Legacy Edge Advisors, LLC

13F filer, CIK 2105396, SYOSSET, NY

Legacy Edge Advisors, LLC reported $629,994,439 across 177 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2026-08-17. Its ten largest share positions make up 44.98% of the portfolio.

Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC13F-HR 0002105396-26-000006

Period: 2024-12-31
Reported value: $630M
Holdings: 177
Top 10 weight: 44.98%
New: 7
Sold out: 13

Largest buys vs the previous quarter

Security	Shares change	Approx. value
EMXCadded	+263,662	$14.6M
SCHDadded	+391,504	$10.7M
VCITadded	+104,605	$8.41M
IWDadded	+35,599	$6.57M
SUBadded	+44,018	$4.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IEMGreduced	-323,543	-$16.9M
IWFreduced	-14,810	-$6M
RSPreduced	-31,284	-$5.47M
SGOVreduced	-15,482	-$1.55M
VONGreduced	-11,602	-$1.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002105396-26-000006, largest first. % of portfolio is the value over $629,994,439, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VCITVANGUARD SCOTTSDALE FDS	711,228	$57.2M	9.08%	+104,605	Timeline
IEFAISHARES TR	749,507	$52.7M	8.37%	+34,223	Timeline
IWDISHARES TR	167,840	$31M	4.92%	+35,599	Timeline
FLRNSPDR SERIES TRUST	774,178	$23.8M	3.78%	+111,166	Timeline
IWFISHARES TR	57,918	$23.5M	3.73%	-14,810	Timeline
VTEBVANGUARD MUN BD FDS	419,265	$21M	3.34%	+38,744	Timeline
VUGVANGUARD INDEX FDS	46,500	$19.3M	3.06%	-744	Timeline
IWPISHARES TR	146,171	$18.6M	2.96%	-4,344	Timeline
SUBISHARES TR	174,386	$18.4M	2.92%	+44,018	Timeline
QUALISHARES TR	100,056	$17.9M	2.84%	-664	Timeline
IWSISHARES TR	138,058	$17.8M	2.83%	-3,909	Timeline
EMXCISHARES INC	312,508	$17.4M	2.75%	+263,662	Timeline
VTVVANGUARD INDEX FDS	94,561	$16M	2.54%	+213	Timeline
FPEIFIRST TR EXCH TRADED FD III	851,036	$15.9M	2.53%	+103,665	Timeline
SCHDSCHWAB STRATEGIC TR	580,565	$15.8M	2.51%	+391,504	Timeline
IVVISHARES TR	24,217	$14.3M	2.27%	-801	Timeline
MSFTMICROSOFT CORP	32,697	$13.9M	2.2%	+114	Timeline
SPSMSPDR SERIES TRUST	306,776	$13.8M	2.19%	-847	Timeline
IYJISHARES TR	99,018	$13.2M	2.1%	-2,329	Timeline
QYLDGLOBAL X FDS	572,764	$10.5M	1.66%	-1,052	Timeline
SOXXISHARES TR	47,105	$10.2M	1.62%	-549	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	160,046	$10.2M	1.62%	-3,630	Timeline
IGVISHARES TR	99,642	$10.1M	1.6%	-4,932	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	16,466	$9.69M	1.54%	+587	Timeline
GRIDFIRST TR EXCHANGE-TRADED FD	75,271	$9M	1.43%	+4,129	Timeline
AAPLAPPLE INC	35,087	$8.85M	1.4%	-1,888	Timeline
VOVANGUARD INDEX FDS	18,968	$5.01M	0.8%	+1,356	Timeline
IWMISHARES TR	20,728	$4.57M	0.73%	+145	Timeline
VOOVANGUARD INDEX FDS	8,340	$4.51M	0.72%	-192	Timeline
NVDANVIDIA CORPORATION	31,689	$4.36M	0.69%	-1,525	Timeline
AMZNAMAZON COM INC	17,518	$3.88M	0.62%	+88	Timeline
VONGVANGUARD SCOTTSDALE FDS	34,455	$3.59M	0.57%	-11,602	Timeline
