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Legacy Investment Solutions

Latest statistics and disclosures from Legacy Investment Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are STEX, NEOV, BITO, BIL, UCON, and represent 46.56% of Legacy Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: STEX (+$23M), ETHU (+$5.7M), NEOV, UCON, JBND, QLD, SSO, CBOA, IEF, USG.
Started 108 new stock positions in ETHE, GROY, EQX, CLS, NRES, ICOW, SVXY, COMP, DUSB, CRCL.
Reduced shares in these 10 stocks: DVN (-$9.8M), Volatility Shs Tr (-$6.4M), JPIE, SVOL, ECC, BIL, GBIL, JAAA, GSY, ICSH.
Sold out of its positions in AMC, ASIX, BFH, APO, ARES, ASAN, AVB, GOLD, BEAM, TECH.
Legacy Investment Solutions was a net buyer of stock by $15M.
Legacy Investment Solutions has $192M in assets under management (AUM), dropping by 22.79%.
Central Index Key (CIK): 0002044858

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Portfolio Holdings for Legacy Investment Solutions

Legacy Investment Solutions holds 741 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Legacy Investment Solutions has 741 total positions. Only the first 250 positions are shown.

Sign up to view all of the Legacy Investment Solutions June 30, 2025 positions
Download the Legacy Investment Solutions June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Biosig Technologies (STEX)	25.4	$49M	+89%	6.8M	7.14	View chart
NeoVo (NEOV)	7.8	$15M	+29%	4.6M	3.30	View chart
Proshares Tr Bitcoin Etf (BITO)	5.7	$11M		511k	21.51	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	4.0	$7.7M	-24%	84k	91.73	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	3.6	$6.9M	+83%	277k	24.89	View chart
Volatility Shs Tr 2x Ether Etf New (ETHU)	3.0	$5.7M	NEW	101k	56.60	View chart
Ishares Tr Ultra Short Dur (ICSH)	2.6	$5.0M	-26%	99k	50.71	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	2.3	$4.4M		182k	24.23	View chart
Eagle Pt Cr (ECC)	2.0	$3.9M	-40%	508k	7.66	View chart
Uscf Etf Tr Gold Strategy (USG)	2.0	$3.8M	+39%	109k	34.78	View chart
Fs Kkr Capital Corp (FSK)	1.8	$3.5M	-3%	168k	20.75	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)	1.6	$3.1M	-23%	5.1k	617.85	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	1.6	$3.0M	-51%	163k	18.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.5	$2.8M	+57%	107k	26.56	View chart
Microstrategy Cl A New (MSTR)	1.4	$2.8M	-8%	6.8k	404.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.2	$2.4M	+58%	71k	33.20	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.2	$2.3M	-52%	23k	100.15	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.2	$2.2M	NEW	42k	53.59	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$2.2M	-31%	47k	47.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.1	$2.2M	+56%	68k	31.80	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.0	$1.9M	+2439%	16k	117.71	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	1.0	$1.9M	+68%	80k	23.56	View chart
Duolingo Cl A Com (DUOL)	1.0	$1.8M		4.5k	410.02	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.9	$1.7M	+19383%	17k	97.72	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$1.6M	-29%	36k	45.89	View chart
Calamos Etf Tr Bitcoin Structur (CBOA)	0.8	$1.4M	NEW	55k	26.20	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.7	$1.4M	+39%	42k	34.19	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.7	$1.4M	-19%	30k	47.60	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.7	$1.4M	+27%	22k	62.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$1.4M	NEW	14k	95.77	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.7	$1.4M	+33%	22k	62.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$1.3M	+45%	15k	83.74	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$1.2M	-64%	23k	50.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.1M	+785%	1.8k	621.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.1M	+35%	3.5k	303.92	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$979k	-18%	8.9k	110.42	View chart
Apple (AAPL)	0.5	$939k	+34%	4.6k	205.16	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.5	$925k	-15%	5.9k	157.99	View chart
Amazon (AMZN)	0.5	$904k	+4%	4.1k	219.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.4	$756k	+32%	30k	24.93	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.4	$742k	-5%	19k	38.74	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$680k	+65%	28k	24.71	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$655k	+66%	29k	22.85	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$620k	+40%	8.2k	75.58	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$590k	+73%	12k	49.10	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$586k	+39%	9.8k	59.87	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.3	$559k	-29%	27k	20.64	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.3	$525k	-23%	22k	23.64	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$521k	+45%	3.7k	139.02	View chart
