LEGACY SOLUTIONS, LLC 13F Portfolio
LEGACY SOLUTIONS, LLC runs LEGACY SOLUTIONS, LLC and currently holds 91 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $130.94M. Their top holdings are SPDW, IUSG, IUSV, CGGR, JIVE. The top five represent 31.3% of reported portfolio weight. LEGACY SOLUTIONS, LLC ranks #947 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LEGACY SOLUTIONS, LLC initiated 6 new positions. They added to 21 existing positions. They trimmed 31 positions. Their current best-performing preview position is MSFT with returns of +37.50%.
Portfolio Value
$130.94M
Alpha Score
17.8
#947 of 1000
Holdings
91
LEGACY SOLUTIONS, LLC Current 13F Holdings
Reported holdings from LEGACY SOLUTIONS, LLC's latest SEC 13F filing, ranked by portfolio weight.
91 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPDW SPDR INDEX SHS FDS | 7.63% | $34.68 | $49.97 | +44.09% | Added +1.00% |
 IUSG ISHARES TR | 6.76% | $140.77 | $197.75 | +40.48% | Added +2.76% |
 IUSV ISHARES TR | 6.22% | $93.55 | $112.61 | +20.37% | Added +3.83% |
 CGGR CAPITAL GROUP GROWTH ETF | 5.98% | $37.89 | $48.40 | +27.74% | Trimmed -3.10% |
 JIVE J P MORGAN EXCHANGE TRADED F | 4.68% | $95.22 | $94.41 | -0.85% | New Buy |
 IVOO VANGUARD ADMIRAL FDS INC | 3.55% | $106.10 | $124.24 | +17.10% | Added +3.21% |
 SPSM SPDR SERIES TRUST | 3.10% | $45.02 | $53.45 | +18.73% | Added +2.62% |
 SPEM SPDR INDEX SHS FDS | 2.65% | $38.91 | $52.20 | +34.16% | Added +2.06% |
 HTRB HARTFORD FDS EXCHANGE TRADED | 2.45% | $33.32 | $32.17 | -3.45% | Added +10.90% |
 FBND FIDELITY MERRIMACK STR TR | 2.15% | $44.90 | $43.45 | -3.23% | Added +9.00% |
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