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Family Legacy Financial Solutions, LLC Historic Quarter Change: USA Stocks, Sold Out

Family Legacy Financial Solutions, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Family Legacy Financial Solutions, LLC opened 137 positions, added to 42, reduced 39 and sold out of 257.

  • Q2 2026: Stock AMD; Country of operation United States; Class Equity; Shares before 59,760.
  • Q2 2026: Stock LLY; Country of operation United States; Class Stock; Shares before 8,664.
  • Q2 2026: Stock RVTY; Country of operation United States; Class Equity; Shares before 54,208.
  • Q2 2026: Stock DHR; Country of operation United States; Class Equity; Shares before 23,009.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2076068), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AMD
ADVANCED MICRO DEVIC
United StatesEquity59,7600-59,760$12,156,977$0-$12,156,9772026-07-14
Q2 2026LLY
ELI LILLY & CO COM
United StatesStock8,6640-8,664$8,270,423$0-$8,270,4232026-07-14
Q2 2026RVTY
REVVITY INC
United StatesEquity54,2080-54,208$4,749,163$0-$4,749,1632026-07-14
Q2 2026DHR
DANAHER CORPORATION COM
United StatesEquity23,0090-23,009$4,362,506$0-$4,362,5062026-07-14
Q2 2026PANW
PALO ALTO NETWORKS INC COM
United StatesStock25,1200-25,120$4,036,180$0-$4,036,1802026-07-14
Q2 2026SYK
STRYKER CORP
United StatesEquity10,9460-10,946$3,596,746$0-$3,596,7462026-07-14
Q2 2026NVDA
NVIDIA CORPORATION COM
United StatesStock15,6990-15,699$2,759,257$0-$2,759,2572026-07-14
Q2 2026ADI
ANALOG DEVICES INC
United StatesEquity9,1840-9,184$2,075,187$0-$2,075,1872026-07-14
Q2 2026WM
WASTE MGMT INC DEL COM
United StatesStock7,7880-7,788$1,799,095$0-$1,799,0952026-07-14
Q2 2026MSFT
MICROSOFT CORP COM
United StatesStock4,1270-4,127$1,524,550$0-$1,524,5502026-07-14
Q2 2026DOV
DOVER CORP COM
United StatesStock7,2340-7,234$1,499,810$0-$1,499,8102026-07-14
Q2 2026META
META PLATFORMS INC CL A
United StatesStock2,5710-2,571$1,489,706$0-$1,489,7062026-07-14
Q2 2026MRVL
MARVELL TECHNOLOGY INC COM
United StatesStock12,8370-12,837$1,369,885$0-$1,369,8852026-07-14
Q2 2026DOCS
DOXIMITY INC CL A
United StatesStock57,5260-57,526$1,319,071$0-$1,319,0712026-07-14
Q2 2026COST
COSTCO WHOLESALE CORPORATION COM
United StatesStock1,3210-1,321$1,316,915$0-$1,316,9152026-07-14
Q2 2026CARR
CARRIER GLOBAL CORPORATION COM
United StatesStock18,6190-18,619$1,059,475$0-$1,059,4752026-07-14
Q2 2026D
DOMINION ENERGY INC COM
United StatesStock14,8840-14,884$923,609$0-$923,6092026-07-14
Q2 2026TSLA
TESLA INC COM
United StatesStock2,4180-2,418$921,886$0-$921,8862026-07-14
Q2 2026FTV
FORTIVE CORP DISC
United StatesEquity13,8600-13,860$877,784$0-$877,7842026-07-14
Q2 2026CMI
CUMMINS INC COM
United StatesStock1,3970-1,397$768,576$0-$768,5762026-07-14
Q2 2026VLTO
VERALTO CORP COM SHS
United StatesStock8,3250-8,325$733,177$0-$733,1772026-07-14
Q2 2026SWKS
SKYWORKS SOLUTIONS INC
United StatesEquity11,7920-11,792$631,462$0-$631,4622026-07-14
Q2 2026LUMN
LUMENTUM HLDGS INC
United StatesEquity8340-834$586,102$0-$586,1022026-07-14
Q2 2026AAPL
APPLE INC COM
United StatesStock1,7360-1,736$443,889$0-$443,8892026-07-14
Q2 2026ABBV
ABBVIE INC COM
United StatesStock1,5660-1,566$336,853$0-$336,8532026-07-14
Q2 2026RDDT
REDDIT INC CL A
United StatesStock2,3760-2,376$323,564$0-$323,5642026-07-14
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock6500-650$311,025$0-$311,0252026-07-14
Q2 2026LIN
LINDE PLC SHS
United KingdomStock5990-599$296,063$0-$296,0632026-07-14
Q2 2026ED
CONSOLIDATED EDISON INC COM
United StatesStock2,4080-2,408$274,299$0-$274,2992026-07-14
Q2 2026VRT
VERTIV HOLDINGS CO COM CL A
United StatesStock529,5190-529,519$269,558$0-$269,5582026-07-14
Q2 2026DUK
DUKE ENERGY CORP NEW COM NEW
United StatesStock1,7870-1,787$234,042$0-$234,0422026-07-14

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