Family Legacy, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Family Legacy, Inc. reported 122 stock positions worth $300.8 million. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Microsoft (MSFT, 2.9%) and Eli Lilly (LLY, 2.3%). Compared with Q2 2024, it opened 3 new positions, sold out of 1, added to 66 and reduced 29. The biggest buy was Lowe's Cos (LOW, shares +1%) and the biggest sale Eli Lilly (LLY, shares −1%).

Most Recent 13F
Q2 2026
Location
GREENVILLE, SC
CIK
0001706016
Portfolio Value
$300.8M (Q3 2024)
SEC Filing
0001398344-24-018881 ↗ filed Oct 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $278.2M Q1 2024 Q2 2024: $279.3M Q2 2024 Q3 2024: $300.8M $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 122 stocks · $300.8M
AAPL Apple Inc. 3.20% 41,304 $9.6M Reduce -0.8%
MSFT Microsoft Corp. 2.92% 20,423 $8.8M Add +0.1%
LLY Eli Lilly & Co. 2.27% 7,698 $6.8M Reduce -1.1%
JPM JPMorgan Chase & Co. 2.25% 32,085 $6.8M Reduce -0.4%
CAT Caterpillar Inc. 2.23% 17,156 $6.7M Add +0.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 2.12% 22,679 $6.4M Add +0.0%
LOW Lowe's Cos Inc. 2.08% 23,045 $6.2M Add +1.0%
HD Home Depot Inc. 2.01% 14,906 $6.0M Add +1.5%
KO The Coca-Cola Co. 1.95% 81,538 $5.9M Add +0.6%
VMC Vulcan Materials Co. 1.93% 23,186 $5.8M Add +1.6%
DUK Duke Energy Corp. 1.90% 49,502 $5.7M Add +0.2%
ORCL Oracle Corp. 1.81% 32,002 $5.5M Add +1.6%
WMT Walmart Inc. 1.81% 67,363 $5.4M Reduce -0.7%
COST Costco Wholesale Corp. 1.79% 6,079 $5.4M Reduce -1.7%
AMAT Applied Materials Inc. 1.79% 26,657 $5.4M Add +1.0%
GOOGL Alphabet Inc. Class A 1.78% 32,197 $5.3M Add +0.3%
JNJ Johnson & Johnson 1.71% 31,750 $5.1M Add +0.9%
TSM Taiwan Semiconductor-SP ADR 1.70% 29,446 $5.1M Add +0.2%
FPE FT-Preferred Secur & Inc. ETF 1.69% 281,118 $5.1M Add +0.6%
AMZN Amazon.com Inc. 1.68% 27,149 $5.1M Add +0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.64% 18,658 $4.9M Reduce -1.6%
LMT Lockheed Martin Corp. 1.62% 8,317 $4.9M Add +0.6%
V Visa Inc. Class A 1.57% 17,213 $4.7M Add +1.6%
PG The Procter & Gamble Co. 1.56% 27,099 $4.7M Add +1.4%
QQQ Invesco QQQ Trust Series 1 1.55% 9,554 $4.7M Reduce -1.8%
UNH Unitedhealth Group Inc. 1.52% 7,825 $4.6M Add +1.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.52% 7,949 $4.6M Reduce -1.6%
DGRO iShares Core Dividend Growth 1.45% 69,699 $4.4M Reduce -3.4%
SPDW Ste STR SPDR PT DW Eu ETF 1.43% 114,391 $4.3M Reduce -0.8%
ANGL Vaneck Fallen Angel High YLD 1.38% 140,862 $4.1M Add +1.2%
AMGN Amgen Inc. 1.37% 12,829 $4.1M Add +0.7%
BIV Vanguard Intermediate-Term B 1.37% 52,515 $4.1M Reduce -0.1%
MRK Merck & Co. Inc. 1.30% 34,432 $3.9M Add +0.6%
VNQ Vanguard Real Estate ETF 1.18% 36,566 $3.6M Reduce -1.7%
ELV Elevance Health Inc. 1.14% 6,599 $3.4M Add +2.0%
DE Deere & Co. 1.13% 8,142 $3.4M Add +3.3%
SO The Southern Co. 1.09% 36,388 $3.3M Reduce -0.6%
NOC Northrop Grumman Corp. 1.04% 5,947 $3.1M Add +2.0%
