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Family Legacy, Inc. Top Holdings and 13F Report (2025)

About Family Legacy, Inc.

Investment Activity

  • Family Legacy, Inc. has $295.18 million in total holdings as of December 31, 2024.
  • Family Legacy, Inc. owns shares of 121 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
  • Approximately 2.07% of the portfolio was purchased this quarter.
  • About 0.76% of the portfolio was sold this quarter.
  • This quarter, Family Legacy, Inc. has purchased 122 new stocks and bought additional shares in 82 stocks.
  • Family Legacy, Inc. sold shares of 28 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$9,977,977
Microsoft
$8,750,959
Alphabet
$6,260,605

Largest New Holdings this Quarter

Rollins
$333,720 Holding
Southwest Airlines
$207,144 Holding
Roblox
$205,261 Holding

Largest Purchases this Quarter

Tractor Supply
13,960 shares (about $759.30K)
Rollins
7,200 shares (about $333.72K)
Dimensional International Value ETF
7,299 shares (about $261.38K)
VanEck Fallen Angel High Yield Bond ETF
7,862 shares (about $225.56K)
GE VERNOVA INC
597 shares (about $218.79K)

Largest Sales this Quarter

Caterpillar
491 shares (about $177.29K)
JPMorgan Chase & Co.
660 shares (about $160.47K)
W. P. Carey
1,491 shares (about $81.68K)
Toronto-Dominion Bank
1,430 shares (about $77.48K)
Dollar General
1,069 shares (about $76.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Legacy, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$9,977,977$46,599 -0.5%41,1123.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$8,750,959$80,241 0.9%20,6123.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,640,425$160,467 -2.1%31,4252.6%Finance
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$6,465,145$9,707 -0.1%22,6452.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,260,605$15,904 0.3%32,2792.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,230,691$170,822 2.8%7,9152.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$6,163,458$20,471 -0.3%67,1402.1%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,121,163$22,369 0.4%29,5542.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,046,898$16,216 0.3%27,2222.0%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$6,017,390$177,290 -2.9%16,6652.0%Industrial Products
Vulcan Materials stock logo
VMC
Vulcan Materials
$5,935,474$16,593 0.3%23,2512.0%Construction
The Home Depot, Inc. stock logo
HD
Home Depot
$5,820,800$49,175 0.9%15,0332.0%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,709,567$19,998 0.4%23,1261.9%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,640,896$3,709 0.1%6,0831.9%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$5,423,105$42,202 0.8%17,3481.8%Business Services
Duke Energy Co. stock logo
DUK
Duke Energy
$5,387,025$29,438 0.5%49,7741.8%Utilities
Oracle Co. stock logo
ORCL
Oracle
$5,179,950$40,784 -0.8%31,7521.8%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$5,165,058$194,887 3.9%292,1411.7%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$5,039,318$7,590 0.2%81,6611.7%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,963,026$7,192 -0.1%18,6311.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,848,689$74,199 -1.5%9,4101.6%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,773,446$55,398 1.2%26,9701.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,626,189$59,537 -1.3%7,8481.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,592,629$75,546 1.7%32,2811.6%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,470,460$77,647 1.8%27,5781.5%Consumer Staples
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$4,266,903$225,561 5.6%148,7241.4%Manufacturing
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$4,251,468$25,960 -0.6%69,2761.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,167,682$63,465 1.5%7,9461.4%Medical
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$4,060,039$151,891 3.9%54,5561.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,968,709$25,646 0.7%115,1351.3%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,959,642$60,016 1.5%8,4451.3%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,477,481$39,441 1.1%34,8271.2%Medical
Amgen Inc. stock logo
AMGN
Amgen
$3,425,022$35,405 1.0%12,9631.2%Medical
Deere & Company stock logo
DE
Deere & Company
$3,407,648$69,293 2.1%8,3111.2%Industrial Products
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,234,130$27,623 0.9%36,8811.1%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$3,162,645$42,343 -1.3%41,3041.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$3,020,460$69,825 2.4%14,6211.0%Business Services
The Southern Company stock logo
SO
Southern
$3,016,805$4,151 -0.1%36,3381.0%Utilities
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$2,889,672$126,976 4.6%2,2531.0%Aerospace
Starbucks Co. stock logo
SBUX
Starbucks
$2,858,601$29,262 1.0%30,8701.0%Retail/Wholesale
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$2,827,860$87,854 3.2%12,6501.0%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$2,804,291$55,466 2.0%6,0671.0%Aerospace
Bank of America Co. stock logo
BAC
Bank of America
