15.16%
$32.1 - $38.93 $307K - $372K
53.5K $2.02M
CSX
Csx Corp

Industrials
-1.73K
- 10.24%
$32.48 - $35.45 $56.1K - $61.3K
15.1K $522K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.14K
- 12.29%
$56.29 - $62.74 $64.4K - $71.8K
8.16K $512K
SHW
Sherwin Williams CO

Basic Materials
-371
- 29.7%
$294.65 - $384.0 $109K - $142K
878 $334K
DVY
Ishares Tr

ETFs
-533
- 21.41%
$119.99 - $135.74 $64K - $72.3K
1.96K $264K
PFG
Principal Financial Group Inc

Financial Services
-899
- 16.53%
$72.94 - $87.46 $65.6K - $78.6K
4.54K $390K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-519
- 12.61%
$97.81 - $108.79 $50.8K - $56.5K
3.6K $391K
PFE
Pfizer Inc

Healthcare
-1.56K
- 11.81%
$27.7 - $31.39 $43.3K - $49K
11.7K $337K
ES
Eversource Energy

Utilities
-2.26K
- 20.76%
$56.52 - $68.38 $128K - $154K
8.61K $585K
WHR
Whirlpool Corp

Consumer Cyclical
-384
- 16.11%
$90.25 - $112.34 $34.7K - $43.1K
2K $213K
FE
Firstenergy Corp

Utilities
-3.49K
- 16.82%
$38.25 - $44.54 $133K - $155K
17.2K $764K
ZTS
Zoetis Inc.

Healthcare
-616
- 14.35%
$172.58 - $196.48 $106K - $121K
3.68K $718K
MET
Metlife Inc

Financial Services
-2.82K
- 16.72%
$67.96 - $82.48 $192K - $233K
14K $1.16M
ARCC
Ares Capital Corp

Financial Services
-1.23K
- 10.03%
$19.8 - $21.28 $24.3K - $26.2K
11K $230K
UNM
Unum Group

Financial Services
-1.72K
- 18.59%
$49.81 - $59.44 $85.7K - $102K
7.53K $447K
TT
Trane Technologies PLC

Industrials
-995
- 16.39%
$314.21 - $388.71 $313K - $387K
5.07K $1.97M
CINF
Cincinnati Financial Corp

Financial Services
-1.42K
- 15.09%
$115.7 - $138.2 $165K - $197K
8.01K $1.09M
LLY
Eli Lilly & CO

Healthcare
-20
- 7.97%
$772.14 - $960.02 $15.4K - $19.2K
231 $204K
SPGI
S&P Global Inc.

Financial Services
-288
- 16.08%
$446.32 - $527.38 $129K - $152K
1.5K $776K
PM
Philip Morris International Inc.

Consumer Defensive
-1.43K
- 18.85%
$101.25 - $127.45 $144K - $182K
6.14K $744K
NNN
National Retail Properties, Inc.

Real Estate
-1.67K
- 16.42%
$42.12 - $48.79 $70.1K - $81.2K
8.47K $410K
STX
Seagate Technology Holdings PLC

Technology
-370
- 11.0%
$92.1 - $110.76 $34.1K - $41K
3K $328K
USB
Us Bancorp \De\

Financial Services
-3.15K
- 14.98%
$39.04 - $47.23 $123K - $149K
17.9K $818K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-204
- 7.67%
$210.25 - $231.86 $42.9K - $47.3K
2.46K $547K
WEC
Wec Energy Group, Inc.

Utilities
-1.6K
- 20.11%
$77.68 - $96.19 $124K - $153K
6.34K $609K
HRB
H&R Block Inc

Consumer Cyclical
-960
- 16.77%
$52.99 - $66.6 $50.9K - $63.9K
4.77K $302K
DTE
Dte Energy CO

Utilities
-620
- 14.32%
$108.67 - $128.41 $67.4K - $79.6K
3.71K $476K
ACN
Accenture PLC

Technology
-202
- 15.1%
$295.44 - $355.81 $59.7K - $71.9K
1.14K $401K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-453
- 5.73%
$32.02 - $34.87 $14.5K - $15.8K
7.45K $259K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-341
- 5.53%
$61.11 - $67.85 $20.8K - $23.1K
5.82K $395K
Linde PLC
-260
- 14.01%
N/A
1.6K $0
Peakstone Realty Trust
-11K
- 24.53%
N/A
33.9K $0
GIGB
Goldman Sachs ETF Access Invt
-1.92K
- 22.18%
N/A
6.72K $0
Brookfield Asset Managmt LTD
-765
- 14.05%
N/A
4.68K $0
NOC
Northrop Grumman Corp

Industrials
-289
- 17.22%
$423.73 - $533.14 $122K - $154K
1.39K $733K
NI
Nisource Inc.

Utilities
-3.99K
- 16.4%
$28.54 - $34.64 $114K - $138K
20.3K $703K
XOM
Exxon Mobil Corp

Energy
-87
- 1.28%
$109.72 - $119.0 $9.55K - $10.4K
6.71K $786K
WSO
Watsco Inc

Industrials
-24
- 3.48%
$448.73 - $519.89 $10.8K - $12.5K
666 $327K
RF
Regions Financial Corp

Financial Services
-3.44K
- 12.3%
$19.51 - $23.42 $67K - $80.4K
24.5K $571K
UNH
Unitedhealth Group Inc

Healthcare
-676
- 12.5%
$488.01 - $604.18 $330K - $408K
4.73K $2.77M
NEE
Nextera Energy Inc

Utilities
-2.44K
- 15.35%
$69.9 - $84.97 $170K - $207K
13.4K $1.14M
TMUS
T Mobile Us, Inc.

Communication Services
-1.26K
- 13.88%
$175.14 - $206.36 $221K - $260K
7.82K $1.61M
MCD
Mcdonalds Corp

Consumer Cyclical
-852
- 15.43%
$245.82 - $304.51 $209K - $259K
4.67K $1.42M
MUB
Ishares National Muni Bond ETF

ETFs
-579
- 1.51%
$106.13 - $108.7 $61.4K - $62.9K
37.7K $4.1M
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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