My-Legacy-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
205
Total Value
259116788
Accession Number
0001767802-25-000002
Form Type
13F-HR
Manager Name
My-Legacy-Advisors
Data Enrichment
75% identified
154 identified51 unidentified

Holdings

205 positions • $259.1M total value
Manager:
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WILLIAMS COMPANIES, INC.
Shares:25.8K
Value:$1.5M
% of Portfolio:0.6% ($1.5M/$259.1M)
MCDONALDS CORP
Shares:4.8K
Value:$1.5M
% of Portfolio:0.6% ($1.5M/$259.1M)
TJX COMPANIES INC /DE/
Shares:12.3K
Value:$1.5M
% of Portfolio:0.6% ($1.5M/$259.1M)
Walmart Inc.
Shares:16.7K
Value:$1.5M
% of Portfolio:0.6% ($1.5M/$259.1M)
COCA COLA CO
Shares:20.1K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$259.1M)
ENTERGY CORP /DE/
Shares:16.4K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$259.1M)
AT&T INC.
Shares:49.1K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$259.1M)
922908512
Shares:8.4K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$259.1M)
464287473
Shares:10.6K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$259.1M)
464288653
Shares:12.7K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$259.1M)
09789C812
Shares:27.4K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$259.1M)
HCA Healthcare, Inc.
Shares:3.6K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
CAPITAL ONE FINANCIAL CORP
Shares:6.9K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
THERMO FISHER SCIENTIFIC INC.
Shares:2.5K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
Duke Energy CORP
Shares:10.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
AMERICAN ELECTRIC POWER CO INC
Shares:11.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
Meta Platforms, Inc.
Shares:2.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
INTERNATIONAL PAPER CO /NEW/
Shares:22.6K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$259.1M)
46435G425
Shares:9.5K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$259.1M)
CINCINNATI FINANCIAL CORP
Shares:7.8K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$259.1M)