My Legacy Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), My Legacy Advisors, LLC reported 197 stock positions worth $257.6 million. Its top holding was Ishr CR Unvrse Usd BD ETF-Ui (IUSB) at 4.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.8%) and Apple (AAPL, 3.4%). Compared with Q3 2024, it opened 8 new positions, sold out of 6, added to 95 and reduced 91. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +98%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −6%).
- Most Recent 13F
- Q2 2025
- Location
- BEND, OR
- CIK
- 0001767802
- Portfolio Value
- $257.6M (Q4 2024)
- SEC Filing
- 0001767802-25-000001 ↗ filed Jan 16, 2025
Holdings Value
Holdings 197 stocks · $257.6M
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.32% | 246,904 | $11.1M | Reduce -6.0% |
| IVV iShares Core S&P 500 ETF | 3.83% | 16,575 | $9.9M | Add +4.3% |
| AAPL Apple Inc. | 3.40% | 36,812 | $8.8M | Add +4.0% |
| MSFT Microsoft Corp. | 3.17% | 19,159 | $8.2M | Add +2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.01% | 111,155 | $7.7M | Reduce -1.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.72% | 88,251 | $7.0M | Add +1.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.62% | 156,849 | $6.7M | Add +4.4% |
| IVW iShares S&P 500 Growth ETF | 2.00% | 50,095 | $5.2M | Reduce -4.1% |
| NVDA Nvidia Corp. | 1.88% | 35,621 | $4.9M | Add +6.7% |
| AMZN Amazon.com Inc. | 1.85% | 21,393 | $4.8M | Add +6.5% |
| QUAL iShares MSCI USA Quality Fac | 1.74% | 25,007 | $4.5M | Add +1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.73% | 86,151 | $4.5M | Reduce -1.7% |
| MUB iShares National Muni Bond E | 1.59% | 38,748 | $4.1M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.55% | 20,475 | $4.0M | Add +11.6% |
| EFG iShares MSCI Eafe Growth ETF | 1.51% | 39,882 | $3.9M | Add +14.0% |
| EFV iShares MSCI Eafe Value ETF | 1.41% | 68,553 | $3.6M | Add +7.4% |
| SCHZ Schwab US Aggregate Bond ETF | 1.29% | 146,937 | $3.3M | Add +4.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.23% | 63,791 | $3.2M | Add +10.7% |
| EMB iShares JP Morgan Usd Emergi | 1.13% | 32,356 | $2.9M | Add +7.6% |
| MBB iShares MBS ETF | 1.07% | 30,080 | $2.7M | Add +5.0% |
| SRLN SS Blackstone Sr Loan ETF | 1.05% | 64,313 | $2.7M | Add +4.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.03% | 10,117 | $2.6M | Add +8.7% |
| UNH Unitedhealth Group Inc. | 1.01% | 4,812 | $2.6M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 5,506 | $2.5M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.97% | 9,948 | $2.5M | Add +2.9% |
| COST Costco Wholesale Corp. | 0.93% | 2,593 | $2.4M | Reduce -1.8% |
| IYW iShares Ustechnology ETF | 0.91% | 14,615 | $2.3M | Reduce -3.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.90% | 44,599 | $2.3M | Add +98.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.88% | 40,573 | $2.3M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.86% | 4,248 | $2.2M | Reduce -2.0% |
| OEF iShares S&P 100 ETF | 0.86% | 7,619 | $2.2M | Reduce -3.1% |
| IVE iShares S&P 500 Value ETF | 0.85% | 11,395 | $2.2M | Add +1.4% |
| V Visa Inc. Class A | 0.85% | 6,921 | $2.2M | Reduce -3.2% |
| HD Home Depot Inc. | 0.84% | 5,342 | $2.2M | Reduce -0.8% |
| TT Trane Technologies PLC | 0.77% | 5,130 | $2.0M | Add +1.1% |
| CTAS Cintas Corp. | 0.75% | 9,893 | $1.9M | Reduce -2.5% |
| PECO Phillips Edison & Company Inc. | 0.66% | 47,688 | $1.7M | Reduce -10.8% |
| TMUS T-Mobile US Inc. | 0.66% | 7,879 | $1.7M | Add +0.7% |
