My Legacy Advisors
Latest statistics and disclosures from My Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IVV, AAPL, MSFT, IUSB, and represent 19.07% of My Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV, DGRW, SPLG, CRM, MUB, QGRW, IWM, ABT, TSLA, TLH.
- Started 16 new stock positions in BX, PCAR, TFC, WEC, CSX, CRM, MMC, SUSC, SLB, LCTU. QGRW, IWM, VWO, IEI, SCHD, ABT.
- Reduced shares in these 10 stocks: USMV, USMF, BDX, , , , SCHG, IQDG, SPSM, XSOE.
- Sold out of its positions in AGR, BDX, CMCSA, EW, SUSA, LDEM, MAA, PACB, SHM, SPSM. EPS.
- My Legacy Advisors was a net buyer of stock by $7.4M.
- My Legacy Advisors has $277M in assets under management (AUM), dropping by 12.60%.
- Central Index Key (CIK): 0001767802
Tip: Access up to 7 years of quarterly data
Positions held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for My Legacy Advisors
My Legacy Advisors holds 204 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 6.6 | $18M | +6% | 328k | 56.04 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $9.2M | +19% | 19k | 478.54 |
|
| Apple (AAPL) | 3.1 | $8.5M | 46k | 185.59 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $8.5M | -2% | 22k | 384.64 |
|
| Ishares Tr Core Total Usd (IUSB) | 3.0 | $8.3M | +3% | 180k | 45.91 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.7 | $7.5M | 97k | 77.62 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.4 | $6.5M | 154k | 42.42 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.8 | $5.0M | +8% | 34k | 148.02 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.7 | $4.6M | +5% | 88k | 51.91 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.6 | $4.3M | +6% | 93k | 46.44 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.4 | $3.8M | +10% | 75k | 51.00 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $3.7M | +19% | 34k | 108.58 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.3 | $3.7M | +8% | 17k | 224.81 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.3 | $3.6M | 34k | 104.95 |
|
|
| UnitedHealth (UNH) | 1.2 | $3.3M | 6.1k | 539.68 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.2 | $3.3M | 34k | 95.76 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 1.2 | $3.2M | +2% | 74k | 43.84 |
|
| Amazon (AMZN) | 1.1 | $3.1M | 20k | 155.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.9M | 20k | 142.08 |
|
|
| Ishares Tr Mbs Etf (MBB) | 1.0 | $2.8M | +7% | 30k | 93.85 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.0 | $2.7M | 31k | 88.35 |
|
|
| Visa Com Cl A (V) | 0.9 | $2.5M | +5% | 9.6k | 264.03 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $2.5M | +16% | 21k | 122.82 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.9 | $2.5M | 60k | 41.95 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $2.4M | 3.6k | 673.58 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.9 | $2.4M | -4% | 68k | 35.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $2.3M | +3% | 5.5k | 426.72 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.8 | $2.3M | +2% | 46k | 50.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.3M | +16% | 6.3k | 363.34 |
|
| Home Depot (HD) | 0.8 | $2.3M | 6.4k | 356.53 |
|
|
| Cintas Corporation (CTAS) | 0.8 | $2.2M | +4% | 3.8k | 588.25 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.8 | $2.2M | -4% | 34k | 65.24 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $2.2M | +2% | 23k | 96.71 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.9M | +3% | 11k | 170.31 |
|
| Metropcs Communications (TMUS) | 0.7 | $1.8M | +3% | 11k | 162.17 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.8M | +5% | 37k | 49.26 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.7M | 2.9k | 597.49 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.7M | +25% | 3.0k | 548.26 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $1.6M | +10% | 22k | 75.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.6M | 11k | 149.35 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.6 | $1.6M | +233% | 23k | 70.45 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $1.6M | 2.9k | 546.00 |
