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
XLRE
Select Sector Spdr Tr Real Est

ETFs
-83
- 70.94%
$40.06 - $45.21 $3.32K - $3.75K
34 $1K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-63
- 75.9%
$48.33 - $49.08 $3.04K - $3.09K
20 $0
MET
Metlife Inc

Financial Services
-46
- 15.65%
$78.15 - $88.25 $3.59K - $4.06K
248 $20K
PEG
Public Service Enterprise Group Inc

Utilities
-8
- 1.19%
$81.87 - $94.51 $655 - $756
666 $56K
DUK
Duke Energy Corp

Utilities
-17
- 6.61%
$105.76 - $120.76 $1.8K - $2.05K
240 $25K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-87
- 76.32%
$25.34 - $27.3 $2.2K - $2.38K
27 $0
KRP
Kimbell Royalty Partners, LP

Energy
-197
- 4.05%
$15.38 - $16.83 $3.03K - $3.32K
4.66K $75K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 1.06%
$442.29 - $483.08 $1.33K - $1.45K
281 $127K
MU
Micron Technology Inc

Technology
-7
- 5.65%
$84.16 - $113.41 $589 - $794
117 $9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-21
- 70.0%
$107.06 - $123.74 $2.25K - $2.6K
9 $0
SCHW
Schwab Charles Corp

Financial Services
-50
- 28.25%
$63.31 - $82.85 $3.17K - $4.14K
127 $9K
MO
Altria Group, Inc.

Consumer Defensive
-52
- 8.54%
$49.06 - $57.74 $2.55K - $3K
557 $29K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-37
- 77.08%
N/A
11 $0
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-60
- 50.0%
$33.92 - $36.6 $2.04K - $2.2K
60 $2K
IP
International Paper CO

Consumer Cyclical
-88
- 15.44%
$46.64 - $59.57 $4.1K - $5.24K
482 $25K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4
- 20.0%
$114.08 - $125.68 $456 - $503
16 $1K
DTC
Solo Brands, Inc.

Consumer Cyclical
-471
- 27.18%
$1.03 - $1.46 $485 - $688
1.26K $1K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5
- 12.2%
$278.19 - $315.36 $1.39K - $1.58K
36 $10K
ON
On Semiconductor Corp

Technology
-10
- 12.82%
$63.05 - $74.7 $631 - $747
68 $4K
SWKS
Skyworks Solutions, Inc.

Technology
-7
- 16.67%
$83.18 - $99.15 $582 - $694
35 $3K
Linde PLC
-36
- 81.82%
N/A
8 $0
J P Morgan Exchange Traded F
-15.9K
- 47.55%
N/A
17.5K $0
Ginkgo Bioworks Holdings Inc
-38
- 25.33%
N/A
112 $0
First Tr Exchng Traded Fd Vi
-19.5K
- 46.03%
N/A
22.9K $0
DSMC
ETF Ser Solutions Distillate S
-2.09K
- 11.28%
N/A
16.4K $0
Ea Series Trust
-50
- 76.92%
N/A
15 $0
Coherent Corp
-9
- 17.65%
N/A
42 $0
LPI
Laredo Petroleum, Inc.

Energy
-1
- 2.5%
N/A
39 $1K
Calamos ETF Tr
-1.83K
- 14.94%
N/A
10.4K $0
ARCC
Ares Capital Corp

Financial Services
-2
- 2.2%
$20.74 - $22.27 $41.5 - $44.5
89 $1K
WMB
Williams Companies, Inc.

Energy
-98
- 15.05%
$46.37 - $59.74 $4.54K - $5.85K
553 $29K
BUCK
Simplify Exchange Traded Fds S
-3.15K
- 9.82%
N/A
28.9K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-58
- 31.69%
N/A
125 $0
NEOVW
Neovolta Inc Wt Exp 04/01/27
-400
- 2.67%
N/A
14.6K $0
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-12
- 37.5%
$18.62 - $22.39 $223 - $269
20 $0
Sitio Royalties Corp
-8.73K
- 59.56%
N/A
5.93K $0
Simplify Exchange Traded Fun
-2.94K
- 10.64%
N/A
24.7K $0
Proshares Tr
-138K
- 99.88%
N/A
167 $0
META
Meta Platforms, Inc.

Communication Services
-2
- 1.56%
$554.08 - $632.68 $1.11K - $1.27K
126 $74K
PR
Permian Resources Corporation

Energy
-487
- 4.25%
$13.41 - $16.21 $6.53K - $7.89K
11K $157K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-24
- 5.15%
$77.25 - $91.3 $1.85K - $2.19K
442 $37K
EQT
Eqt Corp

Energy
-2
- 0.63%
$35.62 - $46.89 $71.2 - $93.8
317 $14K
CTRA
Coterra Energy Inc.

Energy
-94
- 2.52%
$22.71 - $27.63 $2.13K - $2.6K
3.64K $92K
OKE
Oneok Inc

Energy
-75
- 7.06%
$92.28 - $117.05 $6.92K - $8.78K
987 $99K
GOOG
Alphabet Inc.

Communication Services
-120
- 10.98%
$163.08 - $198.16 $19.6K - $23.8K
973 $185K
CRGY
Crescent Energy CO

Energy
-1.22K
- 7.3%
$11.17 - $15.28 $13.6K - $18.6K
15.5K $226K
TSLA
Tesla, Inc.

Consumer Cyclical
-67
- 7.01%
$213.65 - $479.86 $14.3K - $32.2K
889 $359K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-73.5K
- 12.53%
$16.99 - $27.42 $1.25M - $2.02M
513K $11.7M
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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