My Legacy Advisors
Latest statistics and disclosures from My Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSB, MSFT, IVV, AAPL, HYG, and represent 16.49% of My Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: IAGG, THRO, XTEN, IEMG, IWM, EFV, VTEB, IWR, STIP, ORCL.
- Started 21 new stock positions in CB, AMD, ISRG, CSCO, IWB, EIX, INTC, VLO, IWR, ORCL. SPMD, BAI, UPS, INTU, BND, STIP, SYK, IAGG, PANW, GILD, PRU.
- Reduced shares in these 10 stocks: SPLG, EMXC, DIS, IVV, AMGN, ASML, , XOM, IVW, AWK.
- Sold out of its positions in AMT, AWK, AMGN, AZO, BK, GPC, PFFD, TLT, ILCV, HEFA. EAGG, LAZ, NVO, PFG, WSO, WEN, WTMF, ZTS, LYB, NXPI.
- My Legacy Advisors was a net buyer of stock by $4.9M.
- My Legacy Advisors has $281M in assets under management (AUM), dropping by 8.36%.
- Central Index Key (CIK): 0001767802
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Portfolio Holdings for My Legacy Advisors
My Legacy Advisors holds 206 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Total Usd (IUSB) | 4.0 | $11M | -3% | 247k | 45.90 |
|
| Microsoft Corporation (MSFT) | 3.5 | $9.9M | +2% | 20k | 501.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.2 | $9.0M | -9% | 14k | 628.84 |
|
| Apple (AAPL) | 3.0 | $8.3M | +2% | 39k | 212.41 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.7 | $7.7M | +5% | 96k | 80.13 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.6 | $7.3M | +3% | 171k | 42.87 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $6.4M | +5% | 39k | 164.10 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $5.4M | +3% | 29k | 184.93 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $5.0M | -11% | 45k | 110.97 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.8 | $5.0M | +4% | 90k | 54.96 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.8 | $5.0M | +36% | 77k | 64.17 |
|
| Amazon (AMZN) | 1.7 | $4.9M | 22k | 222.26 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.7 | $4.7M | +30% | 95k | 48.94 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $4.1M | -45% | 56k | 73.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.9M | +6% | 22k | 177.62 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.3 | $3.7M | +12% | 19k | 198.89 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.2 | $3.5M | +6% | 38k | 92.24 |
|
| Ishares Tr National Mun Etf (MUB) | 1.2 | $3.3M | -3% | 31k | 104.26 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.1 | $3.2M | -6% | 139k | 23.07 |
|
| Ishares Core Msci Emkt (IEMG) | 1.1 | $3.2M | +83% | 53k | 60.23 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.1 | $3.1M | +8% | 75k | 41.51 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | +3% | 10k | 288.18 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $2.9M | 3.0k | 970.17 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.9M | +5% | 6.0k | 478.27 |
|
| Ishares Tr Mbs Etf (MBB) | 1.0 | $2.8M | +13% | 30k | 93.24 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $2.8M | 9.1k | 307.85 |
|
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 1.0 | $2.8M | +121% | 61k | 45.60 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $2.7M | 24k | 111.80 |
|
|
| Visa Com Cl A (V) | 0.9 | $2.6M | 7.3k | 355.88 |
|
|
| Trane Technologies SHS (TT) | 0.9 | $2.5M | 5.8k | 434.53 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.5M | +2% | 4.4k | 563.52 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $2.4M | -5% | 14k | 175.71 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $2.2M | -17% | 7.9k | 285.53 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.8 | $2.2M | +450% | 62k | 35.82 |
|
| Cintas Corporation (CTAS) | 0.8 | $2.2M | 10k | 216.56 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $2.1M | +19% | 41k | 52.60 |
|
| Home Depot (HD) | 0.7 | $2.0M | 5.4k | 373.30 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $1.9M | +25% | 2.6k | 727.24 |
|
| Metropcs Communications (TMUS) | 0.7 | $1.9M | +3% | 8.1k | 228.15 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.7 | $1.9M | +44% | 18k | 100.36 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.6 | $1.8M | NEW | 35k | 50.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.8M | +339% | 8.0k | 224.79 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.6 | $1.6M | +5% | 47k | 34.55 |
|
| Quanta Services (PWR) | 0.6 | $1.6M | 4.3k | 380.09 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $1.6M | 17k | 94.86 |
|
|
| Capital One Financial (COF) | 0.6 | $1.6M | +2% | 7.1k | 220.74 |
|
| TJX Companies (TJX) | 0.6 | $1.6M | +2% | 13k | 124.16 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.5 | $1.5M | +58% | 29k | 52.63 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $1.5M | -27% | 29k | 52.48 |
|
| Williams Companies (WMB) | 0.5 | $1.5M | 26k | 57.78 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.5M | +3% | 5.0k | 298.41 |
