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
SRE
Sempra Energy

Utilities
-4
- 7.84%
$63.78 - $78.91 $255 - $316
47 $3K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-20
- 11.24%
$53.93 - $61.5 $1.08K - $1.23K
158 $9K
LYV
Live Nation Entertainment, Inc.

Communication Services
-8
- 72.73%
$118.81 - $151.28 $950 - $1.21K
3 $0
DHI
Horton D R Inc

Consumer Cyclical
-4
- 40.0%
$115.1 - $129.63 $460 - $519
6 $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-16
- 61.54%
$38.28 - $61.65 $612 - $986
10 $0
CNX
Cnx Resources Corp

Energy
-23
- 41.07%
$28.13 - $34.85 $647 - $802
33 $1K
INVA
Innoviva, Inc.

Healthcare
-43
- 53.75%
$17.1 - $21.8 $735 - $937
37 $0
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5
- 20.83%
$113.67 - $150.4 $568 - $752
19 $2K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-20
- 14.81%
$47.91 - $70.14 $958 - $1.4K
115 $5K
GMED
Globus Medical Inc

Healthcare
-12
- 35.29%
$55.82 - $75.5 $670 - $906
22 $1K
ENPH
Enphase Energy, Inc.

Technology
-21
- 95.45%
$34.56 - $62.52 $726 - $1.31K
1 $0
NSIT
Insight Enterprises Inc

Technology
-6
- 66.67%
$128.11 - $147.65 $769 - $886
3 $0
SXI
Standex International Corp

Industrials
-3
- 17.65%
$130.91 - $162.93 $393 - $489
14 $2K
IDCC
Inter Digital, Inc.

Communication Services
-4
- 50.0%
$183.37 - $234.7 $733 - $939
4 $0
AFL
Aflac Inc

Financial Services
-9
- 28.13%
$99.77 - $112.45 $898 - $1.01K
23 $2K
FDX
Fedex Corp

Industrials
-3
- 37.5%
$198.07 - $245.17 $594 - $736
5 $1K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-19
- 11.45%
$52.31 - $63.72 $994 - $1.21K
147 $9K
Simplify Exchange Traded Fun
-5.63K
- 22.74%
N/A
19.1K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-11
- 20.37%
$19.1 - $23.83 $210 - $262
43 $1K
ENVA
Enova International, Inc.

Financial Services
-7
- 28.0%
$85.91 - $111.52 $601 - $781
18 $2K
RS
Reliance Steel & Aluminum CO

Basic Materials
-4
- 36.36%
$262.08 - $316.81 $1.05K - $1.27K
7 $2K
Ge Healthcare Technologies I
-91
- 92.86%
N/A
7 $0
SPXV
Proshares Tr S&P 500 Ex Health
-66
- 37.5%
N/A
110 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1
- 7.69%
$7.69 - $11.46 $7.69 - $11.5
12 $0
BUCK
Simplify Exchange Traded Fds S
-6.69K
- 23.14%
N/A
22.2K $0
Sitio Royalties Corp
-2.17K
- 36.55%
N/A
3.76K $0
VST
Vistra Corp.

Utilities
-10
- 29.41%
$98.07 - $195.04 $981 - $1.95K
24 $4K
Arista Networks Inc
-52
- 27.81%
N/A
135 $0
ASML
Asml Holding Nv

Technology
-14
- 13.73%
$595.37 - $815.24 $8.34K - $11.4K
88 $70K
Beneficient
-80
- 3.23%
N/A
2.4K $0
WRB
Berkley W R Corp

Financial Services
-14
- 20.9%
$64.28 - $75.17 $900 - $1.05K
53 $3K
Tko Group Holdings Inc
-5
- 55.56%
N/A
4 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1
- 5.88%
$107.83 - $119.94 $108 - $120
16 $1K
Calamos ETF Tr
-8.52K
- 81.67%
N/A
1.91K $0
CARS
Cars.Com Inc.

Consumer Cyclical
-17
- 56.67%
$10.05 - $12.1 $171 - $206
13 $0
Proshares Tr
-111
- 66.47%
N/A
56 $0
Super Micro Computer Inc
-91
- 23.27%
N/A
300 $0
DSMC
ETF Ser Solutions Distillate S
-7.16K
- 43.68%
N/A
9.23K $0
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-17
- 48.57%
$21.4 - $26.31 $364 - $447
18 $0
CTSH
Cognizant Technology Solutions Corp

Technology
-5
- 21.74%
$66.47 - $81.81 $332 - $409
18 $1K
CORT
Corcept Therapeutics Inc

Healthcare
-11
- 39.29%
$62.24 - $91.93 $685 - $1.01K
17 $1K
NFTY
First Tr Alphadex Fd Ii India
-8
- 80.0%
N/A
2 $0
First Tr Exchng Traded Fd Vi
-2.3K
- 30.37%
N/A
5.27K $0
Lightbridge Corp
-100
- 33.33%
N/A
200 $0
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-21
- 5.06%
$50.09 - $51.09 $1.05K - $1.07K
394 $20K
NTES
Net Ease, Inc.

Communication Services
-11
- 39.29%
$91.37 - $134.58 $1.01K - $1.48K
17 $2K
CSHI
Shp ETF Tr Neos Enhanced Incom
-123
- 98.4%
N/A
2 $0
COOP
Mr. Cooper Group Inc.

Financial Services
-3
- 50.0%
$107.26 - $155.96 $322 - $468
3 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8
- 61.54%
$63.54 - $68.5 $508 - $548
5 $0
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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