Family Legacy, Inc. Top Holdings and 13F Report (2025) About Family Legacy, Inc.Investment ActivityFamily Legacy, Inc. has $291.43 million in total holdings as of March 31, 2025.Family Legacy, Inc. owns shares of 120 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 2.78% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Family Legacy, Inc. has purchased 121 new stocks and bought additional shares in 45 stocks.Family Legacy, Inc. sold shares of 57 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $8,920,440Microsoft $7,670,293Arthur J. Gallagher & Co. $7,218,620JPMorgan Chase & Co. $7,145,164Duke Energy $6,053,720 Largest New Holdings this Quarter G29183103 - Eaton $981,850 Holding858119100 - Steel Dynamics $227,521 Holding209115104 - Consolidated Edison $207,356 Holding Largest Purchases this Quarter Dimensional International Value ETF 87,571 shares (about $3.45M)Eaton 3,612 shares (about $981.85K)iShares Semiconductor ETF 5,104 shares (about $960.44K)GE VERNOVA INC 2,320 shares (about $708.25K)NVIDIA 2,963 shares (about $321.13K) Largest Sales this Quarter SPDR Portfolio Developed World ex-US ETF 101,252 shares (about $3.69M)Vanguard Real Estate ETF 6,809 shares (about $616.49K)Arthur J. Gallagher & Co. 1,736 shares (about $599.34K)JPMorgan Chase & Co. 2,297 shares (about $563.46K)Eli Lilly and Company 670 shares (about $553.35K) 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$8,920,440$211,688 ▼-2.3%40,1593.1%Computer and TechnologyMSFTMicrosoft$7,670,293$67,194 ▼-0.9%20,4332.6%Computer and TechnologyAJGArthur J. Gallagher & Co.$7,218,620$599,336 ▼-7.7%20,9092.5%FinanceJPMJPMorgan Chase & Co.$7,145,164$563,459 ▼-7.3%29,1282.5%FinanceDUKDuke Energy$6,053,720$17,198 ▼-0.3%49,6332.1%UtilitiesVVisa$5,996,506$83,411 ▼-1.4%17,1102.1%Business ServicesLLYEli Lilly and Company$5,983,624$553,351 ▼-8.5%7,2452.1%MedicalDFIVDimensional International Value ETF$5,925,649$3,446,795 ▲139.0%150,5502.0%ETFKOCoca-Cola$5,841,000$7,592 ▼-0.1%81,5552.0%Consumer StaplesWMTWalmart$5,633,139$261,088 ▼-4.4%64,1661.9%Retail/WholesaleHDHome Depot$5,567,802$58,273 ▲1.1%15,1921.9%Retail/WholesaleCOSTCostco Wholesale$5,522,113$230,758 ▼-4.0%5,8391.9%Retail/WholesaleCATCaterpillar$5,497,585$1,319 ▲0.0%16,6691.9%IndustrialsVMCVulcan Materials$5,432,353$7,932 ▲0.1%23,2851.9%ConstructionLOWLowe's Companies$5,413,049$19,358 ▲0.4%23,2091.9%Retail/WholesaleJNJJohnson & Johnson$5,351,033$2,488 ▼0.0%32,2661.8%MedicalFPEFirst Trust Preferred Securities and Income ETF$5,169,902$31,134 ▲0.6%293,9111.8%ETFAMZNAmazon.com$5,105,311$74,012 ▼-1.4%26,8331.8%Retail/WholesaleGOOGLAlphabet$4,933,252$58,298 ▼-1.2%31,9021.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$4,847,996$57,934 ▼-1.2%29,2051.7%Computer and TechnologyPGProcter & Gamble$4,712,693$12,782 ▲0.3%27,6531.6%Consumer StaplesVOVanguard Mid-Cap ETF$4,533,174$285,263 ▼-5.9%17,5281.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$4,401,028$108,860 ▲2.5%152,4961.5%ManufacturingORCLOracle$4,385,501$53,686 ▼-1.2%31,3681.5%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,287,586$110,260 ▲2.6%55,9961.5%ETFUNHUnitedHealth Group$4,178,324$16,759 ▲0.4%7,9781.4%MedicalAMGNAmgen$4,035,898$2,804 ▼-0.1%12,9541.4%MedicalSPYSPDR S&P 500 ETF Trust$4,023,146$366,961 ▼-8.4%7,1921.4%FinanceQQQInvesco QQQ$3,934,706$477,829 ▼-10.8%8,3911.4%FinanceAMATApplied Materials$3,905,055$8,852 ▼-0.2%26,9091.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$3,867,000$412,876 ▼-9.6%62,5931.3%ETFDEDeere & Company$3,843,665$57,263 ▼-1.5%8,1891.3%IndustrialsLMTLockheed Martin$3,813,785$41,100 ▲1.1%8,5371.3%AerospaceWMWaste Management$3,390,121$5,325 ▲0.2%14,6441.2%Business ServicesSOXXiShares Semiconductor ETF$3,340,847$960,442 ▲40.3%17,7541.1%ETFSOSouthern$3,288,158$53,148 ▼-1.6%35,7601.1%UtilitiesTDGTransDigm Group$3,261,067$143,891 ▲4.6%2,3571.1%AerospaceMRKMerck & Co., Inc.