|
| Coca-Cola Company (KO) | 0.5 | $1.4M | 20k | 69.77 |
|
|
| At&t (T) | 0.5 | $1.4M | +2% | 50k | 27.62 |
|
| Broadcom (AVGO) | 0.5 | $1.4M | +13% | 5.0k | 275.40 |
|
| Entergy Corporation (ETR) | 0.5 | $1.4M | 17k | 82.12 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $1.4M | -5% | 10k | 135.86 |
|
| Tesla Motors (TSLA) | 0.5 | $1.4M | 4.4k | 309.87 |
|
|
| Hca Holdings (HCA) | 0.5 | $1.3M | 3.6k | 378.32 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $1.3M | -6% | 7.9k | 168.30 |
|
| American Electric Power Company (AEP) | 0.4 | $1.2M | +3% | 12k | 106.04 |
|
| International Paper Company (IP) | 0.4 | $1.2M | +2% | 23k | 52.41 |
|
| Fifth Third Ban (FITB) | 0.4 | $1.2M | 27k | 44.05 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.2M | 10k | 118.17 |
|
|
| International Business Machines (IBM) | 0.4 | $1.2M | 4.1k | 287.43 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $1.2M | -10% | 8.5k | 136.57 |
|
| Philip Morris International (PM) | 0.4 | $1.2M | +7% | 6.4k | 180.99 |
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| Citizens Financial (CFG) | 0.4 | $1.1M | 24k | 47.90 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.4 | $1.1M | -2% | 7.6k | 147.85 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.1M | +2% | 2.6k | 430.73 |
|
| Chevron Corporation (CVX) | 0.4 | $1.1M | +13% | 7.1k | 154.16 |
|
| MetLife (MET) | 0.4 | $1.1M | 14k | 78.37 |
|
|
| Nextera Energy (NEE) | 0.4 | $1.1M | +5% | 15k | 74.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.1M | -14% | 2.5k | 442.43 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.1M | +2% | 2.3k | 479.53 |
|
| Verizon Communications (VZ) | 0.4 | $1.1M | +2% | 26k | 42.03 |
|
| Altria (MO) | 0.4 | $1.1M | +6% | 19k | 58.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.1M | 3.5k | 308.32 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.1M | +3% | 9.6k | 112.41 |
|
| Abbvie (ABBV) | 0.4 | $1.1M | 5.4k | 195.00 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.0M | -26% | 3.5k | 299.51 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.0M | NEW | 11k | 94.00 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $1.0M | +36% | 19k | 52.91 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.4 | $990k | -2% | 9.0k | 109.67 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $985k | +4% | 1.4k | 714.30 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $931k | +32% | 21k | 45.50 |
|
| Linde SHS (LIN) | 0.3 | $907k | +11% | 1.9k | 470.34 |
|
| Citigroup Com New (C) | 0.3 | $907k | +4% | 10k | 87.08 |
|
| Netflix (NFLX) | 0.3 | $903k | +6% | 722.00 | 1250.59 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $893k | +5% | 19k | 47.57 |
|
| NiSource (NI) | 0.3 | $891k | +2% | 23k | 39.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $860k | -17% | 2.3k | 371.43 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $850k | 18k | 46.05 |
|
|
| salesforce (CRM) | 0.3 | $844k | +8% | 3.2k | 263.97 |
|
| Pepsi (PEP) | 0.3 | $830k | -8% | 6.1k | 136.08 |
|
| Procter & Gamble Company (PG) | 0.3 | $830k | +9% | 5.2k | 158.50 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $823k | -8% | 19k | 43.45 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $818k | NEW | 8.0k | 102.58 |
|
| Regions Financial Corporation (RF) | 0.3 | $814k | +15% | 33k | 24.84 |
|
| S&p Global (SPGI) | 0.3 | $809k | -3% | 1.5k | 529.83 |
|
| EOG Resources (EOG) | 0.3 | $809k | +3% | 6.6k | 121.73 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $801k | 24k | 33.28 |
|
|
| Hartford Financial Services (HIG) | 0.3 | $798k | -2% | 6.5k | 121.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $781k | 4.4k | 179.40 |
|
|
| FirstEnergy (FE) | 0.3 | $765k | +3% | 19k | 40.53 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $731k | 1.4k | 513.87 |
|
|
| Public Service Enterprise (PEG) | 0.3 | $730k | +2% | 8.9k | 82.16 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $729k | +65% | 922.00 | 790.65 |
|
| Kla Corp Com New (KLAC) | 0.3 | $727k | +10% | 783.00 | 928.62 |
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| Dominion Resources (D) | 0.3 | $722k | +2% | 12k | 58.16 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.3 | $717k | -8% | 8.9k | 81.02 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $716k | -21% | 11k | 65.83 |
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| Wec Energy Group (WEC) | 0.3 | $710k | 6.7k | 105.68 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $708k | -3% | 1.5k | 464.31 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $698k | +31% | 8.9k | 78.27 |
|
| Roper Industries (ROP) | 0.2 | $690k | 1.3k | 549.80 |
|
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| Marsh & McLennan Companies (MMC) | 0.2 | $683k | +12% | 3.2k | 214.71 |
