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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 NEOV, BITO, DVN, BIL, ECC, and represent 32.60% of Legacy Investment Solutions's stock portfolio.
Added to shares of these 10 stocks: ECC (+$7.5M), ETHU (+$6.4M), DVN, BSGM, HIGH, MSTR, ICSH, BUFD, BUFR, BUFQ.
Started 122 new stock positions in Arrow Electrs, IONQ, TRV, Amplify Etf Tr, GM, USHY, NOW, BHM, VONV, EFAV.
Reduced shares in these 10 stocks: EETH (-$6.8M), GBIL (-$6.1M), FSK, SPY, SVOL, BIL, USG, BITO, GSY, SSO.
Sold out of its positions in ADX, AEIS, BABA, AEE, AEP, AWK, MJ, Arista Networks, ARW, BMRN.
Legacy Investment Solutions was a net seller of stock by $-5.2M.
Legacy Investment Solutions has $157M in assets under management (AUM), dropping by -8.76%.
Central Index Key (CIK): 0002044858

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Portfolio Holdings for Legacy Investment Solutions

Legacy Investment Solutions holds 745 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Legacy Investment Solutions has 745 total positions. Only the first 250 positions are shown.

Sign up to view all of the Legacy Investment Solutions Dec. 31, 2024 positions
Download the Legacy Investment Solutions December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NeoVo (NEOV)	7.4	$12M		3.5M	3.26	View chart
Proshares Tr Bitcoin Etf (BITO)	7.3	$11M	-12%	513k	22.28	View chart
Devon Energy Corp Call Call Option (Principal) (DVN)	6.6	$10M	+51%	310k	33.15	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	6.5	$10M	-15%	112k	91.50	View chart
Eagle Pt Cr (ECC)	4.8	$7.6M	+20306%	848k	8.94	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	4.5	$7.1M	-30%	335k	21.18	View chart
Ishares Tr Ultra Short-term (ICSH)	4.3	$6.8M	+21%	134k	50.50	View chart
Volatility Shs Tr 2x Ether Etf (ETHU)	4.1	$6.4M	NEW	1.6M	4.10	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	3.1	$4.8M	-55%	48k	99.93	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	2.6	$4.1M	+220%	178k	23.18	View chart
Fs Kkr Capital Corp (FSK)	2.6	$4.0M	-53%	174k	23.23	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)	2.5	$4.0M	-46%	6.6k	600.77	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	2.4	$3.7M		151k	24.71	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$3.4M	-10%	75k	45.81	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	2.1	$3.3M	-30%	66k	50.16	View chart
Biosig Technologies (BSGM)	2.1	$3.3M	NEW	3.6M	0.91	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.0	$3.2M	-9%	68k	46.38	View chart
Uscf Etf Tr Gold Strategy (USG)	1.6	$2.5M	-41%	78k	31.61	View chart
Microstrategy Cl A New (MSTR)	1.6	$2.4M	NEW	7.5k	327.56	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.5	$2.4M	-4%	48k	50.90	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.5	$2.3M	-15%	51k	46.21	View chart
Duolingo Cl A Com (DUOL)	1.1	$1.8M	-25%	4.5k	393.80	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	1.1	$1.8M	-10%	37k	47.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.1	$1.7M	+107%	68k	25.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.9	$1.4M	+131%	45k	32.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$1.3M	+156%	44k	30.99	View chart
Ishares Tr Short Treas Bd (SHV)	0.8	$1.2M	-42%	11k	110.19	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.7	$1.1M	-47%	18k	62.76	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.7	$1.1M	+98%	48k	22.71	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$1.0M	+217%	16k	62.09	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.6	$972k	+217%	30k	32.50	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.6	$906k	-9%	16k	56.33	View chart
Nvidia Corporation Call Call Option (Principal) (NVDA)	0.6	$903k	+79%	7.0k	129.84	View chart
Amazon (AMZN)	0.6	$903k	-19%	3.9k	229.15	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$852k	+186%	10k	82.88	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.5	$794k	-12%	38k	20.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$783k	-12%	2.6k	297.99	View chart
Apple (AAPL)	0.5	$776k	+2%	3.4k	227.63	View chart
Advisorshares Tr Q Dynamic Growth (QPX)	0.5	$739k	-38%	20k	36.56	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.5	$716k	-9%	29k	24.76	View chart
Easterly Government Properti reit (DEA)	0.4	$619k	-12%	57k	10.84	View chart
Simplify Exchange Traded Fun Multi Qis Altern (QIS)	0.4	$606k	-10%	25k	24.49	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.4	$565k	-11%	16k	34.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.4	$555k	-46%	23k	24.25	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$501k	-31%	11k	46.74	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.3	$482k	NEW	19k	25.31	View chart
