Legacy Investment Solutions, LLC Reduced Holdings in Q4 2024

Legacy Investment Solutions, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-60.6K
- 55.63%
$99.85 - $100.22 $6.05M - $6.07M
48.3K $4.83M
SVOL
Simplify ETF Simplify Volatili

ETFs
-149K
- 30.77%
$20.4 - $21.93 $3.03M - $3.26M
335K $6.95M
FSK
Fs Kkr Capital Corp

Financial Services
-196K
- 53.06%
$19.71 - $22.22 $3.87M - $4.37M
174K $3.77M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-20K
- 15.15%
$91.29 - $91.8 $1.82M - $1.83M
112K $10.2M
GLDX
Uscf ETF Tr Gold Strategy Plus
-55.6K
- 41.53%
N/A
78.3K $2.32M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-29.2K
- 30.54%
$50.0 - $50.27 $1.46M - $1.47M
66.3K $3.32M
SSO
Proshares Ultra S&P 500

ETFs
-13.7K
- 99.35%
$87.92 - $99.73 $1.21M - $1.37M
89 $8K
QLD
Proshares Ultra Qqq

ETFs
-11.6K
- 94.79%
$97.85 - $120.25 $1.14M - $1.4M
639 $69K
SHV
Ishares Tr

ETFs
-7.94K
- 42.27%
$109.92 - $110.57 $873K - $878K
10.8K $1.19M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-7.18K
- 9.52%
$46.07 - $48.17 $331K - $346K
68.2K $3.14M
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
-12.5K
- 38.29%
$34.82 - $37.33 $437K - $468K
20.2K $726K
FTSL
First Trust Senior Ln Fund

ETFs
-9.41K
- 15.66%
$45.9 - $46.48 $432K - $437K
50.7K $2.34M
TQQQ
Proshares Ultrapro Qqq

ETFs
-4.25K
- 99.53%
$69.42 - $93.29 $295K - $396K
20 $1K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-4.86K
- 31.2%
$46.63 - $47.41 $227K - $231K
10.7K $499K
DEA
Easterly Government Properties, Inc.

Real Estate
-8.28K
- 12.66%
$10.93 - $14.48 $90.5K - $120K
57.1K $648K
DUOL
Duolingo, Inc.

Technology
-1.53K
- 25.31%
$278.75 - $373.03 $425K - $569K
4.5K $1.46M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-4.34K
- 10.48%
$47.5 - $47.86 $206K - $208K
37K $1.76M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
-5.3K
- 12.19%
$20.35 - $21.68 $108K - $115K
38.2K $787K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.34K
- 4.69%
$50.62 - $50.97 $119K - $119K
47.5K $2.41M
VUG
Vanguard Growth ETF

ETFs
-341
- 69.31%
$378.79 - $428.11 $129K - $146K
151 $61K
DSTL
ETF Ser Solution Distillate Us

ETFs
-1.6K
- 9.06%
$54.74 - $58.88 $87.6K - $94.3K
16.1K $882K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2K
- 22.23%
$59.74 - $60.03 $120K - $120K
7.01K $419K
VTI
Vanguard Total Stock Market Et

ETFs
-369
- 12.32%
$280.04 - $302.45 $103K - $112K
2.63K $761K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-9.79K
- 9.88%
$5.19 - $7.23 $50.8K - $70.7K
89.3K $544K
NEE
Nextera Energy Inc

Utilities
-764
- 81.19%
$69.77 - $85.43 $53.3K - $65.3K
177 $12K
VNQ
Vanguard Specialized Funds Van

ETFs
-582
- 97.65%
$87.85 - $98.6 $51.1K - $57.4K
14 $1K
SRLN
Ssga Active Trust

ETFs
-1.25K
- 78.71%
$41.48 - $42.08 $51.7K - $52.4K
337 $14K
XOM
Exxon Mobil Corp

Energy
-226
- 8.94%
$105.51 - $125.37 $23.8K - $28.3K
2.3K $247K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
-40.9K
- 58.14%
$0.78 - $1.03 $31.9K - $42.2K
29.5K $22K
AMZN
Amazon Com Inc

Consumer Cyclical
-934
- 19.16%
$180.88 - $232.93 $169K - $218K
3.94K $864K
FLNG
Flex Lng Ltd.

Energy
-490
- 4.05%
$21.13 - $26.93 $10.4K - $13.2K
11.6K $266K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-375
- 93.98%
$26.93 - $84.95 $10.1K - $31.9K
24 $0
CION
Cion Investment Corp

Financial Services
-2.44K
- 22.32%
$11.25 - $12.08 $27.4K - $29.5K
8.49K $96K
VBR
Vanguard Small Cap Value ETF

ETFs
-148
- 64.07%
$197.36 - $217.3 $29.2K - $32.2K
83 $16K
VOE
Vanguard Mid Cap Value Index F

ETFs
-170
- 37.69%
$160.89 - $176.18 $27.4K - $30K
281 $45K
DOLE
Dole PLC

Consumer Defensive
-1.85K
- 99.46%
$13.45 - $16.84 $24.9K - $31.2K
10 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-109
- 71.71%
$241.48 - $274.89 $26.3K - $30K
43 $10K
XLV
Select Sector Spdr Fund Health

ETFs
-150
- 69.44%
$136.28 - $154.74 $20.4K - $23.2K
66 $9K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-37
- 88.1%
$501.29 - $612.85 $18.5K - $22.7K
5 $2K
DFAT
Dimensional ETF Tr U S Target

ETFs
-392
- 50.0%
$54.54 - $61.04 $21.4K - $23.9K
392 $21K
CVX
Chevron Corp

Energy
-142
- 77.6%
$141.15 - $162.53 $20K - $23.1K
41 $5K
VTV
Vanguard Value ETF

ETFs
-105
- 41.5%
$168.32 - $181.87 $17.7K - $19.1K
148 $25K
PEP
Pepsico Inc

Consumer Defensive
-104
- 54.74%
$151.29 - $176.1 $15.7K - $18.3K
86 $13K
CVS
Cvs Health Corp

Healthcare
-198
- 39.6%
$43.78 - $67.46 $8.67K - $13.4K
302 $13K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-172
- 81.9%
$72.97 - $96.75 $12.6K - $16.6K
38 $2K
VZ
Verizon Communications Inc

Communication Services
-282
- 24.1%
$39.6 - $45.21 $11.2K - $12.7K
888 $35K
EMB
Ishares Tr

ETFs
-178
- 97.27%
$88.94 - $93.46 $15.8K - $16.6K
5 $0
F
Ford Motor CO

Consumer Cyclical
-1.62K
- 86.41%
$9.69 - $11.4 $15.6K - $18.4K
254 $2K
SRE
Sempra Energy

Utilities
-200
- 79.68%
$80.81 - $94.77 $16.2K - $19K
51 $4K
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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