Edge Financial Advisors LLC Reduced Holdings in Q2 2025

Edge Financial Advisors LLC

  • $190 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-30.4K
- 35.07%
$96.84 - $99.46 $2.94M - $3.02M
56.3K $5.56B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-9.63K
- 36.17%
$105.23 - $109.61 $1.01M - $1.06M
17K $1.86B
HYG
Ishares Tr

ETFs
-12.8K
- 32.69%
$75.75 - $80.65 $972K - $1.04M
26.4K $2.12B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-29.4K
- 68.74%
$29.12 - $35.84 $857K - $1.05M
13.4K $480M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-10.5K
- 37.55%
$35.77 - $42.27 $376K - $444K
17.5K $742M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.36K
- 23.28%
$97.68 - $121.38 $328K - $407K
11.1K $1.34B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-4.99K
- 26.29%
$43.63 - $45.4 $218K - $227K
14K $624M
IWM
Ishares Russell 2000 ETF

ETFs
-1.26K
- 17.46%
$174.82 - $215.79 $219K - $271K
5.93K $1.29B
ACN
Accenture PLC

Technology
-340
- 8.5%
$279.23 - $323.21 $94.9K - $110K
3.66K $1.11B
EEM
Ishares Msci Emerging Markets

ETFs
-4.41K
- 26.46%
$38.52 - $48.28 $170K - $213K
12.3K $592M
INTF
Ishares Tr

ETFs
-6.84K
- 17.02%
$27.6 - $34.51 $189K - $236K
33.3K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-115
- 12.79%
$483.48 - $539.8 $55.6K - $62.1K
784 $382M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.03K
- 20.91%
$91.23 - $97.27 $94K - $100K
3.9K $377M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.23K
- 25.14%
$55.86 - $68.61 $68.5K - $84.2K
3.65K $253M
VCIT
Vanguard Intermediate Term Cor

ETFs
-639
- 6.23%
$79.56 - $82.92 $50.8K - $53K
9.62K $795M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-529
- 2.61%
$72.02 - $73.82 $38.1K - $39.1K
19.7K $1.45B
JPEM
Jp Morgan Diversified Return

ETFs
-1.74K
- 8.64%
$48.41 - $56.7 $84K - $98.4K
18.4K $1.04B
Spdr Index Shs Fds
-712
- 16.39%
N/A
3.63K $229M
VONG
Vanguard Russell 1000 Growth E

ETFs
-431
- 18.87%
$82.51 - $109.2 $35.6K - $47.1K
1.85K $200M
VB
Vanguard Small Cap ETF

ETFs
-189
- 8.71%
$193.73 - $237.37 $36.6K - $44.9K
1.98K $470M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-30
- 0.22%
$45.12 - $46.23 $1.35K - $1.39K
13.8K $636M
VO
Vanguard Mid Cap ETF

ETFs
-119
- 7.68%
$228.54 - $279.83 $27.2K - $33.3K
1.43K $400M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.35K
- 10.51%
$29.41 - $37.21 $69.1K - $87.5K
20K $745M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-663
- 4.62%
$90.56 - $109.49 $60K - $72.6K
13.7K $1.5B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 17.46%
$4164.15 - $5789.24 $45.8K - $63.7K
52 $298M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-138
- 10.92%
$320.42 - $424.58 $44.2K - $58.6K
1.13K $473M
GOOGL
Alphabet Inc.

Communication Services
-99
- 5.95%
$144.7 - $178.6 $14.3K - $17.7K
1.56K $276M
DFAX
Dimensional ETF Tr
-10
- 0.11%
$23.37 - $29.39 $234 - $294
9.15K $269M
META
Meta Platforms, Inc.

Communication Services
-26
- 7.24%
$484.66 - $738.09 $12.6K - $19.2K
333 $245M
DIS
Walt Disney CO

Communication Services
-100
- 4.48%
$81.72 - $124.01 $8.17K - $12.4K
2.13K $264M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.03K
- 4.62%
N/A
21.3K $845M
JPIN
Jp Morgan Diversified Return I

ETFs
-41
- 0.42%
$52.18 - $64.25 $2.14K - $2.63K
9.65K $620M
NVDA
Nvidia Corp

Technology
-708
- 15.03%
$94.31 - $157.99 $66.8K - $112K
4K $617M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-154
- 0.68%
$72.96 - $90.39 $11.2K - $13.9K
22.4K $2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-264
- 5.32%
$416.06 - $551.64 $110K - $146K
4.7K $2.59B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.03K
- 2.4%
$50.39 - $60.05 $153K - $182K
123K $7.4B
JPM
Jpmorgan Chase & CO

Financial Services
-79
- 0.99%
$210.28 - $289.91 $16.6K - $22.9K
7.91K $2.29B
VUG
Vanguard Growth ETF

ETFs
-40
- 0.45%
$329.49 - $438.4 $13.2K - $17.5K
8.94K $3.92B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.32K
- 1.59%
$43.53 - $54.46 $101K - $126K
144K $7.83B
IXUS
Ishares Tr

ETFs
-4.63K
- 2.93%
$62.37 - $77.63 $289K - $359K
153K $11.9B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.54K
- 3.41%
$108.12 - $135.04 $708K - $884K
185K $25B
Activity Summary
Buys All Purchases 74 New Holdings 29 Increased Positions 45 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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