Family Legacy Financial Solutions

Latest statistics and disclosures from Family Legacy Financial Solutions's latest quarterly 13F-HR filing:

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Positions held by Family Legacy Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Family Legacy Financial Solutions

Family Legacy Financial Solutions holds 257 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 16.4 $21M +12% 426k 50.27
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Schwab U.s. Large-cap Etf Etf (SCHX) 9.7 $13M +14% 481k 26.34
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Advanced Micro Devices Stock (AMD) 7.4 $9.7M 60k 161.79
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Eli Lilly & Co Stock (LLY) 5.1 $6.7M +2% 8.8k 762.96
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Schwab U.s. Mid-cap Etf Etf (SCHM) 5.1 $6.7M +17% 225k 29.64
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Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC) 5.0 $6.6M -5% 171k 38.37
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Schwab U.s. Small-cap Etf Etf (SCHA) 4.6 $6.0M +13% 216k 27.90
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Danaher Corporation Stock (DHR) 4.0 $5.2M 26k 198.26
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Ishares 0-5 Year Tips Bond Etf Etf (STIP) 3.8 $4.9M +11% 47k 103.36
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Revvity Stock (RVTY) 3.6 $4.8M 54k 87.68
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Stryker Corp Stock (SYK) 3.1 $4.0M 11k 369.67
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Nvidia Corporation Stock (NVDA) 2.0 $2.7M +13% 14k 186.58
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Palo Alto Networks Stock (PANW) 1.7 $2.3M +8% 11k 203.63
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Schwab International Equity Etf Etf (SCHF) 1.7 $2.2M +19% 93k 23.28
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Doximity Inc Cl A Stock (DOCS) 1.5 $1.9M +11% 27k 73.15
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Innovator Equity Defined Protection Etf - 1 Yr April Etf (ZAPR) 1.3 $1.7M NEW 68k 25.44
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Waste Mgmt Inc Del Stock (WM) 1.2 $1.6M +7% 7.3k 220.83
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Sap Se Ordf Stock (SAP) 1.2 $1.5M 5.8k 267.21
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Marvell Technology Stock (MRVL) 1.2 $1.5M -12% 18k 84.07
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Spdr S&p 500 Etf Trust Etf (SPY) 1.0 $1.4M 2.0k 666.17
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Microsoft Corp Stock (MSFT) 1.0 $1.3M +3% 2.6k 517.90
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Costco Whsl Corp Stock (COST) 1.0 $1.3M +21% 1.4k 925.92
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Veralto Corp Stock (VLTO) 0.9 $1.2M -4% 11k 106.61
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Carrier Global Corporation Stock (CARR) 0.9 $1.1M +7% 19k 59.70
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Linde Stock (LIN) 0.9 $1.1M +12% 2.4k 474.99
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Ishares Tips Bond Etf Etf (TIP) 0.8 $1.0M -15% 9.2k 111.21
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Cummins Stock (CMI) 0.7 $954k +3% 2.3k 422.31
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Skyworks Solutions Stock (SWKS) 0.7 $908k 12k 76.98
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Dover Corp Stock (DOV) 0.7 $896k +61% 5.4k 166.84
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Analog Devices Stock (ADI) 0.6 $841k 3.4k 245.70
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Apple Stock (AAPL) 0.6 $742k -14% 2.9k 254.59
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Tesla Stock (TSLA) 0.5 $695k +2% 1.6k 444.72
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Fortive Corp Disc Stock (FTV) 0.5 $679k +20% 14k 48.99
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Ishares Core S&p 500 Etf Etf (IVV) 0.4 $530k +54% 792.00 669.43
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Dominion Energy Stock (D) 0.4 $486k +7% 7.9k 61.17
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Lockheed Martin Corp Stock (LMT) 0.3 $406k -22% 814.00 499.04
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $403k -3% 2.4k 164.53
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Meta Platforms Inc Cl A Stock (META) 0.3 $391k +30% 532.00 734.10
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Ford Mtr Stock (F) 0.3 $387k -34% 32k 11.96
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Abbvie Stock (ABBV) 0.3 $363k 1.6k 231.53
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Johnson & Johnson Stock (JNJ) 0.3 $358k -30% 1.9k 185.44
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Consolidated Edison Stock (ED) 0.3 $346k -16% 3.4k 100.53
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $328k 652.00 502.51
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Duke Energy Corp Stock (DUK) 0.2 $310k 2.5k 123.74
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Amazon Stock (AMZN) 0.2 $268k -15% 1.2k 219.57
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Salesforce Stock (CRM) 0.2 $260k -13% 1.1k 236.98
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Universal Health Svcs Inclass B Stock (UHS) 0.2 $249k 1.2k 204.44
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Innovator Equity Defined Protection Etf - 1 Yr June Etf (ZJUN) 0.2 $238k NEW 9.0k 26.48
