Legacy Investment Solutions, LLC Reduced Holdings in Q2 2025

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-45
- 63.38%
$151.47 - $375.07 $6.82K - $16.9K
26 $9K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 53.57%
$451.58 - $565.94 $6.77K - $8.49K
13 $7K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-216
- 78.83%
$25.48 - $31.98 $5.5K - $6.91K
58 $1K
WFC
Wells Fargo & Company

Financial Services
-104
- 74.29%
$60.98 - $80.12 $6.34K - $8.33K
36 $2K
ELV
Elevance Health, Inc.

Healthcare
-18
- 90.0%
$372.27 - $452.69 $6.7K - $8.15K
2 $0
PG
Procter & Gamble CO

Consumer Defensive
-31
- 23.48%
$157.66 - $172.39 $4.89K - $5.34K
101 $16K
CRM
Salesforce, Inc.

Technology
-4
- 4.88%
$236.26 - $291.15 $945 - $1.16K
78 $21K
VICI
Vici Properties Inc.

Real Estate
-212
- 84.8%
$29.41 - $32.97 $6.23K - $6.99K
38 $1K
XLE
Energy Sector Spdr

ETFs
-58
- 25.78%
$76.44 - $94.13 $4.43K - $5.46K
167 $14K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 6.8%
$335.24 - $380.78 $2.35K - $2.67K
96 $35K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-99
- 57.89%
$50.36 - $50.68 $4.99K - $5.02K
72 $3K
LOW
Lowes Companies Inc

Consumer Cyclical
-8
- 9.09%
$210.83 - $235.28 $1.69K - $1.88K
80 $17K
MDT
Medtronic PLC

Healthcare
-54
- 64.29%
$80.68 - $88.86 $4.36K - $4.8K
30 $2K
UTHR
United Therapeutics Corp

Healthcare
-7
- 21.21%
$276.47 - $328.4 $1.94K - $2.3K
26 $7K
BALT
Innovator Etfs Tr
-181
- 6.79%
$30.33 - $32.1 $5.49K - $5.81K
2.49K $79K
BLDR
Builders First Source, Inc.

Industrials
-11
- 15.71%
$105.63 - $131.12 $1.16K - $1.44K
59 $6K
EBAY
Ebay Inc

Consumer Cyclical
-66
- 75.0%
$59.52 - $79.36 $3.93K - $5.24K
22 $1K
PCTY
Paylocity Holding Corp

Technology
-22
- 95.65%
$172.54 - $201.04 $3.8K - $4.42K
1 $0
MHO
M/I Homes, Inc.

Consumer Cyclical
-12
- 14.29%
$103.9 - $115.72 $1.25K - $1.39K
72 $8K
KBH
Kb Home

Consumer Cyclical
-20
- 21.28%
$50.15 - $58.93 $1K - $1.18K
74 $3K
MATX
Matson, Inc.

Industrials
-14
- 31.11%
$93.11 - $132.21 $1.3K - $1.85K
31 $3K
BCC
Boise Cascade CO

Basic Materials
-15
- 34.09%
$83.96 - $102.07 $1.26K - $1.53K
29 $2K
UNP
Union Pacific Corp

Industrials
-15
- 13.04%
$208.27 - $238.46 $3.12K - $3.58K
100 $23K
TFII
Tfi International Inc.

Industrials
-11
- 23.91%
$73.75 - $91.79 $811 - $1.01K
35 $3K
ACN
Accenture PLC

Technology
-5
- 38.46%
$279.23 - $323.21 $1.4K - $1.62K
8 $2K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-90
- 67.16%
$21.9 - $25.54 $1.97K - $2.3K
44 $1K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-825
- 2.8%
$0.56 - $0.94 $462 - $776
28.7K $20K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7
- 28.0%
$212.1 - $244.27 $1.48K - $1.71K
18 $3K
SWKS
Skyworks Solutions, Inc.

Technology
-10
- 28.57%
$49.2 - $74.95 $492 - $750
25 $1K
BAC
Bank Of America Corp

Financial Services
-50
- 56.18%
$34.39 - $47.46 $1.72K - $2.37K
39 $1K
JXN
Jackson Financial Inc.

Financial Services
-25
- 22.12%
$70.35 - $89.5 $1.76K - $2.24K
88 $7K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-17
- 39.53%
$144.63 - $179.53 $2.46K - $3.05K
26 $4K
SANM
Sanmina Corp

Technology
-24
- 32.88%
$67.3 - $98.07 $1.62K - $2.35K
49 $4K
TM
Toyota Motor Corp

Consumer Cyclical
-4
- 23.53%
$158.63 - $195.39 $635 - $782
13 $2K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-3
- 42.86%
$139.81 - $165.8 $419 - $497
4 $0
ORI
Old Republic International Corp

Financial Services
-27
- 55.1%
$35.25 - $39.79 $952 - $1.07K
22 $0
OMC
Omnicom Group Inc.

Communication Services
-6
- 9.38%
$69.22 - $79.77 $415 - $479
58 $4K
WSM
Williams Sonoma Inc

Consumer Cyclical
-5
- 38.46%
$137.62 - $174.44 $688 - $872
8 $1K
ON
On Semiconductor Corp

Technology
-6
- 8.82%
$31.95 - $54.21 $192 - $325
62 $3K
OGE
Oge Energy Corp.

Utilities
-21
- 48.84%
$42.23 - $46.38 $887 - $974
22 $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 20.0%
$390.26 - $489.06 $390 - $489
4 $1K
NIO
Nio Inc.

Consumer Cyclical
-100
- 40.0%
$3.14 - $4.31 $314 - $431
150 $0
PFGC
Performance Food Group CO

Consumer Defensive
-10
- 16.39%
$71.62 - $89.56 $716 - $896
51 $4K
NMIH
Nmi Holdings, Inc.

Financial Services
-23
- 54.76%
$32.79 - $42.24 $754 - $972
19 $0
MTG
Mgic Investment Corp

Financial Services
-93
- 21.33%
$22.43 - $28.1 $2.09K - $2.61K
343 $9K
TGNA
Tegna Inc

Communication Services
-45
- 50.56%
$15.42 - $18.98 $694 - $854
44 $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
-5
- 50.0%
$90.5 - $114.3 $453 - $572
5 $0
ZBRA
Zebra Technologies Corp

Technology
-2
- 50.0%
$213.54 - $309.26 $427 - $619
2 $0
PHM
Pultegroup Inc

Consumer Cyclical
-8
- 40.0%
$92.02 - $106.54 $736 - $852
12 $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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