Legacy Solutions, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $91.8 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $14.6B, Ishares Core S&P U.S Growth Et with a value of $7.01B, Spdr Ser Tr Fds Spdr Portfolio with a value of $6.89B, Ishares Core S&P U.S. Value Et with a value of $6.46B, and Vaneck Morningstar Wide Moat E with a value of $6.1B.

Examining the 13F form we can see an increase of $91.8B in the current position value.

Legacy Solutions, LLC is based out at Kennett Square, PA

Below you can find more details about Legacy Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $91.8 Billion
ETFs: $77.8 Billion
Technology: $3.47 Billion
Financial Services: $2.82 Billion
Utilities: $1.17 Billion
Consumer Cyclical: $957 Million
Communication Services: $625 Million
Consumer Defensive: $613 Million
Industrials: $524 Million
Other: $926 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $91.8 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 69 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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