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Schwab U.s. Reit Etf Etf (SCHH) 0.2 $232k -7% 11k 21.57
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Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $229k -8% 6.9k 33.37
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Hologic Stock (HOLX) 0.2 $221k 3.3k 67.49
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Ferrari N V Stock (RACE) 0.2 $207k +44% 427.00 485.22
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Builders Firstsource Stock (BLDR) 0.1 $195k 1.6k 121.25
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Garmin Stock (GRMN) 0.1 $188k -20% 762.00 246.29
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Bio-techne Corp Stock (TECH) 0.1 $187k 3.4k 55.63
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Pepsico Stock (PEP) 0.1 $165k -39% 1.2k 140.42
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Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $151k 1.0k 150.80
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Reddit Inc Cl A Stock (RDDT) 0.1 $150k -18% 654.00 229.99
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $146k 1.9k 78.92
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Vanguard S&p 500 Etf Etf (VOO) 0.1 $143k 233.00 613.23
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $142k 588.00 241.87
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Defiance Large Cap Ex-mag 7 Etf Etf (XMAG) 0.1 $137k 6.2k 22.15
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $134k 408.00 328.17
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Spdr Gold Shares Etf (GLD) 0.1 $130k 365.00 355.47
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Radnet Stock (RDNT) 0.1 $122k +6% 1.6k 76.21
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Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $118k 850.00 139.18
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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.1 $106k NEW 1.8k 59.20
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Huntington Ingalls Inds Stock (HII) 0.1 $103k NEW 358.00 287.70
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Devon Energy Corp Stock (DVN) 0.1 $100k -43% 2.9k 35.06
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $100k 1.0k 99.81
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Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $93k +940% 770.00 120.69
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Northrop Grumman Corp Stock (NOC) 0.1 $91k 150.00 609.32
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Delta Air Lines Inc Del Stock (DAL) 0.1 $88k +19% 1.6k 56.75
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Vanguard Small-cap Etf Etf (VB) 0.1 $86k 336.00 254.65
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Arm Holdings Adr (ARM) 0.1 $85k 600.00 141.49
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $83k 838.00 99.13
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Oracle Corp Stock (ORCL) 0.1 $77k 275.00 281.24
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Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.1 $77k 913.00 84.04
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Samsara Inc Com Cl A Stock (IOT) 0.1 $75k +100% 2.0k 37.25
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C3 Ai Inc Cl A Stock (AI) 0.1 $73k 4.2k 17.34
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Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $72k NEW 1.1k 67.83
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Chevron Corp Stock (CVX) 0.1 $71k 457.00 155.32
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Technology Select Sector Spdr Fund Etf (XLK) 0.1 $66k -6% 233.00 281.50
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Dexcom Stock (DXCM) 0.1 $65k -15% 971.00 67.29
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Servicenow Stock (NOW) 0.0 $63k -39% 68.00 920.28
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $57k NEW 635.00 89.37
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $55k -21% 2.0k 27.30
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Biocryst Pharmaceuticals Stock (BCRX) 0.0 $53k -13% 6.9k 7.59
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Cisco Sys Stock (CSCO) 0.0 $51k 742.00 68.39
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $50k NEW 898.00 55.33
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Vanguard Mid-cap Etf Etf (VO) 0.0 $49k 167.00 293.29
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Ishares S&p 100 Etf Etf (OEF) 0.0 $49k NEW 147.00 332.84
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $48k NEW 246.00 194.50
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $47k NEW 411.00 113.88
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M & T Bk Corp Stock (MTB) 0.0 $47k 236.00 197.62
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Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.0 $46k NEW 1.2k 37.86
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Chipotle Mexican Grill Stock (CMG) 0.0 $46k -52% 1.2k 39.19
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Vanguard Growth Etf Etf (VUG) 0.0 $46k NEW 95.00 479.61
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Coca Cola Stock (KO) 0.0 $43k 647.00 66.29
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Wells Fargo Stock (WFC) 0.0 $42k 500.00 83.82
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Capital One Finl Corp Stock (COF) 0.0 $42k 196.00 212.72
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Materials Select Sector Spdr Fund Etf (XLB) 0.0 $41k 458.00 89.69
