| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,656 | -100.0% | -0.09% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -1,620 | -100.0% | -0.10% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -8,538 | -100.0% | -0.10% | – |
| Exit | GSK PLCsponsored adr | $0 | – | -6,400 | -100.0% | -0.10% | – | |
| PAYX | Exit | PAYCHEX INC | $0 | – | -2,050 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -554 | -100.0% | -0.10% | – |
| C | Exit | CITIGROUP INC | $0 | – | -6,101 | -100.0% | -0.10% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -5,804 | -100.0% | -0.11% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -2,566 | -100.0% | -0.11% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -2,709 | -100.0% | -0.13% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -3,250 | -100.0% | -0.14% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -6,310 | -100.0% | -0.14% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,439 | -100.0% | -0.16% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -3,637 | -100.0% | -0.16% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -8,565 | -100.0% | -0.17% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,403 | -100.0% | -0.17% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -5,668 | -100.0% | -0.19% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -13,628 | -100.0% | -0.19% | – |
| AWK | Exit | AMERICAN WTR WKS CO INC NEW | $0 | – | -3,852 | -100.0% | -0.20% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -8,930 | -100.0% | -0.20% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -9,923 | -100.0% | -0.21% | – |
| RHI | Exit | ROBERT HALF INC. | $0 | – | -7,008 | -100.0% | -0.22% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -12,800 | -100.0% | -0.22% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -9,724 | -100.0% | -0.22% | – |
| RTOKY | Exit | RENTOKIL INITIAL PLCsponsored adr | $0 | – | -14,898 | -100.0% | -0.23% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -3,569 | -100.0% | -0.23% | – |
| NHI | Exit | NATIONAL HEALTH INVS INC | $0 | – | -13,903 | -100.0% | -0.30% | – |
| FSLR | Exit | FIRST SOLAR INC | $0 | – | -4,429 | -100.0% | -0.30% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -26,330 | -100.0% | -0.30% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -10,674 | -100.0% | -0.30% | – | |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -9,790 | -100.0% | -0.31% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -7,964 | -100.0% | -0.32% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -3,006 | -100.0% | -0.33% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -11,562 | -100.0% | -0.34% | – |
| UCBI | Exit | UNITED CMNTY BKS BLAIRSVLE G | $0 | – | -33,027 | -100.0% | -0.35% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -8,795 | -100.0% | -0.36% | – |
| BAB | Exit | INVESCO EXCH TRADED FD TR IItaxable mun bd | $0 | – | -34,780 | -100.0% | -0.37% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,258 | -100.0% | -0.37% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -166,224 | -100.0% | -0.38% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -10,989 | -100.0% | -0.42% | – |
| INTU | Exit | INTUIT | $0 | – | -2,048 | -100.0% | -0.44% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -2 | -100.0% | -0.44% | – |
| PFE | Exit | PFIZER INC | $0 | – | -32,793 | -100.0% | -0.46% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -2,195 | -100.0% | -0.46% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -6,157 | -100.0% | -0.51% | – |
| IPAC | Exit | ISHARES TRcore msci pac | $0 | – | -21,870 | -100.0% | -0.51% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -11,785 | -100.0% | -0.52% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -15,552 | -100.0% | -0.53% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -4,853 | -100.0% | -0.53% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -5,227 | -100.0% | -0.54% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -19,047 | -100.0% | -0.56% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -7,207 | -100.0% | -0.63% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -55,301 | -100.0% | -0.63% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -13,718 | -100.0% | -0.63% | – | |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -26,126 | -100.0% | -0.66% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -26,073 | -100.0% | -0.69% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -11,123 | -100.0% | -0.69% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -1,998 | -100.0% | -0.70% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -52,624 | -100.0% | -0.72% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,919 | -100.0% | -0.72% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -10,928 | -100.0% | -0.73% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -8,682 | -100.0% | -0.74% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -33,108 | -100.0% | -0.74% | – |
| PLD | Exit | PROLOGIS INC. | $0 | – | -16,547 | -100.0% | -0.78% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -23,811 | -100.0% | -0.78% | – |
| CI | Exit | THE CIGNA GROUP | $0 | – | -6,656 | -100.0% | -0.80% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -9,334 | -100.0% | -0.86% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -13,804 | -100.0% | -0.88% | – |
| CSX | Exit | CSX CORP | $0 | – | -69,692 | -100.0% | -0.90% | – |
| BA | Exit | BOEING CO | $0 | – | -11,442 | -100.0% | -0.92% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -30,360 | -100.0% | -0.95% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -37,594 | -100.0% | -1.02% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -5,565 | -100.0% | -1.02% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -15,093 | -100.0% | -1.07% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -33,909 | -100.0% | -1.07% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -27,442 | -100.0% | -1.07% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -29,707 | -100.0% | -1.08% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -45,628 | -100.0% | -1.09% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -29,908 | -100.0% | -1.14% | – |
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -6,567 | -100.0% | -1.20% | – |
| DE | Exit | DEERE & CO | $0 | – | -7,755 | -100.0% | -1.22% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -8,082 | -100.0% | -1.38% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -70,514 | -100.0% | -1.46% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -113,834 | -100.0% | -1.48% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -8,462 | -100.0% | -1.51% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -28,641 | -100.0% | -1.52% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -34,550 | -100.0% | -1.53% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -13,749 | -100.0% | -1.54% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -36,210 | -100.0% | -1.56% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -139,061 | -100.0% | -1.57% | – |
| WMT | Exit | WALMART INC | $0 | – | -23,610 | -100.0% | -1.58% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -26,352 | -100.0% | -1.61% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -53,297 | -100.0% | -1.61% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -10,775 | -100.0% | -1.61% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -18,668 | -100.0% | -1.62% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -6,887 | -100.0% | -1.63% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -7,911 | -100.0% | -1.67% | – |
| V | Exit | VISA INC | $0 | – | -17,516 | -100.0% | -1.68% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -29,206 | -100.0% | -1.69% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -49,536 | -100.0% | -1.83% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -35,267 | -100.0% | -1.93% | – |
| KO | Exit | COCA COLA CO | $0 | – | -82,523 | -100.0% | -1.93% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -15,649 | -100.0% | -1.98% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -31,284 | -100.0% | -2.04% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -33,951 | -100.0% | -2.06% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -308,649 | -100.0% | -2.06% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -23,865 | -100.0% | -2.07% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -26,145 | -100.0% | -2.21% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -19,384 | -100.0% | -2.21% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -10,158 | -100.0% | -2.28% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -25,840 | -100.0% | -2.46% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -23,240 | -100.0% | -3.07% | – |
| AAPL | Exit | APPLE INC | $0 | – | -44,529 | -100.0% | -3.19% | – |
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.