Edge Financial Advisors LLC Purchases and Sells in Q1 2025

Edge Financial Advisors LLC

$158 Billion
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	117K + 144.47%	$32.57 - $35.82 $3.8M - $4.18M	197K $6.54B
DFAI	60.9K + 57.57%	$28.88 - $32.4 $1.76M - $1.97M	167K $5.21B
VTI	2.05K + 223.99%	$271.18 - $303.12 $555K - $620K	2.96K $813M
IJR	4.36K + 43.71%	$102.49 - $119.96 $447K - $524K	14.3K $1.5B
ABBV	311 + 10.56%	$169.2 - $216.66 $52.6K - $67.4K	3.26K $682M
IWF	463 + 57.8%	$360.07 - $417.26 $167K - $193K	1.26K $456M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	192K New	$120.29 - $134.6 $23.1M - $25.8M	192K $23.4B
IXUS	158K New	$65.06 - $72.31 $10.3M - $11.4M	158K $11B
AGG	86.7K New	$95.85 - $99.25 $8.31M - $8.61M	86.7K $8.58B
JQUA	126K New	$55.41 - $60.74 $7M - $7.67M	126K $7.13B
DYNF	146K New	$48.06 - $53.73 $7.02M - $7.85M	146K $7.12B
IVV	9.14K New	$554.06 - $615.85 $5.06M - $5.63M	9.14K $5.14B

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-77.3K - 64.37%	$32.42 - $36.13 $2.51M - $2.79M	42.8K $1.41B
SPHQ	-33.6K - 90.57%	$65.27 - $71.18 $2.19M - $2.39M	3.49K $232M
VOO	-3.87K - 86.18%	$507.05 - $563.67 $1.96M - $2.18M	620 $318M
IEFA	-27.8K - 88.96%	$69.57 - $78.65 $1.94M - $2.19M	3.46K $261M
SPDR INDEX SHS FDS	-32.3K - 88.15%	N/A	4.35K $251M
VB	-4.06K - 65.19%	$217.89 - $252.64 $885K - $1.03M	2.17K $481M

Activity Summary All Purchases 71 New Holdings 29 Increased Positions 42 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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