Edge Financial Advisors LLC Purchases in Q3 2025

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
67.8K
+ 250.4%
$58.43 - $58.88 $3.96M - $3.99M
94.9K $5.58B
JPM
Jpmorgan Chase & CO

Financial Services
515
+ 6.51%
$282.78 - $316.06 $146K - $163K
8.42K $5.31B
ITOT
Ishares Core S&P Total U.S. St

ETFs
263
+ 0.14%
$135.0 - $146.02 $35.5K - $38.4K
186K $27B
NVDA
Nvidia Corp

Technology
2.65K
+ 66.09%
$153.3 - $186.58 $405K - $494K
6.65K $2.48B
American Centy ETF Tr
21.8K
+ 101.02%
N/A
43.4K $3.06B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.2K
+ 7.81%
$54.35 - $59.32 $610K - $666K
155K $9.18B
ILCV
Ishares Morningstar Value ETF

ETFs
13.5K
+ 200.18%
$82.86 - $90.02 $1.12M - $1.22M
20.3K $1.82B
VEA
Vanguard Ftse Developed Market

ETFs
20.3K
+ 193.6%
$56.02 - $60.3 $1.14M - $1.22M
30.8K $1.84B
ILCB
Ishares Morningstar U.S. Equit

ETFs
12.6K
+ 268.66%
$85.66 - $92.67 $1.08M - $1.17M
17.3K $1.6B
DUHP
Dimensional ETF Tr Dimensional

ETFs
17K
+ 7.18%
$35.76 - $37.93 $608K - $645K
254K $9.58B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.5K
+ 8.49%
$59.61 - $63.09 $624K - $660K
134K $8.41B
ABBV
Abb Vie Inc.

Healthcare
41
+ 1.23%
$184.85 - $231.54 $7.58K - $9.49K
3.37K $1.56B
DFAI
Dimensional ETF Tr

ETFs
14.1K
+ 6.98%
$34.05 - $36.55 $480K - $515K
216K $7.9B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.01K
+ 2.7%
$67.01 - $72.84 $202K - $219K
115K $8.31B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.7K
+ 271.46%
$102.4 - $103.88 $789K - $800K
10.5K $1.09B
LLY
Eli Lilly & CO

Healthcare
957
New
$625.65 - $812.69 $599K - $778K
957 $730M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.6K
New
$55.61 - $57.37 $701K - $723K
12.6K $720M
UTG
Reaves Utility Income Fund

Financial Services
17K
+ 206.96%
$35.81 - $39.62 $609K - $674K
25.2K $999M
Allspring Exchange Traded Fu
27.1K
+ 141.53%
N/A
46.2K $1.16B
ILCG
Ishares Morningstar Growth ETF
5.95K
+ 200.57%
N/A
8.92K $930M
GOOGL
Alphabet Inc.

Communication Services
183
+ 11.7%
$174.36 - $254.72 $31.9K - $46.6K
1.75K $849M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6.76K
+ 216.99%
$79.58 - $83.45 $538K - $564K
9.87K $820M
ISCV
Ishares Morningstar Small Cap

ETFs
7.94K
New
$61.33 - $67.87 $487K - $539K
7.94K $529M
GS
Goldman Sachs Group Inc

Financial Services
308
New
$696.56 - $806.32 $215K - $248K
308 $491M
DFAE
Dimensional ETF Tr

ETFs
8.39K
+ 9.65%
$28.84 - $31.84 $242K - $267K
95.4K $3.01B
T
At&T Inc.

Communication Services
7.66K
New
$26.94 - $29.62 $206K - $227K
7.66K $432M
PEG
Public Service Enterprise Group Inc

Utilities
4.88K
+ 154.62%
$79.99 - $90.14 $391K - $440K
8.04K $671M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.22K
New
$79.89 - $83.25 $337K - $351K
4.22K $349M
GLD
Spdr Gold Trust

ETFs
713
+ 58.97%
$300.96 - $355.47 $215K - $253K
1.92K $683M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.45K
New
$46.37 - $47.77 $299K - $308K
6.45K $307M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.58K
New
$49.43 - $54.52 $276K - $304K
5.58K $302M
Pimco ETF Tr
10.8K
New
N/A
10.8K $289M
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 0.34%
$293.94 - $444.72 $2.06K - $3.11K
2.08K $926M
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.57K
+ 9.36%
$28.69 - $30.59 $188K - $201K
76.8K $2.33B
ISCG
Ishares Morningstar Small Cap

ETFs
4.83K
New
$49.84 - $55.14 $241K - $267K
4.83K $263M
META
Meta Platforms, Inc.

Communication Services
10
+ 3.0%
$695.21 - $791.73 $6.95K - $7.92K
343 $503M
FTHI
First Trust Exchange Traded Fd

ETFs
10.2K
New
$22.76 - $23.92 $232K - $244K
10.2K $242M
PLTR
Palantir Technologies Inc.

Technology
1.25K
New
$130.68 - $186.97 $164K - $234K
1.25K $229M
LNT
Alliant Energy Corp

Utilities
3.1K
New
$60.76 - $67.41 $189K - $209K
3.1K $209M
V
Visa Inc.

Financial Services
27
+ 4.75%
$332.09 - $358.86 $8.97K - $9.69K
596 $407M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.72K
New
$68.27 - $75.58 $186K - $206K
2.72K $202M
VIG
Vanguard Dividend Appreciation

ETFs
930
New
N/A
930 $201M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
13.1K
New
$11.51 - $12.4 $151K - $162K
13.1K $161M
VTV
Vanguard Value ETF

ETFs
715
+ 27.16%
$175.51 - $186.57 $125K - $133K
3.35K $624M
SO
Southern CO

Utilities
1.27K
+ 11.43%
$90.83 - $96.0 $116K - $122K
12.4K $1.18B
GOOG
Alphabet Inc.

Communication Services
18
+ 0.9%
$175.16 - $255.24 $3.15K - $4.59K
2.03K $494M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.7K
New
$11.55 - $12.56 $123K - $134K
10.7K $134M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.06%
$68.24 - $73.73 $887 - $958
21.5K $1.58B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 0.33%
$567.09 - $607.37 $5.1K - $5.47K
2.78K $1.65B
Activity Summary
Buys All Purchases 74 New Holdings 17 Increased Positions 57 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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