My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

$269 Million
Q2 2025

My Legacy Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Million distributed in 206 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 $11.4M, Microsoft Corp with a value of $9.84M, Ishares Core S&P 500 ETF with a value of $8.93M, Apple Inc. with a value of $8.04M, and Ishares Tr with a value of $7.71M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $253M to 269M.

Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $269 Million

ETFs: $134 Million

Technology: $33.7 Million

Financial Services: $25.8 Million

Consumer Cyclical: $14.1 Million

Communication Services: $12.1 Million

Consumer Defensive: $11.2 Million

Industrials: $11 Million

Utilities: $10.9 Million

Other: $16.1 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TSLA Tesla, Inc. Consumer Cyclical	$1.39T	$1.39 Million 0.52% of portfolio	4,369	Q2 2025 Reduced 0.43%
HCA Hca Healthcare, Inc. Healthcare	$134B	$1.36 Million 0.51% of portfolio	3,554	Q2 2025 Reduced 1.33%
ETR Entergy Corp Utilities	$19.5B	$1.38 Million 0.51% of portfolio	16,576	Q2 2025 Added 0.78%
AVGO Broadcom Inc. Technology	$152B	$1.38 Million 0.51% of portfolio	4,992	Q2 2025 Added 13.87%
IWS Ishares Russell Midcap Value E ETFs	$0	$1.32 Million 0.49% of portfolio	9,975	Q2 2025 Reduced 5.58%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.3 Million 0.48% of portfolio	7,881	Q2 2025 Reduced 6.61%
IBM International Business Machines Corp Technology	$278B	$1.22 Million 0.45% of portfolio	4,141	Q2 2025 Added 1.45%
PM Philip Morris International Inc. Consumer Defensive	$226B	$1.17 Million 0.44% of portfolio	6,445	Q2 2025 Added 7.22%
AEP American Electric Power CO Inc Utilities	$62.6B	$1.19 Million 0.44% of portfolio	11,461	Q2 2025 Added 3.18%
DUK Duke Energy Corp Utilities	$96.4B	$1.2 Million 0.44% of portfolio	10,128	Q2 2025 Added 0.21%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.16 Million 0.43% of portfolio	8,549	Q2 2025 Reduced 10.3%
VZ Verizon Communications Inc Communication Services	$164B	$1.12 Million 0.42% of portfolio	25,793	Q2 2025 Added 2.6%
MET Metlife Inc Financial Services	$63.1B	$1.13 Million 0.42% of portfolio	14,000	Q2 2025 Added 1.19%
CINF Cincinnati Financial Corp Financial Services	$24.6B	$1.14 Million 0.42% of portfolio	7,633	Q2 2025 Reduced 2.19%
FITB Fifth Third Bancorp Financial Services	$28.8B	$1.12 Million 0.42% of portfolio	27,318	Q2 2025 Reduced 0.3%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$1.08 Million 0.4% of portfolio	9,598	Q2 2025 Added 3.56%
CFG Citizens Financial Group Inc Financial Services	$25.1B	$1.07 Million 0.4% of portfolio	23,983	Q2 2025 Reduced 0.85%
VUG Vanguard Growth ETF ETFs	$0	$1.08 Million 0.4% of portfolio	2,462	Q2 2025 Reduced 14.1%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.06 Million 0.4% of portfolio	3,501	Q2 2025 Reduced 0.17%
MO Altria Group, Inc. Consumer Defensive	$102B	$1.08 Million 0.4% of portfolio	18,454	Q2 2025 Added 6.52%
IP International Paper CO Consumer Cyclical	$13.7B	$1.09 Million 0.4% of portfolio	23,175	Q2 2025 Added 2.42%
UNH Unitedhealth Group Inc Healthcare	$322B	$1.08 Million 0.4% of portfolio	3,474	Q2 2025 Reduced 26.18%