Microsoft Corporation (MSFT)	0.3	$520k	-8%	1.0k	497.41	View chart
Easterly Govt Pptys Com Shs (DEA)	0.2	$465k	NEW	21k	22.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$446k	NEW	4.5k	99.21	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$442k	+45%	5.4k	81.40	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$442k	+307%	3.4k	131.20	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$441k	+42%	4.6k	95.94	View chart
Simplify Exchange Traded Fun Multi Qis Altern (QIS)	0.2	$420k	-22%	19k	21.99	View chart
Costco Wholesale Corporation (COST)	0.2	$419k	+10%	423.00	989.94	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.2	$417k	+50%	16k	25.63	View chart
Proshares Tr Ii Sht Vix St Trm (SVXY)	0.2	$376k	NEW	8.8k	42.60	View chart
Tesla Motors (TSLA)	0.2	$366k	+29%	1.2k	317.66	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.2	$344k	-8%	82k	4.19	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$341k	NEW	3.4k	100.69	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.2	$300k	-43%	9.2k	32.52	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$299k	-66%	5.4k	55.35	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$294k	-42%	6.2k	47.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$287k	NEW	4.6k	62.02	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$279k	-2%	762.00	366.17	View chart
Trane Technologies SHS (TT)	0.1	$275k	+486%	628.00	437.41	View chart
Tidal Tr Ii Yieldmax Mstr Op (MSTY)	0.1	$267k	NEW	12k	22.17	View chart
Exxon Mobil Corporation (XOM)	0.1	$260k	+4%	2.4k	107.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$206k	+4611%	5.1k	40.49	View chart
Ftai Infrastructure Common Stock (FIP)	0.1	$204k	NEW	33k	6.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$197k		465.00	424.58	View chart
Invesco Qqq Tr Unit Ser 1	0.1	$188k	NEW	341.00	551.65	View chart
Flex Lng SHS (FLNG)	0.1	$186k	-27%	8.5k	21.98	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$181k	+8%	2.1k	84.83	View chart
Parker-Hannifin Corporation (PH)	0.1	$176k		252.00	698.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$175k		2.4k	73.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.1	$168k	-30%	5.3k	31.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$161k	-6%	906.00	177.39	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$161k	NEW	6.1k	26.22	View chart
UnitedHealth (UNH)	0.1	$159k	+504%	508.00	312.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$156k	-9%	884.00	176.23	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$154k	-95%	3.3k	46.32	View chart
BP Sponsored Adr (BP)	0.1	$149k		5.0k	29.93	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.1	$147k	NEW	5.6k	26.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$146k	+230%	2.9k	50.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$145k	+1596%	1.3k	109.27	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$142k	+219%	2.8k	50.00	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$142k	NEW	4.2k	34.03	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$142k	+24%	2.6k	55.09	View chart
Broadcom (AVGO)	0.1	$141k	+2%	510.00	275.65	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$139k	+197%	2.7k	50.65	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$138k	+3%	16k	8.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$137k		281.00	485.77	View chart
Permian Resources Corp Class A Com (PR)	0.1	$128k	-14%	9.4k	13.62	View chart
Palantir Technologies Cl A (PLTR)	0.1	$127k	+25%	932.00	136.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$123k	+13356%	2.2k	57.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$120k	+358%	678.00	176.74	View chart
Meta Platforms Cl A (META)	0.1	$117k	+25%	158.00	738.99	View chart
JPMorgan Chase & Co. (JPM)	0.1	$115k	+63%	396.00	290.23	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$114k	+96%	450.00	253.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$114k	+235%	500.00	226.92	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$112k	+23416%	2.8k	39.82	View chart
Oracle Corporation (ORCL)	0.1	$108k		493.00	218.63	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$104k	+6175%	1.3k	83.00	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.1	$101k	NEW	1.3k	75.51	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.1	$101k	NEW	3.2k	31.81	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$99k	+264%	1.7k	60.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$95k	-2%	421.00	226.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$93k	-26%	1.2k	77.34	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$92k	NEW	1.8k	50.75	View chart
Visa Com Cl A (V)	0.0	$92k		258.00	355.05	View chart
