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Size ($ in 1000's)
At 03/31/2024: $278,148
At 12/31/2023: $261,925
Family Legacy Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Family Legacy Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Family Legacy Inc. top holdings by largest position size, as per the latest 13f filing made by Family Legacy Inc..
In the Family Legacy Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Family Legacy Inc. in that top holding, then the share count change between reporting periods, and finally the Family Legacy Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
20,871 |
-1,778 |
$8,781 | | MSFT | 20,871 | -1,778 | $8,781 | | APPLE INC |
41,805 |
-2,383 |
$7,169 | | AAPL | 41,805 | -2,383 | $7,169 | | JPMORGAN CHASE & CO |
33,284 |
-674 |
$6,667 | | JPM | 33,284 | -674 | $6,667 | | ELI LILLY & CO |
8,459 |
-1,241 |
$6,580 | | LLY | 8,459 | -1,241 | $6,580 | | CATERPILLAR INC |
17,920 |
-1,471 |
$6,566 | | CAT | 17,920 | -1,471 | $6,566 | | VULCAN MATLS CO |
23,785 |
-1,855 |
$6,491 | | VMC | 23,785 | -1,855 | $6,491 | | APPLIED MATLS INC |
28,444 |
-812 |
$5,866 | | AMAT | 28,444 | -812 | $5,866 | | LOWES COS INC |
22,996 |
-910 |
$5,858 | | LOW | 22,996 | -910 | $5,858 | | GALLAGHER ARTHUR J & CO |
23,012 |
-1,760 |
$5,754 | | AJG | 23,012 | -1,760 | $5,754 | | HOME DEPOT INC |
14,713 |
-963 |
$5,644 | | HD | 14,713 | -963 | $5,644 | | AMAZON COM INC |
27,991 |
-700 |
$5,049 | | AMZN | 27,991 | -700 | $5,049 | | ALPHABET INC |
33,217 |
-1,468 |
$5,013 | | GOOGL | 33,217 | -1,468 | $5,013 | | JOHNSON & JOHNSON |
31,407 |
-75 |
$4,968 | | JNJ | 31,407 | -75 | $4,968 | | COCA COLA CO |
81,052 |
-1,627 |
$4,959 | | KO | 81,052 | -1,627 | $4,959 | | FIRST TR EXCH TRADED FD III (FPE) |
280,276 |
-995 |
$4,854 | | FPE | 280,276 | -995 | $4,854 | | DUKE ENERGY CORP NEW |
49,638 |
-222 |
$4,800 | | DUK | 49,638 | -222 | $4,800 | | VISA INC |
17,018 |
-481 |
$4,749 | | V | 17,018 | -481 | $4,749 | | VANGUARD INDEX FDS (VO) |
18,655 |
-483 |
$4,661 | | VO | 18,655 | -483 | $4,661 | | MERCK & CO INC |
35,263 |
-953 |
$4,653 | | MRK | 35,263 | -953 | $4,653 | | COSTCO WHSL CORP NEW |
6,316 |
-424 |
$4,627 | | COST | 6,316 | -424 | $4,627 | | PROCTER AND GAMBLE CO |
26,794 |
+334 |
$4,347 | | PG | 26,794 | +334 | $4,347 | | INVESCO QQQ TR |
9,588 |
-66 |
$4,257 | | QQQ | 9,588 | -66 | $4,257 | | WALMART INC |
69,185 |
+45,529 |
$4,163 | | WMT | 69,185 | +45,529 | $4,163 | | SPDR S&P 500 ETF TR (SPY) |
7,934 |
-60 |
$4,150 | | SPY | 7,934 | -60 | $4,150 | | ORACLE CORP |
32,755 |
-1,071 |
$4,114 | | ORCL | 32,755 | -1,071 | $4,114 | | ISHARES TR (DGRO) |
70,765 |
-1,873 |
$4,109 | | DGRO | 70,765 | -1,873 | $4,109 | | TAIWAN SEMICONDUCTOR MFG LTD |
29,920 |
-214 |
$4,071 | | TSM | 29,920 | -214 | $4,071 | | SPDR INDEX SHS FDS (SPDW) |
113,248 |
-714 |
$4,059 | | SPDW | 113,248 | -714 | $4,059 | | VANECK ETF TRUST (ANGL) |
138,495 |
-1,137 |
$4,019 | | ANGL | 138,495 | -1,137 | $4,019 | | VANGUARD BD INDEX FDS (BIV) |
52,349 |
-1,935 |
$3,947 | | BIV | 52,349 | -1,935 | $3,947 | | UNITEDHEALTH GROUP INC |
7,753 |
-47 |
$3,835 | | UNH | 7,753 | -47 | $3,835 | | LOCKHEED MARTIN CORP |
8,294 |
+113 |
$3,773 | | LMT | 8,294 | +113 | $3,773 | | AMGEN INC |
12,729 |
-1,013 |
$3,619 | | AMGN | 12,729 | -1,013 | $3,619 | | ELEVANCE HEALTH INC |
6,578 |
+10 |
$3,411 | | ELV | 6,578 | +10 | $3,411 |  BERKSHIRE HATHAWAY INC DEL |
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$3,264 | | BRK.B | 4,744 | -246 | $1,995 | | BRK.A | 2 | UNCH | $1,269 | | DEERE & CO |
7,922 |
+139 |
$3,254 | | DE | 7,922 | +139 | $3,254 | | VANGUARD INDEX FDS (VNQ) |
35,969 |
-695 |
$3,111 | | VNQ | 35,969 | -695 | $3,111 | | WASTE MGMT INC DEL |
14,080 |
+63 |
$3,001 | | WM | 14,080 | +63 | $3,001 | | ISHARES TR (IMCG) |
42,304 |
-1,424 |
$2,990 | | IMCG | 42,304 | -1,424 | $2,990 | | NORTHROP GRUMMAN CORP |
5,773 |
+125 |
$2,763 | | NOC | 5,773 | +125 | $2,763 | | STARBUCKS CORP |
30,228 |
+250 |
$2,763 | | SBUX | 30,228 | +250 | $2,763 | | SOUTHERN CO |
36,773 |
-765 |
$2,638 | | SO | 36,773 | -765 | $2,638 | | PEPSICO INC |
15,050 |
-447 |
$2,634 | | PEP | 15,050 | -447 | $2,634 | | GENERAL DYNAMICS CORP |
9,063 |
-273 |
$2,560 | | GD | 9,063 | -273 | $2,560 | | CSX CORP |
68,455 |
-1,255 |
$2,538 | | CSX | 68,455 | -1,255 | $2,538 | | TRANSDIGM GROUP INC |
2,060 |
-6 |
$2,537 | | TDG | 2,060 | -6 | $2,537 | | GENERAL ELECTRIC CO |
13,510 |
-303 |
$2,371 | | GE | 13,510 | -303 | $2,371 | | BOEING CO |
12,103 |
+376 |
$2,336 | | BA | 12,103 | +376 | $2,336 | | THE CIGNA GROUP |
6,321 |
-321 |
$2,296 | | CI | 6,321 | -321 | $2,296 | | SELECT SECTOR SPDR TR (XLB) |
24,029 |
-525 |
$2,232 | | XLB | 24,029 | -525 | $2,232 |
See Full List: All Stocks Held By Family Legacy Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Family Legacy Inc.
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