Family Legacy, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Family Legacy, Inc. reported 119 stock positions worth $278.2 million. Its top holding was Microsoft (MSFT) at 3.2% of the portfolio, followed by Apple (AAPL, 2.6%) and JPMorgan Chase (JPM, 2.4%). Compared with Q4 2023, it opened 2 new positions, added to 40 and reduced 68. The biggest buy was Novo-Nordisk A/S-Spons ADR (NVO, shares +8%) and the biggest sale Apple (AAPL, shares −5%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0001706016
Portfolio Value
$278.2M (Q1 2024)
SEC Filing
0001398344-24-007632 ↗ filed Apr 24, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $278.2M $278.2M Q1 2024 Q2 2024: $279.3M Q2 2024 Q3 2024: $300.8M Q3 2024 Q4 2024: $295.2M Q4 2024 Q1 2025: $291.4M Q1 2025 Q2 2025: $307.5M Q2 2025 Q3 2025: $327.1M Q3 2025 Q4 2025: $334.0M Q4 2025 Q1 2026: $332.9M Q1 2026 Q2 2026: $374.9M Q2 2026

Holdings 119 stocks · $278.2M
MSFT Microsoft Corp. 3.16% 20,871 $8.8M Reduce -7.8%
AAPL Apple Inc. 2.58% 41,805 $7.2M Reduce -5.4%
JPM JPMorgan Chase & Co. 2.40% 33,284 $6.7M Reduce -2.0%
LLY Eli Lilly & Co. 2.37% 8,459 $6.6M Reduce -12.8%
CAT Caterpillar Inc. 2.36% 17,920 $6.6M Reduce -7.6%
VMC Vulcan Materials Co. 2.33% 23,785 $6.5M Reduce -7.2%
AMAT Applied Materials Inc. 2.11% 28,444 $5.9M Reduce -2.8%
LOW Lowe's Cos Inc. 2.11% 22,996 $5.9M Reduce -3.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.07% 23,012 $5.8M Reduce -7.1%
HD Home Depot Inc. 2.03% 14,713 $5.6M Reduce -6.1%
AMZN Amazon.com Inc. 1.82% 27,991 $5.0M Reduce -2.4%
GOOGL Alphabet Inc. Class A 1.80% 33,217 $5.0M Reduce -4.2%
JNJ Johnson & Johnson 1.79% 31,407 $5.0M Reduce -0.2%
KO The Coca-Cola Co. 1.78% 81,052 $5.0M Reduce -2.0%
FPE FT-Preferred Secur & Inc. ETF 1.75% 280,276 $4.9M Reduce -0.3%
DUK Duke Energy Corp. 1.73% 49,638 $4.8M Reduce -0.5%
V Visa Inc. Class A 1.71% 17,018 $4.7M Reduce -2.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.68% 18,655 $4.7M Reduce -2.5%
MRK Merck & Co. Inc. 1.67% 35,263 $4.7M Reduce -2.6%
COST Costco Wholesale Corp. 1.66% 6,316 $4.6M Reduce -6.3%
PG The Procter & Gamble Co. 1.56% 26,794 $4.3M Add +1.3%
QQQ Invesco QQQ Trust Series 1 1.53% 9,588 $4.3M Reduce -0.7%
WMT Walmart Inc. 1.50% 69,185 $4.2M Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.49% 7,934 $4.2M Reduce -0.8%
ORCL Oracle Corp. 1.48% 32,755 $4.1M Reduce -3.2%
DGRO iShares Core Dividend Growth 1.48% 70,765 $4.1M Reduce -2.6%
TSM Taiwan Semiconductor-SP ADR 1.46% 29,920 $4.1M Reduce -0.7%
SPDW Ste STR SPDR PT DW Eu ETF 1.46% 113,248 $4.1M Reduce -0.6%
