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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
FFord Mtr Co
Recent Activity
Decreased -7.8%
0.15%
$380,327
38,224 shares@ $9.95 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -7.13%
0.15%
$368,965
1,055 shares@ $349.73 avg price
DSIIshares Tr
Recent Activity
Decreased -9.73%
0.15%
$362,657
3,247 shares@ $111.69 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -1.82%
0.14%
$350,239
7,733 shares@ $45.3 avg price
SHYIshares Tr
Recent Activity
Decreased -8.05%
0.14%
$350,102
4,267 shares@ $82.05 avg price
PKSTPeakstone Realty Trust
Recent Activity
Decreased -7.22%
0.14%
$342,045
31,438 shares@ $10.88 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -19.56%
0.14%
$340,520
2,241 shares@ $151.96 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -2.31%
0.13%
$321,558
634 shares@ $507.19 avg price
PFFIshares Tr
Recent Activity
Decreased -1.29%
0.13%
$314,595
9,921 shares@ $31.72 avg price
SONSonoco Prods Co
Recent Activity
Decreased -7.73%
0.12%
$307,101
6,505 shares@ $47.21 avg price