IEMGISHARES INC	64,695	$3.38M	0.54%	-323,543	Timeline
IWRISHARES TR	35,664	$3.15M	0.5%	+2,365	Timeline
GOOGLALPHABET INC	15,158	$2.9M	0.46%	-344	Timeline
IWOISHARES TR	9,161	$2.64M	0.42%	-517	Timeline
VBVANGUARD INDEX FDS	9,701	$2.33M	0.37%	-18	Timeline
IUSBISHARES TR	49,905	$2.26M	0.36%	-2,642	Timeline
VEAVANGUARD TAX-MANAGED FDS	44,793	$2.14M	0.34%	-1,077	Timeline
ESGDISHARES TR	27,422	$2.09M	0.33%	+244	Timeline
JPMJPMORGAN CHASE & CO	8,375	$2M	0.32%	-291	Timeline
AVGOBROADCOM INC	8,144	$1.92M	0.3%	+103	Timeline
NULVNUSHARES ETF TR	47,928	$1.88M	0.3%	+4,835	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,152	$1.88M	0.3%	-257	Timeline
VWOVANGUARD INTL EQUITY INDEX F	42,036	$1.85M	0.29%	-1,754	Timeline
SGOVISHARES TR	18,054	$1.81M	0.29%	-15,482	Timeline
AXPAMERICAN EXPRESS CO	5,981	$1.78M	0.28%	-663	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,835	$1.69M	0.27%	0	Timeline
VTIVANGUARD INDEX FDS	5,714	$1.66M	0.26%	-84	Timeline
IWBISHARES TR	5,130	$1.66M	0.26%	-31	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	1,491	$1.65M	0.26%	0	Timeline
IWNISHARES TR	9,812	$1.61M	0.25%	-341	Timeline
MUBISHARES TR	14,865	$1.58M	0.25%	+163	Timeline
IWYISHARES TR	6,504	$1.54M	0.24%	-1,425	Timeline
VOTVANGUARD INDEX FDS	5,994	$1.53M	0.24%	-92	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	47,255	$1.44M	0.23%	+3,261	Timeline
SUSCISHARES TR	61,984	$1.41M	0.22%	+1,071	Timeline
XLKSELECT SECTOR SPDR TR	5,811	$1.36M	0.22%	+4	Timeline
IGMISHARES TR	13,190	$1.36M	0.22%	-100	Timeline
VVISA INC	3,993	$1.26M	0.2%	+3	Timeline
MARMFIRST TR EXCHNG TRADED FD VI	40,741	$1.26M	0.2%	-644	Timeline
GOOGALPHABET INC	6,244	$1.2M	0.19%	-227	Timeline
NULGNUSHARES ETF TR	13,516	$1.17M	0.19%	-3,649	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	25,198	$1.15M	0.18%	-2,221	Timeline
VONVVANGUARD SCOTTSDALE FDS	13,303	$1.08M	0.17%	0	Timeline
SPDWSPDR INDEX SHS FDS	31,066	$1.06M	0.17%	+11,338	Timeline
VOEVANGUARD INDEX FDS	6,467	$1.04M	0.17%	-11	Timeline
USHYISHARES TR	27,945	$1.03M	0.16%	-4,543	Timeline
HDHOME DEPOT INC	2,605	$1.01M	0.16%	-296	Timeline
SPYMSPDR SERIES TRUST	14,597	$1.01M	0.16%	new	Timeline
VGSHVANGUARD SCOTTSDALE FDS	17,004	$989K	0.16%	-1,477	Timeline
ABBVABBVIE INC	5,600	$987K	0.16%	-105	Timeline
METAMETA PLATFORMS INC	1,656	$979K	0.16%	+122	Timeline
SPYGSPDR SERIES TRUST	10,994	$975K	0.15%	+933	Timeline
UNHUNITEDHEALTH GROUP INC	1,915	$972K	0.15%	+25	Timeline
VBKVANGUARD INDEX FDS	3,311	$929K	0.15%	-13	Timeline
QQQINVESCO QQQ TR	1,754	$904K	0.14%	-100	Timeline
SPYVSPDR SERIES TRUST	17,561	$897K	0.14%	+1,730	Timeline
JNJJOHNSON & JOHNSON	6,148	$881K	0.14%	-40	Timeline
VGTVANGUARD WORLD FD	1,403	$880K	0.14%	+97	Timeline
NFLXNETFLIX INC.	958	$863K	0.14%	-27	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,654	$858K	0.14%	+54	Timeline
VBRVANGUARD INDEX FDS	4,278	$845K	0.13%	-1,545	Timeline
