My Legacy Advisors

My Legacy Advisors as of March 31, 2025

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 205 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Total Usd (IUSB) 4.5 $12M 255k 46.08
Ishares Tr Core S&p500 Etf (IVV) 3.5 $9.0M 16k 561.88
Apple (AAPL) 3.3 $8.5M 38k 222.13
Microsoft Corporation (MSFT) 2.8 $7.3M 19k 375.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.8 $7.2M 91k 78.89
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.7 $7.0M 165k 42.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.6 $6.8M 103k 65.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $4.8M 28k 170.89
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $4.7M 51k 92.83
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $4.2M 87k 48.76
Amazon (AMZN) 1.6 $4.1M 22k 190.26
NVIDIA Corporation (NVDA) 1.5 $4.0M 37k 108.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $3.6M 73k 49.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $3.4M 149k 23.16
Ishares Tr National Mun Etf (MUB) 1.3 $3.4M 33k 105.44
Ishares Tr Eafe Value Etf (EFV) 1.3 $3.3M 57k 58.94
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.2M 21k 154.64
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $3.2M 35k 90.59
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $3.2M 17k 190.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $3.0M 5.6k 532.58
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.1 $2.8M 69k 41.13
Costco Wholesale Corporation (COST) 1.1 $2.7M 2.9k 945.78
Visa Com Cl A (V) 1.0 $2.5M 7.2k 350.46
Ishares Tr Mbs Etf (MBB) 1.0 $2.5M 27k 93.78
UnitedHealth (UNH) 1.0 $2.5M 4.7k 523.75
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $2.5M 25k 100.00
JPMorgan Chase & Co. (JPM) 0.9 $2.4M 9.9k 245.29
Ishares Tr S&p 100 Etf (OEF) 0.9 $2.4M 8.9k 270.84
Mastercard Incorporated Cl A (MA) 0.9 $2.3M 4.3k 548.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $2.3M 9.5k 244.64
Metropcs Communications (TMUS) 0.8 $2.1M 7.9k 266.71
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $2.1M 40k 52.37
Cintas Corporation (CTAS) 0.8 $2.1M 10k 205.53
Ishares Tr U.s. Tech Etf (IYW) 0.8 $2.0M 15k 140.44
Home Depot (HD) 0.8 $2.0M 5.4k 366.49
Trane Technologies SHS (TT) 0.7 $1.9M 5.7k 336.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $1.8M 34k 52.38
Ishares Msci Emrg Chn (EMXC) 0.7 $1.7M 31k 55.09
Phillips Edison & Co Common Stock (PECO) 0.6 $1.6M 45k 36.49
Ishares Core Msci Emkt (IEMG) 0.6 $1.6M 29k 53.97
Williams Companies (WMB) 0.6 $1.5M 26k 59.76
McDonald's Corporation (MCD) 0.6 $1.5M 4.8k 312.38
TJX Companies (TJX) 0.6 $1.5M 12k 121.80
Wal-Mart Stores (WMT) 0.6 $1.5M 17k 87.79
Coca-Cola Company (KO) 0.6 $1.4M 20k 71.62
Entergy Corporation (ETR) 0.5 $1.4M 16k 85.49
At&t (T) 0.5 $1.4M 49k 28.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.4M 8.4k 160.54
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $1.3M 11k 125.97
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $1.3M 13k 103.75
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.5 $1.3M 27k 46.57
Hca Holdings (HCA) 0.5 $1.2M 3.6k 345.55
Capital One Financial (COF) 0.5 $1.2M 6.9k 179.30
Thermo Fisher Scientific (TMO) 0.5 $1.2M 2.5k 497.60
Duke Energy Corp Com New (DUK) 0.5 $1.2M 10k 121.97
American Electric Power Company (AEP) 0.5 $1.2M 11k 109.27
Meta Platforms Cl A (META) 0.5 $1.2M 2.1k 576.36
International Paper Company (IP) 0.5 $1.2M 23k 53.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.2M 9.5k 121.91
Cincinnati Financial Corporation (CINF) 0.4 $1.2M 7.8k 147.72
Verizon Communications (VZ) 0.4 $1.1M 25k 45.36
Tesla Motors (TSLA) 0.4 $1.1M 4.4k 259.16
Asml Holding N V N Y Registry Shs (ASML) 0.4 $1.1M 1.7k 662.63
Walt Disney Company (DIS) 0.4 $1.1M 12k 98.70
Abbvie (ABBV) 0.4 $1.1M 5.4k 209.50
MetLife (MET) 0.4 $1.1M 14k 80.29
