Legacy Investment Solutions, LLC

data from 30/06/2025

Capitalization

$ 192.146 M ^{100.00 %}

Average holding period

1 ans

Performance

$ 10.834 M ^{6.32 %}

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Legacy Investment Solutions, LLC

Date	Ticket	Name	Weight	Capitalization	Share number	First added
2025/06/30	BSGM	BIOSIG TECHNOLOGIES INC	25.41%	48.828 M $	6838677	2025/06/30
2025/06/30	NEOV	NEOVOLTA INC	7.84%	15.071 M $	4567051	2025/06/30
2025/06/30	BITO	PROSHARES TR	5.72%	10.985 M $	510712	2025/06/30
2025/06/30	BIL	SPDR SERIES TRUST	4.00%	7.691 M $	83849	2025/06/30
2025/06/30	UCON	FIRST TR EXCHNG TRADED FD VI	3.59%	6.891 M $	276854	2025/06/30
2025/06/30		VOLATILITY SHS TR	2.97%	5.703 M $	100763	2025/06/30
2025/06/30	ICSH	ISHARES TR	2.61%	5.015 M $	98888	2025/06/30
2025/06/30	HIGH	SIMPLIFY EXCHANGE TRADED FUN	2.29%	4.404 M $	181762	2025/06/30
2025/06/30	ECC	EAGLE POINT CREDIT COMPANY I	2.03%	3.892 M $	508109	2025/06/30
2025/06/30		USCF ETF TR	1.98%	3.803 M $	109347	2025/06/30
2025/06/30	FSK	FS KKR CAP CORP	1.82%	3.494 M $	168407	2025/06/30
2025/06/30	SPY	SPDR S&P 500 ETF TR	1.58%	3.027 M $	4900	2025/06/30
2025/06/30	SVOL	SIMPLIFY EXCHANGE TRADED FUN	1.56%	3.001 M $	163193	2025/06/30
2025/06/30	BUFD	FIRST TR EXCHNG TRADED FD VI	1.47%	2.829 M $	106530	2025/06/30
2025/06/30	MSTR	MICROSTRATEGY INC	1.43%	2.753 M $	6811	2025/06/30
2025/06/30	BUFQ	FIRST TR EXCHNG TRADED FD VI	1.23%	2.371 M $	71427	2025/06/30
2025/06/30	GBIL	GOLDMAN SACHS ETF TR	1.19%	2.290 M $	22862	2025/06/30
2025/06/30	JBND	J P MORGAN EXCHANGE TRADED F	1.16%	2.222 M $	41462	2025/06/30
2025/06/30	JCPB	J P MORGAN EXCHANGE TRADED F	1.15%	2.211 M $	46989	2025/06/30
2025/06/30	BUFR	FIRST TR EXCHNG TRADED FD VI	1.13%	2.173 M $	68328	2025/06/30
2025/06/30	QLD	PROSHARES TR	0.99%	1.910 M $	16228	2025/06/30
2025/06/30	BUFT	FIRST TR EXCHNG TRADED FD VI	0.98%	1.886 M $	80030	2025/06/30
2025/06/30	DUOL	DUOLINGO INC	0.96%	1.845 M $	4500	2025/06/30
2025/06/30	SSO	PROSHARES TR	0.88%	1.694 M $	17340	2025/06/30
2025/06/30	FTSL	FIRST TR EXCHANGE-TRADED FD	0.86%	1.646 M $	35870	2025/06/30
2025/06/30		CALAMOS ETF TR	0.75%	1.450 M $	55336	2025/06/30
2025/06/30	FTGS	FIRST TR EXCHANGE-TRADED FD	0.74%	1.422 M $	41600	2025/06/30
2025/06/30	FLRT	PACER FDS TR	0.73%	1.412 M $	29657	2025/06/30
2025/06/30	HELO	J P MORGAN EXCHANGE TRADED F	0.73%	1.395 M $	22284	2025/06/30
2025/06/30	IEF	ISHARES TR	0.72%	1.379 M $	14398	2025/06/30