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Vanguard Value Etf Etf (VTV) 0.0 $41k NEW 217.00 186.49
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Caterpillar Stock (CAT) 0.0 $39k 82.00 477.80
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Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $37k -13% 200.00 182.42
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Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.0 $36k NEW 475.00 76.45
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Morgan Stanley Stock (MS) 0.0 $34k +91% 213.00 158.61
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Mcdonalds Corp Stock (MCD) 0.0 $34k 111.00 303.89
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Jpmorgan Chase & Co Stock (JPM) 0.0 $33k +92% 104.00 315.43
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $31k NEW 464.00 67.51
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Grayscale Ethereum Trust Etf Etf (ETHE) 0.0 $30k 875.00 34.27
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Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $30k 1.9k 15.48
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Strive U.s. Energy Etf Etf (DRLL) 0.0 $30k 1.0k 28.76
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Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $29k NEW 425.00 68.12
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Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.0 $29k 238.00 120.66
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $28k -3% 115.00 243.03
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $28k -24% 319.00 87.41
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Coreweave Inc Com Cl A Stock (CRWV) 0.0 $27k +166% 200.00 136.85
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Visa Inc Com Cl A Stock (V) 0.0 $27k 78.00 343.12
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Pnc Finl Svcs Group Stock (PNC) 0.0 $26k 131.00 200.93
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Mastercard Incorporated Cl A Stock (MA) 0.0 $26k 46.00 569.72
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Huntington Bancshares Stock (HBAN) 0.0 $26k 1.5k 17.27
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $26k 100.00 256.45
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $25k -22% 170.00 148.61
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $25k -15% 53.00 464.32
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The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $25k +163% 500.00 49.01
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $25k 101.00 242.31
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Fedex Corp Stock (FDX) 0.0 $24k 100.00 235.81
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Mp Materials Corp Com Cl A Stock (MP) 0.0 $24k 350.00 67.07
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Starbucks Corp Stock (SBUX) 0.0 $22k 264.00 84.66
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Bank America Corp Stock (BAC) 0.0 $22k 430.00 51.59
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Boeing Stock (BA) 0.0 $22k NEW 100.00 215.83
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Ishares National Muni Bond Etf Etf (MUB) 0.0 $20k NEW 192.00 106.49
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $20k NEW 301.00 65.92
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $20k 40.00 490.38
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Bhp Group Adr (BHP) 0.0 $19k +2% 341.00 55.82
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Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $19k 653.00 29.13
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Quantumscape Corp Com Cl A Stock (QS) 0.0 $17k NEW 1.4k 12.32
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Walmart Stock (WMT) 0.0 $17k 162.00 103.06
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Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $16k NEW 55.00 297.62
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Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $16k NEW 412.00 39.61
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $16k NEW 164.00 95.14
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Home Depot Stock (HD) 0.0 $15k 38.00 401.39
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Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $15k 120.00 125.05
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Exxon Mobil Corp Stock (XOM) 0.0 $15k 133.00 112.55
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $15k +3171% 229.00 65.00
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International Business Machs Stock (IBM) 0.0 $14k NEW 50.00 282.16
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Phillips 66 Stock (PSX) 0.0 $14k 100.00 136.02
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Abrdn Asia Pacific Income Fund Cef (FAX) 0.0 $13k NEW 811.00 16.29
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $13k -7% 168.00 78.33
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Vanguard Small Cap Value Etf Etf (VBR) 0.0 $13k NEW 61.00 208.70
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Uipath Inc Cl A Stock (PATH) 0.0 $13k 950.00 13.38
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Qualcomm Stock (QCOM) 0.0 $12k 72.00 166.64
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Etsy Stock (ETSY) 0.0 $12k -55% 177.00 66.39
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Invesco Preferred Etf Etf (PGX) 0.0 $12k NEW 1.0k 11.60
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Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $12k 34.00 337.50
