My Legacy Advisors

My Legacy Advisors as of Dec. 31, 2024

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 197 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Total Usd (IUSB) 4.3 $11M 247k 45.10
Ishares Tr Core S&p500 Etf (IVV) 3.8 $9.9M 17k 595.62
Apple (AAPL) 3.4 $8.8M 37k 237.87
Microsoft Corporation (MSFT) 3.2 $8.2M 19k 426.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.0 $7.7M 111k 69.72
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.7 $7.0M 88k 79.30
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.6 $6.7M 157k 42.97
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $5.2M 50k 102.91
NVIDIA Corporation (NVDA) 1.9 $4.9M 36k 136.24
Amazon (AMZN) 1.9 $4.8M 21k 223.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $4.5M 25k 179.44
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.7 $4.5M 86k 51.87
Ishares Tr National Mun Etf (MUB) 1.6 $4.1M 39k 105.93
Alphabet Cap Stk Cl A (GOOGL) 1.6 $4.0M 21k 195.55
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $3.9M 40k 97.24
Ishares Tr Eafe Value Etf (EFV) 1.4 $3.6M 69k 52.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $3.3M 147k 22.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.2 $3.2M 64k 49.79
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $2.9M 32k 89.79
Ishares Tr Mbs Etf (MBB) 1.1 $2.7M 30k 91.41
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.0 $2.7M 64k 41.90
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $2.6M 10k 261.69
UnitedHealth (UNH) 1.0 $2.6M 4.8k 543.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.5M 5.5k 458.51
JPMorgan Chase & Co. (JPM) 1.0 $2.5M 9.9k 252.34
Costco Wholesale Corporation (COST) 0.9 $2.4M 2.6k 923.50
Ishares Tr U.s. Tech Etf (IYW) 0.9 $2.3M 15k 160.16
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $2.3M 45k 51.76
Ishares Msci Emrg Chn (EMXC) 0.9 $2.3M 41k 56.03
Mastercard Incorporated Cl A (MA) 0.9 $2.2M 4.2k 522.35
Ishares Tr S&p 100 Etf (OEF) 0.9 $2.2M 7.6k 290.96
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $2.2M 11k 192.70
Visa Com Cl A (V) 0.8 $2.2M 6.9k 316.28
Home Depot (HD) 0.8 $2.2M 5.3k 406.09
Trane Technologies SHS (TT) 0.8 $2.0M 5.1k 385.55
Cintas Corporation (CTAS) 0.8 $1.9M 9.9k 195.70
Phillips Edison & Co Common Stock (PECO) 0.7 $1.7M 48k 35.46
Metropcs Communications (TMUS) 0.7 $1.7M 7.9k 214.20
Tesla Motors (TSLA) 0.6 $1.7M 3.9k 428.22
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $1.7M 32k 52.12
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.6M 12k 130.55
Wal-Mart Stores (WMT) 0.6 $1.5M 17k 91.34
TJX Companies (TJX) 0.6 $1.5M 12k 119.11
Williams Companies (WMB) 0.6 $1.4M 25k 58.01
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.4M 11k 131.79
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.4M 16k 86.76
Quanta Services (PWR) 0.5 $1.4M 4.2k 329.42
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.3M 8.2k 163.89
Thermo Fisher Scientific (TMO) 0.5 $1.3M 2.4k 551.47
McDonald's Corporation (MCD) 0.5 $1.3M 4.7k 282.30
Asml Holding N V N Y Registry Shs (ASML) 0.5 $1.3M 1.8k 726.30
Entergy Corporation (ETR) 0.5 $1.3M 16k 78.99
Meta Platforms Cl A (META) 0.5 $1.3M 2.0k 617.12
Coca-Cola Company (KO) 0.5 $1.2M 20k 61.77
Capital One Financial (COF) 0.5 $1.2M 6.4k 190.68
Walt Disney Company (DIS) 0.5 $1.2M 11k 108.18
Fifth Third Ban (FITB) 0.5 $1.2M 27k 44.00
International Paper Company (IP) 0.5 $1.2M 21k 55.66
MetLife (MET) 0.5 $1.2M 14k 84.93
Adobe Systems Incorporated (ADBE) 0.4 $1.1M 2.7k 417.28
Hca Holdings (HCA) 0.4 $1.1M 3.6k 306.25
Cincinnati Financial Corporation (CINF) 0.4 $1.1M 7.8k 141.24
American Electric Power Company (AEP) 0.4 $1.1M 11k 95.12