2025/06/30	RDVY	FIRST TR EXCHANGE TRADED FD	0.71%	1.362 M $	21715	2025/06/30
2025/06/30	DGRW	WISDOMTREE TR	0.65%	1.255 M $	14987	2025/06/30
2025/06/30	GSY	INVESCO ACTIVELY MANAGED EXC	0.61%	1.168 M $	23292	2025/06/30
2025/06/30	IVV	ISHARES TR	0.59%	1.133 M $	1825	2025/06/30
2025/06/30	VTI	VANGUARD INDEX FDS	0.56%	1.078 M $	3548	2025/06/30
2025/06/30	SHV	ISHARES TR	0.51%	978.653 K $	8863	2025/06/30
2025/06/30	AAPL	APPLE INC	0.49%	939.449 K $	4579	2025/06/30
2025/06/30	AMZN	AMAZON COM INC	0.47%	903.888 K $	4120	2025/06/30
2025/06/30	NVDA	NVIDIA CORPORATION	0.43%	829.767 K $	5252	2025/06/30
2025/06/30	BUFZ	FIRST TR EXCHNG TRADED FD VI	0.39%	755.679 K $	30312	2025/06/30
2025/06/30	QPX	ADVISORSHARES TR	0.39%	742.091 K $	19157	2025/06/30
2025/06/30	RDVI	FIRST TR EXCHANGE-TRADED FD	0.35%	680.094 K $	27523	2025/06/30
2025/06/30	FTHI	FIRST TR EXCHANGE TRADED FD	0.34%	654.722 K $	28653	2025/06/30
2025/06/30	CIBR	FIRST TR EXCHANGE TRADED FD	0.32%	619.908 K $	8202	2025/06/30
2025/06/30	KNG	FIRST TR EXCHANGE-TRADED FD	0.31%	590.330 K $	12023	2025/06/30
2025/06/30	FTSM	FIRST TR EXCHANGE-TRADED FD	0.30%	585.469 K $	9779	2025/06/30
2025/06/30	AGGH	SIMPLIFY EXCHANGE TRADED FUN	0.29%	559.159 K $	27091	2025/06/30
2025/06/30	BUCK	SIMPLIFY EXCHANGE TRADED FUN	0.27%	525.210 K $	22217	2025/06/30
2025/06/30	GRID	FIRST TR EXCHANGE TRADED FD	0.27%	520.908 K $	3747	2025/06/30
2025/06/30	MSFT	MICROSOFT CORP	0.27%	519.795 K $	1045	2025/06/30
2025/06/30	DEA	EASTERLY GOVT PPTYS INC	0.24%	464.957 K $	20944	2025/06/30
2025/06/30	AGG	ISHARES TR	0.23%	445.535 K $	4491	2025/06/30
2025/06/30	AIRR	FIRST TR EXCHANGE TRADED FD	0.23%	442.247 K $	5433	2025/06/30
2025/06/30	MGV	VANGUARD WORLD FD	0.23%	442.144 K $	3370	2025/06/30
2025/06/30	FTXL	FIRST TR EXCHANGE TRADED FD	0.23%	440.845 K $	4595	2025/06/30
2025/06/30	QIS	SIMPLIFY EXCHANGE TRADED FUN	0.22%	420.252 K $	19111	2025/06/30
2025/06/30	COST	COSTCO WHSL CORP NEW	0.22%	418.745 K $	423	2025/06/30
2025/06/30	EIPX	FIRST TR EXCHANGE-TRADED FD	0.22%	417.144 K $	16274	2025/06/30
2025/06/30	SVXY	PROSHARES TR II	0.20%	375.732 K $	8820	2025/06/30
2025/06/30	TSLA	TESLA INC	0.19%	365.945 K $	1152	2025/06/30
2025/06/30	NXDT	NEXPOINT DIVERSIFIED REL ET	0.18%	343.598 K $	82004	2025/06/30
2025/06/30	SGOV	ISHARES TR	0.18%	340.937 K $	3386	2025/06/30
2025/06/30	DSMC	ETF SER SOLUTIONS	0.16%	300.225 K $	9232	2025/06/30
2025/06/30	DSTL	ETF SER SOLUTIONS	0.16%	299.285 K $	5407	2025/06/30
