My Legacy Advisors, LLC Top Holdings and 13F Report (2025)

About My Legacy Advisors, LLC

Investment Activity

My Legacy Advisors, LLC has $259.12 million in total holdings as of March 31, 2025.
My Legacy Advisors, LLC owns shares of 205 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
Approximately 6.25% of the portfolio was purchased this quarter.
About 3.75% of the portfolio was sold this quarter.
This quarter, My Legacy Advisors, LLC has purchased 197 new stocks and bought additional shares in 110 stocks.
My Legacy Advisors, LLC sold shares of 78 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core Total USD Bond Market ETF: $11,770,454
iShares Core S&P 500 ETF: $8,953,037
Apple: $8,495,929
Microsoft: $7,253,324
iShares iBoxx $ High Yield Corporate Bond ETF: $7,155,875

Largest New Holdings this Quarter

09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: $1,277,229 Holding
46137V233 - Invesco S&P 500 Top 50 ETF: $846,078 Holding
464285204 - iShares Gold Trust: $787,588 Holding
46434V803 - iShares Currency Hedged MSCI EAFE ETF: $594,394 Holding
921937827 - Vanguard Short-Term Bond ETF: $532,539 Holding

Largest Purchases this Quarter

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 27,426 shares (about $1.28M)
iShares S&P 500 Value ETF: 5,170 shares (about $985.31K)
Invesco S&P 500 Top 50 ETF: 18,385 shares (about $846.08K)
iShares Gold Trust: 13,358 shares (about $787.59K)
iShares Core MSCI Emerging Markets ETF: 13,835 shares (about $746.68K)

