Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

  • $288 Million
  • Q1 2025

Family Legacy, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $288 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.92M, Microsoft Corp with a value of $7.67M, Arthur J. Gallagher & Co. with a value of $7.22M, Jpmorgan Chase & CO with a value of $7.15M, and Duke Energy Corp with a value of $6.05M.

Examining the 13F form we can see an decrease of $2.92M in the current position value, from $291M to 288M.

Below you can find more details about Family Legacy, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $288 Million
ETFs: $57.2 Million
Industrials: $38.9 Million
Financial Services: $37.5 Million
Healthcare: $36.2 Million
Technology: $35.4 Million
Consumer Defensive: $26.2 Million
Consumer Cyclical: $24.3 Million
Utilities: $10.7 Million
Other: $21.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$8.92 Million 3.1% of portfolio
40,159
Q1 2025 Reduced 2.32%
$2.92T
$7.67 Million 2.67% of portfolio
20,433
Q1 2025 Reduced 0.87%
$67.8B
$7.22 Million 2.51% of portfolio
20,909
Q1 2025 Reduced 7.67%
$714B
$7.15 Million 2.48% of portfolio
29,128
Q1 2025 Reduced 7.31%
$92.3B
$6.05 Million 2.1% of portfolio
49,633
Q1 2025 Reduced 0.28%
$840B
$5.98 Million 2.08% of portfolio
7,245
Q1 2025 Reduced 8.46%
$548B
$6 Million 2.08% of portfolio
17,110
Q1 2025 Reduced 1.37%
$0
$5.93 Million 2.06% of portfolio
150,550
Q1 2025 Added 139.05%
$311B
$5.84 Million 2.03% of portfolio
81,555
Q1 2025 Reduced 0.13%
$258B
$5.63 Million 1.96% of portfolio
64,166
Q1 2025 Reduced 4.43%
$366B
$5.57 Million 1.94% of portfolio
15,192
Q1 2025 Added 1.06%
$432B
$5.52 Million 1.92% of portfolio
5,839
Q1 2025 Reduced 4.01%
$162B
$5.5 Million 1.91% of portfolio
16,669
Q1 2025 Added 0.02%
$32.8B
$5.43 Million 1.89% of portfolio
23,285
Q1 2025 Added 0.15%
$137B
$5.41 Million 1.88% of portfolio
23,209
Q1 2025 Added 0.36%
$404B
$5.35 Million 1.86% of portfolio
32,266
Q1 2025 Reduced 0.05%
$1.93T
$5.11 Million 1.78% of portfolio
26,833
Q1 2025 Reduced 1.43%
$967B
$4.93 Million 1.72% of portfolio
31,902
Q1 2025 Reduced 1.17%
$856B
$4.85 Million 1.69% of portfolio
29,205
Q1 2025 Reduced 1.18%
$382B
$4.71 Million 1.64% of portfolio
27,653
Q1 2025 Added 0.27%
$0
$4.53 Million 1.58% of portfolio
17,528
Q1 2025 Reduced 5.92%
$0
$4.4 Million 1.53% of portfolio
152,496
Q1 2025 Added 2.54%
$373B
$4.39 Million 1.52% of portfolio
31,368
Q1 2025 Reduced 1.21%
$0
$4.29 Million 1.49% of portfolio
55,996
Q1 2025 Added 2.64%
$392B
$4.18 Million 1.45% of portfolio
7,978
Q1 2025 Added 0.4%
$150B
$4.04 Million 1.4% of portfolio
12,954
Q1 2025 Reduced 0.07%
$0
$4.02 Million 1.4% of portfolio
7,192
Q1 2025 Reduced 8.36%
$0
$3.93 Million 1.37% of portfolio
8,391
Q1 2025 Reduced 10.83%
$130B
$3.91 Million 1.36% of portfolio
26,909
Q1 2025 Reduced 0.23%
$139B
$3.84 Million 1.34% of portfolio
8,189
Q1 2025 Reduced 1.47%
$0
$3.87 Million 1.34% of portfolio
62,593
Q1 2025 Reduced 9.65%
$125B
$3.81 Million 1.33% of portfolio
8,537
Q1 2025 Added 1.09%
$93.7B
$3.39 Million 1.18% of portfolio
14,644
Q1 2025 Added 0.16%
$0
$3.34 Million 1.16% of portfolio
17,754
Q1 2025 Added 40.35%
$98.4B
$3.29 Million 1.14% of portfolio
35,760
Q1 2025 Reduced 1.59%
$74.7B
$3.26 Million 1.13% of portfolio
2,357
Q1 2025 Added 4.62%
$210B
$3.15 Million 1.1% of portfolio
35,096
Q1 2025 Added 0.77%
$72.8B
$3.11 Million 1.08% of portfolio
6,076
Q1 2025 Added 0.15%
$96.2B
$3.05 Million 1.06% of portfolio
31,081
Q1 2025 Added 0.68%
$101B
$3.03 Million 1.05% of portfolio
6,957
Q1 2025 Added 1.84%
$217B
$2.78 Million 0.97% of portfolio
13,904
Q1 2025 Reduced 0.76%
$0
$2.72 Million 0.95% of portfolio
30,072
Q1 2025 Reduced 18.46%
$0
$2.69 Million 0.94% of portfolio
37,663
Q1 2025 Reduced 8.82%
$691B
$2.6 Million 0.9% of portfolio
4,873
Q1 2025 Reduced 0.73%
$318B
$2.48 Million 0.86% of portfolio
59,492
Q1 2025 Added 0.43%
$74.7B
$2.47 Million 0.86% of portfolio
9,078
Q1 2025 Reduced 0.08%
$184B
$2.34 Million 0.81% of portfolio
15,591
Q1 2025 Added 0.42%
$106B
$2.25 Million 0.78% of portfolio
13,198
Q1 2025 Added 1.62%
$329B
$2.21 Million 0.77% of portfolio
10,553
Q1 2025 Reduced 0.82%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $288 Million
  • Prior Value $291 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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