FAMILY LEGACY, INC.

PrivateCIK: 1706016
Location

GREENVILLE, SC

124
Positions
$332.85M
Total AUM (reported)
2.57M
Total Shares

Allocation by class

TOTAL AUM$332.85M124 positions
COM$217.82M65.4%
COM NEW$13.15M3.9%
INTERNATNAL VAL$7.48M2.2%
CAP STK CL A$7.36M2.2%
SPONSORED ADS$7.21M2.2%
PFD SECS INC ETF$5.42M1.6%
ISHARES SEMICDTR$5.12M1.5%

Portfolio Concentration

Top 38.3%4–1015.6%11–2525.0%Rest51.1%TOP 1023.9%0%100%
Top 3$27.60M8.3%
4–10$51.86M15.6%
11–25$83.30M25.0%
Rest$170.09M51.1%

Top 3 weight

8.3%

Top 10 weight

23.9%

Voting Authority Distribution

Total shares with voting rights: 2.57M

Sole

Full voting authority

890.24K

shares

% of voting shares34.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.67M

shares

% of voting shares65.3%

Investment Discretion (by position count)

Sole124
Shared0
Other0
Dominant voting typeNone · 65.3% of voting shares
Institutional Holdings124
Rows:

CATERPILLAR INC

SOLE
COM
Shares14.42K
TypeSH
Market value$10.22M
3.07%
Sole
6.96K
Shared
0.00
None
7.46K

APPLE INC

SOLE
COM
Shares38.03K
TypeSH
Market value$9.65M
2.90%
Sole
17.05K
Shared
0.00
None
20.98K

APPLIED MATLS INC

SOLE
COM
Shares22.63K
TypeSH
Market value$7.73M
2.32%
Sole
12.67K
Shared
0.00
None
9.96K

GE VERNOVA INC

SOLE
COM
Shares8.77K
TypeSH
Market value$7.66M
2.30%
Sole
3.90K
Shared
0.00
None
4.87K

JOHNSON & JOHNSON

SOLE
COM
Shares31.22K
TypeSH
Market value$7.63M
2.29%
Sole
18.09K
Shared
0.00
None
13.14K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares141.76K
TypeSH
Market value$7.48M
2.25%
Sole
28.05K
Shared
0.00
None
113.71K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.61K
TypeSH
Market value$7.36M
2.21%
Sole
10.87K
Shared
0.00
None
14.74K

JPMORGAN CHASE & CO

SOLE
COM
Shares24.81K
TypeSH
Market value$7.30M
2.19%
Sole
11.64K
Shared
0.00
None
13.17K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares21.34K
TypeSH
Market value$7.21M
2.17%
Sole
8.43K
Shared
0.00
None
12.91K

WALMART INC

SOLE
COM
Shares58K
TypeSH
Market value$7.21M
2.17%
Sole
28.94K
Shared
0.00
None
29.06K

MICROSOFT CORP

SOLE
COM
Shares18.82K
TypeSH
Market value$6.97M
2.09%
Sole
8.07K
Shared
0.00
None
10.74K

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares50.08K
TypeSH
Market value$6.56M
1.97%
Sole
29.06K
Shared
0.00
None
21.02K

COCA COLA CO

SOLE
COM
Shares81.25K
TypeSH
Market value$6.18M
1.86%
Sole
54.80K
Shared
0.00
None
26.45K

ELI LILLY & CO

SOLE
COM
Shares6.71K
TypeSH
Market value$6.17M
1.85%
Sole
2.64K
Shared
0.00
None
4.07K

VULCAN MATLS CO

SOLE
COM
Shares21.63K
TypeSH
Market value$5.89M
1.77%
Sole
10.58K
Shared
0.00
None
11.04K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares5.56K
TypeSH
Market value$5.54M
1.66%
Sole
2.19K
Shared
0.00
None
3.37K

FIRST TR EXCH TRADED FD III

SOLE
PFD SECS INC ETF
Shares305.10K
TypeSH
Market value$5.42M
1.63%
Sole
79.39K
Shared
0.00
None
225.71K

LOWES COS INC

SOLE
COM
Shares22.79K
TypeSH
Market value$5.39M
1.62%
Sole
10.33K
Shared
0.00
None
12.46K

AMAZON COM INC

SOLE
COM
Shares25.77K
TypeSH
Market value$5.37M
1.61%
Sole
10.43K
Shared
0.00
None
15.34K

LOCKHEED MARTIN CORP

SOLE
COM
Shares8.59K
TypeSH
Market value$5.19M
1.56%
Sole
3.71K
Shared
0.00
None
4.88K

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares15.59K
TypeSH
Market value$5.12M
1.54%
Sole
3K
Shared
0.00
None
12.59K

VISA INC

SOLE
COM CL A
Shares16.93K
TypeSH
Market value$5.12M
1.54%
Sole
7.84K
Shared
0.00
None
9.09K

HOME DEPOT INC

SOLE
COM
Shares15.04K
TypeSH
Market value$4.95M
1.49%
Sole
7.60K
Shared
0.00
None
7.45K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares8.23K
TypeSH
Market value$4.75M
1.43%
Sole
1.92K
Shared
0.00
None
6.31K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares7.23K
TypeSH
Market value$4.70M
1.41%
Sole
1.63K
Shared
0.00
None
5.60K
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