Legacy Investment Solutions, LLC
CIK 2044858 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $191.0M
- Posisi
- 747
- Per tanggal
- 30 Juni 2025 Data per Q2 2025
#6.605 dari 9.443 berdasarkan nilai 13F · top 69.9%
Nilai portofolio QoQ: +22.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 58,56%
- Bobot 25 kepemilikan teratas
- 76,93%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 12,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 21,24% Perkiraan pembelian $60.411.700 · penjualan $36.803.021
- Posisi baru
- 111
- Meningkat
- 125
- Menurun
- 198
- Tertutup
- 0
Eksposur put-notional: 1,6% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
Rincian sektor
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%
Lainnya/Tidak terpetakan
56,2%
Portofolio lengkap 747 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| STEX Streamex Corp. - Common Stock | $48.595.747 | 25,45% | 6.806.127 | $45.346.189 | |||
| NEOV NeoVolta Inc. - Common Stock | $14.950.439 | 7,83% | 4.530.436 | $3.492.683 | |||
| BITO | $10.985.422 | 5,75% | 510.712 | $-397.487 | |||
| BIL | $7.691.464 | 4,03% | 83.849 | $-2.534.485 | |||
| UCON | $6.851.646 | 3,59% | 275.277 | $3.131.604 | |||
| ETHU | $5.703.187 | 2,99% | 100.763 | Naik ×1 | |||
| ICSH | $5.013.945 | 2,63% | 98.875 | $-1.760.782 | |||
| HIGH | $4.379.452 | 2,29% | 180.745 | $262.734 | |||
| ECC Eagle Point Credit Company Inc. Common Stock | $3.870.300 | 2,03% | 505.261 | $-3.678.261 | |||
| USG | $3.781.408 | 1,98% | 108.724 | $1.318.022 | |||
| FSK FS KKR Capital Corp. Common Stock | $3.473.423 | 1,82% | 167.394 | $-546.890 | |||
| SPY SPY | $3.027.465 | 1,59% | 4.900 | Opsi jual | $-877.540 | ||
| SVOL | $2.984.293 | 1,56% | 162.278 | $-4.071.592 | |||
| BUFD | $2.829.437 | 1,48% | 106.530 | $1.083.546 | |||
| MSTR Strategy Inc - Class A Common Stock | $2.753.211 | 1,44% | 6.811 | $308.303 | |||
| BUFQ | $2.371.377 | 1,24% | 71.427 | $926.026 | |||
| GBIL | $2.289.634 | 1,20% | 22.862 | $-2.496.014 | |||
| BUFR | $2.172.831 | 1,14% | 68.328 | $822.875 | |||
| JBND JPMorgan Active Bond ETF | $2.145.476 | 1,12% | 40.035 | Naik ×1 | |||
| JCPB | $2.135.254 | 1,12% | 45.373 | $-926.760 | |||
| QLD | $1.910.198 | 1,00% | 16.228 | $1.838.534 | |||
| BUFT | $1.885.500 | 0,99% | 80.030 | $805.278 | |||
| DUOL Duolingo, Inc. - Class A Common Stock | $1.845.090 | 0,97% | 4.500 | $72.990 | |||
| SSO | $1.694.465 | 0,89% | 17.340 | $1.685.881 | |||
| FTSL First Trust Senior Loan Fund | $1.558.618 | 0,82% | 33.964 | $-707.336 | |||
| FTGS First Trust Growth Strength ETF | $1.422.304 | 0,74% | 41.600 | $450.619 | |||
| CBOA | $1.399.107 | 0,73% | 53.401 | Naik ×1 | |||
| HELO | $1.394.533 | 0,73% | 22.284 | $294.350 | |||
| RDVY First Trust Rising Dividend Achievers ETF | $1.362.400 | 0,71% | 21.715 | $349.463 | |||
| FLRT | $1.336.370 | 0,70% | 28.075 | $-372.051 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $1.329.480 | 0,70% | 13.882 | Naik ×1 | |||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $1.255.012 | 0,66% | 14.987 | $402.839 | |||