$2,737,378$18,530 0.7%59,2380.9%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$2,617,940$88,913 3.5%6,8310.9%Medical
General Electric stock logo
GE
General Electric
$2,422,112$86,442 3.7%14,0100.8%Transportation
General Dynamics Co. stock logo
GD
General Dynamics
$2,375,464$22,748 1.0%9,0850.8%Aerospace
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,275,225$27,843 1.2%15,5260.8%Consumer Staples
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$2,255,284$261,378 13.1%62,9790.8%ETF
The Boeing Company stock logo
BA
Boeing
$2,230,771$89,829 4.2%12,9880.8%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,218,083$65,065 3.0%4,9090.8%Finance
CSX Co. stock logo
CSX
CSX
$2,189,874$12,075 0.6%68,0090.7%Transportation
GE VERNOVA INC
$2,120,087$218,789 11.5%5,7850.7%COM
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$2,088,346$9,035 -0.4%27,0440.7%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$2,043,844$38,461 1.9%24,2850.7%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$2,032,754$5,755 -0.3%10,2430.7%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$2,025,150$20,632 1.0%8,7360.7%Transportation
Prologis, Inc. stock logo
PLD
Prologis
$1,967,917$105,607 5.7%18,6530.7%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,951,945$6,453 0.3%32,9720.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,899,212$892 0.0%10,6400.6%Medical
Chubb Limited stock logo
CB
Chubb
$1,847,963$4,533 0.2%6,9300.6%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,832,399$876 0.0%12,5510.6%ETF
The Cigna Group stock logo
CI
The Cigna Group
$1,806,176$16,201 0.9%6,4660.6%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,589,214$75,705 5.0%18,5570.5%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$1,548,587$68,929 4.7%14,1090.5%Consumer Discretionary
Intuit Inc. stock logo
INTU
Intuit
$1,540,101$50,085 3.4%2,4600.5%Computer and Technology
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$1,522,567$4,866 -0.3%25,9690.5%Basic Materials
McDonald's Co. stock logo
MCD
McDonald's
$1,520,962$16,928 1.1%5,3010.5%Retail/Wholesale
iShares Core MSCI Pacific ETF stock logo
IPAC
iShares Core MSCI Pacific ETF
$1,504,091$6,533 0.4%24,6330.5%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,451,767$80,109 5.8%2,6640.5%Medical
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$1,442,807$5,923 0.4%6,0900.5%Transportation
Capital One Financial Co. stock logo
COF
Capital One Financial
$1,437,511$10,808 0.8%7,9800.5%Finance
Danaher Co. stock logo
DHR
Danaher
$1,414,582$35,954 2.6%5,9410.5%Medical
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$1,367,352$65,409 5.0%7,4420.5%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,355,8500.0%20.5%Finance
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$1,345,063$107,222 8.7%15,5930.5%Medical
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$1,328,255$77,476 -5.5%24,5160.4%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,278,644$178,080 16.2%9,1260.4%Computer and Technology
United Community Banks, Inc. stock logo
UCBI
United Community Banks
$1,239,916$53,807 4.5%39,8430.4%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$1,205,876$24,789 2.1%2,3350.4%Business Services
Chevron Co. stock logo
CVX
Chevron
$1,185,477$12,626 1.1%7,8870.4%Oils/Energy
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$1,120,501$120,501 12.1%42,9970.4%ETF
First Solar, Inc. stock logo
FSLR
First Solar
$1,109,701$73,585 7.1%5,8060.4%Oils/Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,005,438$19,423 2.0%8,8000.3%Medical
Public Storage stock logo
PSA
Public Storage
$927,744$17,728 1.9%3,1400.3%Finance
Tractor Supply stock logo
TSCO
Tractor Supply
$917,905$759,300 478.7%16,8760.3%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$916,0960.0%12,8000.3%Finance
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$821,560$95,440 13.1%17,6380.3%Finance
Lamb Weston Holdings, Inc. stock logo
LW
Lamb Weston
$752,315$365 0.0%12,3550.3%Consumer Staples
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$680,638$5,188 0.8%11,6770.2%Consumer Staples
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$680,6210.0%25,5870.2%Consumer Staples
National Health Investors, Inc. stock logo
NHI
National Health Investors
$635,797$813 -0.1%9,3900.2%Finance
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$629,681$59,218 10.4%14,8440.2%Finance
General Motors stock logo
GM
General Motors
$616,335$29,325 -4.5%12,0850.2%Auto/Tires/Trucks
FedEx Co. stock logo
FDX
FedEx
$587,508$88,250 17.7%2,1370.2%Transportation
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$542,862$11,440 -2.1%5,8840.2%Utilities
Realty Income Co. stock logo
O
Realty Income
$524,340$19,953 4.0%9,9860.2%Finance
Robert Half Inc. stock logo
RHI
Robert Half
$519,918$10,113 -1.9%7,7120.2%Business Services
Citigroup Inc. stock logo
C
Citigroup
$513,303$16,629 3.3%7,0070.2%Finance
Electronic Arts Inc. stock logo
EA
Electronic Arts
$487,252$1,875 -0.4%3,3790.2%Consumer Discretionary
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$467,612$20,281 4.5%3,6890.2%Transportation

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