| TSLA Tesla Inc. | 0.64% | 3,879 | $1.7M | Add +6.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.64% | 31,745 | $1.7M | Add +4.1% |
| ESGU iShares ESG Aware MSCI USA | 0.63% | 12,449 | $1.6M | Reduce -2.8% |
| WMT Walmart Inc. | 0.58% | 16,497 | $1.5M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 12,301 | $1.5M | Add +1.9% |
| WMB Williams Cos Inc. | 0.56% | 24,712 | $1.4M | Reduce -2.0% |
| IWS iShares Russell Mid-Cap Valu | 0.55% | 10,785 | $1.4M | Add +5.2% |
| TLT iShares 20+ Year Treasury BD | 0.54% | 16,152 | $1.4M | Add +11.9% |
| PWR Quanta Services Inc. | 0.53% | 4,155 | $1.4M | Add +2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.52% | 8,228 | $1.3M | Add +5.9% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 2,440 | $1.3M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.51% | 4,680 | $1.3M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.50% | 1,762 | $1.3M | Add +1.6% |
| ETR Entergy Corp. | 0.49% | 15,906 | $1.3M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.49% | 2,030 | $1.3M | Add +52.8% |
| KO The Coca-Cola Co. | 0.49% | 20,233 | $1.2M | Reduce -2.4% |
| COF Capital One Financial Corp. | 0.48% | 6,449 | $1.2M | Add +19.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 11,233 | $1.2M | Add +3.7% |
| FITB Fifth Third Bancorp | 0.46% | 27,203 | $1.2M | Reduce -2.6% |
| IP International Paper Co. | 0.46% | 21,392 | $1.2M | Reduce -2.3% |
| MET Metlife Inc. | 0.45% | 13,753 | $1.2M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.43% | 2,685 | $1.1M | Add +0.1% |
| HCA HCA Healthcare Inc. | 0.43% | 3,642 | $1.1M | Reduce -5.0% |
| CINF Cincinnati Financial Corp. | 0.43% | 7,768 | $1.1M | Reduce -3.0% |
| AEP American Electric Power | 0.42% | 11,395 | $1.1M | Reduce -1.0% |
| CFG Citizens Financial Group | 0.42% | 22,810 | $1.1M | Add +1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 2,540 | $1.1M | Reduce -12.6% |
| SUSL iShares ESG MSCI USA Leaders | 0.40% | 9,946 | $1.0M | Reduce -4.9% |
| DUK Duke Energy Corp. | 0.40% | 9,738 | $1.0M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 3,501 | $1.0M | Reduce -0.7% |
| CVX Chevron Corp. | 0.39% | 6,417 | $1.0M | Reduce -5.5% |
| T AT&T Inc. | 0.39% | 45,799 | $1.0M | Reduce -2.5% |
| PEP Pepsico Inc. | 0.39% | 6,928 | $1.0M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.38% | 4,336 | $989K | Add +22.1% |
| VZ Verizon Communications Inc. | 0.38% | 25,649 | $979K | Add +0.4% |
| NEE Nextera Energy Inc. | 0.38% | 13,967 | $968K | Add +4.0% |
| ABBV Abbvie Inc. | 0.36% | 5,352 | $917K | Reduce -5.7% |
| USB US Bancorp | 0.36% | 17,995 | $916K | Add +0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.35% | 2,151 | $913K | Reduce -3.4% |
| CRM Salesforce Inc. | 0.35% | 2,802 | $900K | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 4,063 | $894K | Reduce -1.5% |
| AGGY Wisdomtree Yield Enhanced US | 0.34% | 20,783 | $888K | Reduce -2.1% |
| PH Parker Hannifin Corp. | 0.34% | 1,345 | $883K | Add +12.6% |
| FTSL First Trust Senior Loan ETF | 0.34% | 18,995 | $882K | Reduce -5.7% |
| EOG EOG Resources Inc. | 0.34% | 6,428 | $881K | Add +5.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.33% | 8,870 | $863K | New |
| XOM Exxon Mobil Corp. | 0.32% | 7,401 | $825K | Add +10.3% |
| AMGN Amgen Inc. | 0.32% | 3,065 | $824K | Add +5.0% |
| MO Altria Group Inc. | 0.32% | 16,146 | $824K | Add +2.6% |
| IEMG iShares Core MSCI Emerging | 0.30% | 15,068 | $784K | Reduce -1.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.30% | 15,238 | $782K | Add +8.6% |
| NI Nisource Inc. | 0.30% | 21,190 | $782K | Add +4.3% |