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Cnx Res Corp Stock (CNX) 0.0 $11k 347.00 32.12
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Packaging Corp Amer Stock (PKG) 0.0 $11k 50.00 217.92
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $11k -55% 107.00 99.95
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Abbott Labs Stock (ABT) 0.0 $10k -96% 78.00 133.94
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Conocophillips Stock (COP) 0.0 $9.5k NEW 100.00 94.59
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Disney Walt Stock (DIS) 0.0 $9.4k -2% 82.00 114.18
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $9.2k 63.00 145.65
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Ishares Core Msci Pacific Etf Etf (IPAC) 0.0 $9.1k NEW 124.00 73.43
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Ppl Corp Stock (PPL) 0.0 $9.1k 245.00 37.16
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Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.0 $8.8k 119.00 73.54
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Kellanova Stock (K) 0.0 $8.2k 100.00 82.02
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Vanguard Extended Market Etf Etf (VXF) 0.0 $8.2k 39.00 209.33
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Paypal Hldgs Stock (PYPL) 0.0 $7.9k -18% 118.00 67.06
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Emerson Elec Stock (EMR) 0.0 $7.5k 57.00 131.18
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.0 $7.4k NEW 52.00 142.56
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Ishares High Yield Muni Active Etf Etf (HIMU) 0.0 $7.0k NEW 143.00 49.19
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $6.4k +769% 200.00 31.94
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Vanguard Real Estate Etf Etf (VNQ) 0.0 $6.3k NEW 69.00 91.42
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Rigetti Computing Stock (RGTI) 0.0 $6.1k +13% 205.00 29.79
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Chubb Stock (CB) 0.0 $5.9k 21.00 282.24
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At&t Stock (T) 0.0 $5.8k +5025% 205.00 28.20
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $5.5k -56% 91.00 59.92
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Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.0 $5.4k NEW 62.00 87.23
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Helix Energy Solutions Grp Stock (HLX) 0.0 $5.1k 781.00 6.56
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General Mls Stock (GIS) 0.0 $5.0k NEW 100.00 50.42
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Jpmorgan Betabuilders International Equity Etf Etf (BBIN) 0.0 $5.0k 71.00 70.13
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $5.0k -2% 79.00 62.73
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Spdr S&p Dividend Etf Etf (SDY) 0.0 $4.9k -43% 35.00 140.06
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Procter And Gamble Stock (PG) 0.0 $4.7k +3% 31.00 152.97
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Stantec Stock (STN) 0.0 $4.5k 42.00 107.81
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Bloom Energy Corp Com Cl A Stock (BE) 0.0 $4.4k 52.00 84.58
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Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.0 $4.4k NEW 92.00 47.74
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Norfolk Southn Corp Stock (NSC) 0.0 $4.2k 14.00 300.43
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Prudential Finl Stock (PRU) 0.0 $4.2k NEW 40.00 103.75
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Soundhound Ai Inc Class A Stock (SOUN) 0.0 $4.0k -28% 250.00 16.08
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Unity Software Stock (U) 0.0 $4.0k 100.00 40.04
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Nucor Corp Stock (NUE) 0.0 $3.9k 29.00 135.41
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Kenvue Stock (KVUE) 0.0 $3.9k -47% 240.00 16.23
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Okta Inc Cl A Stock (OKTA) 0.0 $3.8k 41.00 91.71
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Ionq Stock (IONQ) 0.0 $3.7k +300% 60.00 61.50
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Ppg Inds Stock (PPG) 0.0 $3.6k +2% 35.00 104.17
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Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $3.6k -55% 37.00 97.81
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Pfizer Stock (PFE) 0.0 $3.6k +235% 141.00 25.48
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Cal Maine Foods Stock (CALM) 0.0 $3.6k +2% 38.00 94.16
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Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.0 $3.4k 87.00 39.18
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Te Connectivity Plc Ord Stock (TEL) 0.0 $3.3k 15.00 219.53
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Dupont De Nemours Stock (DD) 0.0 $3.3k 42.00 77.90
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $3.1k -83% 58.00 54.17
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Kinder Morgan Inc Del Stock (KMI) 0.0 $3.1k 109.00 28.31
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Schwab Charles Corp Stock (SCHW) 0.0 $3.1k 32.00 95.47
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Lowes Cos Stock (LOW) 0.0 $3.0k 12.00 251.33
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Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $2.9k 200.00 14.68
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Corteva Stock (CTVA) 0.0 $2.8k 42.00 67.62
