Family Legacy

Family Legacy as of Dec. 31, 2022

Portfolio Holdings for Family Legacy

Family Legacy holds 109 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.0 $6.9M 48k 141.86
Microsoft Corporation (MSFT) 2.5 $5.8M 24k 240.61
Johnson & Johnson (JNJ) 2.3 $5.2M 31k 169.51
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.3 $5.2M 288k 17.94
Arthur J. Gallagher & Co. (AJG) 2.2 $5.0M 25k 197.15
Coca-Cola Company (KO) 2.2 $5.0M 82k 60.93
Caterpillar (CAT) 2.2 $4.9M 19k 258.44
Duke Energy Corp Com New (DUK) 2.1 $4.8M 48k 101.42
Home Depot (HD) 2.1 $4.8M 15k 317.27
Lowe's Companies (LOW) 2.1 $4.8M 23k 206.11
Vulcan Materials Company (VMC) 2.0 $4.7M 26k 178.67
JPMorgan Chase & Co. (JPM) 2.0 $4.6M 33k 139.12
Merck & Co (MRK) 1.7 $3.9M 36k 108.59
Visa Com Cl A (V) 1.7 $3.8M 17k 224.90
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $3.8M 18k 215.87
Eli Lilly & Co. (LLY) 1.7 $3.8M 11k 349.72
UnitedHealth (UNH) 1.6 $3.8M 7.6k 492.50
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $3.7M 49k 76.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $3.7M 114k 32.40
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.6 $3.6M 130k 27.94
Procter & Gamble Company (PG) 1.6 $3.6M 25k 141.72
Ishares Tr Core Div Grwth (DGRO) 1.6 $3.6M 71k 50.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $3.5M 8.8k 400.35
Lockheed Martin Corporation (LMT) 1.5 $3.5M 7.7k 454.14
Amgen (AMGN) 1.5 $3.5M 14k 256.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $3.5M 12k 287.73
Costco Wholesale Corporation (COST) 1.5 $3.4M 6.9k 490.85
Wal-Mart Stores (WMT) 1.5 $3.3M 23k 142.34
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.3M 35k 95.22
Applied Materials (AMAT) 1.4 $3.2M 28k 113.95
Starbucks Corporation (SBUX) 1.4 $3.1M 29k 106.98
Deere & Company (DE) 1.4 $3.1M 7.6k 413.66
Anthem (ELV) 1.4 $3.1M 6.3k 495.56
Oracle Corporation (ORCL) 1.4 $3.1M 35k 89.64
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $2.9M 33k 88.35
Amazon (AMZN) 1.1 $2.6M 27k 97.18
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.1 $2.6M 45k 57.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $2.6M 28k 92.41
Southern Company (SO) 1.1 $2.5M 37k 67.26
Pepsi (PEP) 1.1 $2.5M 14k 171.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.4M 31k 76.23
Northrop Grumman Corporation (NOC) 1.0 $2.4M 5.1k 463.29
Boeing Company (BA) 1.0 $2.3M 11k 212.67
CSX Corporation (CSX) 0.9 $2.1M 69k 31.05
General Dynamics Corporation (GD) 0.9 $2.1M 9.3k 226.88
Activision Blizzard 0.9 $2.0M 27k 74.64
Cigna Corp (CI) 0.9 $2.0M 6.4k 313.60
Prologis (PLD) 0.9 $2.0M 16k 125.69
Waste Management (WM) 0.9 $2.0M 13k 153.11
Rio Tinto Sponsored Adr (RIO) 0.9 $1.9M 24k 79.88
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $1.9M 23k 83.27
Medical Properties Trust (MPW) 0.8 $1.8M 149k 12.39
Bank of America Corporation (BAC) 0.8 $1.8M 52k 34.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.7M 10k 168.73
Toronto Dominion Bk Ont Com New (TD) 0.7 $1.7M 25k 67.32
Union Pacific Corporation (UNP) 0.7 $1.7M 8.4k 200.12
Walt Disney Company (DIS) 0.7 $1.6M 15k 108.12
Abbvie (ABBV) 0.7 $1.6M 11k 147.79
Chubb (CB) 0.7 $1.6M 7.0k 229.78
Cisco Systems (CSCO) 0.7 $1.6M 33k 47.98
Pfizer (PFE) 0.7 $1.5M 34k 45.07
CVS Caremark Corporation (CVS) 0.7 $1.5M 17k 85.75
Norfolk Southern (NSC) 0.6 $1.5M 6.1k 242.99
McDonald's Corporation (MCD) 0.6 $1.3M 4.8k 272.99
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.3M 12k 112.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.3M 4.2k 311.90
TransDigm Group Incorporated (TDG) 0.6 $1.3M 1.8k 700.50
Danaher Corporation (DHR) 0.5 $1.3M 4.8k 262.95
General Electric Com New (GE) 0.5 $1.1M 14k 80.79
Thermo Fisher Scientific (TMO) 0.5 $1.1M 1.9k 575.32
Lamb Weston Hldgs (LW) 0.5 $1.1M 11k 97.76
Paypal Holdings (PYPL) 0.5 $1.0M 13k 79.10
United Cmnty Bks Ga Cap Stk (UCB) 0.4 $980k 31k 31.80
ConAgra Foods (CAG) 0.4 $979k 26k 37.14
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $943k 2.00 471657.50
Abbott Laboratories (ABT) 0.4 $933k 8.4k 111.00
American Electric Power Company (AEP) 0.4 $890k 9.6k 92.35
Capital One Financial (COF) 0.4 $858k 7.4k 116.09
Public Storage (PSA) 0.4 $851k 2.9k 292.29
Mastercard Incorporated Cl A (MA) 0.4 $823k 2.2k 382.42
National Health Investors (NHI) 0.4 $803k 14k 56.37
Mondelez Intl Cl A (MDLZ) 0.3 $762k 12k 65.00
Intuit (INTU) 0.3 $737k 1.8k 401.96
Dollar General (DG) 0.3 $731k 3.1k 238.44
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $674k 25k 26.99
Wp Carey (WPC) 0.3 $669k 7.9k 84.64
United Parcel Service CL B (UPS) 0.3 $628k 3.5k 177.46
Realty Income (O) 0.3 $626k 9.3k 67.31
American Water Works (AWK) 0.3 $590k 3.8k 155.51
Wells Fargo & Company (WFC) 0.3 $580k 13k 45.34
Robert Half International (RHI) 0.2 $510k 6.5k 78.88
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $479k 10k 46.67
Rentokil Initial Sponsored Adr (RTO) 0.2 $465k 15k 31.20
Medtronic SHS (MDT) 0.2 $459k 5.7k 81.19
General Motors Company (GM) 0.2 $456k 13k 36.32
Charles Schwab Corporation (SCHW) 0.2 $425k 5.4k 79.21
Electronic Arts (EA) 0.2 $418k 3.3k 127.56
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $413k 8.6k 48.07
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $391k 5.7k 68.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $372k 2.9k 127.46
Southwest Airlines (LUV) 0.1 $329k 8.9k 36.87
Truist Financial Corp equities (TFC) 0.1 $326k 6.7k 48.78
Novartis Sponsored Adr (NVS) 0.1 $302k 3.3k 92.81
Citigroup Com New (C) 0.1 $295k 5.7k 51.90
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $292k 2.6k 111.62
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $262k 5.8k 45.39
FedEx Corporation (FDX) 0.1 $262k 1.4k 187.83
GSK Sponsored Adr (GSK) 0.1 $225k 6.4k 35.17
Paychex (PAYX) 0.1 $210k 1.8k 115.62