|
|
| Trane Technologies SHS (TT) | 0.6 | $1.6M | +2% | 6.4k | 245.99 |
|
| McDonald's Corporation (MCD) | 0.6 | $1.6M | +2% | 5.3k | 294.14 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $1.6M | 5.0k | 312.54 |
|
|
| Hca Holdings (HCA) | 0.5 | $1.5M | -2% | 5.3k | 282.53 |
|
| Coca-Cola Company (KO) | 0.5 | $1.5M | +20% | 25k | 59.81 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.5 | $1.5M | 23k | 65.14 |
|
|
| Pepsi (PEP) | 0.5 | $1.5M | 8.9k | 166.13 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.4M | -50% | 18k | 78.43 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $1.4M | +4% | 1.9k | 718.53 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.5 | $1.4M | -24% | 38k | 35.80 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.3M | 3.9k | 347.97 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.3M | -16% | 16k | 82.17 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.5 | $1.3M | -2% | 15k | 84.96 |
|
| TJX Companies (TJX) | 0.5 | $1.3M | -6% | 14k | 95.25 |
|
| Gilead Sciences (GILD) | 0.5 | $1.3M | 15k | 85.39 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $1.3M | +39% | 23k | 54.24 |
|
| Hartford Financial Services (HIG) | 0.4 | $1.2M | -12% | 15k | 82.79 |
|
| MetLife (MET) | 0.4 | $1.2M | 17k | 69.30 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $1.2M | +10% | 18k | 65.86 |
|
| Walt Disney Company (DIS) | 0.4 | $1.2M | +10% | 13k | 89.45 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.4 | $1.2M | -2% | 26k | 46.12 |
|
| Fifth Third Ban (FITB) | 0.4 | $1.2M | -2% | 34k | 34.85 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $1.2M | +65% | 11k | 106.59 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.2M | +10% | 5.5k | 211.49 |
|
| Chevron Corporation (CVX) | 0.4 | $1.1M | +3% | 7.9k | 145.27 |
|
| Roper Industries (ROP) | 0.4 | $1.1M | 2.1k | 532.40 |
|
|
| Ares Capital Corporation (ARCC) | 0.4 | $1.1M | 56k | 20.30 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.1M | -8% | 12k | 97.15 |
|
| American Electric Power Company (AEP) | 0.4 | $1.1M | -12% | 14k | 80.40 |
|
| Merck & Co (MRK) | 0.4 | $1.1M | -4% | 9.3k | 118.43 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $1.1M | -2% | 9.9k | 111.35 |
|
| Verizon Communications (VZ) | 0.4 | $1.1M | +6% | 29k | 37.90 |
|
| Williams Companies (WMB) | 0.4 | $1.1M | -2% | 30k | 34.78 |
|
| Cincinnati Financial Corporation (CINF) | 0.4 | $1.0M | 9.6k | 108.27 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.0M | -2% | 2.3k | 453.13 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.0M | -16% | 6.7k | 150.52 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.0M | -20% | 6.2k | 161.11 |
|
| Abbvie (ABBV) | 0.4 | $998k | +58% | 6.1k | 163.79 |
|
| At&t (T) | 0.4 | $990k | -9% | 61k | 16.23 |
|
| Quanta Services (PWR) | 0.4 | $988k | +8% | 4.9k | 202.47 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $983k | -31% | 12k | 83.62 |
|
| International Paper Company (IP) | 0.4 | $979k | +2% | 26k | 37.82 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $963k | -3% | 21k | 45.14 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $956k | -9% | 6.2k | 155.39 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.3 | $951k | 36k | 26.52 |
|
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.3 | $942k | +8% | 21k | 44.81 |
|
| Entergy Corporation (ETR) | 0.3 | $942k | +2% | 9.2k | 102.47 |
|
| Starbucks Corporation (SBUX) | 0.3 | $928k | -23% | 10k | 92.94 |
|
| General Mills (GIS) | 0.3 | $911k | 14k | 63.06 |
|
|
| International Business Machines (IBM) | 0.3 | $911k | +4% | 5.6k | 162.16 |
|
| Nextera Energy (NEE) | 0.3 | $898k | +25% | 15k | 60.72 |
|
| Wisdomtree Tr Us Hgh Yld Corp (WFHY) | 0.3 | $895k | +3% | 20k | 45.40 |
|
| Amgen (AMGN) | 0.3 | $887k | +21% | 2.9k | 303.10 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $881k | +9% | 21k | 42.82 |
