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
PEG Public Service Enterprise Group Inc Utilities	$43.8B	$747,000 0.28% of portfolio	8,879	Q2 2025 Added 2.32%
LLY Eli Lilly & CO Healthcare	$608B	$718,000 0.27% of portfolio	922	Q2 2025 Added 65.23%
GLDM World Gold Trust ETFs	$9.76B	$713,000 0.27% of portfolio	10,883	Q2 2025 Reduced 21.1%
NOC Northrop Grumman Corp Industrials	$89.4B	$711,000 0.26% of portfolio	1,423	Q2 2025 Reduced 0.07%
D Dominion Energy, Inc Utilities	$51B	$701,000 0.26% of portfolio	12,418	Q2 2025 Added 2.65%
KLAC Kla Corp Technology	$133B	$701,000 0.26% of portfolio	783	Q2 2025 Added 10.59%
ROP Roper Technologies Inc Industrials	$55.1B	$711,000 0.26% of portfolio	1,255	Q2 2025 Reduced 1.41%
MMC Marsh & Mclennan Companies, Inc. Financial Services	$101B	$695,000 0.26% of portfolio	3,181	Q2 2025 Added 12.8%
DTD Wisdomtree Tr U.S Total Divide ETFs	$0	$704,000 0.26% of portfolio	8,855	Q2 2025 Reduced 8.72%
WEC Wec Energy Group, Inc. Utilities	$34.5B	$699,000 0.26% of portfolio	6,715	Q2 2025 Added 0.83%
LMT Lockheed Martin Corp Industrials	$113B	$706,000 0.26% of portfolio	1,525	Q2 2025 Reduced 3.54%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$702,000 0.26% of portfolio	8,921	Q2 2025 Added 31.13%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$635,000 0.24% of portfolio	7,584	Q2 2025 Reduced 6.82%
IAU Ishares Gold Trust ETFs	$53.5B	$627,000 0.23% of portfolio	10,059	Q2 2025 Reduced 24.7%
UNM Unum Group Financial Services	$14.1B	$614,000 0.23% of portfolio	7,606	Q2 2025 Reduced 1.3%
ISRG Intuitive Surgical Inc Healthcare	$169B	$614,000 0.23% of portfolio	1,130	Q2 2025 New
SUB Ishares Short Term National Mu ETFs	$0	$619,000 0.23% of portfolio	5,826	Q2 2025 Added 54.29%
BAC Bank Of America Corp Financial Services	$381B	$623,000 0.23% of portfolio	13,186	Q2 2025 Added 9.83%
PFE Pfizer Inc Healthcare	$138B	$612,000 0.23% of portfolio	25,278	Q2 2025 Added 105.06%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$617,000 0.23% of portfolio	7,452	Q2 2025 Reduced 17.23%
CME Cme Group Inc. Financial Services	$99.2B	$629,000 0.23% of portfolio	2,283	Q2 2025 Reduced 4.24%
CSX Csx Corp Industrials	$75.3B	$629,000 0.23% of portfolio	19,302	Q2 2025 Added 13.39%
O Realty Income Corp Real Estate	$35.6B	$578,000 0.22% of portfolio	10,046	Q2 2025 Reduced 8.42%
ORCL Oracle Corp Technology	$684B	$584,000 0.22% of portfolio	2,674	Q2 2025 New
F Ford Motor CO Consumer Cyclical	$44.4B	$579,000 0.22% of portfolio	53,452	Q2 2025 Added 14.18%
ES Eversource Energy Utilities	$22.8B	$565,000 0.21% of portfolio	8,896	Q2 2025 Added 5.45%
ASML Asml Holding Nv Technology	$295B	$552,000 0.21% of portfolio	689	Q2 2025 Reduced 59.78%
SRE Sempra Energy Utilities	$25.8B	$559,000 0.21% of portfolio	7,380	Q2 2025 Reduced 12.27%
SYK Stryker Corp Healthcare	$142B	$539,000 0.2% of portfolio	1,363	Q2 2025 New
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$536,000 0.2% of portfolio	23,367	Q2 2025 Added 56.66%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$547,000 0.2% of portfolio	4,034	Q2 2025 Reduced 0.4%
DTE Dte Energy CO Utilities	$27.1B	$517,000 0.19% of portfolio	3,908	Q2 2025 Reduced 5.42%
IEV Ishares Tr Europe ETF ETFs	$0	$510,000 0.19% of portfolio	8,073	Q2 2025 Reduced 7.07%
FNF Fidelity National Financial, Inc. Financial Services	$16.6B	$508,000 0.19% of portfolio	9,070	Q2 2025 Added 4.06%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$472,000 0.18% of portfolio	16,174	Q2 2025 Added 33.59%
INTC Intel Corp Technology	$89.6B	$475,000 0.18% of portfolio	21,218	Q2 2025 New
GIS General Mills Inc Consumer Defensive	$29.2B	$491,000 0.18% of portfolio	9,491	Q2 2025 Reduced 6.14%
ABT Abbott Laboratories Healthcare	$229B	$477,000 0.18% of portfolio	3,508	Q4 2024 Reduced 16.08%
MRK Merck & Co., Inc. Healthcare	$203B	$466,000 0.17% of portfolio	5,890	Q2 2025 Added 0.84%
FTNT Fortinet, Inc. Technology	$61.9B	$446,000 0.17% of portfolio	4,225	Q1 2025 Reduced 8.73%
IPG Interpublic Group Of Companies, Inc. Communication Services	$9.82B	$425,000 0.16% of portfolio	17,393	Q2 2025 Added 2.54%
STX Seagate Technology Holdings PLC Technology	$32.1B	$442,000 0.16% of portfolio	3,063	Q2 2025 Reduced 3.65%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$420,000 0.16% of portfolio	6,665	Q2 2025 Reduced 78.72%
XEL Xcel Energy Inc Utilities	$39.6B	$432,000 0.16% of portfolio	6,346	Q2 2025 Added 54.29%
LCTU Blackrock ETF Tr Us Carbon Tra ETFs	$0	$434,000 0.16% of portfolio	6,458	Q2 2025 Reduced 14.57%
AMD Advanced Micro Devices Inc Technology	$282B	$435,000 0.16% of portfolio	3,070	Q2 2025 New
BUD Anheuser Busch In Bev Sa Consumer Defensive	$124B	$396,000 0.15% of portfolio	5,774	Q2 2025 Reduced 54.4%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$402,000 0.15% of portfolio	3,019	Q2 2025 Reduced 14.16%
PANW Palo Alto Networks Inc Technology	$52.5B	$369,000 0.14% of portfolio	1,804	Q2 2025 New
KMB Kimberly Clark Corp Consumer Defensive	$45.1B	$366,000 0.14% of portfolio	2,842	Q2 2025 Added 37.83%

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