Family Legacy, Inc. Portfolio Holdings

Family Legacy, Inc.

  • $291 Million
  • Q4 2024

Family Legacy, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.3M, Microsoft Corp with a value of $8.69M, Jpmorgan Chase & CO with a value of $7.53M, Arthur J. Gallagher & Co. with a value of $6.43M, and Eli Lilly & CO with a value of $6.11M.

Examining the 13F form we can see an decrease of $7.04M in the current position value, from $298M to 291M.

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

Portfolio value $291 Million
ETFs: $59.3 Million
Technology: $40.2 Million
Industrials: $37.4 Million
Financial Services: $35.7 Million
Healthcare: $34.2 Million
Consumer Defensive: $26.5 Million
Consumer Cyclical: $25.1 Million
Utilities: $9.36 Million
Other: $22.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$10.3 Million 3.54% of portfolio
41,112
Q4 2024 Reduced 0.46%
$2.92T
$8.69 Million 2.99% of portfolio
20,612
Q4 2024 Added 0.93%
$709B
$7.53 Million 2.59% of portfolio
31,425
Q4 2024 Reduced 2.06%
$796B
$6.11 Million 2.1% of portfolio
7,915
Q4 2024 Added 2.82%
$972B
$6.11 Million 2.1% of portfolio
32,279
Q4 2024 Added 0.25%
$233B
$6.07 Million 2.09% of portfolio
67,140
Q4 2024 Reduced 0.33%
$2T
$5.97 Million 2.06% of portfolio
27,222
Q4 2024 Added 0.27%
$359B
$5.85 Million 2.01% of portfolio
15,033
Q4 2024 Added 0.85%
$917B
$5.84 Million 2.01% of portfolio
29,554
Q4 2024 Added 0.37%
$402B
$5.57 Million 1.92% of portfolio
6,083
Q4 2024 Added 0.07%
$549B
$5.48 Million 1.89% of portfolio
17,348
Q4 2024 Added 0.78%
$410B
$5.29 Million 1.82% of portfolio
31,752
Q4 2024 Reduced 0.78%
$297B
$5.08 Million 1.75% of portfolio
81,661
Q4 2024 Added 0.15%
$428B
$4.67 Million 1.61% of portfolio
32,281
Q4 2024 Added 1.67%
$395B
$4.62 Million 1.59% of portfolio
27,578
Q4 2024 Added 1.77%
$483B
$4.02 Million 1.38% of portfolio
7,946
Q4 2024 Added 1.55%
$341B
$2.6 Million 0.9% of portfolio
59,238
Q4 2024 Added 0.68%
$200B
$2.36 Million 0.81% of portfolio
15,526
Q4 2024 Added 1.24%
$223B
$2.34 Million 0.8% of portfolio
14,010
Q4 2024 Added 3.7%
$688B
$2.23 Million 0.77% of portfolio
4,909
Q4 2024 Added 3.02%
$248B
$1.95 Million 0.67% of portfolio
32,972
Q4 2024 Added 0.33%
$371B
$1.89 Million 0.65% of portfolio
10,640
Q4 2024 Added 0.05%
$225B
$1.54 Million 0.53% of portfolio
5,301
Q4 2024 Added 1.13%
$203B
$1.39 Million 0.48% of portfolio
2,664
Q4 2024 Added 5.84%
$469B
$1.36 Million 0.47% of portfolio
2
Q3 2017 New
$511B
$1.23 Million 0.42% of portfolio
2,335
Q4 2024 Added 2.1%
$293B
$1.23 Million 0.42% of portfolio
9,126
Q4 2024 Added 16.18%
$322B
$1.14 Million 0.39% of portfolio
7,887
Q4 2024 Added 1.08%
$221B
$995,000 0.34% of portfolio
8,800
Q4 2024 Added 1.97%
$275B
$899,000 0.31% of portfolio
12,800
Q1 2021 Reduced 0.78%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $291 Million
  • Prior Value $298 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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