My Legacy Advisors, LLC
Filing Date
Global Rank
#4,832
/ 7,991
▼ 116
Top Industry
Software - Infrastructure
8.6%
3Y Alpha vs SPY
-5.1%
Period ended 12 months ago
Filed Jul 11, 2025 · 11mo
14 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.9%
SPY
+76.3%
Annualised alpha
-4.9%
Max drawdown
−15.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
123 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
7.2%
+0.7 pts
Top 5
24.0%
+3.1 pts
Top 10
34.2%
+3.2 pts
HHI
201
Diversified+25
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.2% | $34,402,684 |
| Financial Services | 19.1% | $26,082,517 |
| Consumer Cyclical | 10.4% | $14,134,443 |
| Consumer Defensive | 8.2% | $11,162,434 |
| Utilities | 8.0% | $10,928,397 |
| Communication Services | 7.9% | $10,786,922 |
| Industrials | 7.6% | $10,331,975 |
| Healthcare | 6.8% | $9,269,525 |
| Energy | 3.2% | $4,361,403 |
| Real Estate | 1.8% | $2,440,089 |
| Unclassified | 1.0% | $1,340,333 |
| Basic Materials | 0.9% | $1,193,127 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +12,951 | 25,278 | $612,738 | |
| F | Ford Motor Co | +6,637 | 53,452 | $579,954 | |
| TFC | Truist Financial Corp | +4,980 | 20,465 | $879,790 | |
| RF | Regions Financial Corp | +4,474 | 32,785 | $771,103 | |
| PECO | Phillips Edison & Company, Inc. | +2,514 | 47,367 | $1,659,266 | |
| CSX | Csx Corp | +2,280 | 19,302 | $629,824 | |
| XEL | Xcel Energy Inc | +2,233 | 6,346 | $432,162 | |
| NVDA | Nvidia Corp | +2,190 | 38,703 | $6,114,686 | |
| HPQ | Hp Inc | +1,577 | 13,022 | $318,518 | |
| GOOGL | Alphabet Inc. | +1,304 | 22,216 | $3,915,125 | |
| BAC | Bank Of America Corp /De/ | +1,180 | 13,186 | $623,961 | |
| BBY | Best Buy Co Inc | +1,137 | 4,505 | $302,420 | |
| MO | Altria Group, Inc. | +1,129 | 18,454 | $1,081,958 | |
| T | At&T Inc. | +1,128 | 50,192 | $1,452,556 | |
| SLB | Slb Limited/Nv | +1,062 | 7,256 | $245,252 | |
| USB | US Bancorp De | +995 | 18,764 | $849,071 | |
| AAPL | Apple Inc. | +930 | 39,178 | $8,038,150 | |
| CVX | Chevron Corp | +821 | 7,125 | $1,020,228 | |
| KMB | Kimberly Clark Corp | +780 | 2,842 | $366,390 | |
| NEE | Nextera Energy Inc | +742 | 14,667 | $1,018,183 | |
| FE | Firstenergy Corp | +711 | 18,861 | $759,343 | |
| VZ | Verizon Communications Inc | +654 | 25,793 | $1,116,063 | |
| NI | Nisource Inc. | +642 | 22,487 | $907,125 | |
| AVGO | Broadcom Inc. | +608 | 4,992 | $1,376,044 | |
| BROS | Dutch Bros Inc. | +580 | 5,031 | $343,969 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PKST | Peakstone Realty Trust | −9,183 | 15,297 | $202,073 | |
| DIS | Walt Disney Co | −8,824 | 2,649 | $328,502 | |
| BUD | Anheuser-Busch InBev SA/NV | −6,889 | 5,774 | $396,789 | |
| XOM | Exxon Mobil Corp | −5,719 | 2,101 | $226,487 | |
| IAU | Ishares Gold Trust | −3,299 | 10,059 | $627,279 | |
| GLDM | World Gold Trust | −2,911 | 10,883 | $713,054 | |
| UNH | Unitedhealth Group Inc | −1,232 | 3,474 | $1,083,783 | |
| SRE | Sempra | −1,032 | 7,380 | $559,182 | |
| ASML | Asml Holding NV | −1,024 | 689 | $552,157 | |
| O | Realty Income Corp | −924 | 10,046 | $578,750 | |
| GIS | General Mills Inc | −621 | 9,491 | $491,728 | |
| PEP | Pepsico Inc | −572 | 6,101 | $805,576 | |
| EMR | Emerson Electric Co | −565 | 2,285 | $304,659 | |
| ADBE | Adobe Inc. | −488 | 2,314 | $895,240 | |
| MPC | Marathon Petroleum Corp | −415 | 1,463 | $243,018 | |
| DTE | Dte Energy Co | −224 | 3,908 | $517,653 | |
| CFG | Citizens Financial Group Inc/Ri | −205 | 23,983 | $1,073,239 | |
| ACN | Accenture plc | −197 | 745 | $222,673 | |
| OMF | OneMain Holdings, Inc. | −193 | 4,417 | $251,769 | |
| CINF | Cincinnati Financial Corp | −171 | 7,633 | $1,136,706 | |
| HIG | Hartford Insurance Group, Inc. | −140 | 6,547 | $830,617 | |
| STX | Seagate Technology Holdings plc | −116 | 3,063 | $442,082 | |
| CME | Cme Group Inc. | −101 | 2,283 | $629,240 | |
| UNM | Unum Group | −100 | 7,606 | $614,260 | |
| WMB | Williams Companies, Inc. | −99 | 25,668 | $1,612,207 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ISRG | Intuitive Surgical Inc | 1,130 | $614,053 | |
| ORCL | Oracle Corp | 2,674 | $584,616 | |
| SYK | Stryker Corp | 1,363 | $539,243 | |
| INTC | Intel Corp | 21,218 | $475,283 | |
| AMD | Advanced Micro Devices Inc | 3,070 | $435,633 | |
| PANW | Palo Alto Networks Inc | 1,804 | $369,170 | |
| UPS | United Parcel Service Inc | 3,460 | $349,252 | |
| GILD | Gilead Sciences, Inc. | 3,143 | $348,464 | |
| PRU | Prudential Financial Inc | 2,893 | $310,823 | |
| EIX | Edison International | 4,994 | $257,690 | |
| CB | Chubb Ltd | 867 | $251,187 | |
| INTU | Intuit Inc. | 304 | $239,439 | |
| VLO | Valero Energy Corp/Tx | 1,634 | $219,642 | |
| CSCO | Cisco Systems, Inc. | 3,025 | $209,874 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMGN | Amgen Inc | 3,035 | $945,554 | |