Quanta Services (PWR) 0.4 $1.1M 4.3k 254.18
Adobe Systems Incorporated (ADBE) 0.4 $1.1M 2.8k 383.53
Fifth Third Ban (FITB) 0.4 $1.1M 27k 39.20
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $1.1M 2.2k 484.82
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.9k 370.85
Chevron Corporation (CVX) 0.4 $1.1M 6.3k 167.28
Altria (MO) 0.4 $1.0M 17k 60.02
International Business Machines (IBM) 0.4 $1.0M 4.1k 248.66
Pepsi (PEP) 0.4 $1.0M 6.7k 149.94
Citizens Financial (CFG) 0.4 $991k 24k 40.97
Nextera Energy (NEE) 0.4 $987k 14k 70.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $964k 3.5k 274.84
Philip Morris International (PM) 0.4 $954k 6.0k 158.73
Amgen (AMGN) 0.4 $946k 3.0k 311.55
Exxon Mobil Corporation (XOM) 0.4 $930k 7.8k 118.93
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $899k 21k 43.43
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $891k 9.3k 95.82
NiSource (NI) 0.3 $876k 22k 40.09
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $858k 9.3k 92.53
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $854k 14k 61.89
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $850k 19k 45.65
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $846k 18k 46.02
Hartford Financial Services (HIG) 0.3 $827k 6.7k 123.73
EOG Resources (EOG) 0.3 $822k 6.4k 128.24
Procter & Gamble Company (PG) 0.3 $817k 4.8k 170.42
Vanguard Index Fds Small Cp Etf (VB) 0.3 $815k 3.7k 221.75
Parker-Hannifin Corporation (PH) 0.3 $805k 1.3k 607.85
S&p Global (SPGI) 0.3 $805k 1.6k 508.10
Linde SHS (LIN) 0.3 $805k 1.7k 465.64
salesforce (CRM) 0.3 $789k 2.9k 268.36
Ishares Gold Tr Ishares New (IAU) 0.3 $788k 13k 58.96
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.3 $780k 13k 61.56
Vanguard Index Fds Value Etf (VTV) 0.3 $753k 4.4k 172.75
Roper Industries (ROP) 0.3 $751k 1.3k 589.58
Us Bancorp Del Com New (USB) 0.3 $750k 18k 42.22
Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $747k 9.7k 76.95
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $743k 25k 30.31
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $741k 14k 52.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $736k 9.0k 81.76
Broadcom (AVGO) 0.3 $734k 4.4k 167.43
FirstEnergy (FE) 0.3 $734k 18k 40.42
Northrop Grumman Corporation (NOC) 0.3 $729k 1.4k 512.01
Wec Energy Group (WEC) 0.3 $726k 6.7k 108.98
Public Service Enterprise (PEG) 0.3 $714k 8.7k 82.30
Citigroup Com New (C) 0.3 $707k 10k 70.99
Lockheed Martin Corporation (LMT) 0.3 $706k 1.6k 446.71
American Tower Reit (AMT) 0.3 $691k 3.2k 217.60
Marsh & McLennan Companies (MMC) 0.3 $688k 2.8k 244.03
Dominion Resources (D) 0.3 $678k 12k 56.07
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $650k 8.1k 79.86
Truist Financial Corp equities (TFC) 0.2 $637k 16k 41.15
Realty Income (O) 0.2 $636k 11k 58.01
Netflix (NFLX) 0.2 $635k 681.00 932.53
Cme (CME) 0.2 $633k 2.4k 265.29
Unum (UNM) 0.2 $628k 7.7k 81.46
American Water Works (AWK) 0.2 $621k 4.2k 147.52
Regions Financial Corporation (RF) 0.2 $615k 28k 21.73
General Mills (GIS) 0.2 $605k 10k 59.79
Sempra Energy (SRE) 0.2 $600k 8.4k 71.36
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $594k 16k 36.29
Zoetis Cl A (ZTS) 0.2 $579k 3.5k 164.65
Nxp Semiconductors N V (NXPI) 0.2 $573k 3.0k 190.06
DTE Energy Company (DTE) 0.2 $571k 4.1k 138.27
Fidelity National Financial Fnf Group Com (FNF) 0.2 $567k 8.7k 65.08
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $550k 4.1k 135.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $533k 6.8k 78.28
Merck & Co (MRK) 0.2 $524k 5.8k 89.76
Eversource Energy (ES) 0.2 $524k 8.4k 62.11
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.2 $516k 10k 49.53
Ishares Tr Europe Etf (IEV) 0.2 $506k 8.7k 58.20
Bank of America Corporation (BAC) 0.2 $501k 12k 41.73
CSX Corporation (CSX) 0.2 $501k 17k 29.43
