Legacy Edge Advisors, LLC
Top Portfolio Positions
80 positions ·
$91,923,287 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
34,064 | $12,609,470 | 13.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,399 | $10,664,925 | 11.60% | |
| AAPL |
Apple Inc.
Technology
|
39,923 | $10,132,058 | 11.02% | |
| NVDA |
Nvidia Corp
Technology
|
34,714 | $6,054,121 | 6.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,092 | $4,627,415 | 5.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,975 | $3,951,923 | 4.30% | |
| AVGO |
Broadcom Inc.
Technology
|
8,684 | $2,687,784 | 2.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,893 | $2,615,964 | 2.85% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,007 | $1,999,835 | 2.18% | |
| AXP |
American Express Co
Financial Services
|
5,855 | $1,771,020 | 1.93% |
Portfolio Trend
Holdings in NG
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,270 | 11,500 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||