My Legacy Advisors, LLC Reduced Holdings in Q1 2025

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-15.3K
- 38.39%
$96.1 - $106.37 $1.47M - $1.63M
24.6K $2.48M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-13.2K
- 81.51%
$85.29 - $92.57 $1.12M - $1.22M
2.99K $269K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.35K
- 7.51%
$64.88 - $72.1 $542K - $602K
103K $6.72M
IVV
Ishares Core S&P 500 ETF

ETFs
-641
- 3.87%
$554.06 - $615.85 $355K - $395K
15.9K $8.89M
MUB
Ishares National Muni Bond ETF

ETFs
-6.26K
- 16.16%
$104.71 - $107.69 $656K - $674K
32.5K $3.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.25K
- 22.8%
$54.25 - $57.64 $502K - $533K
31.3K $1.73M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.92K
- 23.44%
$120.24 - $134.3 $351K - $392K
9.53K $1.16M
IYW
Ishares Dj Us Tech ETF

ETFs
-136
- 0.93%
$140.44 - $166.79 $19.1K - $22.7K
14.5K $2.04M
MBB
Ishares Tr

ETFs
-3.37K
- 11.21%
$90.37 - $94.08 $305K - $317K
26.7K $2.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
-579
- 5.72%
$237.72 - $276.98 $138K - $160K
9.54K $2.33M
EFV
Msci Eafe Value ETF

ETFs
-11.9K
- 17.39%
$51.88 - $60.73 $618K - $724K
56.6K $3.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.46K
- 26.91%
$24.91 - $29.02 $111K - $129K
12.1K $302K
NVO
Novo Nordisk A S

Healthcare
-566
- 8.05%
$69.3 - $90.95 $39.2K - $51.5K
6.46K $448K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.84K
- 5.94%
$34.43 - $37.49 $97.6K - $106K
44.9K $1.64M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-650
- 6.54%
$95.35 - $107.82 $62K - $70.1K
9.3K $888K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.14K
- 39.02%
$114.57 - $118.14 $130K - $134K
1.77K $209K
SUB
Ishares Short Term National Mu

ETFs
-1.2K
- 24.1%
$105.3 - $106.24 $126K - $127K
3.78K $398K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.65K
- 34.2%
$44.81 - $46.22 $119K - $122K
5.09K $228K
EMR
Emerson Electric CO

Industrials
-593
- 17.22%
$108.64 - $131.17 $64.4K - $77.8K
2.85K $312K
USB
Us Bancorp \De\

Financial Services
-226
- 1.26%
$40.92 - $50.9 $9.25K - $11.5K
17.8K $750K
NXPI
Nxp Semiconductors N.V.

Technology
-181
- 5.66%
$189.99 - $245.86 $34.4K - $44.5K
3.02K $573K
ASML
Asml Holding Nv

Technology
-49
- 2.78%
$662.63 - $776.99 $32.5K - $38.1K
1.71K $1.14M
LMT
Lockheed Martin Corp

Industrials
-35
- 2.17%
$423.19 - $506.29 $14.8K - $17.7K
1.58K $706K
ACN
Accenture PLC

Technology
-113
- 10.71%
$300.91 - $398.25 $34K - $45K
942 $293K
IWS
Ishares Russell Midcap Value E

ETFs
-220
- 2.04%
$122.59 - $135.24 $27K - $29.8K
10.6K $1.32M
MRK
Merck & Co., Inc.

Healthcare
-151
- 2.52%
$83.01 - $101.02 $12.5K - $15.3K
5.84K $524K
HPQ
Hp Inc

Technology
-181
- 1.56%
$27.69 - $34.72 $5.01K - $6.28K
11.4K $316K
PEP
Pepsico Inc

Consumer Defensive
-255
- 3.68%
$142.64 - $156.42 $36.4K - $39.9K
6.67K $1M
CSX
Csx Corp

Industrials
-86
- 0.5%
$29.11 - $33.67 $2.5K - $2.9K
17K $500K
PH
Parker Hannifin Corp

Industrials
-20
- 1.49%
$591.65 - $707.05 $11.8K - $14.1K
1.33K $805K
IWM
Ishares Russell 2000 ETF

ETFs
-55
- 2.94%
$198.1 - $229.79 $10.9K - $12.6K
1.82K $364K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.14K
- 7.47%
$50.82 - $52.7 $57.9K - $60K
14.1K $739K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-536
- 12.56%
$81.83 - $82.73 $43.9K - $44.3K
3.73K $308K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-153
- 2.11%
$69.82 - $78.67 $10.7K - $12K
7.11K $500K
MPC
Marathon Petroleum Corp

Energy
-363
- 16.2%
$134.72 - $159.03 $48.9K - $57.7K
1.88K $273K
FTNT
Fortinet, Inc.

Technology
-404
- 8.73%
$92.49 - $114.57 $37.4K - $46.3K
4.23K $406K
FTSL
First Trust Senior Ln Fund

ETFs
-385
- 2.03%
$45.65 - $46.48 $17.6K - $17.9K
18.6K $850K
WEN
Wendy'S CO

Consumer Cyclical
-334
- 2.69%
$14.17 - $16.17 $4.73K - $5.4K
12.1K $176K
IEFA
Ishares Tr

ETFs
-541
- 15.64%
$69.57 - $78.65 $37.6K - $42.5K
2.92K $222K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-51
- 0.62%
$78.0 - $84.37 $3.98K - $4.3K
8.14K $643K
NEE
Nextera Energy Inc

Utilities
-42
- 0.3%
$66.96 - $76.16 $2.81K - $3.2K
13.9K $987K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-76
- 0.64%
$19.04 - $20.15 $1.45K - $1.53K
11.8K $224K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-30
- 0.4%
$33.91 - $36.36 $1.02K - $1.09K
7.42K $256K
WTMF
Wisdomtree Tr Managed Futures

ETFs
-5
- 0.08%
$33.94 - $35.62 $170 - $178
6.15K $211K
Peakstone Realty Trust
-6.96K
- 22.13%
N/A
24.5K $0
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-52
- 0.53%
$74.87 - $79.99 $3.89K - $4.16K
9.7K $739K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-8
- 0.12%
N/A
6.42K $294K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-82
- 0.59%
$25.77 - $27.6 $2.11K - $2.26K
13.7K $361K
ZTS
Zoetis Inc.

Healthcare
-28
- 0.79%
$156.48 - $175.67 $4.38K - $4.92K
3.52K $578K
Activity Summary
Buys All Purchases 123 New Holdings 13 Increased Positions 110 Sells All Sells 78 Reductions 78 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