My Legacy Advisors, LLC Portfolio Holdings
My Legacy Advisors, LLC
- $249 Million
- Q3 2024
My Legacy Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 Million distributed in 193 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 $12.4M, Ishares Core S&P 500 ETF with a value of $9.16M, Apple Inc. with a value of $8.25M, Microsoft Corp with a value of $8.08M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.58M.
Examining the 13F form we can see an decrease of $60.3M in the current position value, from $309M to 249M.
Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$249 Million
ETFs: $122 Million
Technology: $28.9 Million
Financial Services: $21.4 Million
Consumer Cyclical: $13.1 Million
Healthcare: $12.3 Million
Consumer Defensive: $10.7 Million
Utilities: $10.4 Million
Industrials: $9.95 Million
Other: $19.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 193
- Current Value $249 Million
- Prior Value $309 Million
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 6 stocks
- Additional Purchases 22 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks