Family Legacy, Inc. Top Holdings and 13F Report (2024) → The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad) About Family Legacy, Inc.Investment ActivityFamily Legacy, Inc. has $278.15 million in total holdings as of March 31, 2024.Family Legacy, Inc. owns shares of 119 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 2.97% of the portfolio was sold this quarter.This quarter, Family Legacy, Inc. has purchased 117 new stocks and bought additional shares in 41 stocks.Family Legacy, Inc. sold shares of 67 stocks and completely divested from 0 stocks this quarter.Largest Holdings Microsoft $8,780,654Apple $7,168,719JPMorgan Chase & Co. $6,666,839Eli Lilly and Company $6,580,436Caterpillar $6,566,461 Largest New Holdings this Quarter Tractor Supply $310,204 HoldingKroger $205,385 Holding Largest Purchases this Quarter Walmart 45,529 shares (about $2.74M)iShares Semiconductor ETF 6,600 shares (about $1.49M)Darden Restaurants 1,875 shares (about $313.37K)Tractor Supply 1,185 shares (about $310.20K)Kroger 3,595 shares (about $205.39K) Largest Sales this Quarter Eli Lilly and Company 1,241 shares (about $965.40K)Microsoft 1,778 shares (about $748.02K)Caterpillar 1,471 shares (about $539.02K)Vulcan Materials 1,855 shares (about $506.26K)Arthur J. Gallagher & Co. 1,760 shares (about $440.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Legacy, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$8,780,654$748,024 ▼-7.9%20,8713.2%Computer and TechnologyAAPLApple$7,168,719$408,637 ▼-5.4%41,8052.6%Computer and TechnologyJPMJPMorgan Chase & Co.$6,666,839$135,003 ▼-2.0%33,2842.4%FinanceLLYEli Lilly and Company$6,580,436$965,400 ▼-12.8%8,4592.4%MedicalCATCaterpillar$6,566,461$539,021 ▼-7.6%17,9202.4%Industrial ProductsVMCVulcan Materials$6,491,359$506,263 ▼-7.2%23,7852.3%ConstructionAMATApplied Materials$5,866,036$167,460 ▼-2.8%28,4442.1%Computer and TechnologyLOWLowe's Companies$5,857,817$231,806 ▼-3.8%22,9962.1%Retail/WholesaleAJGArthur J. Gallagher & Co.$5,753,918$440,070 ▼-7.1%23,0122.1%FinanceHDHome Depot$5,643,773$369,398 ▼-6.1%14,7132.0%Retail/WholesaleAMZNAmazon.com$5,049,077$126,268 ▼-2.4%27,9911.8%Retail/WholesaleGOOGLAlphabet$5,013,493$221,568 ▼-4.2%33,2171.8%Computer and TechnologyJNJJohnson & Johnson$4,968,204$11,864 ▼-0.2%31,4071.8%MedicalKOCoca-Cola$4,958,779$99,540 ▼-2.0%81,0521.8%Consumer StaplesFPEFirst Trust Preferred Securities and Income ETF$4,854,382$17,233 ▼-0.4%280,2761.7%ETFDUKDuke Energy$4,800,478$21,470 ▼-0.4%49,6381.7%UtilitiesVVisa$4,749,491$134,241 ▼-2.7%17,0181.7%Business ServicesVOVanguard Mid-Cap ETF$4,661,113$120,682 ▼-2.5%18,6551.7%ETFMRKMerck & Co., Inc.$4,652,972$125,749 ▼-2.6%35,2631.7%MedicalCOSTCostco Wholesale$4,627,016$310,617 ▼-6.3%6,3161.7%Retail/WholesalePGProcter & Gamble$4,347,396$54,192 ▲1.3%26,7941.6%Consumer StaplesQQQInvesco QQQ$4,257,356$29,306 ▼-0.7%9,5881.5%FinanceWMTWalmart$4,162,868$2,739,484 ▲192.5%69,1851.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4,150,044$31,384 ▼-0.8%7,9341.5%FinanceORCLOracle$4,114,414$134,530 ▼-3.2%32,7551.