282 is the total number of securities My Legacy Advisors, LLC has owned. The longest My Legacy Advisors, LLC has owned a single stock is 7 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPLG | SPDR SER TR | 7 | 7 | 0.51% | 3.16% | 6.29% | Q1 2022 | Q3 2023 | 7 |
AAPL | APPLE INC | 7 | 7 | 2.54% | 2.88% | 3.62% | Q1 2022 | Q3 2023 | 7 |
USHY | ISHARES TR | 7 | 7 | 0.11% | 2.66% | 6.59% | Q1 2022 | Q3 2023 | 7 |
MSFT | MICROSOFT CORP | 7 | 7 | 2.14% | 2.52% | 3.08% | Q1 2022 | Q3 2023 | 7 |
IVV | ISHARES TR | 7 | 7 | 0.86% | 1.92% | 2.81% | Q1 2022 | Q3 2023 | 7 |
ESGU | ISHARES TR | 7 | 7 | 0.58% | 1.72% | 2.97% | Q1 2022 | Q3 2023 | 7 |
BND | VANGUARD BD INDEX FDS | 7 | 7 | 0.20% | 1.50% | 3.97% | Q1 2022 | Q3 2023 | 7 |
MUB | ISHARES TR | 7 | 7 | 1.18% | 1.46% | 1.60% | Q1 2022 | Q3 2023 | 7 |
SCHX | SCHWAB STRATEGIC TR | 7 | 7 | 0.23% | 1.38% | 3.54% | Q1 2022 | Q3 2023 | 7 |
UNH | UNITEDHEALTH GROUP INC | 7 | 7 | 1.02% | 1.27% | 1.50% | Q1 2022 | Q3 2023 | 7 |
IUSB | ISHARES TR | 7 | 7 | 0.10% | 1.22% | 3.02% | Q1 2022 | Q3 2023 | 7 |
PHILLIPS EDISON & CO INC | 7 | 7 | 0.99% | 1.20% | 1.50% | Q1 2022 | Q3 2023 | 7 | |
VEA | VANGUARD TAX-MANAGED I... | 7 | 7 | 0.20% | 1.18% | 2.98% | Q1 2022 | Q3 2023 | 7 |
AGGY | WISDOMTREE TR | 7 | 7 | 0.42% | 1.06% | 1.23% | Q1 2022 | Q3 2023 | 7 |
EFG | ISHARES TR | 7 | 7 | 0.12% | 1.04% | 1.86% | Q1 2022 | Q3 2023 | 7 |
GOOGL | ALPHABET INC | 7 | 7 | 0.87% | 1.01% | 1.16% | Q1 2022 | Q3 2023 | 7 |
V | VISA INC | 7 | 7 | 0.87% | 0.95% | 1.04% | Q1 2022 | Q3 2023 | 7 |
EFV | ISHARES TR | 7 | 7 | 0.20% | 0.94% | 1.62% | Q1 2022 | Q3 2023 | 7 |
VTV | VANGUARD INDEX FDS | 7 | 7 | 0.61% | 0.89% | 1.52% | Q1 2022 | Q3 2023 | 7 |
EMB | ISHARES TR | 7 | 7 | 0.35% | 0.87% | 1.28% | Q1 2022 | Q3 2023 | 7 |
MA | MASTERCARD INCORPORATED | 7 | 7 | 0.78% | 0.82% | 0.90% | Q1 2022 | Q3 2023 | 7 |
USMV | ISHARES TR | 7 | 7 | 0.44% | 0.81% | 1.27% | Q1 2022 | Q3 2023 | 7 |
DTD | WISDOMTREE TR | 7 | 7 | 0.27% | 0.77% | 0.95% | Q1 2022 | Q3 2023 | 7 |
HD | HOME DEPOT INC | 7 | 7 | 0.68% | 0.76% | 0.82% | Q1 2022 | Q3 2023 | 7 |
AMZN | AMAZON COM INC | 7 | 7 | 0.52% | 0.76% | 1.06% | Q1 2022 | Q3 2023 | 7 |
COST | COSTCO WHSL CORP NEW | 7 | 7 | 0.71% | 0.76% | 0.82% | Q1 2022 | Q3 2023 | 7 |
VUG | VANGUARD INDEX FDS | 7 | 7 | 0.56% | 0.73% | 1.27% | Q1 2022 | Q3 2023 | 7 |
TMO | THERMO FISHER SCIENTIF... | 7 | 7 | 0.56% | 0.67% | 0.74% | Q1 2022 | Q3 2023 | 7 |
CTAS | CINTAS CORP | 7 | 7 | 0.60% | 0.67% | 0.75% | Q1 2022 | Q3 2023 | 7 |
BRKB | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.60% | 0.66% | 0.75% | Q1 2022 | Q3 2023 | 7 |
ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 7 | 0.51% | 0.62% | 0.72% | Q1 2022 | Q3 2023 | 7 |
HCA | HCA HEALTHCARE INC | 7 | 7 | 0.48% | 0.61% | 0.72% | Q1 2022 | Q3 2023 | 7 |
TMUS | T-MOBILE US INC | 7 | 7 | 0.48% | 0.60% | 0.67% | Q1 2022 | Q3 2023 | 7 |
