My Legacy Advisors, LLC Portfolio Holdings
My Legacy Advisors, LLC
- $253 Million
- Q1 2025
My Legacy Advisors, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 204 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 $11.7M, Ishares Core S&P 500 ETF with a value of $8.89M, Apple Inc. with a value of $8.5M, Microsoft Corp with a value of $7.25M, and Ishares Tr with a value of $7.15M.
Examining the 13F form we can see an increase of $1.13M in the current position value, from $252M to 253M.
Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
ETFs: $125 Million
Technology: $27.1 Million
Financial Services: $24.1 Million
Consumer Cyclical: $13.8 Million
Communication Services: $11.3 Million
Utilities: $11.2 Million
Consumer Defensive: $11.1 Million
Healthcare: $10.9 Million
Other: $18.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 204
- Current Value $253 Million
- Prior Value $252 Million
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks