Legacy Investment Solutions, LLC New Holdings in Q3 2024

Legacy Investment Solutions, LLC

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
153
New
$117.9 - $132.65 $18K - $20.3K
153 $18K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
379
New
$41.9 - $48.26 $15.9K - $18.3K
379 $18K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
355
New
$46.17 - $51.13 $16.4K - $18.2K
355 $18K
D
Dominion Energy, Inc

Utilities
321
New
$48.01 - $58.53 $15.4K - $18.8K
321 $18K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
154
New
$105.53 - $118.34 $16.3K - $18.2K
154 $18K
APO
Apollo Global Management, Inc.

Financial Services
150
New
$99.16 - $125.81 $14.9K - $18.9K
150 $18K
HPQ
Hp Inc

Technology
523
New
$32.02 - $38.11 $16.7K - $19.9K
523 $18K
PLTR
Palantir Technologies Inc.

Technology
500
New
$24.09 - $37.95 $12K - $19K
500 $18K
WEC
Wec Energy Group, Inc.

Utilities
194
New
$77.68 - $96.19 $15.1K - $18.7K
194 $18K
EMB
Ishares Tr

ETFs
183
New
$87.75 - $93.74 $16.1K - $17.2K
183 $17K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
792
New
$19.94 - $22.45 $15.8K - $17.8K
792 $17K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
102
New
$147.95 - $191.05 $15.1K - $19.5K
102 $17K
RRC
Range Resources Corp

Energy
566
New
$27.91 - $34.84 $15.8K - $19.7K
566 $17K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
254
New
$63.28 - $70.06 $16.1K - $17.8K
254 $17K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
183
New
$85.03 - $94.56 $15.6K - $17.3K
183 $17K
CRM
Salesforce, Inc.

Technology
63
New
$238.42 - $276.53 $15K - $17.4K
63 $17K
GIS
General Mills Inc

Consumer Defensive
228
New
$62.5 - $75.15 $14.3K - $17.1K
228 $16K
SPSB
Spdr Portfolio Short Term Corp

ETFs
532
New
$29.58 - $30.31 $15.7K - $16.1K
532 $16K
CSX
Csx Corp

Industrials
477
New
$32.48 - $35.45 $15.5K - $16.9K
477 $16K
NFLX
Netflix Inc

Communication Services
23
New
$598.55 - $722.26 $13.8K - $16.6K
23 $16K
HYG
Ishares Tr

ETFs
205
New
$76.72 - $80.36 $15.7K - $16.5K
205 $16K
SBUX
Starbucks Corp

Consumer Cyclical
166
New
$72.51 - $98.6 $12K - $16.4K
166 $16K
RSP
Invesco S&P 500 Equal Weight E

ETFs
93
New
$162.83 - $179.16 $15.1K - $16.7K
93 $16K
FNF
Fidelity National Financial, Inc.

Financial Services
271
New
$48.08 - $62.04 $13K - $16.8K
271 $16K
IAU
Ishares Gold Trust

ETFs
335
New
$44.06 - $50.5 $14.8K - $16.9K
335 $16K
SPGI
S&P Global Inc.

Financial Services
30
New
$446.32 - $527.38 $13.4K - $15.8K
30 $15K
CRK
Comstock Resources Inc

Energy
1.38K
New
$8.14 - $11.5 $11.2K - $15.8K
1.38K $15K
NOC
Northrop Grumman Corp

Industrials
29
New
$423.73 - $533.14 $12.3K - $15.5K
29 $15K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
481
New
$28.08 - $32.61 $13.5K - $15.7K
481 $15K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
1K
New
$13.23 - $16.63 $13.2K - $16.6K
1K $15K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
250
New
$54.2 - $65.22 $13.6K - $16.3K
250 $15K
ABBV
Abb Vie Inc.

Healthcare
77
New
$163.84 - $199.33 $12.6K - $15.3K
77 $15K
PFG
Principal Financial Group Inc

Financial Services
185
New
$72.94 - $87.46 $13.5K - $16.2K
185 $15K
APD
Air Products & Chemicals, Inc.

Basic Materials
50
New
$247.34 - $300.11 $12.4K - $15K
50 $14K
IWP
Ishares Russell Mid Cap Growth

ETFs
124
New
$103.87 - $117.59 $12.9K - $14.6K
124 $14K
DFIV
Dimensional ETF Tr

ETFs
392
New
$34.66 - $38.38 $13.6K - $15K
392 $14K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
336
New
$38.51 - $41.69 $12.9K - $14K
336 $14K
ZTS
Zoetis Inc.

Healthcare
73
New
$172.58 - $196.48 $12.6K - $14.3K
73 $14K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
64
New
$210.25 - $231.86 $13.5K - $14.8K
64 $14K
ES
Eversource Energy

Utilities
211
New
$56.52 - $68.38 $11.9K - $14.4K
211 $14K
MRK
Merck & Co., Inc.

Healthcare
130
New
$111.15 - $128.97 $14.4K - $16.8K
130 $14K
AXP
American Express CO

Financial Services
50
New
$225.92 - $271.17 $11.3K - $13.6K
50 $13K
ITOT
Ishares Core S&P Total U.S. St

ETFs
110
New
$113.41 - $125.62 $12.5K - $13.8K
110 $13K
AWK
American Water Works Company, Inc.

Utilities
89
New
$127.76 - $149.9 $11.4K - $13.3K
89 $13K
PFE
Pfizer Inc

Healthcare
480
New
$27.7 - $31.39 $13.3K - $15.1K
480 $13K
STX
Seagate Technology Holdings PLC

Technology
122
New
$92.1 - $110.76 $11.2K - $13.5K
122 $13K
SON
Sonoco Products CO

Consumer Cyclical
255
New
$48.33 - $56.57 $12.3K - $14.4K
255 $13K
O
Realty Income Corp

Real Estate
200
New
$52.36 - $63.42 $10.5K - $12.7K
200 $12K
MHO
M/I Homes, Inc.

Consumer Cyclical
72
New
$116.02 - $172.21 $8.35K - $12.4K
72 $12K
Activity Summary
Buys All Purchases 698 New Holdings 698 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 3 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