Family Legacy, Inc.

Q1 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    120

  • Value ($000)

    $291,434

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001706016
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$8.92M
3 %

40,159

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.67M
3 %

20,433

AJG
AJG

GALLAGHER ARTHUR J & CO

COM
363576109
$7.22M
3 %

20,909

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.15M
3 %

29,128

DUK
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$6.05M
2 %

49,633

V
V

VISA INC

COM CL A
92826C839
$6.00M
2 %

17,110

LLY
LLY

ELI LILLY & CO

COM
532457108
$5.98M
2 %

7,245

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$5.93M
2 %

150,550

KO
KO

COCA COLA CO

COM
191216100
$5.84M
2 %

81,555

WMT
WMT

WALMART INC

COM
931142103
$5.63M
2 %

64,166

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 120