My Legacy Advisors, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, My Legacy Advisors, LLC opened 15 positions, added to 69, reduced 35, sold out of 14 and left 4 unchanged. The largest increase in value was MSFT (+$2,664,054); the largest decrease was UNH (-$1,424,270).
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 19,322; Shares 2025-06-30 19,776.
- NVDA: Country of operation United States; Class COM; Shares 2025-03-31 36,513; Shares 2025-06-30 38,703.
- AMZN: Country of operation United States; Class COM; Shares 2025-03-31 21,802; Shares 2025-06-30 22,023.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-03-31 20,912; Shares 2025-06-30 22,216.
Two Form 13F-HR filings compared (SEC CIK 1767802): 2025-03-31 (filed 2025-04-15) and 2025-06-30 (filed 2025-07-11). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
MSFT
MICROSOFT CORP | United States | COM | 19,322 | 19,776 | +454 | $7,253,324 | $9,917,378 | +$2,664,054 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 36,513 | 38,703 | +2,190 | $3,957,304 | $6,351,215 | +$2,393,911 |
|---|
AMZN
AMAZON COM INC | United States | COM | 21,802 | 22,023 | +221 | $4,148,049 | $4,894,832 | +$746,783 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 20,912 | 22,216 | +1,304 | $3,233,832 | $3,946,006 | +$712,174 |
|---|
META
META PLATFORMS INC | United States | CL A | 2,097 | 2,630 | +533 | $1,208,627 | $1,912,641 | +$704,014 |
|---|
AVGO
BROADCOM INC | United States | COM | 4,384 | 4,992 | +608 | $734,013 | $1,374,797 | +$640,784 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 5,686 | 5,796 | +110 | $1,915,727 | $2,518,536 | +$602,809 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 9,898 | 10,234 | +336 | $2,427,907 | $2,949,252 | +$521,345 |
|---|
PFE
PFIZER INC | United States | COM | 12,327 | 25,278 | +12,951 | $312,355 | $651,667 | +$339,312 |
|---|
COF
CAPITAL ONE FINL CORP | United States | COM | 6,913 | 7,113 | +200 | $1,239,501 | $1,570,124 | +$330,623 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 15,485 | 20,465 | +4,980 | $637,208 | $931,158 | +$293,950 |
|---|
LLY
ELI LILLY & CO | United States | COM | 558 | 922 | +364 | $460,858 | $728,979 | +$268,121 |
|---|
NFLX
NETFLIX INC | United States | COM | 681 | 722 | +41 | $635,053 | $902,926 | +$267,873 |
|---|
KLAC
KLA CORP | United States | COM NEW | 708 | 783 | +75 | $481,298 | $727,109 | +$245,811 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 7,857 | 8,129 | +272 | $2,095,540 | $1,854,631 | -$240,909 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 6,011 | 6,445 | +434 | $954,126 | $1,166,481 | +$212,355 |
|---|
C
CITIGROUP INC | United States | COM NEW | 9,956 | 10,416 | +460 | $706,776 | $907,025 | +$200,249 |
|---|
RF
REGIONS FINANCIAL CORP NEW | United States | COM | 28,311 | 32,785 | +4,474 | $615,198 | $814,379 | +$199,181 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 1,325 | 1,379 | +54 | $805,401 | $985,020 | +$179,619 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 4,082 | 4,141 | +59 | $1,015,030 | $1,190,248 | +$175,218 |
|---|
AAPL
APPLE INC | United States | COM | 38,248 | 39,178 | +930 | $8,495,929 | $8,321,801 | -$174,128 |
|---|
F
FORD MTR CO | United States | COM | 46,815 | 53,452 | +6,637 | $469,550 | $636,619 | +$167,069 |
|---|
CSX
CSX CORP | United States | COM | 17,022 | 19,302 | +2,280 | $500,957 | $647,389 | +$146,432 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 5,640 | 5,978 | +338 | $3,003,751 | $2,859,098 | -$144,653 |
|---|
XEL
XCEL ENERGY INC | United States | COM | 4,113 | 6,346 | +2,233 | $291,159 | $434,384 | +$143,225 |
|---|
USB
US BANCORP DEL | United States | COM NEW | 17,769 | 18,764 | +995 | $750,207 | $892,603 | +$142,396 |
|---|
WMT
WALMART INC | United States | COM | 16,651 | 16,908 | +257 | $1,461,791 | $1,603,893 | +$142,102 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 2,486 | 2,554 | +68 | $1,237,034 | $1,100,084 | -$136,950 |
|---|
CTAS
