My Legacy Advisors

My Legacy Advisors as of June 30, 2025

Portfolio Holdings for My Legacy Advisors

My Legacy Advisors holds 206 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
Ishares Tr Core Total Usd (IUSB) 4.0 $11M 247k 45.90
Microsoft Corporation (MSFT) 3.5 $9.9M 20k 501.49
Ishares Tr Core S&p500 Etf (IVV) 3.2 $9.0M 14k 628.84
Apple (AAPL) 3.0 $8.3M 39k 212.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.7 $7.7M 96k 80.13
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 2.6 $7.3M 171k 42.87
NVIDIA Corporation (NVDA) 2.3 $6.4M 39k 164.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $5.4M 29k 184.93
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $5.0M 45k 110.97
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.8 $5.0M 90k 54.96
Ishares Tr Eafe Value Etf (EFV) 1.8 $5.0M 77k 64.17
Amazon (AMZN) 1.7 $4.9M 22k 222.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $4.7M 95k 48.94
Spdr Series Trust Portfolio S&p500 (SPLG) 1.5 $4.1M 56k 73.63
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.9M 22k 177.62
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $3.7M 19k 198.89
Ishares Tr Jpmorgan Usd Emg (EMB) 1.2 $3.5M 38k 92.24
Ishares Tr National Mun Etf (MUB) 1.2 $3.3M 31k 104.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $3.2M 139k 23.07
Ishares Core Msci Emkt (IEMG) 1.1 $3.2M 53k 60.23
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.1 $3.1M 75k 41.51
JPMorgan Chase & Co. (JPM) 1.1 $2.9M 10k 288.18
Costco Wholesale Corporation (COST) 1.0 $2.9M 3.0k 970.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.9M 6.0k 478.27
Ishares Tr Mbs Etf (MBB) 1.0 $2.8M 30k 93.24
Ishares Tr S&p 100 Etf (OEF) 1.0 $2.8M 9.1k 307.85
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.0 $2.8M 61k 45.60
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $2.7M 24k 111.80
Visa Com Cl A (V) 0.9 $2.6M 7.3k 355.88
Trane Technologies SHS (TT) 0.9 $2.5M 5.8k 434.53
Mastercard Incorporated Cl A (MA) 0.9 $2.5M 4.4k 563.52
Ishares Tr U.s. Tech Etf (IYW) 0.9 $2.4M 14k 175.71
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $2.2M 7.9k 285.53
Blackrock Etf Trust Ishares Us Thema (THRO) 0.8 $2.2M 62k 35.82
Cintas Corporation (CTAS) 0.8 $2.2M 10k 216.56
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $2.1M 41k 52.60
Home Depot (HD) 0.7 $2.0M 5.4k 373.30
Meta Platforms Cl A (META) 0.7 $1.9M 2.6k 727.24
Metropcs Communications (TMUS) 0.7 $1.9M 8.1k 228.15
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $1.9M 18k 100.36
Ishares Tr Core Intl Aggr (IAGG) 0.6 $1.8M 35k 50.94
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.8M 8.0k 224.79
Phillips Edison & Co Common Stock (PECO) 0.6 $1.6M 47k 34.55
Quanta Services (PWR) 0.6 $1.6M 4.3k 380.09
Wal-Mart Stores (WMT) 0.6 $1.6M 17k 94.86
Capital One Financial (COF) 0.6 $1.6M 7.1k 220.74
TJX Companies (TJX) 0.6 $1.6M 13k 124.16
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.5 $1.5M 29k 52.63
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $1.5M 29k 52.48
Williams Companies (WMB) 0.5 $1.5M 26k 57.78
McDonald's Corporation (MCD) 0.5 $1.5M 5.0k 298.41
Coca-Cola Company (KO) 0.5 $1.4M 20k 69.77
At&t (T) 0.5 $1.4M 50k 27.62
Broadcom (AVGO) 0.5 $1.4M 5.0k 275.40
Entergy Corporation (ETR) 0.5 $1.4M 17k 82.12
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $1.4M 10k 135.86
Tesla Motors (TSLA) 0.5 $1.4M 4.4k 309.87
Hca Holdings (HCA) 0.5 $1.3M 3.6k 378.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.3M 7.9k 168.30
American Electric Power Company (AEP) 0.4 $1.2M 12k 106.04
International Paper Company (IP) 0.4 $1.2M 23k 52.41
Fifth Third Ban (FITB) 0.4 $1.2M 27k 44.05
Duke Energy Corp Com New (DUK) 0.4 $1.2M 10k 118.17
International Business Machines (IBM) 0.4 $1.2M 4.1k 287.43
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.2M 8.5k 136.57
