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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
BUDAnheuser Busch Inbev Sa Nv
Recent Activity
Decreased -5.43%
0.25%
$619,265
13,329 shares@ $46.46 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -11.32%
0.24%
$599,739
5,992 shares@ $100.09 avg price
ORealty Income Corp
Recent Activity
Decreased -3.06%
0.24%
$592,739
11,148 shares@ $53.17 avg price
ZTSZoetis Inc
Recent Activity
Decreased -3.61%
0.23%
$592,450
3,544 shares@ $167.17 avg price
GISGeneral Mls Inc
Recent Activity
Decreased -3.61%
0.23%
$580,943
9,963 shares@ $58.32 avg price
LYBLyondellbasell Industries N
Recent Activity
Decreased -5.75%
0.22%
$552,265
7,259 shares@ $76.09 avg price
UNMUnum Group
Recent Activity
Decreased -1.69%
0.22%
$542,789
7,402 shares@ $73.34 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Decreased -2.9%
0.21%
$535,997
4,339 shares@ $123.54 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -6.05%
0.21%
$535,798
4,064 shares@ $131.85 avg price
CMECme Group Inc
Recent Activity
Decreased -1.97%
0.21%
$530,505
2,328 shares@ $227.89 avg price