$240 Million is the total value of Family Legacy, Inc.'s 112 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,058,000 | +10.1% | 2 | 0.0% | 0.44% | +12.2% | |
| O | REALTY INCOME CORP | $683,000 | -2.7% | 9,853 | 0.0% | 0.28% | -0.7% | |
| WFC | WELLS FARGO CO NEW | $620,000 | -13.6% | 12,800 | 0.0% | 0.26% | -12.2% | |
| TMX | TERMINIX GLOBAL HOLDINGS INC | $456,000 | +4.3% | 10,000 | 0.0% | 0.19% | +6.1% | |
| SCHW | SCHWAB CHARLES CORP | $449,000 | -10.2% | 5,321 | 0.0% | 0.19% | -8.3% | |
| LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $423,000 | -1.9% | 8,637 | 0.0% | 0.18% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $348,000 | -3.3% | 8,000 | 0.0% | 0.14% | -1.4% | |
| NVS | NOVARTIS AGsponsored adr | $285,000 | -2.4% | 3,250 | 0.0% | 0.12% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q3 2023 | 4.6% |
| MICROSOFT CORP | 27 | Q3 2023 | 4.7% |
| HOME DEPOT INC | 27 | Q3 2023 | 4.0% |
| JPMORGAN CHASE & CO | 27 | Q3 2023 | 4.0% |
| JOHNSON & JOHNSON | 27 | Q3 2023 | 3.6% |
| DUKE ENERGY CORP NEW | 27 | Q3 2023 | 3.3% |
| GALLAGHER ARTHUR J & CO | 27 | Q3 2023 | 3.8% |
| COCA COLA CO | 27 | Q3 2023 | 3.5% |
| VULCAN MATLS CO | 27 | Q3 2023 | 4.0% |
| LOWES COS INC | 27 | Q3 2023 | 2.6% |
View Family Legacy, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-04-18 |
| 13F-HR | 2022-04-14 |
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.