PEP | PEPSICO INC | 7 | 7 | 0.49% | 0.60% | 0.66% | Q1 2022 | Q3 2023 | 7 |
JPM | JPMORGAN CHASE & CO | 7 | 7 | 0.53% | 0.59% | 0.66% | Q1 2022 | Q3 2023 | 7 |
VTEB | VANGUARD MUN BD FDS | 7 | 7 | 0.11% | 0.58% | 1.32% | Q1 2022 | Q3 2023 | 7 |
SBUX | STARBUCKS CORP | 7 | 7 | 0.50% | 0.57% | 0.66% | Q1 2022 | Q3 2023 | 7 |
MCD | MCDONALDS CORP | 7 | 7 | 0.44% | 0.54% | 0.61% | Q1 2022 | Q3 2023 | 7 |
SCHG | SCHWAB STRATEGIC TR | 7 | 7 | 0.46% | 0.53% | 0.64% | Q1 2022 | Q3 2023 | 7 |
KO | COCA COLA CO | 7 | 7 | 0.46% | 0.52% | 0.60% | Q1 2022 | Q3 2023 | 7 |
AEP | AMERICAN ELEC PWR CO INC | 7 | 7 | 0.46% | 0.52% | 0.59% | Q1 2022 | Q3 2023 | 7 |
VYM | VANGUARD WHITEHALL FDS | 7 | 7 | 0.40% | 0.52% | 0.76% | Q1 2022 | Q3 2023 | 7 |
ACN | ACCENTURE PLC IRELAND | 7 | 7 | 0.48% | 0.52% | 0.60% | Q1 2022 | Q3 2023 | 7 |
CVX | CHEVRON CORP NEW | 7 | 7 | 0.45% | 0.51% | 0.56% | Q1 2022 | Q3 2023 | 7 |
MET | METLIFE INC | 7 | 7 | 0.40% | 0.50% | 0.58% | Q1 2022 | Q3 2023 | 7 |
XSOE | WISDOMTREE TR | 7 | 7 | 0.28% | 0.50% | 1.62% | Q1 2022 | Q3 2023 | 7 |
HIG | HARTFORD FINL SVCS GRO... | 7 | 7 | 0.47% | 0.49% | 0.50% | Q1 2022 | Q3 2023 | 7 |
EPS | WISDOMTREE TR | 7 | 7 | 0.18% | 0.48% | 0.90% | Q1 2022 | Q3 2023 | 7 |
PG | PROCTER AND GAMBLE CO | 7 | 7 | 0.44% | 0.48% | 0.50% | Q1 2022 | Q3 2023 | 7 |
MRK | MERCK & CO INC | 7 | 7 | 0.40% | 0.47% | 0.56% | Q1 2022 | Q3 2023 | 7 |
WMT | WALMART INC | 7 | 7 | 0.42% | 0.46% | 0.51% | Q1 2022 | Q3 2023 | 7 |
DUK | DUKE ENERGY CORP NEW | 7 | 7 | 0.36% | 0.44% | 0.51% | Q1 2022 | Q3 2023 | 7 |
ASML | ASML HOLDING N V | 7 | 7 | 0.30% | 0.44% | 0.55% | Q1 2022 | Q3 2023 | 7 |
FITB | FIFTH THIRD BANCORP | 7 | 7 | 0.34% | 0.43% | 0.54% | Q1 2022 | Q3 2023 | 7 |
TJX | TJX COS INC NEW | 7 | 7 | 0.26% | 0.43% | 0.53% | Q1 2022 | Q3 2023 | 7 |
USMF | WISDOMTREE TR | 7 | 7 | 0.18% | 0.43% | 0.52% | Q1 2022 | Q3 2023 | 7 |
VYMI | VANGUARD WHITEHALL FDS | 7 | 7 | 0.28% | 0.43% | 0.54% | Q1 2022 | Q3 2023 | 7 |
LMT | LOCKHEED MARTIN CORP | 7 | 7 | 0.36% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
GIS | GENERAL MLS INC | 7 | 7 | 0.33% | 0.41% | 0.50% | Q1 2022 | Q3 2023 | 7 |
DIS | DISNEY WALT CO | 7 | 7 | 0.34% | 0.41% | 0.49% | Q1 2022 | Q3 2023 | 7 |
TT | TRANE TECHNOLOGIES PLC | 7 | 7 | 0.32% | 0.41% | 0.49% | Q1 2022 | Q3 2023 | 7 |
CINF | CINCINNATI FINL CORP | 7 | 7 | 0.34% | 0.40% | 0.43% | Q1 2022 | Q3 2023 | 7 |
EMR | EMERSON ELEC CO | 7 | 7 | 0.33% | 0.40% | 0.42% | Q1 2022 | Q3 2023 | 7 |
IEFA | ISHARES TR | 7 | 7 | 0.18% | 0.39% | 0.82% | Q1 2022 | Q3 2023 | 7 |
ARCC | ARES CAPITAL CORP | 7 | 7 | 0.34% | 0.39% | 0.43% | Q1 2022 | Q3 2023 | 7 |
VCIT | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.28% | 0.38% | 0.52% | Q1 2022 | Q3 2023 | 7 |
O | REALTY INCOME CORP | 7 | 7 | 0.26% | 0.38% | 0.48% | Q1 2022 | Q3 2023 | 7 |
