Legacy Edge Advisors, LLC

Q2 2024 13F-HR Holdings

Location
Syosset, NY
Holdings as of
6/30/2024
Date filed
8/17/2026
Form type
13F-HR
Num holdings
175
Total value ($000)
$542,713
Net value change ($000)
+62,847 (13.1%)
New positions
16
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IEFA 7,657 20.0%
FLRN 4,943 40.1%
VCIT 4,941 13.6%
IEMG 4,274 26.9%
IVV 3,217 29.9%
QUAL 2,533 19.4%
SPSM 2,487 29.6%
VTEB 2,459 17.9%
AAPL 2,432 52.6%
FPEI 2,417 26.0%
Top Reduces (Value $000, Stocks/ETFs)
AAXJ -3,786 -79.9%
ESGV -815 -100.0%
BOND -766 -65.9%
IUSB -688 -23.7%
SUB -603 -4.4%
VTV -577 -3.7%
VGSH -548 -33.2%
SGOV -411 -15.9%
VTES -410 -100.0%
VCSH -367 -54.3%
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