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$4,108,598$108,746 ▼-2.6%70,7651.5%ETFTSMTaiwan Semiconductor Manufacturing$4,070,667$29,115 ▼-0.7%29,9201.5%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$4,058,814$25,590 ▼-0.6%113,2481.5%ETFANGLVanEck Fallen Angel High Yield Bond ETF$4,019,123$32,996 ▼-0.8%138,4951.4%ManufacturingBIVVanguard Intermediate-Term Bond ETF$3,947,136$145,900 ▼-3.6%52,3491.4%ETFUNHUnitedHealth Group$3,835,264$23,250 ▼-0.6%7,7531.4%MedicalLMTLockheed Martin$3,772,820$51,402 ▲1.4%8,2941.4%AerospaceAMGNAmgen$3,619,182$288,022 ▼-7.4%12,7291.3%MedicalELVElevance Health$3,410,993$5,185 ▲0.2%6,5781.2%MedicalDEDeere & Company$3,254,020$57,095 ▲1.8%7,9221.2%Industrial ProductsVNQVanguard Real Estate ETF$3,110,572$60,103 ▼-1.9%35,9691.1%ETFWMWaste Management$3,001,256$13,429 ▲0.4%14,0801.1%Business ServicesIMCGiShares Morningstar Mid-Cap Growth ETF$2,990,045$100,648 ▼-3.3%42,3041.1%ETFNOCNorthrop Grumman$2,763,320$59,833 ▲2.2%5,7731.0%AerospaceSBUXStarbucks$2,762,514$22,847 ▲0.8%30,2281.0%Retail/WholesaleSOSouthern$2,638,116$54,882 ▼-2.0%36,7730.9%UtilitiesPEPPepsiCo$2,633,899$78,229 ▼-2.9%15,0500.9%Consumer StaplesGDGeneral Dynamics$2,560,216$77,120 ▼-2.9%9,0630.9%AerospaceCSXCSX$2,537,609$46,523 ▼-1.8%68,4550.9%TransportationTDGTransDigm Group$2,537,273$7,390 ▼-0.3%2,0600.9%AerospaceGEGeneral Electric$2,371,482$53,187 ▼-2.2%13,5100.9%TransportationBABoeing$2,335,704$72,563 ▲3.2%12,1030.8%AerospaceCIThe Cigna Group$2,295,765$116,586 ▼-4.8%6,3210.8%MedicalXLBMaterials Select Sector SPDR Fund$2,232,063$48,767 ▼-2.1%24,0290.8%ETFPLDPrologis$2,210,646$44,536 ▲2.1%16,9760.8%FinanceBACBank of America$2,179,698$62,076 ▲2.9%57,4810.8%FinanceNVONovo Nordisk A/S$2,145,307$152,154 ▲7.6%16,7080.8%MedicalSOXXiShares Semiconductor ETF$2,142,204$1,491,093 ▲229.0%9,4820.8%ETFBSVVanguard Short-Term Bond ETF$2,132,732$156,177 ▼-6.8%27,8170.8%ETFUNPUnion Pacific$2,124,312$12,296 ▼-0.6%8,6380.8%TransportationDFIVDimensional International Value ETF$2,003,713$17,272 ▲0.9%54,5230.7%ETFBRK.BBerkshire Hathaway$1,994,947$103,448 ▼-4.9%4,7440.7%FinanceABBVAbbVie$1,970,475$55,540 ▼-2.7%10,8210.7%MedicalVBRVanguard Small-Cap Value ETF$1,941,564$26,287 ▼-1.3%10,1190.7%ETFCBChubb$1,803,880$62,453 ▼-3.3%6,9610.6%FinanceRIORio Tinto Group$1,666,675$18,485 ▲1.1%26,1480.6%Basic MaterialsCSCOCisco Systems$1,638,888$11,529 ▼-0.7%32,8370.6%Computer and TechnologyDISWalt Disney$1,604,421$139,861 ▼-8.0%13,1120.6%Consumer DiscretionaryTDToronto-Dominion Bank$1,591,047$10,385 ▲0.7%26,3510.6%FinanceITAiShares U.S. Aerospace & Defense ETF$1,576,785$12,797 ▼-0.8%11,9520.6%ETFCVSCVS Health$1,570,196$51,922 ▲3.4%19,6870.6%Retail/WholesaleNSCNorfolk Southern$1,537,148$37,721 ▼-2.4%6,0310.6%TransportationIPACiShares Core MSCI Pacific ETF$1,480,378$20,323 ▲1.4%23,3830.5%ETFINTUIntuit$1,452,697$106,596 ▲7.9%2,2350.5%Computer and TechnologyDHRDanaher$1,387,004$42,954 ▲3.2%5,5540.5%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$1,376,351$38,942 ▲2.9%2,3680.5%MedicalMCDMcDonald's$1,357,054$13,816 ▼-1.0%4,8130.5%Retail/WholesaleBRK.ABerkshire Hathaway$1,268,8800.0%20.5%FinanceLWLamb Weston$1,212,557$23,970 ▲2.0%11,3820.4%Consumer StaplesCOFCapital One Financial$1,179,204$149 ▲0.0%7,9200.4%FinanceGEHCGE HealthCare Technologies$1,170,836$89,820 ▲8.3%12,8790.4%MedicalCVXChevron$1,157,086$23,505 ▲2.1%7,3350.4%Oils/EnergyMAMastercard$1,094,203$6,742 ▲0.6%2,2720.4%Business ServicesABTAbbott Laboratories$982,060$17,618 ▼-1.8%8,6400.4%MedicalBABInvesco Taxable Municipal Bond ETF$960,971$22,859 ▲2.4%36,1950.3%ETFUCBIUnited Community Banks$939,363$56,509 ▲6.4%35,6900.3%FinancePSAPublic Storage$837,113$24,655 ▼-2.9%2,8860.3%FinanceFSLRFirst Solar$835,560$11,647 ▲1.4%4,9500.3%Oils/EnergyMDLZMondelez International$811,143$630 ▼-0.1%11,5880.3%Consumer StaplesCAGConagra Brands$775,005$30 ▼0.0%26,1470.3%Consumer StaplesMPWMedical Properties Trust$770,723$3,013 ▼-0.4%163,9840.3%FinanceWFCWells Fargo & Company$741,8880.0%12,8000.3%FinanceDRIDarden Restaurants$705,628$313,371 ▲79.9%4,2220.3%Retail/WholesaleDGDollar General$703,712$101,913 ▲16.9%4,5090.3%Retail/WholesaleNVDANVIDIA$688,513$124,691 ▲22.1%7620.2%Computer and TechnologyNHINational Health Investors$601,409$1,948 ▼-0.3%9,5720.2%FinanceGMGeneral Motors$592,271$27,437 ▲4.9%13,0600.2%Auto/Tires/TrucksRHIRobert Half$568,963$11,416 ▲2.0%7,1770.2%Business ServicesUPSUnited Parcel Service$528,224$3,716 ▲0.7%3,5540.2%TransportationORealty Income$524,203$2,164 ▲0.4%9,6900.2%FinanceAEPAmerican Electric Power$493,615$184,428 ▼-27.2%5,7330.2%UtilitiesAWKAmerican Water Works$466,476$3,666 ▼-0.8%3,8170.2%UtilitiesSCHWCharles Schwab$456,4650.0%6,3100.2%FinanceEAElectronic Arts$451,476$398 ▼-0.1%3,4030.2%Consumer DiscretionaryRTORentokil Initial$444,652$4,522 ▼-1.0%14,7480.2%Business ServicesFDXFedEx$437,267$21,733 ▲5.2%1,5090.2%TransportationLMBSFirst Trust Low Duration Opportunities ETF$412,2480.0%8,5440.1%ManufacturingWPCW. P. Carey$402,897$115,033 ▼-22.2%7,1380.1%FinanceCCitigroup$400,284$11,319 ▲2.9%6,3300.1%FinanceSDYSPDR S&P Dividend ETF$334,531$20,998 ▼-5.9%2,5490.1%ETFNVSNovartis$314,3730.0%3,2500.1%MedicalIWSiShares Russell Mid-Cap Value ETF$312,573$9,024 ▼-2.8%2,4940.1%ETFMDTMedtronic$310,9150.0%3,5680.1%MedicalTSCOTractor Supply$310,204$310,204 ▲New Holding1,1850.1%Retail/WholesaleFITBFifth Third Bancorp$306,080$60,799 ▲24.8%8,2260.1%FinanceGSKGSK$274,3680.0%6,4000.1%MedicalAMTAmerican Tower$268,130$32,800 ▲13.9%1,3570.1%FinanceTFCTruist Financial$260,919$1,949 ▼-0.7%6,6940.1%FinancePAYXPaychex$251,7400.0%2,0500.1%Business ServicesCMCSAComcast$236,388$34,550 ▲17.1%5,4530.1%Consumer DiscretionaryFTSLFirst Trust Senior Loan ETF$228,324$29,205 ▼-11.3%4,9410.1%ManufacturingAFLAflac$214,6500.0%2,5000.1%FinanceLUVSouthwest Airlines$210,606$5,838 ▼-2.7%7,2150.1%TransportationKRKroger$205,385$205,385 ▲New Holding3,5950.1%Retail/Wholesale More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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