- New Purchases: BP, C, BBK, UCBI, AFL, BMY, TOT, CMCSA,
- Added Positions: FPE, BIV, ANGL, PSA, JNJ, SBUX, V, ABCB, WMT, MSFT, VMC, KO, PEP, BA, LLY, JPM, BAC, COST, BABA, AAPL, NOC, MPW, AMZN, MCD, LMT, CSX, DUK, CAT, CB, PG, DE, DIS, USMV, VLO, MDT, AEP, CVS, GD, UNH, SPY, MRK, TDG, FDL, LOW, ANTM, WM, TD, DES, DLS, JKL, BAB, IJH,
- Reduced Positions: AJG, SO, AMAT, VNQ, WFC, CSCO, MDLZ, PFE, COF, BRK.B, GM, ABBV, IWS, RHI, WBA, CTVA, AMTD,
- Sold Out: FDX,
For the details of Family Legacy, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/family+legacy%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Family Legacy, Inc.- Microsoft Corp (MSFT) - 38,840 shares, 3.54% of the total portfolio. Shares added by 3.68%
- Apple Inc (AAPL) - 19,950 shares, 3.44% of the total portfolio. Shares added by 2.68%
- JPMorgan Chase & Co (JPM) - 32,754 shares, 2.55% of the total portfolio. Shares added by 4.29%
- First Trust Preferred Securities and Income ETF (FPE) - 219,645 shares, 2.52% of the total portfolio. Shares added by 28.41%
- The Home Depot Inc (HD) - 16,761 shares, 2.11% of the total portfolio. Shares reduced by 0.12%
Family Legacy, Inc. initiated holding in BP PLC. The purchase prices were between $36.37 and $39.83, with an estimated average price of $37.97. The stock is now traded at around $38.82. The impact to a portfolio due to this purchase was 0.27%. The holding were 12,358 shares as of .
New Purchase: Citigroup Inc (C)Family Legacy, Inc. initiated holding in Citigroup Inc. The purchase prices were between $66.26 and $79.89, with an estimated average price of $74.07. The stock is now traded at around $82.72. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,949 shares as of .
New Purchase: Truist Financial Corp (BBK)Family Legacy, Inc. initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.00. The impact to a portfolio due to this purchase was 0.23%. The holding were 7,165 shares as of .
New Purchase: United Community Banks Inc (UCBI)Family Legacy, Inc. initiated holding in United Community Banks Inc. The purchase prices were between $27.44 and $31.48, with an estimated average price of $30.27. The stock is now traded at around $29.94. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,995 shares as of .
New Purchase: Aflac Inc (AFL)Family Legacy, Inc. initiated holding in Aflac Inc. The purchase prices were between $50.58 and $54.84, with an estimated average price of $53.12. The stock is now traded at around $52.37. The impact to a portfolio due to this purchase was 0.18%. The holding were 6,000 shares as of .
New Purchase: Bristol-Myers Squibb Company (BMY)Family Legacy, Inc. initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.29. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,340 shares as of .
Added: First Trust Preferred Securities and Income ETF (FPE)Family Legacy, Inc. added to a holding in First Trust Preferred Securities and Income ETF by 28.41%. The purchase prices were between $19.72 and $20.07, with an estimated average price of $19.9. The stock is now traded at around $20.26. The impact to a portfolio due to this purchase was 0.56%. The holding were 219,645 shares as of .
Added: Vanguard Intermediate-Term Bond ETF (BIV)Family Legacy, Inc. added to a holding in Vanguard Intermediate-Term Bond ETF by 44.23%. The purchase prices were between $86.4 and $88.14, with an estimated average price of $87.18. The stock is now traded at around $87.68. The impact to a portfolio due to this purchase was 0.52%. The holding were 34,044 shares as of .
Added: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)Family Legacy, Inc. added to a holding in VanEck Vectors Fallen Angel High Yield Bond ETF by 47.67%. The purchase prices were between $28.55 and $29.85, with an estimated average price of $29.11. The stock is now traded at around $30.03. The impact to a portfolio due to this purchase was 0.47%. The holding were 86,023 shares as of .
Added: Public Storage (PSA)Family Legacy, Inc. added to a holding in Public Storage by 93.26%. The purchase prices were between $204.25 and $247.33, with an estimated average price of $221.29. The stock is now traded at around $215.89. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,926 shares as of .
Added: Ameris Bancorp (ABCB)Family Legacy, Inc. added to a holding in Ameris Bancorp by 38.36%. The purchase prices were between $38.57 and $44.57, with an estimated average price of $42.76. The stock is now traded at around $42.80. The impact to a portfolio due to this purchase was 0.14%. The holding were 20,969 shares as of .
Added: Bank of America Corp (BAC)Family Legacy, Inc. added to a holding in Bank of America Corp by 41.73%. The purchase prices were between $27.63 and $35.52, with an estimated average price of $32.44. The stock is now traded at around $35.54. The impact to a portfolio due to this purchase was 0.1%. The holding were 17,185 shares as of .
Sold Out: FedEx Corp (FDX)Family Legacy, Inc. sold out a holding in FedEx Corp. The sale prices were between $138.39 and $165.67, with an estimated average price of $154.38.
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