$128 Million is the total value of Family Legacy, Inc.'s 108 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $637,000 | +3.6% | 2 | 0.0% | 0.50% | -0.4% | |
| IWS | ISHARES TRrus mdcp val etf | $470,000 | +0.2% | 5,277 | 0.0% | 0.37% | -3.7% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $327,000 | -4.1% | 8,175 | 0.0% | 0.26% | -7.9% | |
| NVS | NOVARTIS A Gsponsored adr | $321,000 | -3.9% | 3,520 | 0.0% | 0.25% | -7.4% | |
| ED | CONSOLIDATED EDISON INC | $276,000 | +4.5% | 3,150 | 0.0% | 0.22% | +0.5% | |
| AMTD | TD AMERITRADE HLDG CORP | $258,000 | -5.1% | 5,178 | 0.0% | 0.20% | -9.0% | |
| LMBS | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $221,000 | +0.5% | 4,284 | 0.0% | 0.17% | -3.4% | |
| TTE | TOTAL S Asponsored ads | $203,000 | -1.9% | 3,630 | 0.0% | 0.16% | -6.0% | |
| ENB | ENBRIDGE INC | $203,000 | -2.9% | 5,640 | 0.0% | 0.16% | -7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 30 | Q2 2024 | 4.7% |
| APPLE INC | 30 | Q2 2024 | 4.6% |
| JPMORGAN CHASE & CO. | 30 | Q2 2024 | 4.0% |
| HOME DEPOT INC | 30 | Q2 2024 | 4.0% |
| JOHNSON & JOHNSON | 30 | Q2 2024 | 3.6% |
| DUKE ENERGY CORP NEW | 30 | Q2 2024 | 3.3% |
| GALLAGHER ARTHUR J & CO | 30 | Q2 2024 | 3.8% |
| VULCAN MATLS CO | 30 | Q2 2024 | 4.0% |
| COCA COLA CO | 30 | Q2 2024 | 3.5% |
| LOWES COS INC | 30 | Q2 2024 | 2.6% |
View Family Legacy, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-16 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-22 |
View Family Legacy, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.