Legacy Investment Solutions, LLC
Legacy Investment Solutions, LLC is a registered investment advisory firm headquartered in Boise, Idaho. The firm manages investment portfolios for individuals (both high net worth and other individuals) as well as pension and profit sharing plans, with an AUM exceeding $240 million as of Q1 2025. Founded in the early 2010s, Legacy Investment Solutions operates with a team of approximately 15 employees and focuses on providing tailored investment strategies and financial planning solutions for U.S. clients.
Investment Strategy
Legacy Investment Solutions, LLC primarily manages discretionary investment portfolios, with the majority of its assets held for individual investors and a smaller portion for pension and profit-sharing plans. The firm focuses on diversified portfolio construction across a wide range of sectors and securities, tailoring asset allocation to clients' risk tolerance and long-term objectives. Current holdings reveal a focus on both growth and value strategies, including notable investments in technology, healthcare, financial instruments, and ETFs, aiming for risk-adjusted returns over time.
Top Holdings
Equity Positions (716)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSGM | BIOSIG TECHNOLOGIES INC | 25.41% | $48.8M | 6,838,677 | $7.14 | $7.14 | +$48.8M |
N NEOV | NEOVOLTA INC | 7.84% | $15.1M | 4,567,051 | $3.30 | $3.30 | +$15.1M |
B BITO | PROSHARES TR | 5.72% | $11.0M | 510,712 | $21.51 | $21.51 | +$11.0M |
B BIL | SPDR SERIES TRUST | 4.00% | $7.7M | 83,849 | $91.73 | $91.73 | +$7.7M |
U UCON | FIRST TR EXCHNG TRADED FD VI | 3.59% | $6.9M | 276,854 | $24.89 | $24.89 | +$6.9M |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $3.0M | 49 | $617.85 | $617.85 | +49 | +$3.0M |
N NVDA | NVIDIA CORPORATION | New | Call | $94.8K | 6 | $157.99 | $157.99 | +6 | +$94.8K |
U USB | US BANCORP DEL | New | Call | $22.6K | 5 | $45.25 | $45.25 | +5 | +$22.6K |
M MU | MICRON TECHNOLOGY INC | New | Call | $12.3K | 1 | $123.25 | $123.25 | +1 | +$12.3K |
D DECK | DECKERS OUTDOOR CORP | New | Call | $10.3K | 1 | $103.07 | $103.07 | +1 | +$10.3K |