Legacy Investment Solutions, LLC Top Holdings and 13F Report (2024) About Legacy Investment Solutions, LLCInvestment ActivityLegacy Investment Solutions, LLC has $171.50 million in total holdings as of September 30, 2024.Legacy Investment Solutions, LLC owns shares of 702 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Largest Holdings NeoVolta $17,807,299ProShares Bitcoin ETF $14,186,435SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $12,065,186Goldman Sachs Access Treasury 0-1 Year ETF $10,885,024Simplify Volatility Premium ETF $10,595,349 Sector AllocationMap of 500 Largest Holdings ofLegacy Investment Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNEOVNeoVolta$17,807,2993,484,79410.4%Oils/EnergyBITOProShares Bitcoin ETF$14,186,435586,4598.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$12,065,186131,7167.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$10,885,024108,8726.3%ETFSVOLSimplify Volatility Premium ETF$10,595,349483,1446.2%ETFPROSHARES TR$8,776,904137,9375.1%ETHER ETFDVNDevon Energy$8,002,377204,6124.7%Oils/EnergyFSKFS KKR Capital$7,829,775370,2024.6%FinanceSPYSPDR S&P 500 ETF Trust$7,345,43712,3004.3%FinanceICSHiShares Ultra Short-Term Bond Active ETF$5,573,670110,3263.2%ETFGSYInvesco Ultra Short Duration ETF$4,792,34395,4652.8%ETFGLDXUSCF Gold Strategy Plus Income Fund$3,866,487133,8382.3%ETFJPIEJPMorgan Income ETF$3,820,90583,6452.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$3,671,725148,7132.1%ETFJCPBJPMorgan Core Plus Bond ETF$3,503,79875,3912.0%ETFFTSLFirst Trust Senior Loan ETF$2,786,23560,0871.6%ManufacturingJAAAJanus Henderson AAA CLO ETF$2,533,64149,8651.5%ETFJ P MORGAN EXCHANGE TRADED F$2,100,11333,4201.2%HEDGED EQUITY LASHViShares Short Treasury Bond ETF$2,071,05918,7801.2%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$1,975,89641,3801.2%ETFDUOLINGO INC$1,948,6666,0251.1%CL A COMQLDProShares Ultra QQQ$1,346,75612,2700.8%ETFSSOProShares Ultra S&P500$1,334,30813,7970.8%ETFHIGHSimplify Enhanced Income ETF$1,311,13355,6510.8%ETFQPXAdvisorShares Q Dynamic Growth ETF$1,188,29932,7680.7%ETFAMZNAmazon.com$1,043,7384,8750.6%Retail/WholesaleDSTLDistillate U.S. Fundamental Stability & Value ETF$1,020,67017,6770.6%ETFFIRST TR EXCHNG TRADED FD VI$1,011,49142,3810.6%FT VEST LADAGGHSimplify Aggregate Bond PLUS Credit Hedge ETF$899,34743,4680.5%ETFVTIVanguard Total Stock Market ETF$887,4882,9960.5%ETFDEAEasterly Government Properties$856,03465,3960.5%FinanceBUFDFT Vest Laddered Deep Buffer ETF$828,97332,4960.5%ETFBUCKSimplify Stable Income ETF$789,47732,0530.5%ETFAAPLApple$749,6503,3300.4%Computer and TechnologyJSCPJPMorgan Short Duration Core Plus ETF$728,61515,5820.4%ETFETF SER SOLUTIONS$684,16718,4760.4%DISTILLATE SMLMDSIMPLIFY EXCHANGE TRADED FUN$673,20327,6810.4%MULTI QIS ALTERNBUFQFT Vest Laddered Nasdaq Buffer ETF$611,21919,5340.4%ETFNXDTNexPoint Diversified Real Estate Trust$573,62899,0720.3%Real EstateFTSMFirst Trust Enhanced Short Maturity ETF$539,6989,0160.3%ManufacturingBUFTFT Vest Buffered Allocation Defensive ETF$535,44223,9250.3%ETFBUFRFT Vest Laddered Buffer ETF$518,02117,0010.3%ETFMSFTMicrosoft$465,5951,0950.3%Computer