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| Pfizer (PFE) | 0.2 | $652k | +105% | 25k | 25.78 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $649k | -6% | 7.6k | 85.57 |
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| CSX Corporation (CSX) | 0.2 | $647k | +13% | 19k | 33.54 |
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| Ford Motor Company (F) | 0.2 | $637k | +14% | 54k | 11.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $630k | -24% | 10k | 62.67 |
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| Oracle Corporation (ORCL) | 0.2 | $628k | NEW | 2.7k | 235.00 |
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| Cme (CME) | 0.2 | $628k | -4% | 2.3k | 275.19 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.2 | $622k | NEW | 21k | 28.99 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $620k | +54% | 5.8k | 106.45 |
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| Bank of America Corporation (BAC) | 0.2 | $619k | +9% | 13k | 46.97 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $613k | -17% | 7.5k | 82.31 |
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| Unum (UNM) | 0.2 | $612k | 7.6k | 80.47 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $594k | NEW | 1.1k | 526.05 |
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| Eversource Energy (ES) | 0.2 | $588k | +5% | 8.9k | 66.11 |
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| Realty Income (O) | 0.2 | $572k | -8% | 10k | 56.93 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $563k | 4.0k | 139.66 |
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| Sempra Energy (SRE) | 0.2 | $553k | -12% | 7.4k | 74.90 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $553k | -59% | 689.00 | 802.09 |
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| Stryker Corporation (SYK) | 0.2 | $538k | NEW | 1.4k | 394.77 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $532k | +56% | 23k | 22.78 |
|
| DTE Energy Company (DTE) | 0.2 | $522k | -5% | 3.9k | 133.66 |
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| Ishares Tr Europe Etf (IEV) | 0.2 | $519k | -7% | 8.1k | 64.23 |
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| Intel Corporation (INTC) | 0.2 | $505k | NEW | 21k | 23.82 |
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| Merck & Co (MRK) | 0.2 | $495k | 5.9k | 84.02 |
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| General Mills (GIS) | 0.2 | $488k | -6% | 9.5k | 51.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $476k | +33% | 16k | 29.43 |
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| Abbott Laboratories (ABT) | 0.2 | $469k | 3.5k | 133.60 |
|
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| Fidelity National Financial Com Shs (FNF) | 0.2 | $465k | +4% | 9.1k | 51.22 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.2 | $456k | -9% | 9.5k | 48.18 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $443k | -3% | 3.1k | 144.50 |
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| Advanced Micro Devices (AMD) | 0.2 | $443k | NEW | 3.1k | 144.16 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.2 | $439k | -14% | 6.5k | 68.04 |
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| Interpublic Group of Companies (IPG) | 0.2 | $435k | +2% | 17k | 25.00 |
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| Xcel Energy (XEL) | 0.2 | $434k | +54% | 6.3k | 68.45 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $424k | -78% | 6.7k | 63.56 |
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| Fortinet (FTNT) | 0.2 | $423k | 4.2k | 100.20 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $410k | -14% | 3.0k | 135.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $398k | -55% | 1.6k | 244.80 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $391k | -15% | 4.8k | 81.01 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $391k | -54% | 5.8k | 67.63 |
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| Synopsys (SNPS) | 0.1 | $375k | 663.00 | 566.19 |
|
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| Kimberly-Clark Corporation (KMB) | 0.1 | $375k | +37% | 2.8k | 131.95 |
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| Gilead Sciences (GILD) | 0.1 | $360k | NEW | 3.1k | 114.55 |
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| United Parcel Service CL B (UPS) | 0.1 | $356k | NEW | 3.5k | 102.93 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $348k | +44% | 7.6k | 45.98 |
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| Palo Alto Networks (PANW) | 0.1 | $347k | NEW | 1.8k | 192.07 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $344k | +11% | 4.2k | 82.47 |
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| Sonoco Products Company (SON) | 0.1 | $337k | +8% | 7.2k | 47.01 |
