Family Legacy as of Sept. 30, 2017
Portfolio Holdings for Family Legacy
Family Legacy holds 40 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.7 | $1.9M | 25k | 74.43 | |
| Dowdupont | 4.2 | $1.6M | 24k | 69.24 | |
| Intel Corporation (INTC) | 4.2 | $1.6M | 43k | 38.08 | |
| Apple (AAPL) | 4.1 | $1.6M | 11k | 154.13 | |
| JPMorgan Chase & Co. (JPM) | 4.0 | $1.6M | 16k | 95.50 | |
| Vulcan Materials Company (VMC) | 4.0 | $1.6M | 13k | 119.60 | |
| Home Depot (HD) | 4.0 | $1.6M | 9.5k | 163.43 | |
| Chevron Corporation (CVX) | 3.8 | $1.5M | 13k | 117.50 | |
| Cisco Systems (CSCO) | 3.8 | $1.5M | 45k | 33.60 | |
| Arthur J. Gallagher & Co. (AJG) | 3.8 | $1.5M | 24k | 61.55 | |
| Johnson & Johnson (JNJ) | 3.6 | $1.4M | 11k | 130.00 | |
| Southern Company (SO) | 3.6 | $1.4M | 29k | 49.12 | |
| Coca-Cola Company (KO) | 3.5 | $1.4M | 31k | 45.00 | |
| Duke Energy (DUK) | 3.3 | $1.3M | 16k | 83.85 | |
| Amgen (AMGN) | 3.1 | $1.2M | 6.5k | 186.33 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $1.2M | 15k | 81.92 | |
| Wells Fargo & Company (WFC) | 2.9 | $1.1M | 21k | 55.08 | |
| Merck & Co (MRK) | 2.8 | $1.1M | 17k | 64.00 | |
| General Electric Company | 2.7 | $1.1M | 45k | 24.16 | |
| Pepsi (PEP) | 2.5 | $1.0M | 9.0k | 111.40 | |
| At&t (T) | 2.5 | $980k | 25k | 39.20 | |
| Oracle Corporation (ORCL) | 2.5 | $968k | 20k | 48.40 | |
| Phillips 66 (PSX) | 2.3 | $920k | 10k | 91.54 | |
| National Health Investors (NHI) | 2.3 | $888k | 12k | 77.25 | |
| Caterpillar (CAT) | 1.9 | $748k | 6.0k | 124.67 | |
| Wal-Mart Stores (WMT) | 1.8 | $704k | 9.0k | 78.17 | |
| Procter & Gamble Company (PG) | 1.8 | $699k | 7.7k | 90.96 | |
| Lowe's Companies (LOW) | 1.6 | $640k | 8.0k | 80.00 | |
| Verizon Communications (VZ) | 1.5 | $595k | 12k | 49.59 | |
| Berkshire Hathaway (BRK.A) | 1.4 | $549k | 2.00 | 274500.00 | |
| Medical Properties Trust (MPW) | 1.3 | $512k | 39k | 13.13 | |
| Pfizer (PFE) | 1.3 | $500k | 14k | 35.71 | |
| ConAgra Foods (CAG) | 1.0 | $404k | 12k | 33.67 | |
| Walgreen Boots Alliance (WBA) | 0.9 | $347k | 4.5k | 77.11 | |
| Weyerhaeuser Company (WY) | 0.9 | $338k | 9.9k | 34.07 | |
| GlaxoSmithKline | 0.8 | $325k | 8.0k | 40.62 | |
| Novartis (NVS) | 0.7 | $279k | 3.3k | 85.85 | |
| Starbucks Corporation (SBUX) | 0.7 | $269k | 5.0k | 53.80 | |
| Alibaba Group Holding (BABA) | 0.7 | $254k | 1.5k | 172.67 | |
| Sealed Air (SEE) | 0.6 | $224k | 5.3k | 42.67 |
