Family Legacy Financial Solutions

Family Legacy Financial Solutions as of June 30, 2025

Portfolio Holdings for Family Legacy Financial Solutions

Family Legacy Financial Solutions holds 246 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
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 16.1 $19M 377k 50.31
Schwab U.s. Large-cap Etf Etf (SCHX) 8.7 $10M 419k 24.44
Advanced Micro Devices Stock (AMD) 7.2 $8.5M 60k 141.90
Eli Lilly & Co Stock (LLY) 5.7 $6.7M 8.6k 779.54
Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC) 5.6 $6.6M 182k 36.44
Schwab U.s. Mid-cap Etf Etf (SCHM) 4.6 $5.4M 192k 28.05
Revvity Stock (RVTY) 4.5 $5.4M 54k 98.70
Danaher Corporation Stock (DHR) 4.4 $5.2M 26k 197.54
Schwab U.s. Small-cap Etf Etf (SCHA) 4.1 $4.8M 190k 25.30
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 3.7 $4.4M 43k 102.91
Stryker Corp Stock (SYK) 3.6 $4.3M 11k 391.39
Palo Alto Networks Stock (PANW) 1.8 $2.1M 10k 204.66
Nvidia Corporation Stock (NVDA) 1.7 $2.0M 13k 157.99
Sap Se Ordf Stock (SAP) 1.5 $1.8M 5.8k 303.41
Schwab International Equity Etf Etf (SCHF) 1.5 $1.7M 78k 22.10
Marvell Technology Stock (MRVL) 1.4 $1.6M 21k 77.40
Waste Mgmt Inc Del Stock (WM) 1.3 $1.6M 6.8k 228.83
Doximity Inc Cl A Stock (DOCS) 1.2 $1.5M 24k 61.34
Carrier Global Corporation Stock (CARR) 1.1 $1.3M 18k 73.19
Spdr S&p 500 Etf Trust Etf (SPY) 1.1 $1.3M 2.0k 617.91
Microsoft Corp Stock (MSFT) 1.0 $1.2M 2.5k 497.54
Ishares Tips Bond Etf Etf (TIP) 1.0 $1.2M 11k 110.05
Veralto Corp Stock (VLTO) 1.0 $1.1M 11k 100.95
Costco Whsl Corp Stock (COST) 1.0 $1.1M 1.1k 990.78
Linde Stock (LIN) 0.8 $987k 2.1k 469.24
Skyworks Solutions Stock (SWKS) 0.8 $904k 12k 76.66
Analog Devices Stock (ADI) 0.7 $828k 3.4k 241.85
Cummins Stock (CMI) 0.6 $717k 2.2k 327.65
Apple Stock (AAPL) 0.6 $700k 3.4k 205.17
Dover Corp Stock (DOV) 0.5 $611k 3.3k 183.23
Fortive Corp Disc Stock (FTV) 0.5 $608k 12k 52.84
Ford Mtr Stock (F) 0.5 $535k 49k 10.85
Lockheed Martin Corp Stock (LMT) 0.4 $486k 1.0k 463.15
Tesla Stock (TSLA) 0.4 $484k 1.5k 317.66
Johnson & Johnson Stock (JNJ) 0.4 $423k 2.8k 152.79
Dominion Energy Stock (D) 0.4 $419k 7.4k 56.53
Consolidated Edison Stock (ED) 0.3 $412k 4.1k 100.37
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $380k 2.5k 150.40
Salesforce Stock (CRM) 0.3 $347k 1.3k 272.80
Abbott Labs Stock (ABT) 0.3 $331k 2.4k 136.01
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $321k 659.00 486.29
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $319k 514.00 621.09
Amazon Stock (AMZN) 0.3 $316k 1.4k 219.39
Meta Platforms Inc Cl A Stock (META) 0.3 $302k 408.00 738.88
Duke Energy Corp Stock (DUK) 0.3 $300k 2.5k 118.01
Abbvie Stock (ABBV) 0.2 $291k 1.6k 185.67
Pepsico Stock (PEP) 0.2 $255k 1.9k 132.06
Schwab U.s. Reit Etf Etf (SCHH) 0.2 $246k 12k 21.16
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.2 $226k 7.5k 30.14
