Legacy Solutions, LLC Portfolio Holdings

Legacy Solutions, LLC

  • $90.8 Billion
  • Q1 2025

Legacy Solutions, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $90.8 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14.2B, Spdr Ser Tr Fds Spdr Portfolio with a value of $7.55B, Ishares Core S&P U.S. Value Et with a value of $6.64B, Ishares Core S&P U.S Growth Et with a value of $6.52B, and Vaneck Morningstar Wide Moat E with a value of $5.53B.

Examining the 13F form we can see an decrease of $989M in the current position value, from $91.8B to 90.8B.

Legacy Solutions, LLC is based out at Kennett Square, PA

Below you can find more details about Legacy Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $90.8 Billion
ETFs: $77 Billion
Technology: $2.94 Billion
Financial Services: $2.79 Billion
Utilities: $1.41 Billion
Healthcare: $669 Million
Consumer Cyclical: $655 Million
Consumer Defensive: $608 Million
Industrials: $572 Million
Other: $1.07 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$773 Million 0.85% of portfolio
3,481
Q1 2025 Added 3.2%
$2.92T
$693 Million 0.76% of portfolio
1,845
Q1 2025 Reduced 2.02%
$271B
$561 Million 0.62% of portfolio
5,180
Q1 2025 Reduced 0.63%
$552B
$397 Million 0.44% of portfolio
1,133
Q1 2025 Added 0.71%
$1.91T
$361 Million 0.4% of portfolio
1,895
Q1 2025 Reduced 2.37%
$384B
$307 Million 0.34% of portfolio
1,803
Q1 2025 Added 0.11%
$967B
$311 Million 0.34% of portfolio
2,011
Q1 2025 Added 0.9%
$258B
$301 Million 0.33% of portfolio
3,423
Q1 2025 Reduced 0.64%
$1.23T
$246 Million 0.27% of portfolio
427
Q1 2025 Added 0.95%
$227B
$226 Million 0.25% of portfolio
1,700
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $90.8 Billion
  • Prior Value $91.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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