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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
METMetlife Inc
Recent Activity
Decreased -2.1%
0.46%
$1.168M
13,753 shares@ $84.93 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -5%
0.44%
$1.115M
3,642 shares@ $306.26 avg price
CINFCincinnati Finl Corp
Recent Activity
Decreased -2.99%
0.43%
$1.097M
7,768 shares@ $141.24 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -0.99%
0.43%
$1.084M
11,395 shares@ $95.12 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -12.62%
0.41%
$1.051M
2,540 shares@ $413.81 avg price
SUSLIshares Tr
Recent Activity
Decreased -4.91%
0.41%
$1.037M
9,946 shares@ $104.3 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.55%
0.41%
$1.037M
9,738 shares@ $106.45 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.65%
0.4%
$1.028M
3,501 shares@ $293.72 avg price
CVXChevron Corp New
Recent Activity
Decreased -5.5%
0.4%
$1.016M
6,417 shares@ $158.33 avg price
TAt&t Inc
Recent Activity
Decreased -2.5%
0.39%
$1.003M
45,799 shares@ $21.91 avg price