Legacy Edge Advisors

Legacy Edge Advisors as of March 31, 2025

Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 181 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 13.4 $86M 1.1M 81.76
Ishares Tr Core Msci Eafe (IEFA) 8.9 $57M 758k 75.65
Ishares Tr Rus 1000 Val Etf (IWD) 5.1 $33M 174k 188.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.6 $23M 469k 49.62
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $21M 59k 361.09
Ishares Tr Shrt Nat Mun Etf (SUB) 2.9 $19M 177k 105.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.8 $18M 154k 117.49
Ishares Msci Emrg Chn (EMXC) 2.8 $18M 327k 55.09
Ishares Tr Rus Mdcp Val Etf (IWS) 2.8 $18M 141k 125.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $17M 102k 170.89
Vanguard Index Fds Growth Etf (VUG) 2.7 $17M 46k 370.82
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 2.6 $17M 899k 18.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $17M 598k 27.96
Vanguard Index Fds Value Etf (VTV) 2.6 $16M 95k 172.74
Ishares Tr Core S&p500 Etf (IVV) 2.1 $13M 24k 561.89
Ishares Tr Us Industrials (IYJ) 2.0 $13M 101k 130.18
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.0 $13M 316k 40.76
Microsoft Corporation (MSFT) 1.9 $12M 33k 375.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $10M 180k 57.14
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.6 $10M 160k 63.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $9.1M 16k 559.40
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.4 $8.9M 79k 113.13
Ishares Tr Expanded Tech (IGV) 1.3 $8.6M 97k 88.99
Ishares Tr Ishares Semicdtr (SOXX) 1.3 $8.6M 46k 188.17
Apple (AAPL) 1.2 $7.9M 36k 222.13
Spdr Ser Tr Bloomberg Invt (FLRN) 1.2 $7.7M 251k 30.82
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $4.9M 19k 258.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $4.2M 8.2k 513.93
Ishares Tr Russell 2000 Etf (IWM) 0.6 $4.1M 21k 199.49
NVIDIA Corporation (NVDA) 0.5 $3.5M 32k 108.38
Amazon (AMZN) 0.5 $3.4M 18k 190.26
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $3.1M 34k 92.79
Ishares Core Msci Emkt (IEMG) 0.5 $3.1M 58k 53.97
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $3.1M 36k 85.07
Ishares Tr Esg Awre Usd Etf (SUSC) 0.4 $2.8M 121k 23.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.5M 4.7k 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M 16k 154.64
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $2.4M 30k 81.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $2.4M 9.4k 255.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.4M 47k 50.83
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $2.4M 59k 40.49
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.2M 9.7k 221.75
JPMorgan Chase & Co. (JPM) 0.3 $2.0M 8.3k 245.30
Texas Pacific Land Corp (TPL) 0.3 $2.0M 1.5k 1324.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.9M 43k 45.26
Costco Wholesale Corporation (COST) 0.3 $1.8M 1.9k 945.90
American Express Company (AXP) 0.3 $1.7M 6.3k 269.04
Ishares Tr Core Total Usd (IUSB) 0.3 $1.6M 36k 46.08
Ishares Tr National Mun Etf (MUB) 0.2 $1.6M 15k 105.44
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $1.6M 20k 78.28
Mastercard Incorporated Cl A (MA) 0.2 $1.6M 2.9k 548.12
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.6M 5.1k 306.74
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.6M 10k 150.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.5M 5.6k 274.84
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.4M 5.9k 244.64
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $1.4M 31k 46.07
Broadcom (AVGO) 0.2 $1.4M 8.5k 167.43
Visa Com Cl A (V) 0.2 $1.4M 3.9k 350.46
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.3M 6.3k 210.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 2.6k 468.94
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $1.2M 13k 90.67
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $1.2M 40k 29.69
Abbvie (ABBV) 0.2 $1.2M 5.6k 209.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.2M 32k 36.41
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.1M 11k 100.67
Home Depot (HD) 0.2 $1.1M 3.1k 366.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $1.1M 7.0k 160.54
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $1.1M 13k 82.54
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.1M 21k 52.38
Johnson & Johnson (JNJ) 0.2 $1.1M 6.5k 165.84
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $1.1M 13k 80.37
Select Sector Spdr Tr Technology (XLK) 0.2 $1.0M 5.1k 206.48
Alphabet Cap Stk Cl C (GOOG) 0.2 $977k 6.3k 156.23
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $973k 19k 51.07
Meta Platforms Cl A (META) 0.2 $967k 1.7k 576.36
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.2 $963k 15k 65.76
Ishares Esg Awr Msci Em (ESGE) 0.1 $935k 27k 34.95
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $903k 36k 24.99
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $898k 15k 58.69
Netflix (NFLX) 0.1 $877k 940.00 932.53
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM) 0.1 $851k 27k 31.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $834k 3.3k 251.77
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $824k 8.3k 98.92
Thermo Fisher Scientific (TMO) 0.1 $821k 1.7k 497.60
UnitedHealth (UNH) 0.1 $787k 1.5k 523.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $786k 4.2k 186.29
