My Legacy Advisors, LLC
CIK: 0001767802SEC EDGAR →
Portfolio Value
$280.8M
Holdings
206
As of
Q2 2025
New Positions
21
Closed Positions
20
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 247,280 | $11.4M | 4.04% |
| 2 | MICROSOFT CORP | 19,776 | $9.9M | 3.53% |
| 3 | ISHARES TR | 14,381 | $9.0M | 3.22% |
| 4 | APPLE INC | 39,178 | $8.3M | 2.96% |
| 5 | ISHARES TR | 95,631 | $7.7M | 2.73% |
| 6 | ISHARES TR | 171,103 | $7.3M | 2.61% |
| 7 | NVIDIA CORPORATION | 38,703 | $6.4M | 2.26% |
| 8 | ISHARES TR | 29,212 | $5.4M | 1.92% |
| 9 | ISHARES TR | 45,212 | $5.0M | 1.79% |
| 10 | BLACKROCK ETF TRUST | 90,399 | $5.0M | 1.77% |
Quarterly Changes
Top Buys
New Positions (21)
$1.8M · 35K shares
$1.0M · 11K shares
$818K · 8K shares
$628K · 3K shares
$622K · 21K shares
$594K · 1K shares
$538K · 1K shares
$505K · 21K shares
$443K · 3K shares
$360K · 3K shares
$356K · 3K shares
$346K · 2K shares
$310K · 3K shares
$256K · 5K shares
$253K · 2K shares
$243K · 867 shares
$242K · 3K shares
$227K · 304 shares
$226K · 657 shares
$208K · 3K shares
$202K · 4K shares
Closed Positions (20)
$946K · 3K shares
$691K · 3K shares
$621K · 4K shares
$594K · 16K shares
$579K · 4K shares
$573K · 3K shares
$500K · 7K shares
$449K · 6K shares
$406K · 3K shares
$378K · 4K shares
$366K · 4K shares
$352K · 693 shares
$272K · 3K shares
$270K · 6K shares
$245K · 6K shares
$237K · 3K shares
$224K · 12K shares
$210K · 6K shares
$210K · 55 shares
$176K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $163.2M | 58.1% |
| Technology | 21 | $35.1M | 12.5% |
| Consumer Cyclical | 11 | $14.5M | 5.2% |
| Utilities | 14 | $11.0M | 3.9% |
| Unknown | 10 | $10.4M | 3.7% |
| Communication Services | 6 | $10.3M | 3.7% |
| Consumer Defensive | 9 | $9.9M | 3.5% |
| Healthcare | 12 | $9.5M | 3.4% |
| Industrials | 10 | $8.8M | 3.1% |
| Energy | 7 | $4.4M | 1.6% |
| Real Estate | 3 | $2.4M | 0.9% |
| Basic Materials | 2 | $1.2M | 0.4% |