CME | CME GROUP INC | 7 | 7 | 0.22% | 0.37% | 0.52% | Q1 2022 | Q3 2023 | 7 |
WMB | WILLIAMS COS INC | 7 | 7 | 0.31% | 0.37% | 0.45% | Q1 2022 | Q3 2023 | 7 |
ROP | ROPER TECHNOLOGIES INC | 7 | 7 | 0.34% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
T | AT&T INC | 7 | 7 | 0.30% | 0.37% | 0.46% | Q1 2022 | Q3 2023 | 7 |
MPC | MARATHON PETE CORP | 7 | 7 | 0.23% | 0.36% | 0.50% | Q1 2022 | Q3 2023 | 7 |
VZ | VERIZON COMMUNICATIONS... | 7 | 7 | 0.28% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
NEE | NEXTERA ENERGY INC | 7 | 7 | 0.25% | 0.35% | 0.40% | Q1 2022 | Q3 2023 | 7 |
SDY | SPDR SER TR | 7 | 7 | 0.30% | 0.35% | 0.38% | Q1 2022 | Q3 2023 | 7 |
EW | EDWARDS LIFESCIENCES CORP | 7 | 7 | 0.24% | 0.34% | 0.47% | Q1 2022 | Q3 2023 | 7 |
NXPI | NXP SEMICONDUCTORS N V | 7 | 7 | 0.29% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
ZTS | ZOETIS INC | 7 | 7 | 0.30% | 0.34% | 0.39% | Q1 2022 | Q3 2023 | 7 |
ES | EVERSOURCE ENERGY | 7 | 7 | 0.25% | 0.34% | 0.39% | Q1 2022 | Q3 2023 | 7 |
CSCO | CISCO SYS INC | 7 | 7 | 0.27% | 0.33% | 0.39% | Q1 2022 | Q3 2023 | 7 |
D | DOMINION ENERGY INC | 7 | 7 | 0.27% | 0.33% | 0.37% | Q1 2022 | Q3 2023 | 7 |
CMCSA | COMCAST CORP NEW | 7 | 7 | 0.28% | 0.33% | 0.37% | Q1 2022 | Q3 2023 | 7 |
PFE | PFIZER INC | 7 | 7 | 0.17% | 0.33% | 0.48% | Q1 2022 | Q3 2023 | 7 |
DSI | ISHARES TR | 7 | 7 | 0.09% | 0.32% | 0.89% | Q1 2022 | Q3 2023 | 7 |
IP | INTERNATIONAL PAPER CO | 7 | 7 | 0.28% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
VOE | VANGUARD INDEX FDS | 7 | 7 | 0.24% | 0.32% | 0.45% | Q1 2022 | Q3 2023 | 7 |
NKE | NIKE INC | 7 | 7 | 0.24% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 7 |
PFF | ISHARES TR | 7 | 7 | 0.18% | 0.32% | 0.45% | Q1 2022 | Q3 2023 | 7 |
CFG | CITIZENS FINL GROUP INC | 7 | 7 | 0.19% | 0.31% | 0.42% | Q1 2022 | Q3 2023 | 7 |
ETR | ENTERGY CORP NEW | 7 | 7 | 0.20% | 0.31% | 0.39% | Q1 2022 | Q3 2023 | 7 |
SUB | ISHARES TR | 7 | 7 | 0.23% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
DON | WISDOMTREE TR | 7 | 7 | 0.13% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
SON | SONOCO PRODS CO | 7 | 7 | 0.28% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
AWK | AMERICAN WTR WKS CO IN... | 7 | 7 | 0.24% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
NNN | NNN REIT INC | 7 | 7 | 0.15% | 0.29% | 0.32% | Q1 2022 | Q3 2023 | 7 |
PLD | PROLOGIS INC. | 7 | 7 | 0.18% | 0.29% | 0.47% | Q1 2022 | Q3 2023 | 7 |
PM | PHILIP MORRIS INTL INC | 7 | 7 | 0.26% | 0.29% | 0.31% | Q1 2022 | Q3 2023 | 7 |
PFFD | GLOBAL X FDS | 7 | 7 | 0.16% | 0.28% | 0.39% | Q1 2022 | Q3 2023 | 7 |
GPC | GENUINE PARTS CO | 7 | 7 | 0.18% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
NOC | NORTHROP GRUMMAN CORP | 7 | 7 | 0.23% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
BDX | BECTON DICKINSON & CO | 7 | 7 | 0.17% | 0.27% | 0.35% | Q1 2022 | Q3 2023 | 7 |
IPG | INTERPUBLIC GROUP COS INC | 7 | 7 | 0.22% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
MO | ALTRIA GROUP INC | 7 | 7 | 0.22% | 0.27% | 0.29% | Q1 2022 | Q3 2023 | 7 |
SRE | SEMPRA | 7 | 7 | 0.20% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
JNJ | JOHNSON & JOHNSON | 7 | 7 | 0.13% | 0.25% | 0.31% | Q1 2022 | Q3 2023 | 7 |
LYB | LYONDELLBASELL INDUSTR... | 7 | 7 | 0.11% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 7 |
AGR | AVANGRID INC | 7 | 7 | 0.10% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
SPGI | S&P GLOBAL INC | 7 | 7 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q3 2023 | 7 |
EQIX | EQUINIX INC | 7 | 7 | 0.17% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
MAA | MID-AMER APT CMNTYS INC | 7 | 7 | 0.11% | 0.20% | 0.39% | Q1 2022 | Q3 2023 | 7 |
SCHV | SCHWAB STRATEGIC TR | 7 | 7 | 0.13% | 0.20% | 0.30% | Q1 2022 | Q3 2023 | 7 |
COP | CONOCOPHILLIPS | 7 | 7 | 0.10% | 0.15% | 0.27% | Q1 2022 | Q3 2023 | 7 |
AJG | GALLAGHER ARTHUR J & CO | 7 | 7 | 0.08% | 0.15% | 0.32% | Q1 2022 | Q3 2023 | 7 |
VOO | VANGUARD INDEX FDS | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
HYG | ISHARES TR | 6 | 6 | 0.89% | 2.41% | 3.29% | Q2 2022 | Q3 2023 | 6 |
SCHZ | SCHWAB STRATEGIC TR | 6 | 6 | 0.26% | 1.04% | 1.54% | Q2 2022 | Q3 2023 | 6 |
FTSL | FIRST TR EXCHANGE-TRAD... | 6 | 6 | 0.44% | 0.98% | 1.99% | Q2 2022 | Q3 2023 | 6 |
VWO | VANGUARD INTL EQUITY I... | 6 | 6 | 0.09% | 0.73% | 2.76% | Q1 2022 | Q2 2023 | 6 |
TFI | SPDR SER TR | 6 | 6 | 0.17% | 0.73% | 1.11% | Q2 2022 | Q3 2023 | 6 |
OEF | ISHARES TR | 6 | 6 | 0.40% | 0.68% | 1.25% | Q2 2022 | Q3 2023 | 6 |
IEMG | ISHARES INC | 4 | 2 | 0.11% | 0.62% | 0.96% | Q1 2022 | Q3 2023 | 6 |
HYLB | DBX ETF TR | 6 | 6 | 0.10% | 0.58% | 1.32% | Q1 2022 | Q2 2023 | 6 |
SUSL | ISHARES TR | 6 | 6 | 0.39% | 0.53% | 0.64% | Q2 2022 | Q3 2023 | 6 |
GOVT | ISHARES TR | 3 | 3 | 0.10% | 0.51% | 0.87% | Q1 2022 | Q3 2023 | 6 |
BUD | ANHEUSER BUSCH INBEV S... | 6 | 6 | 0.38% | 0.48% | 0.62% | Q2 2022 | Q3 2023 | 6 |
HYD | VANECK ETF TRUST | 5 | 1 | 0.09% | 0.47% | 1.01% | Q1 2022 | Q3 2023 | 6 |
BX | BLACKSTONE INC | 6 | 6 | 0.09% | 0.45% | 0.77% | Q1 2022 | Q2 2023 | 6 |
GILD | GILEAD SCIENCES INC | 6 | 6 | 0.26% | 0.45% | 0.53% | Q2 2022 | Q3 2023 | 6 |
DHR | DANAHER CORPORATION | 6 | 6 | 0.33% | 0.43% | 0.49% | Q1 2022 | Q2 2023 | 6 |
SCHA | SCHWAB STRATEGIC TR | 6 | 6 | 0.09% | 0.42% | 0.97% | Q1 2022 | Q2 2023 | 6 |
IQDG | WISDOMTREE TR | 6 | 6 | 0.18% | 0.41% | 0.63% | Q2 2022 | Q3 2023 | 6 |
EMLC | VANECK ETF TRUST | 6 | 6 | 0.08% | 0.40% | 0.95% | Q1 2022 | Q2 2023 | 6 |
TLH | ISHARES TR | 6 | 6 | 0.16% | 0.36% | 0.53% | Q2 2022 | Q3 2023 | 6 |
AON | AON PLC | 6 | 6 | 0.31% | 0.35% | 0.40% | Q1 2022 | Q2 2023 | 6 |
BCE | BCE INC | 6 | 6 | 0.32% | 0.33% | 0.34% | Q1 2022 | Q2 2023 | 6 |