Nexpoint Diversified Rel Et Com New (NXDT)	0.3	$474k	-9%	89k	5.31	View chart
Microsoft Corporation (MSFT)	0.3	$466k	+3%	1.1k	409.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$419k	-22%	7.0k	59.81	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$419k	+88%	17k	25.23	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$406k	+147%	5.9k	69.42	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.3	$405k	+86%	17k	23.57	View chart
Costco Wholesale Corporation (COST)	0.3	$400k		383.00	1043.81	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$350k	+73%	6.9k	50.59	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.2	$329k		12k	27.25	View chart
Calamos Etf Tr S&p 500 Structur (CPSJ)	0.2	$328k		13k	25.28	View chart
Tesla Motors (TSLA)	0.2	$322k	-7%	889.00	361.62	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$311k	+127%	2.6k	120.73	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.2	$298k	+137%	3.7k	79.61	View chart
Flex Lng SHS (FLNG)	0.2	$290k	-4%	12k	24.96	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.2	$281k	+133%	3.2k	87.18	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.2	$277k	+135%	11k	25.69	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$272k		780.00	348.69	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.2	$269k	-14%	10k	25.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$251k	-8%	2.3k	108.89	View chart
Mackenzie Rlty Cap (MKZR)	0.2	$237k	NEW	117k	2.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (SQMX)	0.2	$236k	NEW	7.6k	31.13	View chart
Crescent Energy Company Cl A Com (CRGY)	0.1	$227k	-7%	16k	14.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$190k	+9%	465.00	408.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$182k	-10%	973.00	187.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$182k	+13%	980.00	185.34	View chart
Parker-Hannifin Corporation (PH)	0.1	$172k		252.00	683.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$169k	+10527%	2.3k	72.34	View chart
BP Sponsored Adr (BP)	0.1	$160k	+49620%	5.0k	32.27	View chart
Permian Resources Corp Class A Com (PR)	0.1	$158k	-4%	11k	14.37	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$148k	+58%	2.0k	75.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$138k	+8%	264.00	522.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$133k		281.00	472.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$124k	+26%	206.00	603.80	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$123k	+3%	1.6k	75.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$119k	+5%	2.1k	57.18	View chart
Sitio Royalties Corp Class A Com (STR)	0.1	$117k	-59%	5.9k	19.71	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$113k	+2%	1.6k	69.01	View chart
Broadcom (AVGO)	0.1	$112k	+92%	500.00	224.87	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$108k		828.00	130.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$107k		2.6k	41.79	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$100k	-2%	3.6k	27.38	View chart
Cion Invt Corp (CION)	0.1	$99k	-22%	8.5k	11.63	View chart
Apa Corporation (APA)	0.1	$96k	-6%	4.4k	21.67	View chart
Oneok (OKE)	0.1	$95k	-7%	987.00	95.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$90k	-3%	1.5k	58.79	View chart
Meta Platforms Cl A (META)	0.1	$90k		126.00	714.52	View chart
Visa Com Cl A (V)	0.1	$90k	+4%	258.00	348.02	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$89k	+321%	430.00	206.12	View chart
Oracle Corporation (ORCL)	0.1	$86k	NEW	494.00	174.46	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$85k		2.7k	31.74	View chart
Eaton Corp SHS (ETN)	0.1	$83k		264.00	313.05	View chart
Palantir Technologies Cl A (PLTR)	0.1	$82k	+48%	741.00	110.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$82k	+2%	803.00	102.03	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$74k	+92%	102.00	727.71	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$72k	-4%	4.7k	15.40	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$72k	-94%	639.00	112.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$70k	-13%	126.00	552.21	View chart
Nxp Semiconductors N V (NXPI)	0.0	$69k		326.00	212.93	View chart
Intuit (INTU)	0.0	$68k	+18%	118.00	578.86	View chart
JPMorgan Chase & Co. (JPM)	0.0	$67k	+14%	242.00	275.80	View chart
SM Energy (SM)	0.0	$65k	-9%	1.7k	37.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$63k	-69%	151.00	418.82	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$62k		542.00	114.99	View chart
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)	0.0	$62k	+97%	401.00	154.11	View chart
Hca Holdings (HCA)	0.0	$62k	+98%	191.00	322.05	View chart
Mastercard Incorporated Cl A (MA)	0.0	$59k		105.00	562.75	View chart
