Edge Financial Advisors LLC Reduced Holdings in Q3 2025

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-18.6K
- 32.97%
$97.75 - $100.75 $1.81M - $1.87M
37.7K $3.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.09K
- 44.38%
$546.99 - $602.2 $1.14M - $1.26M
2.62K $1.57B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.09K
- 25.76%
$620.67 - $670.08 $1.3M - $1.4M
6.02K $4.03B
HYG
Ishares Tr

ETFs
-8.04K
- 30.41%
$79.85 - $81.32 $642K - $654K
18.4K $1.49B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-5.82K
- 34.24%
$107.66 - $112.36 $627K - $654K
11.2K $1.25B
IWM
Ishares Russell 2000 ETF

ETFs
-1.93K
- 32.57%
$214.92 - $244.84 $415K - $473K
4K $968M
ACN
Accenture PLC

Technology
-119
- 3.25%
$232.56 - $304.78 $27.7K - $36.3K
3.54K $873M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.48K
- 14.4%
$50.47 - $50.74 $226K - $227K
26.7K $1.35B
IXUS
Ishares Tr

ETFs
-12.2K
- 7.93%
$76.35 - $82.58 $930K - $1.01M
141K $11.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.61K
- 8.34%
$617.65 - $666.84 $992K - $1.07M
17.7K $11.8B
EEM
Ishares Msci Emerging Markets

ETFs
-2.63K
- 21.45%
$48.07 - $53.4 $126K - $140K
9.63K $514M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-925
- 20.89%
$59.5 - $62.99 $55K - $58.3K
3.5K $220M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-528
- 13.55%
$96.22 - $98.19 $50.8K - $51.8K
3.37K $330M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 9.62%
$5364.25 - $5815.92 $26.8K - $29.1K
47 $253M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.01K
- 11.5%
$42.04 - $45.23 $84.5K - $91K
15.5K $700M
VCIT
Vanguard Intermediate Term Cor

ETFs
-607
- 6.31%
$81.75 - $84.54 $49.6K - $51.3K
9.02K $758M
CEG
Constellation Energy Corp

Utilities
-148
- 8.81%
$298.82 - $354.89 $44.2K - $52.5K
1.53K $504M
DIS
Walt Disney CO

Communication Services
-111
- 5.21%
$112.25 - $124.0 $12.5K - $13.8K
2.02K $231M
LRGF
Ishares Tr

ETFs
-2.21K
- 9.07%
$64.13 - $69.24 $142K - $153K
22.2K $1.53B
WMT
Walmart Inc.

Consumer Defensive
-466
- 11.1%
$94.4 - $104.27 $44K - $48.6K
3.73K $384M
HD
Home Depot, Inc.

Consumer Cyclical
-140
- 14.99%
$357.4 - $423.42 $50K - $59.3K
794 $322M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-15
- 0.34%
$60.9 - $70.75 $914 - $1.06K
4.45K $278M
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.85K
- 21.4%
$31.49 - $37.19 $58.4K - $68.9K
6.8K $253M
ABT
Abbott Laboratories

Healthcare
-59
- 2.32%
$120.51 - $136.62 $7.11K - $8.06K
2.48K $332M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-281
- 1.42%
$72.57 - $74.72 $20.4K - $21K
19.5K $1.45B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-119
- 2.51%
$41.43 - $44.2 $4.93K - $5.26K
4.62K $204M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-212
- 5.8%
$67.52 - $76.75 $14.3K - $16.3K
3.44K $258M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 1.66%
$459.11 - $506.91 $5.97K - $6.59K
771 $388M
AVEM
American Centy ETF Tr Avantis

ETFs
-307
- 6.39%
$68.33 - $75.41 $21K - $23.2K
4.5K $338M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5
- 0.04%
$45.6 - $46.92 $228 - $235
13.8K $645M
Spdr Index Shs Fds
-46
- 1.27%
N/A
3.59K $238M
VHT
Vanguard Health Care ETF

ETFs
-45
- 2.14%
$239.12 - $259.95 $10.8K - $11.7K
2.05K $533M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-819
- 5.43%
$182.33 - $194.5 $149K - $159K
14.3K $2.78B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.2K
- 5.97%
$37.04 - $40.86 $44.3K - $48.8K
18.8K $767M
VB
Vanguard Small Cap ETF

ETFs
-47
- 2.37%
$237.58 - $259.17 $11.2K - $12.2K
1.93K $492M
MSFT
Microsoft Corp

Technology
-109
- 2.99%
$491.09 - $535.64 $53.5K - $58.4K
3.54K $1.83B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-128
- 0.96%
$36.04 - $38.78 $4.61K - $4.96K
13.3K $511M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-55
- 1.07%
$132.9 - $142.03 $7.31K - $7.81K
5.09K $717M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-436
- 3.56%
$82.96 - $95.7 $36.2K - $41.7K
11.8K $1.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-31
- 2.75%
$420.11 - $472.68 $13K - $14.7K
1.1K $513M
AVUS
American Centy ETF Tr Avantis

ETFs
-50
- 0.78%
$101.2 - $109.16 $5.06K - $5.46K
6.36K $691M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-145
- 0.52%
$23.82 - $25.84 $3.45K - $3.75K
27.6K $711M
VTI
Vanguard Total Stock Market Et

ETFs
-78
- 2.35%
$303.93 - $329.86 $23.7K - $25.7K
3.24K $1.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-165
- 0.74%
$87.29 - $93.61 $14.4K - $15.4K
22.3K $2.08B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-174
- 1.57%
$121.46 - $130.92 $21.1K - $22.8K
10.9K $1.42B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-366
- 2.67%
$108.46 - $120.63 $39.7K - $44.2K
13.3K $1.58B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-66
- 0.23%
$42.88 - $49.1 $2.83K - $3.24K
28.6K $1.38B
VV
Vanguard Large Cap ETF

ETFs
-28
- 0.3%
$285.05 - $309.14 $7.98K - $8.66K
9.23K $2.84B
COST
Costco Wholesale Corp

Consumer Defensive
-72
- 14.29%
$915.95 - $994.57 $65.9K - $71.6K
432 $799M
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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