LI
| |
Legacy Investment Solutions, LLC13F | |
| Legacy Investment Solutions, LLC | |
| Last update 2025-02-14 | 751 Stocks (115 new) |
| Value $156.00 Mil | Turnover 24 % |
Legacy Investment Solutions, L... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEOV | NeoVolta Inc | 3,527,896 | 11,501.0 | +1.24% | 7.350 | +0.09% | 10.560 | +109.68% | -12.67% | 155.3 | Industrial Products | |
BITO | ProShares Bitcoin ETF | 512,966 | 11,428.9 | -12.53% | 7.300 | -1.04% | 0.490 | +24.53% | +1.19% | 2,869.7 | ||
DVN | Devon Energy Corp | 309,469 | 10,258.9 | +51.25% | 6.560 | +2.22% | 0.050 | +16.37% | +2.88% | 21,317.7 | Oil & Gas | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 111,759 | 10,226.0 | -15.15% | 6.540 | -1.07% | 0.030 | +0.01% | +0.15% | 41,801.2 | ||
ECC | Eagle Point Credit Co Inc | 847,871 | 7,580.0 | +20,306.04% | 4.840 | +4.82% | 0.800 | +14.02% | -4.90% | 901.4 | Asset Management | |
SVOL | Simplify Volatility Premium ETF | 334,502 | 7,084.8 | -30.77% | 4.530 | -1.90% | 0.630 | +8.53% | -15.58% | 882.5 | ||
ICSH |
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
| 134,153 | 6,774.7 | +21.60% | 4.330 | +0.77% | 0.130 | +0.08% | +0.30% | 5,965.6 | ||
ETHU | 2x Ether ETF | 1,559,668 | 6,394.6 | New Holding | 4.090 | +4.09% | 0.800 | +186.85% | -49.53% | 1,535.3 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 48,305 | 4,827.1 | -55.63% | 3.080 | -3.53% | 0.080 | -0.02% | +0.05% | 6,372.9 | ||
HIGH | Simplify Enhanced Income ETF | 178,325 | 4,133.6 | +220.43% | 2.640 | +1.82% | 1.760 | +1.47% | +3.54% | 181.1 |
Legacy Investment Solutions, LLC's Historical Top Holdings Breakdowns
Legacy Investment Solutions, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EETH | ProShares Ether ETF | 2024-12-31 | Reduce Reduce | -5.11% | 47.46 ($61.6) 80.86 | $54.87 | -10.93% | Reduce -99.88% | 167 | -137,770 | |
ECC | Eagle Point Credit Co Inc | 2024-12-31 | Add Add | +4.82% | 8.7 ($9.37) 9.98 | $7.50 | -19.96% | Add 20306.04% | 847,871 | 843,716 | |
ETHU | 2x Ether ETF | 2024-12-31 | New Buy New Buy | +4.09% | 4.65 ($7.53) 12.33 | $78.74 | 945.68% | New holding | 1,559,668 | 1,559,668 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2024-12-31 | Reduce Reduce | -3.53% | 99.85 ($100.03) 100.22 | $99.97 | -0.06% | Reduce -55.63% | 48,305 | -60,567 | |
FSK | FS KKR Capital Corp | 2024-12-31 | Reduce Reduce | -2.43% | 19.85 ($21) 22.22 | $21.81 | 3.86% | Reduce -53.06% | 173,756 | -196,446 | |
DVN | Devon Energy Corp | 2024-12-31 | Add Add | +2.22% | 30.52 ($37.63) 42.96 | $33.20 | -11.77% | Add 51.25% | 309,469 | 104,857 | |
BSGM | BioSig Technologies Inc | 2024-12-31 | New Buy New Buy | +2.09% | 0.25 ($1.25) 2.23 | $5.46 | 336.80% | New holding | 3,603,173 | 3,603,173 | |
SVOL | Simplify Volatility Premium ETF | 2024-12-31 | Reduce Reduce | -1.90% | 20.4 ($21.54) 21.93 | $17.55 | -18.52% | Reduce -30.77% | 334,502 | -148,642 | |
HIGH | Simplify Enhanced Income ETF | 2024-12-31 | Add Add | +1.82% | 22.94 ($23.49) 23.7 | $23.84 | 1.47% | Add 220.43% | 178,325 | 122,674 | |
MSTR | MicroStrategy Inc | 2024-12-31 | New Buy New Buy | +1.56% | 163.41 ($303.1) 473.83 | $451.02 | 48.80% | New holding | 7,464 | 7,464 |
Legacy Investment Solutions, LLC Total Holding History ($B)
Legacy Investment Solutions, LLC's Asset Allocation
Legacy Investment Solutions, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Legacy Investment Solutions, LLC's Hypothetical Growth since 2024-12-31
Legacy Investment Solutions, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Legacy Investment Solutions, LLC's Holdings Heat Map
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Legacy Investment Solutions, LLC's Holdings Bubble Chart
Legacy Investment Solutions, LLC News
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