|
| Zoetis Cl A (ZTS) | 0.3 | $880k | -2% | 4.5k | 196.71 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $855k | 9.0k | 94.71 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $852k | 3.6k | 237.05 |
|
|
| Citizens Financial (CFG) | 0.3 | $848k | 26k | 32.61 |
|
|
| Emerson Electric (EMR) | 0.3 | $826k | 8.7k | 94.80 |
|
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.3 | $825k | +69% | 18k | 45.73 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $804k | -12% | 16k | 51.33 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $783k | -4% | 6.3k | 124.15 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $782k | +48% | 1.8k | 430.08 |
|
| EOG Resources (EOG) | 0.3 | $777k | +2% | 6.8k | 114.98 |
|
| Sempra Energy (SRE) | 0.3 | $769k | 10k | 74.84 |
|
|
| Realty Income (O) | 0.3 | $754k | 13k | 59.27 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.3 | $750k | -9% | 14k | 52.09 |
|
| Sonoco Products Company (SON) | 0.3 | $745k | 13k | 57.49 |
|
|
| Tesla Motors (TSLA) | 0.3 | $743k | +164% | 3.3k | 227.22 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $742k | +7% | 5.2k | 143.68 |
|
| Cisco Systems (CSCO) | 0.3 | $738k | +4% | 15k | 50.44 |
|
| S&p Global (SPGI) | 0.3 | $733k | 1.7k | 434.19 |
|
|
| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.3 | $727k | 21k | 34.98 |
|
|
| Philip Morris International (PM) | 0.3 | $726k | 7.6k | 95.15 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $724k | +10% | 6.3k | 114.58 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $718k | 1.5k | 467.34 |
|
|
| Peakstone Realty Trust Common Shares (PKST) | 0.3 | $715k | 44k | 16.10 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $700k | -2% | 36k | 19.60 |
|
| Altria (MO) | 0.2 | $691k | +3% | 17k | 41.60 |
|
| American Water Works (AWK) | 0.2 | $690k | +2% | 5.2k | 131.53 |
|
| FirstEnergy (FE) | 0.2 | $689k | +2% | 18k | 38.02 |
|
| Dominion Resources (D) | 0.2 | $682k | -10% | 15k | 47.11 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $682k | -8% | 8.4k | 80.94 |
|
| Genuine Parts Company (GPC) | 0.2 | $667k | -6% | 4.8k | 138.43 |
|
| Nike CL B (NKE) | 0.2 | $661k | -4% | 6.2k | 105.90 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $660k | 20k | 32.50 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $647k | 12k | 56.46 |
|
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $638k | +176% | 10k | 62.87 |
|
| Wisdomtree Tr Mortgage Plus Bd (MTGP) | 0.2 | $633k | +52% | 14k | 43.80 |
|
| Eversource Energy (ES) | 0.2 | $627k | -3% | 11k | 57.12 |
|
| Equinix (EQIX) | 0.2 | $625k | 780.00 | 801.04 |
|
|
| salesforce (CRM) | 0.2 | $625k | NEW | 2.3k | 271.38 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $620k | -2% | 13k | 48.75 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $614k | +20% | 16k | 39.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $613k | +13% | 13k | 47.40 |
|
| Linde SHS (LIN) | 0.2 | $598k | +16% | 1.5k | 405.96 |
|
| Cme (CME) | 0.2 | $595k | -2% | 3.0k | 196.40 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $574k | +11% | 5.3k | 107.33 |
|
| NiSource (NI) | 0.2 | $568k | +5% | 21k | 26.50 |
|
| Prologis (PLD) | 0.2 | $557k | -2% | 4.2k | 131.32 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $534k | 16k | 33.67 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $531k | -23% | 5.1k | 105.08 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $530k | +48% | 1.1k | 462.64 |
|
| Ford Motor Company (F) | 0.2 | $520k | 44k | 11.71 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.2 | $519k | +11% | 14k | 38.27 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.2 | $511k | NEW | 14k | 36.68 |
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.2 | $502k | -64% | 12k | 42.45 |
|
