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
FE
Firstenergy Corp

Utilities
-365
- 78.16%
$39.14 - $44.52 $14.3K - $16.2K
102 $4K
KO
Coca Cola CO

Consumer Defensive
-195
- 61.9%
$61.74 - $71.71 $12K - $14K
120 $7K
GIS
General Mills Inc

Consumer Defensive
-212
- 92.98%
$62.78 - $74.62 $13.3K - $15.8K
16 $1K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-263
- 60.6%
$50.37 - $50.6 $13.2K - $13.3K
171 $8K
ABBV
Abb Vie Inc.

Healthcare
-69
- 89.61%
$164.99 - $203.87 $11.4K - $14.1K
8 $1K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-425
- 88.36%
$27.09 - $32.06 $11.5K - $13.6K
56 $1K
MRK
Merck & Co., Inc.

Healthcare
-111
- 85.38%
$96.31 - $114.76 $10.7K - $12.7K
19 $1K
VBK
Vanguard Small Cap Growth ETF

ETFs
-51
- 60.71%
$264.18 - $304.19 $13.5K - $15.5K
33 $9K
WEC
Wec Energy Group, Inc.

Utilities
-132
- 68.04%
$92.94 - $101.82 $12.3K - $13.4K
62 $5K
APA
Apa Corp

Energy
-293
- 6.2%
$20.47 - $27.07 $6K - $7.93K
4.43K $102K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 10.64%
$485.52 - $625.25 $4.86K - $6.25K
84 $42K
ITB
Ishares Tr

ETFs
-75
- 40.98%
$103.31 - $129.34 $7.75K - $9.7K
108 $11K
TSN
Tyson Foods, Inc.

Consumer Defensive
-187
- 95.9%
$57.14 - $64.54 $10.7K - $12.1K
8 $0
CIVI
Civitas Resources, Inc.

Energy
-86
- 6.62%
$42.79 - $54.92 $3.68K - $4.72K
1.21K $55K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 13.7%
$521.84 - $558.82 $10.4K - $11.2K
126 $67K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-76
- 49.35%
$113.92 - $127.38 $8.66K - $9.68K
78 $8K
DIS
Walt Disney CO

Communication Services
-175
- 28.09%
$92.39 - $117.6 $16.2K - $20.6K
448 $49K
PFG
Principal Financial Group Inc

Financial Services
-113
- 61.08%
$74.91 - $91.26 $8.46K - $10.3K
72 $5K
EPI
Wisdomtree Tr India Earnings F

ETFs
-186
- 83.04%
$45.09 - $50.08 $8.39K - $9.31K
38 $1K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-178
- 15.05%
$50.67 - $50.9 $9.02K - $9.06K
1.01K $50K
PLD
Prologis, Inc.

Real Estate
-85
- 89.47%
$101.4 - $126.96 $8.62K - $10.8K
10 $1K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-107
- 82.31%
$74.68 - $81.45 $7.99K - $8.72K
23 $1K
XLY
Select Sector Spdr Consumer Di

ETFs
-46
- 76.67%
$194.8 - $239.43 $8.96K - $11K
14 $3K
SM
Sm Energy CO

Energy
-173
- 9.07%
$36.59 - $46.03 $6.33K - $7.96K
1.73K $67K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-74
- 80.43%
$106.56 - $113.11 $7.89K - $8.37K
18 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-39
- 60.94%
$209.89 - $233.24 $8.19K - $9.1K
25 $5K
AMT
American Tower Corp

Real Estate
-8
- 5.41%
$179.4 - $232.01 $1.44K - $1.86K
140 $25K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-168
- 50.0%
$40.38 - $44.35 $6.78K - $7.45K
168 $6K
STX
Seagate Technology Holdings PLC

Technology
-47
- 38.52%
$86.31 - $112.64 $4.06K - $5.29K
75 $6K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-123
- 32.45%
$44.04 - $49.49 $5.42K - $6.09K
256 $11K
XLU
Utilities Sector Spdr

ETFs
-90
- 81.08%
$74.89 - $82.93 $6.74K - $7.46K
21 $1K
DFIV
Dimensional ETF Tr

ETFs
-192
- 48.98%
$34.86 - $37.97 $6.69K - $7.29K
200 $7K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-195
- 74.71%
$30.67 - $30.84 $5.98K - $6.01K
66 $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-90
- 92.78%
$62.09 - $82.32 $5.59K - $7.41K
7 $0
CINF
Cincinnati Financial Corp

Financial Services
-51
- 27.13%
$132.86 - $160.16 $6.78K - $8.17K
137 $19K
HRB
H&R Block Inc

Consumer Cyclical
-79
- 50.0%
$52.14 - $63.36 $4.12K - $5.01K
79 $4K
VEA
Vanguard Ftse Developed Market

ETFs
-111
- 87.4%
$47.57 - $52.44 $5.28K - $5.82K
16 $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
-55
- 3.45%
$57.53 - $60.83 $3.16K - $3.35K
1.54K $88K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-50
- 67.57%
$129.96 - $144.97 $6.5K - $7.25K
24 $3K
RWO
Spdr Dow Jones Global Real Est

ETFs
-95
- 49.74%
$42.41 - $47.31 $4.03K - $4.49K
96 $4K
WHR
Whirlpool Corp

Consumer Cyclical
-56
- 50.0%
$99.28 - $124.45 $5.56K - $6.97K
56 $6K
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 10.2%
$244.52 - $284.07 $2.45K - $2.84K
88 $21K
INCY
Incyte Corp

Healthcare
-72
- 85.71%
$65.08 - $83.38 $4.69K - $6K
12 $0
PFE
Pfizer Inc

Healthcare
-175
- 36.46%
$24.8 - $30.19 $4.34K - $5.28K
305 $8K
DFAE
Dimensional ETF Tr

ETFs
-180
- 49.86%
$25.36 - $28.15 $4.56K - $5.07K
181 $4K
OXY
Occidental Petroleum Corp

Energy
-70
- 11.76%
$45.36 - $55.91 $3.18K - $3.91K
525 $25K
PM
Philip Morris International Inc.

Consumer Defensive
-34
- 19.65%
$118.38 - $133.06 $4.02K - $4.52K
139 $16K
BEN
Franklin Resources Inc

Financial Services
-239
- 42.15%
$19.35 - $22.76 $4.62K - $5.44K
328 $6K
XLP
Consumer Staples Sector Spdr

ETFs
-59
- 68.6%
N/A
27 $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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