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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$1.27 Million 0.5% of portfolio
2,440
Q4 2024 Reduced 2.24%
$289B
$1.22 Million 0.48% of portfolio
1,762
Q4 2024 Added 1.61%
$1.41T
$1.2 Million 0.48% of portfolio
2,030
Q4 2024 Added 52.75%
$17.1B
$1.21 Million 0.48% of portfolio
15,906
Q4 2024 Added 94.57%
$188B
$1.19 Million 0.47% of portfolio
2,685
Q4 2024 Added 0.07%
$18.8B
$1.15 Million 0.46% of portfolio
21,392
Q4 2024 Reduced 2.34%
$70B
$1.15 Million 0.46% of portfolio
6,449
Q4 2024 Added 19.63%
$27.6B
$1.15 Million 0.46% of portfolio
27,203
Q4 2024 Reduced 2.64%
$66.8B
$1.13 Million 0.45% of portfolio
13,753
Q4 2024 Reduced 2.11%
$23.2B
$1.12 Million 0.44% of portfolio
7,768
Q4 2024 Reduced 3.0%
$96.6B
$1.09 Million 0.43% of portfolio
3,642
Q4 2024 Reduced 5.01%
$89.4B
$1.05 Million 0.42% of portfolio
9,738
Q4 2024 Reduced 0.55%
$52.7B
$1.05 Million 0.42% of portfolio
11,395
Q4 2024 Reduced 1.0%
$201B
$1.05 Million 0.42% of portfolio
6,928
Q4 2024 Reduced 1.24%
$0
$1.04 Million 0.41% of portfolio
2,540
Q4 2024 Reduced 12.62%
$195B
$1.04 Million 0.41% of portfolio
45,799
Q4 2024 Reduced 2.51%
$183B
$1.03 Million 0.41% of portfolio
25,649
Q4 2024 Added 0.43%
$135B
$1 Million 0.4% of portfolio
13,967
Q4 2024 Added 3.97%
$76.2B
$1.01 Million 0.4% of portfolio
4,336
Q4 2024 Added 22.14%
$20.9B
$998,000 0.4% of portfolio
22,810
Q4 2024 Added 1.01%
$0
$1.01 Million 0.4% of portfolio
3,501
Q4 2024 Reduced 0.65%
$356B
$951,000 0.38% of portfolio
5,352
Q4 2024 Reduced 5.69%
$325B
$929,000 0.37% of portfolio
6,417
Q4 2024 Reduced 5.51%
$289B
$936,000 0.37% of portfolio
2,802
Q4 2024 Added 2.19%
$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%
$224B
$893,000 0.35% of portfolio
4,063
Q4 2024 Reduced 1.53%
$82.5B
$855,000 0.34% of portfolio
1,345
Q4 2024 Added 12.55%
$102B
$844,000 0.34% of portfolio
16,146
Q4 2024 Added 2.58%
$64.9B
$860,000 0.34% of portfolio
17,995
Q4 2024 Added 0.51%
$131B
$866,000 0.34% of portfolio
2,151
Q4 2024 Reduced 3.41%
$0
$842,000 0.33% of portfolio
8,870
Q4 2024 New
$164B
$798,000 0.32% of portfolio
3,065
Q4 2024 Added 5.04%
$0
$808,000 0.32% of portfolio
15,068
Q4 2024 Reduced 1.31%
$486B
$796,000 0.32% of portfolio
7,401
Q4 2024 Added 10.33%
$116B
$785,000 0.31% of portfolio
1,616
Q4 2024 Reduced 9.21%
$386B
$788,000 0.31% of portfolio
4,704
Q4 2024 Reduced 9.5%
$74.7B
$787,000 0.31% of portfolio
6,428
Q4 2024 Added 5.65%
$0
$784,000 0.31% of portfolio
15,238
Q4 2024 Added 8.56%
$16.2B
$778,000 0.31% of portfolio
21,190
Q4 2024 Added 4.28%
$167B
$761,000 0.3% of portfolio
1,529
Q4 2024 Added 1.73%
$38.5B
$756,000 0.3% of portfolio
6,915
Q4 2024 Reduced 11.48%
$236B
$730,000 0.29% of portfolio
6,073
Q4 2024 Reduced 1.03%
$0
$739,000 0.29% of portfolio
9,753
Q4 2024 Reduced 6.82%
$21.7B
$720,000 0.29% of portfolio
8,211
Q4 2024 Reduced 1.93%
$41.6B
$709,000 0.28% of portfolio
8,403
Q4 2024 Added 4.92%
$0
$702,000 0.28% of portfolio
4,152
Q4 2024 Reduced 24.78%
$22.3B
$685,000 0.27% of portfolio
17,235
Q4 2024 Reduced 0.07%
$0
$687,000 0.27% of portfolio
8,569
Q4 2024 Reduced 0.48%

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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