TMO Thermo Fisher Scientific Inc. Healthcare	$218B	$1.04 Million 0.39% of portfolio	2,554	Q2 2025 Added 2.74%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.03 Million 0.38% of portfolio	19,248	Q2 2025 Added 36.52%
NEE Nextera Energy Inc Utilities	$160B	$1.02 Million 0.38% of portfolio	14,667	Q2 2025 Added 5.33%
CVX Chevron Corp Energy	$301B	$1.02 Million 0.38% of portfolio	7,125	Q2 2025 Added 13.02%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.02 Million 0.38% of portfolio	11,066	Q2 2025 New
ABBV Abb Vie Inc. Healthcare	$403B	$1 Million 0.37% of portfolio	5,412	Q2 2025 Added 0.84%
VRTX Vertex Pharmaceuticals Inc Healthcare	$108B	$1.01 Million 0.37% of portfolio	2,263	Q2 2025 Added 2.86%
NFLX Netflix Inc Communication Services	$485B	$966,000 0.36% of portfolio	722	Q2 2025 Added 6.02%
PH Parker Hannifin Corp Industrials	$99.5B	$963,000 0.36% of portfolio	1,379	Q2 2025 Added 4.08%
SUSL Ishares Tr Esg Msci Usa Leader ETFs	$0	$977,000 0.36% of portfolio	9,025	Q2 2025 Reduced 2.92%
NI Nisource Inc. Utilities	$17.1B	$907,000 0.34% of portfolio	22,487	Q2 2025 Added 2.94%
C Citigroup Inc Financial Services	$194B	$886,000 0.33% of portfolio	10,416	Q2 2025 Added 4.62%
ADBE Adobe Inc. Technology	$158B	$895,000 0.33% of portfolio	2,314	Q2 2025 Reduced 17.42%
TFC Truist Financial Corp Financial Services	$58.8B	$879,000 0.33% of portfolio	20,465	Q2 2025 Added 32.16%
USB Us Bancorp \De\ Financial Services	$69.6B	$849,000 0.32% of portfolio	18,764	Q2 2025 Added 5.6%
CRM Salesforce, Inc. Technology	$257B	$872,000 0.32% of portfolio	3,199	Q2 2025 Added 8.81%
HIG Hartford Financial Services Group, Inc. Financial Services	$39.3B	$830,000 0.31% of portfolio	6,547	Q2 2025 Reduced 2.09%
PG Procter & Gamble CO Consumer Defensive	$354B	$833,000 0.31% of portfolio	5,234	Q2 2025 Added 9.22%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$820,000 0.31% of portfolio	7,970	Q2 2025 New
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$826,000 0.31% of portfolio	18,948	Q2 2025 Reduced 8.42%
FTSL First Trust Senior Ln Fund ETFs	$0	$846,000 0.31% of portfolio	18,449	Q2 2025 Reduced 0.87%
EOG Eog Resources Inc Energy	$61.8B	$794,000 0.3% of portfolio	6,643	Q2 2025 Added 3.67%
PEP Pepsico Inc Consumer Defensive	$203B	$805,000 0.3% of portfolio	6,101	Q2 2025 Reduced 8.57%
SPGI S&P Global Inc. Financial Services	$160B	$805,000 0.3% of portfolio	1,527	Q2 2025 Reduced 3.6%
VTV Vanguard Value ETF ETFs	$0	$769,000 0.29% of portfolio	4,355	Q2 2025 Reduced 0.05%
RF Regions Financial Corp Financial Services	$22.6B	$771,000 0.29% of portfolio	32,785	Q2 2025 Added 15.8%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$791,000 0.29% of portfolio	24,065	Q2 2025 Reduced 1.86%
FE Firstenergy Corp Utilities	$26.4B	$759,000 0.28% of portfolio	18,861	Q2 2025 Added 3.92%

Summary

Portfolio
No. of Stocks 206
Current Value $269 Million
Prior Value $253 Million
Filing
Period Q2 2025
Filing Date July 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 21 stocks
Additional Purchases 98 stocks
Sold out of 0 stocks
Reduced holdings in 82 stocks

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My Legacy Advisors, LLC Portfolio Holdings