The Analysis of My Legacy Advisors, LLC's Holdings

Currently, My Legacy Advisors, LLC holds 206 types of securities in its portfolio with a total value $280.8M. In the most recent quarter, they have increased their positions in IAGG (+35.4K shares, valued at $1.8M), THRO (+50.3K shares, valued at $1.8M), XTEN (+33.3K shares, valued at $1.5M); decreased their positions in SPYM (-46.6K shares, valued at $3.4M), EMXC (-24.7K shares, valued at $1.6M), DIS (-8.8K shares, valued at $1.1M); initiated new positions in IAGG (+35.4K shares, valued at $1.8M), IWR (+11.1K shares, valued at $1.0M), STIP (+8.0K shares, valued at $817.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSB ISHARES TR247.3K shares-3.19%2025-06-302025-07-11

MSFT MICROSOFT CORP19.8K shares2.35%2025-06-302025-07-11

IVV ISHARES TR14.4K shares-9.75%2025-06-302025-07-11

AAPL APPLE INC39.2K shares2.43%2025-06-302025-07-11

HYG ISHARES TR95.6K shares5.43%2025-06-302025-07-11

SHYG ISHARES TR171.1K shares3.95%2025-06-302025-07-11

NVDA NVIDIA CORPORATION38.7K shares6.00%2025-06-302025-07-11

QUAL ISHARES TR29.2K shares3.31%2025-06-302025-07-11

Sponsored

IVW ISHARES TR45.2K shares-11.32%2025-06-302025-07-11

DYNF BLACKROCK ETF TRUST90.4K shares4.43%2025-06-302025-07-11

EFV ISHARES TR77.2K shares36.25%2025-06-302025-07-11

AMZN AMAZON COM INC22.0K shares1.01%2025-06-302025-07-11

VTEB VANGUARD MUN BD FDS95.1K shares30.49%2025-06-302025-07-11

SPYM SPDR SERIES TRUST56.2K shares-45.37%2025-06-302025-07-11

GOOGL ALPHABET INC22.2K shares6.24%2025-06-302025-07-11

IVE ISHARES TR18.6K shares12.16%2025-06-302025-07-11

Sponsored

EMB ISHARES TR37.6K shares6.45%2025-06-302025-07-11

MUB ISHARES TR31.4K shares-3.27%2025-06-302025-07-11

SCHZ SCHWAB STRATEGIC TR138.9K shares-6.44%2025-06-302025-07-11

IEMG ISHARES INC53.0K shares83.40%2025-06-302025-07-11

SRLN SSGA ACTIVE ETF TR74.5K shares8.58%2025-06-302025-07-11

JPM JPMORGAN CHASE & CO.10.2K shares3.39%2025-06-302025-07-11

COST COSTCO WHSL CORP NEW3.0K shares1.69%2025-06-302025-07-11

BRK.B BERKSHIRE HATHAWAY INC DEL6.0K shares5.99%2025-06-302025-07-11

Sponsored

MBB ISHARES TR30.3K shares13.50%2025-06-302025-07-11

OEF ISHARES TR9.1K shares1.88%2025-06-302025-07-11

XTEN BONDBLOXX ETF TRUST60.7K shares121.48%2025-06-302025-07-11

EFG ISHARES TR24.2K shares-1.47%2025-06-302025-07-11

V VISA INC7.3K shares1.62%2025-06-302025-07-11

TT TRANE TECHNOLOGIES PLC5.8K shares1.93%2025-06-302025-07-11

MA MASTERCARD INCORPORATED4.4K shares2.69%2025-06-302025-07-11

IYW ISHARES TR13.7K shares-5.04%2025-06-302025-07-11

Sponsored

VOT VANGUARD INDEX FDS7.9K shares-17.52%2025-06-302025-07-11

