Legacy Investment Solutions, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-06-30, Legacy Investment Solutions, LLC opened 44 positions, added to 56, reduced 135, sold out of 72 and left 206 unchanged. The largest increase in value was STEX (+$45,553,589); the largest decrease was DVN (-$10,192,895).
- STEX: Country of operation United States; Class COM; Shares 2024-12-31 3,603,173; Shares 2025-06-30 6,838,677.
- NEOV: Country of operation United States; Class COM; Shares 2024-12-31 3,527,896; Shares 2025-06-30 4,567,051.
- TT: Country of operation —; Class SHS; Shares 2024-12-31 107; Shares 2025-06-30 628.
- NVDA: Country of operation United States; Class COM; Shares 2024-12-31 5,056; Shares 2025-06-30 5,252.
Two Form 13F-HR filings compared (SEC CIK 2044858): 2024-12-31 (filed 2025-02-14) and 2025-06-30 (filed 2025-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-06-30 | Share change | Value 2024-12-31 | Value 2025-06-30 | Value change |
|---|
STEX
BIOSIG TECHNOLOGIES INC | United States | COM | 3,603,173 | 6,838,677 | +3,235,504 | $3,274,565 | $48,828,154 | +$45,553,589 |
|---|
NEOV
NEOVOLTA INC | United States | COM | 3,527,896 | 4,567,051 | +1,039,155 | $11,500,942 | $15,071,269 | +$3,570,327 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 107 | 628 | +521 | $38,107 | $274,694 | +$236,587 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 5,056 | 5,252 | +196 | $656,474 | $829,767 | +$173,293 |
|---|
AAPL
APPLE INC | United States | COM | 3,407 | 4,579 | +1,172 | $775,536 | $939,449 | +$163,913 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 84 | 508 | +424 | $44,271 | $158,614 | +$114,343 |
|---|
CRGY
CRESCENT ENERGY COMPANY | United States | CL A COM | 15,495 | 16,013 | +518 | $227,158 | $137,714 | -$89,444 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 242 | 396 | +154 | $66,744 | $114,931 | +$48,187 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 741 | 932 | +191 | $82,140 | $127,051 | +$44,911 |
|---|
TSLA
TESLA INC | United States | COM | 889 | 1,152 | +263 | $321,481 | $365,945 | +$44,464 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 90 | 190 | +100 | $23,751 | $57,918 | +$34,167 |
|---|
AVGO
BROADCOM INC | United States | COM | 500 | 510 | +10 | $112,435 | $140,582 | +$28,147 |
|---|
META
META PLATFORMS INC | United States | CL A | 126 | 158 | +32 | $90,030 | $116,760 | +$26,730 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 383 | 423 | +40 | $399,780 | $418,745 | +$18,965 |
|---|
SM
SM ENERGY CO | United States | COM | 1,734 | 3,300 | +1,566 | $64,818 | $81,544 | +$16,726 |
|---|
APA
APA CORPORATION | United States | COM | 4,433 | 4,444 | +11 | $96,067 | $81,286 | -$14,781 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 119 | 147 | +28 | $30,029 | $43,333 | +$13,304 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 3,244 | 3,324 | +80 | $48,369 | $60,531 | +$12,162 |
|---|
INTC
INTEL CORP | United States | COM | 13 | 505 | +492 | $249 | $11,312 | +$11,063 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 2,301 | 2,414 | +113 | $250,556 | $260,250 | +$9,694 |
|---|
ABBV
ABBVIE INC | United States | COM | 8 | 58 | +50 | $1,525 | $10,766 | +$9,241 |
|---|
NREF
NEXPOINT REAL ESTATE FIN INC | United States | COM | 1,000 | 1,774 | +774 | $15,560 | $24,464 | +$8,904 |
|---|
ABT
