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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
PLDPrologis Inc.
Recent Activity
Exited
0%
$417,355
3,305 shares@ $126.28 avg price
NNNNnn Reit Inc
Recent Activity
Exited
0%
$410,856
8,473 shares@ $48.5 avg price
GIGBGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$318,038
6,721 shares@ $47.33 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
Exited
0%
$314,375
12,045 shares@ $26.11 avg price
DVYIshares Tr
Recent Activity
Exited
0%
$264,332
1,957 shares@ $135.08 avg price
EAGGIshares Tr
Recent Activity
Exited
0%
$220,786
4,544 shares@ $48.59 avg price