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
$129B
$866,000 0.34% of portfolio
2,151
Q4 2024 Reduced 3.41%
$169B
$798,000 0.32% of portfolio
3,065
Q4 2024 Added 5.04%
$481B
$796,000 0.32% of portfolio
7,401
Q4 2024 Added 10.33%
$115B
$785,000 0.31% of portfolio
1,616
Q4 2024 Reduced 9.21%
$395B
$788,000 0.31% of portfolio
4,704
Q4 2024 Reduced 9.5%
$73.4B
$787,000 0.31% of portfolio
6,428
Q4 2024 Added 5.65%
$15.9B
$778,000 0.31% of portfolio
21,190
Q4 2024 Added 4.28%
$162B
$761,000 0.3% of portfolio
1,529
Q4 2024 Added 1.73%
$37.9B
$756,000 0.3% of portfolio
6,915
Q4 2024 Reduced 11.48%
$235B
$730,000 0.29% of portfolio
6,073
Q4 2024 Reduced 1.03%
$21.9B
$720,000 0.29% of portfolio
8,211
Q4 2024 Reduced 1.93%
$41.4B
$709,000 0.28% of portfolio
8,403
Q4 2024 Added 4.92%
$22.6B
$685,000 0.27% of portfolio
17,235
Q4 2024 Reduced 0.07%
$139B
$683,000 0.27% of portfolio
9,714
Q4 2024 Added 2.54%
$20.3B
$646,000 0.26% of portfolio
27,486
Q4 2024 Added 12.19%
$60.7B
$651,000 0.26% of portfolio
1,254
Q4 2024 Reduced 0.08%
$45.4B
$667,000 0.26% of portfolio
12,400
Q4 2024 Added 2.28%
$127B
$667,000 0.26% of portfolio
13,329
Q4 2024 Reduced 5.43%
$75.5B
$660,000 0.26% of portfolio
1,408
Q4 2024 Added 1.37%
$34.8B
$635,000 0.25% of portfolio
9,963
Q4 2024 Reduced 3.62%
$34.5B
$595,000 0.24% of portfolio
11,148
Q4 2024 Reduced 3.07%
$427B
$593,000 0.24% of portfolio
666
Q4 2024 Added 7.77%
$173B
$604,000 0.24% of portfolio
7,029
Q4 2024 Added 2.94%
$33.7B
$617,000 0.24% of portfolio
6,568
Q4 2024 Added 3.68%
$236B
$596,000 0.24% of portfolio
5,992
Q4 2024 Reduced 11.32%
$115B
$591,000 0.23% of portfolio
2,787
Q4 2024 Added 13.52%
$55B
$579,000 0.23% of portfolio
13,361
Q4 2024 Added 16.19%
$76.3B
$577,000 0.23% of portfolio
3,544
Q4 2024 Reduced 3.62%
$62.2B
$552,000 0.22% of portfolio
17,108
Q4 2024 Added 12.96%
$101B
$554,000 0.22% of portfolio
3,026
Q4 2024 Added 5.18%
$94.7B
$540,000 0.21% of portfolio
2,328
Q4 2024 Reduced 1.98%
$16.3B
$540,000 0.21% of portfolio
7,402
Q4 2024 Reduced 1.7%
$23.3B
$539,000 0.21% of portfolio
7,259
Q4 2024 Reduced 5.75%
$25.7B
$540,000 0.21% of portfolio
4,339
Q4 2024 Reduced 2.91%
$341B
$488,000 0.19% of portfolio
11,115
Q4 2024 Added 9.24%
$17.6B
$478,000 0.19% of portfolio
8,519
Q4 2024 Added 1.39%
$26.6B
$487,000 0.19% of portfolio
4,037
Q4 2024 Added 8.81%
$21.1B
$457,000 0.18% of portfolio
7,964
Q4 2024 Reduced 7.51%
$10.3B
$465,000 0.18% of portfolio
16,596
Q4 2024 Reduced 5.52%
$66.9B
$426,000 0.17% of portfolio
3,443
Q4 2024 Added 2.08%
$100B
$425,000 0.17% of portfolio
676
Q4 2024 Added 9.92%
$77.8B
$437,000 0.17% of portfolio
4,629
Q4 2024 Reduced 1.47%
$221B
$396,000 0.16% of portfolio
3,508
Q4 2024 Reduced 16.08%
$16.8B
$391,000 0.16% of portfolio
3,357
Q4 2024 Reduced 12.33%
$29.7B
$379,000 0.15% of portfolio
11,626
Q4 2024 Added 2.3%
$192B
$371,000 0.15% of portfolio
1,055
Q4 2024 Reduced 7.13%
$39.5B
$378,000 0.15% of portfolio
38,224
Q4 2024 Reduced 7.8%
$796B
$352,000 0.14% of portfolio
456
Q4 2024 Added 97.4%
$20.8B
$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
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email