My Legacy Advisors, LLC current holdings: USA Stocks
My Legacy Advisors, LLC reported $0.14 billion in share positions in stocks (listed in the US), 123 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are MSFT, AAPL, NVDA.
- MSFT: Country of operation United States; Class COM; Shares 19,776; Value $9,917,378.
- AAPL: Country of operation United States; Class COM; Shares 39,178; Value $8,321,801.
- NVDA: Country of operation United States; Class COM; Shares 38,703; Value $6,351,215.
- AMZN: Country of operation United States; Class COM; Shares 22,023; Value $4,894,832.
Form 13F-HR as filed (SEC CIK 1767802): quarter ended 2025-06-30, filed 2025-07-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | United States | COM | 19,776 | $9,917,378 | 7.14% | 2025-06-30 | 2025-07-11 | +2.32% |
| AAPL APPLE INC | United States | COM | 39,178 | $8,321,801 | 5.99% | 2025-06-30 | 2025-07-11 | |
| NVDA NVIDIA CORPORATION | United States | COM | 38,703 | $6,351,215 | 4.57% | 2025-06-30 | 2025-07-11 | +43.81% |
| AMZN AMAZON COM INC | United States | COM | 22,023 | $4,894,832 | 3.52% | 2025-06-30 | 2025-07-11 | +12.43% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 22,216 | $3,946,006 | 2.84% | 2025-06-30 | 2025-07-11 | +93.45% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 10,234 | $2,949,252 | 2.12% | 2025-06-30 | 2025-07-11 | +15.55% |
| COST COSTCO WHSL CORP NEW | United States | COM | 2,951 | $2,862,972 | 2.06% | 2025-06-30 | 2025-07-11 | -6.60% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5,978 | $2,859,098 | 2.06% | 2025-06-30 | 2025-07-11 | ||
| V VISA INC | United States | COM CL A | 7,269 | $2,586,892 | 1.86% | 2025-06-30 | 2025-07-11 | +3.05% |
| TT TRANE TECHNOLOGIES PLC | SHS | 5,796 | $2,518,536 | 1.81% | 2025-06-30 | 2025-07-11 | +4.16% | |
| MA MASTERCARD INCORPORATED | United States | CL A | 4,398 | $2,478,361 | 1.78% | 2025-06-30 | 2025-07-11 | +0.29% |
| CTAS CINTAS CORP | United States | COM | 10,164 | $2,201,116 | 1.58% | 2025-06-30 | 2025-07-11 | -11.28% |
| HD HOME DEPOT INC | United States | COM | 5,448 | $2,033,738 | 1.46% | 2025-06-30 | 2025-07-11 | -21.44% |
| META META PLATFORMS INC | United States | CL A | 2,630 | $1,912,641 | 1.38% | 2025-06-30 | 2025-07-11 | +0.09% |
| TMUS T-MOBILE US INC | United States | COM | 8,129 | $1,854,631 | 1.34% | 2025-06-30 | 2025-07-11 | -31.60% |
| PECO PHILLIPS EDISON & CO INC | United States | COMMON STOCK | 47,367 | $1,636,536 | 1.18% | 2025-06-30 | 2025-07-11 | +7.48% |
| PWR QUANTA SVCS INC | United States | COM | 4,301 | $1,634,767 | 1.18% | 2025-06-30 | 2025-07-11 | +72.39% |
| WMT WALMART INC | United States | COM | 16,908 | $1,603,893 | 1.15% | 2025-06-30 | 2025-07-11 | +9.22% |
| COF CAPITAL ONE FINL CORP | United States | COM | 7,113 | $1,570,124 | 1.13% | 2025-06-30 | 2025-07-11 | -7.66% |
| TJX TJX COS INC NEW | United States | COM | 12,619 | $1,566,775 | 1.13% | 2025-06-30 | 2025-07-11 | +8.35% |
| WMB WILLIAMS COS INC | United States | COM | 25,668 | $1,483,110 | 1.07% | 2025-06-30 | 2025-07-11 | +9.27% |
| MCD MCDONALDS CORP | United States | COM | 4,968 | $1,482,477 | 1.07% | 2025-06-30 | 2025-07-11 | -19.92% |
| KO COCA COLA CO | United States | COM | 20,321 | $1,417,796 | 1.02% | 2025-06-30 | 2025-07-11 | +22.74% |
| T AT&T INC | United States | COM | 50,192 | $1,386,298 | 1.00% | 2025-06-30 | 2025-07-11 | -15.41% |
| AVGO BROADCOM INC | United States | COM | 4,992 | $1,374,797 | 0.99% | 2025-06-30 | 2025-07-11 | +28.82% |
| ETR ENTERGY CORP NEW | United States | COM | 16,576 | $1,361,221 | 0.98% | 2025-06-30 | 2025-07-11 | +20.02% |
| TSLA TESLA INC | United States | COM | 4,369 | $1,353,822 | 0.97% | 2025-06-30 | 2025-07-11 | +11.07% |
| HCA HCA HEALTHCARE INC | United States | COM | 3,554 | $1,344,549 | 0.97% | 2025-06-30 | 2025-07-11 | +12.67% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 11,461 | $1,215,324 | 0.88% | 2025-06-30 | 2025-07-11 | +14.98% |
| IP INTERNATIONAL PAPER CO | United States | COM | 23,175 | $1,214,602 | 0.87% | 2025-06-30 | 2025-07-11 | -28.85% |
| FITB FIFTH THIRD BANCORP | United States | COM | 27,318 | $1,203,358 | 0.87% | 2025-06-30 | 2025-07-11 | +23.92% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 10,128 | $1,196,826 | 0.86% | 2025-06-30 | 2025-07-11 | -3.21% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 4,141 | $1,190,248 | 0.86% | 2025-06-30 | 2025-07-11 | -25.37% |
| PM PHILIP MORRIS INTL INC | United States | COM | 6,445 | $1,166,481 | 0.84% | 2025-06-30 | 2025-07-11 | +6.46% |
| CFG CITIZENS FINL GROUP INC | United States | COM | 23,983 | $1,148,786 | 0.83% | 2025-06-30 | 2025-07-11 | +42.77% |
| CINF CINCINNATI FINL CORP | United States | COM | 7,633 | $1,128,577 | 0.81% | 2025-06-30 | 2025-07-11 | +8.20% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 2,554 | $1,100,084 | 0.79% | 2025-06-30 | 2025-07-11 | +67.61% |
| CVX CHEVRON CORP NEW | United States | COM | 7,125 | $1,098,416 | 0.79% | 2025-06-30 | 2025-07-11 | +42.73% |
| MET METLIFE INC | United States | COM | 14,000 | $1,097,180 | 0.79% | 2025-06-30 | 2025-07-11 | +18.38% |
| NEE NEXTERA ENERGY INC | United States | COM | 14,667 | $1,094,745 | 0.79% | 2025-06-30 | 2025-07-11 | +9.32% |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 2,263 | $1,085,176 | 0.78% | 2025-06-30 | 2025-07-11 | +18.31% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 25,793 | $1,084,072 | 0.78% | 2025-06-30 | 2025-07-11 | +6.26% |
| MO ALTRIA GROUP INC | United States | COM | 18,454 | $1,080,482 | 0.78% | 2025-06-30 | 2025-07-11 | +17.21% |
| ABBV ABBVIE INC | United States | COM | 5,412 | $1,055,316 | 0.76% | 2025-06-30 | 2025-07-11 | +41.84% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 3,474 | $1,040,498 | 0.75% | 2025-06-30 | 2025-07-11 | +20.18% |
| PH PARKER-HANNIFIN CORP | United States | COM | 1,379 | $985,020 | 0.71% | 2025-06-30 | 2025-07-11 | +38.93% |
| TFC TRUIST FINL CORP | United States | COM | 20,465 | $931,158 | 0.67% | 2025-06-30 | 2025-07-11 | +8.03% |
| LIN LINDE PLC | United Kingdom | SHS | 1,929 | $907,286 | 0.65% | 2025-06-30 | 2025-07-11 | +0.89% |
| C CITIGROUP INC | United States | COM NEW | 10,416 | $907,025 | 0.65% | 2025-06-30 | 2025-07-11 | +53.67% |
| NFLX NETFLIX INC | United States | COM | 722 | $902,926 | 0.65% | 2025-06-30 | 2025-07-11 | -47.50% |
| USB US BANCORP DEL | United States | COM NEW | 18,764 | $892,603 | 0.64% | 2025-06-30 | 2025-07-11 | +28.49% |
| NI NISOURCE INC | United States | COM | 22,487 | $890,485 | 0.64% | 2025-06-30 | 2025-07-11 | -2.53% |
| ADBE ADOBE INC | United States | COM | 2,314 | $859,489 | 0.62% | 2025-06-30 | 2025-07-11 | -39.73% |
| CRM SALESFORCE INC | United States | COM | 3,199 | $844,440 | 0.61% | 2025-06-30 | 2025-07-11 | -17.38% |
| PEP PEPSICO INC | United States | COM | 6,101 | $830,224 | 0.60% | 2025-06-30 | 2025-07-11 | -2.54% |
| PG PROCTER AND GAMBLE CO | United States | COM | 5,234 | $829,564 | 0.60% | 2025-06-30 | 2025-07-11 | -6.90% |
| RF REGIONS FINANCIAL CORP NEW | United States | COM | 32,785 | $814,379 | 0.59% | 2025-06-30 | 2025-07-11 | +14.33% |
| SPGI S&P GLOBAL INC | United States | COM | 1,527 | $809,050 | 0.58% | 2025-06-30 | 2025-07-11 | -21.33% |
| EOG EOG RES INC | United States | COM | 6,643 | $808,652 | 0.58% | 2025-06-30 | 2025-07-11 | +16.76% |
| HIG HARTFORD INSURANCE GROUP INC | United States | COM | 6,547 | $798,407 | 0.57% | 2025-06-30 | 2025-07-11 | -0.80% |
| FE FIRSTENERGY CORP | United States | COM | 18,861 | $764,454 | 0.55% | 2025-06-30 | 2025-07-11 | +8.40% |
| NOC NORTHROP GRUMMAN CORP | United States | COM | 1,423 | $731,237 | 0.53% | 2025-06-30 | 2025-07-11 | +0.93% |
| PEG PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 8,879 | $729,499 | 0.53% | 2025-06-30 | 2025-07-11 | -19.60% |
| LLY ELI LILLY & CO | United States | COM | 922 | $728,979 | 0.52% | 2025-06-30 | 2025-07-11 | +51.97% |
| KLAC KLA CORP | United States | COM NEW | 783 | $727,109 | 0.52% | 2025-06-30 | 2025-07-11 | +119.41% |
| D DOMINION ENERGY INC | United States | COM | 12,418 | $722,231 | 0.52% | 2025-06-30 | 2025-07-11 | +7.29% |
| GLDM WORLD GOLD TR | United States | SPDR GLD MINIS | 10,883 | $716,428 | 0.52% | 2025-06-30 | 2025-07-11 | +26.13% |
| WEC WEC ENERGY GROUP INC | United States | COM | 6,715 | $709,641 | 0.51% | 2025-06-30 | 2025-07-11 | -1.55% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 1,525 | $708,073 | 0.51% | 2025-06-30 | 2025-07-11 | +10.60% |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 1,255 | $689,999 | 0.50% | 2025-06-30 | 2025-07-11 | -38.35% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 3,181 | $682,993 | 0.49% | 2025-06-30 | 2025-07-11 | -22.05% |
| PFE PFIZER INC | United States | COM | 25,278 | $651,667 | 0.47% | 2025-06-30 | 2025-07-11 | +18.48% |
| CSX CSX CORP | United States | COM | 19,302 | $647,389 | 0.47% | 2025-06-30 | 2025-07-11 | +43.82% |