THRO BLACKROCK ETF TRUST61.5K shares450.08%2025-06-302025-07-11

CTAS CINTAS CORP10.2K shares0.99%2025-06-302025-07-11

BINC BLACKROCK ETF TRUST II40.5K shares19.80%2025-06-302025-07-11

HD HOME DEPOT INC5.4K shares1.68%2025-06-302025-07-11

META META PLATFORMS INC2.6K shares25.42%2025-06-302025-07-11

TMUS T-MOBILE US INC8.1K shares3.46%2025-06-302025-07-11

TLH ISHARES TR18.4K shares44.69%2025-06-302025-07-11

Sponsored

IAGG ISHARES TR35.4K sharesnew addition2025-06-302025-07-11

IWM ISHARES TR8.0K shares339.10%2025-06-302025-07-11

PECO PHILLIPS EDISON & CO INC47.4K shares5.60%2025-06-302025-07-11

PWR QUANTA SVCS INC4.3K shares-0.09%2025-06-302025-07-11

WMT WALMART INC16.9K shares1.54%2025-06-302025-07-11

COF CAPITAL ONE FINL CORP7.1K shares2.89%2025-06-302025-07-11

TJX TJX COS INC NEW12.6K shares2.56%2025-06-302025-07-11

XLG INVESCO EXCHANGE TRADED FD T29.2K shares58.72%2025-06-302025-07-11

Sponsored

IGSB ISHARES TR28.7K shares-27.48%2025-06-302025-07-11

WMB WILLIAMS COS INC25.7K shares-0.38%2025-06-302025-07-11

MCD MCDONALDS CORP5.0K shares3.46%2025-06-302025-07-11

KO COCA COLA CO20.3K shares0.98%2025-06-302025-07-11

T AT&T INC50.2K shares2.30%2025-06-302025-07-11

AVGO BROADCOM INC5.0K shares13.87%2025-06-302025-07-11

ETR ENTERGY CORP NEW16.6K shares0.78%2025-06-302025-07-11

IWS ISHARES TR10.0K shares-5.58%2025-06-302025-07-11

Sponsored

TSLA TESLA INC4.4K shares-0.43%2025-06-302025-07-11

HCA HCA HEALTHCARE INC3.6K shares-1.33%2025-06-302025-07-11

VOE VANGUARD INDEX FDS7.9K shares-6.61%2025-06-302025-07-11

AEP AMERICAN ELEC PWR CO INC11.5K shares3.18%2025-06-302025-07-11

IP INTERNATIONAL PAPER CO23.2K shares2.42%2025-06-302025-07-11

FITB FIFTH THIRD BANCORP27.3K shares-0.30%2025-06-302025-07-11

DUK DUKE ENERGY CORP NEW10.1K shares0.21%2025-06-302025-07-11

IBM INTERNATIONAL BUSINESS MACHS4.1K shares1.45%2025-06-302025-07-11

Sponsored

ESGU ISHARES TR8.5K shares-10.30%2025-06-302025-07-11

PM PHILIP MORRIS INTL INC6.4K shares7.22%2025-06-302025-07-11

CFG CITIZENS FINL GROUP INC24.0K shares-0.85%2025-06-302025-07-11

CINF CINCINNATI FINL CORP7.6K shares-2.19%2025-06-302025-07-11

TMO THERMO FISHER SCIENTIFIC INC2.6K shares2.74%2025-06-302025-07-11

CVX CHEVRON CORP NEW7.1K shares13.02%2025-06-302025-07-11

MET METLIFE INC14.0K shares1.19%2025-06-302025-07-11

NEE NEXTERA ENERGY INC14.7K shares5.33%2025-06-302025-07-11

Sponsored

VUG VANGUARD INDEX FDS2.5K shares-14.10%2025-06-302025-07-11

VRTX VERTEX PHARMACEUTICALS INC2.3K shares2.86%2025-06-302025-07-11

VZ VERIZON COMMUNICATIONS INC25.8K shares2.60%2025-06-302025-07-11

MO ALTRIA GROUP INC18.5K shares6.52%2025-06-302025-07-11

VTI VANGUARD INDEX FDS3.5K shares-0.17%2025-06-302025-07-11