Largest Sales this Quarter

iShares MSCI EAFE Growth ETF: 15,311 shares (about $1.53M)
iShares 20+ Year Treasury Bond ETF: 13,166 shares (about $1.20M)
iShares MSCI EAFE Value ETF: 11,921 shares (about $702.63K)
iShares National Muni Bond ETF: 6,261 shares (about $660.16K)
SPDR Portfolio S&P 500 ETF: 8,353 shares (about $549.29K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IUSB iShares Core Total USD Bond Market ETF	$11,770,454	$393,109 ▲	3.5%	255,435	4.5%	Manufacturing
IVV iShares Core S&P 500 ETF	$8,953,037	$360,167 ▼	-3.9%	15,934	3.5%	ETF
AAPL Apple	$8,495,929	$318,975 ▲	3.9%	38,248	3.3%	Computer and Technology
MSFT Microsoft	$7,253,324	$61,189 ▲	0.9%	19,322	2.8%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$7,155,875	$193,754 ▲	2.8%	90,707	2.8%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$6,998,707	$329,487 ▲	4.9%	164,598	2.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$6,760,258	$549,293 ▼	-7.5%	102,802	2.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$4,832,206	$558,804 ▲	13.1%	28,277	1.9%	ETF
IVW iShares S&P 500 Growth ETF	$4,732,849	$82,526 ▲	1.8%	50,984	1.8%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,220,812	$20,089 ▲	0.5%	86,563	1.6%	ETF
AMZN Amazon.com	$4,148,049	$77,816 ▲	1.9%	21,802	1.6%	Retail/Wholesale
NVDA NVIDIA	$3,957,304	$96,676 ▲	2.5%	36,513	1.5%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,618,142	$452,832 ▲	14.3%	72,917	1.4%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$3,439,052	$35,991 ▲	1.1%	148,491	1.3%	ETF
MUB iShares National Muni Bond ETF	$3,425,408	$660,156 ▼	-16.2%	32,487	1.3%	ETF
EFV iShares MSCI EAFE Value ETF	$3,337,907	$702,627 ▼	-17.4%	56,632	1.3%	ETF
GOOGL Alphabet	$3,233,832	$67,578 ▲	2.1%	20,912	1.2%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$3,204,180	$273,039 ▲	9.3%	35,370	1.2%	ETF
IVE iShares S&P 500 Value ETF	$3,156,994	$985,310 ▲	45.4%	16,565	1.2%	ETF
BRK.B Berkshire Hathaway	$3,003,751	$71,366 ▲	2.4%	5,640	1.2%	Finance
SRLN SPDR Blackstone Senior Loan ETF	$2,821,641	$176,448 ▲	6.7%	68,603	1.1%	ETF
COST Costco Wholesale	$2,744,654	$292,246 ▲	11.9%	2,902	1.1%	Retail/Wholesale
V Visa	$2,506,840	$81,307 ▲	3.4%	7,153	1.0%	Business Services
MBB iShares MBS ETF	$2,504,687	$316,228 ▼	-11.2%	26,708	1.0%	ETF
UNH UnitedHealth Group	$2,464,768	$55,518 ▼	-2.2%	4,706	1.0%	Medical
EFG iShares MSCI EAFE Growth ETF	$2,457,056	$1,531,073 ▼	-38.4%	24,571	0.9%	ETF
JPM JPMorgan Chase & Co.	$2,427,907	$12,265 ▼	-0.5%	9,898	0.9%	Finance
OEF iShares S&P 100 ETF	$2,418,099	$354,535 ▲	17.2%	8,928	0.9%	ETF
MA Mastercard	$2,347,598	$19,184 ▲	0.8%	4,283	0.9%	Business Services
VOT Vanguard Mid-Cap Growth ETF	$2,333,376	$141,647 ▼	-5.7%	9,538	0.9%	ETF
TMUS T-Mobile US	$2,095,540	$5,868 ▼	-0.3%	7,857	0.8%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,074,813	$260,857 ▼	-11.2%	39,618	0.8%	Manufacturing
CTAS Cintas	$2,068,454	$35,146 ▲	1.7%	10,064	0.8%	Business Services
IYW iShares U.S. Technology ETF	$2,033,437	$19,100 ▼	-0.9%	14,479	0.8%	Manufacturing
HD Home Depot	$1,963,653	$5,864 ▲	0.3%	5,358	0.8%	Retail/Wholesale
TT Trane Technologies	$1,915,727	$187,328 ▲	10.8%	5,686	0.7%	Construction
BINC iShares Flexible Income Active ETF	$1,768,715	$105,912 ▲	6.4%	33,767	0.7%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$1,725,639	$509,527 ▼	-22.8%	31,324	0.7%	Manufacturing
PECO Phillips Edison & Company, Inc.	$1,636,689	$103,449 ▼	-5.9%	44,853	0.6%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$1,559,896	$746,675 ▲	91.8%	28,903	0.6%	ETF
WMB Williams Companies	$1,539,828	$63,046 ▲	4.3%	25,767	0.6%	Energy
MCD McDonald's	$1,500,050	$38,110 ▲	2.6%	4,802	0.6%	Retail/Wholesale
TJX TJX Companies	$1,498,627	$365 ▲	0.0%	12,304	0.6%	Retail/Wholesale
WMT Walmart	$1,461,791	$13,520 ▲	0.9%	16,651	0.6%	Retail/Wholesale
KO Coca-Cola	$1,441,281	$7,807 ▼	-0.5%	20,124	0.6%	Consumer Staples
ETR Entergy	$1,406,140	$46,336 ▲	3.4%	16,448	0.5%	Utilities
T AT&T	$1,387,531	$92,334 ▲	7.1%	49,064	0.5%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$1,354,806	$33,874 ▲	2.6%	8,439	0.5%	ETF
IWS iShares Russell Mid-Cap Value ETF	$1,330,879	$27,714 ▼	-2.0%	10,565	0.5%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$1,322,086	$634,120 ▲	92.2%	12,743	0.5%	ETF