TDG Transdigm Group Inc. 1.02% 2,154 $3.1M Add +3.1%
IMCG iShares Morningstar Mid-Cap 1.02% 41,857 $3.1M Reduce -3.3%
SBUX Starbucks Corp. 0.99% 30,554 $3.0M Add +1.0%
WM Waste Management Inc. 0.99% 14,283 $3.0M Add +2.6%
SOXX iShares Semiconductor ETF 0.94% 12,257 $2.8M Add +4.4%
GD General Dynamics Corp. 0.90% 8,998 $2.7M Reduce -0.3%
PEP Pepsico Inc. 0.87% 15,336 $2.6M Add +1.7%
GE General Electric filed as GE AEROSPACE 0.85% 13,510 $2.5M Add +3.5%
CSX CSX Corp. 0.78% 67,634 $2.3M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.78% 58,837 $2.3M Add +2.7%
XLB SS Materials Select Sector 0.76% 23,828 $2.3M Reduce -2.8%
PLD Prologis Inc. 0.74% 17,652 $2.2M Add +3.8%
CI The Cigna Group 0.74% 6,408 $2.2M Add +2.0%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 4,765 $2.2M Add +1.2%
BSV Vanguard Short-Term Bond ETF 0.71% 27,161 $2.1M Reduce -1.8%
UNP Union Pacific Corp. 0.71% 8,647 $2.1M Add +0.0%
DFIV Dimensional International Va 0.70% 55,680 $2.1M Add +0.4%
NVO Novo-Nordisk A/S-Spons ADR 0.70% 17,673 $2.1M Add +4.7%
ABBV Abbvie Inc. 0.70% 10,635 $2.1M Reduce -0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.69% 10,272 $2.1M Reduce -1.9%
CB Chubb Ltd. 0.66% 6,913 $2.0M Reduce -0.4%
BA The Boeing Co. 0.63% 12,465 $1.9M Add +2.4%
ITA iShares U.S. Aerospace & Def 0.62% 12,545 $1.9M Add +0.9%
RIO Rio Tinto PLC-Spon ADR 0.62% 26,052 $1.9M Add +0.2%
CSCO Cisco Systems Inc. 0.58% 32,863 $1.7M Add +0.1%
TD Toronto-Dominion Bank 0.55% 25,946 $1.6M Reduce -0.8%
IPAC iShares Core MSCI Pacific Et 0.54% 24,526 $1.6M Add +0.6%
DHR Danaher Corp. 0.54% 5,790 $1.6M Add +3.2%
MCD McDonald's Corp. 0.53% 5,242 $1.6M Add +5.5%
TMO Thermo Fisher Scientific Inc. 0.52% 2,517 $1.6M Add +4.4%
NSC Norfolk Southern Corp. 0.50% 6,065 $1.5M Reduce -0.2%
INTU Intuit Inc. 0.49% 2,380 $1.5M Add +4.4%
BRK.A Berkshire Hathaway Inc. Class A 0.46% 2 $1.4M No change
FSLR First Solar Inc. 0.45% 5,421 $1.4M Add +7.8%
GEHC GE Healthcare Technology 0.45% 14,350 $1.3M Add +6.7%
GEV GE Vernova Inc. 0.44% 5,188 $1.3M Add +18.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 13,481 $1.3M Add +1.2%
COF Capital One Financial Corp. 0.39% 7,920 $1.2M No change
DRI Darden Restaurants Inc. 0.39% 7,086 $1.2M Add +44.7%
CVX Chevron Corp. 0.38% 7,803 $1.1M Add +5.0%
MA Mastercard Inc. Class A 0.38% 2,287 $1.1M No change
PSA Public Storage 0.37% 3,080 $1.1M Add +4.0%
UCB United Community Banks 0.37% 38,114 $1.1M Add +3.2%
BAB Invesco Taxable Municipal Bo 0.35% 38,373 $1.1M Add +3.1%
ABT Abbott Laboratories 0.33% 8,630 $984K No change
NVDA Nvidia Corp. 0.32% 7,855 $954K Add +16.5%
MDLZ Mondelez International Inc. Class A 0.28% 11,588 $854K No change
TSCO Tractor Supply Company 0.28% 2,916 $848K Add +64.8%
CAG Conagra Brands Inc. 0.28% 25,587 $832K Reduce -1.1%
GLPI Gaming and Leisure Propertie 0.27% 15,589 $802K New
LW Lamb Weston Holdings Inc. 0.27% 12,361 $800K Add +5.6%
