The Analysis of Family Legacy Financial Solutions, LLC's Holdings
Currently, Family Legacy Financial Solutions, LLC holds 53 types of securities in its portfolio with a total value $129.7K. In the most recent quarter, they have increased their positions in SCHX (+235.5K shares, valued at $6.3K), SCHM (+44.2K shares, valued at $1.3K), STIP (+6.6K shares, valued at $670.8934859644891); decreased their positions in UDEC (-157.2K shares, valued at $6.2K), USFR (-100.1K shares, valued at $5.0K), N/A (-608 shares, valued at $259.28392246294186). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB U.S. LARGE-CAP ETF716.1K shares49.00%2025-12-312026-01-20
USFR WISDOMTREE FLOATING RATE TREASURY FUND325.6K shares-23.51%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC59.8K shares-0.03%2025-12-312026-01-20 LLY ELI LILLY & CO8.6K shares-1.99%2025-12-312026-01-20 SCHM SCHWAB U.S. MID-CAP ETF269.1K shares19.65%2025-12-312026-01-20 RVTY REVVITY INC54.2K shares0.00%2025-12-312026-01-20 SCHA SCHWAB U.S. SMALL-CAP ETF208.4K shares-3.35%2025-12-312026-01-20 DHR DANAHER CORPORATION25.0K shares-4.09%2025-12-312026-01-20 STIP ISHARES 0-5 YEAR TIPS BOND ETF53.9K shares13.84%2025-12-312026-01-20 SYK STRYKER CORP10.9K shares0.00%2025-12-312026-01-20 SCHF SCHWAB INTERNATIONAL EQUITY ETF111.8K shares20.32%2025-12-312026-01-20 NVDA NVIDIA CORPORATION14.3K shares0.29%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC11.3K shares0.84%2025-12-312026-01-20 WM WASTE MGMT INC DEL7.3K shares-0.05%2025-12-312026-01-20 ZAPR INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR APRIL58.5K shares-13.69%2025-12-312026-01-20 DOCS DOXIMITY INC33.9K shares27.59%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TRUST2.0K shares-0.64%2025-12-312026-01-20 MSFT MICROSOFT CORP2.8K shares7.13%2025-12-312026-01-20 SAP SAP SE5.8K shares0.00%2025-12-312026-01-20 COST COSTCO WHOLESALE CORPORATION1.4K shares3.67%2025-12-312026-01-20 CMI CUMMINS INC2.2K shares-2.97%2025-12-312026-01-20 DOV DOVER CORP5.7K shares5.55%2025-12-312026-01-20 ADI ANALOG DEVICES INC3.4K shares0.00%2025-12-312026-01-20 CARR CARRIER GLOBAL CORPORATION19.0K shares-1.49%2025-12-312026-01-20 VLTO VERALTO CORP COM9.6K shares-11.64%2025-12-312026-01-20 FTV FORTIVE CORP DISC13.9K shares0.00%2025-12-312026-01-20 META META PLATFORMS INC1.4K shares158.27%2025-12-312026-01-20 TIP ISHARES TIPS BOND ETF7.1K shares-22.23%2025-12-312026-01-20 LINDE PLC LINDE PLC1.8K shares-25.74%2025-12-312026-01-20 AAPL APPLE INC2.7K shares-7.35%2025-12-312026-01-20 TSLA TESLA INC1.6K shares3.01%2025-12-312026-01-20 SWKS SKYWORKS SOLUTIONS INC11.8K shares0.00%2025-12-312026-01-20 UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER13.9K shares-91.88%2025-12-312026-01-20 IVV ISHARES CORE S&P 500 ETF792 shares0.00%2025-12-312026-01-20 D DOMINION ENERGY INC8.9K shares11.77%2025-12-312026-01-20 IUSG ISHARES CORE S&P U.S. GROWTH ETF2.4K shares-2.57%2025-12-312026-01-20 ABBV ABBVIE INC1.6K shares0.00%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.6K shares-16.11%2025-12-312026-01-20 F FORD MTR CO25.4K shares-21.48%2025-12-312026-01-20 RDDT REDDIT INC1.3K shares96.79%2025-12-312026-01-20 ED CONSOLIDATED EDISON INC2.9K shares-14.83%2025-12-312026-01-20 LUMN LUMEN TECHNOLOGIES INC834 shares6850.00%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP564 shares-30.71%2025-12-312026-01-20 AMZN AMAZON COM INC1.1K shares-6.73%2025-12-312026-01-20 HOLX HOLOGIC INC3.3K shares0.00%2025-12-312026-01-20 UHS UNIVERSAL HEALTH SVCS1.2K shares0.00%2025-12-312026-01-20 ZJUN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE9.0K shares0.00%2025-12-312026-01-20 CRM SALESFORCE INC908 shares-17.38%2025-12-312026-01-20 TECH BIO-TECHNE CORP3.4K shares0.00%2025-12-312026-01-20 VRT VERTIV HOLDINGS CO COM1.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available