The Analysis of Family Legacy, Inc.'s Holdings
Currently, Family Legacy, Inc. holds 121 types of securities in its portfolio with a total value $334.0M. In the most recent quarter, they have increased their positions in XLB (+25.8K shares, valued at $1.2M), FDT (+6.3K shares, valued at $502.2K), N/A (+762 shares, valued at $383.0K); decreased their positions in TSM (-1.2K shares, valued at $352.2K), N/A (-1.1K shares, valued at $339.0K), CAT (-476 shares, valued at $272.7K); initiated new positions in FDT (+6.3K shares, valued at $502.2K), HON (+1.0K shares, valued at $202.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC39.1K shares-1.83%2025-12-312026-02-04
ALPHABET INC ALPHABET INC30.1K shares-3.47%2025-12-312026-02-04 MSFT MICROSOFT CORP19.0K shares-2.40%2025-12-312026-02-04 CAT CATERPILLAR INC15.7K shares-2.95%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.25.5K shares-0.59%2025-12-312026-02-04 LLY ELI LILLY & CO7.2K shares-0.81%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD25.4K shares-4.36%2025-12-312026-02-04 DFIV DIMENSIONAL ETF TRUST148.5K shares-0.96%2025-12-312026-02-04 AMAT APPLIED MATLS INC26.4K shares-1.33%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON31.9K shares-0.86%2025-12-312026-02-04 WMT WALMART INC59.0K shares-2.00%2025-12-312026-02-04 VMC VULCAN MATLS CO21.8K shares-2.39%2025-12-312026-02-04 AMZN AMAZON COM INC26.2K shares0.09%2025-12-312026-02-04 GEV GE VERNOVA INC9.1K shares-0.22%2025-12-312026-02-04 V VISA INC16.8K shares0.21%2025-12-312026-02-04 KO COCA COLA CO81.4K shares-0.11%2025-12-312026-02-04 LOW LOWES COS INC23.0K shares0.22%2025-12-312026-02-04 FPE FIRST TR EXCH TRADED FD III297.6K shares0.22%2025-12-312026-02-04 SOXX ISHARES TR18.0K shares-0.20%2025-12-312026-02-04 HD HOME DEPOT INC15.3K shares0.27%2025-12-312026-02-04 AJG GALLAGHER ARTHUR J & CO19.9K shares0.17%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR7.3K shares0.49%2025-12-312026-02-04 VO VANGUARD INDEX FDS17.3K shares0.94%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW5.6K shares-0.14%2025-12-312026-02-04 ORCL ORACLE CORP24.5K shares-3.51%2025-12-312026-02-04 ANGL VANECK ETF TRUST156.8K shares0.76%2025-12-312026-02-04 BIV VANGUARD BD INDEX FDS56.3K shares0.41%2025-12-312026-02-04 DGRO ISHARES TR62.8K shares1.30%2025-12-312026-02-04 AMGN AMGEN INC12.9K shares-0.22%2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP8.7K shares0.37%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE13.6K shares-1.37%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO28.2K shares0.52%2025-12-312026-02-04 DE DEERE & CO7.9K shares0.25%2025-12-312026-02-04 NOC NORTHROP GRUMMAN CORP6.1K shares-0.10%2025-12-312026-02-04 BAC BANK AMERICA CORP60.5K shares0.30%2025-12-312026-02-04 WM WASTE MGMT INC DEL14.9K shares0.53%2025-12-312026-02-04 NVDA NVIDIA CORPORATION17.4K shares-0.09%2025-12-312026-02-04 TDG TRANSDIGM GROUP INC2.4K shares0.34%2025-12-312026-02-04 SO SOUTHERN CO35.7K shares0.19%2025-12-312026-02-04 IMCG ISHARES TR38.7K shares2.90%2025-12-312026-02-04 BA BOEING CO13.6K shares0.61%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC8.4K shares0.92%2025-12-312026-02-04 VNQ VANGUARD INDEX FDS30.7K shares1.75%2025-12-312026-02-04 SBUX STARBUCKS CORP31.3K shares0.28%2025-12-312026-02-04 ELV ELEVANCE HEALTH INC FORMERLY7.4K shares0.74%2025-12-312026-02-04 CSCO CISCO SYS INC32.9K shares-0.05%2025-12-312026-02-04 PLD PROLOGIS INC.19.4K shares0.69%2025-12-312026-02-04 CSX CSX CORP67.6K shares-0.18%2025-12-312026-02-04 ITA ISHARES TR11.3K shares-0.04%2025-12-312026-02-04 ABBV ABBVIE INC10.5K shares-0.24%2025-12-312026-02-04 XLB SELECT SECTOR SPDR TR50.6K shares103.84%2025-12-312026-02-04 PEP PEPSICO INC15.6K