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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.5B
$1.24 Million 0.49% of portfolio
6,913
Q1 2025 Added 7.19%
$167B
$1.24 Million 0.49% of portfolio
2,486
Q1 2025 Added 1.89%
$93.8B
$1.23 Million 0.49% of portfolio
10,107
Q1 2025 Added 3.79%
$55.3B
$1.21 Million 0.48% of portfolio
11,108
Q1 2025 Reduced 2.52%
$1.13T
$1.21 Million 0.48% of portfolio
2,097
Q1 2025 Added 3.3%
$16.5B
$1.21 Million 0.48% of portfolio
22,627
Q1 2025 Added 5.77%
$21.1B
$1.15 Million 0.46% of portfolio
7,804
Q1 2025 Added 0.46%
$0
$1.16 Million 0.46% of portfolio
9,531
Q1 2025 Reduced 23.44%
$155B
$1.13 Million 0.45% of portfolio
11,473
Q1 2025 Added 2.14%
$254B
$1.14 Million 0.45% of portfolio
1,713
Q1 2025 Reduced 2.78%
$762B
$1.14 Million 0.45% of portfolio
4,388
Q1 2025 Added 13.12%
$185B
$1.14 Million 0.45% of portfolio
25,139
Q1 2025 Reduced 1.99%
$57.9B
$1.11 Million 0.44% of portfolio
13,836
Q1 2025 Added 0.6%
$306B
$1.12 Million 0.44% of portfolio
5,367
Q1 2025 Added 0.28%
$38.2B
$1.09 Million 0.43% of portfolio
4,305
Q1 2025 Added 3.61%
$0
$1.06 Million 0.42% of portfolio
2,866
Q1 2025 Added 12.83%
$23.4B
$1.07 Million 0.42% of portfolio
27,401
Q1 2025 Added 0.73%
$270B
$1.05 Million 0.42% of portfolio
6,304
Q1 2025 Reduced 1.76%
$126B
$1.07 Million 0.42% of portfolio
2,200
Q1 2025 Added 2.28%
$104B
$1.04 Million 0.41% of portfolio
17,325
Q1 2025 Added 7.3%
$197B
$1 Million 0.4% of portfolio
6,673
Q1 2025 Reduced 3.68%
$214B
$1.02 Million 0.4% of portfolio
4,082
Q1 2025 Added 0.47%
$130B
$987,000 0.39% of portfolio
13,925
Q1 2025 Reduced 0.3%
$17.6B
$990,000 0.39% of portfolio
24,188
Q1 2025 Added 6.04%
$0
$958,000 0.38% of portfolio
3,507
Q1 2025 Added 0.17%
$253B
$954,000 0.38% of portfolio
6,011
Q1 2025 Reduced 1.02%
$446B
$930,000 0.37% of portfolio
7,820
Q1 2025 Added 5.66%
$148B
$945,000 0.37% of portfolio
3,035
Q1 2025 Reduced 0.98%
$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%
$15.9B
$875,000 0.35% of portfolio
21,845
Q1 2025 Added 3.09%
$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%
$37.5B
$827,000 0.33% of portfolio
6,687
Q1 2025 Reduced 3.3%
$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
$404B
$816,000 0.32% of portfolio
4,792
Q1 2025 Added 1.87%
$72.1B
$805,000 0.32% of portfolio
1,325
Q1 2025 Reduced 1.49%
$64.8B
$821,000 0.32% of portfolio
6,408
Q1 2025 Reduced 0.31%
$0
$814,000 0.32% of portfolio
3,673
Q1 2025 Added 59.9%
$151B
$804,000 0.32% of portfolio
1,584
Q1 2025 Added 3.6%
$247B
$788,000 0.31% of portfolio
2,940
Q1 2025 Added 4.93%
$133B
$779,000 0.31% of portfolio
12,663
Q1 2025 Reduced 5.0%
$53.1B
$787,000 0.31% of portfolio
13,358
Q1 2025 New
$59.1B
$750,000 0.3% of portfolio
1,273
Q1 2025 Added 1.52%
$56.8B
$750,000 0.3% of portfolio
17,769
Q1 2025 Reduced 1.26%
$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%
$69.3B
$734,000 0.29% of portfolio
4,384
Q1 2025 Added 1.11%

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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