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LEA

Legacy Edge Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
+10.18%
1 Year Est. Return
+20.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$437M
AUM Growth
–
Cap. Flow
+$410M
Cap. Flow %
93.86%
Top 10 Hldgs %
43.46%
Holding
158
New
158
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$32.6M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25.3M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$22.3M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$16.3M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$15.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.13%
2 Technology 4.91%
3 Financials 1.39%
4 Healthcare 1.28%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$82.8B
$428K 0.1%
+3,831
New +$403K
NUSC icon
102
Nuveen ESG Small-Cap ETF
NUSC
$1.3B
$425K 0.1%
+10,880
New +$383K
VTES icon
103
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.23B
$413K 0.09%
+4,069
New +$406K
PEG icon
104
Public Service Enterprise Group
PEG
$36.5B
$410K 0.09%
+6,705
New +$412K
ESGU icon
105
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$406K 0.09%
+3,865
New +$379K
ZTS icon
106
Zoetis
ZTS
$32B
$401K 0.09%
+2,032
New +$360K
NFLX icon
107
Netflix
NFLX
$340B
$398K 0.09%
+8,180
New +$357K
BX icon
108
Blackstone
BX
$107B
$392K 0.09%
+2,996
New +$324K
USHY icon
109
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$386K 0.09%
+10,631
New +$373K
VXF icon
110
Vanguard Extended Market ETF
VXF
$31.3B
$385K 0.09%
+2,343
New +$344K
JPIE icon
111
JPMorgan Income ETF
JPIE
$10.6B
$376K 0.09%
+8,253
New +$368K
PH icon
112
Parker-Hannifin
PH
$125B
$364K 0.08%
+791
New +$329K
VTI icon
113
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$360K 0.08%
+1,516
New +$335K
CRM icon
114
Salesforce
CRM
$211B
$354K 0.08%
+1,344
New +$304K
CSCO icon
115
Cisco
CSCO
$433B
$337K 0.08%
+6,678
New +$341K
ABT icon
116
Abbott
ABT
$195B
$337K 0.08%
+3,061
New +$306K
AGG icon
117
iShares Core US Aggregate Bond ETF
AGG
$138B
$337K 0.08%
+3,394
New +$323K
CVX icon
118
Chevron
CVX
$396B
$330K 0.08%
+2,214
New +$335K
EFG icon
119
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$330K 0.08%
+3,408
New +$305K
KO icon
120
Coca-Cola
KO
$386B
$330K 0.08%
+5,594
New +$318K
DIS icon
121
Walt Disney
DIS
$187B
$317K 0.07%
+3,510
New +$309K
VHT icon
122
Vanguard Health Care ETF
VHT
$19.3B
$317K 0.07%
+1,262
New +$299K
BA icon
123
Boeing
BA
$166B
$313K 0.07%
+1,199
New +$256K
SUSA icon
124
iShares ESG Optimized MSCI USA ETF
SUSA
$4.14B
$307K 0.07%
+3,054
New +$285K
MMM icon
125
3M
MMM
$89.9B
$304K 0.07%
+3,325
New +$267K
3 4
5
6 7

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AAIM
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APC
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SAM
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Legacy Edge Advisors's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Legacy Edge Advisors, which disclosed 158 positions worth $437M. Its ten largest holdings account for 43% of the portfolio.

Its largest position is iShares Core MSCI EAFE ETF: 494,024 shares worth $34.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, followed by Technology and Financials.

  • Legacy Edge Advisors's largest Q4 2023 buy was iShares Core MSCI EAFE ETF: 494,024 shares worth $34.8M.
  • Legacy Edge Advisors's ten largest holdings make up 43% of its $437M portfolio in Q4 2023.
  • Legacy Edge Advisors disclosed 158 positions in Q4 2023, its first 13F filing on record.

Based on Legacy Edge Advisors's 13F filing for Q4 2023, filed 17 Aug 2026.