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  Name: My Legacy Advisors LLC
  City: BEND
  State: OR
  Zip: 97703
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $276,887,000
  Total Value Change : $30,993,000
  Securities Held Change : 5
   
All Securities Held : 204
  New Positions : 14
  Closed Positions : 11
  Increased Positions : 107
  Unchanged Positions : 6
  Decreased Positions : 77

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EPS)1 Year Chart         EPS WisdomTree Earnings 500 206 Closed $55.92 $0 0 0% -461,000 -10,087 0    Closed - End Fund - Debt
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 212 Closed $240.63 $0 0 0% -852,000 -3,310 0    Medical Instruments &...
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 205 Closed $110.14 $0 0 0% -211,000 -2,372 0    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 211 Closed $38.96 $0 0 0% -754,000 -17,513 0    CATV Systems
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 204 Closed $29.02 $0 0 0% -591,000 -8,552 0    Medical Appliances & ...
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 210 Closed $136.66 $0 0 0% -266,000 -2,032 0    REIT - Diversified
   (PACB)1 Year Chart         PACB Pacific Biosciences Of Cali... 209 Closed $2.01 $0 0 0% -74,000 -10,000 0    Biotechnology
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 208 Closed $41.62 $0 0 0% -416,000 -11,716 0    N/A
   (LDEM)1 Year Chart         LDEM Ishares Esg Msci Em Leaders... 214 Closed $0.00 $0 0 0% -266,000 -6,353 0    N/A
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 207 Closed $47.00 $0 0 0% -311,000 -6,737 0    Closed - End Fund - E...
   (AGR)1 Year Chart         AGR Avangrid Inc 213 Closed $35.60 $0 0 0% -242,000 -7,877 0    N/A

      11 Records Found
  1    
Page 1 of 1
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