Edge Financial Advisors LLC Incresed Positions 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
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
DFAE
Dimensional ETF Tr

ETFs
8.39K
+ 9.65%
$28.84 - $31.84 $242K - $267K
95.4K $3.01B
PEG
Public Service Enterprise Group Inc

Utilities
4.88K
+ 154.62%
$79.99 - $90.14 $391K - $440K
8.04K $671M
GLD
Spdr Gold Trust

ETFs
713
+ 58.97%
$300.96 - $355.47 $215K - $253K
1.92K $683M
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
META
Meta Platforms, Inc.

Communication Services
10
+ 3.0%
$695.21 - $791.73 $6.95K - $7.92K
343 $503M
V
Visa Inc.

Financial Services
27
+ 4.75%
$332.09 - $358.86 $8.97K - $9.69K
596 $407M
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
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
SRE
Sempra Energy

Utilities
181
+ 3.87%
$74.14 - $89.98 $13.4K - $16.3K
4.86K $438M
DFIC
Dimensional ETF Tr Dimensional

ETFs
523
+ 1.66%
$30.76 - $33.01 $16.1K - $17.3K
31.9K $1.05B
DFAS
Dimensional ETF Tr U S Small C

ETFs
632
+ 11.28%
$63.41 - $69.69 $40.1K - $44K
6.24K $427M
JPEM
Jp Morgan Diversified Return

ETFs
200
+ 1.09%
$56.25 - $59.87 $11.3K - $12K
18.6K $1.09B
HSY
Hershey CO

Consumer Defensive
17
+ 0.73%
$161.95 - $193.45 $2.75K - $3.29K
2.35K $440M
VEU
Vanguard Ftse All World Ex Us

ETFs
11
+ 0.09%
$66.38 - $71.68 $730 - $788
11.8K $844M
FLIN
Franklin Templeton ETF Tr

ETFs
2.48K
+ 14.47%
$37.28 - $39.98 $92.4K - $99.1K
19.6K $731M
BLOK
Amplify ETF Tr Trnsformational

ETFs
25
+ 0.64%
$56.05 - $67.13 $1.4K - $1.68K
3.95K $265M
EIX
Edison International

Utilities
122
+ 1.35%
$50.42 - $56.35 $6.15K - $6.87K
9.14K $505M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.19%
$133.81 - $152.16 $1.07K - $1.22K
4.13K $580M
DUK
Duke Energy Corp

Utilities
15
+ 0.27%
$116.31 - $125.93 $1.74K - $1.89K
5.49K $679M
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.7%
$57.75 - $67.68 $1.5K - $1.76K
3.76K $249M
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 3.82%
$291.67 - $316.99 $14.9K - $16.2K
1.39K $421M
JPIN
Jp Morgan Diversified Return I

ETFs
63
+ 0.65%
$63.14 - $67.96 $3.98K - $4.28K
9.72K $647M
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.11%
$108.08 - $121.73 $216 - $243
1.86K $224M
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.56%
$279.83 - $293.74 $2.24K - $2.35K
1.44K $423M
AMZN
Amazon Com Inc

Consumer Cyclical
101
+ 4.51%
$211.65 - $238.24 $21.4K - $24.1K
2.34K $514M
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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