Family Legacy, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Family Legacy, Inc. reported 120 stock positions worth $279.3 million. Its top holding was Microsoft (MSFT) at 3.3% of the portfolio, followed by Apple (AAPL, 3.1%) and Eli Lilly (LLY, 2.5%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 49 and reduced 55. The biggest buy was iShares Semiconductor ETF (SOXX, shares +24%) and the biggest sale Caterpillar (CAT, shares −5%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0001706016
Portfolio Value
$279.3M (Q2 2024)
SEC Filing
0001398344-24-012983 ↗ filed Jul 24, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $278.2M Q1 2024 Q2 2024: $279.3M $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 120 stocks · $279.3M
MSFT Microsoft Corp. 3.27% 20,403 $9.1M Reduce -2.2%
AAPL Apple Inc. 3.14% 41,624 $8.8M Reduce -0.4%
LLY Eli Lilly & Co. 2.52% 7,781 $7.0M Reduce -8.0%
JPM JPMorgan Chase & Co. 2.33% 32,209 $6.5M Reduce -3.2%
AMAT Applied Materials Inc. 2.23% 26,399 $6.2M Reduce -7.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.11% 22,674 $5.9M Reduce -1.5%
GOOGL Alphabet Inc. Class A 2.09% 32,094 $5.8M Reduce -3.4%
VMC Vulcan Materials Co. 2.03% 22,818 $5.7M Reduce -4.1%
CAT Caterpillar Inc. 2.03% 16,999 $5.7M Reduce -5.1%
COST Costco Wholesale Corp. 1.88% 6,185 $5.3M Reduce -2.1%
AMZN Amazon.com Inc. 1.87% 27,008 $5.2M Reduce -3.5%
KO The Coca-Cola Co. 1.85% 81,078 $5.2M Add +0.0%
TSM Taiwan Semiconductor-SP ADR 1.83% 29,382 $5.1M Reduce -1.8%
HD Home Depot Inc. 1.81% 14,682 $5.1M Reduce -0.2%
LOW Lowe's Cos Inc. 1.80% 22,825 $5.0M Reduce -0.7%
DUK Duke Energy Corp. 1.77% 49,397 $5.0M Reduce -0.5%
FPE FT-Preferred Secur & Inc. ETF 1.74% 279,566 $4.9M Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 1.67% 9,732 $4.7M Add +1.5%
JNJ Johnson & Johnson 1.65% 31,450 $4.6M Add +0.1%
WMT Walmart Inc. 1.65% 67,855 $4.6M Reduce -1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.64% 18,951 $4.6M Add +1.6%
V Visa Inc. Class A 1.59% 16,951 $4.4M Reduce -0.4%
ORCL Oracle Corp. 1.59% 31,509 $4.4M Reduce -3.8%
PG The Procter & Gamble Co. 1.58% 26,715 $4.4M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.57% 8,077 $4.4M Add +1.8%
MRK Merck & Co. Inc. 1.52% 34,231 $4.2M Reduce -2.9%
DGRO iShares Core Dividend Growth 1.49% 72,176 $4.2M Add +2.0%
SPDW Ste STR SPDR PT DW Eu ETF 1.45% 115,339 $4.0M Add +1.9%
AMGN Amgen Inc. 1.43% 12,745 $4.0M Add +0.1%
UNH Unitedhealth Group Inc. 1.41% 7,750 $3.9M Reduce -0.0%
ANGL Vaneck Fallen Angel High YLD 1.41% 139,236 $3.9M Add +0.5%
BIV Vanguard Intermediate-Term B 1.41% 52,562 $3.9M Add +0.4%
LMT Lockheed Martin Corp. 1.38% 8,267 $3.9M Reduce -0.3%
ELV Elevance Health Inc. 1.26% 6,472 $3.5M Reduce -1.6%
VNQ Vanguard Real Estate ETF 1.12% 37,182 $3.1M Add +3.4%
WM Waste Management Inc. 1.06% 13,915 $3.0M Reduce -1.2%
DE Deere & Co. 1.05% 7,880 $2.9M Reduce -0.5%
IMCG iShares Morningstar Mid-Cap 1.05% 43,305 $2.9M Add +2.4%
SOXX iShares Semiconductor ETF 1.04% 11,741 $2.9M Add +23.8%
SO The Southern Co. 1.02% 36,593 $2.8M Reduce -0.5%
TDG Transdigm Group Inc. 0.96% 2,089 $2.7M Add +1.4%
GD General Dynamics Corp. 0.94% 9,028 $2.6M Reduce -0.4%
NOC Northrop Grumman Corp. 0.91% 5,828 $2.5M Add +0.9%
PEP Pepsico Inc. 0.89% 15,080 $2.5M Add +0.2%
NVO Novo-Nordisk A/S-Spons ADR 0.86% 16,881 $2.4M Add +1.0%
SBUX Starbucks Corp. 0.84% 30,261 $2.4M Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.82% 57,278 $2.3M Reduce -0.3%
CSX CSX Corp. 0.81% 67,634 $2.3M Reduce -1.2%
BA The Boeing Co. 0.79% 12,168 $2.2M Add +0.5%
XLB SS Materials Select Sector 0.78% 24,511 $2.2M Add +2.0%
BSV Vanguard Short-Term Bond ETF 0.76% 27,661 $2.1M Reduce -0.6%
CI The Cigna Group 0.74% 6,279 $2.1M Reduce -0.7%
GE General Electric filed as GE AEROSPACE 0.74% 13,056 $2.1M Reduce -3.4%
DFIV Dimensional International Va 0.71% 55,434 $2.0M Add +1.7%
UNP Union Pacific Corp. 0.70% 8,646 $2.0M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.69% 4,710 $1.9M Reduce -0.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.68% 10,472 $1.9M Add +3.5%
PLD Prologis Inc. 0.68% 17,007 $1.9M Add +0.2%
ABBV Abbvie Inc. 0.66% 10,675 $1.8M Reduce -1.4%
CB Chubb Ltd. 0.63% 6,943 $1.8M Reduce -0.3%
RIO Rio Tinto PLC-Spon ADR 0.61% 26,010 $1.7M Reduce -0.5%
ITA iShares U.S. Aerospace & Def 0.59% 12,432 $1.6M Add +4.0%
CSCO Cisco Systems Inc. 0.56% 32,837 $1.6M No change
INTU Intuit Inc. 0.54% 2,279 $1.5M Add +2.0%
IPAC iShares Core MSCI Pacific Et 0.53% 24,387 $1.5M Add +4.3%
TD Toronto-Dominion Bank 0.51% 26,146 $1.4M Reduce -0.8%
DHR Danaher Corp. 0.50% 5,610 $1.4M Add +1.0%
TMO Thermo Fisher Scientific Inc. 0.48% 2,410 $1.3M Add +1.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 13,321 $1.3M Add +1.6%
NSC Norfolk Southern Corp. 0.47% 6,075 $1.3M Add +0.7%
MCD McDonald's Corp. 0.45% 4,968 $1.3M Add +3.2%
BRK.A Berkshire Hathaway Inc. Class A 0.44% 2 $1.2M No change
CVX Chevron Corp. 0.42% 7,428 $1.2M Add +1.3%
FSLR First Solar Inc. 0.41% 5,030 $1.1M Add +1.6%
COF Capital One Financial Corp. 0.39% 7,920 $1.1M No change
GEHC GE Healthcare Technology 0.38% 13,453 $1.0M Add +4.5%
MA Mastercard Inc. Class A 0.36% 2,287 $1.0M Add +0.7%
LW Lamb Weston Holdings Inc. 0.35% 11,701 $984K Add +2.8%
BAB Invesco Taxable Municipal Bo 0.35% 37,213 $982K Add +2.8%
UCB United Community Banks 0.34% 36,945 $941K Add +3.5%
ABT Abbott Laboratories 0.32% 8,630 $897K Reduce -0.1%
PSA Public Storage 0.31% 2,963 $852K Add +2.7%
NVDA Nvidia Corp. 0.30% 6,741 $833K Reduce -11.5%
WFC Wells Fargo & Co. 0.27% 12,800 $760K No change
MDLZ Mondelez International Inc. Class A 0.27% 11,588 $758K No change
GEV GE Vernova Inc. 0.27% 4,378 $751K Add +29.6%
CVS CVS Health Corp. 0.27% 12,583 $743K Reduce -36.1%
DRI Darden Restaurants Inc. 0.27% 4,898 $741K Add +16.0%
CAG Conagra Brands Inc. 0.26% 25,872 $735K Reduce -1.1%
MPT Medical Properties Trust Inc. 0.25% 162,281 $699K Reduce -1.0%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.23% 9,467 $641K Reduce -1.1%
DG Dollar General Corp. 0.23% 4,774 $631K Add +5.9%
GM General Motors Co. 0.21% 12,660 $588K Reduce -3.1%
O Realty Income Corp. 0.18% 9,606 $507K Reduce -0.9%
AEP American Electric Power 0.18% 5,683 $499K Reduce -0.9%
AWK American Water Works Co. Inc. 0.17% 3,761 $486K Reduce -1.5%
UPS United Parcel Service Class B 0.17% 3,529 $483K Reduce -0.7%
TSCO Tractor Supply Company 0.17% 1,769 $478K Add +49.3%
EA Electronic Arts Inc. 0.17% 3,392 $473K Reduce -0.3%
FDX FedEx Corp. 0.17% 1,573 $472K Add +4.2%
SCHW Schwab (charles) Corp. 0.17% 6,310 $465K No change
RHI Robert Half Inc. 0.17% 7,249 $464K Add +1.0%
RTO Rentokil Initial PLC-SP ADR 0.16% 14,748 $437K No change
LMBS First Trust Low Duration Opp 0.15% 8,544 $411K No change
C Citigroup Inc. 0.14% 6,330 $402K No change
FITB Fifth Third Bancorp 0.14% 10,764 $393K Add +30.9%
WPC WP Carey Inc. 0.14% 6,949 $383K Reduce -2.6%
NVS Novartis AG-Sponsored ADR 0.12% 3,250 $346K No change
SDY SS SPDR S&P Dividend ETF 0.11% 2,393 $304K Reduce -6.1%
IWS iShares Russell Mid-Cap Valu 0.11% 2,451 $296K Reduce -1.7%
MDT Medtronic PLC 0.10% 3,568 $281K No change
AMT American Tower Corp. 0.09% 1,357 $264K No change
TFC Truist Financial Corp. 0.09% 6,433 $250K Reduce -3.9%
PAYX Paychex Inc. 0.09% 2,100 $249K Add +2.4%
LMAT Lemaitre Vascular Inc. 0.09% 3,000 $247K New
GSK GSK PLC-Spon ADR 0.09% 6,400 $246K No change
FTSL First Trust Senior Loan ETF 0.08% 4,920 $225K Reduce -0.4%
AFL Aflac Inc. 0.08% 2,500 $223K No change
CMCSA Comcast Corp. Class A 0.08% 5,553 $217K Add +1.8%
ILCG iShares Morningstar Growth E 0.08% 2,606 $212K New

Portfolio Sells Q1 2024 → Q2 2024
CAT Caterpillar Inc. Reduce -5.1% 2.03% −0.33
LOW Lowe's Cos Inc. Reduce -0.7% 1.80% −0.30
VMC Vulcan Materials Co. Reduce -4.1% 2.03% −0.30
CVS CVS Health Corp. Reduce -36.1% 0.27% −0.30
HD Home Depot Inc. Reduce -0.2% 1.81% −0.22
MRK Merck & Co. Inc. Reduce -2.9% 1.52% −0.16
DE Deere & Co. Reduce -0.5% 1.05% −0.12
V Visa Inc. Class A Reduce -0.4% 1.59% −0.11
GE General Electric Reduce -3.4% 0.74% −0.11
CSX CSX Corp. Reduce -1.2% 0.81% −0.10
CI The Cigna Group Reduce -0.7% 0.74% −0.08
LUV Southwest Airlines Co. Sold out 0.00% −0.08
KR Kroger Co. Sold out 0.00% −0.07
JPM JPMorgan Chase & Co. Reduce -3.2% 2.33% −0.06
TD Toronto-Dominion Bank Reduce -0.8% 0.51% −0.06
ABBV Abbvie Inc. Reduce -1.4% 0.66% −0.05
ABT Abbott Laboratories Reduce -0.1% 0.32% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.69% −0.03
MPT Medical Properties Trust Inc. Reduce -1.0% 0.25% −0.03
UPS United Parcel Service Class B Reduce -0.7% 0.17% −0.02
WM Waste Management Inc. Reduce -1.2% 1.06% −0.02
CAG Conagra Brands Inc. Reduce -1.1% 0.26% −0.02
CB Chubb Ltd. Reduce -0.3% 0.63% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -6.1% 0.11% −0.01
WPC WP Carey Inc. Reduce -2.6% 0.14% −0.01
FPE FT-Preferred Secur & Inc. ETF Reduce -0.3% 1.74% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -0.6% 0.76% −0.01
O Realty Income Corp. Reduce -0.9% 0.18% −0.01
IWS iShares Russell Mid-Cap Valu Reduce -1.7% 0.11% −0.01
TFC Truist Financial Corp. Reduce -3.9% 0.09% −0.00
GM General Motors Co. Reduce -3.1% 0.21% −0.00
FTSL First Trust Senior Loan ETF Reduce -0.4% 0.08% −0.00
AEP American Electric Power Reduce -0.9% 0.18% +0.00
AWK American Water Works Co. Inc. Reduce -1.5% 0.17% +0.01
EA Electronic Arts Inc. Reduce -0.3% 0.17% +0.01
NHI Natl Health Investors Inc. Reduce -1.1% 0.23% +0.01
PG The Procter & Gamble Co. Reduce -0.3% 1.58% +0.01
