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

About My Legacy Advisors, LLC

Investment Activity

My Legacy Advisors, LLC has $257.63 million in total holdings as of December 31, 2024.
My Legacy Advisors, LLC owns shares of 197 different stocks, but just 86 companies or ETFs make up 80% of its holdings.
Approximately 5.67% of the portfolio was purchased this quarter.
About 2.53% of the portfolio was sold this quarter.
This quarter, My Legacy Advisors, LLC has purchased 195 new stocks and bought additional shares in 97 stocks.
My Legacy Advisors, LLC sold shares of 89 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core Total USD Bond Market ETF: $11,135,370
iShares Core S&P 500 ETF: $9,872,402
Apple: $8,756,504
Microsoft: $8,167,655
SPDR Portfolio S&P 500 ETF: $7,749,703

Largest New Holdings this Quarter

Invesco S&P 500 Momentum ETF: $862,785 Holding
Vanguard Small-Cap ETF: $564,672 Holding
SPDR Gold MiniShares Trust: $376,842 Holding
Schwab U.S. Large-Cap Value ETF: $365,992 Holding
Dutch Bros: $262,119 Holding

Largest Purchases this Quarter

Schwab U.S. Aggregate Bond ETF: 76,446 shares (about $1.73M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 22,106 shares (about $1.14M)
Invesco S&P 500 Momentum ETF: 8,870 shares (about $862.79K)
Entergy: 7,731 shares (about $610.67K)
Vanguard Small-Cap ETF: 2,297 shares (about $564.67K)

Largest Sales this Quarter

iShares Core Total USD Bond Market ETF: 15,889 shares (about $716.59K)
NXP Semiconductors: 1,600 shares (about $341.70K)
Vanguard Value ETF: 1,368 shares (about $235.93K)
iShares S&P 500 Growth ETF: 2,145 shares (about $220.74K)
Phillips Edison & Company, Inc.: 5,776 shares (about $204.82K)

