My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $252 Million
  • Q4 2024

My Legacy Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $252 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $11.2M, Ishares Core S&P 500 ETF with a value of $9.76M, Apple Inc. with a value of $9.22M, Microsoft Corp with a value of $8.08M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.66M.

Examining the 13F form we can see an increase of $2.85M in the current position value, from $249M to 252M.

Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
ETFs: $124 Million
Technology: $30.2 Million
Financial Services: $22.8 Million
Consumer Cyclical: $14.6 Million
Communication Services: $11.2 Million
Healthcare: $10.3 Million
Consumer Defensive: $10.1 Million
Utilities: $9.97 Million
Other: $17.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$9.22 Million 3.66% of portfolio
36,812
Q4 2024 Added 3.96%
$3.09T
$8.08 Million 3.21% of portfolio
19,159
Q4 2024 Added 2.0%
$299B
$4.78 Million 1.9% of portfolio
35,621
Q4 2024 Added 6.68%
$2.42T
$4.69 Million 1.86% of portfolio
21,393
Q4 2024 Added 6.46%
$1.22T
$3.88 Million 1.54% of portfolio
20,475
Q4 2024 Added 11.56%
$610B
$2.5 Million 0.99% of portfolio
5,506
Q4 2024 Reduced 0.63%
$507B
$2.43 Million 0.97% of portfolio
4,812
Q4 2024 Added 1.65%
$784B
$2.38 Million 0.95% of portfolio
9,948
Q4 2024 Added 2.89%
$434B
$2.38 Million 0.94% of portfolio
2,593
Q4 2024 Reduced 1.78%
$530B
$2.24 Million 0.89% of portfolio
4,248
Q4 2024 Reduced 2.03%
$559B
$2.19 Million 0.87% of portfolio
6,921
Q4 2024 Reduced 3.2%
$422B
$2.08 Million 0.82% of portfolio
5,342
Q4 2024 Reduced 0.8%
$84.1B
$1.89 Million 0.75% of portfolio
5,130
Q4 2024 Added 1.1%
$20.4B
$1.81 Million 0.72% of portfolio
9,893
Q4 2024 Reduced 2.45%
$4.24B
$1.79 Million 0.71% of portfolio
47,688
Q4 2024 Reduced 10.8%
$290B
$1.74 Million 0.69% of portfolio
7,879
Q4 2024 Added 0.7%
$266B
$1.49 Million 0.59% of portfolio
16,497
Q4 2024 Reduced 0.57%
$145B
$1.49 Million 0.59% of portfolio
12,301
Q4 2024 Added 1.95%
$212B
$1.36 Million 0.54% of portfolio
4,680
Q4 2024 Added 0.21%
$67.5B
$1.34 Million 0.53% of portfolio
24,712
Q4 2024 Reduced 2.01%
$44B
$1.31 Million 0.52% of portfolio
4,155
Q4 2024 Added 2.9%
$206B
$1.25 Million 0.5% of portfolio
11,233
Q4 2024 Added 3.67%
$275B
$1.26 Million 0.5% of portfolio
20,233
Q4 2024 Reduced 2.35%
$234B
$1.27 Million 0.5% of portfolio
2,440
Q4 2024 Reduced 2.24%
$294B
$1.22 Million 0.48% of portfolio
1,762
Q4 2024 Added 1.61%
$1.55T
$1.2 Million 0.48% of portfolio
2,030
Q4 2024 Added 52.75%
$16.5B
$1.21 Million 0.48% of portfolio
15,906
Q4 2024 Added 94.57%
$203B
$1.19 Million 0.47% of portfolio
2,685
Q4 2024 Added 0.07%
$19.8B
$1.15 Million 0.46% of portfolio
21,392
Q4 2024 Reduced 2.34%
$78.2B
$1.15 Million 0.46% of portfolio
6,449
Q4 2024 Added 19.63%
$30.4B
$1.15 Million 0.46% of portfolio
27,203
Q4 2024 Reduced 2.64%
$69B
$1.13 Million 0.45% of portfolio
13,753
Q4 2024 Reduced 2.11%
$21.8B
$1.12 Million 0.44% of portfolio
7,768
Q4 2024 Reduced 3.0%
$94.7B
$1.09 Million 0.43% of portfolio
3,642
Q4 2024 Reduced 5.01%
$86.2B
$1.05 Million 0.42% of portfolio
9,738
Q4 2024 Reduced 0.55%
$50.5B
$1.05 Million 0.42% of portfolio
11,395
Q4 2024 Reduced 1.0%
$208B
$1.05 Million 0.42% of portfolio
6,928
Q4 2024 Reduced 1.24%
$169B
$1.04 Million 0.41% of portfolio
45,799
Q4 2024 Reduced 2.51%
$165B
$1.03 Million 0.41% of portfolio
25,649
Q4 2024 Added 0.43%
$141B
$1 Million 0.4% of portfolio
13,967
Q4 2024 Added 3.97%
$89.6B
$1.01 Million 0.4% of portfolio
4,336
Q4 2024 Added 22.14%
$23.6B
$998,000 0.4% of portfolio
22,810
Q4 2024 Added 1.01%
$325B
$951,000 0.38% of portfolio
5,352
Q4 2024 Reduced 5.69%
$292B
$929,000 0.37% of portfolio
6,417
Q4 2024 Reduced 5.51%
$342B
$936,000 0.37% of portfolio
2,802
Q4 2024 Added 2.19%
$229B
$893,000 0.35% of portfolio
4,063
Q4 2024 Reduced 1.53%
$90.8B
$855,000 0.34% of portfolio
1,345
Q4 2024 Added 12.55%
$93.6B
$844,000 0.34% of portfolio
16,146
Q4 2024 Added 2.58%
$71B
$860,000 0.34% of portfolio
17,995
Q4 2024 Added 0.51%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $252 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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