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
DTE
Dte Energy CO

Utilities
327
+ 8.81%
$117.04 - $129.77 $38.3K - $42.4K
4.04K $487K
XOM
Exxon Mobil Corp

Energy
693
+ 10.33%
$105.51 - $125.37 $73.1K - $86.9K
7.4K $796K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
657
+ 5.7%
$22.39 - $23.45 $14.7K - $15.4K
12.2K $279K
WEC
Wec Energy Group, Inc.

Utilities
233
+ 3.68%
$92.94 - $101.82 $21.7K - $23.7K
6.57K $617K
KMB
Kimberly Clark Corp

Consumer Defensive
203
+ 11.66%
$130.37 - $146.09 $26.5K - $29.7K
1.94K $254K
IWM
Ishares Russell 2000 ETF

ETFs
24
+ 1.3%
$216.13 - $242.4 $5.19K - $5.82K
1.87K $413K
Linde PLC
61
+ 3.82%
N/A
1.66K $0
Blackrock ETF Trust Ii
1.24K
+ 4.07%
N/A
31.7K $0
Lazard Inc
1.26K
+ 29.38%
N/A
5.53K $0
Brookfield Asset Managmt LTD
707
+ 15.11%
N/A
5.39K $0
WSO
Watsco Inc

Industrials
21
+ 3.15%
$466.57 - $568.78 $9.8K - $11.9K
687 $325K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
336
+ 9.84%
$64.62 - $71.43 $21.7K - $24K
3.75K $242K
PEG
Public Service Enterprise Group Inc

Utilities
394
+ 4.92%
$81.87 - $94.51 $32.3K - $37.2K
8.4K $709K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.72K
+ 11.9%
$87.1 - $98.49 $150K - $169K
16.2K $1.41M
MSFT
Microsoft Corp

Technology
376
+ 2.0%
$406.35 - $454.46 $153K - $171K
19.2K $8.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
127
+ 1.58%
$80.93 - $85.66 $10.3K - $10.9K
8.19K $662K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
190
+ 3.77%
$40.41 - $45.12 $7.68K - $8.57K
5.24K $212K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7
+ 0.24%
$115.08 - $119.55 $806 - $837
2.91K $336K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
76.4K
+ 108.45%
$22.63 - $47.53 $1.73M - $3.63M
147K $3.34M
SPGI
S&P Global Inc.

Financial Services
26
+ 1.73%
$480.36 - $529.17 $12.5K - $13.8K
1.53K $761K
PFE
Pfizer Inc

Healthcare
239
+ 2.05%
$24.8 - $30.19 $5.93K - $7.22K
11.9K $315K
SLB
Schlumberger Limited

Energy
16
+ 0.25%
$36.83 - $45.59 $589 - $729
6.44K $246K
HPQ
Hp Inc

Technology
261
+ 2.3%
$32.46 - $39.3 $8.47K - $10.3K
11.6K $379K
HRB
H&R Block Inc

Consumer Cyclical
359
+ 7.53%
$52.14 - $63.36 $18.7K - $22.7K
5.12K $270K
D
Dominion Energy, Inc

Utilities
276
+ 2.28%
$52.63 - $60.92 $14.5K - $16.8K
12.4K $667K
HYG
Ishares Tr

ETFs
1.38K
+ 1.59%
$78.09 - $80.04 $108K - $110K
88.3K $6.94M
PFG
Principal Financial Group Inc

Financial Services
5
+ 0.11%
$74.91 - $91.26 $375 - $456
4.55K $351K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
540
+ 4.68%
$34.21 - $38.73 $18.5K - $20.9K
12.1K $412K
IVE
Ishares S&P 500 Value ETF

ETFs
152
+ 1.35%
$189.5 - $206.17 $28.8K - $31.3K
11.4K $2.18M
FNF
Fidelity National Financial, Inc.

Financial Services
117
+ 1.39%
$55.19 - $63.83 $6.46K - $7.47K
8.52K $478K
KLAC
Kla Corp

Technology
61
+ 9.92%
$614.46 - $829.55 $37.5K - $50.6K
676 $425K
STX
Seagate Technology Holdings PLC

Technology
118
+ 3.94%
$86.31 - $112.64 $10.2K - $13.3K
3.11K $268K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.21%
$288.47 - $316.54 $2.88K - $3.17K
4.68K $1.36M
NOC
Northrop Grumman Corp

Industrials
19
+ 1.37%
$466.52 - $543.88 $8.86K - $10.3K
1.41K $660K
EFV
Msci Eafe Value ETF

ETFs
4.74K
+ 7.43%
$51.78 - $57.15 $246K - $271K
68.6K $3.6M
TT
Trane Technologies PLC

Industrials
56
+ 1.1%
$369.35 - $419.14 $20.7K - $23.5K
5.13K $1.89M
AMT
American Tower Corp

Real Estate
149
+ 5.18%
$179.4 - $232.01 $26.7K - $34.6K
3.03K $554K
VZ
Verizon Communications Inc

Communication Services
110
+ 0.43%
$39.6 - $45.21 $4.36K - $4.97K
25.6K $1.03M
NEE
Nextera Energy Inc

Utilities
533
+ 3.97%
$69.77 - $85.43 $37.2K - $45.5K
14K $1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.42K
+ 92.98%
$22.4 - $68.28 $121K - $370K
11.2K $260K
AMGN
Amgen Inc

Healthcare
147
+ 5.04%
$258.78 - $328.31 $38K - $48.3K
3.07K $798K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
969
+ 2.45%
$55.45 - $61.08 $53.7K - $59.2K
40.6K $2.25M
ADBE
Adobe Inc.

Technology
2
+ 0.07%
$437.39 - $552.96 $875 - $1.11K
2.69K $1.19M
NVO
Novo Nordisk A S

Healthcare
201
+ 2.94%
$85.0 - $120.04 $17.1K - $24.1K
7.03K $604K
ASML
Asml Holding Nv

Technology
28
+ 1.61%
$658.43 - $872.27 $18.4K - $24.4K
1.76K $1.22M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 1.65%
$485.52 - $625.25 $37.9K - $48.8K
4.81K $2.43M
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
Track This Portfolio

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email