The Analysis of Family Legacy, Inc.'s Holdings & P&L


Currently, Family Legacy, Inc. holds 124 types of securities in its portfolio with a total value $374.9M. In the most recent quarter, they have increased their positions in VO (+43.8K shares, valued at $3.5M), DAL (+2.6K shares, valued at $243.1K), BLDR (+2.5K shares, valued at $223.2K); decreased their positions in TSM (-1.5K shares, valued at $726.4K), N/A (-957 shares, valued at $691.9K), CAT (-461 shares, valued at $490.9K); initiated new positions in DAL (+2.6K shares, valued at $243.1K), BLDR (+2.5K shares, valued at $223.2K), VLO (+848 shares, valued at $220.9K).


1M P&L
-3.0M-0.94%
3M P&L
+10.1M+3.29%
HY P&L
+13.5M+4.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A75.5M
24.3%
2Drug Manufacturers - General25.4M
8.2%
3Aerospace & Defense21.7M
7.0%

Top Industries by Stock Count

1N/A26 stocks
23.6%
2Aerospace & Defense6 stocks
5.5%
3Drug Manufacturers - General5 stocks
4.5%
Stock Holdings
APPLIED MATLS INC
APPLIED MATLS INC
-4.23%
Shares21.7K
Event2026-06-30
Filed2026-08-06
CAT
CATERPILLAR INC
-3.20%
Shares14.0K
Event2026-06-30
Filed2026-08-06
AAPL
APPLE INC
-0.90%
Shares37.7K
Event2026-06-30
Filed2026-08-06
GEV
GE VERNOVA INC
-1.72%
Shares8.6K
Event2026-06-30
Filed2026-08-06
SOXX
ISHARES TR
-1.94%
Shares15.3K
Event2026-06-30
Filed2026-08-06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-7.13%
Shares19.8K
Event2026-06-30
Filed2026-08-06
GOOGL
ALPHABET INC
-2.56%
Shares25.0K
Event2026-06-30
Filed2026-08-06
LLY
ELI LILLY & CO
0.70%
Shares6.8K
Event2026-06-30
Filed2026-08-06
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-0.57%
Shares24.7K
Event2026-06-30
Filed2026-08-06
JNJ
JOHNSON & JOHNSON
-0.65%
Shares31.0K
Event2026-06-30
Filed2026-08-06
DFIV
DIMENSIONAL ETF TRUST
-0.75%
Shares140.7K
Event2026-06-30
Filed2026-08-06
MSFT
MICROSOFT CORP
-0.05%
Shares18.8K
Event2026-06-30
Filed2026-08-06
KO
COCA COLA CO
-0.36%
Shares81.0K
Event2026-06-30
Filed2026-08-06
WMT
WALMART INC
-1.23%
Shares57.3K
Event2026-06-30
Filed2026-08-06
VMC
VULCAN MATLS CO
0.36%
Shares21.7K
Event2026-06-30
Filed2026-08-06
DUK
DUKE ENERGY CORP NEW
-0.05%
Shares50.1K
Event2026-06-30
Filed2026-08-06
AMZN
AMAZON COM INC
0.91%
Shares26.0K
Event2026-06-30
Filed2026-08-06
QQQ
INVESCO QQQ TR
-0.90%
Shares8.2K
Event2026-06-30
Filed2026-08-06
VISA INC
VISA INC
0.51%
Shares17.0K
Event2026-06-30
Filed2026-08-06
FPE
FIRST TR EXCH TRADED FD III
-0.45%
Shares303.7K
Event2026-06-30
Filed2026-08-06
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.43%
Shares7.2K
