Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > My Legacy Advisors, Llc > Profile

Instuitional Investor - My Legacy Advisors, Llc

Fund Profile
Filing Period:
Fund Name: My Legacy Advisors, Llc
Portfolio Value $253,127,380
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 255,435 $11,770,454 4.54%
2.
Ishares Trust
 IEF 15,934 $8,953,037 3.46%
3.
Apple Inc.
 AAPL 38,248 $8,495,929 3.28%
4.
Microsoft Corp
 MSFT 19,322 $7,253,324 2.8%
5.
Ishares Tr - IBOXX HI YD ETF
 90,707 $7,155,875 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)