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	$11,135,370	$716,594 ▼	-6.0%	246,904	4.3%	Manufacturing
IVV iShares Core S&P 500 ETF	$9,872,402	$409,787 ▲	4.3%	16,575	3.8%	ETF
AAPL Apple	$8,756,504	$333,495 ▲	4.0%	36,812	3.4%	Computer and Technology
MSFT Microsoft	$8,167,655	$160,292 ▲	2.0%	19,159	3.2%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$7,749,703	$81,502 ▼	-1.0%	111,155	3.0%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$6,998,304	$109,434 ▲	1.6%	88,251	2.7%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$6,739,802	$282,313 ▲	4.4%	156,849	2.6%	ETF
IVW iShares S&P 500 Growth ETF	$5,155,284	$220,742 ▼	-4.1%	50,095	2.0%	ETF
NVDA NVIDIA	$4,853,037	$304,090 ▲	6.7%	35,621	1.9%	Computer and Technology
AMZN Amazon.com	$4,778,127	$290,132 ▲	6.5%	21,393	1.9%	Retail/Wholesale
QUAL iShares MSCI USA Quality Factor ETF	$4,487,380	$42,887 ▲	1.0%	25,007	1.7%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,468,652	$77,131 ▼	-1.7%	86,151	1.7%	ETF
MUB iShares National Muni Bond ETF	$4,104,567	$111,226 ▲	2.8%	38,748	1.6%	ETF
GOOGL Alphabet	$4,003,886	$414,762 ▲	11.6%	20,475	1.6%	Computer and Technology
EFG iShares MSCI EAFE Growth ETF	$3,878,113	$475,016 ▲	14.0%	39,882	1.5%	ETF
EFV iShares MSCI EAFE Value ETF	$3,625,098	$250,758 ▲	7.4%	68,553	1.4%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$3,331,066	$1,733,033 ▲	108.4%	146,937	1.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$3,176,154	$306,507 ▲	10.7%	63,791	1.2%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,905,283	$204,185 ▲	7.6%	32,356	1.1%	ETF
MBB iShares MBS ETF	$2,749,585	$130,532 ▲	5.0%	30,080	1.1%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$2,694,715	$118,326 ▲	4.6%	64,313	1.0%	ETF
VOT Vanguard Mid-Cap Growth ETF	$2,647,518	$211,184 ▲	8.7%	10,117	1.0%	ETF
UNH UnitedHealth Group	$2,614,937	$42,387 ▲	1.6%	4,812	1.0%	Medical
BRK.B Berkshire Hathaway	$2,524,556	$16,048 ▼	-0.6%	5,506	1.0%	Finance
JPM JPMorgan Chase & Co.	$2,510,304	$70,404 ▲	2.9%	9,948	1.0%	Finance
COST Costco Wholesale	$2,394,636	$43,405 ▼	-1.8%	2,593	0.9%	Retail/Wholesale
IYW iShares U.S. Technology ETF	$2,340,802	$71,914 ▼	-3.0%	14,615	0.9%	Manufacturing
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,308,442	$1,144,205 ▲	98.3%	44,599	0.9%	Manufacturing
EMXC iShares MSCI Emerging Markets ex China ETF	$2,273,305	$54,293 ▲	2.4%	40,573	0.9%	Manufacturing
MA Mastercard	$2,218,943	$45,967 ▼	-2.0%	4,248	0.9%	Business Services
OEF iShares S&P 100 ETF	$2,216,810	$70,994 ▼	-3.1%	7,619	0.9%	ETF
IVE iShares S&P 500 Value ETF	$2,195,853	$29,291 ▲	1.4%	11,395	0.9%	ETF
V Visa	$2,188,974	$72,428 ▼	-3.2%	6,921	0.8%	Business Services
HD Home Depot	$2,169,333	$17,462 ▼	-0.8%	5,342	0.8%	Retail/Wholesale
TT Trane Technologies	$1,977,872	$21,591 ▲	1.1%	5,130	0.8%	Construction
CTAS Cintas	$1,936,060	$48,534 ▼	-2.4%	9,893	0.8%	Business Services
PECO Phillips Edison & Company, Inc.	$1,691,006	$204,816 ▼	-10.8%	47,688	0.7%	Finance
TMUS T-Mobile US	$1,687,682	$11,781 ▲	0.7%	7,879	0.7%	Computer and Technology
TSLA Tesla	$1,661,065	$93,352 ▲	6.0%	3,879	0.6%	Auto/Tires/Trucks
BINC iShares Flexible Income Active ETF	$1,654,549	$64,681 ▲	4.1%	31,745	0.6%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$1,625,195	$47,258 ▼	-2.8%	12,449	0.6%	Manufacturing
WMT Walmart	$1,506,836	$8,586 ▼	-0.6%	16,497	0.6%	Retail/Wholesale
TJX TJX Companies	$1,465,172	$27,991 ▲	1.9%	12,301	0.6%	Retail/Wholesale
WMB Williams Companies	$1,433,567	$29,354 ▼	-2.0%	24,712	0.6%	Oils/Energy
IWS iShares Russell Mid-Cap Value ETF	$1,421,361	$69,981 ▲	5.2%	10,785	0.6%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$1,401,314	$149,050 ▲	11.9%	16,152	0.5%	ETF
PWR Quanta Services	$1,368,740	$38,542 ▲	2.9%	4,155	0.5%	Construction
VOE Vanguard Mid-Cap Value ETF	$1,348,496	$74,734 ▲	5.9%	8,228	0.5%	ETF
TMO Thermo Fisher Scientific	$1,345,587	$30,882 ▼	-2.2%	2,440	0.5%	Medical