ANGL Vaneck Fallen Angel High YLD 1.44% 138,495 $4.0M Reduce -0.8%
BIV Vanguard Intermediate-Term B 1.42% 52,349 $3.9M Reduce -3.6%
UNH Unitedhealth Group Inc. 1.38% 7,753 $3.8M Reduce -0.6%
LMT Lockheed Martin Corp. 1.36% 8,294 $3.8M Add +1.4%
AMGN Amgen Inc. 1.30% 12,729 $3.6M Reduce -7.4%
ELV Elevance Health Inc. 1.23% 6,578 $3.4M Add +0.1%
DE Deere & Co. 1.17% 7,922 $3.3M Add +1.8%
VNQ Vanguard Real Estate ETF 1.12% 35,969 $3.1M Reduce -1.9%
WM Waste Management Inc. 1.08% 14,080 $3.0M Add +0.5%
IMCG iShares Morningstar Mid-Cap 1.07% 42,304 $3.0M Reduce -3.3%
NOC Northrop Grumman Corp. 0.99% 5,773 $2.8M Add +2.2%
SBUX Starbucks Corp. 0.99% 30,228 $2.8M Add +0.8%
SO The Southern Co. 0.95% 36,773 $2.6M Reduce -2.0%
PEP Pepsico Inc. 0.95% 15,050 $2.6M Reduce -2.9%
GD General Dynamics Corp. 0.92% 9,063 $2.6M Reduce -2.9%
CSX CSX Corp. 0.91% 68,455 $2.5M Reduce -1.8%
TDG Transdigm Group Inc. 0.91% 2,060 $2.5M Reduce -0.3%
GE General Electric 0.85% 13,510 $2.4M Reduce -2.2%
BA The Boeing Co. 0.84% 12,103 $2.3M Add +3.2%
CI The Cigna Group 0.83% 6,321 $2.3M Reduce -4.8%
XLB SS Materials Select Sector 0.80% 24,029 $2.2M Reduce -2.1%
PLD Prologis Inc. 0.79% 16,976 $2.2M Add +2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.78% 57,481 $2.2M Add +2.9%
NVO Novo-Nordisk A/S-Spons ADR 0.77% 16,708 $2.1M Add +7.6%
SOXX iShares Semiconductor ETF 0.77% 9,482 $2.1M Add +9.7%
BSV Vanguard Short-Term Bond ETF 0.77% 27,817 $2.1M Reduce -6.8%
UNP Union Pacific Corp. 0.76% 8,638 $2.1M Reduce -0.6%
DFIV Dimensional International Va 0.72% 54,523 $2.0M Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.72% 4,744 $2.0M Reduce -4.9%
ABBV Abbvie Inc. 0.71% 10,821 $2.0M Reduce -2.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.70% 10,119 $1.9M Reduce -1.3%
CB Chubb Ltd. 0.65% 6,961 $1.8M Reduce -3.4%
RIO Rio Tinto PLC-Spon ADR 0.60% 26,148 $1.7M Add +1.1%
CSCO Cisco Systems Inc. 0.59% 32,837 $1.6M Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.58% 13,112 $1.6M Reduce -8.0%
TD Toronto-Dominion Bank 0.57% 26,351 $1.6M Add +0.7%
ITA iShares U.S. Aerospace & Def 0.57% 11,952 $1.6M Reduce -0.8%
CVS CVS Health Corp. 0.56% 19,687 $1.6M Add +3.4%
NSC Norfolk Southern Corp. 0.55% 6,031 $1.5M Reduce -2.4%
IPAC iShares Core MSCI Pacific Et 0.53% 23,383 $1.5M Add +1.4%
INTU Intuit Inc. 0.52% 2,235 $1.5M Add +7.9%
DHR Danaher Corp. 0.50% 5,554 $1.4M Add +3.2%
TMO Thermo Fisher Scientific Inc. 0.49% 2,368 $1.4M Add +2.9%
MCD McDonald's Corp. 0.49% 4,813 $1.4M Reduce -1.0%
BRK.A Berkshire Hathaway Inc. Class A 0.46% 2 $1.3M No change
