Family Legacy, Inc. Top Holdings and 13F Report (2025) About Family Legacy, Inc.Investment ActivityFamily 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 $9,977,977Microsoft $8,750,959JPMorgan Chase & Co. $7,640,425Arthur J. Gallagher & Co. $6,465,145Alphabet $6,260,605 Largest New Holdings this Quarter Rollins $333,720 HoldingSouthwest Airlines $207,144 HoldingRoblox $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 TimeMap of 500 Largest Holdings ofFamily Legacy, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$9,977,977$46,599 ▼-0.5%41,1123.4%Computer and TechnologyMSFTMicrosoft$8,750,959$80,241 ▲0.9%20,6123.0%Computer and TechnologyJPMJPMorgan Chase & Co.$7,640,425$160,467 ▼-2.1%31,4252.6%FinanceAJGArthur J. Gallagher & Co.$6,465,145$9,707 ▼-0.1%22,6452.2%FinanceGOOGLAlphabet$6,260,605$15,904 ▲0.3%32,2792.1%Computer and TechnologyLLYEli Lilly and Company$6,230,691$170,822 ▲2.8%7,9152.1%MedicalWMTWalmart$6,163,458$20,471 ▼-0.3%67,1402.1%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$6,121,163$22,369 ▲0.4%29,5542.1%Computer and TechnologyAMZNAmazon.com$6,046,898$16,216 ▲0.3%27,2222.0%Retail/WholesaleCATCaterpillar$6,017,390$177,290 ▼-2.9%16,6652.0%IndustrialsVMCVulcan Materials$5,935,474$16,593 ▲0.3%23,2512.0%ConstructionHDHome Depot$5,820,800$49,175 ▲0.9%15,0332.0%Retail/WholesaleLOWLowe's Companies$5,709,567$19,998 ▲0.4%23,1261.9%Retail/WholesaleCOSTCostco Wholesale$5,640,896$3,709 ▲0.1%6,0831.9%Retail/WholesaleVVisa$5,423,105$42,202 ▲0.8%17,3481.8%Business ServicesDUKDuke Energy$5,387,025$29,438 ▲0.5%49,7741.8%UtilitiesORCLOracle$5,179,950$40,784 ▼-0.8%31,7521.8%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$5,165,058$194,887 ▲3.9%292,1411.7%ETFKOCoca-Cola$5,039,318$7,590 ▲0.2%81,6611.7%Consumer StaplesVOVanguard Mid-Cap ETF$4,963,026$7,192 ▼-0.1%18,6311.7%ETFQQQInvesco QQQ$4,848,689$74,199 ▼-1.5%9,4101.6%FinanceAMATApplied Materials$4,773,446$55,398 ▲1.2%26,9701.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,626,189$59,537 ▼-1.3%7,8481.6%FinanceJNJJohnson & Johnson$4,592,629$75,546 ▲1.7%32,2811.6%MedicalPGProcter & Gamble$4,470,460$77,647 ▲1.8%27,5781.5%Consumer StaplesANGLVanEck Fallen Angel High Yield Bond ETF$4,266,903$225,561 ▲5.6%148,7241.4%ManufacturingDGROiShares Core Dividend Growth ETF$4,251,468$25,960 ▼-0.6%69,2761.4%ETFUNHUnitedHealth Group$4,167,682$63,465 ▲1.5%7,9461.4%MedicalBIVVanguard Intermediate-Term Bond ETF$4,060,039$151,891 ▲3.9%54,5561.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,968,709$25,646 ▲0.7%115,1351.3%ETFLMTLockheed Martin$3,959,642$60,016 ▲1.5%8,4451.3%AerospaceMRKMerck & Co., Inc.$3,477,481$39,441 ▲1.1%34,8271.2%MedicalAMGNAmgen$3,425,022$35,405 ▲1.0%12,9631.2%MedicalDEDeere & Company$3,407,648$69,293 ▲2.1%8,3111.2%IndustrialsVNQVanguard Real Estate ETF$3,234,130$27,623 ▲0.9%36,8811.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$3,162,645$42,343 ▼-1.3%41,3041.1%ETFWMWaste Management$3,020,460$69,825 ▲2.4%14,6211.0%Business ServicesSOSouthern$3,016,805$4,151 ▼-0.1%36,3381.0%UtilitiesTDGTransDigm Group$2,889,672$126,976 ▲4.6%2,2531.0%AerospaceSBUXStarbucks$2,858,601$29,262 ▲1.0%30,8701.0%Retail/WholesaleSOXXiShares Semiconductor ETF$2,827,860$87,854 ▲3.2%12,6501.0%ETFNOCNorthrop Grumman$2,804,291$55,466 ▲2.0%6,0671.0%AerospaceBACBank of America$2,737,378$18,530 ▲0.7%59,2380.9%FinanceELVElevance Health$2,617,940$88,913 ▲3.5%6,8310.9%MedicalGEGeneral Electric$2,422,112$86,442 ▲3.7%14,0100.8%TransportationGDGeneral