Legacy Investment Solutions, LLC

CIK: 0002044858SEC EDGAR →

Portfolio Value

$192.1B

Holdings

741

As of

Q2 2025

New Positions

113

Closed Positions

117

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	STEX BIOSIG TECHNOLOGIES INC	6,838,677	$48.8B	25.41%
2	NEOV NEOVOLTA INC	4,567,051	$15.1B	7.84%
3	BITO PROSHARES TR	510,712	$11.0B	5.72%
4	BIL SPDR SERIES TRUST	83,849	$7.7B	4.00%
5	UCON FIRST TR EXCHNG TRADED FD VI	276,854	$6.9B	3.59%
6	ETHUCall VOLATILITY SHS TR	100,863	$5.7B	2.97%
7	ICSH ISHARES TR	98,888	$5.0B	2.61%
8	HIGH SIMPLIFY EXCHANGE TRADED FUN	181,762	$4.4B	2.29%
9	ECC EAGLE POINT CREDIT COMPANY I	508,109	$3.9B	2.03%
10	USG USCF ETF TR	109,347	$3.8B	1.98%

Quarterly Changes

Top Buys

STEX↑ Increased

$45.6B

BITONEW

$11.0B

ETHUNEW

$5.7B

NEOV↑ Increased

$3.6B

UCON↑ Increased

$3.2B

Top Sells

BITOCLOSED

$11.4B

DVNCLOSED

$10.3B

ETHUUSDCLOSED

$6.4B

SVOL↓ Decreased

$4.1B

ECC↓ Decreased

$3.7B

New Positions (113)

$11.0B · 511K shares

$5.7B · 101K shares

$2.2B · 41K shares

$1.4B · 55K shares

$1.4B · 14K shares

$465.0M · 21K shares

$445.5M · 4K shares

$375.7M · 9K shares

$340.9M · 3K shares

$286.6M · 5K shares

$267.1M · 12K shares

FIP

$204.2M · 33K shares

INVESCO QQQ TR

$188.1M · 341 shares

$160.7M · 6K shares

$147.1M · 6K shares

$142.1M · 4K shares

$101.4M · 1K shares

$101.1M · 3K shares

$92.0M · 2K shares

$78.8M · 232 shares

$77.1M · 494 shares

$76.1M · 3K shares

$66.0M · 2K shares

$64.0M · 700 shares

$62.5M · 1K shares

$60.8M · 993 shares

$59.7M · 2K shares

$53.9M · 953 shares

$50.4M · 2K shares

$45.2M · 543 shares

$44.2M · 888 shares

$43.6M · 893 shares

$43.0M · 669 shares

$39.9M · 218 shares

$39.1M · 704 shares

$38.6M · 184 shares

$35.4M · 2K shares

$31.3M · 1K shares

$25.7M · 2K shares

$21.7M · 2K shares

$20.4M · 94 shares

$20.0M · 39 shares

$16.2M · 157 shares

$15.5M · 355 shares

$15.3M · 601 shares

$12.5M · 158 shares

$12.4M · 166 shares

$12.1M · 566 shares

$10.3M · 2K shares

$9.8M · 375 shares

$9.4M · 500 shares

$8.6M · 151 shares

$8.4M · 55 shares

$8.4M · 130 shares

$8.3M · 135 shares

$7.4M · 165 shares

$6.0M · 291 shares

$6.0M · 9 shares

$6.0M · 17 shares

$5.7M · 134 shares

$5.6M · 50 shares

$5.4M · 700 shares

$5.0M · 65 shares

$5.0M · 90 shares

$4.8M · 113 shares

$4.7M · 126 shares

$4.0M · 74 shares

$4.0M · 249 shares

$3.7M · 38 shares

$3.1M · 70 shares

$3.1M · 80 shares

$3.1M · 1K shares

$2.8M · 100 shares

$2.7M · 105 shares

$2.7M · 22 shares

$2.5M · 60 shares

$2.5M · 250 shares

$2.5M · 3 shares

$2.3M · 345 shares

$2.3M · 556 shares

$2.3M · 233 shares

$2.0M · 8 shares

$2.0M · 375 shares

$1.8M · 16 shares

$1.7M · 200 shares

$1.6M · 20 shares

$1.5M · 400 shares

$1.3M · 40 shares

$1.2M · 20 shares

$1.2M · 44 shares

$1.2M · 45 shares

$940K · 15 shares

$900K · 10 shares

$727K · 10 shares

$721K · 7 shares

$628K · 100 shares

$570K · 14 shares

$476K · 4 shares

$465K · 10 shares

$450K · 60 shares

$420K · 10 shares

$414K · 23 shares

$388K · 7 shares

$383K · 3 shares

$377K · 14 shares

$359K · 16 shares

$257K · 9 shares

$242K · 3 shares

$206K · 8 shares

$182K · 1 shares

$129K · 1 shares

$102K · 40 shares

$33K · 1 shares

Closed Positions (117)