Event2026-06-30
Filed2026-08-06
HD
HOME DEPOT INC
0.27%
Shares15.1K
Event2026-06-30
Filed2026-08-06
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-0.36%
Shares5.5K
Event2026-06-30
Filed2026-08-06
NVDA
NVIDIA CORPORATION
0.40%
Shares25.7K
Event2026-06-30
Filed2026-08-06
LOW
LOWES COS INC
0.41%
Shares22.9K
Event2026-06-30
Filed2026-08-06
GE
GE AEROSPACE
0.56%
Shares13.1K
Event2026-06-30
Filed2026-08-06
DE
DEERE & CO
-0.81%
Shares7.7K
Event2026-06-30
Filed2026-08-06
VO
VANGUARD INDEX FDS
297.95%
Shares58.5K
Event2026-06-30
Filed2026-08-06
ANGL
VANECK ETF TRUST
-0.36%
Shares160.7K
Event2026-06-30
Filed2026-08-06
AMGN
AMGEN INC
-0.57%
Shares12.8K
Event2026-06-30
Filed2026-08-06
AJG
GALLAGHER ARTHUR J & CO
-0.05%
Shares20.0K
Event2026-06-30
Filed2026-08-06
DGRO
ISHARES TR
-0.18%
Shares59.9K
Event2026-06-30
Filed2026-08-06
MRK
MERCK & CO INC
0.02%
Shares35.2K
Event2026-06-30
Filed2026-08-06
BIV
VANGUARD BD INDEX FDS
-0.83%
Shares57.0K
Event2026-06-30
Filed2026-08-06
LMT
LOCKHEED MARTIN CORP
-0.21%
Shares8.6K
Event2026-06-30
Filed2026-08-06
PG
PROCTER & GAMBLE CO
-0.16%
Shares28.3K
Event2026-06-30
Filed2026-08-06
CISCO SYS INC
CISCO SYS INC
-0.81%
Shares32.6K
Event2026-06-30
Filed2026-08-06
ORACLE CORP
ORACLE CORP
-0.33%
Shares24.4K
Event2026-06-30
Filed2026-08-06
SOUTHERN CO
SOUTHERN CO
0.13%
Shares36.7K
Event2026-06-30
Filed2026-08-06
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
0.02%
Shares8.4K
Event2026-06-30
Filed2026-08-06
BAC
BANK OF AMER CORP
0.91%
Shares60.8K
Event2026-06-30
Filed2026-08-06
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.03%
Shares15.1K
Event2026-06-30
Filed2026-08-06
TDG
TRANSDIGM GROUP INC
0.74%
Shares2.4K
Event2026-06-30
Filed2026-08-06
UTES
ETFIS SER TR I
3.78%
Shares38.9K
Event2026-06-30
Filed2026-08-06
SBUX
STARBUCKS CORP
-0.43%
Shares30.9K
Event2026-06-30
Filed2026-08-06
CSX
CSX CORP
-1.87%
Shares66.0K
Event2026-06-30
Filed2026-08-06
IMCG
ISHARES TR
-0.89%
Shares31.9K
Event2026-06-30
Filed2026-08-06
VNQ
VANGUARD INDEX FDS
-0.40%
Shares32.4K
Event2026-06-30
Filed2026-08-06
GD
GENERAL DYNAMICS CORP
-1.02%
Shares8.8K
Event2026-06-30
Filed2026-08-06
NOC
NORTHROP GRUMMAN CORP
0.05%
Shares6.0K
Event2026-06-30
Filed2026-08-06
BA
BOEING CO
0.49%
Shares13.6K
Event2026-06-30
Filed2026-08-06
ELV
ELEVANCE HEALTH INC FORMERLY
0.16%
Shares7.4K
Event2026-06-30
Filed2026-08-06
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.57%
Shares5.6K
Event2026-06-30
Filed2026-08-06
TD
TORONTO DOMINION BK ONT
-0.87%
Shares22.9K
Event2026-06-30
Filed2026-08-06
PLD
PROLOGIS INC.
