Director

0001398344-24-007632.txt : 20240424 0001398344-24-007632.hdr.sgml : 20240424 20240424134055 ACCESSION NUMBER: 0001398344-24-007632 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Legacy, Inc. CENTRAL INDEX KEY: 0001706016 ORGANIZATION NAME: IRS NUMBER: 571025291 STATE OF INCORPORATION: SC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18022 FILM NUMBER: 24869493 BUSINESS ADDRESS: STREET 1: 900 PENDLETON STREET STREET 2: SUITE 200 CITY: GREENVILLE STATE: SC ZIP: 29601 BUSINESS PHONE: (864)233-0808 MAIL ADDRESS: STREET 1: 900 PENDLETON STREET STREET 2: SUITE 200 CITY: GREENVILLE STATE: SC ZIP: 29601 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001706016 XXXXXXXX 03-31-2024 03-31-2024 false Family Legacy, Inc.

900 PENDLETON STREET SUITE 200 GREENVILLE SC 29601

13F HOLDINGS REPORT 028-18022 000110945 801-49710 N Patrice L. Sebastian Director 864-233-0808 /s/ Patrice L. Sebastian Greenville SC 04-23-2024 0 119 278151749 INFORMATION TABLE 2 fp0088101-1_13fhr-table.xml AFLAC INC COM 001055102 214650 2500 SH SOLE 2500 0 0 ABBOTT LABS COM 002824100 982060 8640 SH SOLE 2134 0 6506 AMAZON COM INC COM 023135106 5049077 27991 SH SOLE 11045 0 16946 AMERICAN ELEC PWR CO INC COM 025537101 493615 5733 SH SOLE 1498 0 4235 AMERICAN WTR WKS CO INC NEW COM 030420103 466476 3817 SH SOLE 460 0 3357 AMGEN INC COM 031162100 3619182 12729 SH SOLE 7622 0 5107 ELEVANCE HEALTH INC COM 036752103 3410993 6578 SH SOLE 2230 0 4349 APPLE INC COM 037833100 7168719 41805 SH SOLE 19987 0 21818 APPLIED MATLS INC COM 038222105 5866036 28444 SH SOLE 17641 0 10803 BANK AMERICA CORP COM 060505104 2179698 57481 SH SOLE 15578 0 41904 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1268880 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1994947 4744 SH SOLE 957 0 3787 BOEING CO COM 097023105 2335704 12103 SH SOLE 5693 0 6410 THE CIGNA GROUP COM 125523100 2295765 6321 SH SOLE 1916 0 4406 CSX CORP COM 126408103 2537609 68455 SH SOLE 19667 0 48788 CVS HEALTH CORP COM 126650100 1570196 19687 SH SOLE 4481 0 15206 CATERPILLAR INC COM 149123101 6566461 17920 SH SOLE 8903 0 9017 CHEVRON CORP NEW COM 166764100 1157086 7335 SH SOLE 5198 0 2137 CITIGROUP INC COM NEW 172967424 400284 6330 SH SOLE 3013 0 3317 COCA COLA CO COM 191216100 4958779 81052 SH SOLE 55189 0 25863 CONAGRA BRANDS INC COM 205887102 775005 26147 SH SOLE 18462 0 7685 DANAHER CORPORATION COM 235851102 1387004 5554 SH SOLE 1561 0 3993 DARDEN RESTAURANTS INC COM 237194105 705628 4222 SH SOLE 1798 0 2424 DEERE & CO COM 244199105 3254020 7922 SH SOLE 2112 0 5810 DISNEY WALT CO COM 254687106 1604421 13112 SH SOLE 4448 0 8664 DOLLAR GEN CORP NEW COM 256677105 703712 4509 SH SOLE 1196 0 3313 ELECTRONIC ARTS INC COM 285512109 451476 3403 SH SOLE 1619 0 1784 FIFTH THIRD BANCORP COM 316773100 306080 8226 SH SOLE 527 0 7699 FIRST SOLAR INC COM 336433107 835560 4950 SH SOLE 2843 0 2107 GALLAGHER ARTHUR J & CO COM 363576109 5753918 23012 SH SOLE 12481 0 10531 GENERAL DYNAMICS CORP COM 369550108 2560216 9063 SH SOLE 4408 0 4655 GENERAL ELECTRIC CO COM NEW 369604301 2371482 