| GSY | $1.167.510 | 0,61% | 23.285 | $-2.158.700 | |||
| IVV | $1.133.328 | 0,59% | 1.825 | $1.008.945 | |||
| VTI | $1.078.298 | 0,56% | 3.548 | $295.489 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $978.653 | 0,51% | 8.863 | $-216.027 | |||
| AAPL Apple Inc. - Common Stock | $939.449 | 0,49% | 4.579 | $163.913 | |||
| AMZN Amazon.com, Inc. - Common Stock | $900.816 | 0,47% | 4.106 | $-2.265 | |||
| NVDA NVIDIA Corporation - Common Stock | $829.767 | 0,43% | 5.252 | $173.293 | |||
| BUFZ | $755.679 | 0,40% | 30.312 | $201.057 | |||
| QPX | $742.091 | 0,39% | 19.157 | $2.774 | |||
| RDVI | $680.094 | 0,36% | 27.523 | $260.948 | |||
| FTHI First Trust BuyWrite Income ETF | $654.722 | 0,34% | 28.653 | $249.742 | |||
| CIBR First Trust NASDAQ Cybersecurity ETF | $619.908 | 0,32% | 8.202 | $213.523 | |||
| KNG | $590.330 | 0,31% | 12.023 | $240.196 | |||
| FTSM First Trust Enhanced Short Maturity ETF | $585.469 | 0,31% | 9.779 | $166.081 | |||
| AGGH | $528.756 | 0,28% | 25.618 | $-239.217 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $520.908 | 0,27% | 3.747 | $209.786 | |||
| MSFT Microsoft Corporation - Common Stock | $519.795 | 0,27% | 1.045 | $53.908 | |||
| BUCK | $496.842 | 0,26% | 21.017 | $-195.796 | |||
| AGG | $445.535 | 0,23% | 4.491 | Naik ×1 | |||
| AIRR First Trust RBA American Industrial Renaissance ETF | $442.247 | 0,23% | 5.433 | $144.744 | |||
| MGV | $442.144 | 0,23% | 3.370 | $334.056 | |||
| FTXL First Trust Nasdaq Semiconductor ETF | $440.845 | 0,23% | 4.595 | $159.776 | |||
| DEA Easterly Government Properties, Inc. Common Stock | $439.671 | 0,23% | 19.805 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $418.745 | 0,22% | 423 | $18.965 | |||
| EIPX | $417.144 | 0,22% | 16.274 | $139.820 | |||
| QIS | $397.008 | 0,21% | 18.054 | $-189.351 | |||
| SVXY | $368.064 | 0,19% | 8.640 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $365.945 | 0,19% | 1.152 | $44.464 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $340.937 | 0,18% | 3.386 | Naik ×1 | |||
| NXDT NexPoint Diversified Real Estate Trust Common Stock | $327.311 | 0,17% | 78.117 | $-133.730 | |||
| DSMC Distillate Small/Mid Cash Flow ETF | $300.225 | 0,16% | 9.232 | $-264.282 | |||
| DSTL | $299.285 | 0,16% | 5.407 | $-606.277 | |||
| JSCP | $294.366 | 0,15% | 6.205 | $-206.634 | |||
| IJH | $286.572 | 0,15% | 4.621 | Naik ×1 | |||
| MGK | $279.022 | 0,15% | 762 | $7.043 | |||
| TT Trane Technologies plc | $274.694 | 0,14% | 628 | $236.587 | |||
| MSTY | $267.105 | 0,14% | 12.048 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $260.250 | 0,14% | 2.414 | $9.694 | |||
| SPDW | $206.032 | 0,11% | 5.088 | $202.163 | |||
| FIP FTAI Infrastructure Inc. - Common Stock | $204.172 | 0,11% | 33.091 | Naik ×1 | |||
| IWF | $197.430 | 0,10% | 465 | $7.658 | |||
