ML
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My Legacy Advisors, LLC13F | |
| My Legacy Advisors, LLC | |
| Last update 2024-10-21 | 195 Stocks (6 new) |
| Value $253.00 Mil | Turnover 2 % |
| Portfolio Report | |
My Legacy Advisors, LLC Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSB | iShares Core Total USD Bond Market ETF | 262,793 | 12382.800 | -12.54% | 4.890 | -0.54% | 0.040 | +0.28% | -0.37% | 33062.799 | ||
IVV | iShares Core S&P 500 ETF | 15,887 | 9163.740 | -24.17% | 3.620 | -0.89% | 0.000 | +6.62% | +22.20% | 546420.411 | ||
AAPL | Apple Inc | 35,410 | 8250.440 | -17.78% | 3.260 | -0.52% | 0.000 | +7.21% | +21.69% | 3538457.284 | Hardware | |
MSFT | Microsoft Corp | 18,783 | 8082.250 | -16.42% | 3.190 | -0.53% | 0.000 | +0.52% | +14.09% | 3171604.910 | Software | |
SPLG | SPDR Portfolio S&P 500 ETF | 112,324 | 7583.000 | -51.92% | 2.990 | -2.48% | 0.020 | +6.73% | +22.22% | 48535.693 | ||
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 86,871 | 6975.740 | -14.69% | 2.750 | -0.37% | 0.050 | +1.52% | +2.70% | 13673.292 | ||
SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | 150,279 | 6525.110 | -13.17% | 2.580 | -0.31% | 0.110 | +1.06% | +2.04% | 6026.417 | ||
IVW | iShares S&P 500 Growth ETF | 52,240 | 5001.980 | -41.85% | 1.980 | -1.11% | 0.010 | +8.63% | +30.04% | 54366.484 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 24,768 | 4440.890 | -36.88% | 1.750 | -0.79% | 0.010 | +6.34% | +22.39% | 49777.959 | ||
DYNF | iShares U.S. Equity Factor Rotation Active ETF | 87,638 | 4335.450 | -37.04% | 1.710 | -0.77% | 0.040 | +8.28% | +27.83% | 12656.890 |
My Legacy Advisors, LLC's Historical Top Holdings Breakdowns
My Legacy Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 2024-09-30 | Reduce | -2.48% | 60.84 ($65.03) 67.51 | $68.07 | 4.68% | Reduce -51.92% | 112,324 | -121,307 | |
IVW | iShares S&P 500 Growth ETF | 2024-09-30 | Reduce | -1.11% | 84.77 ($92.32) 97.13 | $97.48 | 5.59% | Reduce -41.85% | 52,240 | -37,604 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Reduce | -0.89% | 520.18 ($556.01) 576.82 | $581.91 | 4.66% | Reduce -24.17% | 15,887 | -5,064 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2024-09-30 | Reduce | -0.79% | 162.64 ($173.44) 179.3 | $179.34 | 3.40% | Reduce -36.88% | 24,768 | -14,471 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-09-30 | Reduce | -0.78% | 96.84 ($103.75) 108.77 | $103.29 | -0.44% | Reduce -40.53% | 34,997 | -23,851 | |
DYNF | iShares U.S. Equity Factor Rotation Active ETF | 2024-09-30 | Reduce | -0.77% | 44.24 ($47.64) 49.47 | $50.34 | 5.66% | Reduce -37.04% | 87,638 | -51,553 | |
IUSB | iShares Core Total USD Bond Market ETF | 2024-09-30 | Reduce | -0.54% | 44.83 ($46.4) 47.42 | $45.77 | -1.36% | Reduce -12.54% | 262,793 | -37,680 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -0.53% | 395.15 ($427.47) 467.56 | $426.61 | -0.20% | Reduce -16.42% | 18,783 | -3,691 | |
AAPL | Apple Inc | 2024-09-30 | Reduce | -0.52% | 207.23 ($223.32) 234.82 | $232.73 | 4.21% | Reduce -17.78% | 35,410 | -7,659 | |
IYW | iShares U.S. Technology ETF | 2024-09-30 | Reduce | -0.47% | 133.16 ($147.06) 158.73 | $155.79 | 5.94% | Reduce -39.46% | 15,064 | -9,817 |
My Legacy Advisors, LLC Total Holding History ($B)
My Legacy Advisors, LLC's Asset Allocation
My Legacy Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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My Legacy Advisors, LLC's Hypothetical Growth since 2024-09-30
My Legacy Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
My Legacy Advisors, LLC's Holdings Heat Map
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My Legacy Advisors, LLC's Holdings Bubble Chart
My Legacy Advisors, LLC News
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