0.19%
Shares19.4K
Event2026-06-30
Filed2026-08-06
ABBVIE INC
ABBVIE INC
-0.33%
Shares10.4K
Event2026-06-30
Filed2026-08-06
JMBS
JANUS DETROIT STR TR
6.46%
Shares55.2K
Event2026-06-30
Filed2026-08-06
FNDF
SCHWAB STRATEGIC TR
-0.12%
Shares45.9K
Event2026-06-30
Filed2026-08-06
RIO
RIO TINTO PLC
0.26%
Shares25.4K
Event2026-06-30
Filed2026-08-06
VBR
VANGUARD INDEX FDS
-0.90%
Shares9.9K
Event2026-06-30
Filed2026-08-06
UNP
UNION PAC CORP
-0.99%
Shares8.6K
Event2026-06-30
Filed2026-08-06
ITA
ISHARES TR
0.31%
Shares9.6K
Event2026-06-30
Filed2026-08-06
CHUBB LIMITED
CHUBB LIMITED
-0.53%
Shares6.6K
Event2026-06-30
Filed2026-08-06
PEP
PEPSICO INC
-0.55%
Shares15.3K
Event2026-06-30
Filed2026-08-06
ETN
EATON CORP PLC
-0.02%
Shares4.7K
Event2026-06-30
Filed2026-08-06
IPAC
ISHARES TR
-0.25%
Shares23.2K
Event2026-06-30
Filed2026-08-06
NSC
NORFOLK SOUTHN CORP
-0.74%
Shares6.0K
Event2026-06-30
Filed2026-08-06
BSV
VANGUARD BD INDEX FDS
-1.22%
Shares23.7K
Event2026-06-30
Filed2026-08-06
CI
THE CIGNA GROUP
-0.31%
Shares6.7K
Event2026-06-30
Filed2026-08-06
DRI
DARDEN RESTAURANTS INC
1.35%
Shares8.1K
Event2026-06-30
Filed2026-08-06
COF
CAPITAL ONE FINL CORP
1.39%
Shares8.2K
Event2026-06-30
Filed2026-08-06
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares2
Event2026-06-30
Filed2026-08-06
MCD
MCDONALDS CORP
0.81%
Shares5.5K
Event2026-06-30
Filed2026-08-06
CVX
CHEVRON CORPORATION
9.63%
Shares8.9K
Event2026-06-30
Filed2026-08-06
TMO
THERMO FISHER SCIENTIFIC INC
-0.29%
Shares2.8K
Event2026-06-30
Filed2026-08-06
FSLR
FIRST SOLAR INC
7.62%
Shares5.8K
Event2026-06-30
Filed2026-08-06
UCB
UNITED CMNTY BKS BLAIRSVLE G
-1.37%
Shares38.8K
Event2026-06-30
Filed2026-08-06
DIS
DISNEY WALT CO
-0.79%
Shares12.1K
Event2026-06-30
Filed2026-08-06
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-0.57%
Shares2.3K
Event2026-06-30
Filed2026-08-06
FITB
FIFTH THIRD BANCORP
3.65%
Shares20.5K
Event2026-06-30
Filed2026-08-06
DHR
DANAHER CORP DEL
-0.36%
Shares6.0K
Event2026-06-30
Filed2026-08-06
BAB
INVESCO EXCH TRADED FD TR II
-0.12%
Shares41.9K
Event2026-06-30
Filed2026-08-06
GEHC
GE HEALTHCARE TECHNOLOGIES I
-0.06%
Shares16.1K
Event2026-06-30
Filed2026-08-06
PSA
PUBLIC STORAGE
-0.64%
Shares3.1K
Event2026-06-30
Filed2026-08-06
CVS
CVS HEALTH CORP
1.70%
Shares9.4K
Event2026-06-30
Filed2026-08-06
C
CITIGROUP INC
2.28%
Shares6.6K
Event2026-06-30
Filed2026-08-06
WFC
WELLS FARGO & CO
0.00%
Shares10.8K
Event2026-06-30
Filed2026-08-06
AEP
AMERICAN ELEC PWR CO INC
1.63%
Shares6.3K
Event2026-06-30
Filed2026-08-06
GM
GENERAL MTRS CO
-1.37%
Shares10.6K
Event2026-06-30
Filed2026-08-06
ABT
ABBOTT LABORATORIES
0.00%