CINTAS CORP | United States | COM | 10,064 | 10,164 | +100 | $2,068,454 | $2,201,116 | +$132,662 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 4,283 | 4,398 | +115 | $2,347,598 | $2,478,361 | +$130,763 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 2,902 | 2,951 | +49 | $2,744,654 | $2,862,972 | +$118,318 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 12,006 | 13,186 | +1,180 | $501,014 | $619,326 | +$118,312 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 13,925 | 14,667 | +742 | $987,143 | $1,094,745 | +$107,602 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 1,728 | 1,929 | +201 | $804,626 | $907,286 | +$102,660 |
|---|
BBY
BEST BUY INC | United States | COM | 3,368 | 4,505 | +1,137 | $247,926 | $332,110 | +$84,184 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 2,062 | 2,842 | +780 | $293,258 | $375,002 | +$81,744 |
|---|
V
VISA INC | United States | COM CL A | 7,153 | 7,269 | +116 | $2,506,840 | $2,586,892 | +$80,052 |
|---|
HD
HOME DEPOT INC | United States | COM | 5,358 | 5,448 | +90 | $1,963,653 | $2,033,738 | +$70,085 |
|---|
ABBV
ABBVIE INC | United States | COM | 5,367 | 5,412 | +45 | $1,124,409 | $1,055,316 | -$69,093 |
|---|
TJX
TJX COS INC NEW | United States | COM | 12,304 | 12,619 | +315 | $1,498,627 | $1,566,775 | +$68,148 |
|---|
ES
EVERSOURCE ENERGY | United States | COM | 8,436 | 8,896 | +460 | $523,960 | $588,115 | +$64,155 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 25,139 | 25,793 | +654 | $1,140,297 | $1,084,072 | -$56,225 |
|---|
CRM
SALESFORCE INC | United States | COM | 2,940 | 3,199 | +259 | $788,978 | $844,440 | +$55,462 |
|---|
BROS
DUTCH BROS INC | United States | CL A | 4,451 | 5,031 | +580 | $274,805 | $320,525 | +$45,720 |
|---|
ETR
ENTERGY CORP NEW | United States | COM | 16,448 | 16,576 | +128 | $1,406,140 | $1,361,221 | -$44,919 |
|---|
D
DOMINION ENERGY INC | United States | COM | 12,098 | 12,418 | +320 | $678,356 | $722,231 | +$43,875 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 6,304 | 7,125 | +821 | $1,054,548 | $1,098,416 | +$43,868 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 17,325 | 18,454 | +1,129 | $1,039,847 | $1,080,482 | +$40,635 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 10,107 | 10,128 | +21 | $1,232,751 | $1,196,826 | -$35,925 |
|---|
FE
FIRSTENERGY CORP | United States | COM | 18,150 | 18,861 | +711 | $733,641 | $764,454 | +$30,813 |
|---|
MRK
MERCK & CO INC | United States | COM | 5,841 | 5,890 | +49 | $524,288 | $494,878 | -$29,410 |
|---|
IPG
INTERPUBLIC GROUP COS INC | United States | COM | 16,962 | 17,393 | +431 | $460,688 | $434,825 | -$25,863 |
|---|
SON
SONOCO PRODS CO | United States | COM | 6,638 | 7,174 | +536 | $313,579 | $337,250 | +$23,671 |
|---|
KO
COCA COLA CO | United States | COM | 20,124 | 20,321 | +197 | $1,441,281 | $1,417,796 | -$23,485 |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 2,200 | 2,263 | +63 | $1,066,604 | $1,085,176 | +$18,572 |
|---|
HPQ
HP INC | United States | COM | 11,445 | 13,022 | +1,577 | $316,912 | $335,056 | +$18,144 |
|---|
MCD
MCDONALDS CORP | United States | COM | 4,802 | 4,968 | +166 | $1,500,050 | $1,482,477 | -$17,573 |
|---|
WEC
WEC ENERGY GROUP INC | United States | COM | 6,660 | 6,715 | +55 | $725,807 | $709,641 | -$16,166 |
|---|
PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 8,678 | 8,879 | +201 | $714,199 | $729,499 | +$15,300 |
|---|
NI
NISOURCE INC | United States | COM | 21,845 | 22,487 | +642 | $875,766 | $890,485 | +$14,719 |
|---|
MET
METLIFE INC | United States | COM | 13,836 | 14,000 | +164 | $1,110,892 | $1,097,180 | -$13,712 |
|---|
EOG
EOG RES INC | United States | COM | 6,408 | 6,643 | +235 | $821,762 | $808,652 | -$13,110 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 4,792 | 5,234 | +442 | $816,651 | $829,564 | +$12,913 |
|---|
IP
INTERNATIONAL PAPER CO | United States | COM | 22,627 | 23,175 | +548 | $1,207,150 | $1,214,602 | +$7,452 |
|---|
SLB
SCHLUMBERGER LTD | | COM STK | 6,194 | 7,256 | +1,062 | $258,909 | $265,932 | +$7,023 |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 2,820 | 3,181 | +361 | $688,165 | $682,993 | -$5,172 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | COM | 11,108 | 11,461 | +353 | $1,213,771 | $1,215,324 | +$1,553 |
|---|
T
AT&T INC | United States | COM | 49,064 | 50,192 | +1,128 | $1,387,531 | $1,386,298 | -$1,233 |
|---|
PECO
PHILLIPS EDISON & CO INC | United States | COMMON STOCK | 44,853 | 47,367 | +2,514 | $1,636,689 | $1,636,536 | -$153 |
|---|
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