| LMT Lockheed Martin Corp. | 0.30% | 1,616 | $782K | Reduce -9.2% |
| HIG Hartford Insurance Group Inc. | 0.30% | 6,915 | $769K | Reduce -11.5% |
| C Citigroup Inc. | 0.30% | 9,714 | $760K | Add +2.5% |
| SPGI S&P Global Inc. | 0.29% | 1,529 | $759K | Add +1.7% |
| PG The Procter & Gamble Co. | 0.29% | 4,704 | $751K | Reduce -9.5% |
| DTD Wisdomtree US Total Dividend | 0.29% | 9,753 | $750K | Reduce -6.8% |
| PEG Public Service Enterprise GP | 0.28% | 8,403 | $725K | Add +4.9% |
| PM Philip Morris International | 0.28% | 6,073 | $720K | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 4,152 | $716K | Reduce -24.8% |
| LIN Linde PLC | 0.28% | 1,657 | $709K | Add +3.8% |
Portfolio Sells Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.0% | 4.32% | −0.57 |
| NXPI NXP Semiconductors NV | Reduce -33.4% | 0.27% | −0.19 |
| HCA HCA Healthcare Inc. | Reduce -5.0% | 0.43% | −0.18 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.16 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −0.16 |
| PECO Phillips Edison & Company Inc. | Reduce -10.8% | 0.66% | −0.14 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -5.4% | 0.24% | −0.13 |
| GIGB Goldman Sachs Inv GRD Corp. | Sold out | 0.00% | −0.13 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -9.2% | 0.30% | −0.11 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.10 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.49% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -24.8% | 0.28% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.2% | 0.52% | −0.09 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -5.7% | 0.36% | −0.09 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.39% | −0.08 |
| LYB Lyondellbasell Indu Class A | Reduce -5.8% | 0.21% | −0.08 |
| GIS General Mills Inc. | Reduce -3.6% | 0.23% | −0.08 |
| CTAS Cintas Corp. | Reduce -2.5% | 0.75% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -11.3% | 0.23% | −0.07 |
| HIG Hartford Insurance Group Inc. | Reduce -11.5% | 0.30% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -9.5% | 0.29% | −0.06 |
| TLH iShares 10-20 Year Treasury | Reduce -8.8% | 0.25% | −0.06 |
| GPC Genuine Parts Co. | Reduce -12.3% | 0.15% | −0.06 |
| O Realty Income Corp. | Reduce -3.1% | 0.23% | −0.06 |
| ES Eversource Energy | Reduce -7.5% | 0.17% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -3.4% | 0.35% | −0.05 |
| ZTS Zoetis Inc. | Reduce -3.6% | 0.23% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -35.7% | 0.10% | −0.05 |
| AWK American Water Works Co. Inc. | Reduce -2.9% | 0.21% | −0.05 |
| PKST Peakstone Realty Trust | Reduce -7.2% | 0.13% | −0.05 |
| MPC Marathon Petroleum Corp. | Reduce -19.6% | 0.13% | −0.05 |
| AEP American Electric Power | Reduce -1.0% | 0.42% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.40% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -1.3% | 0.30% | −0.04 |
| IPG Interpublic Group of Cos Inc. | Reduce -5.5% | 0.18% | −0.04 |
| FE Firstenergy Corp. | Reduce -0.1% | 0.26% | −0.04 |
| ABT Abbott Laboratories | Reduce -16.1% | 0.15% | −0.04 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -19.6% | 0.11% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.1% | 0.21% | −0.03 |
| IEV iShares Europe ETF | Reduce -4.5% | 0.19% | −0.03 |
| IVLU iShares MSCI International V | Reduce -2.2% | 0.26% | −0.03 |
| SON Sonoco Products Co. | Reduce -7.7% | 0.12% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -12.6% | 0.41% | −0.03 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -2.1% | 0.34% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.98% | −0.03 |
