My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

  • $253 Million
  • Q1 2025

My Legacy Advisors, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 204 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 $11.7M, Ishares Core S&P 500 ETF with a value of $8.89M, Apple Inc. with a value of $8.5M, Microsoft Corp with a value of $7.25M, and Ishares Tr with a value of $7.15M.

Examining the 13F form we can see an increase of $1.13M in the current position value, from $252M to 253M.

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

Portfolio value $253 Million
ETFs: $125 Million
Technology: $27.1 Million
Financial Services: $24.1 Million
Consumer Cyclical: $13.8 Million
Communication Services: $11.3 Million
Utilities: $11.2 Million
Consumer Defensive: $11.1 Million
Healthcare: $10.9 Million
Other: $18.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.7 Million 4.64% of portfolio
255,435
Q1 2025 Added 3.46%
$0
$8.89 Million 3.51% of portfolio
15,934
Q1 2025 Reduced 3.87%
$0
$7.15 Million 2.82% of portfolio
90,707
Q1 2025 Added 2.78%
$0
$7 Million 2.77% of portfolio
164,598
Q1 2025 Added 4.94%
$0
$6.72 Million 2.66% of portfolio
102,802
Q1 2025 Reduced 7.51%
$0
$4.8 Million 1.9% of portfolio
28,277
Q1 2025 Added 13.08%
$0
$4.72 Million 1.86% of portfolio
50,984
Q1 2025 Added 1.77%
$0
$4.19 Million 1.66% of portfolio
86,563
Q1 2025 Added 0.48%
$0
$3.61 Million 1.43% of portfolio
72,917
Q1 2025 Added 14.31%
$0
$3.43 Million 1.36% of portfolio
148,491
Q1 2025 Added 1.06%
$0
$3.42 Million 1.35% of portfolio
32,487
Q1 2025 Reduced 16.16%
$0
$3.37 Million 1.33% of portfolio
56,632
Q1 2025 Reduced 17.39%
$0
$3.2 Million 1.26% of portfolio
35,370
Q1 2025 Added 9.32%
$0
$3.13 Million 1.24% of portfolio
16,565
Q1 2025 Added 45.37%
$0
$2.82 Million 1.11% of portfolio
68,603
Q1 2025 Added 6.67%
$0
$2.5 Million 0.99% of portfolio
26,708
Q1 2025 Reduced 11.21%
$0
$2.38 Million 0.94% of portfolio
8,928
Q1 2025 Added 17.18%
$0
$2.33 Million 0.92% of portfolio
9,538
Q1 2025 Reduced 5.72%
$0
$2.07 Million 0.82% of portfolio
39,618
Q1 2025 Reduced 11.17%
$0
$2.04 Million 0.8% of portfolio
14,479
Q1 2025 Reduced 0.93%
$0
$1.73 Million 0.68% of portfolio
31,324
Q1 2025 Reduced 22.8%
$0
$1.55 Million 0.61% of portfolio
28,903
Q1 2025 Added 91.82%
$0
$1.34 Million 0.53% of portfolio
8,439
Q1 2025 Added 2.56%
$0
$1.31 Million 0.52% of portfolio
12,743
Q1 2025 Added 92.17%
$0
$1.32 Million 0.52% of portfolio
10,565
Q1 2025 Reduced 2.04%
$0
$1.16 Million 0.46% of portfolio
9,531
Q1 2025 Reduced 23.44%
$0
$1.06 Million 0.42% of portfolio
2,866
Q1 2025 Added 12.83%
$0
$958,000 0.38% of portfolio
3,507
Q1 2025 Added 0.17%
$0
$896,000 0.35% of portfolio
20,689
Q1 2025 Reduced 0.45%
$0
$888,000 0.35% of portfolio
9,296
Q1 2025 Reduced 6.54%
$0
$854,000 0.34% of portfolio
9,268
Q1 2025 Added 4.49%
$0
$850,000 0.34% of portfolio
18,610
Q1 2025 Reduced 2.03%
$9.66B
$841,000 0.33% of portfolio
13,794
Q1 2025 Added 95.58%
$0
$842,000 0.33% of portfolio
18,385
Q1 2025 New
$0
$814,000 0.32% of portfolio
3,673
Q1 2025 Added 59.9%
$53.1B
$787,000 0.31% of portfolio
13,358
Q1 2025 New
$0
$749,000 0.3% of portfolio
24,521
Q1 2025 Reduced 0.34%
$0
$739,000 0.29% of portfolio
9,701
Q1 2025 Reduced 0.53%
$0
$744,000 0.29% of portfolio
4,357
Q1 2025 Added 4.94%
$0
$735,000 0.29% of portfolio
9,003
Q1 2025 Added 5.06%
$0
$739,000 0.29% of portfolio
14,099
Q1 2025 Reduced 7.47%
$0
$643,000 0.25% of portfolio
8,139
Q1 2025 Reduced 0.62%
$0
$598,000 0.24% of portfolio
16,379
Q1 2025 New
$0
$543,000 0.21% of portfolio
4,050
Q1 2025 Reduced 0.34%
$0
$532,000 0.21% of portfolio
6,803
Q1 2025 New
$0
$511,000 0.2% of portfolio
8,687
Q1 2025 Reduced 6.19%
$0
$455,000 0.18% of portfolio
7,559
Q1 2025 Added 0.75%
$0
$448,000 0.18% of portfolio
3,517
Q1 2025 Added 4.27%
$0
$429,000 0.17% of portfolio
11,902
Q1 2025 Reduced 1.38%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $253 Million
  • Prior Value $252 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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