Legacy Investment Solutions, LLC

CIK 2044858 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$191.0M
13F मूल्य के अनुसार 9443 में से #6605 · शीर्ष 69.9%
पोजीशन
747
तिथि अनुसार
30 जून 2025 Q2 2025 के अनुसार डेटा

पोर्टफोलियो मूल्य QoQ: +22.8% 13F नकद का खुलासा नहीं करता है

शीर्ष 10 होल्डिंग्स का भार
58.56%
शीर्ष 25 होल्डिंग्स का भार
76.93%
1% से ऊपर की स्थितियाँ
21
स्थितियों की प्रभावी संख्या
12.0

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

टर्नओवर Q2 2025: 21.24% अनुमानित। खरीदें $60411700 · बेचें $36803021

नई स्थितियाँ
111
बढ़ाया
125
घटा हुआ
198
बंद
0

पुट-नोटशनल एक्सपोजर: 1.6% पुट 13F ऑप्शन पोजीशन को अंतर्निहित नोटशनल वैल्यू पर रिपोर्ट करता है — इसमें हेजेज शामिल हो सकते हैं, जरूरी नहीं कि बियरिश बेट्स हों

इस पृष्ठ पर

क्षेत्रवार विवरण

Healthcare
25.7%
Industrials
8.5%
Technology
3.3%
Financial Services
2.1%
Diversified Consumer Services
1.0%
Retail
0.8%
Energy
0.8%
Real Estate
0.5%
Communication Services
0.3%
Consumer Discretionary
0.2%
Financials
0.2%
Utilities
0.1%
Telecommunication
0.1%
Consumer Staples
0.1%
N/A
0.0%
Communications
0.0%
Packaging
0.0%
Consumer products
0.0%
Materials
0.0%
Paper & Forest
0.0%
Logistics & Transportation
0.0%
अन्य/अनमैप्ड
56.2%