AGGISHARES TR	8,426	$817K	0.13%	new	Timeline
EFGISHARES TR	8,233	$799K	0.13%	+1,533	Timeline
MAMASTERCARD INCORPORATED	1,447	$760K	0.12%	+10	Timeline
SUSBISHARES TR	29,934	$739K	0.12%	+10,429	Timeline
ESGEISHARES INC	22,047	$739K	0.12%	-4,030	Timeline
LLYELI LILLY & CO	891	$689K	0.11%	+56	Timeline
SUSAISHARES TR	5,652	$689K	0.11%	-263	Timeline
QCOMQUALCOMM INC	4,384	$678K	0.11%	-49	Timeline
IVWISHARES TR	6,523	$668K	0.11%	-3,730	Timeline
SRLNSSGA ACTIVE ETF TR	15,992	$667K	0.11%	-895	Timeline
HONHONEYWELL INTL INC	2,763	$626K	0.1%	-239	Timeline
MBBISHARES TR	6,785	$623K	0.1%	-39	Timeline
DYNFBLACKROCK ETF TRUST	11,849	$610K	0.1%	-199	Timeline
VTCVANGUARD SCOTTSDALE FDS	7,881	$598K	0.09%	-2,735	Timeline
GSCGOLDMAN SACHS ETF TR	11,623	$593K	0.09%	new	Timeline
CRMSALESFORCE INC	1,665	$559K	0.09%	+12	Timeline
PGPROCTER & GAMBLE CO	3,272	$547K	0.09%	-20	Timeline
VVVANGUARD INDEX FDS	2,018	$546K	0.09%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	3,098	$542K	0.09%	-31,284	Timeline
TXNTEXAS INSTRS INC	2,865	$539K	0.09%	-13	Timeline
EMNTPIMCO ETF TR	5,344	$529K	0.08%	+1,487	Timeline
NUSCNUSHARES ETF TR	12,447	$520K	0.08%	-372	Timeline
BXBLACKSTONE INC	2,958	$509K	0.08%	-107	Timeline
PEPPEPSICO INC	3,276	$497K	0.08%	-2	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	6,525	$471K	0.07%	+5,865
TSLATESLA INC	1,120	$467K	0.07%	-372	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,343	$459K	0.07%	-99	Timeline
NOWSERVICENOW INC	423	$452K	0.07%	+9	Timeline
IBBISHARES TR	3,422	$451K	0.07%	+117	Timeline
SPEMSPDR INDEX SHS FDS	11,609	$447K	0.07%	-426	Timeline
ORCLORACLE CORP	2,631	$439K	0.07%	+109	Timeline
QDFFLEXSHARES TR	6,190	$437K	0.07%	-1,255	Timeline
EFVISHARES TR	8,264	$433K	0.07%	-960	Timeline
AMGNAMGEN INC	1,616	$419K	0.07%	+22	Timeline
VXFVANGUARD INDEX FDS	2,194	$417K	0.07%	-149	Timeline
MUNIPIMCO ETF TR	7,987	$414K	0.07%	-408	Timeline
LOWLOWES COS INC	1,669	$412K	0.07%	0	Timeline
VYMVANGUARD WHITEHALL FDS	3,217	$410K	0.07%	0	Timeline
XLFSELECT SECTOR SPDR TR	8,468	$409K	0.06%	+1,610	Timeline
SCHGSCHWAB STRATEGIC TR	14,196	$399K	0.06%	+10,141	Timeline
PHPARKER-HANNIFIN CORP	625	$398K	0.06%	-18	Timeline
CSCOCISCO SYS INC	6,697	$396K	0.06%	-408	Timeline
KOCOCA COLA CO	6,377	$396K	0.06%	-44	Timeline
WMTWALMART INC	4,204	$381K	0.06%	+5	Timeline
BONDPIMCO ETF TR	4,094	$372K	0.06%	0	Timeline
BLACKROCK INCBLACKROCK INC	359	$369K	0.06%	+16
MSMORGAN STANLEY	2,784	$350K	0.06%	+144	Timeline
NYFISHARES TR	6,577	$350K	0.06%	+1,300	Timeline
VOOGVANGUARD ADMIRAL FDS INC	941	$348K	0.06%	new	Timeline
IJHISHARES TR	5,550	$345K	0.05%	0	Timeline
BINCBLACKROCK ETF TRUST II	6,601	$343K	0.05%	+1,681	Timeline
ABTABBOTT LABORATORIES	3,021	$341K	0.05%	-239	Timeline
IVEISHARES TR	1,776	$339K	0.05%	-1,265	Timeline
DISDISNEY WALT CO	3,038	$337K	0.05%	-527	Timeline
MDLZMONDELEZ INTL INC	5,603	$334K	0.05%	-164	Timeline
