Legacy Edge Advisors

Legacy Edge Advisors as of Dec. 31, 2024

Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 177 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.1 $57M 711k 80.43
Ishares Tr Core Msci Eafe (IEFA) 8.4 $53M 750k 70.32
Ishares Tr Rus 1000 Val Etf (IWD) 4.9 $31M 168k 184.65
Spdr Ser Tr Bloomberg Invt (FLRN) 3.8 $24M 774k 30.73
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $24M 58k 405.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.3 $21M 419k 50.15
Vanguard Index Fds Growth Etf (VUG) 3.1 $19M 47k 414.19
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.0 $19M 146k 127.52
Ishares Tr Shrt Nat Mun Etf (SUB) 2.9 $18M 174k 105.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $18M 100k 178.58
Ishares Tr Rus Mdcp Val Etf (IWS) 2.8 $18M 138k 129.12
Ishares Msci Emrg Chn (EMXC) 2.8 $17M 313k 55.52
Vanguard Index Fds Value Etf (VTV) 2.5 $16M 95k 168.94
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 2.5 $16M 851k 18.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $16M 581k 27.23
Ishares Tr Core S&p500 Etf (IVV) 2.3 $14M 24k 590.98
Microsoft Corporation (MSFT) 2.2 $14M 33k 424.83
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.2 $14M 307k 44.89
Ishares Tr Us Industrials (IYJ) 2.1 $13M 99k 133.60
Global X Fds Nasdaq 100 Cover (QYLD) 1.7 $11M 573k 18.29
Ishares Tr Ishares Semicdtr (SOXX) 1.6 $10M 47k 217.28
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.6 $10M 160k 63.81
Ishares Tr Expanded Tech (IGV) 1.6 $10M 100k 100.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $9.7M 17k 588.23
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.4 $9.0M 75k 119.61
Apple (AAPL) 1.4 $8.8M 35k 252.20
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $5.0M 19k 264.16
Ishares Tr Russell 2000 Etf (IWM) 0.7 $4.6M 21k 220.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $4.5M 8.3k 540.99
NVIDIA Corporation (NVDA) 0.7 $4.4M 32k 137.49
Amazon (AMZN) 0.6 $3.9M 18k 221.30
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $3.6M 35k 104.21
Ishares Core Msci Emkt (IEMG) 0.5 $3.4M 65k 52.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $3.2M 36k 88.43
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.9M 15k 191.24
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $2.6M 9.2k 288.34
Vanguard Index Fds Small Cp Etf (VB) 0.4 $2.3M 9.7k 240.09
Ishares Tr Core Total Usd (IUSB) 0.4 $2.3M 50k 45.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.1M 45k 47.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $2.1M 27k 76.10
JPMorgan Chase & Co. (JPM) 0.3 $2.0M 8.4k 239.32
Broadcom (AVGO) 0.3 $1.9M 8.1k 235.58
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $1.9M 48k 39.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.9M 4.2k 452.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.9M 42k 44.11
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $1.8M 18k 100.29
American Express Company (AXP) 0.3 $1.8M 6.0k 297.31
Costco Wholesale Corporation (COST) 0.3 $1.7M 1.8k 922.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.7M 5.7k 290.82
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.7M 5.1k 323.39
Texas Pacific Land Corp (TPL) 0.3 $1.7M 1.5k 1107.43
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.6M 9.8k 163.70
Ishares Tr National Mun Etf (MUB) 0.3 $1.6M 15k 106.58
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.5M 6.5k 237.14
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.5M 6.0k 255.09
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $1.4M 47k 30.52
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $1.4M 62k 22.75
Select Sector Spdr Tr Technology (XLK) 0.2 $1.4M 5.8k 234.47
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $1.4M 13k 102.95
Visa Com Cl A (V) 0.2 $1.3M 4.0k 315.31
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.2 $1.3M 41k 30.90
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 6.2k 192.69
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.2M 14k 86.53
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $1.2M 25k 45.82
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $1.1M 13k 81.09
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.1M 31k 34.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.0M 6.5k 161.38
Ishares Tr Broad Usd High (USHY) 0.2 $1.0M 28k 36.78
Home Depot (HD) 0.2 $1.0M 2.6k 389.43
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.2 $1.0M 15k 69.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $989k 17k 58.15
Abbvie (ABBV) 0.2 $987k 5.6k 176.21
Meta Platforms Cl A (META) 0.2 $979k 1.7k 591.24
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $975k 11k 88.67
UnitedHealth (UNH) 0.2 $972k 1.9k 507.80
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $929k 3.3k 280.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $904k 1.8k 515.64
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $897k 18k 51.10
Johnson & Johnson (JNJ) 0.1 $881k 6.1k 143.34
Vanguard World Inf Tech Etf (VGT) 0.1 $881k 1.4k 627.57
Netflix (NFLX) 0.1 $863k 958.00 900.43
Thermo Fisher Scientific (TMO) 0.1 $858k 1.7k 518.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $846k 4.3k 197.63
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $818k 8.4k 97.02
