Legacy Edge Advisors, LLC

Q1 2024 13F-HR Holdings

Location
Syosset, NY
Holdings as of
3/31/2024
Date filed
8/17/2026
Form type
13F-HR
Num holdings
164
Total value ($000)
$479,866
Net value change ($000)
+42,866 (9.8%)
New positions
17
Sold out positions
11
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
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)
VCIT 9,822 36.9%
SPSM 8,397 NEW
FPEI 4,471 92.4%
QUAL 4,007 44.4%
FLRN 3,568 40.8%
IEFA 3,557 10.2%
IWD 3,361 22.6%
IYJ 2,245 28.9%
VTEB 2,050 17.5%
SCHD 1,826 18.7%
Top Reduces (Value $000, Stocks/ETFs)
IWM -7,192 -61.9%
VGSH -2,511 -60.3%
IUSB -2,053 -41.5%
BOND -1,936 -62.5%
FPE -1,790 -84.7%
VTC -1,030 -53.8%
LOW -990 -70.2%
WMT -804 -77.2%
VTV -695 -4.2%
VUG -687 -3.9%
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