My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $252 Million
  • Q4 2024

My Legacy Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $252 Million distributed in 197 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 $11.2M, Ishares Core S&P 500 ETF with a value of $9.76M, Apple Inc. with a value of $9.22M, Microsoft Corp with a value of $8.08M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $7.66M.

Examining the 13F form we can see an increase of $2.85M in the current position value, from $249M to 252M.

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

Portfolio value $252 Million
ETFs: $124 Million
Technology: $30.2 Million
Financial Services: $22.8 Million
Consumer Cyclical: $14.6 Million
Communication Services: $11.2 Million
Healthcare: $10.3 Million
Consumer Defensive: $10.1 Million
Utilities: $9.97 Million
Other: $17.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146B
$315,000 0.13% of portfolio
11,903
Q4 2024 Added 2.05%
$4.73B
$317,000 0.13% of portfolio
6,505
Q4 2024 Reduced 7.73%
$16.4B
$325,000 0.13% of portfolio
687
Q4 2024 Added 3.15%
$83.5B
$307,000 0.12% of portfolio
634
Q4 2024 Reduced 2.31%
$93.3B
$298,000 0.12% of portfolio
878
Q3 2024 Reduced 29.7%
$69.3B
$313,000 0.12% of portfolio
4,083
Q4 2024 Added 7.87%
$75.6B
$312,000 0.12% of portfolio
2,241
Q4 2024 Reduced 19.56%
$22.3B
$268,000 0.11% of portfolio
3,113
Q4 2024 Added 3.94%
$8.39B
$270,000 0.11% of portfolio
5,124
Q4 2024 Added 7.53%
$19.1B
$276,000 0.11% of portfolio
3,226
Q4 2024 Added 28.02%
$43.3B
$254,000 0.1% of portfolio
1,944
Q4 2024 Added 11.66%
$59.9B
$246,000 0.1% of portfolio
6,441
Q4 2024 Added 0.25%
$38.2B
$263,000 0.1% of portfolio
2,532
Q4 2023 New
$7.12B
$216,000 0.09% of portfolio
4,149
Q4 2024 New
$7.19B
$229,000 0.09% of portfolio
2,001
Q4 2024 Added 0.1%
$2.38B
$233,000 0.09% of portfolio
4,451
Q4 2024 New
$0
$197,000 0.08% of portfolio
9,006
Q4 2024 Reduced 18.27%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $252 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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