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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.2 Million 4.43% of portfolio
246,904
Q4 2024 Reduced 6.05%
$0
$9.76 Million 3.87% of portfolio
16,575
Q4 2024 Added 4.33%
$0
$7.66 Million 3.04% of portfolio
111,155
Q4 2024 Reduced 1.04%
$0
$6.94 Million 2.75% of portfolio
88,251
Q4 2024 Added 1.59%
$0
$6.68 Million 2.65% of portfolio
156,849
Q4 2024 Added 4.37%
$0
$5.09 Million 2.02% of portfolio
50,095
Q4 2024 Reduced 4.11%
$0
$4.45 Million 1.77% of portfolio
25,007
Q4 2024 Added 0.96%
$0
$4.42 Million 1.75% of portfolio
86,151
Q4 2024 Reduced 1.7%
$0
$4.13 Million 1.64% of portfolio
38,748
Q4 2024 Added 2.79%
$0
$3.86 Million 1.53% of portfolio
39,882
Q4 2024 Added 13.96%
$0
$3.6 Million 1.43% of portfolio
68,553
Q4 2024 Added 7.43%
$0
$3.34 Million 1.32% of portfolio
146,937
Q4 2024 Added 108.45%
$0
$3.2 Million 1.27% of portfolio
63,791
Q4 2024 Added 10.68%
$0
$2.88 Million 1.14% of portfolio
32,356
Q4 2024 Added 7.56%
$0
$2.76 Million 1.09% of portfolio
30,080
Q4 2024 Added 4.98%
$0
$2.68 Million 1.06% of portfolio
64,313
Q4 2024 Added 4.59%
$0
$2.33 Million 0.93% of portfolio
14,615
Q4 2024 Reduced 2.98%
$0
$2.31 Million 0.91% of portfolio
44,599
Q4 2024 Added 98.28%
$0
$2.25 Million 0.89% of portfolio
40,573
Q4 2024 Added 2.45%
$0
$2.18 Million 0.86% of portfolio
11,395
Q4 2024 Added 1.35%
$0
$2.03 Million 0.8% of portfolio
7,619
Q4 2024 Reduced 3.1%
$0
$1.6 Million 0.64% of portfolio
12,449
Q4 2024 Reduced 2.83%
$0
$1.41 Million 0.56% of portfolio
16,152
Q4 2024 Added 11.9%
$0
$1.39 Million 0.55% of portfolio
10,785
Q4 2024 Added 5.18%
$0
$1.33 Million 0.53% of portfolio
8,228
Q4 2024 Added 5.87%
$0
$1.04 Million 0.41% of portfolio
2,540
Q4 2024 Reduced 12.62%
$0
$1.02 Million 0.41% of portfolio
9,946
Q4 2024 Reduced 4.91%
$0
$1.01 Million 0.4% of portfolio
3,501
Q4 2024 Reduced 0.65%
$0
$892,000 0.35% of portfolio
20,783
Q4 2024 Reduced 2.12%
$0
$878,000 0.35% of portfolio
18,995
Q4 2024 Reduced 5.68%
$0
$842,000 0.33% of portfolio
8,870
Q4 2024 New
$0
$808,000 0.32% of portfolio
15,068
Q4 2024 Reduced 1.31%
$0
$784,000 0.31% of portfolio
15,238
Q4 2024 Added 8.56%
$0
$739,000 0.29% of portfolio
9,753
Q4 2024 Reduced 6.82%
$0
$702,000 0.28% of portfolio
4,152
Q4 2024 Reduced 24.78%
$0
$687,000 0.27% of portfolio
8,569
Q4 2024 Reduced 0.48%
$0
$662,000 0.26% of portfolio
8,190
Q4 2024 Added 1.58%
$0
$667,000 0.26% of portfolio
24,604
Q4 2024 Reduced 2.22%
$0
$660,000 0.26% of portfolio
6,631
Q4 2024 Reduced 8.79%
$0
$551,000 0.22% of portfolio
2,297
Q4 2024 New
$0
$536,000 0.21% of portfolio
4,064
Q4 2024 Reduced 6.06%
$0
$524,000 0.21% of portfolio
4,975
Q4 2024 Added 14.13%
$0
$482,000 0.19% of portfolio
9,260
Q4 2024 Reduced 4.52%
$0
$480,000 0.19% of portfolio
7,503
Q4 2024 Reduced 8.09%
$0
$461,000 0.18% of portfolio
16,564
Q4 2024 Added 346.59%
$0
$430,000 0.17% of portfolio
3,373
Q4 2024 Reduced 3.05%
$0
$412,000 0.16% of portfolio
12,068
Q4 2024 Added 4.68%
$0
$413,000 0.16% of portfolio
1,871
Q4 2024 Added 1.3%
$0
$393,000 0.16% of portfolio
7,922
Q4 2024 Added 4.5%

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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