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Sysco Corp Stock (SYY) 0.0 $2.8k +3% 34.00 81.88
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Us Bancorp Del Stock (USB) 0.0 $2.8k -6% 57.00 48.67
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Colgate Palmolive Stock (CL) 0.0 $2.8k +2% 35.00 78.86
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Kraft Heinz Stock (KHC) 0.0 $2.6k NEW 100.00 26.04
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Wingstop Stock (WING) 0.0 $2.5k -85% 10.00 253.70
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Kimberly-clark Corp Stock (KMB) 0.0 $2.5k 20.00 125.95
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Expand Energy Corporation Stock (EXE) 0.0 $2.4k 22.00 107.00
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Honeywell Intl Stock (HON) 0.0 $2.3k 11.00 210.55
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Deere & Co Stock (DE) 0.0 $2.3k 5.00 457.20
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Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 0.0 $2.2k +790% 89.00 24.99
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Merck & Co Stock (MRK) 0.0 $2.0k 24.00 83.92
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Lamb Weston Hldgs Stock (LW) 0.0 $1.9k 33.00 58.09
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D-wave Quantum Stock (QBTS) 0.0 $1.9k NEW 75.00 24.71
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Bristol-myers Squibb Stock (BMY) 0.0 $1.8k 41.00 45.10
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Block Inc Cl A Stock (XYZ) 0.0 $1.8k 25.00 72.28
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Wp Carey Reit (WPC) 0.0 $1.8k 26.00 67.58
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Constellation Brands Inc Cl A Stock (STZ) 0.0 $1.7k 12.00 139.75
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Bigbear Ai Hldgs Stock (BBAI) 0.0 $1.6k NEW 250.00 6.52
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American Finl Group Inc Ohio Stock (AFG) 0.0 $1.6k 11.00 147.73
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Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY) 0.0 $1.5k 32.00 47.00
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Eog Res Stock (EOG) 0.0 $1.5k 13.00 112.15
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $1.4k 14.00 103.00
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Docusign Stock (DOCU) 0.0 $1.4k -5% 19.00 72.11
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Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $1.3k 35.00 37.40
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Cerence Stock (CRNC) 0.0 $1.2k NEW 100.00 12.46
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Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $1.0k NEW 12.00 84.83
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Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $936.998400 NEW 48.00 19.52
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Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $888.000100 -56% 17.00 52.24
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Kura Oncology Stock (KURA) 0.0 $885.000000 100.00 8.85
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Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.0 $701.999700 17.00 41.29
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Genius Sports Limited Shares Cl A Stock (GENI) 0.0 $619.000000 NEW 50.00 12.38
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $570.999000 22.00 25.95
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Marketaxess Hldgs Stock (MKTX) 0.0 $558.999900 3.00 186.33
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Hubspot Stock (HUBS) 0.0 $468.000000 1.00 468.00
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Dicks Sporting Goods Stock (DKS) 0.0 $465.000000 2.00 232.50
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American Elec Pwr Stock (AEP) 0.0 $450.000000 -20% 4.00 112.50
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Patterson-uti Energy Stock (PTEN) 0.0 $370.002300 71.00 5.21
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Kyndryl Hldgs Stock (KD) 0.0 $300.000000 NEW 10.00 30.00
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Cvs Health Corp Stock (CVS) 0.0 $258.999900 3.00 86.33
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Opendoor Technologies Stock (OPEN) 0.0 $199.000000 NEW 25.00 7.96
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Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) 0.0 $199.000200 NEW 6.00 33.17
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Columbia Seligm Prem Tech Grw Cef (STK) 0.0 $189.000000 5.00 37.80
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Enphase Energy Stock (ENPH) 0.0 $177.000000 5.00 35.40
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Viatris Stock (VTRS) 0.0 $119.000400 NEW 12.00 9.92
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Lumen Technologies Stock (LUMN) 0.0 $72.999600 12.00 6.08
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Wolfspeed Stock (WOLF) 0.0 $57.000000 NEW 2.00 28.50
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Lucid Group Stock (LCID) 0.0 $48.000000 NEW 2.00 24.00
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Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $26.000000 1.00 26.00
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Past Filings by Family Legacy Financial Solutions

SEC 13F filings are viewable for Family Legacy Financial Solutions going back to 2025