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
$128B
$866,000 0.34% of portfolio
2,151
Q4 2024 Reduced 3.41%
$175B
$798,000 0.32% of portfolio
3,065
Q4 2024 Added 5.04%
$466B
$796,000 0.32% of portfolio
7,401
Q4 2024 Added 10.33%
$126B
$785,000 0.31% of portfolio
1,616
Q4 2024 Reduced 9.21%
$418B
$788,000 0.31% of portfolio
4,704
Q4 2024 Reduced 9.5%
$73.8B
$787,000 0.31% of portfolio
6,428
Q4 2024 Added 5.65%
$15.6B
$778,000 0.31% of portfolio
21,190
Q4 2024 Added 4.28%
$159B
$761,000 0.3% of portfolio
1,529
Q4 2024 Added 1.73%
$37.3B
$756,000 0.3% of portfolio
6,915
Q4 2024 Reduced 11.48%
$233B
$730,000 0.29% of portfolio
6,073
Q4 2024 Reduced 1.03%
$21.8B
$720,000 0.29% of portfolio
8,211
Q4 2024 Reduced 1.93%
$39.2B
$709,000 0.28% of portfolio
8,403
Q4 2024 Added 4.92%
$22.5B
$685,000 0.27% of portfolio
17,235
Q4 2024 Reduced 0.07%
$131B
$683,000 0.27% of portfolio
9,714
Q4 2024 Added 2.54%
$20.1B
$646,000 0.26% of portfolio
27,486
Q4 2024 Added 12.19%
$61.1B
$651,000 0.26% of portfolio
1,254
Q4 2024 Reduced 0.08%
$47.1B
$667,000 0.26% of portfolio
12,400
Q4 2024 Added 2.28%
$126B
$667,000 0.26% of portfolio
13,329
Q4 2024 Reduced 5.43%
$76.3B
$660,000 0.26% of portfolio
1,408
Q4 2024 Added 1.37%
$38.8B
$635,000 0.25% of portfolio
9,963
Q4 2024 Reduced 3.62%
$36.1B
$595,000 0.24% of portfolio
11,148
Q4 2024 Reduced 3.07%
$386B
$593,000 0.24% of portfolio
666
Q4 2024 Added 7.77%
$178B
$604,000 0.24% of portfolio
7,029
Q4 2024 Added 2.94%
$34.4B
$617,000 0.24% of portfolio
6,568
Q4 2024 Added 3.68%
$241B
$596,000 0.24% of portfolio
5,992
Q4 2024 Reduced 11.32%
$117B
$591,000 0.23% of portfolio
2,787
Q4 2024 Added 13.52%
$53.6B
$579,000 0.23% of portfolio
13,361
Q4 2024 Added 16.19%
$80.4B
$577,000 0.23% of portfolio
3,544
Q4 2024 Reduced 3.62%
$64.4B
$552,000 0.22% of portfolio
17,108
Q4 2024 Added 12.96%
$99.2B
$554,000 0.22% of portfolio
3,026
Q4 2024 Added 5.18%
$94.3B
$540,000 0.21% of portfolio
2,328
Q4 2024 Reduced 1.98%
$15.5B
$540,000 0.21% of portfolio
7,402
Q4 2024 Reduced 1.7%
$25B
$539,000 0.21% of portfolio
7,259
Q4 2024 Reduced 5.75%
$27.1B
$540,000 0.21% of portfolio
4,339
Q4 2024 Reduced 2.91%
$320B
$488,000 0.19% of portfolio
11,115
Q4 2024 Added 9.24%
$17B
$478,000 0.19% of portfolio
8,519
Q4 2024 Added 1.39%
$25.6B
$487,000 0.19% of portfolio
4,037
Q4 2024 Added 8.81%
$21.4B
$457,000 0.18% of portfolio
7,964
Q4 2024 Reduced 7.51%
$11B
$465,000 0.18% of portfolio
16,596
Q4 2024 Reduced 5.52%
$66.1B
$426,000 0.17% of portfolio
3,443
Q4 2024 Added 2.08%
$96.1B
$425,000 0.17% of portfolio
676
Q4 2024 Added 9.92%
$75.7B
$437,000 0.17% of portfolio
4,629
Q4 2024 Reduced 1.47%
$241B
$396,000 0.16% of portfolio
3,508
Q4 2024 Reduced 16.08%
$18.2B
$391,000 0.16% of portfolio
3,357
Q4 2024 Reduced 12.33%
$31B
$379,000 0.15% of portfolio
11,626
Q4 2024 Added 2.3%
$211B
$371,000 0.15% of portfolio
1,055
Q4 2024 Reduced 7.13%
$39.3B
$378,000 0.15% of portfolio
38,224
Q4 2024 Reduced 7.8%
$788B
$352,000 0.14% of portfolio
456
Q4 2024 Added 97.4%
$20.9B
$351,000 0.14% of portfolio
4,546
Q4 2024 Added 0.11%

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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