Civitas Resources Com New (CIVI)	0.0	$58k	-6%	1.2k	47.88	View chart
Citizens Financial (CFG)	0.0	$56k		1.2k	47.93	View chart
Public Service Enterprise (PEG)	0.0	$56k		666.00	83.64	View chart
Boeing Call Call Option (Principal) (BA)	0.0	$55k	+7500%	304.00	181.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$53k		229.00	232.82	View chart
Wal-Mart Stores (WMT)	0.0	$51k		505.00	101.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$51k	-15%	1.0k	50.81	View chart
Walt Disney Company (DIS)	0.0	$50k	-28%	448.00	110.86	View chart
Advanced Micro Devices (AMD)	0.0	$49k	+215%	458.00	107.56	View chart
NiSource (NI)	0.0	$49k		1.3k	37.93	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$49k	NEW	575.00	84.80	View chart
Sofi Technologies (SOFI)	0.0	$48k	+116%	3.2k	14.91	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$47k	NEW	923.00	50.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$46k	-37%	281.00	164.76	View chart
RBB Us Treas 3 Mnth (TBIL)	0.0	$44k	NEW	890.00	49.90	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$44k	NEW	880.00	50.40	View chart
UnitedHealth (UNH)	0.0	$44k	-10%	84.00	527.04	View chart
Okta Cl A (OKTA)	0.0	$44k	+10%	451.00	97.00	View chart
Cintas Corporation (CTAS)	0.0	$44k		216.00	202.06	View chart
Uber Technologies (UBER)	0.0	$42k	+3038%	565.00	74.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$42k	NEW	400.00	105.04	View chart
Home Depot (HD)	0.0	$42k	+3%	103.00	407.38	View chart
Us Bancorp Del Com New (USB)	0.0	$42k		882.00	47.23	View chart
Bce Com New (BCE)	0.0	$42k		1.9k	22.14	View chart
Qualcomm (QCOM)	0.0	$42k	+2%	247.00	167.96	View chart
Amgen (AMGN)	0.0	$41k	+46%	141.00	293.55	View chart
Metropcs Communications (TMUS)	0.0	$40k		164.00	246.24	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$39k	+50%	427.00	92.16	View chart
Regions Financial Corporation (RF)	0.0	$39k		1.6k	24.45	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.0	$38k		1.9k	20.05	View chart
Trane Technologies SHS (TT)	0.0	$38k		107.00	356.14	View chart
Citigroup Com New (C)	0.0	$37k		449.00	81.72	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$36k		688.00	52.11	View chart
Lockheed Martin Corporation (LMT)	0.0	$36k	+6%	80.00	444.39	View chart
Verizon Communications (VZ)	0.0	$35k	-24%	888.00	39.88	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$35k		933.00	37.32	View chart
Target Corporation (TGT)	0.0	$35k	+47%	264.00	131.35	View chart
Paypal Holdings (PYPL)	0.0	$34k	-5%	442.00	77.31	View chart
Fifth Third Ban (FITB)	0.0	$34k		767.00	44.04	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$33k	NEW	491.00	67.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$33k		249.00	132.87	View chart
Us Foods Hldg Corp call (USFD)	0.0	$32k	NEW	459.00	70.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$32k		149.00	215.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$31k		67.00	469.33	View chart
DTE Energy Company (DTE)	0.0	$31k		255.00	122.70	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$31k		1.4k	22.16	View chart
Purple Innovatio (PRPL)	0.0	$31k	-58%	30k	1.05	View chart
Williams Companies (WMB)	0.0	$31k	-15%	553.00	55.94	View chart
Entergy Corporation (ETR)	0.0	$31k	+85%	374.00	82.40	View chart
TJX Companies (TJX)	0.0	$31k		247.00	124.69	View chart
Highland Opportunities Highland Income (HFRO)	0.0	$31k		5.3k	5.78	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$30k		1.1k	27.58	View chart
International Business Machines (IBM)	0.0	$30k	+10%	119.00	252.34	View chart
Kla Corp Com New (KLAC)	0.0	$30k	+5%	40.00	747.70	View chart
Quanta Services (PWR)	0.0	$30k		95.00	312.24	View chart
Capital One Financial (COF)	0.0	$30k	+2%	145.00	203.21	View chart
Altria (MO)	0.0	$29k	-8%	557.00	52.66	View chart
Lennar Corp Cl A (LEN)	0.0	$29k	+11%	235.00	121.94	View chart
Unum (UNM)	0.0	$29k		370.00	76.95	View chart
Cisco Systems (CSCO)	0.0	$28k	+12%	450.00	62.27	View chart
Union Pacific Corporation (UNP)	0.0	$28k	+15%	115.00	242.09	View chart
Duke Energy Corp Com New (DUK)	0.0	$28k	-6%	240.00	114.99	View chart
At&t (T)	0.0	$27k		1.1k	24.54	View chart
International Paper Company (IP)	0.0	$27k	-15%	482.00	56.07	View chart
Ida (IDA)	0.0	$27k		243.00	110.61	View chart
salesforce (CRM)	0.0	$27k	+30%	82.00	325.84	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$27k	+650%	60.00	443.13	View chart
American Tower Reit (AMT)	0.0	$26k	-5%	140.00	188.84	View chart
Marvell Technology (MRVL)	0.0	$26k		236.00	110.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$26k	-41%	148.00	176.20	View chart
Novartis Sponsored Adr (NVS)	0.0	$26k		245.00	106.26	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$25k	+519%	551.00	45.56	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$25k	+4%	118.00	212.25	View chart
