Director

0001398344-23-003259.txt : 20230214 0001398344-23-003259.hdr.sgml : 20230214 20230214131725 ACCESSION NUMBER: 0001398344-23-003259 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Family Legacy, Inc. CENTRAL INDEX KEY: 0001706016 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: 23626255 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 12-31-2022 12-31-2022 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 02-13-2023 0 109 228694121 INFORMATION TABLE 2 fp0081992-1_13fhr-table.xml ABBOTT LABS COM 002824100 932992 8405 SH SOLE 0 0 8405 ABBVIE INC COM 00287Y109 1617242 10943 SH SOLE 0 0 10943 ACTIVISION BLIZZARD INC COM 00507V109 2032074 27225 SH SOLE 0 0 27225 ALPHABET INC CAP STK CL A 02079K305 3292612 34579 SH SOLE 0 0 34579 AMAZON COM INC COM 023135106 2624249 27004 SH SOLE 0 0 27004 AMERICAN ELEC PWR CO INC COM 025537101 890351 9641 SH SOLE 0 0 9641 AMERICAN WTR WKS CO INC NEW COM 030420103 589694 3792 SH SOLE 0 0 3792 AMGEN INC COM 031162100 3483622 13579 SH SOLE 0 0 13579 APPLE INC COM 037833100 6859534 48354 SH SOLE 0 0 48354 APPLIED MATLS INC COM 038222105 3221041 28267 SH SOLE 0 0 28267 ARK ETF TR NEXT GNRTN INTER 00214Q401 478495 10253 SH SOLE 0 0 10253 BANK AMERICA CORP COM 060505104 1805069 51766 SH SOLE 0 0 51766 BERKSHIRE HATHAWAY INC DEL CL A 084670108 943315 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1312787 4209 SH SOLE 0 0 4209 BOEING CO COM 097023105 2290468 10770 SH SOLE 0 0 10770 CAPITAL ONE FINL CORP COM 14040H105 858017 7391 SH SOLE 0 0 7391 CATERPILLAR INC COM 149123101 4932089 19084 SH SOLE 0 0 19084 CHUBB LIMITED COM H1467J104 1606847 6993 SH SOLE 0 0 6993 CIGNA CORP NEW COM 125523100 1993887 6358 SH SOLE 0 0 6358 CISCO SYS INC COM 17275R102 1596840 33281 SH SOLE 0 0 33281 CITIGROUP INC COM NEW 172967424 294771 5680 SH SOLE 0 0 5680 COCA COLA CO COM 191216100 4985249 81819 SH SOLE 0 0 81819 CONAGRA BRANDS INC COM 205887102 978499 26346 SH SOLE 0 0 26346 COSTCO WHSL CORP NEW COM 22160K105 3390324 6907 SH SOLE 0 0 6907 CSX CORP COM 126408103 2135542 68778 SH SOLE 0 0 68778 CVS HEALTH CORP COM 126650100 1494238 17426 SH SOLE 0 0 17426 DANAHER CORPORATION COM 235851102 1253483 4767 SH SOLE 0 0 4767 DEERE & CO COM 244199105 3140494 7592 SH SOLE 0 0 7592 DISNEY WALT CO COM 254687106 1631423 15089 SH SOLE 0 0 15089 DOLLAR GEN CORP NEW COM 256677105 731070 3066 SH SOLE 0 0 3066 DUKE ENERGY CORP NEW COM NEW 26441C204 4829605 47620 SH SOLE 0 0 47620 ELECTRONIC ARTS INC COM 285512109 417887 3276 SH SOLE 0 0 3276 ELEVANCE HEALTH INC COM 036752103 3132907 6322 SH SOLE 0 0 6322 FEDEX CORP COM 31428X106 261839 1394 SH SOLE 0 0 1394 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 5166256 287974 SH SOLE 0 0 287974 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 262400 5781 SH SOLE 0 0 5781 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 412681 8585 SH SOLE 0 0 8585 GALLAGHER ARTHUR J & CO COM 363576109 4990780 25315 SH SOLE 0 0 25315 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 391372 5696 SH SOLE 0 0 5696 GENERAL DYNAMICS CORP COM 369550108 2111580 9307 SH SOLE 0 0 9307 GENERAL ELECTRIC CO COM NEW 369604301 1118200 13841 SH SOLE 0 0 13841 GENERAL MTRS CO COM 37045V100 456179 12560 SH SOLE 0 0 12560 GSK PLC SPONSORED ADR 37733W204 225088 6400 SH SOLE 0 0 6400 HOME DEPOT INC COM 437076102 4796119 15117 SH SOLE 0 0 15117 INTUIT COM 461202103 736787 1833 SH SOLE 0 0 1833 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 673897 24968 SH SOLE 0 0 24968 INVESCO QQQ TR UNIT SER 1 46090E103 3465978 12046 SH SOLE 0 0 12046 ISHARES TR RUS MDCP VAL ETF 464287473 292221 2618 SH SOLE 0 0 2618 ISHARES TR MRGSTR MD CP GRW 464288307 2605606 45331 SH SOLE 0 0 45331 ISHARES TR US AER DEF ETF 464288760 1314444 11665 SH SOLE 0 0 11665 ISHARES TR CORE DIV GRWTH 46434V621 3590576 70556 SH SOLE 0 0 70556 JOHNSON & JOHNSON COM 478160104 5177200 