Shares8.8K
Event2026-06-30
Filed2026-08-06
AEROVIRONMENT INC
AEROVIRONMENT INC
0.94%
Shares4.7K
Event2026-06-30
Filed2026-08-06
GLPI
GAMING & LEISURE P
-3.21%
Shares17.1K
Event2026-06-30
Filed2026-08-06
FDX
FEDEX CORP
0.67%
Shares2.4K
Event2026-06-30
Filed2026-08-06
NHI
NATIONAL HEALTH INVS INC
0.00%
Shares9.3K
Event2026-06-30
Filed2026-08-06
INTU
INTUIT
-0.31%
Shares2.6K
Event2026-06-30
Filed2026-08-06
EA
ELECTRONIC ARTS INC
-3.25%
Shares3.3K
Event2026-06-30
Filed2026-08-06
MDLZ
MONDELEZ INTL INC
0.00%
Shares11.5K
Event2026-06-30
Filed2026-08-06
FDT
FIRST TR EXCH TRD ALPHDX FD
-0.97%
Shares6.9K
Event2026-06-30
Filed2026-08-06
SPDW
SPDR INDEX SHS FDS
0.00%
Shares12.8K
Event2026-06-30
Filed2026-08-06
O
REALTY INCOME CORP
-0.85%
Shares9.9K
Event2026-06-30
Filed2026-08-06
SCHW
SCHWAB CHARLES CORP
0.19%
Shares6.4K
Event2026-06-30
Filed2026-08-06
AWK
AMERICAN WTR WKS CO INC NEW
-2.55%
Shares3.7K
Event2026-06-30
Filed2026-08-06
LMBS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares8.5K
Event2026-06-30
Filed2026-08-06
TSCO
TRACTOR SUPPLY CO
-26.17%
Shares13.1K
Event2026-06-30
Filed2026-08-06
IWS
ISHARES TR
0.00%
Shares2.4K
Event2026-06-30
Filed2026-08-06
UPS
UNITED PARCEL SVCS INC
0.00%
Shares3.5K
Event2026-06-30
Filed2026-08-06
WPC
WP CAREY INC
1.94%
Shares5.2K
Event2026-06-30
Filed2026-08-06
STLD
STEEL DYNAMICS INC
-0.31%
Shares1.6K
Event2026-06-30
Filed2026-08-06
KR
KROGER CO
10.93%
Shares6.4K
Event2026-06-30
Filed2026-08-06
RBLX
ROBLOX CORP
1.75%
Shares6.2K
Event2026-06-30
Filed2026-08-06
AFL
AFLAC INC
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-06
ROL
ROLLINS INC
0.00%
Shares7.2K
Event2026-06-30
Filed2026-08-06
SDY
SPDR SERIES TRUST
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-06
TFC
TRUIST FINL CORP
0.00%
Shares5.9K
Event2026-06-30
Filed2026-08-06
LMAT
LEMAITRE VASCULAR INC
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-06
AVUV
AMERICAN CENTY ETF TR
-2.18%
Shares2.3K
Event2026-06-30
Filed2026-08-06
AMT
AMERICAN TOWER CORP
0.00%
Shares1.5K
Event2026-06-30
Filed2026-08-06
DAL
DELTA AIR LINES INC
New
Shares2.6K
Event2026-06-30
Filed2026-08-06
BLDR
BUILDERS FIRSTSOURCE INC
New
Shares2.5K
Event2026-06-30
Filed2026-08-06
VLO
VALERO ENERGY CORP
New
Shares848
Event2026-06-30
Filed2026-08-06
ILCG
ISHARES TR
New
Shares1.9K
Event2026-06-30
Filed2026-08-06
PAYX
PAYCHEX INC
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-06
NVO
NOVO-NORDISK A S
-24.28%
Shares4.4K
Event2026-06-30
Filed2026-08-06
ED
CONSOLIDATED EDISON INC
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Family Legacy, Inc. Institutional Holdings, Portfolio & P&L — TradeFomo