$3,150,221$24,145 ▲0.8%35,0961.1%MedicalNOCNorthrop Grumman$3,111,060$4,608 ▲0.1%6,0761.1%AerospaceSBUXStarbucks$3,048,701$20,697 ▲0.7%31,0811.0%Retail/WholesaleELVElevance Health$3,026,048$54,806 ▲1.8%6,9571.0%MedicalGEGE Aerospace$2,782,806$21,215 ▼-0.8%13,9041.0%IndustrialsVNQVanguard Real Estate ETF$2,722,748$616,493 ▼-18.5%30,0720.9%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$2,690,266$260,076 ▼-8.8%37,6630.9%ETFBRK.BBerkshire Hathaway$2,595,262$19,173 ▼-0.7%4,8730.9%FinanceBACBank of America$2,482,595$10,599 ▲0.4%59,4920.9%FinanceGDGeneral Dynamics$2,474,491$1,908 ▼-0.1%9,0780.8%AerospaceGE VERNOVA INC$2,474,297$708,250 ▲40.1%8,1050.8%COMPEPPepsiCo$2,337,789$9,746 ▲0.4%15,5910.8%Consumer StaplesBABoeing$2,250,871$35,815 ▲1.6%13,1980.8%AerospaceABBVAbbVie$2,211,031$18,228 ▼-0.8%10,5530.8%MedicalBSVVanguard Short-Term Bond ETF$2,168,069$51,039 ▲2.4%27,6960.7%ETFXLBMaterials Select Sector SPDR Fund$2,143,783$55,800 ▲2.7%24,9340.7%ETFCIThe Cigna Group$2,137,648$10,200 ▲0.5%6,4970.7%MedicalPLDPrologis$2,095,754$10,508 ▲0.5%18,7470.7%FinanceCBChubb$2,083,518$9,362 ▼-0.4%6,8990.7%FinanceUNPUnion Pacific$2,061,872$1,890 ▼-0.1%8,7280.7%TransportationCSCOCisco Systems$2,028,730$5,986 ▼-0.3%32,8750.7%Computer and TechnologyCSXCSX$1,994,722$6,769 ▼-0.3%67,7790.7%TransportationVBRVanguard Small-Cap Value ETF$1,855,567$52,532 ▼-2.8%9,9610.6%ETFITAiShares U.S. Aerospace & Defense ETF$1,791,068$130,438 ▼-6.8%11,6990.6%ETFMCDMcDonald's$1,659,452$3,436 ▲0.2%5,3120.6%Retail/WholesaleBRK.ABerkshire Hathaway$1,596,8830.0%20.5%FinanceDRIDarden Restaurants$1,579,259$33,035 ▲2.1%7,6010.5%Retail/WholesaleINTUIntuit$1,554,665$44,208 ▲2.9%2,5320.5%Computer and TechnologyRIORio Tinto Group$1,504,584$55,634 ▼-3.6%25,0430.5%Basic MaterialsIPACiShares Core MSCI Pacific ETF$1,483,802$49,356 ▼-3.2%23,8400.5%ETFNSCNorfolk Southern$1,442,4420.0%6,0900.5%TransportationTDToronto-Dominion Bank$1,422,141$47,353 ▼-3.2%23,7260.5%FinanceCOFCapital One Financial$1,421,126$9,682 ▼-0.7%7,9260.5%FinanceDISWalt Disney$1,404,734$12,140 ▲0.9%14,2320.5%Consumer DiscretionaryTMOThermo Fisher Scientific$1,338,621$12,938 ▲1.0%2,6900.5%MedicalCVXChevron$1,331,528$12,045 ▲0.9%7,9590.5%EnergyNVONovo Nordisk A/S$1,317,201$28,609 ▲2.2%18,9690.5%MedicalNVDANVIDIA$1,310,206$321,130 ▲32.5%12,0890.4%Computer and TechnologyGEHCGE HealthCare Technologies$1,295,972$37,450 ▲3.0%16,0570.4%MedicalMAMastercard$1,279,9470.0%2,3350.4%Business ServicesDHRDanaher$1,228,654$10,661 ▲0.9%5,9930.4%MedicalABTAbbott Laboratories$1,156,752$10,612 ▼-0.9%8,7200.4%MedicalBABInvesco Taxable Municipal Bond ETF$1,140,796$6,377 ▼-0.6%42,7580.4%ETFUCBIUnited Community Banks$1,120,814$28 ▲0.0%39,8440.4%FinanceETNEaton$981,850$981,850 ▲New Holding3,6120.3%IndustrialsPSAPublic Storage$958,327$18,556 ▲2.0%3,2020.3%FinanceTSCOTractor Supply$945,336$15,483 ▲1.7%17,1570.3%Retail/WholesaleGLPIGaming and Leisure Properties$942,986$45,200 ▲5.0%18,5260.3%FinanceWFCWells Fargo & Company$921,568$2,656 ▲0.3%12,8370.3%FinanceMDLZMondelez International$782,091$10,177 ▼-1.3%11,5270.3%Consumer StaplesFSLRFirst Solar$740,627$6,574 ▲0.9%5,8580.3%EnergyNHINational Health Investors$689,852$3,693 ▼-0.5%9,3400.2%FinanceCAGConagra Brands$671,077$11,335 ▼-1.7%25,1620.2%Consumer StaplesFITBFifth Third Bancorp$663,080$81,185 ▲14.0%16,9150.2%FinanceAEPAmerican Electric Power$638,033$4,917 ▼-0.8%5,8390.2%UtilitiesCVSCVS Health$635,123$3,726 ▼-0.6%9,3750.2%MedicalORealty Income$579,2600.0%9,9860.2%FinanceFDXFedEx$553,910$32,913 ▲6.3%2,2720.2%TransportationAWKAmerican Water Works$552,757$3,983 ▼-0.7%3,7470.2%UtilitiesGMGeneral Motors$550,721$17,636 ▼-3.1%11,7100.2%Auto/Tires/TrucksSPDWSPDR Portfolio Developed World ex-US ETF$505,486$3,686,629 ▼-87.9%13,8830.2%ETFCCitigroup$497,3980.0%7,0070.2%FinanceSCHWCharles Schwab$493,1640.0%6,3000.2%FinanceShowing largest 100 holdings. 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