Legacy Edge Advisors, LLC

Q4 2024 13F-HR Holdings

Location
Syosset, NY
Holdings as of
12/31/2024
Date filed
8/17/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$629,994
Net value change ($000)
+4,013 (0.6%)
New positions
7
Sold out positions
13
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMXC 14,365 481.2%
VCIT 6,399 12.6%
IWD 5,893 23.5%
SUB 4,554 32.9%
FLRN 3,336 16.3%
FPEI 1,671 11.7%
VTEB 1,574 8.1%
VUG 1,122 6.2%
SPYM 1,010 NEW
IWP 986 5.6%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -18,905 -84.8%
RSP -5,618 -91.2%
IWF -3,833 -14.0%
IEFA -3,123 -5.6%
SGOV -1,567 -46.4%
IWS -949 -5.1%
VONG -854 -19.2%
SOXX -754 -6.9%
AAXJ -729 -100.0%
VTV -495 -3.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type