Edge Financial Advisors LLC Incresed Positions in Q1 2025

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
117K
+ 144.47%
$32.57 - $35.82 $3.8M - $4.18M
197K $6.54B
DFAI
Dimensional ETF Tr

ETFs
60.9K
+ 57.57%
$28.88 - $32.4 $1.76M - $1.97M
167K $5.21B
VTI
Vanguard Total Stock Market Et

ETFs
2.05K
+ 223.99%
$271.18 - $303.12 $555K - $620K
2.96K $813M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.36K
+ 43.71%
$102.49 - $119.96 $447K - $524K
14.3K $1.5B
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
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
MA
Mastercard Inc

Financial Services
1
+ 0.11%
$504.67 - $576.31 $505 - $576
914 $501M
DHS
Wisdomtree Tr U.S

ETFs
20
+ 0.66%
$91.55 - $99.74 $1.83K - $1.99K
3.06K $303M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
72
+ 0.76%
$28.25 - $31.5 $2.03K - $2.27K
9.52K $285M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
33
+ 0.65%
$126.11 - $135.06 $4.16K - $4.46K
5.11K $659M
AVGO
Broadcom Inc.

Technology
471
+ 43.45%
$167.43 - $244.7 $78.9K - $115K
1.56K $260M
HSY
Hershey CO

Consumer Defensive
18
+ 0.78%
$144.74 - $186.36 $2.61K - $3.35K
2.32K $396M
PEP
Pepsico Inc

Consumer Defensive
62
+ 1.77%
$142.64 - $156.42 $8.84K - $9.7K
3.57K $535M
WMT
Walmart Inc.

Consumer Defensive
113
+ 2.87%
$84.5 - $105.05 $9.55K - $11.9K
4.06K $356M
MCO
Moodys Corp

Financial Services
1
+ 0.22%
$437.8 - $527.48 $438 - $527
464 $216M
PEG
Public Service Enterprise Group Inc

Utilities
24
+ 0.77%
$78.2 - $90.39 $1.88K - $2.17K
3.15K $259M
DIS
Walt Disney CO

Communication Services
88
+ 4.11%
$96.87 - $114.0 $8.52K - $10K
2.23K $220M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
12
+ 0.28%
$60.91 - $71.4 $731 - $857
4.34K $270M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.25%
$542.38 - $646.34 $542 - $646
400 $217M
CEG
Constellation Energy Corp

Utilities
3
+ 0.2%
$201.63 - $347.44 $605 - $1.04K
1.53K $308M
GOOG
Alphabet Inc.

Communication Services
22
+ 1.12%
$156.06 - $207.71 $3.43K - $4.57K
1.99K $311M
SRE
Sempra Energy

Utilities
37
+ 0.8%
$67.85 - $87.67 $2.51K - $3.24K
4.64K $331M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 0.33%
$522.96 - $601.18 $4.71K - $5.41K
2.76K $1.47B
NVDA
Nvidia Corp

Technology
162
+ 3.56%
$106.98 - $149.43 $17.3K - $24.2K
4.71K $510M
EIX
Edison International

Utilities
115
+ 1.29%
$50.06 - $80.01 $5.76K - $9.2K
9.01K $531M
TSLA
Tesla, Inc.

Consumer Cyclical
71
+ 3.54%
$222.15 - $428.22 $15.8K - $30.4K
2.08K $538M
VUG
Vanguard Growth ETF

ETFs
175
+ 1.99%
$369.1 - $427.61 $64.6K - $74.8K
8.98K $3.33B
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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