Legacy Investment Solutions, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Million distributed in 795 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Neo Volta Inc. with a value of $18.1M, Proshares Tr Bitcoin Strategy with a value of $11.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.2M, Devon Energy Corp with a value of $10.1M, and Eagle Point Credit CO Inc. with a value of $7.53M.
Examining the 13F form we can see an decrease of $2.65M in the current position value, from $142M to 139M.
Legacy Investment Solutions, LLC is based out at Meridian, ID
Below you can find more details about Legacy Investment Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
ETFs: $78.8 Million
Industrials: $18.8 Million
Financial Services: $12.9 Million
Energy: $11.9 Million
Technology: $6.97 Million
Consumer Cyclical: $1.54 Million
Real Estate: $757,000
Communication Services: $709,000
Other: $1.28 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