RIO Rio Tinto PLC-Spon ADR Reduce -0.5% 0.61% +0.01
GD General Dynamics Corp. Reduce -0.4% 0.94% +0.02
LMT Lockheed Martin Corp. Reduce -0.3% 1.38% +0.03
ELV Elevance Health Inc. Reduce -1.6% 1.26% +0.03
BAC Bank of America Corp. Reduce -0.3% 0.82% +0.03
UNH Unitedhealth Group Inc. Reduce -0.0% 1.41% +0.03
AJG Arthur J Gallagher & Co. Reduce -1.5% 2.11% +0.04
DUK Duke Energy Corp. Reduce -0.5% 1.77% +0.05
NVDA Nvidia Corp. Reduce -11.5% 0.30% +0.05
AMZN Amazon.com Inc. Reduce -3.5% 1.87% +0.05
SO The Southern Co. Reduce -0.5% 1.02% +0.07
MSFT Microsoft Corp. Reduce -2.2% 3.27% +0.11
ORCL Oracle Corp. Reduce -3.8% 1.59% +0.11

Portfolio Buys Q1 2024 → Q2 2024
SOXX iShares Semiconductor ETF Add +23.8% 1.04% +0.27
QQQ Invesco QQQ Trust Series 1 Add +1.5% 1.67% +0.14
AMGN Amgen Inc. Add +0.1% 1.43% +0.12
FSLR First Solar Inc. Add +1.6% 0.41% +0.11
NVO Novo-Nordisk A/S-Spons ADR Add +1.0% 0.86% +0.09
LMAT Lemaitre Vascular Inc. New 0.09% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +1.8% 1.57% +0.08
ILCG iShares Morningstar Growth E New 0.08% +0.08
KO The Coca-Cola Co. Add +0.0% 1.85% +0.07
GEV GE Vernova Inc. Add +29.6% 0.27% +0.06
TSCO Tractor Supply Company Add +49.3% 0.17% +0.06
TDG Transdigm Group Inc. Add +1.4% 0.96% +0.04
FITB Fifth Third Bancorp Add +30.9% 0.14% +0.03
ITA iShares U.S. Aerospace & Def Add +4.0% 0.59% +0.02
INTU Intuit Inc. Add +2.0% 0.54% +0.01
DRI Darden Restaurants Inc. Add +16.0% 0.27% +0.01
FDX FedEx Corp. Add +4.2% 0.17% +0.01
DGRO iShares Core Dividend Growth Add +2.0% 1.49% +0.01
BAB Invesco Taxable Municipal Bo Add +2.8% 0.35% +0.01
PSA Public Storage Add +2.7% 0.31% +0.00
DHR Danaher Corp. Add +1.0% 0.50% +0.00
IPAC iShares Core MSCI Pacific Et Add +4.3% 0.53% +0.00
CVX Chevron Corp. Add +1.3% 0.42% +0.00
UCB United Community Banks Add +3.5% 0.34% −0.00
PAYX Paychex Inc. Add +2.4% 0.09% −0.00
VNQ Vanguard Real Estate ETF Add +3.4% 1.12% −0.00
DFIV Dimensional International Va Add +1.7% 0.71% −0.01
CMCSA Comcast Corp. Class A Add +1.8% 0.08% −0.01
BIV Vanguard Intermediate-Term B Add +0.4% 1.41% −0.01
SPDW Ste STR SPDR PT DW Eu ETF Add +1.9% 1.45% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +3.5% 0.68% −0.01
TMO Thermo Fisher Scientific Inc. Add +1.8% 0.48% −0.02
IMCG iShares Morningstar Mid-Cap Add +2.4% 1.05% −0.02
DG Dollar General Corp. Add +5.9% 0.23% −0.03
XLB SS Materials Select Sector Add +2.0% 0.78% −0.03
MA Mastercard Inc. Class A Add +0.7% 0.36% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.6% 1.64% −0.03
ANGL Vaneck Fallen Angel High YLD Add +0.5% 1.41% −0.03
MCD McDonald's Corp. Add +3.2% 0.45% −0.03
RHI Robert Half Inc. Add +1.0% 0.17% −0.04
GEHC GE Healthcare Technology Add +4.5% 0.38% −0.05
BA The Boeing Co. Add +0.5% 0.79% −0.05
PEP Pepsico Inc. Add +0.2% 0.89% −0.06
UNP Union Pacific Corp. Add +0.1% 0.70% −0.06
LW Lamb Weston Holdings Inc. Add +2.8% 0.35% −0.08
NOC Northrop Grumman Corp. Add +0.9% 0.91% −0.08
NSC Norfolk Southern Corp. Add +0.7% 0.47% −0.09
DIS The Walt Disney Co. Add +1.6% 0.47% −0.10
PLD Prologis Inc. Add +0.2% 0.68% −0.11
JNJ Johnson & Johnson Add +0.1% 1.65% −0.14

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