13510 SH SOLE 6571 0 6940 HOME DEPOT INC COM 437076102 5643773 14713 SH SOLE 7608 0 7105 INTUIT COM 461202103 1452697 2235 SH SOLE 826 0 1409 ISHARES TR RUS MDCP VAL ETF 464287473 312573 2494 SH SOLE 2494 0 0 ISHARES TR ISHARES SEMICDTR 464287523 2142204 9482 SH SOLE 1557 0 7925 ISHARES TR MRGSTR MD CP GRW 464288307 2990045 42304 SH SOLE 7247 0 35057 ISHARES TR US AER DEF ETF 464288760 1576785 11952 SH SOLE 2093 0 9859 JOHNSON & JOHNSON COM 478160104 4968204 31407 SH SOLE 18133 0 13274 KROGER CO COM 501044101 205385 3595 SH SOLE 1718 0 1877 LAMB WESTON HLDGS INC COM 513272104 1212557 11382 SH SOLE 7526 0 3856 ELI LILLY & CO COM 532457108 6580436 8459 SH SOLE 3247 0 5212 LOCKHEED MARTIN CORP COM 539830109 3772820 8294 SH SOLE 3677 0 4618 LOWES COS INC COM 548661107 5857817 22996 SH SOLE 11189 0 11807 MCDONALDS CORP COM 580135101 1357054 4813 SH SOLE 1297 0 3516 MICROSOFT CORP COM 594918104 8780654 20871 SH SOLE 9178 0 11693 MONDELEZ INTL INC CL A 609207105 811143 11588 SH SOLE 4626 0 6962 NORFOLK SOUTHN CORP COM 655844108 1537148 6031 SH SOLE 2473 0 3558 NORTHROP GRUMMAN CORP COM 666807102 2763320 5773 SH SOLE 1932 0 3841 NOVO-NORDISK A S ADR 670100205 2145307 16708 SH SOLE 4853 0 11855 PAYCHEX INC COM 704326107 251740 2050 SH SOLE 275 0 1775 PEPSICO INC COM 713448108 2633899 15050 SH SOLE 7317 0 7733 PROCTER AND GAMBLE CO COM 742718109 4347396 26794 SH SOLE 8300 0 18494 REALTY INCOME CORP COM 756109104 524203 9690 SH SOLE 4171 0 5519 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 444652 14748 SH SOLE 0 0 14748 RIO TINTO PLC SPONSORED ADR 767204100 1666675 26148 SH SOLE 11600 0 14548 ROBERT HALF INC. COM 770323103 568963 7177 SH SOLE 2380 0 4797 SCHWAB CHARLES CORP COM 808513105 456465 6310 SH SOLE 5139 0 1171 SOUTHERN CO COM 842587107 2638116 36773 SH SOLE 22512 0 14261 SOUTHWEST AIRLS CO COM 844741108 210606 7215 SH SOLE 4300 0 2915 STARBUCKS CORP COM 855244109 2762514 30228 SH SOLE 11674 0 18554 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4070667 29920 SH SOLE 15530 0 14391 THERMO FISHER SCIENTIFIC INC COM 883556102 1376351 2368 SH SOLE 765 0 1603 TORONTO DOMINION BK ONT COM NEW 891160509 1591047 26351 SH SOLE 8726 0 17624 TRACTOR SUPPLY CO COM 892356106 310204 1185 SH SOLE 81 0 1104 TRANSDIGM GROUP INC COM 893641100 2537273 2060 SH SOLE 511 0 1549 UNION PAC CORP COM 907818108 2124312 8638 SH SOLE 3047 0 5591 UNITED PARCEL SERVICE INC CL B 911312106 528224 3554 SH SOLE 844 0 2710 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3947136 52349 SH SOLE 9446 0 42904 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2132732 27817 SH SOLE 4243 0 23574 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3110572 35969 SH SOLE 10597 0 25372 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1941564 10119 SH SOLE 1723 0 8396 VANGUARD INDEX FDS MID CAP ETF 922908629 4661113 18655 SH SOLE 3381 0 15274 VULCAN MATLS CO COM 929160109 6491359 23785 SH SOLE 12907 0 10878 WALMART INC COM 931142103 4162868 69185 SH SOLE 34639 0 34547 WELLS FARGO CO NEW COM 949746101 741888 12800 SH SOLE 12000 0 