Edge Financial Advisors LLC Purchases and Sells in Q4 2024

Edge Financial Advisors LLC

$112 Billion
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	46.9K + 64.04%	$33.92 - $36.6 $1.59M - $1.72M	120K $4.15B
DFAI	28.3K + 36.44%	$29.0 - $31.6 $820K - $893K	106K $3.09B
DUHP	9.16K + 12.79%	$33.62 - $35.69 $308K - $327K	80.7K $2.73B
IQLT	13.2K + 22.59%	$37.12 - $41.23 $489K - $543K	71.5K $2.65B
JPM	30 + 0.39%	$205.18 - $250.29 $6.16K - $7.51K	7.72K $1.85B
AMZN	168 + 4.66%	$180.88 - $232.93 $30.4K - $39.1K	3.77K $828M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWB	842 New	$311.11 - $335.64 $262K - $283K	842 $271M
AVGO	1.08K New	$159.67 - $250.0 $173K - $271K	1.08K $251M
VGT	399 New	$571.78 - $647.97 $228K - $259K	399 $248M
DIS	2.14K New	$92.39 - $117.6 $198K - $252K	2.14K $239M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-2.74K - 12.34%	$567.81 - $607.81 $1.56M - $1.67M	19.5K $11.4B
VOO	-720 - 13.83%	$521.84 - $558.82 $376K - $402K	4.49K $2.42B
SPDR INDEX SHS FDS	-496 - 1.34%	N/A	36.7K $2.09B
MOAT	-1.34K - 5.11%	N/A	24.9K $2.31B
PXH	-4.5K - 5.01%	N/A	85.3K $1.75B
DFEV	-1.94K - 2.77%	$26.16 - $29.13 $50.8K - $56.5K	68.2K $1.79B

Activity Summary All Purchases 52 New Holdings 4 Increased Positions 48 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Financial Advisors LLC with notifications on news.