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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.14B
$888,000 0.63% of portfolio
65,396
Q3 2024 New
$1.36B
$308,000 0.22% of portfolio
12,108
Q3 2024 New
$675M
$182,000 0.13% of portfolio
16,715
Q3 2024 New
$651M
$129,000 0.09% of portfolio
10,924
Q3 2024 New
$943M
$124,000 0.09% of portfolio
300
Q3 2024 New
$937M
$78,000 0.05% of portfolio
4,861
Q3 2024 New
$1.41B
$30,000 0.02% of portfolio
1,860
Q3 2024 New
$1.23B
$9,000 0.01% of portfolio
200
Q3 2024 New
$834M
$9,000 0.01% of portfolio
300
Q3 2024 New
$1.75B
$9,000 0.01% of portfolio
200
Q3 2024 New
$645M
$11,000 0.01% of portfolio
1,000
Q3 2024 New
$349M
$0 0.0% of portfolio
100
Q3 2024 New
$974M
$0 0.0% of portfolio
75
Q3 2024 New
$1.69B
$0 0.0% of portfolio
3
Q3 2024 New
$1.94B
$0 0.0% of portfolio
8
Q3 2024 New
$330M
$0 0.0% of portfolio
11
Q3 2024 New
$1.78B
$3,000 0.0% of portfolio
142
Q3 2024 New
$714M
$0 0.0% of portfolio
5
Q3 2024 New
$831M
$1,000 0.0% of portfolio
40
Q3 2024 New
$1.73B
$1,000 0.0% of portfolio
300
Q3 2024 New
$383M
$0 0.0% of portfolio
17
Q3 2024 New
$1.81B
$0 0.0% of portfolio
10
Q3 2024 New
$381M
$0 0.0% of portfolio
12
Q3 2024 New
$658M
$0 0.0% of portfolio
25
Q3 2024 New
$1.86B
$2,000 0.0% of portfolio
80
Q3 2024 New
$659M
$5,000 0.0% of portfolio
480
Q3 2024 New
$1.39B
$0 0.0% of portfolio
55
Q3 2024 New
$598M
$3,000 0.0% of portfolio
360
Q3 2024 New
$507M
$0 0.0% of portfolio
70
Q3 2024 New
$1.79B
$0 0.0% of portfolio
23
Q3 2024 New
$544M
$0 0.0% of portfolio
25
Q3 2024 New
$1.85B
$2,000 0.0% of portfolio
115
Q3 2024 New
$443M
$0 0.0% of portfolio
100
Q3 2024 New
$1.27B
$0 0.0% of portfolio
13
Q3 2024 New
$1.05B
$7,000 0.0% of portfolio
258
Q3 2024 New
$362M
$0 0.0% of portfolio
100
Q3 2024 New
$1.11B
$0 0.0% of portfolio
3
Q3 2024 New
$413M
$2,000 0.0% of portfolio
300
Q3 2024 New
$370M
$0 0.0% of portfolio
120
Q3 2024 New
$462M
$1,000 0.0% of portfolio
219
Q3 2024 New
$1.14B
$5,000 0.0% of portfolio
2,500
Q3 2024 New
$315M
$0 0.0% of portfolio
30
Q3 2024 New
$1.26B
$0 0.0% of portfolio
20
Q3 2024 New
$1.99B
$3,000 0.0% of portfolio
250
Q3 2024 New
$802M
$4,000 0.0% of portfolio
400
Q3 2024 New
$538M
$1,000 0.0% of portfolio
85
Q3 2024 New
$454M
$0 0.0% of portfolio
100
Q3 2024 New
$1.34B
$0 0.0% of portfolio
37
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
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