Universal Health Svcs Inclass B Stock (UHS) 0.2 $221k 1.2k 181.88
Hologic Stock (HOLX) 0.2 $211k 3.3k 64.38
Garmin Stock (GRMN) 0.2 $201k 962.00 208.77
Builders Firstsource Stock (BLDR) 0.2 $187k 1.6k 116.69
Ralliant Corp Stock (RAL) 0.2 $178k 3.8k 46.39
Bio-techne Corp Stock (TECH) 0.1 $173k 3.4k 51.49
Devon Energy Corp Stock (DVN) 0.1 $162k 5.1k 31.81
Ferrari N V Stock (RACE) 0.1 $145k 296.00 490.74
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $145k 1.8k 78.74
Chipotle Mexican Grill Stock (CMG) 0.1 $140k 2.5k 56.15
Vanguard S&p 500 Etf Etf (VOO) 0.1 $132k 233.00 568.39
Defiance Large Cap Ex-mag 7 Etf Etf (XMAG) 0.1 $131k 6.2k 21.21
Ishares Russell 2000 Etf Etf (IWM) 0.1 $129k 597.00 216.08
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $129k 1.0k 128.45
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $124k 407.00 304.26
Reddit Inc Cl A Stock (RDDT) 0.1 $121k 800.00 150.57
Servicenow Stock (NOW) 0.1 $116k 113.00 1028.08
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $115k 849.00 134.84
Spdr Gold Shares Etf (GLD) 0.1 $112k 366.00 304.83
C3 Ai Inc Cl A Stock (AI) 0.1 $103k 4.2k 24.57
Dexcom Stock (DXCM) 0.1 $100k 1.1k 87.29
Arm Holdings Adr (ARM) 0.1 $97k 600.00 161.74
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $94k 1.0k 93.99
Becton Dickinson & Co Stock (BDX) 0.1 $93k 533.00 173.53
Radnet Stock (RDNT) 0.1 $85k 1.5k 56.91
Vanguard Small-cap Etf Etf (VB) 0.1 $80k 339.00 237.24
Vontier Corp Stock 0.1 $80k 2.1k 37.89
Adobe Stock (ADBE) 0.1 $80k 211.00 376.80
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.1 $79k 838.00 93.81
Lumentum Hldgs Stock (LITE) 0.1 $76k 834.00 91.30
Northrop Grumman Corp Stock (NOC) 0.1 $75k 150.00 499.98
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.1 $72k 908.00 79.59
Biocryst Pharmaceuticals Stock (BCRX) 0.1 $72k 8.0k 8.96
Charles Riv Laboratories Stock (CRL) 0.1 $71k 459.00 154.09
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $68k 2.6k 26.50
Chevron Corp Stock (CVX) 0.1 $66k 460.00 143.35
Delta Air Lines Inc Del Stock (DAL) 0.1 $64k 1.3k 49.22
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $63k 249.00 253.80
Oracle Corp Stock (ORCL) 0.1 $60k 275.00 218.63
Ishares U.s. Telecommunications Etf Etf (IYZ) 0.0 $56k 1.9k 29.80
Cisco Sys Stock (CSCO) 0.0 $51k 739.00 69.38
Touchstone Ultra Short Income Etf Etf (TUSI) 0.0 $51k 2.0k 25.33
Vanguard Mid-cap Etf Etf (VO) 0.0 $47k 166.00 280.01
M & T Bk Corp Stock (MTB) 0.0 $46k 236.00 193.99
Coca Cola Stock (KO) 0.0 $46k 643.00 70.82
Viavi Solutions Stock (VIAV) 0.0 $43k 4.2k 10.27
Capital One Finl Corp Stock (COF) 0.0 $42k 195.00 213.42
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $40k 456.00 87.91
Wells Fargo Stock (WFC) 0.0 $40k 500.00 80.12
Samsara Inc Com Cl A Stock (IOT) 0.0 $40k 1.0k 39.78
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $35k 422.00 83.59