LW Lamb Weston Holdings Inc. 0.44% 11,382 $1.2M Add +2.0%
COF Capital One Financial Corp. 0.42% 7,920 $1.2M Add +0.0%
GEHC GE Healthcare Technology 0.42% 12,879 $1.2M Add +8.3%
CVX Chevron Corp. 0.42% 7,335 $1.2M Add +2.1%
MA Mastercard Inc. Class A 0.39% 2,272 $1.1M Add +0.6%
ABT Abbott Laboratories 0.35% 8,640 $982K Reduce -1.8%
BAB Invesco Taxable Municipal Bo 0.35% 36,195 $961K Add +2.4%
UCB United Community Banks 0.34% 35,690 $939K Add +6.4%
PSA Public Storage 0.30% 2,886 $837K Reduce -2.9%
FSLR First Solar Inc. 0.30% 4,950 $836K Add +1.4%
MDLZ Mondelez International Inc. Class A 0.29% 11,588 $811K Reduce -0.1%
CAG Conagra Brands Inc. 0.28% 26,147 $775K Reduce 0.0%
MPT Medical Properties Trust Inc. 0.28% 163,984 $771K Reduce -0.4%
WFC Wells Fargo & Co. 0.27% 12,800 $742K No change
DRI Darden Restaurants Inc. 0.25% 4,222 $706K Add +79.9%
DG Dollar General Corp. 0.25% 4,509 $704K Add +16.9%
NVDA Nvidia Corp. 0.25% 762 $689K Add +22.1%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.22% 9,572 $601K Reduce -0.3%
GM General Motors Co. 0.21% 13,060 $592K Add +4.9%
RHI Robert Half Inc. 0.20% 7,177 $569K Add +2.0%
UPS United Parcel Service Class B 0.19% 3,554 $528K Add +0.7%
O Realty Income Corp. 0.19% 9,690 $524K Add +0.4%
AEP American Electric Power 0.18% 5,733 $494K Reduce -27.2%
AWK American Water Works Co. Inc. 0.17% 3,817 $466K Reduce -0.8%
SCHW Schwab (charles) Corp. 0.16% 6,310 $456K No change
EA Electronic Arts Inc. 0.16% 3,403 $451K Reduce -0.1%
RTO Rentokil Initial PLC-SP ADR 0.16% 14,748 $445K Reduce -1.0%
FDX FedEx Corp. 0.16% 1,509 $437K Add +5.2%
LMBS First Trust Low Duration Opp 0.15% 8,544 $412K No change
WPC WP Carey Inc. 0.14% 7,138 $403K Reduce -22.2%
C Citigroup Inc. 0.14% 6,330 $400K Add +2.9%
SDY SS SPDR S&P Dividend ETF 0.12% 2,549 $335K Reduce -5.9%
NVS Novartis AG-Sponsored ADR 0.11% 3,250 $314K No change
IWS iShares Russell Mid-Cap Valu 0.11% 2,494 $313K Reduce -2.8%
MDT Medtronic PLC 0.11% 3,568 $311K No change
TSCO Tractor Supply Company 0.11% 1,185 $310K New
FITB Fifth Third Bancorp 0.11% 8,226 $306K Add +24.8%
GSK GSK PLC-Spon ADR 0.10% 6,400 $274K No change
AMT American Tower Corp. 0.10% 1,357 $268K Add +13.9%
TFC Truist Financial Corp. 0.09% 6,694 $261K Reduce -0.7%
PAYX Paychex Inc. 0.09% 2,050 $252K No change
CMCSA Comcast Corp. Class A 0.09% 5,453 $236K Add +17.1%
FTSL First Trust Senior Loan ETF 0.08% 4,941 $228K Reduce -11.3%
AFL Aflac Inc. 0.08% 2,500 $215K No change
LUV Southwest Airlines Co. 0.08% 7,215 $211K Reduce -2.7%
