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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
IVVIshares Tr
Recent Activity
Increased 4.34%
3.84%
$9.872M
16,575 shares@ $595.63 avg price
AAPLApple Inc
Recent Activity
Increased 3.96%
3.4%
$8.757M
36,812 shares@ $237.88 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.01%
3.18%
$8.168M
19,159 shares@ $426.31 avg price
HYGIshares Tr
Recent Activity
Increased 1.59%
2.72%
$6.998M
88,251 shares@ $79.3 avg price
SHYGIshares Tr
Recent Activity
Increased 4.38%
2.62%
$6.74M
156,849 shares@ $42.98 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.69%
1.89%
$4.853M
35,621 shares@ $136.25 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.47%
1.86%
$4.778M
21,393 shares@ $223.36 avg price
QUALIshares Tr
Recent Activity
Increased 0.97%
1.75%
$4.487M
25,007 shares@ $179.45 avg price
MUBIshares Tr
Recent Activity
Increased 2.79%
1.6%
$4.105M
38,748 shares@ $105.93 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 11.56%
1.56%
$4.004M
20,475 shares@ $195.55 avg price