ODFL | OLD DOMINION FREIGHT L... | 6 | 6 | 0.31% | 0.32% | 0.34% | Q1 2022 | Q2 2023 | 6 |
EOG | EOG RES INC | 6 | 6 | 0.21% | 0.32% | 0.37% | Q2 2022 | Q3 2023 | 6 |
IVLU | ISHARES TR | 6 | 6 | 0.14% | 0.31% | 0.37% | Q2 2022 | Q3 2023 | 6 |
SHW | SHERWIN WILLIAMS CO | 4 | 2 | 0.08% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 6 |
FHN | FIRST HORIZON CORPORATION | 6 | 6 | 0.20% | 0.30% | 0.42% | Q1 2022 | Q2 2023 | 6 |
ESGD | ISHARES TR | 6 | 6 | 0.09% | 0.29% | 0.64% | Q1 2022 | Q2 2023 | 6 |
IBM | INTERNATIONAL BUSINESS... | 6 | 6 | 0.17% | 0.26% | 0.32% | Q2 2022 | Q3 2023 | 6 |
IWS | ISHARES TR | 6 | 6 | 0.24% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
PFG | PRINCIPAL FINANCIAL GR... | 6 | 6 | 0.13% | 0.25% | 0.36% | Q2 2022 | Q3 2023 | 6 |
PWR | QUANTA SVCS INC | 6 | 6 | 0.15% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
DGS | WISDOMTREE TR | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 6 |
CCI | CROWN CASTLE INTL CORP... | 6 | 6 | 0.14% | 0.24% | 0.38% | Q1 2022 | Q2 2023 | 6 |
WTMF | WISDOMTREE TR | 6 | 6 | 0.16% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 6 |
NEP | NEXTERA ENERGY PARTNER... | 6 | 6 | 0.19% | 0.24% | 0.28% | Q1 2022 | Q2 2023 | 6 |
USB | US BANCORP DEL | 6 | 6 | 0.13% | 0.22% | 0.27% | Q2 2022 | Q3 2023 | 6 |
IEV | ISHARES TR | 6 | 6 | 0.12% | 0.21% | 0.30% | Q2 2022 | Q3 2023 | 6 |
DEM | WISDOMTREE TR | 6 | 6 | 0.19% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 |
DGRS | WISDOMTREE TR | 6 | 6 | 0.17% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
AXP | AMERICAN EXPRESS CO | 6 | 6 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q2 2023 | 6 |
RESP | WISDOMTREE TR | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
LDEM | ISHARES TR | 6 | 6 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
RESD | WISDOMTREE TR | 6 | 6 | 0.10% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
IGSB | ISHARES TR | 5 | 5 | 0.36% | 0.46% | 0.60% | Q3 2022 | Q3 2023 | 5 |
KEY | KEYCORP | 5 | 5 | 0.30% | 0.38% | 0.45% | Q1 2022 | Q1 2023 | 5 |
VTIP | VANGUARD MALVERN FDS | 5 | 5 | 0.15% | 0.38% | 0.76% | Q1 2022 | Q1 2023 | 5 |
WFHY | WISDOMTREE TR | 5 | 5 | 0.32% | 0.34% | 0.37% | Q3 2022 | Q3 2023 | 5 |
RSP | INVESCO EXCHANGE TRADE... | 5 | 5 | 0.11% | 0.29% | 0.60% | Q1 2022 | Q1 2023 | 5 |
TLT | ISHARES TR | 5 | 5 | 0.15% | 0.29% | 0.75% | Q3 2022 | Q3 2023 | 5 |
QCOM | QUALCOMM INC | 5 | 5 | 0.15% | 0.29% | 0.55% | Q1 2022 | Q1 2023 | 5 |
HYMB | SPDR SER TR | 5 | 5 | 0.14% | 0.27% | 0.43% | Q1 2022 | Q1 2023 | 5 |
ACWV | ISHARES INC | 5 | 5 | 0.10% | 0.26% | 0.58% | Q1 2022 | Q1 2023 | 5 |
BAC | BK OF AMERICA CORP | 5 | 5 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q1 2023 | 5 |
NVDA | NVIDIA CORPORATION | 4 | 1 | 0.10% | 0.22% | 0.42% | Q1 2022 | Q3 2023 | 5 |