| American Tower Reit (AMT) | 0.2 | $499k | +47% | 2.4k | 207.65 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $478k | +6% | 12k | 39.02 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $469k | -6% | 6.7k | 69.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $466k | NEW | 2.4k | 193.55 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $466k | 9.9k | 47.01 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $465k | NEW | 4.1k | 113.50 |
|
| Public Service Enterprise (PEG) | 0.2 | $451k | +33% | 7.5k | 60.31 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $451k | -8% | 14k | 31.51 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $448k | +4% | 4.5k | 98.67 |
|
| National Retail Properties (NNN) | 0.2 | $432k | 10k | 43.15 |
|
|
| Citigroup Com New (C) | 0.2 | $430k | +4% | 8.3k | 52.08 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $422k | -18% | 5.8k | 73.31 |
|
| Principal Financial (PFG) | 0.1 | $410k | +11% | 5.2k | 78.97 |
|
| Unum (UNM) | 0.1 | $397k | 8.8k | 45.26 |
|
|
| Pfizer (PFE) | 0.1 | $396k | +3% | 14k | 28.40 |
|
| Hp (HPQ) | 0.1 | $393k | 13k | 30.00 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $392k | +38% | 7.9k | 49.63 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $391k | +29% | 1.3k | 297.42 |
|
| DTE Energy Company (DTE) | 0.1 | $382k | +16% | 3.5k | 108.02 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $371k | NEW | 9.9k | 37.34 |
|
| Johnson & Johnson (JNJ) | 0.1 | $358k | +3% | 2.2k | 161.15 |
|
| Franklin Resources (BEN) | 0.1 | $356k | +5% | 12k | 28.80 |
|
| Wisdomtree Tr Us Esg Fund | 0.1 | $340k | -17% | 6.9k | 49.41 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 0.1 | $340k | +8% | 4.9k | 68.71 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $339k | -3% | 4.9k | 69.71 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $339k | -53% | 12k | 27.97 |
|
| Wendy's/arby's Group (WEN) | 0.1 | $335k | -2% | 17k | 19.44 |
|
| Regions Financial Corporation (RF) | 0.1 | $328k | +22% | 18k | 18.57 |
|
| Fortinet (FTNT) | 0.1 | $321k | -25% | 5.2k | 62.25 |
|
| Synopsys (SNPS) | 0.1 | $315k | -4% | 631.00 | 498.46 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $310k | NEW | 1.6k | 192.86 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $310k | -35% | 14k | 22.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $310k | NEW | 4.1k | 76.06 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $303k | 8.3k | 36.45 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $299k | -2% | 682.00 | 437.79 |
|
| Wec Energy Group (WEC) | 0.1 | $291k | NEW | 3.5k | 82.12 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $285k | 2.4k | 116.46 |
|
|
| CSX Corporation (CSX) | 0.1 | $262k | NEW | 7.6k | 34.57 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $254k | NEW | 5.2k | 48.80 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $254k | NEW | 4.8k | 52.47 |
|
| Netflix (NFLX) | 0.1 | $244k | 495.00 | 492.23 |
|
|
| Whirlpool Corporation (WHR) | 0.1 | $243k | -2% | 2.0k | 120.36 |
|
| Paccar (PCAR) | 0.1 | $240k | NEW | 2.5k | 94.59 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $234k | NEW | 2.0k | 117.09 |
|
| ConocoPhillips (COP) | 0.1 | $228k | -8% | 2.1k | 111.00 |
|
| Wisdomtree Tr Intl Esg Fund | 0.1 | $228k | -16% | 7.7k | 29.39 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $221k | NEW | 5.5k | 40.22 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $218k | -10% | 2.4k | 91.37 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $218k | NEW | 1.8k | 119.92 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $217k | NEW | 9.4k | 23.15 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $215k | -11% | 4.2k | 51.63 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $201k | -8% | 865.00 | 232.00 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $200k | 909.00 | 220.37 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $103k | 17k | 5.99 |
|
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $34k | 25k | 1.34 |
|
Past Filings by My Legacy Advisors
SEC 13F filings are viewable for My Legacy Advisors going back to 2022
- 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