Legacy Investment Solutions, LLC Sells in Q2 2025

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
-1
- 33.33%
$652.83 - $732.78 $653 - $733
2 $1K
NTES
Net Ease, Inc.

Communication Services
-11
- 39.29%
$91.37 - $134.58 $1.01K - $1.48K
17 $2K
CSHI
Shp ETF Tr Neos Enhanced Incom
-123
- 98.4%
N/A
2 $0
IWD
Ishares Russell 1000 Val ETF

ETFs
-2
- 5.41%
$166.82 - $194.23 $334 - $388
35 $6K
MRK
Merck & Co., Inc.

Healthcare
-3
- 15.79%
$73.47 - $87.12 $220 - $261
16 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8
- 61.54%
$63.54 - $68.5 $508 - $548
5 $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-15
- 7.28%
$51.1 - $53.29 $767 - $799
191 $10K
OHI
Omega Healthcare Investors Inc

Real Estate
-15
- 57.69%
$35.55 - $39.05 $533 - $586
11 $0
NUE
Nucor Corp

Basic Materials
-1
- 5.26%
$103.22 - $131.43 $103 - $131
18 $2K
PPC
Pilgrims Pride Corp

Consumer Defensive
-8
- 50.0%
$44.55 - $56.26 $356 - $450
8 $0
PRDO
Perdoceo Education Corp

Consumer Defensive
-24
- 14.46%
$24.24 - $34.1 $582 - $818
142 $4K
Innovator Etfs Trust
-169
- 26.95%
N/A
458 $0
LPX
Louisiana Pacific Corp

Industrials
-3
- 50.0%
$81.16 - $95.48 $243 - $286
3 $0
PCAR
Paccar Inc

Industrials
-3
- 60.0%
$86.4 - $99.09 $259 - $297
2 $0
Lightbridge Corp
-100
- 33.33%
N/A
200 $0
HWM
Howmet Aerospace Inc.

Industrials
-3
- 50.0%
$112.33 - $186.13 $337 - $558
3 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-4
- 57.14%
$50.56 - $59.57 $202 - $238
3 $0
IDEV
Ishares Core Msci Intl Develop

ETFs
-61
- 12.42%
$61.79 - $76.67 $3.77K - $4.68K
430 $32K
CSCO
Cisco Systems, Inc.

Technology
-50
- 11.11%
$53.19 - $69.38 $2.66K - $3.47K
400 $27K
ETN
Eaton Corp PLC

Industrials
-15
- 5.68%
$246.52 - $356.99 $3.7K - $5.35K
249 $88K
VZ
Verizon Communications Inc

Communication Services
-42
- 4.73%
$41.67 - $45.62 $1.75K - $1.92K
846 $36K
MO
Altria Group, Inc.

Consumer Defensive
-27
- 4.85%
$55.56 - $60.91 $1.5K - $1.64K
530 $31K
AMD
Advanced Micro Devices Inc

Technology
-53
- 11.57%
$78.21 - $143.81 $4.15K - $7.62K
405 $57K
BA
Boeing CO

Industrials
-20
- 9.8%
$136.59 - $217.51 $2.73K - $4.35K
184 $38K
CHKP
Check Point Software Technologies LTD

Technology
-5
- 4.24%
$204.26 - $233.47 $1.02K - $1.17K
113 $25K
GE
General Electric CO

Industrials
-3
- 6.82%
$166.81 - $257.39 $500 - $772
41 $10K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 1.49%
$421.16 - $509.5 $421 - $510
66 $29K
CRK
Comstock Resources Inc

Energy
-346
- 25.15%
$17.12 - $30.74 $5.92K - $10.6K
1.03K $28K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 3.7%
$321.63 - $509.31 $322 - $509
26 $13K
EQT
Eqt Corp

Energy
-1
- 0.32%
$46.11 - $60.44 $46.1 - $60.4
316 $18K
DIS
Walt Disney CO

Communication Services
-20
- 4.46%
$81.72 - $124.01 $1.63K - $2.48K
428 $53K
COF
Capital One Financial Corp

Financial Services
-3
- 2.07%
$150.57 - $212.76 $452 - $638
142 $30K
KLAC
Kla Corp

Technology
-6
- 15.0%
$576.53 - $902.94 $3.46K - $5.42K
34 $30K
MU
Micron Technology Inc

Technology
-3
- 2.56%
$64.72 - $127.91 $194 - $384
114 $14K
HCA
Hca Healthcare, Inc.

Healthcare
-26
- 13.61%
$317.61 - $387.52 $8.26K - $10.1K
165 $63K
T
At&T Inc.

Communication Services
-26
- 2.33%
$26.33 - $28.94 $685 - $752
1.09K $31K
UBER
Uber Technologies, Inc

Technology
-93
- 16.46%
$64.62 - $93.3 $6.01K - $8.68K
472 $44K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-9
- 2.09%
$141.37 - $228.57 $1.27K - $2.06K
421 $95K
INTU
Intuit Inc

Technology
-10
- 8.47%
$544.07 - $787.63 $5.44K - $7.88K
108 $85K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-18
- 2.31%
$273.67 - $366.17 $4.93K - $6.59K
762 $279K
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
-1.07K
- 5.27%
$30.65 - $38.74 $32.6K - $41.3K
19.2K $742K
ORCL
Oracle Corp

Technology
-1
- 0.2%
$122.82 - $218.63 $123 - $219
493 $107K
MSFT
Microsoft Corp

Technology
-92
- 8.09%
$354.56 - $497.45 $32.6K - $45.8K
1.05K $519K
MSTR
Microstrategy Inc

Technology
-653
- 8.75%
$237.95 - $421.61 $155K - $275K
6.81K $2.75M
Activity Summary
Buys All Purchases 234 New Holdings 108 Increased Positions 126 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 4 Puts 1
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