FE | FIRSTENERGY CORP | 5 | 5 | 0.15% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
SPSM | SPDR SER TR | 5 | 5 | 0.17% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
FTNT | FORTINET INC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
ESGE | ISHARES INC | 5 | 5 | 0.13% | 0.18% | 0.22% | Q2 2022 | Q2 2023 | 5 |
NWL | NEWELL BRANDS INC | 5 | 5 | 0.12% | 0.17% | 0.23% | Q1 2022 | Q1 2023 | 5 |
AGG | ISHARES TR | 5 | 5 | 0.11% | 0.16% | 0.22% | Q2 2022 | Q2 2023 | 5 |
SHM | SPDR SER TR | 5 | 5 | 0.09% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 5 |
EAGG | ISHARES TR | 3 | 2 | 0.08% | 0.13% | 0.17% | Q1 2022 | Q2 2023 | 5 |
SHYG | ISHARES TR | 4 | 4 | 2.16% | 2.30% | 2.48% | Q4 2022 | Q3 2023 | 4 |
IWM | ISHARES TR | 4 | 4 | 0.10% | 1.37% | 2.13% | Q1 2022 | Q4 2022 | 4 |
SRLN | SSGA ACTIVE ETF TR | 4 | 4 | 0.91% | 0.95% | 1.00% | Q4 2022 | Q3 2023 | 4 |
MBB | ISHARES TR | 4 | 4 | 0.77% | 0.90% | 1.00% | Q4 2022 | Q3 2023 | 4 |
IYW | ISHARES TR | 4 | 4 | 0.54% | 0.74% | 0.91% | Q4 2022 | Q3 2023 | 4 |
SHY | ISHARES TR | 4 | 4 | 0.64% | 0.70% | 0.80% | Q4 2022 | Q3 2023 | 4 |
DWM | WISDOMTREE TR | 4 | 4 | 0.21% | 0.43% | 0.57% | Q1 2022 | Q4 2022 | 4 |
VBR | VANGUARD INDEX FDS | 4 | 4 | 0.10% | 0.30% | 0.60% | Q1 2022 | Q4 2022 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SPDW | SPDR INDEX SHS FDS | 4 | 4 | 0.13% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
VWOB | VANGUARD WHITEHALL FDS | 2 | 2 | 0.10% | 0.16% | 0.21% | Q1 2022 | Q1 2023 | 4 |
INTC | INTEL CORP | 4 | 4 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q4 2022 | 4 |
EEM | ISHARES TR | 4 | 4 | 0.13% | 0.15% | 0.20% | Q3 2022 | Q2 2023 | 4 |
VBK | VANGUARD INDEX FDS | 4 | 4 | 0.10% | 0.15% | 0.23% | Q1 2022 | Q4 2022 | 4 |
IFRA | ISHARES TR | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
VRTX | VERTEX PHARMACEUTICALS... | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MTGP | WISDOMTREE TR | 4 | 4 | 0.10% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BEN | FRANKLIN RESOURCES INC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SNPS | SYNOPSYS INC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DLS | WISDOMTREE TR | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SPG | SIMON PPTY GROUP INC NEW | 3 | 1 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 4 |
QUAL | ISHARES TR | 3 | 3 | 1.64% | 1.72% | 1.84% | Q1 2023 | Q3 2023 | 3 |
HYEM | VANECK ETF TRUST | 3 | 3 | 1.40% | 1.61% | 1.82% | Q1 2022 | Q3 2022 | 3 |
EMHY | ISHARES INC | 3 | 3 | 0.65% | 0.79% | 0.95% | Q1 2022 | Q3 2022 | 3 |
TRU | TRANSUNION | 3 | 3 | 0.22% | 0.30% | 0.35% | Q1 2022 | Q3 2022 | 3 |
SCHO | SCHWAB STRATEGIC TR | 3 | 3 | 0.12% | 0.29% | 0.46% | Q1 2022 | Q3 2022 | 3 |
ABBV | ABBVIE INC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BCI | ABRDN ETFS | 3 | 3 | 0.11% | 0.19% | 0.30% | Q1 2022 | Q3 2022 | 3 |