SPMO INVESCO EXCH TRADED FD TR II9.6K shares3.56%2025-06-302025-07-11

ABBV ABBVIE INC5.4K shares0.84%2025-06-302025-07-11

UNH UNITEDHEALTH GROUP INC3.5K shares-26.18%2025-06-302025-07-11

Sponsored

IWR ISHARES TR11.1K sharesnew addition2025-06-302025-07-11

IGIB ISHARES TR19.2K shares36.52%2025-06-302025-07-11

SUSL ISHARES TR9.0K shares-2.92%2025-06-302025-07-11

PH PARKER-HANNIFIN CORP1.4K shares4.08%2025-06-302025-07-11

TFC TRUIST FINL CORP20.5K shares32.16%2025-06-302025-07-11

LIN LINDE PLC1.9K shares11.63%2025-06-302025-07-11

C CITIGROUP INC10.4K shares4.62%2025-06-302025-07-11

NFLX NETFLIX INC722 shares6.02%2025-06-302025-07-11

Sponsored

USB US BANCORP DEL18.8K shares5.60%2025-06-302025-07-11

NI NISOURCE INC22.5K shares2.94%2025-06-302025-07-11

ADBE ADOBE INC2.3K shares-17.42%2025-06-302025-07-11

FTSL FIRST TR EXCHANGE-TRADED FD18.4K shares-0.87%2025-06-302025-07-11

CRM SALESFORCE INC3.2K shares8.81%2025-06-302025-07-11

PEP PEPSICO INC6.1K shares-8.57%2025-06-302025-07-11

PG PROCTER AND GAMBLE CO5.2K shares9.22%2025-06-302025-07-11

AGGY WISDOMTREE TR18.9K shares-8.42%2025-06-302025-07-11

Sponsored

STIP ISHARES TR8.0K sharesnew addition2025-06-302025-07-11

RF REGIONS FINANCIAL CORP NEW32.8K shares15.80%2025-06-302025-07-11

SPGI S&P GLOBAL INC1.5K shares-3.60%2025-06-302025-07-11

EOG EOG RES INC6.6K shares3.67%2025-06-302025-07-11

IVLU ISHARES TR24.1K shares-1.86%2025-06-302025-07-11

HIG HARTFORD INSURANCE GROUP INC6.5K shares-2.09%2025-06-302025-07-11

VTV VANGUARD INDEX FDS4.4K shares-0.05%2025-06-302025-07-11

FE FIRSTENERGY CORP18.9K shares3.92%2025-06-302025-07-11

Sponsored

NOC NORTHROP GRUMMAN CORP1.4K shares-0.07%2025-06-302025-07-11

PEG PUBLIC SVC ENTERPRISE GRP IN8.9K shares2.32%2025-06-302025-07-11

LLY ELI LILLY & CO922 shares65.23%2025-06-302025-07-11

KLAC KLA CORP783 shares10.59%2025-06-302025-07-11

D DOMINION ENERGY INC12.4K shares2.65%2025-06-302025-07-11

DTD WISDOMTREE TR8.9K shares-8.72%2025-06-302025-07-11

GLDM WORLD GOLD TR10.9K shares-21.10%2025-06-302025-07-11

WEC WEC ENERGY GROUP INC6.7K shares0.83%2025-06-302025-07-11

Sponsored

LMT LOCKHEED MARTIN CORP1.5K shares-3.54%2025-06-302025-07-11

BSV VANGUARD BD INDEX FDS8.9K shares31.13%2025-06-302025-07-11

ROP ROPER TECHNOLOGIES INC1.3K shares-1.41%2025-06-302025-07-11

MMC MARSH & MCLENNAN COS INC3.2K shares12.80%2025-06-302025-07-11

PFE PFIZER INC25.3K shares105.06%2025-06-302025-07-11

DGRW WISDOMTREE TR7.6K shares-6.82%2025-06-302025-07-11

CSX CSX CORP19.3K shares13.39%2025-06-302025-07-11

F FORD MTR CO53.5K shares14.18%2025-06-302025-07-11

Sponsored

IAU ISHARES GOLD TR10.1K shares-24.70%2025-06-302025-07-11

