Legacy Investment Solutions, LLC

Q4 2024 13F Holdings

  • Location
    meridian, ID
  • Num holdings

    752

  • Value ($000)

    $156,474

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0002044858
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NEOV
NEOV

NEOVOLTA INC

COM
$11.50M
7 %

3,527,896

BITO
BITO

PROSHARES TR

BITCOIN ETF
$11.43M
7 %

512,966

DVN
DVN

DEVON ENERGY CORP NEW

COM
$10.26M
7 %

309,469

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
$10.23M
7 %

111,759

ECC
ECC

EAGLE POINT CREDIT COMPANY I

COM
$7.58M
5 %

847,871

SVOL
SVOL

SIMPLIFY EXCHANGE TRADED FUN

VOLATILITY PREM
$7.08M
5 %

334,502

ICSH
ICSH

ISHARES TR

ULTRA SHORT-TERM
$6.77M
4 %

134,153

ETHU
ETHU

VOLATILITY SHS TR

2X ETHER ETF
$6.39M
4 %

1,559,668

GBIL
GBIL

GOLDMAN SACHS ETF TR

ACCES TREASURY
$4.83M
3 %

48,305

HIGH
HIGH

SIMPLIFY EXCHANGE TRADED FUN

ENHANCED INM ETF
$4.13M
3 %

178,325

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