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.26% 9,402 $790K Reduce -0.7%
WFC Wells Fargo & Co. 0.24% 12,800 $723K No change
CVS CVS Health Corp. 0.22% 10,436 $656K Reduce -17.1%
AEP American Electric Power 0.20% 6,008 $616K Add +5.7%
O Realty Income Corp. 0.20% 9,606 $609K No change
FITB Fifth Third Bancorp 0.19% 13,448 $576K Add +24.9%
GM General Motors Co. 0.19% 12,660 $568K No change
AWK American Water Works Co. Inc. 0.18% 3,761 $550K No change
RHI Robert Half Inc. 0.18% 7,862 $530K Add +8.5%
FDX FedEx Corp. 0.17% 1,816 $497K Add +15.4%
EA Electronic Arts Inc. 0.16% 3,392 $487K No change
DG Dollar General Corp. 0.16% 5,713 $483K Add +19.7%
UPS United Parcel Service Class B 0.16% 3,529 $481K No change
C Citigroup Inc. 0.14% 6,780 $424K Add +7.1%
LMBS First Trust Low Duration Opp 0.14% 8,544 $422K No change
SCHW Schwab (charles) Corp. 0.14% 6,310 $409K No change
WPC WP Carey Inc. 0.13% 6,450 $402K Reduce -7.2%
NVS Novartis AG-Sponsored ADR 0.12% 3,250 $374K No change
RTO Rentokil Initial PLC-SP ADR 0.12% 14,300 $356K Reduce -3.0%
SDY SS SPDR S&P Dividend ETF 0.11% 2,393 $340K No change
AMT American Tower Corp. 0.11% 1,422 $331K Add +4.8%
IWS iShares Russell Mid-Cap Valu 0.11% 2,451 $324K No change
MDT Medtronic PLC 0.11% 3,568 $321K No change
PAYX Paychex Inc. 0.09% 2,100 $282K No change
AFL Aflac Inc. 0.09% 2,500 $280K No change
LMAT Lemaitre Vascular Inc. 0.09% 3,000 $279K No change
TFC Truist Financial Corp. 0.09% 6,433 $275K No change
GSK GSK PLC-Spon ADR 0.09% 6,400 $262K No change
CMCSA Comcast Corp. Class A 0.08% 5,525 $231K Reduce -0.5%
FTSL First Trust Senior Loan ETF 0.07% 4,899 $225K Reduce -0.4%
ILCG iShares Morningstar Growth E 0.07% 2,606 $219K No change
KR Kroger Co. 0.07% 3,572 $205K New
BLDR Builders Firstsource Inc. 0.07% 1,036 $201K New

Portfolio Sells Q2 2024 → Q3 2024
LLY Eli Lilly & Co. Reduce -1.1% 2.27% −0.26
MPT Medical Properties Trust Inc. Sold out 0.00% −0.25
QQQ Invesco QQQ Trust Series 1 Reduce -1.8% 1.55% −0.12
COST Costco Wholesale Corp. Reduce -1.7% 1.79% −0.09
JPM JPMorgan Chase & Co. Reduce -0.4% 2.25% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.6% 1.52% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -1.8% 0.71% −0.05
CVS CVS Health Corp. Reduce -17.1% 0.22% −0.05
BIV Vanguard Intermediate-Term B Reduce -0.1% 1.37% −0.04
RTO Rentokil Initial PLC-SP ADR Reduce -3.0% 0.12% −0.04
DGRO iShares Core Dividend Growth Reduce -3.4% 1.45% −0.04
IMCG iShares Morningstar Mid-Cap Reduce -3.3% 1.02% −0.04
GD General Dynamics Corp. Reduce -0.3% 0.90% −0.03
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.8% 1.43% −0.02
XLB SS Materials Select Sector Reduce -2.8% 0.76% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.6% 1.64% −0.01
FTSL First Trust Senior Loan ETF Reduce -0.4% 0.07% −0.01
WPC WP Carey Inc. Reduce -7.2% 0.13% −0.00
CMCSA Comcast Corp. Class A Reduce -0.5% 0.08% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -1.9% 0.69% +0.00