OLEDUNIVERSAL DISPLAY CORP	2,250	$332K	0.05%	-340	Timeline
VHTVANGUARD WORLD FD	1,299	$329K	0.05%	0	Timeline
XJRISHARES TR	7,880	$324K	0.05%	-363	Timeline
ZTSZOETIS INC	1,978	$321K	0.05%	-48	Timeline
PAVEGLOBAL X FDS	7,790	$315K	0.05%	-4,302	Timeline
CVXCHEVRON CORPORATION	2,089	$299K	0.05%	-175	Timeline
CMFISHARES TR	5,200	$298K	0.05%	0	Timeline
PFEPFIZER INC	11,198	$296K	0.05%	-600	Timeline
ETRENTERGY CORP NEW	3,840	$291K	0.05%	+2,092	Timeline
GSGOLDMAN SACHS GROUP INC	497	$285K	0.05%	-60	Timeline
LQDISHARES TR	2,657	$285K	0.05%	+45	Timeline
BSXBOSTON SCIENTIFIC CORP	3,009	$270K	0.04%	+255	Timeline
NKENIKE INC	3,600	$269K	0.04%	-480	Timeline
CSXCSX CORP	8,359	$269K	0.04%	0	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	5,472	$266K	0.04%	new	Timeline
ADIANALOG DEVICES INC	1,240	$264K	0.04%	-13	Timeline
BACBANK OF AMER CORP	5,980	$263K	0.04%	-43	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,296	$257K	0.04%	-433	Timeline
XLISELECT SECTOR SPDR TR	1,945	$257K	0.04%	-25	Timeline
IYWISHARES TR	1,593	$256K	0.04%	-387	Timeline
ACNACCENTURE PLC IRELAND	727	$256K	0.04%	0	Timeline
CATCATERPILLAR INC	692	$251K	0.04%	-11	Timeline
MRKMERCK & CO INC	2,548	$251K	0.04%	-29	Timeline
XLVSELECT SECTOR SPDR TR	1,777	$244K	0.04%	-122	Timeline
MCKMCKESSON CORP	422	$241K	0.04%	0	Timeline
BKNGBOOKING HOLDINGS INC	48	$240K	0.04%	0	Timeline
TRVTRAVELERS COMPANIES INC	992	$238K	0.04%	0	Timeline
VZVERIZON COMMUNICATIONS INC	5,839	$231K	0.04%	+48	Timeline
SOSOUTHERN CO	2,743	$226K	0.04%	+472	Timeline
PHOINVESCO EXCHANGE TRADED FD T	3,400	$224K	0.04%	-1,196	Timeline
NOCNORTHROP GRUMMAN CORP	477	$223K	0.04%	0	Timeline
CCITIGROUP INC	3,107	$219K	0.03%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	973	$214K	0.03%	-118	Timeline
MTUMISHARES TR	1,025	$213K	0.03%	new	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	5,995	$207K	0.03%	+380	Timeline
EFAISHARES TR	2,670	$202K	0.03%	-385	Timeline
ICLNISHARES TR	16,396	$187K	0.03%	+2,683	Timeline
FPEFIRST TR EXCH TRADED FD III	10,376	$184K	0.03%	-1,516	Timeline
FLGFLAGSTAR BANK NATIONAL ASSOC	16,166	$148K	0.02%	-405	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AAXJISHARES TR	9,290	$729K	shares
LMTLOCKHEED MARTIN CORP	496	$290K	shares
SCZISHARES TR	4,094	$277K	shares
DGROISHARES TR	4,374	$274K	shares
WMWASTE MGMT INC DEL	1,220	$253K	shares
BILSPDR SERIES TRUST	2,697	$248K	shares
NUDMNUSHARES ETF TR	7,252	$244K	shares
XOMEXXON MOBIL CORP	2,079	$244K	shares
APDAIR PRODUCTS AND CHEMICALS I	745	$222K	shares
REGNREGENERON PHARMACEUTICALS	211	$222K	shares
UNPUNION PAC CORP	864	$213K	shares
ELVELEVANCE HEALTH INC FORMERLY	402	$209K	shares
DHRDANAHER CORP DEL	744	$207K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002105396-26-000006	base		2026-08-17	acceptance time not in the bulk data set	2026-10-06 09:57:27 UTC