Philip Morris International (PM) 0.4 $1.2M 6.4k 180.99
Citizens Financial (CFG) 0.4 $1.1M 24k 47.90
Cincinnati Financial Corporation (CINF) 0.4 $1.1M 7.6k 147.85
Thermo Fisher Scientific (TMO) 0.4 $1.1M 2.6k 430.73
Chevron Corporation (CVX) 0.4 $1.1M 7.1k 154.16
MetLife (MET) 0.4 $1.1M 14k 78.37
Nextera Energy (NEE) 0.4 $1.1M 15k 74.64
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.5k 442.43
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $1.1M 2.3k 479.53
Verizon Communications (VZ) 0.4 $1.1M 26k 42.03
Altria (MO) 0.4 $1.1M 19k 58.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.1M 3.5k 308.32
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $1.1M 9.6k 112.41
Abbvie (ABBV) 0.4 $1.1M 5.4k 195.00
UnitedHealth (UNH) 0.4 $1.0M 3.5k 299.51
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.0M 11k 94.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $1.0M 19k 52.91
Ishares Tr Esg Msci Leadr (SUSL) 0.4 $990k 9.0k 109.67
Parker-Hannifin Corporation (PH) 0.4 $985k 1.4k 714.30
Truist Financial Corp equities (TFC) 0.3 $931k 21k 45.50
Linde SHS (LIN) 0.3 $907k 1.9k 470.34
Citigroup Com New (C) 0.3 $907k 10k 87.08
Netflix (NFLX) 0.3 $903k 722.00 1250.59
Us Bancorp Del Com New (USB) 0.3 $893k 19k 47.57
NiSource (NI) 0.3 $891k 23k 39.60
Adobe Systems Incorporated (ADBE) 0.3 $860k 2.3k 371.43
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $850k 18k 46.05
salesforce (CRM) 0.3 $844k 3.2k 263.97
Pepsi (PEP) 0.3 $830k 6.1k 136.08
Procter & Gamble Company (PG) 0.3 $830k 5.2k 158.50
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $823k 19k 43.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $818k 8.0k 102.58
Regions Financial Corporation (RF) 0.3 $814k 33k 24.84
S&p Global (SPGI) 0.3 $809k 1.5k 529.83
EOG Resources (EOG) 0.3 $809k 6.6k 121.73
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $801k 24k 33.28
Hartford Financial Services (HIG) 0.3 $798k 6.5k 121.95
Vanguard Index Fds Value Etf (VTV) 0.3 $781k 4.4k 179.40
FirstEnergy (FE) 0.3 $765k 19k 40.53
Northrop Grumman Corporation (NOC) 0.3 $731k 1.4k 513.87
Public Service Enterprise (PEG) 0.3 $730k 8.9k 82.16
Eli Lilly & Co. (LLY) 0.3 $729k 922.00 790.65
Kla Corp Com New (KLAC) 0.3 $727k 783.00 928.62
Dominion Resources (D) 0.3 $722k 12k 58.16
Wisdomtree Tr Us Total Dividnd (DTD) 0.3 $717k 8.9k 81.02
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $716k 11k 65.83
Wec Energy Group (WEC) 0.3 $710k 6.7k 105.68
Lockheed Martin Corporation (LMT) 0.3 $708k 1.5k 464.31
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $698k 8.9k 78.27
Roper Industries (ROP) 0.2 $690k 1.3k 549.80
Marsh & McLennan Companies (MMC) 0.2 $683k 3.2k 214.71
Pfizer (PFE) 0.2 $652k 25k 25.78
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $649k 7.6k 85.57
CSX Corporation (CSX) 0.2 $647k 19k 33.54
Ford Motor Company (F) 0.2 $637k 54k 11.91
Ishares Gold Tr Ishares New (IAU) 0.2 $630k 10k 62.67
Oracle Corporation (ORCL) 0.2 $628k 2.7k 235.00
Cme (CME) 0.2 $628k 2.3k 275.19
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $622k 21k 28.99
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $620k 5.8k 106.45
Bank of America Corporation (BAC) 0.2 $619k 13k 46.97
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $613k 7.5k 82.31
Unum (UNM) 0.2 $612k 7.6k 80.47
Intuitive Surgical Com New (ISRG) 0.2 $594k 1.1k 526.05
Eversource Energy (ES) 0.2 $588k 8.9k 66.11
Realty Income (O) 0.2 $572k 10k 56.93
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $563k 4.0k 139.66
Sempra Energy (SRE) 0.2 $553k 7.4k 74.90
Asml Holding N V N Y Registry Shs (ASML) 0.2 $553k 689.00 802.09
Stryker Corporation (SYK) 0.2 $538k 1.4k 394.77
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $532k 23k 22.78
DTE Energy Company (DTE) 0.2 $522k 3.9k 133.66
Ishares Tr Europe Etf (IEV) 0.2 $519k 8.1k 64.23
