Edge Financial Advisors LLC Purchases in Q1 2025

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
192K
New
$120.29 - $134.6 $23.1M - $25.8M
192K $23.4B
IXUS
Ishares Tr

ETFs
158K
New
$65.06 - $72.31 $10.3M - $11.4M
158K $11B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86.7K
New
$95.85 - $99.25 $8.31M - $8.61M
86.7K $8.58B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
126K
New
$55.41 - $60.74 $7M - $7.67M
126K $7.13B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
146K
New
$48.06 - $53.73 $7.02M - $7.85M
146K $7.12B
IVV
Ishares Core S&P 500 ETF

ETFs
9.14K
New
$554.06 - $615.85 $5.06M - $5.63M
9.14K $5.14B
DUHP
Dimensional ETF Tr Dimensional

ETFs
117K
+ 144.47%
$32.57 - $35.82 $3.8M - $4.18M
197K $6.54B
HYG
Ishares Tr

ETFs
39.3K
New
$78.51 - $80.11 $3.08M - $3.15M
39.3K $3.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
26.6K
New
$105.1 - $109.61 $2.8M - $2.92M
26.6K $2.89B
DFAI
Dimensional ETF Tr

ETFs
60.9K
+ 57.57%
$28.88 - $32.4 $1.76M - $1.97M
167K $5.21B
DFAE
Dimensional ETF Tr

ETFs
73.3K
New
$24.64 - $26.86 $1.81M - $1.97M
73.3K $1.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
New
$71.17 - $73.66 $1.44M - $1.49M
20.3K $1.49B
IWM
Ishares Russell 2000 ETF

ETFs
7.19K
New
$198.1 - $229.79 $1.42M - $1.65M
7.19K $1.43B
DIHP
Dimensional ETF Tr Dimensional

ETFs
52.4K
New
$25.1 - $27.85 $1.32M - $1.46M
52.4K $1.41B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.9K
New
$50.39 - $50.66 $1.26M - $1.26M
24.9K $1.26B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
26K
New
$40.15 - $47.73 $1.05M - $1.24M
26K $1.06B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
19K
New
$44.81 - $46.22 $851K - $878K
19K $856M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.3K
New
$79.17 - $82.04 $812K - $842K
10.3K $839M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.8K
New
$44.72 - $46.25 $619K - $640K
13.8K $638M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.2K
New
$56.51 - $62.98 $576K - $642K
10.2K $619M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9.42K
New
$62.43 - $84.12 $588K - $792K
9.42K $614M
VTI
Vanguard Total Stock Market Et

ETFs
2.05K
+ 223.99%
$271.18 - $303.12 $555K - $620K
2.96K $813M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.8K
New
$49.25 - $50.66 $534K - $549K
10.8K $538M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.93K
New
$94.86 - $97.12 $467K - $478K
4.93K $469M
FLIN
Franklin Templeton ETF Tr

ETFs
12.6K
New
$34.0 - $38.4 $428K - $483K
12.6K $463M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.36K
+ 43.71%
$102.49 - $119.96 $447K - $524K
14.3K $1.5B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.63K
New
$58.01 - $64.46 $268K - $298K
4.63K $287M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.69K
New
$25.05 - $25.16 $243K - $244K
9.69K $244M
DFAX
Dimensional ETF Tr
9.16K
New
$24.45 - $27.2 $224K - $249K
9.16K $240M
MUB
Ishares National Muni Bond ETF

ETFs
2.1K
New
$104.71 - $107.69 $220K - $226K
2.1K $222M
MO
Altria Group, Inc.

Consumer Defensive
3.68K
New
$50.81 - $60.02 $187K - $221K
3.68K $221M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.28K
New
$92.71 - $107.38 $212K - $245K
2.28K $212M
ABBV
Abb Vie Inc.

Healthcare
311
+ 10.56%
$169.2 - $216.66 $52.6K - $67.4K
3.26K $682M
IWF
Ishares Russell 1000 Gr ETF

ETFs
463
+ 57.8%
$360.07 - $417.26 $167K - $193K
1.26K $456M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118
+ 15.11%
$442.66 - $534.52 $52.2K - $63.1K
899 $479M
JPM
Jpmorgan Chase & CO

Financial Services
265
+ 3.43%
$225.19 - $279.95 $59.7K - $74.2K
7.99K $1.96B
SO
Southern CO

Utilities
82
+ 0.81%
$80.96 - $92.96 $6.64K - $7.62K
10.2K $940M
DUK
Duke Energy Corp

Utilities
43
+ 0.89%
$105.87 - $121.97 $4.55K - $5.24K
4.9K $597M
MCD
Mcdonalds Corp

Consumer Cyclical
105
+ 8.67%
$279.74 - $321.29 $29.4K - $33.7K
1.32K $411M
ABT
Abbott Laboratories

Healthcare
81
+ 3.31%
$111.1 - $140.22 $9K - $11.4K
2.53K $336M
COST
Costco Wholesale Corp

Consumer Defensive
46
+ 10.04%
$890.62 - $1076.86 $41K - $49.5K
504 $476M
QQQ
Invesco Qqq Trust, Series 1

ETFs
508
+ 11.39%
$468.34 - $539.52 $238K - $274K
4.97K $2.33B
DE
Deere & CO

Industrials
3
+ 0.33%
$408.57 - $509.27 $1.23K - $1.53K
909 $426M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 26.0%
$4295.4 - $5141.88 $55.8K - $66.8K
63 $288M
HD
Home Depot, Inc.

Consumer Cyclical
139
+ 22.68%
$347.25 - $424.87 $48.3K - $59.1K
752 $276M
MDLZ
Mondelez International, Inc.

Consumer Defensive
33
+ 0.83%
$56.12 - $68.15 $1.85K - $2.25K
4K $271M
AEE
Ameren Corp

Utilities
20
+ 0.72%
$86.87 - $103.67 $1.74K - $2.07K
2.82K $283M
VO
Vanguard Mid Cap ETF

ETFs
151
+ 10.8%
$251.87 - $277.95 $38K - $42K
1.55K $401M
VTV
Vanguard Value ETF

ETFs
117
+ 6.46%
$167.73 - $179.21 $19.6K - $21K
1.93K $333M
Activity Summary
Buys All Purchases 71 New Holdings 29 Increased Positions 42 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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