30542 SH SOLE 0 0 30542 JPMORGAN CHASE & CO COM 46625H100 4599990 33065 SH SOLE 0 0 33065 LAMB WESTON HLDGS INC COM 513272104 1062779 10871 SH SOLE 0 0 10871 LILLY ELI & CO COM 532457108 3800411 10867 SH SOLE 0 0 10867 LOCKHEED MARTIN CORP COM 539830109 3502812 7713 SH SOLE 0 0 7713 LOWES COS INC COM 548661107 4766944 23128 SH SOLE 0 0 23128 MASTERCARD INCORPORATED CL A 57636Q104 822964 2152 SH SOLE 0 0 2152 MCDONALDS CORP COM 580135101 1323453 4848 SH SOLE 0 0 4848 MEDICAL PPTYS TRUST INC COM 58463J304 1842301 148693 SH SOLE 0 0 148693 MEDTRONIC PLC SHS G5960L103 459233 5656 SH SOLE 0 0 5656 MERCK & CO INC COM 58933Y105 3857527 35524 SH SOLE 0 0 35524 MICROSOFT CORP COM 594918104 5755160 23919 SH SOLE 0 0 23919 MONDELEZ INTL INC CL A 609207105 762239 11727 SH SOLE 0 0 11727 NATIONAL HEALTH INVS INC COM 63633D104 803103 14247 SH SOLE 0 0 14247 NORFOLK SOUTHN CORP COM 655844108 1473717 6065 SH SOLE 0 0 6065 NORTHROP GRUMMAN CORP COM 666807102 2367875 5111 SH SOLE 0 0 5111 NOVARTIS AG SPONSORED ADR 66987V109 301633 3250 SH SOLE 0 0 3250 ORACLE CORP COM 68389X105 3091322 34486 SH SOLE 0 0 34486 PAYCHEX INC COM 704326107 210428 1820 SH SOLE 0 0 1820 PAYPAL HLDGS INC COM 70450Y103 1038108 13124 SH SOLE 0 0 13124 PEPSICO INC COM 713448108 2451720 14260 SH SOLE 0 0 14260 PFIZER INC COM 717081103 1507832 33455 SH SOLE 0 0 33455 PROCTER AND GAMBLE CO COM 742718109 3590817 25337 SH SOLE 0 0 25337 PROLOGIS INC. COM 74340W103 1993851 15863 SH SOLE 0 0 15863 PUBLIC STORAGE COM 74460D109 850856 2911 SH SOLE 0 0 2911 REALTY INCOME CORP COM 756109104 625480 9293 SH SOLE 0 0 9293 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 464818 14898 SH SOLE 0 0 14898 RIO TINTO PLC SPONSORED ADR 767204100 1948534 24393 SH SOLE 0 0 24393 ROBERT HALF INTL INC COM 770323103 509851 6464 SH SOLE 0 0 6464 SCHWAB CHARLES CORP COM 808513105 424724 5362 SH SOLE 0 0 5362 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1900247 22820 SH SOLE 0 0 22820 SOUTHERN CO COM 842587107 2503706 37224 SH SOLE 0 0 37224 SOUTHWEST AIRLS CO COM 844741108 329433 8935 SH SOLE 0 0 8935 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3685501 113750 SH SOLE 0 0 113750 SPDR S&P 500 ETF TR TR UNIT 78462F103 3526646 8809 SH SOLE 0 0 8809 SPDR SER TR S&P DIVID ETF 78464A763 371928 2918 SH SOLE 0 0 2918 STARBUCKS CORP COM 855244109 3142558 29375 SH SOLE 0 0 29375 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2573273 27846 SH SOLE 0 0 27846 THERMO FISHER SCIENTIFIC INC COM 883556102 1111526 1932 SH SOLE 0 0 1932 TORONTO DOMINION BK ONT COM NEW 891160509 1700246 25256 SH SOLE 0 0 25256 TRANSDIGM GROUP INC COM 893641100 1288220 1839 SH SOLE 0 0 1839 TRUIST FINL CORP COM 89832Q109 325864 6680 SH SOLE 0 0 6680 UNION PAC CORP COM 907818108 1673041 8360 SH SOLE 0 0 8360 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 980142 30822 SH SOLE 0 0 30822 UNITED PARCEL SERVICE INC CL B 911312106 628022 3539 SH SOLE 0 0 3539 UNITEDHEALTH GROUP INC COM 91324P102 3764191 7643 SH SOLE 0 0 7643 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 3633023 130029 SH SOLE 0 0 130029 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3737876 48569 SH SOLE 0 0 48569 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2374611 31151 SH SOLE 0 0 31151 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2878002 32575 SH SOLE 0 0 32575 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1718971 10188 SH SOLE 0 0 10188 VANGUARD INDEX FDS MID CAP ETF 922908629 3803409 17619 SH SOLE 0 0 17619 VISA INC COM CL A 92826C839 3805057 16919 SH SOLE 0 0 16919 VULCAN MATLS CO COM 929160109 4679964 26193 SH SOLE 0 0 26193 WALMART INC COM 931142103 3316887 23303 SH SOLE 0 0 23303 WASTE MGMT INC DEL COM 94106L109 1955934 12775 SH SOLE 0 0 12775 WELLS FARGO CO NEW COM 949746101 580352 12800 SH SOLE 0 0 12800 WP CAREY INC COM 92936U109 669089 7905 SH SOLE 0 0 7905