Intel Corporation (INTC) 0.2 $505k 21k 23.82
Merck & Co (MRK) 0.2 $495k 5.9k 84.02
General Mills (GIS) 0.2 $488k 9.5k 51.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $476k 16k 29.43
Abbott Laboratories (ABT) 0.2 $469k 3.5k 133.60
Fidelity National Financial Com Shs (FNF) 0.2 $465k 9.1k 51.22
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.2 $456k 9.5k 48.18
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $443k 3.1k 144.50
Advanced Micro Devices (AMD) 0.2 $443k 3.1k 144.16
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $439k 6.5k 68.04
Interpublic Group of Companies (IPG) 0.2 $435k 17k 25.00
Xcel Energy (XEL) 0.2 $434k 6.3k 68.45
Ishares Msci Emrg Chn (EMXC) 0.2 $424k 6.7k 63.56
Fortinet (FTNT) 0.2 $423k 4.2k 100.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $410k 3.0k 135.73
Vanguard Index Fds Small Cp Etf (VB) 0.1 $398k 1.6k 244.80
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $391k 4.8k 81.01
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $391k 5.8k 67.63
Synopsys (SNPS) 0.1 $375k 663.00 566.19
Kimberly-Clark Corporation (KMB) 0.1 $375k 2.8k 131.95
Gilead Sciences (GILD) 0.1 $360k 3.1k 114.55
United Parcel Service CL B (UPS) 0.1 $356k 3.5k 102.93
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $348k 7.6k 45.98
Palo Alto Networks (PANW) 0.1 $347k 1.8k 192.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $344k 4.2k 82.47
Sonoco Products Company (SON) 0.1 $337k 7.2k 47.01
Hp (HPQ) 0.1 $335k 13k 25.73
Best Buy (BBY) 0.1 $332k 4.5k 73.72
Walt Disney Company (DIS) 0.1 $322k 2.6k 121.56
Emerson Electric (EMR) 0.1 $321k 2.3k 140.67
Dutch Bros Cl A (BROS) 0.1 $321k 5.0k 63.71
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $318k 2.7k 117.93
Prudential Financial (PRU) 0.1 $310k 2.9k 107.15
Ishares Tr Broad Usd High (USHY) 0.1 $310k 8.3k 37.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $309k 2.3k 137.00
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $304k 5.4k 56.57
Sherwin-Williams Company (SHW) 0.1 $295k 839.00 351.83
H&R Block (HRB) 0.1 $293k 5.2k 56.76
Ishares Tr Conv Bd Etf (ICVT) 0.1 $287k 3.2k 90.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $284k 11k 24.78
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $275k 5.0k 54.71
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.1 $275k 6.0k 46.08
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ) 0.1 $274k 7.3k 37.24
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $270k 2.9k 93.46
Marathon Petroleum Corp (MPC) 0.1 $267k 1.5k 182.26
Schlumberger Com Stk (SLB) 0.1 $266k 7.3k 36.65
Onemain Holdings (OMF) 0.1 $264k 4.4k 59.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $260k 4.5k 57.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $259k 2.2k 118.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $257k 9.1k 28.20
Edison International (EIX) 0.1 $256k 5.0k 51.29
Valero Energy Corporation (VLO) 0.1 $253k 1.6k 154.81
Paccar (PCAR) 0.1 $251k 2.5k 99.21
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $250k 1.1k 237.61
Chubb (CB) 0.1 $243k 867.00 280.54
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $243k 11k 23.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $242k 3.3k 73.11
Exxon Mobil Corporation (XOM) 0.1 $241k 2.1k 114.92
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $228k 7.3k 31.36
Intuit (INTU) 0.1 $227k 304.00 747.90
Ishares Tr Rus 1000 Etf (IWB) 0.1 $226k 657.00 344.13
Ishares Tr Core Msci Eafe (IEFA) 0.1 $223k 2.7k 83.86
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $220k 5.5k 39.80
Spdr Series Trust Nuveen Ice Munic (TFI) 0.1 $220k 4.9k 44.61
Accenture Plc Ireland Shs Class A (ACN) 0.1 $215k 745.00 288.36
Peakstone Realty Trust Common Shares (PKST) 0.1 $215k 15k 14.03
Cisco Systems (CSCO) 0.1 $208k 3.0k 68.76
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $202k 3.6k 56.09