shares-1.12%2025-12-312026-02-04 TD TORONTO DOMINION BK ONT23.3K shares-1.00%2025-12-312026-02-04 VBR VANGUARD INDEX FDS10.2K shares1.98%2025-12-312026-02-04 CB CHUBB LIMITED6.7K shares-0.07%2025-12-312026-02-04 UNP UNION PAC CORP8.7K shares-0.02%2025-12-312026-02-04 RIO RIO TINTO PLC24.9K shares-0.43%2025-12-312026-02-04 COF CAPITAL ONE FINL CORP8.0K shares-0.44%2025-12-312026-02-04 BSV VANGUARD BD INDEX FDS24.5K shares-0.58%2025-12-312026-02-04 IPAC ISHARES TR24.6K shares2.15%2025-12-312026-02-04 NSC NORFOLK SOUTHN CORP6.1K shares-0.08%2025-12-312026-02-04 INTU INTUIT2.6K shares0.62%2025-12-312026-02-04 MCD MCDONALDS CORP5.4K shares0.66%2025-12-312026-02-04 TMO THERMO FISHER SCIENTIFIC INC2.7K shares0.59%2025-12-312026-02-04 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-04 DRI DARDEN RESTAURANTS INC8.0K shares1.19%2025-12-312026-02-04 DIS DISNEY WALT CO12.5K shares0.39%2025-12-312026-02-04 FSLR FIRST SOLAR INC5.4K shares0.35%2025-12-312026-02-04 DHR DANAHER CORPORATION6.0K shares0.00%2025-12-312026-02-04 GEHC GE HEALTHCARE TECHNOLOGIES I16.2K shares-0.02%2025-12-312026-02-04 MA MASTERCARD INCORPORATED2.3K shares-0.43%2025-12-312026-02-04 UCB UNITED CMNTY BKS BLAIRSVLE G40.5K shares0.06%2025-12-312026-02-04 CVX CHEVRON CORP NEW8.1K shares0.29%2025-12-312026-02-04 BAB INVESCO EXCH TRADED FD TR II41.5K shares-3.44%2025-12-312026-02-04 ABT ABBOTT LABS8.7K shares0.00%2025-12-312026-02-04 WFC WELLS FARGO CO NEW10.8K shares-15.58%2025-12-312026-02-04 FITB FIFTH THIRD BANCORP19.6K shares1.30%2025-12-312026-02-04 TSCO TRACTOR SUPPLY CO18.0K shares1.39%2025-12-312026-02-04 GM GENERAL MTRS CO11.0K shares0.00%2025-12-312026-02-04 PSA PUBLIC STORAGE OPER CO3.3K shares-0.21%2025-12-312026-02-04 GLPI GAMING & LEISURE PPTYS INC18.0K shares-3.24%2025-12-312026-02-04 NVO NOVO-NORDISK A S15.2K shares-5.91%2025-12-312026-02-04 CVS CVS HEALTH CORP9.3K shares-0.05%2025-12-312026-02-04 AEP AMERICAN ELEC PWR CO INC6.4K shares0.96%2025-12-312026-02-04 FDX FEDEX CORP2.5K shares0.73%2025-12-312026-02-04 NHI NATIONAL HEALTH INVS INC9.3K shares0.00%2025-12-312026-02-04 EA ELECTRONIC ARTS INC3.4K shares0.15%2025-12-312026-02-04 SCHW SCHWAB CHARLES CORP6.3K shares0.00%2025-12-312026-02-04 MDLZ MONDELEZ INTL INC11.5K shares0.00%2025-12-312026-02-04 SPDW SPDR INDEX SHS FDS13.1K shares-0.08%2025-12-312026-02-04 AVAV AEROVIRONMENT INC2.3K shares2.24%2025-12-312026-02-04 O REALTY INCOME CORP10.0K shares0.00%2025-12-312026-02-04 RBLX ROBLOX CORP6.3K shares0.64%2025-12-312026-02-04 FDT FIRST TR EXCH TRD ALPHDX FD6.3K sharesnew addition2025-12-312026-02-04 AWK AMERICAN WTR WKS CO INC NEW3.8K shares0.80%2025-12-312026-02-04 ROL ROLLINS INC7.2K shares0.00%2025-12-312026-02-04 LMBS FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2025-12-312026-02-04 UPS UNITED PARCEL SERVICE INC3.5K shares0.00%2025-12-312026-02-04 IWS ISHARES TR2.4K shares0.00%2025-12-312026-02-04 WPC WP CAREY INC5.1K shares0.62%2025-12-312026-02-04 STLD STEEL DYNAMICS INC1.8K shares-0.11%2025-12-312026-02-04 KR KROGER CO4.7K shares7.90%2025-12-312026-02-04 TFC TRUIST FINL CORP5.9K shares0.00%2025-12-312026-02-04 AFL AFLAC INC2.6K shares0.00%2025-12-312026-02-04 SDY SPDR SERIES TRUST2.0K shares0.00%2025-12-312026-02-04 BLDR BUILDERS FIRSTSOURCE INC2.6K shares0.97%2025-12-312026-02-04 AMT AMERICAN TOWER CORP NEW1.4K shares-9.20%2025-12-312026-02-04 LMAT LEMAITRE VASCULAR INC3.0K shares0.00%2025-12-312026-02-04 PAYX PAYCHEX INC2.2K shares0.00%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR2.4K shares-0.21%2025-12-312026-02-04 FTSL FIRST TR EXCHANGE-TRADED FD4.9K shares0.00%2025-12-312026-02-04 HON HONEYWELL INTL INC1.0K sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available