My Legacy Advisors, LLC Sells in Q2 2025

My Legacy Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-46.6K
- 45.37%
$58.41 - $72.69 $2.72M - $3.39M
56.2K $4.08M
UNH
Unitedhealth Group Inc

Healthcare
-1.23K
- 26.18%
$274.35 - $599.47 $338K - $739K
3.47K $1.08M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-24.7K
- 78.72%
$50.08 - $63.14 $1.23M - $1.56M
6.67K $420K
DIS
Walt Disney CO

Communication Services
-8.82K
- 76.91%
$81.72 - $124.01 $721K - $1.09M
2.65K $328K
XOM
Exxon Mobil Corp

Energy
-5.72K
- 73.13%
$99.93 - $119.04 $571K - $681K
2.1K $226K
ASML
Asml Holding Nv

Technology
-1.02K
- 59.78%
$595.37 - $815.24 $610K - $835K
689 $552K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-10.9K
- 27.48%
$51.68 - $52.76 $563K - $574K
28.7K $1.52M
VB
Vanguard Small Cap ETF

ETFs
-2.05K
- 55.73%
$193.73 - $237.37 $397K - $486K
1.63K $385K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.89K
- 54.4%
$58.52 - $71.7 $403K - $494K
5.77K $396K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.16K
- 3.19%
$45.12 - $46.23 $368K - $377K
247K $11.4M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-6.38K
- 53.56%
$32.02 - $39.74 $204K - $253K
5.53K $219K
PEP
Pepsico Inc

Consumer Defensive
-572
- 8.57%
$128.02 - $151.37 $73.2K - $86.6K
6.1K $805K
ADBE
Adobe Inc.

Technology
-488
- 17.42%
$340.0 - $420.68 $166K - $205K
2.31K $895K
IAU
Ishares Gold Trust

ETFs
-3.3K
- 24.7%
$56.1 - $64.74 $185K - $214K
10.1K $627K
MUB
Ishares National Muni Bond ETF

ETFs
-1.06K
- 3.27%
$102.31 - $105.8 $109K - $112K
31.4K $3.28M
GLDM
World Gold Trust

ETFs
-2.91K
- 21.1%
$58.96 - $67.97 $172K - $198K
10.9K $713K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.55K
- 17.23%
$79.56 - $82.92 $123K - $129K
7.45K $617K
GIS
General Mills Inc

Consumer Defensive
-621
- 6.14%
$50.37 - $60.97 $31.3K - $37.9K
9.49K $491K
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.18K
- 38.72%
$41.54 - $53.93 $132K - $171K
5.03K $271K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.63K
- 33.7%
$23.55 - $27.67 $109K - $128K
9.11K $251K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.18K
- 29.04%
$85.42 - $94.39 $101K - $112K
2.89K $271K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.67K
- 17.52%
$216.28 - $284.39 $361K - $475K
7.87K $2.24M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.87K
- 28.28%
$29.0 - $30.68 $83.2K - $88K
7.27K $223K
ACN
Accenture PLC

Technology
-197
- 20.91%
$279.23 - $323.21 $55K - $63.7K
745 $222K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.74K
- 8.42%
$42.51 - $43.7 $74K - $76.1K
18.9K $826K
O
Realty Income Corp

Real Estate
-924
- 8.42%
$52.27 - $58.52 $48.3K - $54.1K
10K $578K
DTE
Dte Energy CO

Utilities
-224
- 5.42%
$127.39 - $139.49 $28.5K - $31.2K
3.91K $517K
VOE
Vanguard Mid Cap Value Index F

ETFs
-558
- 6.61%
$141.87 - $164.49 $79.2K - $91.8K
7.88K $1.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-498
- 14.16%
$114.78 - $133.31 $57.2K - $66.4K
3.02K $402K
SRE
Sempra Energy

Utilities
-1.03K
- 12.27%
$63.78 - $78.91 $65.8K - $81.4K
7.38K $559K
ROP
Roper Technologies Inc

Industrials
-18
- 1.41%
$519.19 - $590.78 $9.35K - $10.6K
1.26K $711K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.7K
- 13.9%
$22.43 - $23.23 $38.1K - $39.4K
10.5K $244K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-846
- 8.72%
$68.45 - $79.52 $57.9K - $67.3K
8.86K $704K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-870
- 15.27%
$65.84 - $80.81 $57.3K - $70.3K
4.83K $386K
MPC
Marathon Petroleum Corp

Energy
-415
- 22.1%
$118.55 - $170.08 $49.2K - $70.6K
1.46K $243K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-615
- 18.56%
$91.62 - $116.16 $56.3K - $71.4K
2.7K $313K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.1K
- 14.57%
$53.69 - $67.27 $59.1K - $74.1K
6.46K $434K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-461
- 7.18%
N/A
5.96K $273K
NOC
Northrop Grumman Corp

Industrials
-1
- 0.07%
$456.3 - $540.39 $456 - $540
1.42K $711K
CINF
Cincinnati Financial Corp

Financial Services
-171
- 2.19%
$126.6 - $151.6 $21.6K - $25.9K
7.63K $1.14M
SHW
Sherwin Williams CO

Basic Materials
-28
- 3.23%
$313.51 - $363.51 $8.78K - $10.2K
839 $288K
UNM
Unum Group

Financial Services
-100
- 1.3%
$70.48 - $82.91 $7.05K - $8.29K
7.61K $614K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-163
- 3.2%
$43.63 - $45.4 $7.11K - $7.4K
4.93K $219K
EMR
Emerson Electric CO

Industrials
-565
- 19.82%
$94.15 - $133.33 $53.2K - $75.3K
2.29K $304K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-555
- 6.82%
$71.28 - $83.74 $39.6K - $46.5K
7.58K $635K
VEA
Vanguard Ftse Developed Market

ETFs
-623
- 12.08%
$45.65 - $57.01 $28.4K - $35.5K
4.53K $258K
FTSL
First Trust Senior Ln Fund

ETFs
-161
- 0.87%
$44.58 - $46.07 $7.18K - $7.42K
18.4K $846K
HRB
H&R Block Inc

Consumer Cyclical
-70
- 1.34%
$54.32 - $63.04 $3.8K - $4.41K
5.17K $283K
IWS
Ishares Russell Midcap Value E

ETFs
-590
- 5.58%
$110.58 - $132.14 $65.2K - $78K
9.98K $1.32M
Activity Summary
Buys All Purchases 119 New Holdings 21 Increased Positions 98 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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