2025/06/30	JSCP	J P MORGAN EXCHANGE TRADED F	0.15%	294.366 K $	6205	2025/06/30
2025/06/30	IJH	ISHARES TR	0.15%	286.572 K $	4621	2025/06/30
2025/06/30	MGK	VANGUARD WORLD FD	0.15%	279.022 K $	762	2025/06/30
2025/06/30	TT	TRANE TECHNOLOGIES PLC	0.14%	274.694 K $	628	2025/06/30
2025/06/30	MSTY	TIDAL TR II	0.14%	267.105 K $	12048	2025/06/30
2025/06/30	XOM	EXXON MOBIL CORP	0.14%	260.250 K $	2414	2025/06/30
2025/06/30	SPDW	SPDR INDEX SHS FDS	0.11%	206.032 K $	5088	2025/06/30
2025/06/30	FIP	FTAI INFRASTRUCTURE INC	0.11%	204.172 K $	33091	2025/06/30
2025/06/30	IWF	ISHARES TR	0.10%	197.430 K $	465	2025/06/30
2025/06/30		INVESCO QQQ TR	0.10%	188.114 K $	341	2025/06/30
2025/06/30	FLNG	FLEX LNG LTD	0.10%	186.180 K $	8470	2025/06/30
2025/06/30	GBTC	GRAYSCALE BITCOIN TRUST ETF	0.09%	180.604 K $	2129	2025/06/30
2025/06/30	PH	PARKER-HANNIFIN CORP	0.09%	176.015 K $	252	2025/06/30
2025/06/30	BND	VANGUARD BD INDEX FDS	0.09%	174.504 K $	2370	2025/06/30
2025/06/30		FIRST TR EXCHNG TRADED FD VI	0.09%	168.105 K $	5269	2025/06/30
2025/06/30	GOOG	ALPHABET INC	0.08%	160.716 K $	906	2025/06/30
2025/06/30	SBAR	SIMPLIFY EXCHANGE TRADED FUN	0.08%	160.651 K $	6127	2025/06/30
2025/06/30	UNH	UNITEDHEALTH GROUP INC	0.08%	158.614 K $	508	2025/06/30
2025/06/30	GOOGL	ALPHABET INC	0.08%	155.788 K $	884	2025/06/30
2025/06/30	JPIE	J P MORGAN EXCHANGE TRADED F	0.08%	153.592 K $	3316	2025/06/30
2025/06/30	BP	BP PLC	0.08%	148.812 K $	4972	2025/06/30
2025/06/30		CALAMOS ETF TR	0.08%	147.053 K $	5551	2025/06/30
2025/06/30	USFR	WISDOMTREE TR	0.08%	146.438 K $	2911	2025/06/30
2025/06/30	IJR	ISHARES TR	0.08%	144.559 K $	1323	2025/06/30
2025/06/30	TBIL	RBB FD INC	0.07%	142.286 K $	2846	2025/06/30
2025/06/30	ICOW	PACER FDS TR	0.07%	142.148 K $	4177	2025/06/30
2025/06/30	COWZ	PACER FDS TR	0.07%	142.030 K $	2578	2025/06/30
2025/06/30	AVGO	BROADCOM INC	0.07%	140.582 K $	510	2025/06/30
2025/06/30	TFLO	ISHARES TR	0.07%	138.984 K $	2744	2025/06/30
2025/06/30	CRGY	CRESCENT ENERGY COMPANY	0.07%	137.714 K $	16013	2025/06/30
2025/06/30	BRK-B	BERKSHIRE HATHAWAY INC DEL	0.07%	136.502 K $	281	2025/06/30
2025/06/30	PR	PERMIAN RESOURCES CORP	0.07%	127.893 K $	9390	2025/06/30
2025/06/30	PLTR	PALANTIR TECHNOLOGIES INC	0.07%	127.051 K $	932	2025/06/30
2025/06/30	VEA	VANGUARD TAX-MANAGED FDS	0.06%	122.724 K $	2153	2025/06/30
2025/06/30	VTV	VANGUARD INDEX FDS	0.06%	119.830 K $	678	2025/06/30
2025/06/30	META	META PLATFORMS INC	0.06%	116.760 K $	158	2025/06/30