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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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