Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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APPLIED MATLS INC
-4.23%APPLIED MATLS INC
Shares21.7K
Event2026-06-30
Filed2026-08-06
CAT
-3.20%CATERPILLAR INC
Shares14.0K
Event2026-06-30
Filed2026-08-06
AAPL
-0.90%APPLE INC
Shares37.7K
Event2026-06-30
Filed2026-08-06
GEV
-1.72%GE VERNOVA INC
Shares8.6K
Event2026-06-30
Filed2026-08-06
SOXX
-1.94%ISHARES TR
Shares15.3K
Event2026-06-30
Filed2026-08-06
TSM
-7.13%TAIWAN SEMICONDUCTOR MANUFAC
Shares19.8K
Event2026-06-30
Filed2026-08-06
GOOGL
-2.56%ALPHABET INC
Shares25.0K
Event2026-06-30
Filed2026-08-06
LLY
0.70%ELI LILLY & CO
Shares6.8K
Event2026-06-30
Filed2026-08-06
JPMORGAN CHASE & CO
-0.57%JPMORGAN CHASE & CO
Shares24.7K
Event2026-06-30
Filed2026-08-06
JNJ
-0.65%JOHNSON & JOHNSON
Shares31.0K
Event2026-06-30
Filed2026-08-06
DFIV
-0.75%DIMENSIONAL ETF TRUST
Shares140.7K
Event2026-06-30
Filed2026-08-06
MSFT
-0.05%MICROSOFT CORP
Shares18.8K
Event2026-06-30
Filed2026-08-06
KO
-0.36%COCA COLA CO
Shares81.0K
Event2026-06-30
Filed2026-08-06
WMT
-1.23%WALMART INC
Shares57.3K
Event2026-06-30
Filed2026-08-06
VMC
0.36%VULCAN MATLS CO
Shares21.7K
Event2026-06-30
Filed2026-08-06
DUK
-0.05%DUKE ENERGY CORP NEW
Shares50.1K
Event2026-06-30
Filed2026-08-06
AMZN
0.91%AMAZON COM INC
Shares26.0K
Event2026-06-30
Filed2026-08-06
QQQ
-0.90%INVESCO QQQ TR
Shares8.2K
Event2026-06-30
Filed2026-08-06
VISA INC
0.51%VISA INC
Shares17.0K
Event2026-06-30
Filed2026-08-06
FPE
-0.45%FIRST TR EXCH TRADED FD III
Shares303.7K
Event2026-06-30
Filed2026-08-06
STATE STR SPDR S&P 500 ETF T
-0.43%STATE STR SPDR S&P 500 ETF T
Shares7.2K
Event2026-06-30
Filed2026-08-06
HD
0.27%HOME DEPOT INC
Shares15.1K
Event2026-06-30
Filed2026-08-06
COSTCO WHOLESALE CORPORATION
-0.36%COSTCO WHOLESALE CORPORATION
Shares5.5K
Event2026-06-30
Filed2026-08-06
NVDA
0.40%NVIDIA CORPORATION
Shares25.7K
Event2026-06-30
Filed2026-08-06
LOW
0.41%LOWES COS INC
Shares22.9K
Event2026-06-30
Filed2026-08-06
GE
0.56%GE AEROSPACE
Shares13.1K
Event2026-06-30
Filed2026-08-06
DE
-0.81%DEERE & CO
Shares7.7K
Event2026-06-30
Filed2026-08-06
VO
297.95%VANGUARD INDEX FDS
Shares58.5K
Event2026-06-30
Filed2026-08-06
ANGL
-0.36%VANECK ETF TRUST
Shares160.7K
Event2026-06-30
Filed2026-08-06
AMGN
-0.57%AMGEN INC
Shares12.8K
Event2026-06-30
Filed2026-08-06
AJG
-0.05%GALLAGHER ARTHUR J & CO
Shares20.0K
Event2026-06-30
Filed2026-08-06
DGRO
-0.18%ISHARES TR
Shares59.9K
Event2026-06-30
Filed2026-08-06
MRK
0.02%MERCK & CO INC
Shares35.2K
Event2026-06-30
Filed2026-08-06
BIV
-0.83%VANGUARD BD INDEX FDS
Shares57.0K
Event2026-06-30
Filed2026-08-06
LMT
-0.21%LOCKHEED MARTIN CORP
Shares8.6K
Event2026-06-30
Filed2026-08-06
PG
-0.16%PROCTER & GAMBLE CO
Shares28.3K
Event2026-06-30
Filed2026-08-06
CISCO SYS INC
-0.81%CISCO SYS INC
Shares32.6K
Event2026-06-30
Filed2026-08-06
ORACLE CORP
-0.33%ORACLE CORP
Shares24.4K
Event2026-06-30
Filed2026-08-06
SOUTHERN CO
0.13%SOUTHERN CO
Shares36.7K
Event2026-06-30
Filed2026-08-06
UNITEDHEALTH GROUP INC
0.02%UNITEDHEALTH GROUP INC
Shares8.4K
Event2026-06-30
Filed2026-08-06
BAC