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $500k 7.1k 70.40
Kla Corp Com New (KLAC) 0.2 $481k 708.00 679.80
Ford Motor Company (F) 0.2 $470k 47k 10.03
Abbott Laboratories (ABT) 0.2 $465k 3.5k 132.65
Eli Lilly & Co. (LLY) 0.2 $461k 558.00 825.91
Interpublic Group of Companies (IPG) 0.2 $461k 17k 27.16
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $458k 7.6k 60.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $454k 3.5k 128.96
Novo-nordisk A S Adr (NVO) 0.2 $449k 6.5k 69.44
Wisdomtree Tr Intl Qulty Div (IQDG) 0.2 $425k 12k 35.68
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $420k 5.7k 73.70
Fortinet (FTNT) 0.2 $407k 4.2k 96.26
Genuine Parts Company (GPC) 0.2 $406k 3.4k 119.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $399k 3.8k 105.61
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $383k 8.2k 46.67
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $381k 4.1k 93.65
Principal Financial (PFG) 0.1 $378k 4.5k 84.37
Bank of New York Mellon Corporation (BK) 0.1 $366k 4.4k 83.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $365k 14k 26.58
Ishares Tr Russell 2000 Etf (IWM) 0.1 $362k 1.8k 199.45
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $354k 11k 31.69
Watsco, Incorporated (WSO) 0.1 $352k 693.00 508.30
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $343k 15k 22.99
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $339k 3.3k 102.41
Hp (HPQ) 0.1 $317k 11k 27.69
Sonoco Products Company (SON) 0.1 $314k 6.6k 47.24
Emerson Electric (EMR) 0.1 $313k 2.9k 109.64
Pfizer (PFE) 0.1 $312k 12k 25.34
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $312k 10k 30.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $309k 3.7k 82.73
Peakstone Realty Trust Common Shares (PKST) 0.1 $308k 25k 12.60
Ishares Tr Broad Usd High (USHY) 0.1 $306k 8.3k 36.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $303k 12k 25.04
Sherwin-Williams Company (SHW) 0.1 $303k 867.00 349.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $299k 2.5k 122.01
Accenture Plc Ireland Shs Class A (ACN) 0.1 $294k 942.00 312.04
Kimberly-Clark Corporation (KMB) 0.1 $293k 2.1k 142.22
Xcel Energy (XEL) 0.1 $291k 4.1k 70.79
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.1 $289k 6.4k 45.09
H&R Block (HRB) 0.1 $288k 5.2k 54.91
Synopsys (SNPS) 0.1 $284k 663.00 428.85
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $282k 12k 23.06
Dutch Bros Cl A (BROS) 0.1 $275k 4.5k 61.74
Marathon Petroleum Corp (MPC) 0.1 $274k 1.9k 145.69
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $272k 3.0k 91.03
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $270k 3.2k 84.95
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $270k 5.7k 47.48
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $265k 5.5k 48.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $262k 5.2k 50.83
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.1 $259k 7.4k 34.92
Schlumberger Com Stk (SLB) 0.1 $259k 6.2k 41.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $257k 12k 22.08
Ishares Tr Conv Bd Etf (ICVT) 0.1 $256k 3.1k 83.61
Best Buy (BBY) 0.1 $248k 3.4k 73.61
Paccar (PCAR) 0.1 $247k 2.5k 97.36
Lazard Ltd Shs -a - (LAZ) 0.1 $245k 5.7k 43.30
Ishares Tr Morningstar Valu (ILCV) 0.1 $237k 2.9k 81.45
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $233k 1.2k 202.13
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $229k 5.1k 45.07
Onemain Holdings (OMF) 0.1 $225k 4.6k 48.88
Global X Fds Us Pfd Etf (PFFD) 0.1 $224k 12k 19.04
Ishares Tr Core Msci Eafe (IEFA) 0.1 $221k 2.9k 75.65
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $220k 5.2k 42.08
Wisdomtree Tr Futre Strat Fd (WTMF) 0.1 $210k 6.1k 34.13
AutoZone (AZO) 0.1 $210k 55.00 3812.78
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $210k 1.8k 118.14
Wendy's/arby's Group (WEN) 0.1 $176k 12k 14.63