KR Kroger Co. 0.07% 3,595 $205K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -5.4% 2.58% −0.67
AMGN Amgen Inc. Reduce -7.4% 1.30% −0.21
UNH Unitedhealth Group Inc. Reduce -0.6% 1.38% −0.19
BIV Vanguard Intermediate-Term B Reduce -3.6% 1.42% −0.16
DUK Duke Energy Corp. Reduce -0.5% 1.73% −0.12
VNQ Vanguard Real Estate ETF Reduce -1.9% 1.12% −0.12
BSV Vanguard Short-Term Bond ETF Reduce -6.8% 0.77% −0.11
JNJ Johnson & Johnson Reduce -0.2% 1.79% −0.10
MSFT Microsoft Corp. Reduce -7.8% 3.16% −0.09
ANGL Vaneck Fallen Angel High YLD Reduce -0.8% 1.44% −0.09
WPC WP Carey Inc. Reduce -22.2% 0.14% −0.08
KO The Coca-Cola Co. Reduce -2.0% 1.78% −0.08
AEP American Electric Power Reduce -27.2% 0.18% −0.07
FPE FT-Preferred Secur & Inc. ETF Reduce -0.3% 1.75% −0.07
MCD McDonald's Corp. Reduce -1.0% 0.49% −0.06
AJG Arthur J Gallagher & Co. Reduce -7.1% 2.07% −0.06
PEP Pepsico Inc. Reduce -2.9% 0.95% −0.06
SO The Southern Co. Reduce -2.0% 0.95% −0.06
UNP Union Pacific Corp. Reduce -0.6% 0.76% −0.05
CSCO Cisco Systems Inc. Reduce -0.7% 0.59% −0.05
GOOGL Alphabet Inc. Class A Reduce -4.2% 1.80% −0.05
PSA Public Storage Reduce -2.9% 0.30% −0.04
HD Home Depot Inc. Reduce -6.1% 2.03% −0.04
COST Costco Wholesale Corp. Reduce -6.3% 1.66% −0.03
V Visa Inc. Class A Reduce -2.8% 1.71% −0.03
MPT Medical Properties Trust Inc. Reduce -0.4% 0.28% −0.03
MDLZ Mondelez International Inc. Class A Reduce -0.1% 0.29% −0.03
AWK American Water Works Co. Inc. Reduce -0.8% 0.17% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.5% 1.68% −0.02
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.6% 1.46% −0.02
ABT Abbott Laboratories Reduce -1.8% 0.35% −0.02
FTSL First Trust Senior Loan ETF Reduce -11.3% 0.08% −0.02
EA Electronic Arts Inc. Reduce -0.1% 0.16% −0.02
ITA iShares U.S. Aerospace & Def Reduce -0.8% 0.57% −0.02
DGRO iShares Core Dividend Growth Reduce -2.6% 1.48% −0.02
CSX CSX Corp. Reduce -1.8% 0.91% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -5.9% 0.12% −0.01
CAG Conagra Brands Inc. Reduce 0.0% 0.28% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.3% 0.70% −0.01
LUV Southwest Airlines Co. Reduce -2.7% 0.08% −0.01
GD General Dynamics Corp. Reduce -2.9% 0.92% −0.01
NSC Norfolk Southern Corp. Reduce -2.4% 0.55% −0.01
RTO Rentokil Initial PLC-SP ADR Reduce -1.0% 0.16% −0.00
IWS iShares Russell Mid-Cap Valu Reduce -2.8% 0.11% −0.00
TFC Truist Financial Corp. Reduce -0.7% 0.09% −0.00
IMCG iShares Morningstar Mid-Cap Reduce -3.3% 1.07% −0.00
XLB SS Materials Select Sector Reduce -2.1% 0.80% +0.00
NHI Natl Health Investors Inc. Reduce -0.3% 0.22% +0.01