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$1,277,229	$1,277,229 ▲	New Holding	27,426	0.5%	ETF
HCA HCA Healthcare	$1,244,671	$13,822 ▼	-1.1%	3,602	0.5%	Medical
COF Capital One Financial	$1,239,501	$83,195 ▲	7.2%	6,913	0.5%	Finance
TMO Thermo Fisher Scientific	$1,237,034	$22,890 ▲	1.9%	2,486	0.5%	Medical
DUK Duke Energy	$1,232,751	$45,007 ▲	3.8%	10,107	0.5%	Utilities
AEP American Electric Power	$1,213,771	$31,360 ▼	-2.5%	11,108	0.5%	Utilities
META Meta Platforms	$1,208,627	$38,616 ▲	3.3%	2,097	0.5%	Computer and Technology
IP International Paper	$1,207,150	$65,887 ▲	5.8%	22,627	0.5%	Basic Materials
ESGU iShares ESG Aware MSCI USA ETF	$1,161,942	$355,739 ▼	-23.4%	9,531	0.4%	Manufacturing
CINF Cincinnati Financial	$1,152,807	$5,318 ▲	0.5%	7,804	0.4%	Finance
VZ Verizon Communications	$1,140,297	$23,133 ▼	-2.0%	25,139	0.4%	Computer and Technology
TSLA Tesla	$1,137,194	$131,912 ▲	13.1%	4,388	0.4%	Auto/Tires/Trucks
ASML ASML	$1,135,085	$32,469 ▼	-2.8%	1,713	0.4%	Computer and Technology
DIS Walt Disney	$1,132,385	$23,688 ▲	2.1%	11,473	0.4%	Consumer Discretionary
ABBV AbbVie	$1,124,409	$3,143 ▲	0.3%	5,367	0.4%	Medical
MET MetLife	$1,110,892	$6,664 ▲	0.6%	13,836	0.4%	Finance
PWR Quanta Services	$1,094,245	$38,127 ▲	3.6%	4,305	0.4%	Construction
ADBE Adobe	$1,074,651	$44,873 ▲	4.4%	2,802	0.4%	Computer and Technology
FITB Fifth Third Bancorp	$1,074,119	$7,762 ▲	0.7%	27,401	0.4%	Finance
VRTX Vertex Pharmaceuticals	$1,066,604	$23,756 ▲	2.3%	2,200	0.4%	Medical
VUG Vanguard Growth ETF	$1,062,864	$120,898 ▲	12.8%	2,866	0.4%	ETF
CVX Chevron	$1,054,548	$18,903 ▼	-1.8%	6,304	0.4%	Energy
MO Altria Group	$1,039,847	$70,764 ▲	7.3%	17,325	0.4%	Consumer Staples
IBM International Business Machines	$1,015,030	$4,725 ▲	0.5%	4,082	0.4%	Computer and Technology
PEP PepsiCo	$1,000,550	$38,235 ▼	-3.7%	6,673	0.4%	Consumer Staples
CFG Citizens Financial Group	$990,982	$56,457 ▲	6.0%	24,188	0.4%	Finance
NEE NextEra Energy	$987,143	$2,977 ▼	-0.3%	13,925	0.4%	Utilities
VTI Vanguard Total Stock Market ETF	$963,864	$1,649 ▲	0.2%	3,507	0.4%	ETF
PM Philip Morris International	$954,126	$9,841 ▼	-1.0%	6,011	0.4%	Consumer Staples
AMGN Amgen	$945,554	$9,346 ▼	-1.0%	3,035	0.4%	Medical
XOM Exxon Mobil	$930,008	$49,830 ▲	5.7%	7,820	0.4%	Energy
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$898,505	$4,082 ▼	-0.5%	20,689	0.3%	Finance
SUSL iShares ESG MSCI USA Leaders ETF	$890,698	$62,280 ▼	-6.5%	9,296	0.3%	Manufacturing
NI NiSource	$875,766	$26,259 ▲	3.1%	21,845	0.3%	Utilities
SPMO Invesco S&P 500 Momentum ETF	$857,568	$36,827 ▲	4.5%	9,268	0.3%	ETF
GLDM SPDR Gold MiniShares Trust	$853,711	$417,201 ▲	95.6%	13,794	0.3%	Finance
FTSL First Trust Senior Loan ETF	$849,547	$17,575 ▼	-2.0%	18,610	0.3%	Manufacturing
XLG Invesco S&P 500 Top 50 ETF	$846,078	$846,078 ▲	New Holding	18,385	0.3%	ETF
HIG The Hartford Financial Services Group	$827,383	$28,210 ▼	-3.3%	6,687	0.3%	Finance
EOG EOG Resources	$821,762	$2,565 ▼	-0.3%	6,408	0.3%	Energy
PG Procter & Gamble	$816,651	$14,997 ▲	1.9%	4,792	0.3%	Consumer Staples
VB Vanguard Small-Cap ETF	$814,488	$305,128 ▲	59.9%	3,673	0.3%	ETF
PH Parker-Hannifin	$805,401	$12,157 ▼	-1.5%	1,325	0.3%	Industrials
SPGI S&P Global	$804,830	$27,945 ▲	3.6%	1,584	0.3%	Business Services
LINDE PLC	$804,626	$33,060 ▲	4.3%	1,728	0.3%	SHS
CRM Salesforce	$788,978	$37,034 ▲	4.9%	2,940	0.3%	Computer and Technology
IAU iShares Gold Trust	$787,588	$787,588 ▲	New Holding	13,358	0.3%	Finance
BUD Anheuser-Busch InBev SA/NV	$779,534	$40,999 ▼	-5.0%	12,663	0.3%	Consumer Staples
VTV Vanguard Value ETF	$752,680	$35,414 ▲	4.9%	4,357	0.3%	ETF
ROP Roper Technologies	$750,535	$11,202 ▲	1.5%	1,273	0.3%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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My Legacy Advisors, LLC Top Holdings and 13F Report (2025)

About My Legacy Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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My Legacy Advisors, LLC Top Holdings and 13F Report (2025)

About My Legacy Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMy Legacy Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools