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.
- PANW: Country of operation United States; Class COM; Shares 1,804; Value $346,494.
- SON: Country of operation United States; Class COM; Shares 7,174; Value $337,250.
- HPQ: Country of operation United States; Class COM; Shares 13,022; Value $335,056.
- BBY: Country of operation United States; Class COM; Shares 4,505; Value $332,110.
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 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 1,804 | $346,494 | 0.25% | 2025-06-30 | 2025-07-11 | +89.80% |
|---|
SON
SONOCO PRODS CO | United States | COM | 7,174 | $337,250 | 0.24% | 2025-06-30 | 2025-07-11 | +13.89% |
|---|
HPQ
HP INC | United States | COM | 13,022 | $335,056 | 0.24% | 2025-06-30 | 2025-07-11 | +25.63% |
|---|
BBY
BEST BUY INC | United States | COM | 4,505 | $332,110 | 0.24% | 2025-06-30 | 2025-07-11 | +32.21% |
|---|
DIS
DISNEY WALT CO | United States | COM | 2,649 | $322,012 | 0.23% | 2025-06-30 | 2025-07-11 | -15.00% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 2,285 | $321,431 | 0.23% | 2025-06-30 | 2025-07-11 | +17.93% |
|---|
BROS
DUTCH BROS INC | United States | CL A | 5,031 | $320,525 | 0.23% | 2025-06-30 | 2025-07-11 | -44.27% |
|---|
PRU
PRUDENTIAL FINL INC | United States | COM | 2,893 | $309,985 | 0.22% | 2025-06-30 | 2025-07-11 | +7.09% |
|---|
BAM
BROOKFIELD ASSET MANAGMT LTD | United States | CL A LMT VTG SHS | 5,376 | $304,120 | 0.22% | 2025-06-30 | 2025-07-11 | -18.65% |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 839 | $295,185 | 0.21% | 2025-06-30 | 2025-07-11 | -3.76% |
|---|
HRB
BLOCK H & R INC | United States | COM | 5,166 | $293,222 | 0.21% | 2025-06-30 | 2025-07-11 | -26.07% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 1,463 | $266,646 | 0.19% | 2025-06-30 | 2025-07-11 | +136.01% |
|---|
SLB
SCHLUMBERGER LTD | | COM STK | 7,256 | $265,932 | 0.19% | 2025-06-30 | 2025-07-11 | +47.54% |
|---|
OMF
ONEMAIN HLDGS INC | United States | COM | 4,417 | $264,181 | 0.19% | 2025-06-30 | 2025-07-11 | -1.14% |
|---|
EIX
EDISON INTL | United States | COM | 4,994 | $256,142 | 0.18% | 2025-06-30 | 2025-07-11 | +3.80% |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 1,634 | $252,960 | 0.18% | 2025-06-30 | 2025-07-11 | +188.44% |
|---|
PCAR
PACCAR INC | United States | COM | 2,532 | $251,194 | 0.18% | 2025-06-30 | 2025-07-11 | +17.61% |
|---|
CB
CHUBB LIMITED | | COM | 867 | $243,228 | 0.18% | 2025-06-30 | 2025-07-11 | +14.62% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,101 | $241,444 | 0.17% | 2025-06-30 | 2025-07-11 | |
|---|
INTU
INTUIT | United States | COM | 304 | $227,362 | 0.16% | 2025-06-30 | 2025-07-11 | -65.97% |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 745 | $214,828 | 0.15% | 2025-06-30 | 2025-07-11 | -40.74% |
|---|
PKST
PEAKSTONE REALTY TRUST | United States | COMMON SHARES | 15,297 | $214,617 | 0.15% | 2025-06-30 | 2025-07-11 | |
|---|
CSCO
CISCO SYS INC | United States | COM | 3,025 | $208,006 | 0.15% | 2025-06-30 | 2025-07-11 | +54.14% |
|---|
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