QQQ Invesco QQQ Trust Series 1 Reduce -0.7% 1.53% +0.02
CB Chubb Ltd. Reduce -3.4% 0.65% +0.03

Portfolio Buys Q4 2023 → Q1 2024
NVO Novo-Nordisk A/S-Spons ADR Add +7.6% 0.77% +0.16
SOXX iShares Semiconductor ETF Add +9.7% 0.77% +0.14
NVDA Nvidia Corp. Add +22.1% 0.25% +0.13
WM Waste Management Inc. Add +0.5% 1.08% +0.12
TSCO Tractor Supply Company New 0.11% +0.11
DRI Darden Restaurants Inc. Add +79.9% 0.25% +0.11
PG The Procter & Gamble Co. Add +1.3% 1.56% +0.08
KR Kroger Co. New 0.07% +0.07
GEHC GE Healthcare Technology Add +8.3% 0.42% +0.07
BAC Bank of America Corp. Add +2.9% 0.78% +0.07
DG Dollar General Corp. Add +16.9% 0.25% +0.05
ELV Elevance Health Inc. Add +0.1% 1.23% +0.04
GM General Motors Co. Add +4.9% 0.21% +0.04
TMO Thermo Fisher Scientific Inc. Add +2.9% 0.49% +0.03
INTU Intuit Inc. Add +7.9% 0.52% +0.03
COF Capital One Financial Corp. Add +0.0% 0.42% +0.03
MA Mastercard Inc. Class A Add +0.6% 0.39% +0.03
DHR Danaher Corp. Add +3.2% 0.50% +0.02
FITB Fifth Third Bancorp Add +24.8% 0.11% +0.02
C Citigroup Inc. Add +2.9% 0.14% +0.02
FDX FedEx Corp. Add +5.2% 0.16% +0.02
DFIV Dimensional International Va Add +0.9% 0.72% +0.01
IPAC iShares Core MSCI Pacific Et Add +1.4% 0.53% +0.01
CMCSA Comcast Corp. Class A Add +17.1% 0.09% +0.01
CVX Chevron Corp. Add +2.1% 0.42% +0.01
AMT American Tower Corp. Add +13.9% 0.10% −0.00
CVS CVS Health Corp. Add +3.4% 0.56% −0.01
NOC Northrop Grumman Corp. Add +2.2% 0.99% −0.02
BAB Invesco Taxable Municipal Bo Add +2.4% 0.35% −0.02
DE Deere & Co. Add +1.8% 1.17% −0.02
FSLR First Solar Inc. Add +1.4% 0.30% −0.02
UPS United Parcel Service Class B Add +0.7% 0.19% −0.02
O Realty Income Corp. Add +0.4% 0.19% −0.02
LW Lamb Weston Holdings Inc. Add +2.0% 0.44% −0.02
RHI Robert Half Inc. Add +2.0% 0.20% −0.03
UCB United Community Banks Add +6.4% 0.34% −0.04
PLD Prologis Inc. Add +2.1% 0.79% −0.05
LMT Lockheed Martin Corp. Add +1.4% 1.36% −0.06
TD Toronto-Dominion Bank Add +0.7% 0.57% −0.07
SBUX Starbucks Corp. Add +0.8% 0.99% −0.11
RIO Rio Tinto PLC-Spon ADR Add +1.1% 0.60% −0.14
BA The Boeing Co. Add +3.2% 0.84% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$374.9MAMAT, CAT, AAPL, GEV, SOXX
Q1 2026 124$332.9MCAT, AAPL, AMAT, GEV, JNJ
Q4 2025 121$334.0MAAPL, GOOGL, MSFT, CAT, JPM
Q3 2025 122$327.1MAAPL, MSFT, JPM, CAT, GOOGL
Q2 2025 121$307.5MMSFT, AAPL, JPM, ORCL, TSM
Q1 2025 120$291.4MAAPL, MSFT, AJG, JPM, DUK
Q4 2024 121$295.2MAAPL, MSFT, JPM, AJG, GOOGL
Q3 2024 122$300.8MAAPL, MSFT, LLY, JPM, CAT
Q2 2024 120$279.3MMSFT, AAPL, LLY, JPM, AMAT
Q1 2024 119$278.2MMSFT, AAPL, JPM, LLY, CAT