Michael DeRosa

@My Legacy Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$257.629M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.34%	$862,785 8,870 shares@ $97.28 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.22%	$564,672 2,297 shares@ $245.84 avg price	New Position
GLDMWorld Gold Tr Recent Activity New Position	0.15%	$376,842 7,053 shares@ $53.44 avg price	New Position
SCHVSchwab Strategic Tr Recent Activity New Position	0.15%	$365,992 13,816 shares@ $26.5 avg price	New Position
BROSDutch Bros Inc Recent Activity New Position	0.11%	$262,119 4,451 shares@ $58.89 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.1%	$244,430 3,459 shares@ $70.67 avg price	New Position
MTUMIshares Tr Recent Activity New Position	0.1%	$236,621 1,111 shares@ $212.99 avg price	New Position
OMFOnemain Hldgs Inc Recent Activity New Position	0.09%	$225,830 4,149 shares@ $54.43 avg price	New Position