McDonald's Corporation (MCD)	0.0	$25k		85.00	294.31	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$25k		703.00	35.16	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$25k		378.00	65.38	View chart
Occidental Petroleum Corporation (OXY)	0.0	$25k	-11%	525.00	46.78	View chart
Apollo Global Mgmt (APO)	0.0	$25k		150.00	163.45	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$25k		273.00	89.76	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$24k	+467%	454.00	53.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$24k		107.00	226.00	View chart
Comstock Resources (CRK)	0.0	$24k		1.4k	17.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$24k		90.00	263.90	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$24k		100.00	237.20	View chart
Netflix (NFLX)	0.0	$23k		23.00	1013.96	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$23k		677.00	34.03	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$23k	+800%	252.00	91.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$23k		101.00	224.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$22k	NEW	354.00	63.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$22k	-50%	392.00	56.93	View chart
Procter & Gamble Company (PG)	0.0	$22k	-6%	132.00	167.98	View chart
Lowe's Companies (LOW)	0.0	$22k	-10%	88.00	251.94	View chart
Arista Networks Com Shs (ANET)	0.0	$22k	NEW	187.00	118.47	View chart
Neovo *w Exp 04/01/202 (NEOVW)	0.0	$22k	-2%	15k	1.50	View chart
Caterpillar (CAT)	0.0	$22k	NEW	59.00	363.88	View chart
Lumen Technologies (LUMN)	0.0	$21k		4.3k	4.99	View chart
Range Resources (RRC)	0.0	$21k		571.00	37.25	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$21k	NEW	300.00	70.68	View chart
Roper Industries (ROP)	0.0	$21k		37.00	572.78	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$21k		828.00	25.25	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$21k	NEW	415.00	50.34	View chart
MetLife (MET)	0.0	$21k	-15%	248.00	83.92	View chart
Adobe Systems Incorporated (ADBE)	0.0	$21k		48.00	433.08	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$21k		413.00	50.30	View chart
Philip Morris International (PM)	0.0	$20k	-19%	139.00	144.41	View chart
Micron Technology Call Call Option (Principal) (MU)	0.0	$20k	-3%	217.00	92.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$20k		225.00	88.56	View chart
Diamondback Energy (FANG)	0.0	$20k	+2%	125.00	158.14	View chart
Coinbase Global Com Cl A (COIN)	0.0	$20k		71.00	274.49	View chart
EOG Resources (EOG)	0.0	$20k		154.00	126.50	View chart
Cincinnati Financial Corporation (CINF)	0.0	$19k	-27%	137.00	136.96	View chart
Watsco, Incorporated (WSO)	0.0	$19k		40.00	465.15	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$19k		254.00	73.24	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$18k		355.00	51.65	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$17k		183.00	93.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$17k		124.00	137.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$17k	-64%	83.00	203.43	View chart
Hp (HPQ)	0.0	$17k		523.00	32.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$17k		93.00	180.23	View chart
Intuitive Surgical Com New (ISRG)	0.0	$16k	+86%	28.00	583.00	View chart
CVS Caremark Corporation (CVS)	0.0	$16k	-39%	302.00	54.01	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$16k		100.00	162.51	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.0	$16k	NEW	627.00	25.85	View chart
EQT Corporation (EQT)	0.0	$16k		317.00	51.11	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.0	$16k	NEW	343.00	46.51	View chart
American Express Company (AXP)	0.0	$16k		50.00	316.78	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$16k		271.00	58.02	View chart
S&p Global (SPGI)	0.0	$16k		30.00	519.17	View chart
Nexpoint Real Estate Fin (NREF)	0.0	$16k		1.0k	15.56	View chart
CSX Corporation (CSX)	0.0	$16k		477.00	32.59	View chart
Air Products & Chemicals (APD)	0.0	$16k		50.00	310.44	View chart
Sprott Etf Trust Gold Miners Etf (SGDM)	0.0	$15k	+2%	460.00	33.35	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$15k		250.00	60.25	View chart
Palo Alto Networks (PANW)	0.0	$15k	NEW	76.00	193.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$15k		110.00	132.25	View chart
Super Micro Computer Com New (SMCI)	0.0	$14k	NEW	391.00	36.28	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$14k	-78%	337.00	41.68	View chart
CSG Systems International (CSGS)	0.0	$13k		200.00	64.39	View chart

Past Filings by Legacy Investment Solutions

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

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

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