Family Legacy Financial Solutions, LLC Portfolio Holdings by Sector
Family Legacy Financial Solutions, LLC
- $125 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX USFR SCHM SCHA STIP SCHF SPY TIP 11 stocks |
$60,779
48.52% of portfolio
|
4
|
6
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD NVDA MRVL ADI SWKS 5 stocks |
$20,096
16.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
PKI DHR 2 stocks |
$12,070
9.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$9,483
7.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$3,941
3.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MSFT 2 stocks |
$3,712
2.96% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DOV CMI 2 stocks |
$2,051
1.64% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
DOCS 1 stocks |
$1,594
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP CRM 2 stocks |
$1,591
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,532
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1,315
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D DUK ED 3 stocks |
$1,142
0.91% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$1,025
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$992
0.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$837
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$721
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$715
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$331
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
UHS 1 stocks |
$273
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$266
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$265
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$242
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
TECH 1 stocks |
$199
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$86
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
LUMN 1 stocks |
$6
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|