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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
IEVIshares Tr
Recent Activity
Decreased -4.51%
0.19%
$488,558
9,260 shares@ $52.77 avg price
LCTUBlackrock Etf Trust
Recent Activity
Decreased -8.08%
0.19%
$485,950
7,503 shares@ $64.77 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Decreased -5.52%
0.18%
$461,037
16,596 shares@ $27.79 avg price
ESEversource Energy
Recent Activity
Decreased -7.51%
0.18%
$450,842
7,964 shares@ $56.61 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -3.04%
0.18%
$438,166
3,373 shares@ $129.91 avg price
FTNTFortinet Inc
Recent Activity
Decreased -1.46%
0.17%
$430,775
4,629 shares@ $93.07 avg price
IFRAIshares Tr
Recent Activity
Decreased -0.04%
0.16%
$409,260
8,636 shares@ $47.39 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Decreased -0.29%
0.16%
$394,712
5,777 shares@ $68.33 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -12.32%
0.16%
$394,045
3,357 shares@ $117.39 avg price
ABTAbbott Labs
Recent Activity
Decreased -16.07%
0.16%
$389,739
3,508 shares@ $111.11 avg price