Legacy Investment Solutions, LLC Incresed Positions in Q4 2024

Legacy Investment Solutions, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 86.67%
$471.27 - $550.62 $6.13K - $7.16K
28 $14K
AMGN
Amgen Inc

Healthcare
45
+ 46.88%
$258.78 - $328.31 $11.6K - $14.8K
141 $36K
ELV
Elevance Health, Inc.

Healthcare
18
+ 900.0%
$365.96 - $514.62 $6.59K - $9.26K
20 $7K
HSBC
Hsbc Holdings PLC

Financial Services
100
+ 227.27%
$43.83 - $49.51 $4.38K - $4.95K
144 $7K
CSCO
Cisco Systems, Inc.

Technology
50
+ 12.5%
$52.45 - $60.02 $2.62K - $3K
450 $26K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
16
+ 2.03%
$89.97 - $98.59 $1.44K - $1.58K
803 $76K
OKTA
Okta, Inc.

Technology
43
+ 10.54%
$71.81 - $86.11 $3.09K - $3.7K
451 $35K
TTD
Trade Desk, Inc.

Technology
42
+ 84.0%
$108.7 - $139.51 $4.57K - $5.86K
92 $10K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 116.67%
$486.1 - $608.57 $3.4K - $4.26K
13 $7K
EBAY
Ebay Inc

Consumer Cyclical
66
+ 300.0%
$57.51 - $67.17 $3.8K - $4.43K
88 $5K
GE
General Electric CO

Industrials
25
+ 131.58%
$159.95 - $194.23 $4K - $4.86K
44 $7K
MDT
Medtronic PLC

Healthcare
54
+ 180.0%
$79.61 - $92.24 $4.3K - $4.98K
84 $6K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
116
+ 5.91%
$56.06 - $61.35 $6.5K - $7.12K
2.08K $117K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
17
+ 65.38%
$110.69 - $154.48 $1.88K - $2.63K
43 $5K
IBM
International Business Machines Corp

Technology
11
+ 10.19%
$204.9 - $238.04 $2.25K - $2.62K
119 $26K
BFH
Bread Financial Holdings, Inc.

Financial Services
27
+ 17.88%
$46.5 - $66.38 $1.26K - $1.79K
178 $10K
RRC
Range Resources Corp

Energy
5
+ 0.88%
$29.77 - $36.41 $149 - $182
571 $20K
XSMO
Invesco S&P Smallcap Momentum

ETFs
47
+ 2.96%
$65.08 - $73.72 $3.06K - $3.46K
1.63K $107K
MLI
Mueller Industries Inc

Industrials
28
+ 107.69%
$71.2 - $95.34 $1.99K - $2.67K
54 $4K
UTHR
United Therapeutics Corp

Healthcare
7
+ 26.92%
$348.66 - $410.0 $2.44K - $2.87K
33 $11K
ETR
Entergy Corp

Utilities
172
+ 85.15%
$73.19 - $156.4 $12.6K - $26.9K
374 $28K
VST
Vistra Corp.

Utilities
10
+ 41.67%
$115.74 - $166.61 $1.16K - $1.67K
34 $4K
JBL
Jabil Inc

Technology
13
+ 144.44%
$118.97 - $147.77 $1.55K - $1.92K
22 $3K
SANM
Sanmina Corp

Technology
24
+ 48.98%
$65.07 - $83.88 $1.56K - $2.01K
73 $5K
SPTL
Spdr Portfolio Long Term Treas

ETFs
52
+ 192.59%
$26.05 - $29.17 $1.35K - $1.52K
79 $2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 200.0%
$19.44 - $28.35 $1.94K - $2.84K
150 $3K
NOG
Northern Oil & Gas, Inc.

Energy
3
+ 0.43%
$35.57 - $43.49 $107 - $130
703 $26K
MATX
Matson, Inc.

Industrials
14
+ 45.16%
$131.18 - $167.37 $1.84K - $2.34K
45 $6K
MTG
Mgic Investment Corp

Financial Services
93
+ 27.11%
$23.32 - $26.4 $2.17K - $2.46K
436 $10K
CALM
Cal Maine Foods Inc

Consumer Defensive
18
+ 100.0%
$75.41 - $112.24 $1.36K - $2.02K
36 $3K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
52
+ 288.89%
$53.86 - $60.27 $2.8K - $3.13K
70 $3K
UNP
Union Pacific Corp

Industrials
15
+ 15.0%
$223.15 - $249.32 $3.35K - $3.74K
115 $26K
TFII
Tfi International Inc.

Industrials
11
+ 31.43%
$131.69 - $153.91 $1.45K - $1.69K
46 $6K
AR
Antero Resources Corp

Energy
22
+ 11.0%
$25.54 - $35.52 $562 - $781
222 $7K
CNM
Core & Main, Inc.

Industrials
23
+ 135.29%
$41.91 - $55.78 $964 - $1.28K
40 $2K
ACN
Accenture PLC

Technology
5
+ 62.5%
$343.9 - $376.86 $1.72K - $1.88K
13 $4K
PFGC
Performance Food Group CO

Consumer Defensive
10
+ 19.61%
$78.03 - $90.57 $780 - $906
61 $5K
PCTY
Paylocity Holding Corp

Technology
5
+ 27.78%
$162.14 - $213.79 $811 - $1.07K
23 $4K
PRDO
Perdoceo Education Corp

Consumer Defensive
24
+ 16.9%
$20.61 - $28.08 $495 - $674
166 $4K
TM
Toyota Motor Corp

Consumer Cyclical
4
+ 30.77%
$169.2 - $199.52 $677 - $798
17 $3K
SXI
Standex International Corp

Industrials
3
+ 21.43%
$172.48 - $211.52 $517 - $635
17 $3K
RMBS
Rambus Inc

Technology
17
+ 106.25%
$40.13 - $59.14 $682 - $1.01K
33 $1K
ORI
Old Republic International Corp

Financial Services
27
+ 122.73%
$34.4 - $38.98 $929 - $1.05K
49 $1K
RNR
Renaissancere Holdings LTD

Financial Services
5
+ 250.0%
$241.97 - $287.47 $1.21K - $1.44K
7 $1K
NTES
Net Ease, Inc.

Communication Services
11
+ 64.71%
$76.28 - $104.26 $839 - $1.15K
28 $2K
TOL
Toll Brothers, Inc.

Consumer Cyclical
5
+ 100.0%
$123.8 - $167.8 $619 - $839
10 $1K
NMIH
Nmi Holdings, Inc.

Financial Services
23
+ 121.05%
$36.32 - $41.53 $835 - $955
42 $1K
ZBRA
Zebra Technologies Corp

Technology
2
+ 100.0%
$360.09 - $411.94 $720 - $824
4 $1K
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 62.5%
$129.13 - $198.21 $646 - $991
13 $2K
Activity Summary
Buys All Purchases 300 New Holdings 122 Increased Positions 178 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 5 Puts 1
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