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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
EFGIshares Tr
Recent Activity
Increased 13.96%
1.51%
$3.878M
39,882 shares@ $97.24 avg price
EFVIshares Tr
Recent Activity
Increased 7.44%
1.41%
$3.625M
68,553 shares@ $52.89 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 108.45%
1.3%
$3.331M
146,937 shares@ $22.68 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 10.69%
1.24%
$3.176M
63,791 shares@ $49.8 avg price
EMBIshares Tr
Recent Activity
Increased 7.56%
1.13%
$2.905M
32,356 shares@ $89.8 avg price
MBBIshares Tr
Recent Activity
Increased 4.99%
1.07%
$2.75M
30,080 shares@ $91.41 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 4.6%
1.05%
$2.695M
64,313 shares@ $41.91 avg price
VOTVanguard Index Fds
Recent Activity
Increased 8.67%
1.03%
$2.648M
10,117 shares@ $261.7 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.65%
1.02%
$2.615M
4,812 shares@ $543.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.89%
0.98%
$2.51M
9,948 shares@ $252.35 avg price