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Michael DeRosa

@My Legacy Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$257.629MTotal holdings197
Assets growth rate1.73%Assets growth rate (2-Q avg)-8.65%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in My Legacy Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 197 positions.

Assets under management

The assets under management (AUM) of My Legacy Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 257.629M in assets, with a quarterly growth rate of 1.73% and a 2-quarter average growth rate of -8.65%. The portfolio is managed by Michael DeRosa, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSBIshares Tr
Recent Activity
Decreased -6.04%
4.33%
$11.135M
246,904 shares@ $45.1 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -1.04%
3.01%
$7.75M
111,155 shares@ $69.72 avg price
IVWIshares Tr
Recent Activity
Decreased -4.1%
2.01%
$5.155M
50,095 shares@ $102.92 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -1.69%
1.74%
$4.469M
86,151 shares@ $51.87 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.63%
0.98%
$2.525M
5,506 shares@ $458.51 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.78%
0.93%
$2.395M
2,593 shares@ $923.51 avg price
IYWIshares Tr
Recent Activity
Decreased -2.98%
0.91%
$2.341M
14,615 shares@ $160.17 avg price
MAMastercard Incorporated
Recent Activity
Decreased -2.02%
0.87%
$2.219M
4,248 shares@ $522.36 avg price
OEFIshares Tr
Recent Activity
Decreased -3.1%
0.87%
$2.217M
7,619 shares@ $290.96 avg price
VVisa Inc
Recent Activity
Decreased -3.2%
0.85%
$2.189M
6,921 shares@ $316.29 avg price