Dynamics$2,375,464$22,748 ▲1.0%9,0850.8%AerospacePEPPepsiCo$2,275,225$27,843 ▲1.2%15,5260.8%Consumer StaplesDFIVDimensional International Value ETF$2,255,284$261,378 ▲13.1%62,9790.8%ETFBABoeing$2,230,771$89,829 ▲4.2%12,9880.8%AerospaceBRK.BBerkshire Hathaway$2,218,083$65,065 ▲3.0%4,9090.8%FinanceCSXCSX$2,189,874$12,075 ▲0.6%68,0090.7%TransportationGE VERNOVA INC$2,120,087$218,789 ▲11.5%5,7850.7%COMBSVVanguard Short-Term Bond ETF$2,088,346$9,035 ▼-0.4%27,0440.7%ETFXLBMaterials Select Sector SPDR Fund$2,043,844$38,461 ▲1.9%24,2850.7%ETFVBRVanguard Small-Cap Value ETF$2,032,754$5,755 ▼-0.3%10,2430.7%ETFUNPUnion Pacific$2,025,150$20,632 ▲1.0%8,7360.7%TransportationPLDPrologis$1,967,917$105,607 ▲5.7%18,6530.7%FinanceCSCOCisco Systems$1,951,945$6,453 ▲0.3%32,9720.7%Computer and TechnologyABBVAbbVie$1,899,212$892 ▲0.0%10,6400.6%MedicalCBChubb$1,847,963$4,533 ▲0.2%6,9300.6%FinanceITAiShares U.S. Aerospace & Defense ETF$1,832,399$876 ▲0.0%12,5510.6%ETFCIThe Cigna Group$1,806,176$16,201 ▲0.9%6,4660.6%MedicalNVONovo Nordisk A/S$1,589,214$75,705 ▲5.0%18,5570.5%MedicalDISWalt Disney$1,548,587$68,929 ▲4.7%14,1090.5%Consumer DiscretionaryINTUIntuit$1,540,101$50,085 ▲3.4%2,4600.5%Computer and TechnologyRIORio Tinto Group$1,522,567$4,866 ▼-0.3%25,9690.5%Basic MaterialsMCDMcDonald's$1,520,962$16,928 ▲1.1%5,3010.5%Retail/WholesaleIPACiShares Core MSCI Pacific ETF$1,504,091$6,533 ▲0.4%24,6330.5%ETFTMOThermo Fisher Scientific$1,451,767$80,109 ▲5.8%2,6640.5%MedicalNSCNorfolk Southern$1,442,807$5,923 ▲0.4%6,0900.5%TransportationCOFCapital One Financial$1,437,511$10,808 ▲0.8%7,9800.5%FinanceDHRDanaher$1,414,582$35,954 ▲2.6%5,9410.5%MedicalDRIDarden Restaurants$1,367,352$65,409 ▲5.0%7,4420.5%Retail/WholesaleBRK.ABerkshire Hathaway$1,355,8500.0%20.5%FinanceGEHCGE HealthCare Technologies$1,345,063$107,222 ▲8.7%15,5930.5%MedicalTDToronto-Dominion Bank$1,328,255$77,476 ▼-5.5%24,5160.4%FinanceNVDANVIDIA$1,278,644$178,080 ▲16.2%9,1260.4%Computer and TechnologyUCBIUnited Community Banks$1,239,916$53,807 ▲4.5%39,8430.4%FinanceMAMastercard$1,205,876$24,789 ▲2.1%2,3350.4%Business ServicesCVXChevron$1,185,477$12,626 ▲1.1%7,8870.4%EnergyBABInvesco Taxable Municipal Bond ETF$1,120,501$120,501 ▲12.1%42,9970.4%ETFFSLRFirst Solar$1,109,701$73,585 ▲7.1%5,8060.4%EnergyABTAbbott Laboratories$1,005,438$19,423 ▲2.0%8,8000.3%MedicalPSAPublic Storage$927,744$17,728 ▲1.9%3,1400.3%FinanceTSCOTractor Supply$917,905$759,300 ▲478.7%16,8760.3%Retail/WholesaleWFCWells Fargo & Company$916,0960.0%12,8000.3%FinanceGLPIGaming and Leisure Properties$821,560$95,440 ▲13.1%17,6380.3%FinanceLWLamb Weston$752,315$365 ▼0.0%12,3550.3%Consumer StaplesMDLZMondelez International$680,638$5,188 ▲0.8%11,6770.2%Consumer StaplesCAGConagra Brands$680,6210.0%25,5870.2%Consumer StaplesNHINational Health Investors$635,797$813 ▼-0.1%9,3900.2%FinanceFITBFifth Third Bancorp$629,681$59,218 ▲10.4%14,8440.2%FinanceGMGeneral Motors$616,335$29,325 ▼-4.5%12,0850.2%Auto/Tires/TrucksFDXFedEx$587,508$88,250 ▲17.7%2,1370.2%TransportationAEPAmerican Electric Power$542,862$11,440 ▼-2.1%5,8840.2%UtilitiesORealty Income$524,340$19,953 ▲4.0%9,9860.2%FinanceRHIRobert Half$519,918$10,113 ▼-1.9%7,7120.2%Business ServicesCCitigroup$513,303$16,629 ▲3.3%7,0070.2%FinanceEAElectronic Arts$487,252$1,875 ▼-0.4%3,3790.2%Consumer DiscretionaryUPSUnited Parcel Service$467,612$20,281 ▲4.5%3,6890.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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