Citizens Financial (CFG) 0.4 $1.1M 23k 47.08
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.5k 413.80
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $1.0M 9.9k 104.29
Duke Energy Corp Com New (DUK) 0.4 $1.0M 9.7k 106.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.0M 3.5k 293.71
Chevron Corporation (CVX) 0.4 $1.0M 6.4k 158.32
At&t (T) 0.4 $1.0M 46k 21.91
Pepsi (PEP) 0.4 $1.0M 6.9k 144.78
Broadcom (AVGO) 0.4 $989k 4.3k 228.00
Verizon Communications (VZ) 0.4 $979k 26k 38.18
Nextera Energy (NEE) 0.4 $968k 14k 69.29
Abbvie (ABBV) 0.4 $917k 5.4k 171.36
Us Bancorp Del Com New (USB) 0.4 $916k 18k 50.90
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $913k 2.2k 424.26
salesforce (CRM) 0.3 $900k 2.8k 321.16
International Business Machines (IBM) 0.3 $894k 4.1k 220.03
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $889k 21k 42.75
Parker-Hannifin Corporation (PH) 0.3 $883k 1.3k 656.32
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $882k 19k 46.41
EOG Resources (EOG) 0.3 $881k 6.4k 137.06
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $863k 8.9k 97.27
Exxon Mobil Corporation (XOM) 0.3 $825k 7.4k 111.51
Amgen (AMGN) 0.3 $824k 3.1k 268.94
Altria (MO) 0.3 $824k 16k 51.04
Ishares Core Msci Emkt (IEMG) 0.3 $784k 15k 52.01
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $783k 15k 51.35
NiSource (NI) 0.3 $782k 21k 36.91
Lockheed Martin Corporation (LMT) 0.3 $782k 1.6k 483.97
Hartford Financial Services (HIG) 0.3 $769k 6.9k 111.23
Citigroup Com New (C) 0.3 $760k 9.7k 78.27
S&p Global (SPGI) 0.3 $759k 1.5k 496.52
Procter & Gamble Company (PG) 0.3 $751k 4.7k 159.64
Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $750k 9.8k 76.89
Public Service Enterprise (PEG) 0.3 $725k 8.4k 86.27
Philip Morris International (PM) 0.3 $720k 6.1k 118.51
Vanguard Index Fds Value Etf (VTV) 0.3 $716k 4.2k 172.46
Linde SHS (LIN) 0.3 $709k 1.7k 427.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $686k 8.6k 80.00
Nxp Semiconductors N V (NXPI) 0.3 $683k 3.2k 213.56
Regions Financial Corporation (RF) 0.3 $679k 28k 24.70
Sempra Energy (SRE) 0.3 $677k 8.2k 82.42
FirstEnergy (FE) 0.3 $676k 17k 39.22
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $671k 8.2k 81.91
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $670k 25k 27.23
Dominion Resources (D) 0.3 $665k 12k 53.65
Northrop Grumman Corporation (NOC) 0.3 $665k 1.4k 472.30
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $655k 6.6k 98.74
Roper Industries (ROP) 0.3 $650k 1.3k 517.96
Wec Energy Group (WEC) 0.2 $628k 6.6k 95.57
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $619k 13k 46.46
Truist Financial Corp equities (TFC) 0.2 $607k 13k 45.39
Merck & Co (MRK) 0.2 $600k 6.0k 100.09
Realty Income (O) 0.2 $593k 11k 53.17
Marsh & McLennan Companies (MMC) 0.2 $593k 2.8k 212.59
Zoetis Cl A (ZTS) 0.2 $593k 3.5k 167.17
Novo-nordisk A S Adr (NVO) 0.2 $583k 7.0k 82.92
General Mills (GIS) 0.2 $581k 10k 58.31
Netflix (NFLX) 0.2 $565k 666.00 848.26
Vanguard Index Fds Small Cp Etf (VB) 0.2 $565k 2.3k 245.83
CSX Corporation (CSX) 0.2 $555k 17k 32.46
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $552k 7.3k 76.08
American Tower Reit (AMT) 0.2 $546k 3.0k 180.32
Unum (UNM) 0.2 $543k 7.4k 73.33
American Water Works (AWK) 0.2 $536k 4.3k 123.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $536k 4.1k 131.84
Cme (CME) 0.2 $531k 2.3k 227.88
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $524k 5.0k 105.36
Bank of America Corporation (BAC) 0.2 $524k 11k 47.10
Ishares Tr Europe Etf (IEV) 0.2 $489k 9.3k 52.76
DTE Energy Company (DTE) 0.2 $487k 4.0k 120.61
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $486k 7.5k 64.77