| DTD Wisdomtree US Total Dividend | Reduce -6.8% | 0.29% | −0.03 |
| F Ford Motor Co. | Reduce -7.8% | 0.15% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -0.1% | 0.25% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| IGSB iShares 1-5Y Inv Grade Corp. | Add +98.3% | 0.90% | +0.43 |
| AMZN Amazon.com Inc. | Add +6.5% | 1.85% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +11.6% | 1.55% | +0.35 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.33% | +0.33 |
| NVDA Nvidia Corp. | Add +6.7% | 1.88% | +0.28 |
| TSLA Tesla Inc. | Add +6.0% | 0.64% | +0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +4.3% | 3.83% | +0.21 |
| META Meta Platforms Inc. Class A | Add +52.8% | 0.49% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.97% | +0.17 |
| COF Capital One Financial Corp. | Add +19.6% | 0.48% | +0.16 |
| GLDM SPDR Gold Minishares Trust | New | 0.15% | +0.15 |
| SCHV Schwab US Large-Cap Value | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +22.1% | 0.38% | +0.14 |
| AAPL Apple Inc. | Add +4.0% | 3.40% | +0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.7% | 1.03% | +0.13 |
| BROS Dutch Bros Inc. Class A | New | 0.10% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.09% | +0.09 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.09% | +0.09 |
| OMF Onemain Holdings Inc. | New | 0.09% | +0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.7% | 1.23% | +0.07 |
| C Citigroup Inc. | Add +2.5% | 0.30% | +0.06 |
| DIS The Walt Disney Co. | Add +3.7% | 0.47% | +0.06 |
| PWR Quanta Services Inc. | Add +2.9% | 0.53% | +0.06 |
| CRM Salesforce Inc. | Add +2.2% | 0.35% | +0.05 |
| LLY Eli Lilly & Co. | Add +97.4% | 0.13% | +0.05 |
| CFG Citizens Financial Group | Add +1.0% | 0.42% | +0.05 |
| EOG EOG Resources Inc. | Add +5.7% | 0.34% | +0.05 |
| NFLX Netflix Inc. | Add +7.8% | 0.22% | +0.05 |
| PH Parker Hannifin Corp. | Add +12.6% | 0.34% | +0.04 |
| BAC Bank of America Corp. | Add +9.2% | 0.20% | +0.04 |
| TFC Truist Financial Corp. | Add +16.2% | 0.24% | +0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +4.4% | 2.62% | +0.04 |
| RF Regions Financial Corp. | Add +12.2% | 0.26% | +0.04 |
| USB US Bancorp | Add +0.5% | 0.36% | +0.03 |
| SRLN SS Blackstone Sr Loan ETF | Add +4.6% | 1.05% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +11.7% | 0.18% | +0.03 |
| BAM Brookfield Asset Mgmt-A | Add +15.1% | 0.11% | +0.03 |
| NI Nisource Inc. | Add +4.3% | 0.30% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +7.9% | 0.13% | +0.02 |
| LAZ Lazard Inc. | Add +29.4% | 0.11% | +0.02 |
| SUB iShares Short-Term National | Add +14.1% | 0.20% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +14.0% | 1.51% | +0.02 |
| TMUS T-Mobile US Inc. | Add +0.7% | 0.66% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +5.2% | 0.55% | +0.02 |
| WHR Whirlpool Corp. | Add +0.1% | 0.10% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +7.6% | 1.13% | +0.02 |
| EMR Emerson Electric Co. | Add +2.1% | 0.16% | +0.02 |
| MRSH Marsh & McLennan Cos | Add +13.5% | 0.23% | +0.01 |
| XOM Exxon Mobil Corp. | Add +10.3% | 0.32% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 206 | $280.8M | IUSB, MSFT, IVV, AAPL, HYG |
| Q1 2025 | 205 | $259.1M | IUSB, IVV, AAPL, MSFT, HYG |
| Q4 2024 | 197 | $257.6M | IUSB, IVV, AAPL, MSFT, SPYM |
| Q3 2024 | 195 | $253.3M | IUSB, IVV, AAPL, MSFT, SPYM |
| Q2 2024 | 206 | $312.8M | SPYM, IUSB, IVV, MSFT, AAPL |
| Q1 2024 | 211 | $298.3M | SPYM, IUSB, IVV, MSFT, HYG |