Investor Details
Filer Name: | FAMILY LEGACY, INC. |
---|---|
CIK: | 1706016 |
Period: | 2024-12-31 |
Filed At: | 2025-02-12 |
Number of Holdings: | 121 |
Portfolio Value: | $0.30B |
Family Legacy, Inc. Top Holdings
Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
---|---|---|---|---|---|---|---|
AAPL | US | APPLE INC | 41,112 | $10M | 3.38% | -0.5% | - |
MSFT | US | MICROSOFT CORP | 20,612 | $9M | 2.96% | 0.9% | - |
JPM | US | JPMORGAN CHASE & CO | 31,425 | $8M | 2.59% | -2.1% | - |
AJG | US | ARTHUR J GALLAGHER & CO | 22,645 | $6M | 2.19% | -0.1% | - |
GOOGL | US | ALPHABET INC-CL A | 32,279 | $6M | 2.12% | 0.3% | - |
LLY | US | ELI LILLY & CO | 7,915 | $6M | 2.11% | 2.8% | - |
WMT | US | WALMART INC | 67,140 | $6M | 2.09% | -0.3% | - |
TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 29,554 | $6M | 2.07% | 0.4% | - |
AMZN | US | AMAZON.COM INC | 27,222 | $6M | 2.05% | 0.3% | - |
CAT | US | CATERPILLAR INC | 16,665 | $6M | 2.04% | -2.9% | - |
VMC | US | VULCAN MATERIALS CO | 23,251 | $6M | 2.01% | 0.3% | - |
HD | US | HOME DEPOT INC | 15,033 | $6M | 1.97% | 0.9% | - |
LOW | US | LOWE'S COS INC | 23,126 | $6M | 1.93% | 0.4% | - |
COST | US | COSTCO WHOLESALE CORP | 6,083 | $6M | 1.91% | 0.1% | - |
V | US | VISA INC-CLASS A SHARES | 17,348 | $5M | 1.84% | 0.8% | - |
DUK | US | DUKE ENERGY CORP | 49,774 | $5M | 1.83% | 0.5% | - |
ORCL | US | ORACLE CORP | 31,752 | $5M | 1.75% | -0.8% | - |
FPE | US | FT-PREFERRED SECUR & INC ETF | 292,141 | $5M | 1.75% | 3.9% | - |
KO | US | COCA-COLA CO/THE | 81,661 | $5M | 1.71% | 0.2% | - |
VO | US | VANGUARD MID-CAP ETF | 18,631 | $5M | 1.68% | -0.1% | - |