Kla Corp Com New (KLAC) 0.2 $484k 676.00 716.25
Fidelity National Financial Fnf Group Com (FNF) 0.2 $481k 8.5k 56.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $467k 17k 28.18
Interpublic Group of Companies (IPG) 0.2 $461k 17k 27.78
Eversource Energy (ES) 0.2 $451k 8.0k 56.61
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $438k 3.4k 129.90
Fortinet (FTNT) 0.2 $431k 4.6k 93.06
Ishares Tr Russell 2000 Etf (IWM) 0.2 $419k 1.9k 224.09
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $418k 12k 34.66
Emerson Electric (EMR) 0.2 $416k 3.4k 120.72
Ishares Tr Us Infrastruc (IFRA) 0.2 $409k 8.6k 47.39
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $400k 7.9k 50.50
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $395k 5.8k 68.32
Genuine Parts Company (GPC) 0.2 $394k 3.4k 117.38
Abbott Laboratories (ABT) 0.2 $390k 3.5k 111.10
Hp (HPQ) 0.1 $381k 12k 32.79
Ford Motor Company (F) 0.1 $380k 38k 9.95
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $377k 7.1k 53.43
Accenture Plc Ireland Shs Class A (ACN) 0.1 $369k 1.1k 349.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $366k 14k 26.49
Principal Financial (PFG) 0.1 $364k 4.5k 80.08
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $363k 3.2k 111.69
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $350k 7.7k 45.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $350k 4.3k 82.05
Peakstone Realty Trust Common Shares (PKST) 0.1 $342k 31k 10.88
Marathon Petroleum Corp (MPC) 0.1 $341k 2.2k 151.95
Eli Lilly & Co. (LLY) 0.1 $341k 456.00 746.74
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $336k 2.9k 115.37
Bank of New York Mellon Corporation (BK) 0.1 $335k 4.1k 82.04
Watsco, Incorporated (WSO) 0.1 $329k 687.00 479.01
Synopsys (SNPS) 0.1 $322k 634.00 507.19
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $315k 9.9k 31.71
Pfizer (PFE) 0.1 $312k 12k 26.22
Ishares Tr Broad Usd High (USHY) 0.1 $308k 8.3k 37.08
Sonoco Products Company (SON) 0.1 $307k 6.5k 47.21
Sherwin-Williams Company (SHW) 0.1 $305k 878.00 346.93
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $294k 3.1k 94.34
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.1 $292k 6.4k 45.43
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $292k 5.4k 54.13
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $291k 3.3k 89.17
H&R Block (HRB) 0.1 $284k 5.1k 55.49
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $278k 12k 22.65
Paccar (PCAR) 0.1 $278k 2.5k 109.62
Lazard Ltd Shs -a - (LAZ) 0.1 $275k 5.5k 49.73
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $273k 12k 22.41
Best Buy (BBY) 0.1 $268k 3.2k 83.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $264k 11k 23.47
Dutch Bros Cl A (BROS) 0.1 $262k 4.5k 58.89
Schlumberger Com Stk (SLB) 0.1 $262k 6.4k 40.64
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.1 $260k 7.4k 34.93
Whirlpool Corporation (WHR) 0.1 $260k 2.0k 129.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $259k 5.4k 48.17
Ishares Tr Core Msci Eafe (IEFA) 0.1 $244k 3.5k 70.66
Kimberly-Clark Corporation (KMB) 0.1 $244k 1.9k 125.56
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $244k 3.8k 64.91
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $237k 1.1k 212.98
Global X Fds Us Pfd Etf (PFFD) 0.1 $234k 12k 19.74
Onemain Holdings (OMF) 0.1 $226k 4.1k 54.43
Wisdomtree Tr Futre Strat Fd (WTMF) 0.1 $219k 6.2k 35.56
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $215k 3.8k 56.10
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $212k 5.2k 40.51
Ares Capital Corporation (ARCC) 0.1 $204k 9.0k 22.66
Wendy's/arby's Group (WEN) 0.1 $188k 12k 15.13