Family Legacy, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 27 January, 2024
Did you know that the holdings of a fund can provide valuable insights? Family Legacy, Inc., a prominent investment company, recently released their 13F holdings comparison for Q3 2023 and Q4 2023. These changes in holdings can shed light on the company's investment strategy and potential market trends. Let's delve into the data and see what this comparison reveals.
1. Microsoft Corporation (MSFT)
- Q3 2023 (SHARES): 23,240
- Q4 2023 (SHARES): 22,649
- Q3 2023 VALUE ($000): 7,337
- Q4 2023 VALUE ($000): 8,517
- Chg %: 16.1
2. Apple Inc. (AAPL)
- Q3 2023 (SHARES): 44,529
- Q4 2023 (SHARES): 44,188
- Q3 2023 VALUE ($000): 7,623
- Q4 2023 VALUE ($000): 8,507
- Chg %: 11.6
3. Vulcan Materials Company (VMC)
- Q3 2023 (SHARES): 26,145
- Q4 2023 (SHARES): 25,640
- Q3 2023 VALUE ($000): 5,281
- Q4 2023 VALUE ($000): 5,820
- Chg %: 10.2
4. JPMorgan Chase & Co. (JPM)
- Q3 2023 (SHARES): 33,951
- Q4 2023 (SHARES): 33,958
- Q3 2023 VALUE ($000): 4,923
- Q4 2023 VALUE ($000): 5,776
- Chg %: 17.3
5. Caterpillar Inc. (CAT)
- Q3 2023 (SHARES): 19,384
- Q4 2023 (SHARES): 19,391
- Q3 2023 VALUE ($000): 5,291
- Q4 2023 VALUE ($000): 5,733
- Chg %: 8.3
6. Eli Lilly & Co. (LLY)
- Q3 2023 (SHARES): 10,158
- Q4 2023 (SHARES): 9,700
- Q3 2023 VALUE ($000): 5,456
- Q4 2023 VALUE ($000): 5,654
- Chg %: 3.6
7. Gallagher Arthur J & Co. (AJG)
- Q3 2023 (SHARES): 25,840
- Q4 2023 (SHARES): 24,772
- Q3 2023 VALUE ($000): 5,889
- Q4 2023 VALUE ($000): 5,570
- Chg %: -5.4
8. Home Depot Inc. (HD)
- Q3 2023 (SHARES): 15,649
- Q4 2023 (SHARES): 15,676
- Q3 2023 VALUE ($000): 4,728
- Q4 2023 VALUE ($000): 5,432
- Chg %: 14.9
9. Lowes Cos Inc. (LOW)
- Q3 2023 (SHARES): 23,865
- Q4 2023 (SHARES): 23,906
- Q3 2023 VALUE ($000): 4,960
- Q4 2023 VALUE ($000): 5,320
- Chg %: 7.3
10. Johnson & Johnson (JNJ)
- Q3 2023 (SHARES): 31,284
- Q4 2023 (SHARES): 31,482
- Q3 2023 VALUE ($000): 4,872
- Q4 2023 VALUE ($000): 4,934
- Chg %: 1.3
These are just a few examples of the changes in holdings reported by Family Legacy, Inc. It's important to note that these figures represent only a portion of their entire portfolio. However, analyzing these specific holdings can provide valuable insights into their investment decisions.
One noticeable trend is the slight decrease in the number of shares held by Family Legacy, Inc. across multiple companies. This reduction in holdings could be interpreted in various ways. It could indicate a reallocation of funds to other investments or a strategic decision to trim positions. Further analysis is required to understand the specific reasons behind these changes.
Another interesting observation is the overall increase in the value of the holdings despite the reduction in shares. This suggests that the remaining shares have increased in value, potentially indicating positive market performance for these companies during the specified period.
It's also worth noting that some holdings experienced significant changes, such as Boeing Co. (BA) with a 39.4% increase in the number of shares held, and Waste Management Inc. Del (WM) with a 19.3% increase in value. These outliers could be indicative of specific opportunities or market conditions that attracted Family Legacy, Inc. and influenced their investment decisions.
Understanding the changes in holdings can be useful for investors seeking to gain insights into market trends and investment strategies. While the data provided here offers a glimpse into Family Legacy, Inc.'s 13F holdings comparison for Q3 2023 and Q4 2023, it's crucial to conduct further research and analysis to make informed investment decisions.
As a leading investment firm, Family Legacy, Inc. continues to make calculated moves in the ever-changing financial landscape. Investors and market enthusiasts eagerly await their next 13F filing, hoping to uncover more valuable insights that could guide their own investment decisions.
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