F | FORD MTR CO DEL | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
GCC | WISDOMTREE TR | 3 | 3 | 0.15% | 0.18% | 0.22% | Q2 2022 | Q4 2022 | 3 |
LINDE PLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 | |
BKLN | INVESCO EXCH TRADED FD... | 3 | 3 | 0.10% | 0.17% | 0.24% | Q1 2022 | Q3 2022 | 3 |
DGRW | WISDOMTREE TR | 3 | 3 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
WEN | WENDYS CO | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
SPLV | INVESCO EXCH TRADED FD... | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2022 | 3 |
DVY | ISHARES TR | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
TSLA | TESLA INC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 3 |
IJT | ISHARES TR | 3 | 3 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
CB | CHUBB LIMITED | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
SUSA | ISHARES TR | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
TOTL | SSGA ACTIVE ETF TR | 2 | 2 | 0.46% | 0.47% | 0.47% | Q4 2022 | Q1 2023 | 2 |
PAYX | PAYCHEX INC | 2 | 2 | 0.31% | 0.39% | 0.47% | Q1 2022 | Q2 2022 | 2 |
AMAT | APPLIED MATLS INC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q1 2022 | Q2 2022 | 2 |
VTI | VANGUARD INDEX FDS | 2 | 2 | 0.31% | 0.34% | 0.38% | Q2 2023 | Q3 2023 | 2 |
CRL | CHARLES RIV LABS INTL INC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2022 | Q2 2022 | 2 |
PEAKSTONE REALTY TRUST | 2 | 2 | 0.25% | 0.34% | 0.42% | Q2 2023 | Q3 2023 | 2 | |
IVW | ISHARES TR | 2 | 2 | 0.10% | 0.33% | 0.55% | Q2 2023 | Q3 2023 | 2 |
EELV | INVESCO EXCH TRADED FD... | 2 | 2 | 0.22% | 0.31% | 0.40% | Q2 2022 | Q3 2022 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.29% | 0.30% | 0.31% | Q3 2022 | Q4 2022 | 2 |
EXPE | EXPEDIA GROUP INC | 2 | 2 | 0.20% | 0.29% | 0.38% | Q1 2022 | Q2 2022 | 2 |
SCHP | SCHWAB STRATEGIC TR | 2 | 2 | 0.17% | 0.23% | 0.28% | Q2 2022 | Q3 2022 | 2 |
COG | COTERRA ENERGY INC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2022 | Q3 2022 | 2 |
HDV | ISHARES TR | 2 | 2 | 0.15% | 0.18% | 0.22% | Q2 2022 | Q3 2022 | 2 |
FB | META PLATFORMS INC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q2 2022 | 2 |
NI | NISOURCE INC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
UNM | UNUM GROUP | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
HPQ | HP INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
AOA | ISHARES TR | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
C | CITIGROUP INC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
EFAV | ISHARES TR | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q2 2022 | 2 |
PH | PARKER-HANNIFIN CORP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WHR | WHIRLPOOL CORP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MSCI | MSCI INC | 1 | 1 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LIN | LINDE PLC | 1 | 1 | 0.08% | 0.10% | 0.10% | Q1 2022 | Q4 2022 | 2 |