ORCL ORACLE CORP2.7K sharesnew addition2025-06-302025-07-11

CME CME GROUP INC2.3K shares-4.24%2025-06-302025-07-11

BAI BLACKROCK ETF TRUST21.4K sharesnew addition2025-06-302025-07-11

SUB ISHARES TR5.8K shares54.29%2025-06-302025-07-11

BAC BANK AMERICA CORP13.2K shares9.83%2025-06-302025-07-11

VCIT VANGUARD SCOTTSDALE FDS7.5K shares-17.23%2025-06-302025-07-11

UNM UNUM GROUP7.6K shares-1.30%2025-06-302025-07-11

Sponsored

ISRG INTUITIVE SURGICAL INC1.1K sharesnew addition2025-06-302025-07-11

ES EVERSOURCE ENERGY8.9K shares5.45%2025-06-302025-07-11

O REALTY INCOME CORP10.0K shares-8.42%2025-06-302025-07-11

SDY SPDR SERIES TRUST4.0K shares-0.40%2025-06-302025-07-11

SRE SEMPRA7.4K shares-12.27%2025-06-302025-07-11

ASML ASML HOLDING N V689 shares-59.78%2025-06-302025-07-11

SYK STRYKER CORPORATION1.4K sharesnew addition2025-06-302025-07-11

GOVT ISHARES TR23.4K shares56.66%2025-06-302025-07-11

Sponsored

DTE DTE ENERGY CO3.9K shares-5.42%2025-06-302025-07-11

IEV ISHARES TR8.1K shares-7.07%2025-06-302025-07-11

INTC INTEL CORP21.2K sharesnew addition2025-06-302025-07-11

MRK MERCK & CO INC5.9K shares0.84%2025-06-302025-07-11

GIS GENERAL MLS INC9.5K shares-6.14%2025-06-302025-07-11

SCHG SCHWAB STRATEGIC TR16.2K shares33.59%2025-06-302025-07-11

ABT ABBOTT LABS3.5K shares0.00%2025-06-302025-07-11

FNF FIDELITY NATIONAL FINANCIAL9.1K shares4.06%2025-06-302025-07-11

Sponsored

HIMU BLACKROCK ETF TRUST II9.5K shares-9.15%2025-06-302025-07-11

STX SEAGATE TECHNOLOGY HLDNGS PL3.1K shares-3.65%2025-06-302025-07-11

AMD ADVANCED MICRO DEVICES INC3.1K sharesnew addition2025-06-302025-07-11

LCTU BLACKROCK ETF TRUST6.5K shares-14.57%2025-06-302025-07-11

IPG INTERPUBLIC GROUP COS INC17.4K shares2.54%2025-06-302025-07-11

XEL XCEL ENERGY INC6.3K shares54.29%2025-06-302025-07-11

EMXC ISHARES INC6.7K shares-78.72%2025-06-302025-07-11

FTNT FORTINET INC4.2K shares0.00%2025-06-302025-07-11

Sponsored

VYM VANGUARD WHITEHALL FDS3.0K shares-14.16%2025-06-302025-07-11

VB VANGUARD INDEX FDS1.6K shares-55.73%2025-06-302025-07-11

VYMI VANGUARD WHITEHALL FDS4.8K shares-15.27%2025-06-302025-07-11

BUD ANHEUSER BUSCH INBEV SA/NV5.8K shares-54.40%2025-06-302025-07-11

SNPS SYNOPSYS INC663 shares0.00%2025-06-302025-07-11

KMB KIMBERLY-CLARK CORP2.8K shares37.83%2025-06-302025-07-11

GILD GILEAD SCIENCES INC3.1K sharesnew addition2025-06-302025-07-11

UPS UNITED PARCEL SERVICE INC3.5K sharesnew addition2025-06-302025-07-11

Sponsored

DEM WISDOMTREE TR7.6K shares44.84%2025-06-302025-07-11

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2025-06-302025-07-11

SHY ISHARES TR4.2K shares11.82%2025-06-302025-07-11

