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
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
10
+ 4.44%
$50.5 - $71.23 $505 - $712
235 $15K
TSLA
Tesla, Inc.

Consumer Cyclical
263
+ 29.58%
$221.86 - $362.89 $58.3K - $95.4K
1.15K $365K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
73
+ 486.67%
$65.42 - $80.7 $4.78K - $5.89K
88 $7K
ET
Energy Transfer LP

Energy
341
+ 577.97%
$15.65 - $18.93 $5.34K - $6.46K
400 $7K
SIL
Global X Silver Miners ETF

ETFs
15
+ 4.66%
$33.97 - $49.02 $510 - $735
337 $16K
APP
App Lovin Corp

Technology
17
New
$219.37 - $417.89 $3.73K - $7.1K
17 $5K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
134
New
$35.35 - $42.68 $4.74K - $5.72K
134 $5K
VGT
Vanguard Information Technolog

ETFs
9
New
$470.37 - $663.28 $4.23K - $5.97K
9 $5K
INDA
Ishares Msci India Index Fund

ETFs
90
New
$49.13 - $55.86 $4.42K - $5.03K
90 $5K
DTE
Dte Energy CO

Utilities
10
+ 3.92%
$127.39 - $139.49 $1.27K - $1.39K
265 $35K
ACM
Aecom

Industrials
50
New
$87.19 - $113.06 $4.36K - $5.65K
50 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
47
+ 335.71%
$79.79 - $91.42 $3.75K - $4.3K
61 $5K
BBAX
J P Morgan Betabuilders Develo

ETFs
74
New
$42.69 - $54.65 $3.16K - $4.04K
74 $4K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
126
New
$28.98 - $37.18 $3.65K - $4.68K
126 $4K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113
New
$34.72 - $42.74 $3.92K - $4.83K
113 $4K
RTX
Raytheon Technologies Corp

Industrials
8
+ 8.08%
$113.75 - $148.48 $910 - $1.19K
107 $15K
LPI
Laredo Petroleum, Inc.

Energy
73
+ 187.18%
N/A
112 $5K
DECK
Deckers Outdoor Corp

Consumer Cyclical
45
+ 375.0%
$100.44 - $129.37 $4.52K - $5.82K
57 $5K
DAX
Global X Fds Dax Germany ETF

ETFs
70
New
$34.84 - $44.93 $2.44K - $3.15K
70 $3K
BTEGF
Baytex Energy Corp.

Energy
816
+ 211.4%
N/A
1.2K $4K
PANW
Palo Alto Networks Inc

Technology
3
+ 3.95%
$152.44 - $204.64 $457 - $614
79 $16K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
38
New
$82.17 - $99.96 $3.12K - $3.8K
38 $3K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
80
New
$34.22 - $38.84 $2.74K - $3.11K
80 $3K
AR
Antero Resources Corp

Energy
33
+ 14.86%
$31.92 - $43.78 $1.05K - $1.44K
255 $10K
GROY
Gold Royalty Corp.

Basic Materials
1.4K
New
$1.29 - $2.36 $1.81K - $3.3K
1.4K $3K
RRC
Range Resources Corp

Energy
2
+ 0.35%
$32.1 - $43.23 $64.2 - $86.5
573 $23K
APLD
Applied Blockchain, Inc.

Financial Services
250
New
$3.53 - $13.86 $883 - $3.47K
250 $2K
AXON
Axon Enterprise, Inc.

Industrials
3
New
$497.13 - $827.94 $1.49K - $2.48K
3 $2K
OXLC
Oxford Lane Capital Corp.

Financial Services
556
New
$4.01 - $4.96 $2.23K - $2.76K
556 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
8
+ 50.0%
$104.23 - $134.39 $834 - $1.08K
24 $3K
CDNS
Cadence Design Systems Inc

Technology
4
+ 12.5%
$231.64 - $323.08 $927 - $1.29K
36 $11K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 3.64%
$119.13 - $135.03 $1.07K - $1.22K
256 $31K
ENB
Enbridge Inc

Energy
32
+ 246.15%
$41.09 - $47.16 $1.31K - $1.51K
45 $2K
FXU
First Tr Exchange Traded Fd Ut

ETFs
60
New
$37.86 - $43.29 $2.27K - $2.6K
60 $2K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
105
New
$24.98 - $25.66 $2.62K - $2.69K
105 $2K
EOG
Eog Resources Inc

Energy
18
+ 11.69%
$104.61 - $129.97 $1.88K - $2.34K
172 $20K
DNP
Dnp Select Income Fund Inc

Financial Services
233
New
$8.89 - $9.88 $2.07K - $2.3K
233 $2K
UEC
Uranium Energy Corp

Energy
345
New
$4.0 - $7.05 $1.38K - $2.43K
345 $2K
CCL
Carnival Corp

Consumer Cyclical
100
New
$16.43 - $28.12 $1.64K - $2.81K
100 $2K
XLRE
Select Sector Spdr Tr Real Est

ETFs
57
+ 167.65%
$37.08 - $42.26 $2.11K - $2.41K
91 $3K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
400
New
$2.55 - $3.93 $1.02K - $1.57K
400 $1K
OVV
Ovintiv Inc.

Energy
31
+ 103.33%
$31.18 - $44.14 $967 - $1.37K
61 $2K
SHOP
Shopify Inc.

Technology
16
New
$76.89 - $115.35 $1.23K - $1.85K
16 $1K
FCPT
Four Corners Property Trust, Inc.

Real Estate
45
New
$26.06 - $28.7 $1.17K - $1.29K
45 $1K
MTDR
Matador Resources CO

Energy
24
+ 133.33%
$36.67 - $52.23 $880 - $1.25K
42 $2K
DASH
Door Dash, Inc.

Communication Services
8
New
$163.16 - $246.51 $1.31K - $1.97K
8 $1K
AG
First Majestic Silver Corp

Basic Materials
200
New
$5.24 - $8.55 $1.05K - $1.71K
200 $1K
EMB
Ishares Tr

ETFs
14
+ 280.0%
$86.54 - $92.62 $1.21K - $1.3K
19 $1K
IAU
Ishares Gold Trust

ETFs
20
New
$56.1 - $64.74 $1.12K - $1.29K
20 $1K
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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