| Penerbit tidak dikenal (CUSIP: 46090E107) | $188.114 | 0,10% | 341 | Naik ×1 | |||
| GBTC | $180.604 | 0,09% | 2.129 | $32.317 | |||
| FLNG FLEX LNG Ltd. Ordinary Shares | $176.354 | 0,09% | 8.023 | $-104.696 | |||
| PH Parker-Hannifin Corporation Common Stock | $176.015 | 0,09% | 252 | $3.662 | |||
| BND Vanguard Total Bond Market ETF | $174.504 | 0,09% | 2.370 | $5.373 | |||
| SQMX | $168.105 | 0,09% | 5.269 | $-67.490 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $160.716 | 0,08% | 906 | $-21.372 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $158.614 | 0,08% | 508 | $114.343 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $155.788 | 0,08% | 884 | $-25.846 | |||
| JPIE | $153.592 | 0,08% | 3.316 | $-3.181.147 | |||
| BP BP p.l.c. Common Stock | $148.812 | 0,08% | 4.972 | $-11.635 | |||
| CBXJ | $147.053 | 0,08% | 5.551 | Naik ×1 | |||
| SBAR | $146.649 | 0,08% | 5.593 | Naik ×1 | |||
| USFR | $146.438 | 0,08% | 2.911 | $102.086 | |||
| IJR | $144.559 | 0,08% | 1.323 | $135.421 | |||
| TBIL F/m US Treasury 3 Month Bill Fund | $142.286 | 0,07% | 2.846 | $97.875 | |||
| ICOW | $142.148 | 0,07% | 4.177 | Naik ×1 | |||
| COWZ | $142.030 | 0,07% | 2.578 | $33.731 | |||
| AVGO Broadcom Inc. - Common Stock | $140.582 | 0,07% | 510 | $28.147 | |||
| TFLO | $138.984 | 0,07% | 2.744 | $92.326 | |||
| BRKB | $136.502 | 0,07% | 281 | $3.662 | |||
| CRGY Crescent Energy Company Class A Common Stock | $131.152 | 0,07% | 15.250 | $-90.185 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $127.051 | 0,07% | 932 | $44.911 | |||
| VEA | $122.724 | 0,06% | 2.153 | $121.920 | |||
| PR Permian Resources Corporation Class A Common Stock | $120.987 | 0,06% | 8.883 | $-32.040 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $116.760 | 0,06% | 158 | $26.730 | |||
| SPY SPY | $115.698 | 0,06% | 187 | $43.004 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| ETHU | $5.703.187 | 100.763 | 2,99% |
| JBND | $2.145.476 | 40.035 | 1,12% |
| CBOA | $1.399.107 | 53.401 | 0,73% |
| IEF | $1.329.480 | 13.882 | 0,70% |
| AGG | $445.535 | 4.491 | 0,23% |
| DEA | $439.671 | 19.805 | 0,23% |
| SVXY | $368.064 | 8.640 | 0,19% |
| SGOV | $340.937 | 3.386 | 0,18% |
| IJH | $286.572 | 4.621 | 0,15% |
| MSTY | $267.105 | 12.048 | 0,14% |
| FIP | $204.172 | 33.091 | 0,11% |
| Penerbit tidak dikenal (CUSIP: 46090E107) | $188.114 | 341 | 0,10% |
| CBXJ | $147.053 | 5.551 | 0,08% |
| SBAR | $146.649 | 5.593 | 0,08% |
| ICOW | $142.148 | 4.177 | 0,07% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SVOL | Dipangkas | -171K | -$4.1M |
| ECC | Dipangkas | -339K | -$3.7M |
| NEOV | Beli lebih banyak | +1.0M | +$3.5M |
| UCON | Beli lebih banyak | +125K | +$3.1M |
| BIL | Dipangkas | -28K | -$2.5M |
| GBIL | Dipangkas | -25K | -$2.5M |
| GSY | Dipangkas | -43K | -$2.2M |
| ICSH | Dipangkas | -35K | -$1.8M |
| USG | Beli lebih banyak | +31K | +$1.3M |
| BUFD | Beli lebih banyak | +39K | +$1.1M |
6 posisi disembunyikan (pemeriksaan kelengkapan data)