0.91%BANK OF AMER CORP
Shares60.8K
Event2026-06-30
Filed2026-08-06
WASTE MGMT INC DEL
0.03%WASTE MGMT INC DEL
Shares15.1K
Event2026-06-30
Filed2026-08-06
TDG
0.74%TRANSDIGM GROUP INC
Shares2.4K
Event2026-06-30
Filed2026-08-06
UTES
3.78%ETFIS SER TR I
Shares38.9K
Event2026-06-30
Filed2026-08-06
SBUX
-0.43%STARBUCKS CORP
Shares30.9K
Event2026-06-30
Filed2026-08-06
CSX
-1.87%CSX CORP
Shares66.0K
Event2026-06-30
Filed2026-08-06
IMCG
-0.89%ISHARES TR
Shares31.9K
Event2026-06-30
Filed2026-08-06
VNQ
-0.40%VANGUARD INDEX FDS
Shares32.4K
Event2026-06-30
Filed2026-08-06
GD
-1.02%GENERAL DYNAMICS CORP
Shares8.8K
Event2026-06-30
Filed2026-08-06
NOC
0.05%NORTHROP GRUMMAN CORP
Shares6.0K
Event2026-06-30
Filed2026-08-06
BA
0.49%BOEING CO
Shares13.6K
Event2026-06-30
Filed2026-08-06
ELV
0.16%ELEVANCE HEALTH INC FORMERLY
Shares7.4K
Event2026-06-30
Filed2026-08-06
BRK.B
0.57%BERKSHIRE HATHAWAY INC DEL
Shares5.6K
Event2026-06-30
Filed2026-08-06
TD
-0.87%TORONTO DOMINION BK ONT
Shares22.9K
Event2026-06-30
Filed2026-08-06
PLD
0.19%PROLOGIS INC.
Shares19.4K
Event2026-06-30
Filed2026-08-06
ABBVIE INC
-0.33%ABBVIE INC
Shares10.4K
Event2026-06-30
Filed2026-08-06
JMBS
6.46%JANUS DETROIT STR TR
Shares55.2K
Event2026-06-30
Filed2026-08-06
FNDF
-0.12%SCHWAB STRATEGIC TR
Shares45.9K
Event2026-06-30
Filed2026-08-06
RIO
0.26%RIO TINTO PLC
Shares25.4K
Event2026-06-30
Filed2026-08-06
VBR
-0.90%VANGUARD INDEX FDS
Shares9.9K
Event2026-06-30
Filed2026-08-06
UNP
-0.99%UNION PAC CORP
Shares8.6K
Event2026-06-30
Filed2026-08-06
ITA
0.31%ISHARES TR
Shares9.6K
Event2026-06-30
Filed2026-08-06
CHUBB LIMITED
-0.53%CHUBB LIMITED
Shares6.6K
Event2026-06-30
Filed2026-08-06
PEP
-0.55%PEPSICO INC
Shares15.3K
Event2026-06-30
Filed2026-08-06
ETN
-0.02%EATON CORP PLC
Shares4.7K
Event2026-06-30
Filed2026-08-06
IPAC
-0.25%ISHARES TR
Shares23.2K
Event2026-06-30
Filed2026-08-06
NSC
-0.74%NORFOLK SOUTHN CORP
Shares6.0K
Event2026-06-30
Filed2026-08-06
BSV
-1.22%VANGUARD BD INDEX FDS
Shares23.7K
Event2026-06-30
Filed2026-08-06
CI
-0.31%THE CIGNA GROUP
Shares6.7K
Event2026-06-30
Filed2026-08-06
DRI
1.35%DARDEN RESTAURANTS INC
Shares8.1K
Event2026-06-30
Filed2026-08-06
COF
1.39%CAPITAL ONE FINL CORP
Shares8.2K
Event2026-06-30
Filed2026-08-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares2
Event2026-06-30
Filed2026-08-06
MCD
0.81%MCDONALDS CORP
Shares5.5K
Event2026-06-30
Filed2026-08-06
CVX
9.63%CHEVRON CORPORATION
Shares8.9K
Event2026-06-30
Filed2026-08-06
TMO
-0.29%THERMO FISHER SCIENTIFIC INC
Shares2.8K
Event2026-06-30
Filed2026-08-06
FSLR
7.62%FIRST SOLAR INC
Shares5.8K
Event2026-06-30
Filed2026-08-06
UCB
-1.37%UNITED CMNTY BKS BLAIRSVLE G
Shares38.8K
Event2026-06-30
Filed2026-08-06
DIS
-0.79%DISNEY WALT CO
Shares12.1K
Event2026-06-30
Filed2026-08-06
MASTERCARD INCORPORATED
-0.57%MASTERCARD INCORPORATED
Shares2.3K
Event2026-06-30
Filed2026-08-06
FITB
3.65%FIFTH THIRD BANCORP
Shares20.5K
Event2026-06-30
Filed2026-08-06
DHR
-0.36%DANAHER CORP DEL
Shares6.0K
Event2026-06-30
Filed2026-08-06
BAB
-0.12%INVESCO EXCH TRADED FD TR II
Shares41.9K
Event2026-06-30
Filed2026-08-06
