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
$136B
$683,000 0.27% of portfolio
9,714
Q4 2024 Added 2.54%
$20B
$646,000 0.26% of portfolio
27,486
Q4 2024 Added 12.19%
$61.8B
$651,000 0.26% of portfolio
1,254
Q4 2024 Reduced 0.08%
$49.9B
$664,000 0.26% of portfolio
3,197
Q4 2024 Reduced 33.35%
$0
$662,000 0.26% of portfolio
8,190
Q4 2024 Added 1.58%
$0
$667,000 0.26% of portfolio
24,604
Q4 2024 Reduced 2.22%
$0
$660,000 0.26% of portfolio
6,631
Q4 2024 Reduced 8.79%
$45.8B
$667,000 0.26% of portfolio
12,400
Q4 2024 Added 2.28%
$125B
$667,000 0.26% of portfolio
13,329
Q4 2024 Reduced 5.43%
$78.8B
$660,000 0.26% of portfolio
1,408
Q4 2024 Added 1.37%
$35.1B
$635,000 0.25% of portfolio
9,963
Q4 2024 Reduced 3.62%
$35B
$595,000 0.24% of portfolio
11,148
Q4 2024 Reduced 3.07%
$416B
$593,000 0.24% of portfolio
666
Q4 2024 Added 7.77%
$156B
$604,000 0.24% of portfolio
7,029
Q4 2024 Added 2.94%
$33.9B
$617,000 0.24% of portfolio
6,568
Q4 2024 Added 3.68%
$226B
$596,000 0.24% of portfolio
5,992
Q4 2024 Reduced 11.32%
$53.7B
$579,000 0.23% of portfolio
13,361
Q4 2024 Added 16.19%
$76.4B
$577,000 0.23% of portfolio
3,544
Q4 2024 Reduced 3.62%
$61.2B
$552,000 0.22% of portfolio
17,108
Q4 2024 Added 12.96%
$100B
$554,000 0.22% of portfolio
3,026
Q4 2024 Added 5.18%
$0
$551,000 0.22% of portfolio
2,297
Q4 2024 New
$94.3B
$540,000 0.21% of portfolio
2,328
Q4 2024 Reduced 1.98%
$16B
$540,000 0.21% of portfolio
7,402
Q4 2024 Reduced 1.7%
$22.8B
$539,000 0.21% of portfolio
7,259
Q4 2024 Reduced 5.75%
$0
$536,000 0.21% of portfolio
4,064
Q4 2024 Reduced 6.06%
$0
$524,000 0.21% of portfolio
4,975
Q4 2024 Added 14.13%
$26.6B
$540,000 0.21% of portfolio
4,339
Q4 2024 Reduced 2.91%
$331B
$488,000 0.19% of portfolio
11,115
Q4 2024 Added 9.24%
$0
$482,000 0.19% of portfolio
9,260
Q4 2024 Reduced 4.52%
$17.9B
$478,000 0.19% of portfolio
8,519
Q4 2024 Added 1.39%
$26.5B
$487,000 0.19% of portfolio
4,037
Q4 2024 Added 8.81%
$0
$480,000 0.19% of portfolio
7,503
Q4 2024 Reduced 8.09%
$0
$461,000 0.18% of portfolio
16,564
Q4 2024 Added 346.59%
$21.2B
$457,000 0.18% of portfolio
7,964
Q4 2024 Reduced 7.51%
$10.2B
$465,000 0.18% of portfolio
16,596
Q4 2024 Reduced 5.52%
$64.2B
$426,000 0.17% of portfolio
3,443
Q4 2024 Added 2.08%
$95.5B
$425,000 0.17% of portfolio
676
Q4 2024 Added 9.92%
$76.2B
$437,000 0.17% of portfolio
4,629
Q4 2024 Reduced 1.47%
$0
$430,000 0.17% of portfolio
3,373
Q4 2024 Reduced 3.05%
$0
$412,000 0.16% of portfolio
12,068
Q4 2024 Added 4.68%
$0
$413,000 0.16% of portfolio
1,871
Q4 2024 Added 1.3%
$0
$393,000 0.16% of portfolio
7,922
Q4 2024 Added 4.5%
$229B
$396,000 0.16% of portfolio
3,508
Q4 2024 Reduced 16.08%
$16.7B
$391,000 0.16% of portfolio
3,357
Q4 2024 Reduced 12.33%
$0
$399,000 0.16% of portfolio
8,636
Q4 2024 Reduced 0.05%
$0
$392,000 0.16% of portfolio
5,777
Q4 2024 Reduced 0.29%
$8.96B
$366,000 0.15% of portfolio
7,053
Q4 2024 New
$28.9B
$379,000 0.15% of portfolio
11,626
Q4 2024 Added 2.3%
$192B
$371,000 0.15% of portfolio
1,055
Q4 2024 Reduced 7.13%

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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