Portfolio (Quarterly)
Guide ↗
LEGACY SOLUTIONS, LLC
· CIK 0002053314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FSK | FS KKR CAP CORP | Financial Services | 49,056 | $727K | 0.64% | SOLD |
| 2 | DHI | D R HORTON INC | Consumer Cyclical | 2,444 | $352K | 0.31% | SOLD |
| 3 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 827 | $245K | 0.21% | SOLD |
| 4 | ABT | ABBOTT LABS | Healthcare | 1,895 | $237K | 0.21% | SOLD |
| 5 | BDX | BECTON DICKINSON & CO | Healthcare | 1,172 | $227K | 0.20% | SOLD |
| 6 | MDT | MEDTRONIC PLC | Healthcare | 2,147 | $206K | 0.18% | SOLD |
| 7 | QDEC | FIRST TR EXCHNG TRADED FD VI | — | 6,237 | $203K | 0.18% | SOLD |
Sector Allocation
Financial Services
34.9%
Technology
26.7%
Utilities
10.3%
Industrials
7.0%
Energy
6.2%
Communication Services
5.3%
Consumer Defensive
4.3%
Consumer Cyclical
4.0%
Basic Materials
1.4%