My Legacy Advisors, LLC Incresed Positions in Q4 2024

My Legacy Advisors, LLC

  • $252 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22.1K
+ 98.28%
$51.54 - $52.55 $1.14M - $1.16M
44.6K $2.31M
AAPL
Apple Inc.

Technology
1.4K
+ 3.96%
$221.69 - $259.02 $311K - $363K
36.8K $9.22M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 6.46%
$180.88 - $232.93 $235K - $303K
21.4K $4.69M
GOOGL
Alphabet Inc.

Communication Services
2.12K
+ 11.56%
$161.86 - $196.66 $343K - $417K
20.5K $3.88M
NVDA
Nvidia Corp

Technology
2.23K
+ 6.68%
$117.0 - $148.88 $261K - $332K
35.6K $4.78M
TSLA
Tesla, Inc.

Consumer Cyclical
218
+ 5.95%
$213.65 - $479.86 $46.6K - $105K
3.88K $1.57M
IVV
Ishares Core S&P 500 ETF

ETFs
688
+ 4.33%
$570.51 - $610.59 $393K - $420K
16.6K $9.76M
META
Meta Platforms, Inc.

Communication Services
701
+ 52.75%
$554.08 - $632.68 $388K - $444K
2.03K $1.2M
AVGO
Broadcom Inc.

Technology
786
+ 22.14%
$159.67 - $250.0 $126K - $197K
4.34K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
279
+ 2.89%
$205.18 - $250.29 $57.2K - $69.8K
9.95K $2.38M
VOT
Vanguard Mid Cap Growth Index

ETFs
807
+ 8.67%
$241.48 - $274.89 $195K - $222K
10.1K $2.57M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.16K
+ 10.68%
$49.79 - $51.14 $307K - $315K
63.8K $3.2M
DIS
Walt Disney CO

Communication Services
398
+ 3.67%
$92.39 - $117.6 $36.8K - $46.8K
11.2K $1.25M
CRM
Salesforce, Inc.

Technology
60
+ 2.19%
$270.87 - $367.87 $16.3K - $22.1K
2.8K $936K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.57K
+ 4.37%
$42.33 - $43.3 $278K - $284K
157K $6.68M
NFLX
Netflix Inc

Communication Services
48
+ 7.77%
$687.65 - $936.56 $33K - $45K
666 $593K
LLY
Eli Lilly & CO

Healthcare
225
+ 97.4%
$727.2 - $932.06 $164K - $210K
456 $352K
ETR
Entergy Corp

Utilities
7.73K
+ 94.57%
$73.19 - $156.4 $566K - $1.21M
15.9K $1.21M
TMUS
T Mobile Us, Inc.

Communication Services
55
+ 0.7%
$206.1 - $246.94 $11.3K - $13.6K
7.88K $1.74M
SRLN
Ssga Active Trust

ETFs
2.82K
+ 4.59%
$41.48 - $42.08 $117K - $119K
64.3K $2.68M
PWR
Quanta Services, Inc.

Industrials
117
+ 2.9%
$296.05 - $346.6 $34.6K - $40.6K
4.16K $1.31M
PH
Parker Hannifin Corp

Industrials
150
+ 12.55%
$621.74 - $709.46 $93.3K - $106K
1.35K $855K
EFG
Msci Eafe Growth ETF

ETFs
4.89K
+ 13.96%
$96.83 - $106.88 $473K - $522K
39.9K $3.86M
C
Citigroup Inc

Financial Services
241
+ 2.54%
$61.31 - $72.5 $14.8K - $17.5K
9.71K $683K
TFC
Truist Financial Corp

Financial Services
1.86K
+ 16.19%
$41.51 - $48.1 $77.3K - $89.6K
13.4K $579K
BAC
Bank Of America Corp

Financial Services
940
+ 9.24%
$39.22 - $47.77 $36.9K - $44.9K
11.1K $488K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.9K
+ 346.59%
$25.93 - $105.3 $333K - $1.35M
16.6K $461K
NI
Nisource Inc.

Utilities
870
+ 4.28%
$33.74 - $38.25 $29.4K - $33.3K
21.2K $778K
RF
Regions Financial Corp

Financial Services
2.99K
+ 12.19%
$22.45 - $27.47 $67K - $82K
27.5K $646K
CFG
Citizens Financial Group Inc

Financial Services
229
+ 1.01%
$39.92 - $48.46 $9.14K - $11.1K
22.8K $998K
TJX
Tjx Companies Inc

Consumer Cyclical
235
+ 1.95%
$112.15 - $127.2 $26.4K - $29.9K
12.3K $1.49M
EMB
Ishares Tr

ETFs
2.27K
+ 7.56%
$88.94 - $93.46 $202K - $213K
32.4K $2.88M
SUB
Ishares Short Term National Mu

ETFs
616
+ 14.13%
$104.94 - $106.2 $64.6K - $65.4K
4.98K $524K
EMR
Emerson Electric CO

Industrials
70
+ 2.08%
$108.13 - $134.33 $7.57K - $9.4K
3.44K $426K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
332
+ 13.52%
$209.89 - $233.24 $69.7K - $77.4K
2.79K $591K
USB
Us Bancorp \De\

Financial Services
92
+ 0.51%
$43.98 - $53.66 $4.05K - $4.94K
18K $860K
BK
Bank Of New York Mellon Corp

Financial Services
298
+ 7.87%
$70.82 - $81.87 $21.1K - $24.4K
4.08K $313K
MO
Altria Group, Inc.

Consumer Defensive
406
+ 2.58%
$49.06 - $57.74 $19.9K - $23.4K
16.1K $844K
EOG
Eog Resources Inc

Energy
344
+ 5.65%
$118.22 - $136.54 $40.7K - $47K
6.43K $787K
IWS
Ishares Russell Midcap Value E

ETFs
531
+ 5.18%
$128.08 - $140.32 $68K - $74.5K
10.8K $1.39M
MUB
Ishares National Muni Bond ETF

ETFs
1.05K
+ 2.79%
$105.78 - $108.7 $111K - $114K
38.7K $4.13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.2K
+ 8.56%
$51.33 - $53.74 $61.6K - $64.5K
15.2K $784K
CSX
Csx Corp

Industrials
1.96K
+ 12.96%
$31.58 - $36.88 $62K - $72.4K
17.1K $552K
VOE
Vanguard Mid Cap Value Index F

ETFs
456
+ 5.87%
$160.89 - $176.18 $73.4K - $80.3K
8.23K $1.33M
USXF
Ishares Esg Advanced Msci Usa

Technology
341
+ 4.5%
$48.45 - $52.57 $16.5K - $17.9K
7.92K $393K
WHR
Whirlpool Corp

Consumer Cyclical
2
+ 0.1%
$99.28 - $124.45 $199 - $249
2K $229K
BBY
Best Buy CO Inc

Consumer Cyclical
706
+ 28.02%
$85.2 - $101.35 $60.2K - $71.6K
3.23K $276K
QUAL
Ishares Msci Usa Quality Facto

ETFs
239
+ 0.96%
$176.42 - $186.91 $42.2K - $44.7K
25K $4.45M
MBB
Ishares Tr

ETFs
1.43K
+ 4.98%
$91.26 - $95.82 $130K - $137K
30.1K $2.76M
Activity Summary
Buys All Purchases 105 New Holdings 8 Increased Positions 97 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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