Edge Financial Advisors LLC Portfolio Holdings

Edge Financial Advisors LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 94 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 $12.7B, Apple Inc. with a value of $6.42B, Vanguard Growth ETF with a value of $3.39B, Vanguard Index Fds S&P 500 ETF with a value of $2.75B, and Spdr Index Shs Fds Msci Eafe S with a value of $2.57B.

Examining the 13F form we can see an decrease of $780M in the current position value, from $114B to 113B.

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.