$11.4B · 513K shares

$10.3B · 310K shares

$6.4B · 1.6M shares

$619.1M · 57K shares

$482.3M · 19K shares

$328.9M · 12K shares

$327.9M · 13K shares

$138.1M · 264 shares

$107.1M · 3K shares

$55.2M · 304 shares

$43.7M · 451 shares

$42.0M · 400 shares

$41.7M · 882 shares

$34.8M · 933 shares

$32.3M · 459 shares

$24.5M · 150 shares

$23.0M · 252 shares

$22.3M · 392 shares

$14.5M · 110 shares

$12.9M · 200 shares

$11.0M · 178 shares

$10.6M · 127 shares

$10.5M · 200 shares

$8.9M · 400 shares

$8.8M · 300 shares

$8.5M · 39 shares

$7.2M · 168 shares

$7.1M · 400 shares

$6.3M · 700 shares

$6.2M · 300 shares

$5.8M · 30 shares

$5.7M · 480 shares

$5.6M · 28 shares

$5.4M · 620 shares

$5.3M · 57 shares

$5.0M · 50 shares

$4.8M · 25 shares

$4.7M · 85 shares

$4.7M · 150 shares

$4.7M · 181 shares

$4.6M · 400 shares

$4.5M · 35 shares

$4.2M · 102 shares

$4.0M · 42 shares

$4.0M · 38 shares

$3.6M · 3K shares

$3.2M · 115 shares

$3.0M · 25 shares

$3.0M · 8 shares

$2.9M · 10 shares

$2.9M · 43 shares

$2.9M · 33 shares

$2.9M · 13 shares

$2.9M · 40 shares

$2.8M · 22 shares

$2.8M · 38 shares

$2.3M · 11 shares

$2.2M · 75 shares

$2.2M · 500 shares

$2.1M · 60 shares

$2.0M · 12 shares

$2.0M · 2 shares

$1.7M · 17 shares

$1.6M · 625 shares

$1.4M · 85 shares

$1.4M · 1 shares

$1.3M · 80 shares

$1.3M · 5 shares

$1.2M · 29 shares

$1.1M · 1K shares

$1.1M · 7 shares

BHM

$1.1M · 96 shares

LNTH

$1.1M · 12 shares

$1.0M · 27 shares

$1.0M · 197 shares

$981K · 8 shares

$852K · 50 shares

$811K · 28 shares

$762K · 4 shares

$725K · 10 shares

$701K · 42 shares

POWL

$687K · 3 shares

ARROW ELECTRS INC

$642K · 6 shares

$619K · 285 shares

$595K · 22 shares

$584K · 5 shares

$575K · 12 shares

$565K · 25 shares

$543K · 6 shares

$534K · 21 shares

$515K · 4 shares

$513K · 120 shares

$502K · 23 shares

$486K · 75 shares

$474K · 4 shares

$456K · 4 shares

$425K · 150 shares

$423K · 6 shares

$423K · 100 shares

$380K · 5 shares

$347K · 2 shares

$344K · 13 shares

$330K · 4 shares

$251K · 3 shares

$210K · 5 shares

$180K · 4 shares

$147K · 115 shares

$145K · 100 shares

$141K · 1 shares

$136K · 10 shares

$57K · 30 shares

$54K · 5 shares

$51K · 14 shares

$42K · 93 shares

$15K · 3 shares

$13K · 4 shares

MULLEN AUTOMOTIVE INC

$1K · 2 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	315	$154.7B	80.5%
Industrials	50	$16.2B	8.4%
Technology	94	$9.7B	5.1%
Unknown	53	$5.8B	3.0%
Consumer Cyclical	45	$1.6B	0.8%
Energy	39	$1.5B	0.8%
Communication Services	24	$686.9M	0.4%
Consumer Defensive	26	$603.7M	0.3%
Real Estate	15	$577.5M	0.3%
Healthcare	46	$433.9M	0.2%
Utilities	16	$280.7M	0.1%
Basic Materials	18	$65.9M	0.0%