Family Legacy

Family Legacy as of March 31, 2023

Portfolio Holdings for Family Legacy

Family Legacy holds 111 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 3.5 $8.1M 49k 164.90
Microsoft Corporation (MSFT) 3.0 $7.1M 25k 288.30
Coca-Cola Company (KO) 2.2 $5.1M 83k 62.03
Arthur J. Gallagher & Co. (AJG) 2.1 $5.0M 26k 191.31
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.1 $4.9M 305k 15.96
Johnson & Johnson (JNJ) 2.1 $4.8M 31k 155.00
Lowe's Companies (LOW) 2.0 $4.8M 24k 199.97
Duke Energy Corp Com New (DUK) 2.0 $4.7M 49k 96.47
Home Depot (HD) 2.0 $4.6M 16k 295.13
Vulcan Materials Company (VMC) 2.0 $4.6M 27k 171.56
Caterpillar (CAT) 1.9 $4.5M 20k 228.84
JPMorgan Chase & Co. (JPM) 1.9 $4.4M 34k 130.31
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $4.0M 53k 76.74
Visa Com Cl A (V) 1.7 $3.9M 18k 225.46
Procter & Gamble Company (PG) 1.7 $3.9M 26k 148.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.9M 12k 320.93
Merck & Co (MRK) 1.6 $3.8M 36k 106.39
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.6 $3.8M 136k 28.02
UnitedHealth (UNH) 1.6 $3.8M 8.0k 472.59
Lockheed Martin Corporation (LMT) 1.6 $3.8M 8.0k 472.71
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $3.8M 118k 32.12
Eli Lilly & Co. (LLY) 1.6 $3.8M 11k 343.42
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $3.8M 18k 210.92
Alphabet Cap Stk Cl A (GOOGL) 1.6 $3.7M 36k 103.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $3.6M 8.9k 409.40
Applied Materials (AMAT) 1.5 $3.6M 29k 122.83
Ishares Tr Core Div Grwth (DGRO) 1.5 $3.6M 71k 49.99
Costco Wholesale Corporation (COST) 1.5 $3.5M 7.1k 496.84
Wal-Mart Stores (WMT) 1.5 $3.5M 24k 147.45
Amgen (AMGN) 1.4 $3.3M 14k 241.75
Oracle Corporation (ORCL) 1.4 $3.2M 35k 92.92
Deere & Company (DE) 1.4 $3.2M 7.8k 412.90
Starbucks Corporation (SBUX) 1.3 $3.1M 30k 104.13
Anthem (ELV) 1.3 $3.0M 6.5k 459.78
Amazon (AMZN) 1.3 $2.9M 28k 103.29
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $2.7M 33k 83.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $2.7M 29k 93.02
Pepsi (PEP) 1.1 $2.7M 15k 182.30
Southern Company (SO) 1.1 $2.6M 38k 69.58
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.1 $2.6M 45k 57.56
Northrop Grumman Corporation (NOC) 1.1 $2.5M 5.4k 461.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.0 $2.4M 32k 76.49
Boeing Company (BA) 1.0 $2.4M 11k 212.42
Activision Blizzard 1.0 $2.4M 28k 85.59
Waste Management (WM) 1.0 $2.2M 14k 163.17
General Dynamics Corporation (GD) 0.9 $2.1M 9.3k 228.21
CSX Corporation (CSX) 0.9 $2.1M 70k 29.94
Prologis (PLD) 0.9 $2.0M 16k 124.77
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $1.9M 23k 80.66
Rio Tinto Sponsored Adr (RIO) 0.8 $1.8M 26k 68.60
Abbvie (ABBV) 0.8 $1.8M 11k 159.37
Union Pacific Corporation (UNP) 0.7 $1.8M 8.7k 201.25
Cisco Systems (CSCO) 0.7 $1.7M 33k 52.28
Cigna Corp (CI) 0.7 $1.7M 6.6k 255.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $1.6M 10k 158.76