ABBOTT LABS | United States | COM | 19 | 77 | +58 | $2,453 | $10,473 | +$8,020 |
|---|
VEEV
VEEVA SYS INC | United States | CL A COM | 100 | 110 | +10 | $23,720 | $31,678 | +$7,958 |
|---|
PWR
QUANTA SVCS INC | United States | COM | 95 | 99 | +4 | $29,663 | $37,430 | +$7,767 |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 59 | 400 | +341 | $1,176 | $7,252 | +$6,076 |
|---|
CEG
CONSTELLATION ENERGY CORP | United States | COM | 20 | 37 | +17 | $6,196 | $11,943 | +$5,747 |
|---|
CIVI
CIVITAS RESOURCES INC | United States | COM NEW | 1,213 | 1,915 | +702 | $58,079 | $52,702 | -$5,377 |
|---|
PHYS
SPROTT PHYSICAL GOLD TR | Canada | UNIT | 1,400 | 1,413 | +13 | $31,024 | $35,820 | +$4,796 |
|---|
DECK
DECKERS OUTDOOR CORP | United States | COM | 12 | 57 | +45 | $2,019 | $5,875 | +$3,856 |
|---|
DTE
DTE ENERGY CO | United States | COM | 255 | 265 | +10 | $31,289 | $35,102 | +$3,813 |
|---|
NEOVW
NEOVOLTA INC | | *W EXP 04/01/202 | 14,596 | 18,139 | +3,543 | $21,894 | $25,576 | +$3,682 |
|---|
NOG
NORTHERN OIL & GAS INC | United States | COM | 703 | 746 | +43 | $24,718 | $21,150 | -$3,568 |
|---|
RTX
RTX CORPORATION | United States | COM | 99 | 107 | +8 | $12,668 | $15,625 | +$2,957 |
|---|
RRC
RANGE RES CORP | United States | COM | 571 | 573 | +2 | $21,270 | $23,304 | +$2,034 |
|---|
AR
ANTERO RESOURCES CORP | United States | COM | 222 | 255 | +33 | $8,403 | $10,272 | +$1,869 |
|---|
RDDT
REDDIT INC | United States | CL A | 23 | 24 | +1 | $5,181 | $3,614 | -$1,567 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 32 | 36 | +4 | $9,590 | $11,094 | +$1,504 |
|---|
ENB
ENBRIDGE INC | | COM | 13 | 45 | +32 | $578 | $2,040 | +$1,462 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 76 | 79 | +3 | $14,740 | $16,167 | +$1,427 |
|---|
BTE
BAYTEX ENERGY CORP | | COM | 386 | 1,202 | +816 | $942 | $2,152 | +$1,210 |
|---|
EOG
EOG RES INC | United States | COM | 154 | 172 | +18 | $19,481 | $20,573 | +$1,092 |
|---|
OVV
OVINTIV INC | | COM | 30 | 61 | +31 | $1,276 | $2,322 | +$1,046 |
|---|
MTDR
MATADOR RES CO | United States | COM | 18 | 42 | +24 | $1,021 | $2,005 | +$984 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 177 | 186 | +9 | $12,084 | $12,913 | +$829 |
|---|
TJX
TJX COS INC NEW | United States | COM | 247 | 256 | +9 | $30,799 | $31,614 | +$815 |
|---|
AMZN
AMAZON COM INC | United States | COM | 3,941 | 4,120 | +179 | $903,081 | $903,888 | +$807 |
|---|
RGTI
RIGETTI COMPUTING INC | United States | COMMON STOCK | 77 | 134 | +57 | $990 | $1,590 | +$600 |
|---|
VTLE
VITAL ENERGY INC | United States | COM | 39 | 112 | +73 | $1,229 | $1,803 | +$574 |
|---|
IONQ
IONQ INC | United States | COM | 2 | 7 | +5 | $82 | $301 | +$219 |
|---|
CELH
CELSIUS HLDGS INC | United States | COM NEW | 3 | 6 | +3 | $68 | $279 | +$211 |
|---|
MGY
MAGNOLIA OIL & GAS CORP | United States | CL A | 20 | 29 | +9 | $456 | $652 | +$196 |
|---|
FTNT
FORTINET INC | United States | COM | 14 | 16 | +2 | $1,508 | $1,692 | +$184 |
|---|
RIVN
RIVIAN AUTOMOTIVE INC | United States | COM CL A | 40 | 48 | +8 | $500 | $660 | +$160 |
|---|
QUBT
QUANTUM COMPUTING INC | United States | COM | 7 | 8 | +1 | $65 | $154 | +$89 |
|---|
HYLN
HYLIION HOLDINGS CORP | United States | COMMON STOCK | 140 | 190 | +50 | $282 | $251 | -$31 |
|---|
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