Exelixis Stock (EXEL) 0.0 $33k 760.00 43.88
Mcdonalds Corp Stock (MCD) 0.0 $32k 111.00 292.16
Caterpillar Stock (CAT) 0.0 $32k 81.00 392.11
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $31k 230.00 136.32
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $28k 63.00 447.10
Visa Inc Com Cl A Stock (V) 0.0 $28k 78.00 356.24
Strive U.s. Energy Etf Etf (DRLL) 0.0 $28k 1.0k 27.14
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.0 $27k 242.00 111.92
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) 0.0 $27k 700.00 38.01
Mastercard Incorporated Cl A Stock (MA) 0.0 $26k 46.00 562.09
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $25k 220.00 115.35
Huntington Bancshares Stock (HBAN) 0.0 $25k 1.5k 16.76
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $25k 1.9k 13.11
Pnc Finl Svcs Group Stock (PNC) 0.0 $24k 131.00 186.42
Starbucks Corp Stock (SBUX) 0.0 $24k 262.00 91.76
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $24k 100.00 240.32
Wingstop Stock (WING) 0.0 $24k 70.00 337.86
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $23k 243.00 94.63
Fedex Corp Stock (FDX) 0.0 $23k 100.00 227.31
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $21k 119.00 178.41
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $20k 40.00 509.30
Bank America Corp Stock (BAC) 0.0 $20k 430.00 47.32
Etsy Stock (ETSY) 0.0 $20k 395.00 50.16
Grayscale Ethereum Trust Etf Etf (ETHE) 0.0 $19k 890.00 20.86
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $18k 650.00 27.67
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $18k 100.00 177.26
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $17k 352.00 49.46
Bhp Group Adr (BHP) 0.0 $16k 334.00 48.10
Walmart Stock (WMT) 0.0 $16k 162.00 97.78
Morgan Stanley Stock (MS) 0.0 $16k 111.00 141.84
Jpmorgan Chase & Co Stock (JPM) 0.0 $16k 54.00 289.91
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $15k 181.00 81.26
Exxon Mobil Corp Stock (XOM) 0.0 $14k 131.00 108.29
Home Depot Stock (HD) 0.0 $14k 38.00 370.82
The Trade Desk Inc Com Cl A Stock (TTD) 0.0 $14k 190.00 71.99
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $14k 120.00 113.21
Coreweave Inc Com Cl A Stock (CRWV) 0.0 $12k 75.00 163.05
Uipath Inc Cl A Stock (PATH) 0.0 $12k 950.00 12.80
Phillips 66 Stock (PSX) 0.0 $12k 100.00 119.30
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $12k 34.00 350.47
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $12k 207.00 57.01
Cnx Res Corp Stock (CNX) 0.0 $12k 347.00 33.68
Mp Materials Corp Com Cl A Stock (MP) 0.0 $12k 350.00 33.27
Qualcomm Stock (QCOM) 0.0 $12k 72.00 159.26
Paypal Hldgs Stock (PYPL) 0.0 $11k 145.00 74.32
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $11k 19.00 552.68
Disney Walt Stock (DIS) 0.0 $11k 84.00 124.89
Kenvue Stock (KVUE) 0.0 $9.5k 453.00 20.95
Packaging Corp Amer Stock (PKG) 0.0 $9.4k 50.00 188.44
