My Legacy Advisors, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $309 Million distributed in 206 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $15M, Ishares Core Total Usd Bond Ma with a value of $13.6M, Ishares Core S&P 500 ETF with a value of $11.5M, Microsoft Corp with a value of $10M, and Apple Inc. with a value of $9.07M.
Examining the 13F form we can see an increase of $34.7M in the current position value, from $275M to 309M.
Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$309 Million
ETFs: $169 Million
Technology: $33.8 Million
Financial Services: $22.3 Million
Consumer Cyclical: $15 Million
Healthcare: $13.8 Million
Consumer Defensive: $11.9 Million
Communication Services: $11 Million
Utilities: $10.7 Million
Other: $21.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more