Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAMILY LEGACY INC 07-23-2024 06-30-2024 120 279,280,884
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $9,118,915 20,403 0.00 0.00 -468 -2.24 06-30-2024
APPLE INC COM 2 $8,766,844 41,624 0.00 0.00 -181 -0.43 06-30-2024
ELI LILLY & CO COM 3 $7,044,450 7,781 0.00 0.00 -678 -8.02 06-30-2024
JPMORGAN CHASE & CO. COM 4 $6,514,647 32,209 0.00 0.00 -1,075 -3.23 06-30-2024
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