Legacy Edge Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
3/31/2025
Date filed
8/17/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$640,951
Net value change ($000)
+10,957 (1.7%)
New positions
11
Sold out positions
7
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 8/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCIT 28,852 50.4%
JEPI 10,298 NEW
IEFA 4,620 8.8%
VTEB 2,261 10.8%
IWD 1,683 5.4%
SUSC 1,381 97.9%
SCHD 902 5.7%
FPEI 895 5.6%
MA 818 107.6%
BINC 750 218.7%
Top Reduces (Value $000, Stocks/ETFs)
FLRN -16,067 -67.5%
QYLD -10,476 -100.0%
IWF -2,214 -9.4%
VUG -2,131 -11.1%
SOXX -1,648 -16.1%
MSFT -1,547 -11.1%
IGV -1,457 -14.5%
AAPL -943 -10.7%
IVV -931 -6.5%
SPSM -895 -6.5%
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