Walt Disney Company (DIS) 0.7 $1.6M 16k 100.13
Toronto Dominion Bk Ont Com New (TD) 0.7 $1.6M 26k 59.90
Bank of America Corporation (BAC) 0.7 $1.6M 54k 28.60
TransDigm Group Incorporated (TDG) 0.6 $1.4M 1.9k 737.05
Chubb (CB) 0.6 $1.4M 7.2k 194.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.4M 4.5k 308.77
Pfizer (PFE) 0.6 $1.4M 34k 40.80
CVS Caremark Corporation (CVS) 0.6 $1.4M 19k 74.31
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.4M 12k 115.08
McDonald's Corporation (MCD) 0.6 $1.4M 4.8k 279.60
Norfolk Southern (NSC) 0.6 $1.3M 6.2k 211.99
Medical Properties Trust (MPW) 0.6 $1.3M 159k 8.22
General Electric Com New (GE) 0.6 $1.3M 14k 95.60
Danaher Corporation (DHR) 0.5 $1.3M 5.1k 252.04
Thermo Fisher Scientific (TMO) 0.5 $1.2M 2.1k 576.37
Lamb Weston Hldgs (LW) 0.5 $1.2M 11k 104.52
Paypal Holdings (PYPL) 0.4 $1.0M 13k 75.94
ConAgra Foods (CAG) 0.4 $988k 26k 37.56
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $931k 2.00 465600.00
United Cmnty Bks Ga Cap Stk (UCB) 0.4 $918k 33k 28.12
Public Storage (PSA) 0.4 $902k 3.0k 302.14
Abbott Laboratories (ABT) 0.4 $892k 8.8k 101.26
American Electric Power Company (AEP) 0.4 $886k 9.7k 90.99
Intuit (INTU) 0.4 $886k 2.0k 445.89
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.4 $872k 33k 26.88
Mondelez Intl Cl A (MDLZ) 0.3 $818k 12k 69.72
Mastercard Incorporated Cl A (MA) 0.3 $786k 2.2k 363.44
Capital One Financial (COF) 0.3 $764k 7.9k 96.16
National Health Investors (NHI) 0.3 $728k 14k 51.58
Dollar General (DG) 0.3 $694k 3.3k 210.48
United Parcel Service CL B (UPS) 0.3 $683k 3.5k 193.99
Wp Carey (WPC) 0.3 $646k 8.3k 77.45
Realty Income (O) 0.3 $620k 9.8k 63.32
Robert Half International (RHI) 0.2 $568k 7.0k 80.57
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $558k 10k 53.61
American Water Works (AWK) 0.2 $556k 3.8k 146.49
Rentokil Initial Sponsored Adr (RTO) 0.2 $544k 15k 36.51
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $540k 6.6k 82.03
General Motors Company (GM) 0.2 $495k 14k 36.68
Wells Fargo & Company (WFC) 0.2 $479k 13k 37.38
Medtronic SHS (MDT) 0.2 $457k 5.7k 80.61
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $411k 8.6k 47.87
Electronic Arts (EA) 0.2 $398k 3.3k 120.45
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $348k 11k 32.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $342k 2.8k 123.71
FedEx Corporation (FDX) 0.1 $319k 1.4k 228.52
Charles Schwab Corporation (SCHW) 0.1 $319k 6.1k 52.38
Novartis Sponsored Adr (NVS) 0.1 $299k 3.3k 92.00
Southwest Airlines (LUV) 0.1 $291k 8.9k 32.54
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $278k 2.6k 106.20
Citigroup Com New (C) 0.1 $276k 5.9k 46.89
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $262k 5.8k 45.24
Truist Financial Corp equities (TFC) 0.1 $247k 7.2k 34.10
Paychex (PAYX) 0.1 $237k 2.1k 114.59
GSK Sponsored Adr (GSK) 0.1 $228k 6.4k 35.58
American Tower Reit (AMT) 0.1 $220k 1.1k 204.34