and TechnologyCOSTCostco Wholesale$354,8183800.2%Retail/WholesaleTQQQProShares UltraPro QQQ$349,2444,2700.2%ETFSTRSitio Royalties$347,27714,6530.2%Oils/EnergyUPROProShares UltraPro S&P 500$339,9483,5720.2%ETFINNOVATOR ETFS TRUST$325,62312,0730.2%EQUITY DEFINED PCALAMOS ETF TR$323,96612,9690.2%S&P 500 STRUCTURRDVYFirst Trust NASDAQ Rising Dividend Achievers$322,6435,1450.2%ManufacturingTSLATesla$315,7109560.2%Auto/Tires/TrucksCALAMOS ETF TR$312,61212,2570.2%LADDERED S&P 500FLNGFLEX LNG$310,57112,1080.2%TransportationFTGSFirst Trust Growth Strength ETF$308,7999,4060.2%ETFXOMExxon Mobil$306,9552,5270.2%Oils/EnergyDGRWWisdomTree U.S. Quality Dividend Growth Fund$303,9043,5880.2%ManufacturingNVDANVIDIA$292,5402,0000.2%Computer and TechnologyNVDANVIDIA$275,1371,8810.2%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$265,4667800.2%ETFCRGYCrescent Energy$230,66816,7150.1%Oils/EnergyRDVIFT Vest Rising Dividend Achievers Target Income ETF$228,1488,8020.1%ETFFTHIFirst Trust BuyWrite Income ETF$219,4489,2360.1%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$214,7163,9910.1%ETFVUGVanguard Growth ETF$201,0424920.1%ETFGOOGAlphabet$197,2761,0930.1%Computer and TechnologyPHParker-Hannifin$178,0282520.1%Industrial ProductsPERMIAN RESOURCES CORP$173,51111,4680.1%CLASS A COMIWFiShares Russell 1000 Growth ETF$168,5114230.1%ETFGOOGLAlphabet$154,1958620.1%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$152,4292,3680.1%ManufacturingGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$141,3761,1330.1%ETFBRK.BBerkshire Hathaway$132,9412840.1%FinanceAIRRFirst Trust RBA American Industrial Renaissance ETF$131,9801,5740.1%ManufacturingQQQInvesco QQQ$124,9892440.1%FinanceCIONCION Investment$124,20610,9240.1%FinanceFTXLFirst Trust Nasdaq Semiconductor ETF$122,8691,3790.1%ManufacturingBIVVanguard Intermediate-Term Bond ETF$119,2561,5850.1%ETFCOWZPacer US Cash Cows 100 ETF$117,0551,9630.1%ETFEIPXFT Energy Income Partners Strategy ETF$115,5824,5890.1%ETFOKEONEOK$114,8771,0620.1%Oils/EnergyXSMOInvesco S&P SmallCap Momentum ETF$113,6221,5860.1%ETFSUBiShares Short-Term National Muni Bond ETF$111,5881,0580.1%ETFMGVVanguard Mega Cap Value ETF$108,3298270.1%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$105,7652,5640.1%ETFAPAAPA$104,0694,7260.1%Oils/EnergyIVViShares Core S&P 500 ETF$97,8331630.1%ETFETNEaton$97,5912640.1%Industrial ProductsJEPIJPMorgan Equity Premium Income ETF$95,6131,5930.1%ETFCTRACoterra Energy$95,5263,7300.1%Oils/EnergyGRAYSCALE BITCOIN TR BTC$88,0681,2350.1%SHS REP COM UTSMSM Energy$83,3751,9070.0%Oils/EnergyBALTInnovator Defined Wealth Shield ETF$83,2862,6660.0%ETFVOOVanguard S&P 500 ETF$80,1591460.0%ETFKRPKimbell Royalty Partners$79,3814,8610.0%Oils/EnergyVOEVanguard Mid-Cap Value ETF$77,3154510.0%ETFVVisa$76,7522480.0%Business ServicesSPMOInvesco S&P 500 Momentum ETF$76,0027870.0%ETFMETAMeta Platforms$74,2401280.0%Computer and TechnologyNXPINXP Semiconductors$72,6853260.0%Computer and TechnologyINTUIntuit$70,6251000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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