MCD McDonald's	$1,321,183	$2,823 ▲	0.2%	4,680	0.5%	Retail/Wholesale
ASML ASML	$1,279,741	$20,336 ▲	1.6%	1,762	0.5%	Computer and Technology
ETR Entergy	$1,256,415	$610,672 ▲	94.6%	15,906	0.5%	Utilities
META Meta Platforms	$1,252,754	$432,601 ▲	52.7%	2,030	0.5%	Computer and Technology
KO Coca-Cola	$1,249,792	$30,020 ▼	-2.3%	20,233	0.5%	Consumer Staples
COF Capital One Financial	$1,229,695	$201,739 ▲	19.6%	6,449	0.5%	Finance
DIS Walt Disney	$1,215,186	$43,056 ▲	3.7%	11,233	0.5%	Consumer Discretionary
FITB Fifth Third Bancorp	$1,196,932	$32,428 ▼	-2.6%	27,203	0.5%	Finance
IP International Paper	$1,190,679	$28,554 ▼	-2.3%	21,392	0.5%	Basic Materials
MET MetLife	$1,168,042	$25,139 ▼	-2.1%	13,753	0.5%	Finance
ADBE Adobe	$1,120,397	$835 ▲	0.1%	2,685	0.4%	Computer and Technology
HCA HCA Healthcare	$1,115,363	$58,800 ▼	-5.0%	3,642	0.4%	Medical
CINF Cincinnati Financial	$1,097,152	$33,898 ▼	-3.0%	7,768	0.4%	Finance
AEP American Electric Power	$1,083,892	$10,939 ▼	-1.0%	11,395	0.4%	Utilities
CFG Citizens Financial Group	$1,073,895	$10,781 ▲	1.0%	22,810	0.4%	Finance
VUG Vanguard Growth ETF	$1,051,055	$151,865 ▼	-12.6%	2,540	0.4%	ETF
SUSL iShares ESG MSCI USA Leaders ETF	$1,037,284	$53,606 ▼	-4.9%	9,946	0.4%	Manufacturing
DUK Duke Energy	$1,036,610	$5,748 ▼	-0.6%	9,738	0.4%	Utilities
VTI Vanguard Total Stock Market ETF	$1,028,279	$6,755 ▼	-0.7%	3,501	0.4%	ETF
CVX Chevron	$1,015,958	$59,213 ▼	-5.5%	6,417	0.4%	Oils/Energy
T AT&T	$1,003,456	$25,788 ▼	-2.5%	45,799	0.4%	Computer and Technology
PEP PepsiCo	$1,003,036	$12,596 ▼	-1.2%	6,928	0.4%	Consumer Staples
AVGO Broadcom	$988,608	$179,208 ▲	22.1%	4,336	0.4%	Computer and Technology
VZ Verizon Communications	$979,266	$4,200 ▲	0.4%	25,649	0.4%	Computer and Technology
NEE NextEra Energy	$967,773	$36,932 ▲	4.0%	13,967	0.4%	Utilities
ABBV AbbVie	$917,123	$55,350 ▼	-5.7%	5,352	0.4%	Medical
USB U.S. Bancorp	$915,946	$4,683 ▲	0.5%	17,995	0.4%	Finance
VRTX Vertex Pharmaceuticals	$912,583	$32,244 ▼	-3.4%	2,151	0.4%	Medical
CRM Salesforce	$899,890	$19,270 ▲	2.2%	2,802	0.3%	Computer and Technology
IBM International Business Machines	$893,982	$13,862 ▼	-1.5%	4,063	0.3%	Computer and Technology
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$888,457	$19,237 ▼	-2.1%	20,783	0.3%	Finance
PH Parker-Hannifin	$882,750	$98,448 ▲	12.6%	1,345	0.3%	Industrial Products
FTSL First Trust Senior Loan ETF	$881,558	$53,047 ▼	-5.7%	18,995	0.3%	Manufacturing
EOG EOG Resources	$881,022	$47,149 ▲	5.7%	6,428	0.3%	Oils/Energy
SPMO Invesco S&P 500 Momentum ETF	$862,785	$862,785 ▲	New Holding	8,870	0.3%	ETF
XOM Exxon Mobil	$825,262	$77,274 ▲	10.3%	7,401	0.3%	Oils/Energy
AMGN Amgen	$824,301	$39,534 ▲	5.0%	3,065	0.3%	Medical
MO Altria Group	$824,092	$20,722 ▲	2.6%	16,146	0.3%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$783,688	$10,402 ▼	-1.3%	15,068	0.3%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$782,480	$61,672 ▲	8.6%	15,238	0.3%	Manufacturing
NI NiSource	$782,123	$32,112 ▲	4.3%	21,190	0.3%	Utilities
LMT Lockheed Martin	$782,096	$79,371 ▼	-9.2%	1,616	0.3%	Aerospace
HIG The Hartford Financial Services Group	$769,155	$99,773 ▼	-11.5%	6,915	0.3%	Finance
C Citigroup	$760,315	$18,863 ▲	2.5%	9,714	0.3%	Finance
SPGI S&P Global	$759,179	$12,910 ▲	1.7%	1,529	0.3%	Business Services
PG Procter & Gamble	$750,965	$78,864 ▼	-9.5%	4,704	0.3%	Consumer Staples
DTD WisdomTree Total U.S. Dividend Fund	$749,938	$54,902 ▼	-6.8%	9,753	0.3%	Finance
PEG Public Service Enterprise Group	$724,927	$33,990 ▲	4.9%	8,403	0.3%	Utilities
PM Philip Morris International	$719,711	$7,466 ▼	-1.0%	6,073	0.3%	Consumer Staples
VTV Vanguard Value ETF	$716,064	$235,929 ▼	-24.8%	4,152	0.3%	ETF
LINDE PLC	$709,163	$26,107 ▲	3.8%	1,657	0.3%	SHS

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

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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