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Family Legacy Financial Solutions, LLC

Q3 2025 Holdings

Filed 2025-10-07 | 258 holdings | $130.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Occidental Pete Corp WT EXP 080327(OXY/WS)Stock674599162$2610.0%
Lucid Group Inc COM New(LCID)Stock549498202$4820.0%
Wolfspeed Inc COM(WOLF)Stock97785W106$5720.0%
Lumen Technologies Inc COM(LUMN)Stock550241103$73120.0%
Viatris Inc COM(VTRS)Stock92556V106$119120.0%
Enphase Energy Inc COM(ENPH)Stock29355A107$17750.0%
Columbia Seligm Prem Tech GRW COM(STK)CEF19842X109$18950.0%
Ipath Series B S&P 500 VIX Short-Term Futures ETN(VXX)ETF06748M196$19960.0%
Opendoor Technologies Inc COM(OPEN)Stock683712103$199250.0%
CVS Health Corp COM(CVS)Stock126650100$25930.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$300100.0%
Patterson-Uti Energy Inc COM(PTEN)Stock703481101$370710.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$45040.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$46520.0%
Hubspot Inc COM(HUBS)Stock443573100$46810.0%
Marketaxess Hldgs Inc COM(MKTX)Stock57060D108$55930.0%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$571220.0%
Genius Sports Limited Shares CL A(GENI)StockG3934V109$619500.0%
Fidelity Enhanced Large Cap Growth ETF(FELG)ETF31609A305$702170.0%
Kura Oncology Inc COM(KURA)Stock50127T109$8851000.0%
Ishares Broad USD Investment Grade Corporate Bond ETF(USIG)ETF464288620$888170.0%
Warner Bros Discovery Inc COM SER A(WBD)Stock934423104$937480.0%
Ishares Msci Eafe MIN VOL Factor ETF(EFAV)ETF46429B689$1.0K120.0%
Cerence Inc COM(CRNC)Stock156727109$1.2K1000.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$1.3K350.0%
Docusign Inc COM(DOCU)Stock256163106$1.4K190.0%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$1.4K140.0%
EOG RES Inc COM(EOG)Stock26875P101$1.5K130.0%
JPMorgan Betabuilders USD High Yield Corporate Bond ETF(BBHY)ETF46641Q878$1.5K320.0%
American Finl Group Inc Ohio COM(AFG)Stock025932104$1.6K110.0%
Bigbear AI Hldgs Inc COM(BBAI)Stock08975B109$1.6K2500.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$1.7K120.0%
WP Carey Inc COM(WPC)REIT92936U109$1.8K260.0%
Block Inc CL A(XYZ)Stock852234103$1.8K250.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$1.8K410.0%
D-Wave Quantum Inc COM(QBTS)Stock26740W109$1.9K750.0%
Lamb Weston Hldgs Inc COM(LW)Stock513272104$1.9K330.0%
Merck & Co Inc COM(MRK)Stock58933Y105$2.0K240.0%
Fundstrat Granny Shots US Large Cap ETF(GRNY)ETF886364231$2.2K890.0%
Deere & Co COM(DE)Stock244199105$2.3K50.0%
Honeywell Intl Inc COM(HON)Stock438516106$2.3K110.0%
Expand Energy Corporation COM(EXE)Stock165167735$2.4K220.0%
Kimberly-Clark Corp COM(KMB)Stock494368103$2.5K200.0%
Wingstop Inc COM(WING)Stock974155103$2.5K100.0%
Kraft Heinz Co COM(KHC)Stock500754106$2.6K1000.0%
Colgate Palmolive Co COM(CL)Stock194162103$2.8K350.0%
US Bancorp del COM New(USB)Stock902973304$2.8K570.0%
Sysco Corp COM(SYY)Stock871829107$2.8K340.0%
Corteva Inc COM(CTVA)Stock22052L104$2.8K420.0%
Rivian Automotive Inc COM CL A(RIVN)Stock76954A103$2.9K2000.0%
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