- New Purchases: FPE, FB, RIO, SLYV, JKH,
- Added Positions: PYPL, BSV, SPY, BIV, VO, DGRO, V, ATVI, ANGL, QQQ, LOW, COST, DE, UCBI, CAT, BAB, EFAV, VNQ, AMZN, DIS, EA, PLD, MPW, BABA, HD, ANTM, LMBS, XLB, FDX, VMC, MRK, WM, PEP, ABT, CVS, ITA, MCD, DLS, MDT, NSC, LUV, UNP, ABBV, GM, DG, AWK, DAL, MA, TDG, UPS, MDLZ, BAC, TFC,
- Reduced Positions: AAPL, MSFT, AJG, AMAT, IWS, JPM, BRK.B, NHI, NVS, TD, LW, IJH, VBR, XMLV, CMCSA, CAG, GSK,
- Sold Out: FDT, CVX, DES, USMV, PSX, WY, T, DD, ED, VLO, DOW, AGG,
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.- Apple Inc (AAPL) - 58,777 shares, 3.43% of the total portfolio. Shares reduced by 10.47%
- Microsoft Corp (MSFT) - 27,879 shares, 3.14% of the total portfolio. Shares reduced by 11.68%
- First Trust Preferred Securities and Income ETF (FPE) - 257,055 shares, 2.47% of the total portfolio. New Position
- The Home Depot Inc (HD) - 16,364 shares, 2.38% of the total portfolio. Shares added by 1.16%
- JPMorgan Chase & Co (JPM) - 32,377 shares, 2.35% of the total portfolio. Shares reduced by 4.03%
Family Legacy, Inc. initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $19.86 and $20.17, with an estimated average price of $20.05. The stock is now traded at around $20.318500. The impact to a portfolio due to this purchase was 2.47%. The holding were 257,055 shares as of 2021-03-31.
New Purchase: Facebook Inc (FB)Family Legacy, Inc. initiated holding in Facebook Inc. The purchase prices were between $245.64 and $294.53, with an estimated average price of $269.28. The stock is now traded at around $312.620000. The impact to a portfolio due to this purchase was 1.47%. The holding were 10,426 shares as of 2021-03-31.
New Purchase: Rio Tinto PLC (RIO)Family Legacy, Inc. initiated holding in Rio Tinto PLC. The purchase prices were between $74.3 and $91.71, with an estimated average price of $82.04. The stock is now traded at around $78.720000. The impact to a portfolio due to this purchase was 0.71%. The holding were 19,169 shares as of 2021-03-31.
New Purchase: SPDR S&P 600 Small Cap Value ETF (SLYV)Family Legacy, Inc. initiated holding in SPDR S&P 600 Small Cap Value ETF. The purchase prices were between $65.17 and $87.52, with an estimated average price of $76.8. The stock is now traded at around $82.400000. The impact to a portfolio due to this purchase was 0.68%. The holding were 17,409 shares as of 2021-03-31.
New Purchase: ISHARES TRUST (JKH)Family Legacy, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $358.28 and $417.71, with an estimated average price of $388.51. The stock is now traded at around $374.168800. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,469 shares as of 2021-03-31.
Added: PayPal Holdings Inc (PYPL)Family Legacy, Inc. added to a holding in PayPal Holdings Inc by 37.68%. The purchase prices were between $226.09 and $304.79, with an estimated average price of $253.25. The stock is now traded at around $265.100000. The impact to a portfolio due to this purchase was 0.45%. The holding were 14,155 shares as of 2021-03-31.
Added: Vanguard Short-Term Bond ETF (BSV)Family Legacy, Inc. added to a holding in Vanguard Short-Term Bond ETF by 25.27%. The purchase prices were between $81.99 and $82.62, with an estimated average price of $82.38. The stock is now traded at around $82.213200. The impact to a portfolio due to this purchase was 0.36%. The holding were 45,587 shares as of 2021-03-31.
Added: S&P 500 ETF TRUST ETF (SPY)Family Legacy, Inc. added to a holding in S&P 500 ETF TRUST ETF by 25.07%. The purchase prices were between $367.59 and $396.33, with an estimated average price of $384.57. The stock is now traded at around $409.380000. The impact to a portfolio due to this purchase was 0.36%. The holding were 9,624 shares as of 2021-03-31.
Added: Vanguard Mid-Cap ETF (VO)Family Legacy, Inc. added to a holding in Vanguard Mid-Cap ETF by 41.70%. The purchase prices were between $203.15 and $225.23, with an estimated average price of $216.47. The stock is now traded at around $226.910000. The impact to a portfolio due to this purchase was 0.31%. The holding were 9,997 shares as of 2021-03-31.
Added: iShares Core Dividend Growth ETF (DGRO)Family Legacy, Inc. added to a holding in iShares Core Dividend Growth ETF by 22.43%. The purchase prices were between $43.87 and $48.56, with an estimated average price of $46. The stock is now traded at around $49.228900. The impact to a portfolio due to this purchase was 0.29%. The holding were 69,864 shares as of 2021-03-31.
Added: Visa Inc (V)Family Legacy, Inc. added to a holding in Visa Inc by 24.30%. The purchase prices were between $193.25 and $226.15, with an estimated average price of $210.49. The stock is now traded at around $220.775000. The impact to a portfolio due to this purchase was 0.29%. The holding were 14,739 shares as of 2021-03-31.
Sold Out: FIRST TR EXCH ALPH (FDT)Family Legacy, Inc. sold out a holding in FIRST TR EXCH ALPH. The sale prices were between $56.54 and $60.51, with an estimated average price of $58.98.
Sold Out: Chevron Corp (CVX)Family Legacy, Inc. sold out a holding in Chevron Corp. The sale prices were between $84.71 and $111.56, with an estimated average price of $97.56.
Sold Out: WisdomTree U.S. SmallCap Dividend Fund (DES)Family Legacy, Inc. sold out a holding in WisdomTree U.S. SmallCap Dividend Fund. The sale prices were between $26.29 and $32.55, with an estimated average price of $29.5.
Sold Out: BTC iShares MSCI USA Min Vol Factor ETF (USMV)Family Legacy, Inc. sold out a holding in BTC iShares MSCI USA Min Vol Factor ETF. The sale prices were between $64.92 and $69.88, with an estimated average price of $67.36.
Sold Out: Phillips 66 (PSX)Family Legacy, Inc. sold out a holding in Phillips 66. The sale prices were between $67.38 and $88.66, with an estimated average price of $78.44.
Sold Out: Weyerhaeuser Co (WY)Family Legacy, Inc. sold out a holding in Weyerhaeuser Co. The sale prices were between $31.19 and $36.15, with an estimated average price of $34.06.
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