GEHC
-0.06%GE HEALTHCARE TECHNOLOGIES I
Shares16.1K
Event2026-06-30
Filed2026-08-06
PSA
-0.64%PUBLIC STORAGE
Shares3.1K
Event2026-06-30
Filed2026-08-06
CVS
1.70%CVS HEALTH CORP
Shares9.4K
Event2026-06-30
Filed2026-08-06
C
2.28%CITIGROUP INC
Shares6.6K
Event2026-06-30
Filed2026-08-06
WFC
0.00%WELLS FARGO & CO
Shares10.8K
Event2026-06-30
Filed2026-08-06
AEP
1.63%AMERICAN ELEC PWR CO INC
Shares6.3K
Event2026-06-30
Filed2026-08-06
GM
-1.37%GENERAL MTRS CO
Shares10.6K
Event2026-06-30
Filed2026-08-06
ABT
0.00%ABBOTT LABORATORIES
Shares8.8K
Event2026-06-30
Filed2026-08-06
AEROVIRONMENT INC
0.94%AEROVIRONMENT INC
Shares4.7K
Event2026-06-30
Filed2026-08-06
GLPI
-3.21%GAMING & LEISURE P
Shares17.1K
Event2026-06-30
Filed2026-08-06
FDX
0.67%FEDEX CORP
Shares2.4K
Event2026-06-30
Filed2026-08-06
NHI
0.00%NATIONAL HEALTH INVS INC
Shares9.3K
Event2026-06-30
Filed2026-08-06
INTU
-0.31%INTUIT
Shares2.6K
Event2026-06-30
Filed2026-08-06
EA
-3.25%ELECTRONIC ARTS INC
Shares3.3K
Event2026-06-30
Filed2026-08-06
MDLZ
0.00%MONDELEZ INTL INC
Shares11.5K
Event2026-06-30
Filed2026-08-06
FDT
-0.97%FIRST TR EXCH TRD ALPHDX FD
Shares6.9K
Event2026-06-30
Filed2026-08-06
SPDW
0.00%SPDR INDEX SHS FDS
Shares12.8K
Event2026-06-30
Filed2026-08-06
O
-0.85%REALTY INCOME CORP
Shares9.9K
Event2026-06-30
Filed2026-08-06
SCHW
0.19%SCHWAB CHARLES CORP
Shares6.4K
Event2026-06-30
Filed2026-08-06
AWK
-2.55%AMERICAN WTR WKS CO INC NEW
Shares3.7K
Event2026-06-30
Filed2026-08-06
LMBS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares8.5K
Event2026-06-30
Filed2026-08-06
TSCO
-26.17%TRACTOR SUPPLY CO
Shares13.1K
Event2026-06-30
Filed2026-08-06
IWS
0.00%ISHARES TR
Shares2.4K
Event2026-06-30
Filed2026-08-06
UPS
0.00%UNITED PARCEL SVCS INC
Shares3.5K
Event2026-06-30
Filed2026-08-06
WPC
1.94%WP CAREY INC
Shares5.2K
Event2026-06-30
Filed2026-08-06
STLD
-0.31%STEEL DYNAMICS INC
Shares1.6K
Event2026-06-30
Filed2026-08-06
KR
10.93%KROGER CO
Shares6.4K
Event2026-06-30
Filed2026-08-06
RBLX
1.75%ROBLOX CORP
Shares6.2K
Event2026-06-30
Filed2026-08-06
AFL
0.00%AFLAC INC
Shares2.6K
Event2026-06-30
Filed2026-08-06
ROL
0.00%ROLLINS INC
Shares7.2K
Event2026-06-30
Filed2026-08-06
SDY
0.00%SPDR SERIES TRUST
Shares1.9K
Event2026-06-30
Filed2026-08-06
TFC
0.00%TRUIST FINL CORP
Shares5.9K
Event2026-06-30
Filed2026-08-06
LMAT
0.00%LEMAITRE VASCULAR INC
Shares3.0K
Event2026-06-30
Filed2026-08-06
AVUV
-2.18%AMERICAN CENTY ETF TR
Shares2.3K
Event2026-06-30
Filed2026-08-06
AMT
0.00%AMERICAN TOWER CORP
Shares1.5K
Event2026-06-30
Filed2026-08-06
DAL
NewDELTA AIR LINES INC
Shares2.6K
Event2026-06-30
Filed2026-08-06
BLDR
NewBUILDERS FIRSTSOURCE INC
Shares2.5K
Event2026-06-30
Filed2026-08-06
VLO
NewVALERO ENERGY CORP
Shares848
Event2026-06-30
Filed2026-08-06
ILCG
NewISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-08-06
PAYX
0.00%PAYCHEX INC
Shares2.2K
Event2026-06-30
Filed2026-08-06
NVO
-24.28%NOVO-NORDISK A S
Shares4.4K
Event2026-06-30
Filed2026-08-06
ED
0.00%CONSOLIDATED EDISON INC
Shares1.9K
Event2026-06-30
Filed2026-08-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available