Edge Financial Advisors LLC Portfolio Holdings
Edge Financial Advisors LLC
- $114 Billion
- Q1 2024
Edge Financial Advisors LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $13.7B, Apple Inc. with a value of $5.3B, Goldman Sachs ETF Tr Activebet with a value of $3.65B, Vanguard Growth ETF with a value of $3.07B, and Goldman Sachs ETF Tr Activebet with a value of $3.03B.
Examining the 13F form we can see an increase of $114B in the current position value.
Edge Financial Advisors LLC is based out at Wheaton, IL
Below you can find more details about Edge Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 163
- Current Value $114 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 127 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks