test

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
HDHome Depot Inc
Recent Activity
Decreased -0.79%
0.85%
$2.169M
5,342 shares@ $406.1 avg price
CTASCintas Corp
Recent Activity
Decreased -2.44%
0.76%
$1.936M
9,893 shares@ $195.7 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Decreased -10.8%
0.66%
$1.691M
47,688 shares@ $35.46 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.82%
0.64%
$1.625M
12,449 shares@ $130.55 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.56%
0.59%
$1.507M
16,497 shares@ $91.35 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -2%
0.56%
$1.434M
24,712 shares@ $58.02 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -2.24%
0.53%
$1.346M
2,440 shares@ $551.48 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.34%
0.49%
$1.25M
20,233 shares@ $61.77 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -2.63%
0.47%
$1.197M
27,203 shares@ $44.0 avg price
IPInternational Paper Co
Recent Activity
Decreased -2.34%
0.47%
$1.191M
21,392 shares@ $55.67 avg price