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $772k 19k 41.13
Ishares Tr Mbs Etf (MBB) 0.1 $766k 8.2k 93.78
Vanguard World Inf Tech Etf (VGT) 0.1 $762k 1.4k 542.38
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $748k 6.5k 114.87
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $737k 15k 49.16
Eli Lilly & Co. (LLY) 0.1 $734k 889.00 825.92
Qualcomm (QCOM) 0.1 $676k 4.4k 153.61
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $599k 7.8k 76.80
Ishares Tr Broad Usd High (USHY) 0.1 $593k 16k 36.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $592k 6.4k 92.83
Pepsi (PEP) 0.1 $589k 3.9k 149.95
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $588k 3.4k 173.23
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $571k 12k 48.76
Procter & Gamble Company (PG) 0.1 $570k 3.3k 170.42
Honeywell International 0.1 $570k 2.7k 211.75
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $565k 15k 38.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $541k 2.1k 257.03
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $518k 5.2k 100.00
Texas Instruments Incorporated (TXN) 0.1 $515k 2.9k 179.71
Ishares Tr Ishares Biotech (IBB) 0.1 $503k 3.9k 127.90
Lam Research Corp Com New (LRCX) 0.1 $476k 6.6k 72.70
Amgen (AMGN) 0.1 $473k 1.5k 311.55
Coca-Cola Company (KO) 0.1 $470k 6.6k 71.62
Goldman Sachs Etf Tr Small Cap Core E (GSC) 0.1 $463k 9.9k 46.62
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $457k 12k 39.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $455k 18k 25.04
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $455k 2.3k 193.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $449k 2.4k 190.58
salesforce (CRM) 0.1 $449k 1.7k 268.36
Blackstone Group Inc Com Cl A (BX) 0.1 $427k 3.1k 139.78
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $422k 6.2k 68.36
Ishares Tr Eafe Value Etf (EFV) 0.1 $422k 7.2k 58.94
Abbott Laboratories (ABT) 0.1 $419k 3.2k 132.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $417k 3.2k 128.94
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $412k 3.8k 108.69
Cisco Systems (CSCO) 0.1 $411k 6.7k 61.71
Select Sector Spdr Tr Financial (XLF) 0.1 $407k 8.2k 49.81
Ishares Gold Tr Ishares New (IAU) 0.1 $405k 6.9k 58.96
Oracle Corporation (ORCL) 0.1 $392k 2.8k 139.81
Lowe's Companies (LOW) 0.1 $389k 1.7k 233.23
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $378k 2.2k 172.26
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $377k 7.3k 51.55
Mondelez Intl Cl A (MDLZ) 0.1 $376k 5.5k 67.85
Wal-Mart Stores (WMT) 0.1 $374k 4.3k 87.79
Parker-Hannifin Corporation (PH) 0.1 $373k 613.00 607.85
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $363k 1.1k 334.40
Servicenow (NOW) 0.1 $353k 443.00 796.14
Chevron Corporation (CVX) 0.1 $350k 2.1k 167.29
Ishares Tr New York Mun Etf (NYF) 0.1 $346k 6.6k 52.65
Vanguard World Health Car Etf (VHT) 0.1 $344k 1.3k 264.73
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $342k 15k 23.16
Blackrock (BLK) 0.1 $340k 359.00 946.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $337k 5.8k 58.35
Select Sector Spdr Tr Indl (XLI) 0.1 $331k 2.5k 131.07
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $331k 3.6k 92.47
Entergy Corporation (ETR) 0.1 $328k 3.8k 85.49
Zoetis Cl A (ZTS) 0.1 $326k 2.0k 164.65
Morgan Stanley Com New (MS) 0.1 $325k 2.8k 116.67
Universal Display Corporation (OLED) 0.0 $314k 2.3k 139.48
Boston Scientific Corporation (BSX) 0.0 $304k 3.0k 100.88
Walt Disney Company (DIS) 0.0 $302k 3.1k 98.70
McKesson Corporation (MCK) 0.0 $302k 449.00 672.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $294k 2.0k 146.01
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $293k 5.2k 56.28
Ishares Tr Esg Select Scree (XJR) 0.0 $290k 7.7k 37.62
Pfizer (PFE) 0.0 $288k 11k 25.34
Ishares Tr Msci Eafe Etf (EFA) 0.0 $286k 3.5k 81.73
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $286k 7.6k 37.73
Goldman Sachs (GS) 0.0 $284k 520.00 546.29
Verizon Communications (VZ) 0.0 $282k 6.2k 45.36
Travelers Companies (TRV) 0.0 $270k 1.0k 264.46
Caterpillar (CAT) 0.0 $265k 804.00 329.80
Bank of America Corporation (BAC) 0.0 $263k 6.3k 41.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $260k 3.3k 78.95
International Business Machines (IBM) 0.0 $255k 1.0k 248.66
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $251k 3.1k 82.18
Analog Devices (ADI) 0.0 $250k 1.2k 201.67
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $250k 2.4k 103.75
Southern Company (SO) 0.0 $250k 2.7k 91.95
CSX Corporation (CSX) 0.0 $246k 8.4k 29.43
Northrop Grumman Corporation (NOC) 0.0 $244k 477.00 512.01
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $243k 3.8k 64.52
Merck & Co (MRK) 0.0 $243k 2.7k 89.77
Nike CL B (NKE) 0.0 $241k 3.8k 63.49
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $232k 20k 11.42
Tesla Motors (TSLA) 0.0 $229k 882.00 259.16
Accenture Plc Ireland Shs Class A (ACN) 0.0 $228k 729.00 312.04
Booking Holdings (BKNG) 0.0 $221k 48.00 4606.92
3M Company (MMM) 0.0 $221k 1.5k 146.86
Citigroup Com New (C) 0.0 $221k 3.1k 70.99
ConocoPhillips (COP) 0.0 $209k 2.0k 105.02
McDonald's Corporation (MCD) 0.0 $205k 657.00 312.37
Exxon Mobil Corporation (XOM) 0.0 $204k 1.7k 118.96
Flagstar Financial Com New (FLG) 0.0 $188k 16k 11.62
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $183k 10k 17.59