| F FORD MTR CO | United States | COM | 53,452 | $636,619 | 0.46% | 2025-06-30 | 2025-07-11 | +13.36% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 10,059 | $630,398 | 0.45% | 2025-06-30 | 2025-07-11 | +25.91% |
| ORCL ORACLE CORP | United States | COM | 2,674 | $628,390 | 0.45% | 2025-06-30 | 2025-07-11 | -36.98% |
| CME CME GROUP INC | United States | COM | 2,283 | $628,259 | 0.45% | 2025-06-30 | 2025-07-11 | -4.50% |
| BAC BANK AMERICA CORP | United States | COM | 13,186 | $619,326 | 0.45% | 2025-06-30 | 2025-07-11 | +16.15% |
| UNM UNUM GROUP | United States | COM | 7,606 | $612,055 | 0.44% | 2025-06-30 | 2025-07-11 | +9.26% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 1,130 | $594,437 | 0.43% | 2025-06-30 | 2025-07-11 | -24.15% |
| ES EVERSOURCE ENERGY | United States | COM | 8,896 | $588,115 | 0.42% | 2025-06-30 | 2025-07-11 | +0.44% |
| O REALTY INCOME CORP | United States | COM | 10,046 | $571,919 | 0.41% | 2025-06-30 | 2025-07-11 | -4.29% |
| SRE SEMPRA | United States | COM | 7,380 | $552,762 | 0.40% | 2025-06-30 | 2025-07-11 | +3.18% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 689 | $552,640 | 0.40% | 2025-06-30 | 2025-07-11 | +128.90% | |
| SYK STRYKER CORPORATION | United States | COM | 1,363 | $538,072 | 0.39% | 2025-06-30 | 2025-07-11 | -29.54% |
| DTE DTE ENERGY CO | United States | COM | 3,908 | $522,343 | 0.38% | 2025-06-30 | 2025-07-11 | -7.60% |
| INTC INTEL CORP | United States | COM | 21,218 | $505,414 | 0.36% | 2025-06-30 | 2025-07-11 | +417.54% |
| MRK MERCK & CO INC | United States | COM | 5,890 | $494,878 | 0.36% | 2025-06-30 | 2025-07-11 | +88.58% |
| GIS GENERAL MLS INC | United States | COM | 9,491 | $487,458 | 0.35% | 2025-06-30 | 2025-07-11 | -34.72% |
| ABT ABBOTT LABS | United States | COM | 3,508 | $468,669 | 0.34% | 2025-06-30 | 2025-07-11 | -25.78% |
| FNF FIDELITY NATIONAL FINANCIAL | United States | COM SHS | 9,070 | $464,565 | 0.33% | 2025-06-30 | 2025-07-11 | -23.86% |
| STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 3,063 | $442,604 | 0.32% | 2025-06-30 | 2025-07-11 | +532.89% | |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 3,070 | $442,571 | 0.32% | 2025-06-30 | 2025-07-11 | +328.17% |
| IPG INTERPUBLIC GROUP COS INC | United States | COM | 17,393 | $434,825 | 0.31% | 2025-06-30 | 2025-07-11 | |
| XEL XCEL ENERGY INC | United States | COM | 6,346 | $434,384 | 0.31% | 2025-06-30 | 2025-07-11 | +3.80% |
| FTNT FORTINET INC | United States | COM | 4,225 | $423,345 | 0.30% | 2025-06-30 | 2025-07-11 | +66.44% |
| SNPS SYNOPSYS INC | United States | COM | 663 | $375,384 | 0.27% | 2025-06-30 | 2025-07-11 | -19.04% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 2,842 | $375,002 | 0.27% | 2025-06-30 | 2025-07-11 | -23.22% |
| GILD GILEAD SCIENCES INC | United States | COM | 3,143 | $360,018 | 0.26% | 2025-06-30 | 2025-07-11 | +36.45% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 3,460 | $356,151 | 0.26% | 2025-06-30 | 2025-07-11 | -6.94% |
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