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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
DTDWisdomtree Tr
Recent Activity
Decreased -6.82%
0.3%
$749,938
9,753 shares@ $76.9 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -1.02%
0.28%
$719,711
6,073 shares@ $118.51 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -24.78%
0.28%
$716,064
4,152 shares@ $172.47 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -0.47%
0.27%
$685,520
8,569 shares@ $80.0 avg price
NXPINxp Semiconductors N V
Recent Activity
Decreased -33.35%
0.27%
$682,751
3,197 shares@ $213.56 avg price
SRESempra
Recent Activity
Decreased -1.93%
0.27%
$676,751
8,211 shares@ $82.43 avg price
FEFirstenergy Corp
Recent Activity
Decreased -0.06%
0.27%
$675,974
17,235 shares@ $39.23 avg price
IVLUIshares Tr
Recent Activity
Decreased -2.22%
0.27%
$669,963
24,604 shares@ $27.23 avg price
TLHIshares Tr
Recent Activity
Decreased -8.78%
0.26%
$654,745
6,631 shares@ $98.75 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -0.07%
0.26%
$649,522
1,254 shares@ $517.97 avg price