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| Hp (HPQ) | 0.1 | $335k | +13% | 13k | 25.73 |
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| Best Buy (BBY) | 0.1 | $332k | +33% | 4.5k | 73.72 |
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| Walt Disney Company (DIS) | 0.1 | $322k | -76% | 2.6k | 121.56 |
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| Emerson Electric (EMR) | 0.1 | $321k | -19% | 2.3k | 140.67 |
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| Dutch Bros Cl A (BROS) | 0.1 | $321k | +13% | 5.0k | 63.71 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $318k | -18% | 2.7k | 117.93 |
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| Prudential Financial (PRU) | 0.1 | $310k | NEW | 2.9k | 107.15 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $310k | 8.3k | 37.27 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $309k | -8% | 2.3k | 137.00 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $304k | 5.4k | 56.57 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $295k | -3% | 839.00 | 351.83 |
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| H&R Block (HRB) | 0.1 | $293k | 5.2k | 56.76 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $287k | +3% | 3.2k | 90.93 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $284k | 11k | 24.78 |
|
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $275k | -38% | 5.0k | 54.71 |
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| Wisdomtree Tr Us Hgh Yld Corp (QHY) | 0.1 | $275k | -7% | 6.0k | 46.08 |
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| Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) | 0.1 | $274k | 7.3k | 37.24 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $270k | -29% | 2.9k | 93.46 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $267k | -22% | 1.5k | 182.26 |
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| Schlumberger Com Stk (SLB) | 0.1 | $266k | +17% | 7.3k | 36.65 |
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| Onemain Holdings (OMF) | 0.1 | $264k | -4% | 4.4k | 59.81 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $260k | -12% | 4.5k | 57.35 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $259k | +23% | 2.2k | 118.18 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $257k | -33% | 9.1k | 28.20 |
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| Edison International (EIX) | 0.1 | $256k | NEW | 5.0k | 51.29 |
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| Valero Energy Corporation (VLO) | 0.1 | $253k | NEW | 1.6k | 154.81 |
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| Paccar (PCAR) | 0.1 | $251k | 2.5k | 99.21 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $250k | -8% | 1.1k | 237.61 |
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| Chubb (CB) | 0.1 | $243k | NEW | 867.00 | 280.54 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $243k | -13% | 11k | 23.07 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $242k | NEW | 3.3k | 73.11 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $241k | -73% | 2.1k | 114.92 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $228k | -28% | 7.3k | 31.36 |
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| Intuit (INTU) | 0.1 | $227k | NEW | 304.00 | 747.90 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $226k | NEW | 657.00 | 344.13 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $223k | -8% | 2.7k | 83.86 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $220k | -53% | 5.5k | 39.80 |
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| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.1 | $220k | -3% | 4.9k | 44.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $215k | -20% | 745.00 | 288.36 |
|
| Peakstone Realty Trust Common Shares (PKST) | 0.1 | $215k | -37% | 15k | 14.03 |
|
| Cisco Systems (CSCO) | 0.1 | $208k | NEW | 3.0k | 68.76 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $202k | NEW | 3.6k | 56.09 |
|
Past Filings by My Legacy Advisors
SEC 13F filings are viewable for My Legacy Advisors going back to 2022
- My Legacy Advisors 2025 Q2 filed July 11, 2025
- My Legacy Advisors 2025 Q1 filed April 15, 2025
- My Legacy Advisors 2024 Q4 filed Jan. 16, 2025
- My Legacy Advisors 2024 Q3 filed Oct. 21, 2024
- My Legacy Advisors 2024 Q1 filed July 25, 2024
- My Legacy Advisors 2024 Q2 filed July 24, 2024
- My Legacy Advisors 2023 Q4 filed Jan. 12, 2024
- My Legacy Advisors 2023 Q3 filed Oct. 20, 2023
- My Legacy Advisors 2023 Q2 filed July 14, 2023
- My Legacy Advisors 2023 Q1 filed April 11, 2023
- My Legacy Advisors 2022 Q4 filed Feb. 7, 2023
- My Legacy Advisors 2022 Q3 filed Oct. 17, 2022
- My Legacy Advisors 2022 Q2 filed July 12, 2022
- My Legacy Advisors 2022 Q1 filed April 7, 2022