800 INVESCO QQQ TR UNIT SER 1 46090E103 4257356 9588 SH SOLE 2165 0 7423 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 4854382 280276 SH SOLE 72642 0 207635 ABBVIE INC COM 00287Y109 1970475 10821 SH SOLE 2820 0 8001 ALPHABET INC CAP STK CL A 02079K305 5013493 33217 SH SOLE 13733 0 19484 AMERICAN TOWER CORP NEW COM 03027X100 268130 1357 SH SOLE 47 0 1310 CAPITAL ONE FINL CORP COM 14040H105 1179204 7920 SH SOLE 4039 0 3881 CISCO SYS INC COM 17275R102 1638888 32837 SH SOLE 21794 0 11043 COMCAST CORP NEW CL A 20030N101 236388 5453 SH SOLE 1220 0 4233 COSTCO WHSL CORP NEW COM 22160K105 4627016 6316 SH SOLE 2450 0 3866 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2003713 54523 SH SOLE 13112 0 41411 DUKE ENERGY CORP NEW COM NEW 26441C204 4800478 49638 SH SOLE 29107 0 20531 FEDEX CORP COM 31428X106 437267 1509 SH SOLE 418 0 1091 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 228324 4941 SH SOLE 3381 0 1560 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 412248 8544 SH SOLE 5121 0 3423 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 1170836 12879 SH SOLE 5820 0 7059 GENERAL MTRS CO COM 37045V100 592271 13060 SH SOLE 2867 0 10193 GSK PLC SPONSORED ADR 37733W204 274368 6400 SH SOLE 6400 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 960971 36195 SH SOLE 12120 0 24075 ISHARES TR CORE DIV GRWTH 46434V621 4108598 70765 SH SOLE 16265 0 54500 ISHARES TR CORE MSCI PAC 46434V696 1480378 23383 SH SOLE 4281 0 19102 JPMORGAN CHASE & CO COM 46625H100 6666839 33284 SH SOLE 17301 0 15983 MASTERCARD INCORPORATED CL A 57636Q104 1094203 2272 SH SOLE 871 0 1401 MEDICAL PPTYS TRUST INC COM 58463J304 770723 163984 SH SOLE 84215 0 79769 MERCK & CO INC COM 58933Y105 4652972 35263 SH SOLE 21613 0 13651 NATIONAL HEALTH INVS INC COM 63633D104 601409 9572 SH SOLE 7058 0 2514 NOVARTIS AG SPONSORED ADR 66987V109 314373 3250 SH SOLE 3250 0 0 NVIDIA CORPORATION COM 67066G104 688513 762 SH SOLE 38 0 724 ORACLE CORP COM 68389X105 4114414 32755 SH SOLE 18704 0 14052 PROLOGIS INC. COM 74340W103 2210646 16976 SH SOLE 4955 0 12021 PUBLIC STORAGE COM 74460D109 837113 2886 SH SOLE 585 0 2301 SPDR S&P 500 ETF TR TR UNIT 78462F103 4150044 7934 SH SOLE 1727 0 6207 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 4058814 113248 SH SOLE 21826 0 91423 SPDR SER TR S&P DIVID ETF 78464A763 334531 2549 SH SOLE 1553 0 996 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2232063 24029 SH SOLE 5529 0 18501 TRUIST FINL CORP COM 89832Q109 260919 6694 SH SOLE 2118 0 4575 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 939363 35690 SH SOLE 11751 0 23939 UNITEDHEALTH GROUP INC COM 91324P102 3835264 7753 SH SOLE 2252 0 5501 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 4019123 138495 SH SOLE 34547 0 103948 VISA INC COM CL A 92826C839 4749491 17018 SH SOLE 7879 0 9140 WP CAREY INC COM 92936U109 402897 7138 SH SOLE 1459 0 5679 WASTE MGMT INC DEL COM 94106L109 3001256 14080 SH SOLE 3658 0 10422 MEDTRONIC PLC SHS G5960L103 310915 3568 SH SOLE 2216 0 1352 CHUBB LIMITED COM H1467J104 1803880 6961 SH SOLE 1966 0 4995