CAG Conagra Brands Inc. Reduce -1.1% 0.28% +0.01
CB Chubb Ltd. Reduce -0.4% 0.66% +0.03
TD Toronto-Dominion Bank Reduce -0.8% 0.55% +0.03
NHI Natl Health Investors Inc. Reduce -0.7% 0.26% +0.03
NSC Norfolk Southern Corp. Reduce -0.2% 0.50% +0.03
ABBV Abbvie Inc. Reduce -0.4% 0.70% +0.04
AAPL Apple Inc. Reduce -0.8% 3.20% +0.06
VNQ Vanguard Real Estate ETF Reduce -1.7% 1.18% +0.07
SO The Southern Co. Reduce -0.6% 1.09% +0.07
WMT Walmart Inc. Reduce -0.7% 1.81% +0.16

Portfolio Buys Q2 2024 → Q3 2024
LOW Lowe's Cos Inc. Add +1.0% 2.08% +0.27
GLPI Gaming and Leisure Propertie New 0.27% +0.27
LMT Lockheed Martin Corp. Add +0.6% 1.62% +0.23
ORCL Oracle Corp. Add +1.6% 1.81% +0.22
CAT Caterpillar Inc. Add +0.9% 2.23% +0.20
HD Home Depot Inc. Add +1.5% 2.01% +0.20
GEV GE Vernova Inc. Add +18.5% 0.44% +0.17
SBUX Starbucks Corp. Add +1.0% 0.99% +0.15
NOC Northrop Grumman Corp. Add +2.0% 1.04% +0.13
DUK Duke Energy Corp. Add +0.2% 1.90% +0.12
DRI Darden Restaurants Inc. Add +44.7% 0.39% +0.12
TSCO Tractor Supply Company Add +64.8% 0.28% +0.11
UNH Unitedhealth Group Inc. Add +1.0% 1.52% +0.11
GE General Electric Add +3.5% 0.85% +0.10
KO The Coca-Cola Co. Add +0.6% 1.95% +0.10
MCD McDonald's Corp. Add +5.5% 0.53% +0.08
DE Deere & Co. Add +3.3% 1.13% +0.08
GEHC GE Healthcare Technology Add +6.7% 0.45% +0.07
KR Kroger Co. New 0.07% +0.07
PSA Public Storage Add +4.0% 0.37% +0.07
BLDR Builders Firstsource Inc. New 0.07% +0.07
TDG Transdigm Group Inc. Add +3.1% 1.02% +0.07
JNJ Johnson & Johnson Add +0.9% 1.71% +0.06
PLD Prologis Inc. Add +3.8% 0.74% +0.06
FITB Fifth Third Bancorp Add +24.9% 0.19% +0.05
FSLR First Solar Inc. Add +7.8% 0.45% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +1.2% 0.73% +0.04
TMO Thermo Fisher Scientific Inc. Add +4.4% 0.52% +0.04
ITA iShares U.S. Aerospace & Def Add +0.9% 0.62% +0.04
DHR Danaher Corp. Add +3.2% 0.54% +0.03
UCB United Community Banks Add +3.2% 0.37% +0.03
AEP American Electric Power Add +5.7% 0.20% +0.03
CSCO Cisco Systems Inc. Add +0.1% 0.58% +0.02
NVDA Nvidia Corp. Add +16.5% 0.32% +0.02
AJG Arthur J Gallagher & Co. Add +0.0% 2.12% +0.02
AMT American Tower Corp. Add +4.8% 0.11% +0.02
RHI Robert Half Inc. Add +8.5% 0.18% +0.01
IPAC iShares Core MSCI Pacific Et Add +0.6% 0.54% +0.01
UNP Union Pacific Corp. Add +0.0% 0.71% +0.01
RIO Rio Tinto PLC-Spon ADR Add +0.2% 0.62% +0.00
BAB Invesco Taxable Municipal Bo Add +3.1% 0.35% +0.00
C Citigroup Inc. Add +7.1% 0.14% −0.00
FDX FedEx Corp. Add +15.4% 0.17% −0.00
CI The Cigna Group Add +2.0% 0.74% −0.01
DFIV Dimensional International Va Add +0.4% 0.70% −0.01
PG The Procter & Gamble Co. Add +1.4% 1.56% −0.02
V Visa Inc. Class A Add +1.6% 1.57% −0.02
PEP Pepsico Inc. Add +1.7% 0.87% −0.02
ANGL Vaneck Fallen Angel High YLD Add +1.2% 1.38% −0.03
CVX Chevron Corp. Add +5.0% 0.38% −0.03

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