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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77B
$747,000 0.3% of portfolio
6,084
Q3 2024 Reduced 14.15%
$80.9B
$754,000 0.3% of portfolio
1,195
Q3 2024 Reduced 16.78%
$31.9B
$729,000 0.29% of portfolio
11,501
Q3 2024 Reduced 3.64%
$42B
$714,000 0.29% of portfolio
8,009
Q3 2024 Reduced 12.37%
$0
$721,000 0.29% of portfolio
8,610
Q3 2024 Reduced 10.8%
$70.6B
$733,000 0.29% of portfolio
1,389
Q3 2024 Reduced 17.22%
$76.5B
$718,000 0.29% of portfolio
3,677
Q3 2024 Reduced 14.35%
$53.3B
$698,000 0.28% of portfolio
1,255
Q3 2024 Reduced 14.92%
$44.4B
$700,000 0.28% of portfolio
12,124
Q3 2024 Reduced 19.46%
$14.6B
$703,000 0.28% of portfolio
20,320
Q3 2024 Reduced 16.4%
$24.7B
$700,000 0.28% of portfolio
8,373
Q3 2024 Reduced 18.44%
$0
$670,000 0.27% of portfolio
8,063
Q3 2024 Reduced 46.91%
$80.8B
$668,000 0.27% of portfolio
2,877
Q3 2024 Reduced 14.02%
$22B
$653,000 0.26% of portfolio
4,469
Q3 2024 Reduced 17.62%
$0
$614,000 0.25% of portfolio
4,326
Q3 2024 Reduced 27.68%
$90.8B
$612,000 0.25% of portfolio
3,550
Q3 2024 Added 807.93%
$29.5B
$609,000 0.24% of portfolio
6,335
Q3 2024 Reduced 20.11%
$19.3B
$585,000 0.23% of portfolio
8,611
Q3 2024 Reduced 20.76%
$0
$565,000 0.23% of portfolio
9,698
Q3 2024 Reduced 26.64%
$21.5B
$571,000 0.23% of portfolio
24,500
Q3 2024 Reduced 12.3%
$10.4B
$555,000 0.22% of portfolio
17,566
Q3 2024 Reduced 16.85%
$104B
$547,000 0.22% of portfolio
2,455
Q3 2024 Reduced 7.67%
$82.4B
$523,000 0.21% of portfolio
2,375
Q3 2024 Reduced 22.21%
$16.4B
$534,000 0.21% of portfolio
3,829
Q3 2024 Reduced 17.0%
$0
$512,000 0.21% of portfolio
8,163
Q3 2024 Reduced 12.29%
$15B
$521,000 0.21% of portfolio
8,402
Q3 2024 Reduced 10.45%
$66.8B
$522,000 0.21% of portfolio
15,145
Q3 2024 Reduced 10.24%
$56.8B
$491,000 0.2% of portfolio
11,499
Q3 2024 Added 15.77%
$23.1B
$476,000 0.19% of portfolio
3,710
Q3 2024 Reduced 14.32%
$96.8B
$476,000 0.19% of portfolio
615
Q3 2024 Reduced 8.07%
$197B
$476,000 0.19% of portfolio
4,180
Q3 2024 Added 2.25%
$0
$462,000 0.19% of portfolio
4,359
Q3 2024 Added 23.52%
$38.1B
$437,000 0.18% of portfolio
41,459
Q3 2024 Reduced 18.52%
$0
$451,000 0.18% of portfolio
11,528
Q3 2024 Reduced 61.79%
$70.9B
$453,000 0.18% of portfolio
2,786
Q3 2024 Reduced 20.96%
$14.4B
$447,000 0.18% of portfolio
7,530
Q3 2024 Reduced 18.59%
$0
$446,000 0.18% of portfolio
3,479
Q3 2024 Reduced 57.6%
$373B
$438,000 0.18% of portfolio
618
Q3 2024 Added 5.46%
$95.6B
$417,000 0.17% of portfolio
3,305
Q3 2024 Reduced 20.4%
$0
$425,000 0.17% of portfolio
5,794
Q3 2024 Reduced 62.24%
$0
$395,000 0.16% of portfolio
5,824
Q3 2024 Reduced 5.53%
$220B
$401,000 0.16% of portfolio
1,136
Q3 2024 Reduced 15.1%
$362B
$403,000 0.16% of portfolio
10,175
Q3 2024 New
$34.3B
$407,000 0.16% of portfolio
11,365
Q3 2024 Reduced 16.06%
$6.73B
$410,000 0.16% of portfolio
8,473
Q3 2024 Reduced 16.42%
$0
$391,000 0.16% of portfolio
3,597
Q3 2024 Reduced 12.61%
$0
$405,000 0.16% of portfolio
8,640
Q3 2024 Reduced 41.21%
$19B
$390,000 0.16% of portfolio
4,541
Q3 2024 Reduced 16.53%
$0
$407,000 0.16% of portfolio
1,847
Q3 2024 Added 4.0%

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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