0001767802-23-000003.txt : 20230714 0001767802-23-000003.hdr.sgml : 20230714 20230714143157 ACCESSION NUMBER: 0001767802-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230714 DATE AS OF CHANGE: 20230714 EFFECTIVENESS DATE: 20230714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: My Legacy Advisors, LLC CENTRAL INDEX KEY: 0001767802 IRS NUMBER: 611909085 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22403 FILM NUMBER: 231088834 BUSINESS ADDRESS: STREET 1: 35 NW HAWTHORNE AVE CITY: BEND STATE: OR ZIP: 97703 BUSINESS PHONE: 541-330-0220 MAIL ADDRESS: STREET 1: 35 NW HAWTHORNE AVE CITY: BEND STATE: OR ZIP: 97703 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001767802 XXXXXXXX 06-30-2023 06-30-2023 My Legacy Advisors, LLC

35 NW HAWTHORNE AVE BEND OR 97703

13F HOLDINGS REPORT 028-22403 000290675 N Michael DeRosa 9204756728 Michael DeRosa Enid OK 07-14-2023 2 210 254412183 false 1 000117198 City National Rochdale, LLC 2 000105146 SEI Investments CO INFORMATION TABLE 2 MyLegacyAdvisorsEWM.xml ABBVIE INC COM 00287Y109 492814 3689 SH SOLE 0 0 0 3689 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1246340 3954 SH SOLE 0 0 0 3954 ADOBE SYSTEMS INCORPORATED COM 00724F101 1844103 3565 SH SOLE 0 0 0 3565 ALPHABET INC CAP STK CL A 02079K305 2472742 19855 SH SOLE 0 0 0 19855 ALTRIA GROUP INC COM 02209S103 670072 14701 SH SOLE 0 0 0 14701 AMAZON COM INC COM 023135106 2709771 20177 SH SOLE 0 0 0 20177 AMERICAN ELEC PWR CO INC COM 025537101 1270099 14552 SH SOLE 0 0 0 14552 AMERICAN EXPRESS CO COM 025816109 459471 2637 SH SOLE 0 0 0 2637 AMERICAN TOWER CORP NEW COM 03027X100 228334 1160 SH SOLE 0 0 0 1160 AMERICAN WTR WKS CO INC NEW COM 030420103 702378 4829 SH SOLE 0 0 0 4829 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1280347 22018 SH SOLE 0 0 0 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