FL

Family Legacy, Inc.

13F
Family Legacy, Inc.
Last update 2025-04-23 120 Stocks (3 new)
Value $291.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(3.06%)MSFT(2.63%)AJG(2.48%)JPM(2.45%)DUK(2.08%)
Summary Stock Picks Current Portfolio
Family Legacy, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
40,159
8,920.4
-2.32%
3.060
-0.08%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
MSFT 		Microsoft Corp
20,433
7,670.3
-0.87%
2.630
-0.03%
0.000
+11.65%
+8.19%
3,376,381.7
Software
AJG 		Arthur J. Gallagher & Co
20,909
7,218.6
-7.67%
2.480
-0.17%
0.010
+6.66%
+20.80%
87,631.6
Insurance
JPM 		JPMorgan Chase & Co
29,128
7,145.2
-7.31%
2.450
-0.19%
0.000
-2.67%
+12.89%
743,574.5
Banks
DUK 		Duke Energy Corp
49,633
6,053.7
-0.28%
2.080
-0.01%
0.010
+5.12%
+9.90%
90,363.9
Utilities - Regulated
V 		Visa Inc
17,110
5,996.5
-1.37%
2.060
-0.03%
0.000
+3.37%
+15.92%
699,450.8
Credit Services
LLY 		Eli Lilly and Co
7,245
5,983.6
-8.46%
2.050
-0.18%
0.000
-10.11%
-1.52%
679,936.0
Drug Manufacturers
DFIV 		Dimensional International Value ETF
150,550
5,925.6
+139.05%
2.030
+1.18%
0.060
+7.99%
+17.24%
11,209.9
 
KO 		Coca-Cola Co
81,555
5,841.0
-0.13%
2.000
0%
0.000
+5.32%
+16.50%
309,907.2
Beverages - Non-Alcoholic
WMT 		Walmart Inc
64,166
5,633.1
-4.43%
1.930
-0.09%
0.000
-5.09%
+9.29%
786,007.1
Retail - Defensive

Family Legacy, Inc.'s Historical Top Holdings Breakdowns

Family Legacy, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFIV 		Dimensional International Value ETF2025-03-31Add
+1.18%
●
35.33 ($38.16) 40.8
$41.45
8.62%
Add 139.05%
150,550
87,571
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Reduce
-1.18%
●
33.84 ($36.14) 37.77
$39.05
8.05%
Reduce -87.94%
13,883
-101,252
ETN 		Eaton Corp PLC2025-03-31New Buy
+0.34%
●
271.83 ($311.37) 371.23
$329.07
5.68%
New holding
3,612
3,612
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund2025-03-31Add
+0.33%
●
188.17 ($213.52) 235.81
$213.13
-0.18%
Add 40.35%
17,754
5,104
GEV 		GE Vernova Inc2025-03-31Add
+0.24%
●
270.13 ($348.71) 437.71
$428.06
22.76%
Add 40.1%
8,105
2,320
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Reduce
-0.20%
●
85.55 ($90.76) 94.34
$90.30
-0.51%
Reduce -18.46%
30,072
-6,809
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.19%
●
225.19 ($254.94) 279.95
$267.56
4.95%
Reduce -7.31%
29,128
-2,297
LLY 		Eli Lilly and Co2025-03-31Reduce
-0.18%
●
725.72 ($832.09) 929.72
$757.39
-8.98%
Reduce -8.46%
7,245
-670
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.18%
●
468.34 ($508.07) 539.52
$521.51
2.65%
Reduce -10.83%
8,391
-1,019
AJG 		Arthur J. Gallagher & Co2025-03-31Reduce
-0.17%
●
275.89 ($315.87) 345.24
$342.24
8.35%
Reduce -7.67%
20,909
-1,736

Family Legacy, Inc. Total Holding History ($B)

To

Family Legacy, Inc.'s Asset Allocation

To

Family Legacy, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Family Legacy, Inc.'s Hypothetical Growth since 2025-03-31

Family Legacy, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Family Legacy, Inc.'s Holdings Heat Map

Size field:

Family Legacy, Inc.'s Holdings Bubble Chart

Family Legacy, Inc. News

  • 1

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