| AMT | American Tower Corp /Ma/ | 3,174 | $690,662 | |
| AWK | American Water Works Company, Inc. | 4,209 | $620,911 | |
| ZTS | Zoetis Inc. | 3,516 | $578,909 | |
| NXPI | NXP Semiconductors N.V. | 3,016 | $573,220 | |
| LYB | LyondellBasell Industries N.V. | 7,106 | $500,262 | |
| NVO | Novo Nordisk A S | 6,463 | $448,790 | |
| GPC | Genuine Parts Co | 3,409 | $406,148 | |
| PFG | Principal Financial Group Inc | 4,480 | $377,977 | |
| BNY | Bank of New York Mellon Corp | 4,366 | $366,176 | |
| WSO | Watsco Inc | 693 | $352,251 | |
| LAZ | Lazard, Inc. | 5,666 | $245,337 | |
| AZO | Autozone Inc | 55 | $209,702 | |
| WEN | Wendy's Co | 12,060 | $176,437 | |
| No positions match the current search. | ||||
123 positions ·
$136,433,849 total
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 123 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 19,776 | $9,836,780 | 7.21% | |
| AAPL |
Apple Inc.
Technology
|
Added | 39,178 | $8,038,150 | 5.89% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 38,703 | $6,114,686 | 4.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 22,023 | $4,831,625 | 3.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 22,216 | $3,915,125 | 2.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,234 | $2,966,938 | 2.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,951 | $2,921,312 | 2.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,978 | $2,903,933 | 2.13% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,269 | $2,580,858 | 1.89% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 5,796 | $2,535,228 | 1.86% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,398 | $2,471,412 | 1.81% | |
| CTAS |
Cintas Corp
Industrials
|
Added | 10,164 | $2,265,250 | 1.66% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 5,448 | $1,997,454 | 1.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,630 | $1,941,176 | 1.42% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Added | 8,129 | $1,936,815 | 1.42% | |
| PECO |
Phillips Edison & Company, Inc.
Real Estate
|
Added | 47,367 | $1,659,266 | 1.22% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 16,908 | $1,653,264 | 1.21% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 4,301 | $1,626,122 | 1.19% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 25,668 | $1,612,207 | 1.18% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 12,619 | $1,558,320 | 1.14% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 7,113 | $1,513,361 | 1.11% | |
| T |
At&T Inc.
Communication Services
|
Added | 50,192 | $1,452,556 | 1.06% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,968 | $1,451,500 | 1.06% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 20,321 | $1,437,710 | 1.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,369 | $1,387,856 | 1.02% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 16,576 | $1,377,797 | 1.01% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,992 | $1,376,044 | 1.01% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 3,554 | $1,361,537 | 1.00% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,141 | $1,220,683 | 0.89% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 10,128 | $1,195,104 | 0.88% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 11,461 | $1,189,193 | 0.87% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 6,445 | $1,173,827 | 0.86% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Reduced | 7,633 | $1,136,706 | 0.83% | |
| MET |
Metlife Inc
Financial Services
|
Added | 14,000 | $1,125,880 | 0.83% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Reduced | 27,318 | $1,123,589 | 0.82% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 25,793 | $1,116,063 | 0.82% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Added | 23,175 | $1,085,285 | 0.80% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,474 | $1,083,783 | 0.79% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 18,454 | $1,081,958 | 0.79% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
Reduced | 23,983 | $1,073,239 | 0.79% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 2,554 | $1,035,544 | 0.76% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,125 | $1,020,228 | 0.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 14,667 | $1,018,183 | 0.75% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 2,263 | $1,007,487 | 0.74% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,412 | $1,004,575 | 0.74% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 1,379 | $963,190 | 0.71% | |
| NI |
Nisource Inc.
Utilities
|
Added | 22,487 | $907,125 | 0.66% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,929 | $905,048 | 0.66% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 2,314 | $895,240 | 0.66% | |
| C |
Citigroup Inc
Financial Services
|
Added | 10,416 | $886,609 | 0.65% |