SON SONOCO PRODS CO7.2K shares8.07%2025-06-302025-07-11

HPQ HP INC13.0K shares13.78%2025-06-302025-07-11

BBY BEST BUY INC4.5K shares33.76%2025-06-302025-07-11

DIS DISNEY WALT CO2.6K shares-76.91%2025-06-302025-07-11

EMR EMERSON ELEC CO2.3K shares-19.82%2025-06-302025-07-11

Sponsored

BROS DUTCH BROS INC5.0K shares13.03%2025-06-302025-07-11

DSI ISHARES TR2.7K shares-18.56%2025-06-302025-07-11

PRU PRUDENTIAL FINL INC2.9K sharesnew addition2025-06-302025-07-11

USHY ISHARES TR8.3K shares0.00%2025-06-302025-07-11

ITOT ISHARES TR2.3K shares-8.07%2025-06-302025-07-11

BAM BROOKFIELD ASSET MANAGMT LTD5.4K shares-1.74%2025-06-302025-07-11

SHW SHERWIN WILLIAMS CO839 shares-3.23%2025-06-302025-07-11

HRB BLOCK H & R INC5.2K shares-1.34%2025-06-302025-07-11

Sponsored

ICVT ISHARES TR3.2K shares3.07%2025-06-302025-07-11

SCHX SCHWAB STRATEGIC TR11.4K shares-1.48%2025-06-302025-07-11

USXF ISHARES TR5.0K shares-38.72%2025-06-302025-07-11

QHY WISDOMTREE TR6.0K shares-7.18%2025-06-302025-07-11

SEIQ SEI EXCHANGE TRADED FUNDS7.3K shares-0.97%2025-06-302025-07-11

USMV ISHARES TR2.9K shares-29.04%2025-06-302025-07-11

MPC MARATHON PETE CORP1.5K shares-22.10%2025-06-302025-07-11

SLB SCHLUMBERGER LTD7.3K shares17.15%2025-06-302025-07-11

Sponsored

OMF ONEMAIN HLDGS INC4.4K shares-4.19%2025-06-302025-07-11

VEA VANGUARD TAX-MANAGED FDS4.5K shares-12.08%2025-06-302025-07-11

IEI ISHARES TR2.2K shares23.62%2025-06-302025-07-11

SCHV SCHWAB STRATEGIC TR9.1K shares-33.70%2025-06-302025-07-11

EIX EDISON INTL5.0K sharesnew addition2025-06-302025-07-11

VLO VALERO ENERGY CORP1.6K sharesnew addition2025-06-302025-07-11

PCAR PACCAR INC2.5K shares0.00%2025-06-302025-07-11

MTUM ISHARES TR1.1K shares-8.85%2025-06-302025-07-11

Sponsored

CB CHUBB LIMITED867 sharesnew addition2025-06-302025-07-11

SUSC ISHARES TR10.5K shares-13.90%2025-06-302025-07-11

BND VANGUARD BD INDEX FDS3.3K sharesnew addition2025-06-302025-07-11

XOM EXXON MOBIL CORP2.1K shares-73.13%2025-06-302025-07-11

PFF ISHARES TR7.3K shares-28.28%2025-06-302025-07-11

INTU INTUIT304 sharesnew addition2025-06-302025-07-11

IWB ISHARES TR657 sharesnew addition2025-06-302025-07-11

IEFA ISHARES TR2.7K shares-8.98%2025-06-302025-07-11

Sponsored

IQDG WISDOMTREE TR5.5K shares-53.56%2025-06-302025-07-11

TFI SPDR SERIES TRUST4.9K shares-3.20%2025-06-302025-07-11

ACN ACCENTURE PLC IRELAND745 shares-20.91%2025-06-302025-07-11

PKST PEAKSTONE REALTY TRUST15.3K shares-37.51%2025-06-302025-07-11

CSCO CISCO SYS INC3.0K sharesnew addition2025-06-302025-07-11

SPMD SPDR SERIES TRUST3.6K sharesnew addition2025-06-302025-07-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available