पूर्ण पोर्टफोलियो 747 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
STEX Streamex Corp. - Common Stock $48595747 25.45% 6806127 $45346189
NEOV NeoVolta Inc. - Common Stock $14950439 7.83% 4530436 $3492683
BITO $10985422 5.75% 510712 $-397487
BIL $7691464 4.03% 83849 $-2534485
UCON $6851646 3.59% 275277 $3131604
ETHU $5703187 2.99% 100763 ऊपर ×1
ICSH $5013945 2.63% 98875 $-1760782
HIGH $4379452 2.29% 180745 $262734
ECC Eagle Point Credit Company Inc. Common Stock $3870300 2.03% 505261 $-3678261
USG $3781408 1.98% 108724 $1318022
FSK FS KKR Capital Corp. Common Stock $3473423 1.82% 167394 $-546890
SPY SPY $3027465 1.59% 4900 पुट ऑप्शन $-877540
SVOL $2984293 1.56% 162278 $-4071592
BUFD $2829437 1.48% 106530 $1083546
MSTR Strategy Inc - Class A Common Stock $2753211 1.44% 6811 $308303
BUFQ $2371377 1.24% 71427 $926026
GBIL $2289634 1.20% 22862 $-2496014
BUFR $2172831 1.14% 68328 $822875
JBND JPMorgan Active Bond ETF $2145476 1.12% 40035 ऊपर ×1
JCPB $2135254 1.12% 45373 $-926760
QLD $1910198 1.00% 16228 $1838534
BUFT $1885500 0.99% 80030 $805278
DUOL Duolingo, Inc. - Class A Common Stock $1845090 0.97% 4500 $72990
SSO $1694465 0.89% 17340 $1685881
FTSL First Trust Senior Loan Fund $1558618 0.82% 33964 $-707336
FTGS First Trust Growth Strength ETF $1422304 0.74% 41600 $450619
CBOA $1399107 0.73% 53401 ऊपर ×1
HELO $1394533 0.73% 22284 $294350
RDVY First Trust Rising Dividend Achievers ETF $1362400 0.71% 21715 $349463
FLRT $1336370 0.70% 28075 $-372051
IEF iShares 7-10 Year Treasury Bond ETF $1329480 0.70% 13882 ऊपर ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund $1255012 0.66% 14987 $402839
GSY $1167510 0.61% 23285 $-2158700
IVV $1133328 0.59% 1825 $1008945
VTI $1078298 0.56% 3548 $295489
SHV iShares 0-1 Year Treasury Bond ETF $978653 0.51% 8863 $-216027
AAPL Apple Inc. - Common Stock $939449 0.49% 4579 $163913
AMZN Amazon.com, Inc. - Common Stock $900816 0.47% 4106 $-2265
NVDA NVIDIA Corporation - Common Stock $829767 0.43% 5252 $173293
BUFZ $755679 0.40% 30312 $201057
QPX $742091 0.39% 19157 $2774
RDVI $680094 0.36% 27523 $260948
FTHI First Trust BuyWrite Income ETF $654722 0.34% 28653 $249742
CIBR First Trust NASDAQ Cybersecurity ETF $619908 0.32% 8202 $213523
KNG $590330 0.31% 12023 $240196
FTSM First Trust Enhanced Short Maturity ETF $585469 0.31% 9779 $166081
AGGH $528756 0.28% 25618 $-239217
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $520908 0.27% 3747 $209786
MSFT Microsoft Corporation - Common Stock $519795 0.27% 1045 $53908
BUCK $496842 0.26% 21017 $-195796
AGG $445535 0.23% 4491 ऊपर ×1
AIRR First Trust RBA American Industrial Renaissance ETF $442247 0.23% 5433 $144744
MGV $442144 0.23% 3370 $334056
FTXL First Trust Nasdaq Semiconductor ETF $440845 0.23% 4595 $159776
DEA Easterly Government Properties, Inc. Common Stock $439671 0.23% 19805 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $418745 0.22% 423 $18965
EIPX $417144 0.22% 16274 $139820
QIS $397008 0.21% 18054 $-189351
SVXY $368064 0.19% 8640 ऊपर ×1
TSLA Tesla, Inc. - Common Stock $365945 0.19% 1152 $44464
SGOV iShares 0-3 Month Treasury Bond ETF $340937 0.18% 3386 ऊपर ×1
NXDT NexPoint Diversified Real Estate Trust Common Stock $327311 0.17% 78117 $-133730
DSMC Distillate Small/Mid Cash Flow ETF $300225 0.16% 9232 $-264282
DSTL $299285 0.16% 5407 $-606277
JSCP $294366 0.15% 6205 $-206634
IJH $286572 0.15% 4621 ऊपर ×1
MGK $279022 0.15% 762 $7043
TT Trane Technologies plc $274694 0.14% 628 $236587
MSTY $267105 0.14% 12048 ऊपर ×1
XOM Exxon Mobil Corporation Common Stock $260250 0.14% 2414 $9694
SPDW $206032 0.11% 5088 $202163
FIP FTAI Infrastructure Inc. - Common Stock $204172 0.11% 33091 ऊपर ×1
IWF $197430 0.10% 465 $7658
अज्ञात जारीकर्ता (CUSIP: 46090E107) $188114 0.10% 341 ऊपर ×1
GBTC $180604 0.09% 2129 $32317
FLNG FLEX LNG Ltd. Ordinary Shares $176354 0.09% 8023 $-104696
PH Parker-Hannifin Corporation Common Stock $176015 0.09% 252 $3662
BND Vanguard Total Bond Market ETF $174504 0.09% 2370 $5373
SQMX $168105 0.09% 5269 $-67490
GOOG Alphabet Inc. - Class C Capital Stock $160716 0.08% 906 $-21372
UNH UnitedHealth Group Incorporated Common Stock (DE) $158614 0.08% 508 $114343
GOOGL Alphabet Inc. - Class A Common Stock $155788 0.08% 884 $-25846
JPIE $153592 0.08% 3316 $-3181147
BP BP p.l.c. Common Stock $148812 0.08% 4972 $-11635
CBXJ $147053 0.08% 5551 ऊपर ×1
SBAR $146649 0.08% 5593 ऊपर ×1
USFR $146438 0.08% 2911 $102086
IJR $144559 0.08% 1323 $135421
TBIL F/m US Treasury 3 Month Bill Fund $142286 0.07% 2846 $97875
ICOW $142148 0.07% 4177 ऊपर ×1
COWZ $142030 0.07% 2578 $33731
AVGO Broadcom Inc. - Common Stock $140582 0.07% 510 $28147
TFLO $138984 0.07% 2744 $92326
BRKB $136502 0.07% 281 $3662
CRGY Crescent Energy Company Class A Common Stock $131152 0.07% 15250 $-90185
PLTR Palantir Technologies Inc. - Class A Common Stock $127051 0.07% 932 $44911
VEA $122724 0.06% 2153 $121920
PR Permian Resources Corporation Class A Common Stock $120987 0.06% 8883 $-32040
META Meta Platforms, Inc. - Class A Common Stock $116760 0.06% 158 $26730
SPY SPY $115698 0.06% 187 $43004

सबसे बड़े नए दांव

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
ETHU $5703187 100763 2.99%
JBND $2145476 40035 1.12%
CBOA $1399107 53401 0.73%
IEF $1329480 13882 0.70%
AGG $445535 4491 0.23%
DEA $439671 19805 0.23%
SVXY $368064 8640 0.19%
SGOV $340937 3386 0.18%
IJH $286572 4621 0.15%
MSTY $267105 12048 0.14%
FIP $204172 33091 0.11%
अज्ञात जारीकर्ता (CUSIP: 46090E107) $188114 341 0.10%
CBXJ $147053 5551 0.08%
SBAR $146649 5593 0.08%
ICOW $142148 4177 0.07%

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

सुरक्षा कार्रवाई शेयर Δ मूल्य Δ
SVOL छंटनी की -171K -$4.1M
ECC छंटनी की -339K -$3.7M
NEOV अधिक खरीदा +1.0M +$3.5M
UCON अधिक खरीदा +125K +$3.1M
BIL छंटनी की -28K -$2.5M
GBIL छंटनी की -25K -$2.5M
GSY छंटनी की -43K -$2.2M
ICSH छंटनी की -35K -$1.8M
USG अधिक खरीदा +31K +$1.3M
BUFD अधिक खरीदा +39K +$1.1M

6 पोजीशन छिपी हुई हैं (डेटा पूर्णता जांच)