PXD | PIONEER NAT RES CO | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
HBI | HANESBRANDS INC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
JOBY AVIATION INC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 | |
PACB | PACIFIC BIOSCIENCES CA... | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GINKGO BIOWORKS HOLDIN... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 | |
TFLO | ISHARES TR | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
ALLY | ALLY FINL INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
EMXC | ISHARES INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
SCHI | SCHWAB STRATEGIC TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
MTUM | ISHARES TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
VXUS | VANGUARD STAR FDS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
URI | UNITED RENTALS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
IXC | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TIP | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
BILL | BILL COM HLDGS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
EUSB | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
JPST | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
PEG | PUBLIC SVC ENTERPRISE ... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ICVT | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
SUSC | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
DTE | DTE ENERGY CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
VMBS | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
COMT | ISHARES U S ETF TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
MTD | METTLER TOLEDO INTERNA... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
MCO | MOODYS CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
FPX | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
IJS | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
BSV | VANGUARD BD INDEX FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
LOW | LOWES COS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
WST | WEST PHARMACEUTICAL SV... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
RF | REGIONS FINANCIAL CORP... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GGG | GRACO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
LHX | L3HARRIS TECHNOLOGIES INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
IYH | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
FNF | FIDELITY NATIONAL FINA... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including SPDR SER TR, APPLE INC, and ISHARES TR, are the highest-conviction holdings of My Legacy Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by My Legacy Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that My Legacy Advisors, LLC owns currently or has owned in the past.