Legacy Investment Solutions, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 744 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $12.1M, Proshares Tr Bitcoin Strategy with a value of $11.3M, Goldman Sachs Access Treasury with a value of $10.9M, Neo Volta Inc. with a value of $10.8M, and Simplify ETF Simplify Volatili with a value of $10.6M.
Examining the 13F form we can see an increase of $142M in the current position value.
Legacy Investment Solutions, LLC is based out at Meridian, ID
Below you can find more details about Legacy Investment Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$142 Million
ETFs: $94.8 Million
Industrials: $11.4 Million
Energy: $9.69 Million
Financial Services: $9 Million
Technology: $4.19 Million
Consumer Cyclical: $1.68 Million
Real Estate: $1.05 Million
Communication Services: $707,000
Other: $1.59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
