Legacy Investment Solutions, LLC Portfolio Holdings

Legacy Investment Solutions, LLC

  • $142 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.7B
$5,000 0.0% of portfolio
200
Q3 2024 New
$17.4B
$1,000 0.0% of portfolio
9
Q3 2024 New
$60.1B
$0 0.0% of portfolio
22
Q3 2024 New
$11.6B
$6,000 0.0% of portfolio
97
Q3 2024 New
$89.9B
$0 0.0% of portfolio
5
Q3 2024 New
$11.2B
$1,000 0.0% of portfolio
50
Q3 2024 New
$21.5B
$0 0.0% of portfolio
8
Q3 2024 New
$37.6B
$2,000 0.0% of portfolio
18
Q3 2024 New
$11.5B
$0 0.0% of portfolio
22
Q3 2024 New
$21.4B
$5,000 0.0% of portfolio
58
Q3 2024 New
$95.3B
$0 0.0% of portfolio
6
Q3 2024 New
$11.9B
$0 0.0% of portfolio
2
Q3 2024 New
$55.3B
$1,000 0.0% of portfolio
17
Q3 2024 New
$11.8B
$1,000 0.0% of portfolio
14
Q3 2024 New
$29B
$5,000 0.0% of portfolio
78
Q3 2024 New
$27.3B
$0 0.0% of portfolio
5
Q3 2024 New
$26.3B
$2,000 0.0% of portfolio
15
Q3 2024 New
$47B
$0 0.0% of portfolio
6
Q3 2024 New
$17B
$0 0.0% of portfolio
20
Q3 2024 New
$26.8B
$0 0.0% of portfolio
8
Q3 2024 New
$14.5B
$0 0.0% of portfolio
6
Q3 2024 New
$195B
$3,000 0.0% of portfolio
19
Q3 2024 New
$115B
$3,000 0.0% of portfolio
47
Q3 2024 New
$179B
$1,000 0.0% of portfolio
44
Q3 2024 New
$17.3B
$5,000 0.0% of portfolio
84
Q3 2024 New
$103B
$0 0.0% of portfolio
13
Q3 2024 New
$190B
$7,000 0.0% of portfolio
15
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 744
  • Current Value $142 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 698 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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