Legacy Investment Solutions, LLC 13F Holdings · last filed Q2 2025
Legacy Investment Solutions, LLC reported 740 securities worth $192.15M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: STEX (25.41%), NEOV (7.84%), BITO (5.72%). Among its top 25 positions this quarter: 2 new, 11 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STEX | BIOSIG TECHNOLOGIES INC | $48.8M | 25.41% | 6.8M | Added |
| 2 | NEOV | NEOVOLTA INC | $15.1M | 7.84% | 4.6M | Added |
| 3 | BITO | PROSHARES TR | $11.0M | 5.72% | 510,712 | Trimmed |
| 4 | BIL | SPDR SERIES TRUST | $7.7M | 4.00% | 83,849 | Trimmed |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $6.9M | 3.59% | 276,854 | Added |
| 6 | ETHU | VOLATILITY SHS TR | $5.7M | 2.97% | 100,763 | New |
| 7 | ICSH | ISHARES TR | $5.0M | 2.61% | 98,888 | Trimmed |
| 8 | HIGH | SIMPLIFY EXCHANGE TRADED FUN | $4.4M | 2.29% | 181,762 | Added |
| 9 | ECC | EAGLE POINT CREDIT COMPANY I | $3.9M | 2.03% | 508,109 | Trimmed |
| 10 | USG | USCF ETF TR | $3.8M | 1.98% | 109,347 | Added |
| 11 | FSK | FS KKR CAP CORP | $3.5M | 1.82% | 168,407 | Trimmed |
| 12 | SPY | SPDR S&P 500 ETF TR | $3.1M | 1.64% | 187 | Trimmed |
| 13 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | $3.0M | 1.56% | 163,193 | Trimmed |
| 14 | BUFD | FIRST TR EXCHNG TRADED FD VI | $2.8M | 1.47% | 106,530 | Added |
| 15 | MSTR | MICROSTRATEGY INC | $2.8M | 1.43% | 6,811 | Trimmed |
| 16 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $2.4M | 1.23% | 71,427 | Added |
| 17 | GBIL | GOLDMAN SACHS ETF TR | $2.3M | 1.19% | 22,862 | Trimmed |
| 18 | JBND | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.16% | 41,462 | New |
| 19 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.15% | 46,989 | Trimmed |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.2M | 1.13% | 68,328 | Added |
| 21 | QLD | PROSHARES TR | $1.9M | 0.99% | 16,228 | Added |
| 22 | BUFT | FIRST TR EXCHNG TRADED FD VI | $1.9M | 0.98% | 80,030 | Added |
| 23 | DUOL | DUOLINGO INC | $1.8M | 0.96% | 4,500 | Hold |
| 24 | SSO | PROSHARES TR | $1.7M | 0.88% | 17,340 | Added |
| 25 | FTSL | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.86% | 35,870 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR