My Legacy Advisors, LLC
CIK: 0001767802SEC EDGAR →
Portfolio Value
$280.8B
Holdings
206
As of
Q2 2025
New Positions
21
Closed Positions
20
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 247,280 | $11.4B | 4.04% |
| 2 | MICROSOFT CORP | 19,776 | $9.9B | 3.53% |
| 3 | ISHARES TR | 14,381 | $9.0B | 3.22% |
| 4 | APPLE INC | 39,178 | $8.3B | 2.96% |
| 5 | ISHARES TR | 95,631 | $7.7B | 2.73% |
| 6 | ISHARES TR | 171,103 | $7.3B | 2.61% |
| 7 | NVIDIA CORPORATION | 38,703 | $6.4B | 2.26% |
| 8 | ISHARES TR | 29,212 | $5.4B | 1.92% |
| 9 | ISHARES TR | 45,212 | $5.0B | 1.79% |
| 10 | BLACKROCK ETF TRUST | 90,399 | $5.0B | 1.77% |
Quarterly Changes
Top Buys
New Positions (21)
$1.8B · 35K shares
$1.0B · 11K shares
$817.6M · 8K shares
$628.4M · 3K shares
$621.5M · 21K shares
$594.4M · 1K shares
$538.1M · 1K shares
$505.4M · 21K shares
$442.6M · 3K shares
$360.0M · 3K shares
$356.2M · 3K shares
$346.5M · 2K shares
$310.0M · 3K shares
$256.1M · 5K shares
$253.0M · 2K shares
$243.2M · 867 shares
$242.2M · 3K shares
$227.4M · 304 shares
$226.1M · 657 shares
$208.0M · 3K shares
$201.8M · 4K shares
Closed Positions (20)
$945.6M · 3K shares
$690.7M · 3K shares
$620.9M · 4K shares
$594.4M · 16K shares
$578.9M · 4K shares
$573.2M · 3K shares
$500.3M · 7K shares
$448.8M · 6K shares
$406.1M · 3K shares
$378.0M · 4K shares
$366.2M · 4K shares
$352.3M · 693 shares
$271.8M · 3K shares
$269.9M · 6K shares
$245.3M · 6K shares
$237.4M · 3K shares
$223.8M · 12K shares
$209.8M · 6K shares
$209.7M · 55 shares
$176.4M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 101 | $163.2B | 58.1% |
| Technology | 21 | $35.1B | 12.5% |
| Consumer Cyclical | 11 | $14.5B | 5.2% |
| Utilities | 14 | $11.0B | 3.9% |
| Unknown | 10 | $10.4B | 3.7% |
| Communication Services | 6 | $10.3B | 3.7% |
| Consumer Defensive | 9 | $9.9B | 3.5% |
| Healthcare | 12 | $9.5B | 3.4% |
| Industrials | 10 | $8.8B | 3.1% |
| Energy | 7 | $4.4B | 1.6% |
| Real Estate | 3 | $2.4B | 0.9% |
| Basic Materials | 2 | $1.2B | 0.4% |