General Mtrs Stock (GM) 0.0 $9.0k 183.00 49.36
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.0 $8.5k 200.00 42.55
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $8.5k 63.00 135.03
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.0 $8.4k 119.00 70.76
Spdr S&p Dividend Etf Etf (SDY) 0.0 $8.4k 62.00 135.73
Ppl Corp Stock (PPL) 0.0 $8.3k 245.00 33.89
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $8.2k 74.00 111.18
Kellanova Stock (K) 0.0 $8.0k 100.00 79.53
Emerson Elec Stock (EMR) 0.0 $7.6k 57.00 133.32
Vanguard Extended Market Etf Etf (VXF) 0.0 $7.5k 39.00 192.69
Ishares Preferred & Income Securities Etf Etf (PFF) 0.0 $7.4k 242.00 30.68
First Trust Small Cap Growth Alphadex Fund Etf (FYC) 0.0 $7.4k 92.00 80.13
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $7.3k 84.00 87.21
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $7.3k 75.00 97.27
Chubb Stock (CB) 0.0 $6.1k 21.00 289.71
Cava Group Stock (CAVA) 0.0 $5.5k 65.00 84.22
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $5.5k 81.00 67.46
Ishares Msci Eafe Etf Etf (EFA) 0.0 $5.4k 60.00 89.38
Global X Msci Argentina Etf Etf (ARGT) 0.0 $5.1k 60.00 84.72
Procter And Gamble Stock (PG) 0.0 $4.9k 30.00 163.23
Helix Energy Solutions Grp Stock (HLX) 0.0 $4.9k 781.00 6.24
Sea Ltd Sponsord Ads Adr (SE) 0.0 $4.8k 30.00 159.93
Jpmorgan Betabuilders International Equity Etf Etf (BBIN) 0.0 $4.8k 71.00 67.49
Stantec Stock (STN) 0.0 $4.6k 42.00 108.67
Ge Vernova Stock (GEV) 0.0 $4.2k 8.00 529.12
Okta Inc Cl A Stock (OKTA) 0.0 $4.1k 41.00 99.95
Ppg Inds Stock (PPG) 0.0 $3.9k 34.00 115.29
Nucor Corp Stock (NUE) 0.0 $3.8k 29.00 129.52
Soundhound Ai Inc Class A Stock (SOUN) 0.0 $3.7k 349.00 10.73
Cal Maine Foods Stock (CALM) 0.0 $3.7k 37.00 100.22
Vaneck Semiconductor Etf Etf (SMH) 0.0 $3.6k 13.00 280.00
Norfolk Southn Corp Stock (NSC) 0.0 $3.6k 14.00 255.93
Kinder Morgan Inc Del Stock (KMI) 0.0 $3.2k 109.00 29.39
Corteva Stock (CTVA) 0.0 $3.1k 42.00 74.52
Colgate Palmolive Stock (CL) 0.0 $3.1k 34.00 91.74
Schwab Charles Corp Stock (SCHW) 0.0 $2.9k 32.00 91.22
Dupont De Nemours Stock (DD) 0.0 $2.9k 42.00 68.57
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $2.8k 5.00 567.80
Us Bancorp Del Stock (USB) 0.0 $2.8k 61.00 45.77
Rivian Automotive Inc Com Cl A Stock (RIVN) 0.0 $2.7k 200.00 13.74
Lowes Cos Stock (LOW) 0.0 $2.7k 12.00 221.83
Kimberly-clark Corp Stock (KMB) 0.0 $2.6k 20.00 129.30
Expand Energy Corporation Stock (EXE) 0.0 $2.6k 22.00 117.05
Honeywell Intl Stock (HON) 0.0 $2.6k 11.00 232.82
Sysco Corp Stock (SYY) 0.0 $2.5k 33.00 77.09
Deere & Co Stock (DE) 0.0 $2.5k 5.00 508.40
Te Connectivity Plc Ord Stock (TEL) 0.0 $2.5k 15.00 168.67
Occidental Pete Corp Stock (OXY) 0.0 $2.5k 60.00 42.00
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $2.5k 75.00 32.73
Unity Software Stock (U) 0.0 $2.4k 100.00 24.20
