Family Legacy Financial Solutions, LLC Portfolio Holdings
Q3 2025•251 long positions•$128.5M portfolio value
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Holding286 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.4M 16.65% | +$2.4M Bought | — 425.7K shares | 377.4K → 425.7K +$2.4M | +12.8% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.7M 9.85% | +$1.6M Bought | — 480.6K shares | 419.3K → 480.6K +$1.6M | +14.61% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $9.7M 7.54% | -$6.5K Sold | 0.004% 59.9K shares | 59.9K → 59.9K −$6.5K | -0.07% | $262.56B Mega Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $6.7M 5.21% | +$145.0K Bought | 0.001% 8.8K shares | 8.6K → 8.8K +$145.0K | +2.21% | $684.00B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $6.7M 5.19% | +$976.6K Bought | — 224.9K shares | 192.0K → 224.9K +$976.6K | +17.17% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.6M 5.11% | -$409.6K Sold | — 171.1K shares | 181.8K → 171.1K −$409.6K | -5.87% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.0M 4.68% | +$708.5K Bought | — 215.7K shares | 190.3K → 215.7K +$708.5K | +13.35% | — — | Q2 2025 Held for 5 months | |
Medical - Diagnostics & Research Healthcare | $5.2M 4.02% | -$67.2K Sold | 0.004% 26.1K shares | 26.4K → 26.1K −$67.2K | -1.28% | $141.96B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $4.9M 3.81% | +$497.4K Bought | — 47.3K shares | 42.5K → 47.3K +$497.4K | +11.31% | — — | Q2 2025 Held for 5 months | |
Medical - Diagnostics & Research Healthcare | $4.8M 3.7% | — | 0.047% 54.2K shares | — | — | $10.2B Large Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $4.0M 3.15% | — | 0.003% 10.9K shares | — | — | $141.33B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $2.7M 2.07% | +$322.4K Bought | 0.0% 14.2K shares | 12.5K → 14.2K +$322.4K | +13.81% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $2.3M 1.77% | +$188.2K Bought | 0.002% 11.2K shares | 10.3K → 11.2K +$188.2K | +8.99% | $137.82B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 1.68% | +$351.1K Bought | — 92.9K shares | 77.9K → 92.9K +$351.1K | +19.37% | — — | Q2 2025 Held for 5 months | |
Medical - Healthcare Information Services Healthcare | $1.9M 1.51% | +$201.4K Bought | 0.014% 26.5K shares | 23.8K → 26.5K +$201.4K | +11.57% | $13.7B Large Cap | Q2 2025 Held for 5 months | |
Waste Management Industrials | $1.6M 1.26% | +$119.0K Bought | 0.002% 7.3K shares | 6.8K → 7.3K +$119.0K | +7.94% | $89.0B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.5M 1.2% | -$20.6K Sold | — 5.8K shares | 5.8K → 5.8K −$20.6K | -1.32% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $1.5M 1.19% | -$224.3K Sold | 0.002% 18.2K shares | 20.9K → 18.2K −$224.3K | -12.76% | $72.5B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.05% | -$2.7K Sold | — 2.0K shares | 2.0K → 2.0K −$2.7K | -0.2% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.3M 1.03% | +$44.5K Bought | 0.0% 2.6K shares | 2.5K → 2.6K +$44.5K | +3.47% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $1.3M 1.0% | +$231.5K Bought | 0.0% 1.4K shares | 1.1K → 1.4K +$231.5K | +21.91% | $410.27B Mega Cap | Q2 2025 Held for 5 months | |
Industrial - Pollution & Treatment Controls Industrials | $1.2M 0.901% | -$49.1K Sold | 0.004% 10.9K shares | 11.3K → 10.9K −$49.1K | -4.07% | $26.5B Large Cap | Q2 2025 Held for 5 months | |
