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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
PEPPepsico Inc
Recent Activity
Decreased -1.24%
0.39%
$1.003M
6,928 shares@ $144.79 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -5.69%
0.36%
$917,123
5,352 shares@ $171.37 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -3.41%
0.36%
$912,583
2,151 shares@ $424.26 avg price
IBMInternational Business Machs
Recent Activity
Decreased -1.52%
0.35%
$893,982
4,063 shares@ $220.04 avg price
AGGYWisdomtree Tr
Recent Activity
Decreased -2.11%
0.35%
$888,457
20,783 shares@ $42.75 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Decreased -5.67%
0.35%
$881,558
18,995 shares@ $46.42 avg price
IEMGIshares Inc
Recent Activity
Decreased -1.3%
0.31%
$783,688
15,068 shares@ $52.02 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -9.21%
0.31%
$782,096
1,616 shares@ $483.98 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Decreased -11.48%
0.3%
$769,155
6,915 shares@ $111.23 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -9.5%
0.3%
$750,965
4,704 shares@ $159.65 avg price