Legacy Investment Solutions, LLC Purchases in Q2 2025

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 63.64%
$210.28 - $289.91 $32.4K - $44.6K
396 $114K
BME
Black Rock Health Sciences Trust

Financial Services
1.52K
New
$34.86 - $38.42 $53.1K - $58.5K
1.52K $55K
SPMD
Spdr Portfolio

ETFs
866
+ 573.51%
$44.89 - $54.38 $38.9K - $47.1K
1.02K $55K
IR
Ingersoll Rand Inc.

Industrials
543
New
$66.75 - $84.94 $36.2K - $46.1K
543 $45K
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 54.55%
$496.48 - $617.85 $32.8K - $40.8K
187 $115K
PULS
Pgim ETF Tr

ETFs
888
New
$49.39 - $49.76 $43.9K - $44.2K
888 $44K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
669
New
$50.29 - $64.29 $33.6K - $43K
669 $43K
META
Meta Platforms, Inc.

Communication Services
32
+ 25.4%
$484.66 - $738.09 $15.5K - $23.6K
158 $116K
QUAL
Ishares Msci Usa Quality Facto

ETFs
218
New
$152.42 - $182.82 $33.2K - $39.9K
218 $39K
AMZN
Amazon Com Inc

Consumer Cyclical
179
+ 4.54%
$167.32 - $223.3 $30K - $40K
4.12K $903K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
174
+ 8.9%
$60.61 - $87.72 $10.5K - $15.3K
2.13K $180K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
429
+ 143.0%
$58.41 - $72.69 $25.1K - $31.2K
729 $52K
AVGO
Broadcom Inc.

Technology
10
+ 2.0%
$146.29 - $275.65 $1.46K - $2.76K
510 $140K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
499
+ 24.0%
$47.46 - $55.3 $23.7K - $27.6K
2.58K $142K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
1.6K
New
$11.71 - $19.37 $18.7K - $31K
1.6K $25K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
297
+ 424.29%
$53.75 - $67.21 $16K - $20K
367 $24K
DRI
Darden Restaurants Inc

Consumer Cyclical
94
New
$186.58 - $225.78 $17.5K - $21.2K
94 $20K
SNPS
Synopsys Inc

Technology
39
New
$380.9 - $517.66 $14.9K - $20.2K
39 $19K
IBM
International Business Machines Corp

Technology
28
+ 23.53%
$221.03 - $294.78 $6.19K - $8.25K
147 $43K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
223
+ 825.93%
$59.24 - $71.39 $13.2K - $15.9K
250 $17K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
81
+ 20.2%
$103.65 - $156.51 $8.4K - $12.7K
482 $75K
RING
Ishares Inc Msci Global Gold M

ETFs
355
New
$34.72 - $45.62 $12.3K - $16.2K
355 $15K
SM
Sm Energy CO

Energy
1.57K
+ 90.31%
$20.39 - $30.52 $31.9K - $47.8K
3.3K $81K
XOM
Exxon Mobil Corp

Energy
113
+ 4.91%
$99.93 - $119.04 $11.3K - $13.5K
2.41K $260K
EWJ
Ishares Msci Japan ETF

ETFs
166
New
$61.32 - $75.28 $10.2K - $12.5K
166 $12K
AVDV
American Centy ETF Tr Avantis

ETFs
158
New
$61.76 - $79.32 $9.76K - $12.5K
158 $12K
LGOV
First Tr ETF Iv Long Duration

ETFs
566
New
$20.73 - $21.92 $11.7K - $12.4K
566 $12K
BNDX
Vanguard Total International B

ETFs
222
+ 137.04%
$48.77 - $49.55 $10.8K - $11K
384 $19K
INTC
Intel Corp

Technology
492
+ 3784.62%
$18.13 - $22.69 $8.92K - $11.2K
505 $11K
SOFI
So Fi Technologies, Inc.

Financial Services
80
+ 2.47%
$9.5 - $18.21 $760 - $1.46K
3.32K $60K
EQX
Equinox Gold Corp.

Basic Materials
1.8K
New
$5.68 - $7.31 $10.2K - $13.2K
1.8K $10K
VEEV
Veeva Systems Inc

Healthcare
10
+ 10.0%
$209.39 - $289.94 $2.09K - $2.9K
110 $31K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
375
New
$22.61 - $26.12 $8.48K - $9.8K
375 $9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
159
+ 62.11%
$39.89 - $49.46 $6.34K - $7.86K
415 $20K
ABBV
Abb Vie Inc.

Healthcare
50
+ 625.0%
$170.16 - $206.27 $8.51K - $10.3K
58 $10K
AVUV
American Centy ETF Tr Avantis

ETFs
97
+ 136.62%
$75.17 - $91.21 $7.29K - $8.85K
168 $15K
VO
Vanguard Mid Cap ETF

ETFs
34
+ 680.0%
$228.54 - $279.83 $7.77K - $9.51K
39 $10K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
130
New
$68.13 - $74.77 $8.86K - $9.72K
130 $9K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
774
+ 77.4%
$12.72 - $15.77 $9.85K - $12.2K
1.77K $24K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
135
New
$50.27 - $62.05 $6.79K - $8.38K
135 $8K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
141
+ 25.59%
$45.2 - $46.6 $6.37K - $6.57K
692 $32K
ABT
Abbott Laboratories

Healthcare
58
+ 305.26%
$123.95 - $138.08 $7.19K - $8.01K
77 $10K
IWL
Ishares Tr Russell 200 ETF

ETFs
55
New
$122.36 - $153.12 $6.73K - $8.42K
55 $8K
CEG
Constellation Energy Corp

Utilities
17
+ 85.0%
$170.96 - $322.76 $2.91K - $5.49K
37 $11K
PHYS
Sprott Physical Gold Trust

Financial Services
13
+ 0.93%
$22.82 - $26.29 $297 - $342
1.41K $35K
PWR
Quanta Services, Inc.

Industrials
4
+ 4.21%
$239.47 - $381.26 $958 - $1.53K
99 $37K
VCIT
Vanguard Intermediate Term Cor

ETFs
88
+ 488.89%
$79.56 - $82.92 $7K - $7.3K
106 $8K
VB
Vanguard Small Cap ETF

ETFs
26
+ 162.5%
$193.73 - $237.37 $5.04K - $6.17K
42 $9K
BND
Vanguard Bd Index Fd Inc Total

ETFs
32
+ 1.37%
$72.02 - $73.82 $2.3K - $2.36K
2.37K $174K
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
Track This Portfolio

Track Legacy Investment Solutions, LLC Portfolio

Follow Legacy Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Investment Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email