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $2.3k 39.00 57.72
Rigetti Computing Stock (RGTI) 0.0 $2.1k 180.00 11.86
Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.0 $2.1k 87.00 23.71
Constellation Brands Inc Cl A Stock (STZ) 0.0 $2.0k 12.00 167.75
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $2.0k 39.00 51.44
Sangamo Therapeutics Stock (SGMO) 0.0 $2.0k 3.8k 0.52
Merck & Co Stock (MRK) 0.0 $1.9k 24.00 79.12
Bristol-myers Squibb Stock (BMY) 0.0 $1.9k 41.00 46.27
Lamb Weston Hldgs Stock (LW) 0.0 $1.7k 33.00 51.85
Block Inc Cl A Stock (XYZ) 0.0 $1.7k 25.00 67.92
Wp Carey Reit (WPC) 0.0 $1.6k 26.00 62.35
Docusign Stock (DOCU) 0.0 $1.6k 20.00 77.85
Eog Res Stock (EOG) 0.0 $1.6k 13.00 119.54
Draftkings Inc New Com Cl A Stock (DKNG) 0.0 $1.5k 35.00 42.89
Jpmorgan Betabuilders Usd High Yield Corporate Bond Etf Etf (BBHY) 0.0 $1.5k 32.00 46.62
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $1.4k 14.00 101.57
American Finl Group Inc Ohio Stock (AFG) 0.0 $1.4k 11.00 127.09
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.0 $1.4k 56.00 24.84
Bloom Energy Corp Com Cl A Stock (BE) 0.0 $1.2k 52.00 23.90
Perella Weinberg Partners Class A Stock (PWP) 0.0 $1.2k 64.00 19.41
Pfizer Stock (PFE) 0.0 $1.0k 42.00 24.36
Ardmore Shipping Corp Stock (ASC) 0.0 $960.000000 100.00 9.60
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $848.000000 10.00 84.80
Marketaxess Hldgs Stock (MKTX) 0.0 $713.000100 3.00 237.67
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $673.000700 23.00 29.26
Ionq Stock (IONQ) 0.0 $643.999500 15.00 42.93
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.0 $630.999200 17.00 37.12
Kura Oncology Stock (KURA) 0.0 $577.000000 100.00 5.77
Hubspot Stock (HUBS) 0.0 $556.000000 1.00 556.00
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $526.999000 22.00 23.95
American Elec Pwr Stock (AEP) 0.0 $518.000000 5.00 103.60
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $428.000300 7.00 61.14
Patterson-uti Energy Stock (PTEN) 0.0 $416.997000 70.00 5.96
Dicks Sporting Goods Stock (DKS) 0.0 $411.000000 2.00 205.50
Cvs Health Corp Stock (CVS) 0.0 $234.000000 3.00 78.00
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 0.0 $226.000000 10.00 22.60
Enphase Energy Stock (ENPH) 0.0 $198.000000 5.00 39.60
Columbia Seligm Prem Tech Grw Cef (STK) 0.0 $160.000000 5.00 32.00
At&t Stock (T) 0.0 $135.000000 4.00 33.75
Wolfspeed Stock 0.0 $99.000000 250.00 0.40
Grayscale Bitcoin Mini Trust Etf Etf (BTC) 0.0 $95.000000 2.00 47.50
Lovesac Company Stock (LOVE) 0.0 $54.000000 3.00 18.00
Lumen Technologies Stock (LUMN) 0.0 $51.999600 12.00 4.33
Lucid Group Stock 0.0 $48.001000 23.00 2.09
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $20.000000 1.00 20.00
Aurora Cannabis Stock (ACB) 0.0 $12.000000 3.00 4.00
Southwest Airls Stock (LUV) 0.0 $0 0 0.00