Edge Financial Advisors LLC Purchases and Sells in Q2 2025

Edge Financial Advisors LLC

$190 Billion
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	39.4K + 19.94%	$29.36 - $35.56 $1.16M - $1.4M	237K $8.43B
DFAI	35K + 20.97%	$28.02 - $34.71 $980K - $1.21M	202K $6.97B
VXUS	16.9K + 364.56%	$55.54 - $69.09 $936K - $1.16M	21.5K $1.48B
SPY	19 + 0.1%	$496.48 - $617.85 $9.43K - $11.7K	19.3K $11.9B
VV	1.7K + 22.56%	$228.25 - $285.3 $389K - $486K	9.25K $2.64B
DIHP	17.8K + 33.98%	$24.32 - $29.74 $433K - $530K	70.2K $2.07B

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	112K New	$53.65 - $67.02 $5.99M - $7.49M	112K $7.49B
QUAL	15.1K New	$152.42 - $182.82 $2.3M - $2.76M	15.1K $2.76B
VGSH	27.1K New	$58.32 - $58.95 $1.58M - $1.6M	27.1K $1.58B
LRGF	24.4K New	$51.37 - $64.13 $1.25M - $1.56M	24.4K $1.56B
AMERICAN CENTY ETF TR	21.6K New	N/A	21.6K $1.41B
DFIC	31.4K New	$24.94 - $31.15 $784K - $979K	31.4K $977M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-30.4K - 35.07%	$96.84 - $99.46 $2.94M - $3.02M	56.3K $5.56B
LQD	-9.63K - 36.17%	$105.23 - $109.61 $1.01M - $1.06M	17K $1.86B
HYG	-12.8K - 32.69%	$75.75 - $80.65 $972K - $1.04M	26.4K $2.12B
DFAC	-29.4K - 68.74%	$29.12 - $35.84 $857K - $1.05M	13.4K $480M
PRF	-10.5K - 37.55%	$35.77 - $42.27 $376K - $444K	17.5K $742M
GSLC	-3.36K - 23.28%	$97.68 - $121.38 $328K - $407K	11.1K $1.34B

Activity Summary All Purchases 74 New Holdings 29 Increased Positions 45 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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