Construction Industrials | $1.1M 0.894% | +$85.0K Bought | 0.002% 19.2K shares | 17.8K → 19.2K +$85.0K | +7.99% | $50.8B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | $1.1M 0.873% | +$123.0K Bought | 0.001% 2.4K shares | 2.1K → 2.4K +$123.0K | +12.32% | $222.73B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.793% | -$183.4K Sold | — 9.2K shares | 10.8K → 9.2K −$183.4K | -15.25% | — — | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $953.6K 0.742% | +$29.1K Bought | 0.002% 2.3K shares | 2.2K → 2.3K +$29.1K | +3.15% | $58.2B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $907.7K 0.706% | — | 0.008% 11.8K shares | — | — | $11.4B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $896.1K 0.697% | +$339.5K Bought | 0.004% 5.4K shares | 3.3K → 5.4K +$339.5K | +61.0% | $22.9B Large Cap | Q2 2025 Held for 5 months | |
Hardware, Equipment & Parts Technology | $879.1K 0.684% | +$149.4K Bought | 0.004% 13.9K shares | 11.5K → 13.9K +$149.4K | +20.47% | $16.6B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $840.8K 0.654% | — | 0.001% 3.4K shares | — | — | $120.87B Large Cap | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $741.6K 0.577% | -$127.0K Sold | 0.0% 2.9K shares | 3.4K → 2.9K −$127.0K | -14.62% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $695.1K 0.541% | +$17.3K Bought | 0.0% 1.6K shares | 1.5K → 1.6K +$17.3K | +2.56% | $1.48T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $530.2K 0.413% | +$186.1K Bought | — 792.0 shares | 514.0 → 792.0 +$186.1K | +54.09% | — — | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $485.9K 0.378% | +$33.0K Bought | 0.001% 7.9K shares | 7.4K → 7.9K +$33.0K | +7.29% | $52.2B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $406.2K 0.316% | -$117.3K Sold | 0.0% 814.0 shares | 1.0K → 814.0 −$117.3K | -22.4% | $116.55B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $402.6K 0.313% | -$12.8K Sold | — 2.4K shares | 2.5K → 2.4K −$12.8K | -3.09% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $390.5K 0.304% | +$91.0K Bought | 0.0% 532.0 shares | 408.0 → 532.0 +$91.0K | +30.39% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $386.5K 0.301% | -$203.1K Sold | 0.001% 32.3K shares | 49.3K → 32.3K −$203.1K | -34.44% | $47.6B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $362.6K 0.282% | +$231.5 Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$231.5 | +0.06% | $409.03B Mega Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $358.1K 0.279% | -$154.8K Sold | 0.0% 1.9K shares | 2.8K → 1.9K −$154.8K | -30.19% | $446.55B Mega Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $346.3K 0.269% | -$66.6K Sold | 0.001% 3.4K shares | 4.1K → 3.4K −$66.6K | -16.12% | $36.3B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $327.6K 0.255% | -$3.5K Sold | 0.0% 652.0 shares | 659.0 → 652.0 −$3.5K | -1.06% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $309.7K 0.241% | -$5.1K Sold | 0.0% 2.5K shares | 2.5K → 2.5K −$5.1K | -1.61% | $96.2B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $267.7K 0.208% | -$48.3K Sold | 0.0% 1.2K shares | 1.4K → 1.2K −$48.3K | -15.29% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $260.4K 0.203% | -$41.0K Sold | 0.0% 1.1K shares | 1.3K → 1.1K −$41.0K | -13.6% | $225.62B Mega Cap | Q2 2025 Held for 5 months | |
Medical - Care Facilities Healthcare | $248.8K 0.194% | — | 0.002% 1.2K shares | — | — | $13.0B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $231.7K 0.18% | -$19.0K Sold | — 10.7K shares | 11.6K → 10.7K −$19.0K | -7.57% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $228.9K 0.178% | -$21.7K Sold | — 6.9K shares | 7.5K → 6.9K −$21.7K | -8.64% | — — | Q2 2025 Held for 5 months | |
Medical - Instruments & Supplies Healthcare | $221.2K 0.172% | — | 0.001% 3.3K shares | — | — | $15.0B Large Cap | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $207.2K 0.161% | +$63.6K Bought | 0.0% 427.0 shares | 296.0 → 427.0 +$63.6K | +44.26% | $86.3B Large Cap | Q2 2025 Held for 5 months |
