Legacy Edge Advisors, LLC

Q3 2024 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2024
Date filed
8/17/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$625,981
Net value change ($000)
+83,268 (15.3%)
New positions
14
Sold out positions
6
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 9,859 21.4%
VCIT 9,444 22.8%
IWD 5,265 26.5%
VTEB 3,221 19.8%
FLRN 3,191 18.5%
SPSM 3,116 28.6%
SCHD 3,080 23.9%
IWS 2,990 18.9%
IYJ 2,824 26.3%
FPEI 2,527 21.6%
Top Reduces (Value $000, Stocks/ETFs)
VONG -455 -9.3%
HEFA -426 -100.0%
MUB -417 -20.7%
EWJ -354 -100.0%
MSFT -241 -1.7%
COP -232 -100.0%
TLT -225 -100.0%
AAXJ -224 -23.5%
AMAT -206 -100.0%
C -204 -100.0%
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