Edge Financial Advisors LLC Portfolio Holdings

Edge Financial Advisors LLC

  • $112 Billion
  • Q4 2024

Edge Financial Advisors LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Billion distributed in 92 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 $11.4B, Apple Inc. with a value of $6.9B, Dimensional ETF Tr U S Core Eq with a value of $4.15B, Vanguard Growth ETF with a value of $3.61B, and Dimensional ETF Tr with a value of $3.09B.

Examining the 13F form we can see an decrease of $868M in the current position value, from $113B to 112B.

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.

Portfolio value $112 Billion
ETFs: $81.6 Billion
Technology: $10.7 Billion
Utilities: $3.33 Billion
Financial Services: $3.05 Billion
Consumer Cyclical: $2.48 Billion
Consumer Defensive: $1.94 Billion
Communication Services: $1.21 Billion
Healthcare: $800 Million
Other: $690 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$146 Million 0.13% of portfolio
11,434
Q4 2024 Added 2.4%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $112 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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