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $799k 8.2k 97.02
Mastercard Incorporated Cl A (MA) 0.1 $761k 1.4k 525.55
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $739k 30k 24.70
Ishares Esg Awr Msci Em (ESGE) 0.1 $739k 22k 33.52
Eli Lilly & Co. (LLY) 0.1 $690k 891.00 773.84
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $689k 5.7k 121.97
Qualcomm (QCOM) 0.1 $678k 4.4k 154.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $668k 6.5k 102.42
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $667k 16k 41.70
Honeywell International 0.1 $626k 2.8k 226.60
Ishares Tr Mbs Etf (MBB) 0.1 $623k 6.8k 91.76
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.1 $610k 12k 51.49
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $598k 7.9k 75.84
Goldman Sachs Etf Tr Small Cap Core E (GSC) 0.1 $593k 12k 51.05
salesforce (CRM) 0.1 $559k 1.7k 335.74
Procter & Gamble Company (PG) 0.1 $547k 3.3k 167.09
Vanguard Index Fds Large Cap Etf (VV) 0.1 $546k 2.0k 270.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $542k 3.1k 174.91
Texas Instruments Incorporated (TXN) 0.1 $539k 2.9k 187.96
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $529k 5.3k 98.90
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $520k 12k 41.81
Blackstone Group Inc Com Cl A (BX) 0.1 $509k 3.0k 172.05
Pepsi (PEP) 0.1 $497k 3.3k 151.74
Lam Research Corporation 0.1 $471k 6.5k 72.15
Tesla Motors (TSLA) 0.1 $468k 1.1k 417.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $459k 2.3k 195.80
Servicenow (NOW) 0.1 $452k 423.00 1067.70
Ishares Tr Ishares Biotech (IBB) 0.1 $451k 3.4k 131.67
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $447k 12k 38.49
Oracle Corporation (ORCL) 0.1 $439k 2.6k 166.91
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $437k 6.2k 70.62
Ishares Tr Eafe Value Etf (EFV) 0.1 $433k 8.3k 52.39
Amgen (AMGN) 0.1 $419k 1.6k 259.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $417k 2.2k 190.18
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $414k 8.0k 51.88
Lowe's Companies (LOW) 0.1 $412k 1.7k 246.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $410k 3.2k 127.33
Select Sector Spdr Tr Financial (XLF) 0.1 $409k 8.5k 48.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $400k 14k 28.14
Parker-Hannifin Corporation (PH) 0.1 $398k 625.00 636.82
Cisco Systems (CSCO) 0.1 $396k 6.7k 59.19
Coca-Cola Company (KO) 0.1 $396k 6.4k 62.03
Wal-Mart Stores (WMT) 0.1 $381k 4.2k 90.57
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $372k 4.1k 90.91
BlackRock 0.1 $369k 359.00 1027.43
Morgan Stanley Com New (MS) 0.1 $350k 2.8k 125.75
Ishares Tr New York Mun Etf (NYF) 0.1 $350k 6.6k 53.18
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $348k 941.00 369.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $345k 5.6k 62.17
Blackrock Etf Trust Ii Flexible Income (BINC) 0.1 $343k 6.6k 52.02
Abbott Laboratories (ABT) 0.1 $341k 3.0k 112.80
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $339k 1.8k 190.63
Walt Disney Company (DIS) 0.1 $337k 3.0k 110.79
Mondelez Intl Cl A (MDLZ) 0.1 $334k 5.6k 59.56
Universal Display Corporation (OLED) 0.1 $332k 2.3k 147.52
Vanguard World Health Car Etf (VHT) 0.1 $329k 1.3k 253.18
Ishares Tr Esg Scrnd S&p Sm (XJR) 0.1 $324k 7.9k 41.10
Zoetis Cl A (ZTS) 0.1 $321k 2.0k 162.24
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $315k 7.8k 40.42
Chevron Corporation (CVX) 0.0 $299k 2.1k 143.07
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $298k 5.2k 57.34
Pfizer (PFE) 0.0 $296k 11k 26.42
Entergy Corporation (ETR) 0.0 $291k 3.8k 75.75
Goldman Sachs (GS) 0.0 $285k 497.00 573.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $285k 2.7k 107.11
Boston Scientific Corporation (BSX) 0.0 $270k 3.0k 89.68
Nike CL B (NKE) 0.0 $269k 3.6k 74.66
CSX Corporation (CSX) 0.0 $269k 8.4k 32.15
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $266k 5.5k 48.60
Analog Devices (ADI) 0.0 $264k 1.2k 212.56
Bank of America Corporation (BAC) 0.0 $263k 6.0k 43.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $257k 3.3k 78.02
Select Sector Spdr Tr Indl (XLI) 0.0 $257k 1.9k 131.92
Ishares Tr U.s. Tech Etf (IYW) 0.0 $257k 1.6k 161.00
Accenture Plc Ireland Shs Class A (ACN) 0.0 $256k 727.00 352.49
Caterpillar (CAT) 0.0 $251k 692.00 363.01
Merck & Co (MRK) 0.0 $251k 2.5k 98.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $244k 1.8k 137.24
McKesson Corporation (MCK) 0.0 $241k 422.00 570.75
Booking Holdings (BKNG) 0.0 $240k 48.00 4990.88
Travelers Companies (TRV) 0.0 $238k 992.00 239.87
Verizon Communications (VZ) 0.0 $231k 5.8k 39.60
Southern Company (SO) 0.0 $226k 2.7k 82.38
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $224k 3.4k 65.88
Northrop Grumman Corporation (NOC) 0.0 $223k 477.00 466.52
Citigroup Com New (C) 0.0 $219k 3.1k 70.39
International Business Machines (IBM) 0.0 $214k 973.00 220.25
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $213k 1.0k 207.89
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $207k 6.0k 34.47
Ishares Tr Msci Eafe Etf (EFA) 0.0 $202k 2.7k 75.61
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $187k 16k 11.43
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $184k 10k 17.71
New York Cmnty Bancorp Com New (FLG) 0.0 $148k 16k 9.15