- New Purchases: GE,
- Added Positions: KO, JNJ, DUK, CAT, PG, CSX, ARKW, PFE, BAC, TD, LW, V, HD, VMC, NSC, MPW, SO, UNP, LOW, BIV, MA, JPM, MRK, PYPL, DIS, PLD, SPDW, UCBI, AMAT, AMGN, ABT, CB, COST, ABBV, FPE, WMT, ANGL, LMT, AMZN, ANTM, CAG, GD, BSV, MCD, RBLX, LUV, NOC, VO, C, TFC, TDG, DE, EA, SBUX, ITA, FB, IJH, BAB, GM, XLB, CVS, RHI, WM, MDT, VBR, FDX,
- Reduced Positions: BA, RIO, VZ, AEP, MSFT, DAL, PAYX, IWS, NHI,
- Sold Out: BABA,
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) - 53,987 shares, 3.86% of the total portfolio. Shares reduced by 0.84%
- Microsoft Corp (MSFT) - 24,829 shares, 3.20% of the total portfolio. Shares reduced by 1.08%
- Lowe's Companies Inc (LOW) - 25,131 shares, 2.56% of the total portfolio. Shares added by 1.73%
- The Home Depot Inc (HD) - 15,735 shares, 2.49% of the total portfolio. Shares added by 2.40%
- First Trust Preferred Securities and Income ETF (FPE) - 274,849 shares, 2.27% of the total portfolio. Shares added by 1.40%
Family Legacy, Inc. initiated holding in General Electric Co. The purchase prices were between $89.98 and $111.29, with an estimated average price of $100.68. The stock is now traded at around $102.660000. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,919 shares as of 2021-12-31.
Added: Coca-Cola Co (KO)Family Legacy, Inc. added to a holding in Coca-Cola Co by 40.84%. The purchase prices were between $52.3 and $59.21, with an estimated average price of $55.76. The stock is now traded at around $60.785000. The impact to a portfolio due to this purchase was 0.58%. The holding were 80,990 shares as of 2021-12-31.
Added: Johnson & Johnson (JNJ)Family Legacy, Inc. added to a holding in Johnson & Johnson by 27.28%. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $166.750000. The impact to a portfolio due to this purchase was 0.44%. The holding were 29,503 shares as of 2021-12-31.
Added: Duke Energy Corp (DUK)Family Legacy, Inc. added to a holding in Duke Energy Corp by 24.97%. The purchase prices were between $96.62 and $104.9, with an estimated average price of $101.43. The stock is now traded at around $101.790000. The impact to a portfolio due to this purchase was 0.39%. The holding were 46,758 shares as of 2021-12-31.
Added: ARK Next Generation Internet ETF (ARKW)Family Legacy, Inc. added to a holding in ARK Next Generation Internet ETF by 44.65%. The purchase prices were between $114.71 and $156.93, with an estimated average price of $137.79. The stock is now traded at around $99.690000. The impact to a portfolio due to this purchase was 0.1%. The holding were 7,088 shares as of 2021-12-31.
Added: Lamb Weston Holdings Inc (LW)Family Legacy, Inc. added to a holding in Lamb Weston Holdings Inc by 28.06%. The purchase prices were between $50.24 and $63.38, with an estimated average price of $57.65. The stock is now traded at around $67.460000. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,424 shares as of 2021-12-31.
Added: Mastercard Inc (MA)Family Legacy, Inc. added to a holding in Mastercard Inc by 20.41%. The purchase prices were between $306.28 and $369.56, with an estimated average price of $345.75. The stock is now traded at around $367.140000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,764 shares as of 2021-12-31.
Sold Out: Alibaba Group Holding Ltd (BABA)Family Legacy, Inc. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.
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