Eaton Corp SHS (ETN)	0.0	$89k	-5%	249.00	356.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$88k	+688%	1.1k	83.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$86k	+223%	194.00	441.72	View chart
Intuit (INTU)	0.0	$85k	-8%	108.00	787.64	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$85k	-23%	1.2k	68.02	View chart
Mackenzie Rlty Cap	0.0	$84k	+7%	125k	0.67	View chart
SM Energy (SM)	0.0	$82k	+90%	3.3k	24.71	View chart
Apa Corporation (APA)	0.0	$81k		4.4k	18.29	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$80k	-6%	2.5k	32.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$79k	NEW	232.00	339.57	View chart
Celestica (CLS)	0.0	$77k	NEW	494.00	156.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$76k	NEW	2.6k	29.57	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.0	$75k	+20%	482.00	156.51	View chart
Cion Invt Corp (CION)	0.0	$74k	-9%	7.7k	9.57	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$71k	-13%	88.00	801.40	View chart
Sitio Royalties Corp Class A Com (STR)	0.0	$69k	-36%	3.8k	18.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$66k		151.00	438.40	View chart
Devon Energy Corporation (DVN)	0.0	$66k	-99%	2.1k	31.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$66k	-27%	586.00	112.47	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$65k	-29%	2.6k	25.38	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$64k	NEW	700.00	91.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$64k		542.00	117.17	View chart
Hca Holdings (HCA)	0.0	$63k	-13%	165.00	383.10	View chart
Us Bancorp Del Call Call Option (Principal) (USB)	0.0	$63k	+56%	1.4k	45.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$62k	-29%	1.1k	56.85	View chart
Oneok (OKE)	0.0	$61k	-24%	745.00	81.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$61k	NEW	993.00	61.21	View chart
Sofi Technologies (SOFI)	0.0	$61k	+2%	3.3k	18.21	View chart
Cantor Equity Partners Shs Cl A (CEP)	0.0	$60k	NEW	2.1k	27.79	View chart
Mastercard Incorporated Cl A (MA)	0.0	$59k		105.00	561.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$58k	+111%	190.00	304.83	View chart
Advanced Micro Devices (AMD)	0.0	$58k	-11%	405.00	141.90	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$56k	-13%	4.0k	13.96	View chart
Public Service Enterprise (PEG)	0.0	$56k		666.00	84.18	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$55k	+573%	1.0k	54.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$55k	-23%	96.00	568.03	View chart
Amplify Etf Tr Amplify Bluestar (ITEQ)	0.0	$54k	NEW	953.00	56.54	View chart
Walt Disney Company (DIS)	0.0	$53k	-4%	428.00	124.01	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$53k	+143%	729.00	72.66	View chart
Civitas Resources Com New (CIVI)	0.0	$53k	+57%	1.9k	27.52	View chart
Citizens Financial (CFG)	0.0	$52k		1.2k	44.75	View chart
NiSource (NI)	0.0	$52k		1.3k	40.34	View chart
Calamos Etf Tr Russell 2000 Str (CPRO)	0.0	$50k	NEW	2.0k	24.95	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.0	$50k	-81%	1.9k	26.31	View chart
Wal-Mart Stores (WMT)	0.0	$49k		505.00	97.78	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$49k		575.00	85.21	View chart
Cintas Corporation (CTAS)	0.0	$48k		216.00	222.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$46k		281.00	164.46	View chart
Ingersoll Rand (IR)	0.0	$45k	NEW	543.00	83.18	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$44k	NEW	888.00	49.76	View chart
Uber Technologies (UBER)	0.0	$44k	-16%	472.00	93.30	View chart
Tidal Tr Ii Roundhill Gener (CHAT)	0.0	$44k	NEW	893.00	48.78	View chart
International Business Machines (IBM)	0.0	$43k	+23%	147.00	294.78	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$43k	NEW	669.00	64.29	View chart
Nxp Semiconductors N V (NXPI)	0.0	$43k	-39%	196.00	218.49	View chart
Bce Com New (BCE)	0.0	$42k		1.9k	22.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$40k	NEW	218.00	182.82	View chart
Metropcs Communications (TMUS)	0.0	$39k		164.00	238.26	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$39k	NEW	704.00	55.47	View chart
Boeing Company (BA)	0.0	$39k	-39%	184.00	209.53	View chart
Citigroup Com New (C)	0.0	$38k		449.00	85.12	View chart
Regions Financial Corporation (RF)	0.0	$38k		1.6k	23.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$38k	-3%	410.00	91.97	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$38k		1.9k	19.72	View chart
Quanta Services (PWR)	0.0	$37k	+4%	99.00	378.08	View chart
Verizon Communications (VZ)	0.0	$37k	-4%	846.00	43.27	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$36k		688.00	52.34	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$36k		1.4k	25.35	View chart
First Tr Exchange-traded Structured Cr In (SCIO)	0.0	$35k	NEW	1.7k	20.67	View chart
Home Depot (HD)	0.0	$35k	-6%	96.00	366.65	View chart
