My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024

My Legacy Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $12.4M, Ishares Core S&P 500 ETF with a value of $9.16M, Apple Inc. with a value of $8.25M, Microsoft Corp with a value of $8.08M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.58M.

Examining the 13F form we can see an decrease of $60.3M in the current position value, from $309M to 249M.

Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $122 Million
Technology: $28.9 Million
Financial Services: $21.4 Million
Consumer Cyclical: $13.1 Million
Healthcare: $12.3 Million
Consumer Defensive: $10.7 Million
Utilities: $10.4 Million
Industrials: $9.95 Million
Other: $19.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$8.25 Million 3.31% of portfolio
35,410
Q3 2024 Reduced 17.78%
$3.12T
$8.08 Million 3.24% of portfolio
18,783
Q3 2024 Reduced 16.42%
$339B
$4.05 Million 1.63% of portfolio
33,389
Q3 2024 Reduced 8.63%
$2.23T
$3.74 Million 1.5% of portfolio
20,094
Q3 2024 Reduced 14.16%
$1.15T
$3.04 Million 1.22% of portfolio
18,354
Q3 2024 Reduced 19.66%
$487B
$2.77 Million 1.11% of portfolio
4,734
Q3 2024 Reduced 12.5%
$576B
$2.55 Million 1.02% of portfolio
5,541
Q3 2024 Reduced 10.5%
$415B
$2.34 Million 0.94% of portfolio
2,640
Q3 2024 Reduced 17.6%
$399B
$2.18 Million 0.88% of portfolio
5,385
Q3 2024 Reduced 17.65%
$481B
$2.14 Million 0.86% of portfolio
4,336
Q3 2024 Reduced 13.12%
$19.2B
$2.09 Million 0.84% of portfolio
10,141
Q3 2024 Added 212.7%
$704B
$2.04 Million 0.82% of portfolio
9,669
Q3 2024 Reduced 18.12%
$4.15B
$2.02 Million 0.81% of portfolio
53,464
Q3 2024 Reduced 15.16%
$503B
$1.97 Million 0.79% of portfolio
7,150
Q3 2024 Reduced 18.43%
$87.4B
$1.97 Million 0.79% of portfolio
5,074
Q3 2024 Reduced 16.39%
$263B
$1.61 Million 0.65% of portfolio
7,824
Q3 2024 Reduced 13.88%
$212B
$1.54 Million 0.62% of portfolio
2,496
Q3 2024 Reduced 16.44%
$264B
$1.49 Million 0.6% of portfolio
20,719
Q3 2024 Reduced 16.88%
$294B
$1.44 Million 0.58% of portfolio
1,734
Q3 2024 Reduced 15.41%
$208B
$1.42 Million 0.57% of portfolio
4,670
Q3 2024 Reduced 15.43%
$139B
$1.42 Million 0.57% of portfolio
12,066
Q3 2024 Reduced 13.25%
$189B
$1.39 Million 0.56% of portfolio
2,683
Q3 2024 Reduced 15.07%
$252B
$1.34 Million 0.54% of portfolio
16,591
Q3 2024 Reduced 11.72%
$44.8B
$1.2 Million 0.48% of portfolio
4,038
Q3 2024 Reduced 27.09%
$197B
$1.19 Million 0.48% of portfolio
7,015
Q3 2024 Reduced 22.75%
$28.2B
$1.2 Million 0.48% of portfolio
27,940
Q3 2024 Reduced 18.38%
$48.1B
$1.18 Million 0.47% of portfolio
11,510
Q3 2024 Reduced 18.31%
$67.7B
$1.15 Million 0.46% of portfolio
25,218
Q3 2024 Reduced 15.53%
$159B
$1.15 Million 0.46% of portfolio
25,539
Q3 2024 Reduced 15.79%
$132B
$1.14 Million 0.46% of portfolio
13,434
Q3 2024 Reduced 15.35%
$64B
$1.16 Million 0.46% of portfolio
14,049
Q3 2024 Reduced 16.72%
$54.3B
$1.15 Million 0.46% of portfolio
4,797
Q3 2024 Reduced 15.78%
$310B
$1.12 Million 0.45% of portfolio
5,675
Q3 2024 Reduced 9.6%
$81.5B
$1.13 Million 0.45% of portfolio
9,792
Q3 2024 Reduced 17.07%
$21.6B
$1.09 Million 0.44% of portfolio
8,008
Q3 2024 Reduced 15.09%
$19.2B
$1.07 Million 0.43% of portfolio
21,905
Q3 2024 Reduced 15.99%
$15.5B
$1.08 Million 0.43% of portfolio
8,175
Q3 2024 Reduced 13.14%
$105B
$1.04 Million 0.42% of portfolio
2,227
Q3 2024 Reduced 14.54%
$123B
$1.04 Million 0.42% of portfolio
1,780
Q3 2024 Reduced 17.4%
$198B
$1.04 Million 0.42% of portfolio
10,835
Q3 2024 Reduced 18.73%
$155B
$1.03 Million 0.41% of portfolio
46,976
Q3 2024 Reduced 20.68%
$300B
$999,000 0.4% of portfolio
6,791
Q3 2024 Reduced 14.96%
$1.25T
$957,000 0.38% of portfolio
3,661
Q3 2024 Reduced 21.76%
$140B
$940,000 0.38% of portfolio
2,918
Q3 2024 Reduced 15.27%
$33.8B
$918,000 0.37% of portfolio
7,812
Q3 2024 Reduced 7.62%
$21.5B
$927,000 0.37% of portfolio
22,581
Q3 2024 Reduced 16.56%
$197B
$912,000 0.37% of portfolio
4,126
Q3 2024 Reduced 14.95%
$93.2B
$934,000 0.37% of portfolio
14,095
Q3 2024 Reduced 18.26%
$376B
$899,000 0.36% of portfolio
5,198
Q3 2024 Reduced 20.18%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $249 Million
  • Prior Value $309 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 165 stocks
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