Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Legacy Solutions, Llc > Profile

Instuitional Investor - Legacy Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Solutions, Llc
Portfolio Value $104,379,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 226,767 $16,483,680 15.79%
2.
Spdr Index Shs Fds
 214,437 $8,682,539 8.32%
3.
Ishares Trust
 IEF 52,251 $7,858,590 7.53%
4.
Ishares Trust
 IEF 73,408 $6,946,613 6.66%
5.
Capital Group Growth Etf
 158,030 $6,423,934 6.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)