DTE Energy Company (DTE)	0.0	$35k	+3%	265.00	132.46	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$35k		1.1k	31.89	View chart
Williams Companies (WMB)	0.0	$35k		553.00	62.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$33k		249.00	132.14	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$33k	-12%	430.00	76.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$32k	+25%	692.00	46.34	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$32k	+10%	110.00	287.98	View chart
TJX Companies (TJX)	0.0	$32k	+3%	256.00	123.49	View chart
At&t (T)	0.0	$32k	-2%	1.1k	28.94	View chart
Fifth Third Ban (FITB)	0.0	$32k		767.00	41.13	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$31k	NEW	1.5k	20.86	View chart
Entergy Corporation (ETR)	0.0	$31k		374.00	83.12	View chart
Altria (MO)	0.0	$31k	-4%	530.00	58.63	View chart
American Tower Reit (AMT)	0.0	$31k		140.00	221.02	View chart
Netflix (NFLX)	0.0	$31k		23.00	1339.13	View chart
Kla Corp Com New (KLAC)	0.0	$31k	-15%	34.00	895.76	View chart
Capital One Financial (COF)	0.0	$30k	-2%	142.00	212.76	View chart
Unum (UNM)	0.0	$30k		370.00	80.76	View chart
Novartis Sponsored Adr (NVS)	0.0	$30k		245.00	121.01	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$29k		66.00	445.21	View chart
Comstock Resources (CRK)	0.0	$29k	-25%	1.0k	27.67	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$28k		413.00	68.72	View chart
Duke Energy Corp Com New (DUK)	0.0	$28k		240.00	118.00	View chart
Ida (IDA)	0.0	$28k		243.00	115.45	View chart
Cisco Systems (CSCO)	0.0	$28k	-11%	400.00	69.38	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$27k		5.3k	5.20	View chart
Amgen (AMGN)	0.0	$27k	-31%	96.00	279.22	View chart
Micron Technology Call Call Option (Principal) (MU)	0.0	$26k		214.00	123.25	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$26k	NEW	1.6k	16.09	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$26k	-49%	504.00	50.92	View chart
Neovo *w Exp 04/01/202 (NEOVW)	0.0	$26k	+24%	18k	1.41	View chart
Philip Morris International (PM)	0.0	$25k		139.00	182.14	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$25k	-4%	113.00	221.26	View chart
McDonald's Corporation (MCD)	0.0	$25k		85.00	292.18	View chart
Nexpoint Real Estate Fin (NREF)	0.0	$25k	+77%	1.8k	13.79	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$24k	+424%	367.00	66.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$24k		101.00	240.33	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$24k		677.00	35.28	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$24k		273.00	86.87	View chart
Range Resources (RRC)	0.0	$23k		573.00	40.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$23k		107.00	215.79	View chart
Union Pacific Corporation (UNP)	0.0	$23k	-13%	100.00	230.08	View chart
Caterpillar (CAT)	0.0	$23k		59.00	388.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$23k		354.00	63.94	View chart
International Paper Company (IP)	0.0	$23k		482.00	46.83	View chart
Qualcomm (QCOM)	0.0	$22k	-43%	140.00	159.26	View chart
Occidental Petroleum Corporation (OXY)	0.0	$22k		525.00	42.01	View chart
Blackrock Health Sciences Te Com Shs (BME)	0.0	$22k	NEW	1.5k	14.26	View chart
salesforce (CRM)	0.0	$21k	-4%	78.00	272.69	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$21k	+6%	746.00	28.35	View chart
Roper Industries (ROP)	0.0	$21k		37.00	566.86	View chart
Purple Innovatio (PRPL)	0.0	$21k	-2%	29k	0.73	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.0	$21k		460.00	45.24	View chart
EOG Resources (EOG)	0.0	$21k	+11%	172.00	119.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$21k	+62%	415.00	49.46	View chart
Darden Restaurants (DRI)	0.0	$20k	NEW	94.00	217.41	View chart
Cincinnati Financial Corporation (CINF)	0.0	$20k		137.00	148.93	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$20k	-5%	394.00	51.09	View chart
Synopsys (SNPS)	0.0	$20k	NEW	39.00	512.71	View chart
MetLife (MET)	0.0	$20k		248.00	80.42	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$20k		828.00	23.67	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$19k	+137%	384.00	49.51	View chart
Lumen Technologies (LUMN)	0.0	$19k		4.3k	4.38	View chart
Adobe Systems Incorporated (ADBE)	0.0	$19k		48.00	386.90	View chart
EQT Corporation (EQT)	0.0	$18k		316.00	58.32	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$18k	+825%	250.00	71.26	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$18k		355.00	50.12	View chart

Past Filings by Legacy Investment Solutions

SEC 13F filings are viewable for Legacy Investment Solutions going back to 2024

Legacy Investment Solutions 2025 Q2 filed Aug. 6, 2025
Legacy Investment Solutions 2024 Q4 filed Feb. 14, 2025
Legacy Investment Solutions 2024 Q3 filed Nov. 15, 2024

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