Blue Edge Capital, LLC Purchases in Q4 2024

Blue Edge Capital, LLC

  • $613 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
24.8K
+ 65.25%
$189.5 - $206.17 $4.71M - $5.12M
62.9K $12M
MGV
Vanguard Mega Cap Value

ETFs
20.9K
+ 13.98%
$124.06 - $133.48 $2.59M - $2.79M
170K $21.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
15.6K
+ 13.88%
$121.89 - $135.52 $1.9M - $2.11M
128K $15.9M
AMZN
Amazon Com Inc

Consumer Cyclical
664
+ 1.35%
$180.88 - $232.93 $120K - $155K
49.7K $10.9M
AAPL
Apple Inc.

Technology
1.71K
+ 2.93%
$221.69 - $259.02 $379K - $443K
60.1K $15.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
9.9K
+ 19.97%
$104.59 - $118.05 $1.04M - $1.17M
59.5K $6.46M
GOOGL
Alphabet Inc.

Communication Services
244
+ 0.56%
$161.86 - $196.66 $39.5K - $48K
43.5K $8.23M
V
Visa Inc.

Financial Services
305
+ 1.61%
$273.87 - $320.91 $83.5K - $97.9K
19.2K $6.08M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.45K
+ 1.47%
$124.61 - $133.96 $180K - $194K
99.6K $12.8M
VTI
Vanguard Total Stock Market Et

ETFs
945
+ 7.05%
$280.04 - $302.45 $265K - $286K
14.4K $4.16M
MA
Mastercard Inc

Financial Services
99
+ 1.35%
$491.3 - $536.15 $48.6K - $53.1K
7.44K $3.92M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.66K
+ 3.02%
$176.42 - $186.91 $293K - $310K
56.6K $10.1M
META
Meta Platforms, Inc.

Communication Services
30
+ 0.29%
$554.08 - $632.68 $16.6K - $19K
10.3K $6.09M
NOTV
Inotiv, Inc.

Healthcare
42K
New
$1.68 - $5.95 $70.6K - $250K
42K $173K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52
+ 0.57%
$521.84 - $558.82 $27.1K - $29.1K
9.25K $4.98M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.92K
+ 19.66%
$22.65 - $23.8 $112K - $117K
30K $680K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
847
+ 19.65%
$115.08 - $119.55 $97.5K - $101K
5.16K $596K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
752
+ 1.37%
$41.09 - $45.94 $30.9K - $34.5K
55.7K $2.34M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.45K
+ 3.77%
$22.39 - $23.45 $77.2K - $80.8K
94.9K $2.18M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8
+ 0.04%
$69.3 - $74.3 $554 - $594
17.9K $1.28M
IBM
International Business Machines Corp

Technology
135
+ 2.04%
$204.9 - $238.04 $27.7K - $32.1K
6.74K $1.48M
CVX
Chevron Corp

Energy
133
+ 4.82%
$141.15 - $162.53 $18.8K - $21.6K
2.89K $419K
TFLO
Ishares Treasury Floating Rate

ETFs
217
+ 1.35%
$50.37 - $50.63 $10.9K - $11K
16.3K $823K
MIDE
Dbx ETF Tr S&P Midcap 400 Esg

ETFs
224
+ 1.53%
$30.43 - $33.47 $6.82K - $7.5K
14.8K $453K
Power Shares Qqq Trust Unit Ser
40
+ 1.2%
N/A
3.36K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.51%
$113.92 - $127.38 $1.14K - $1.27K
1.96K $225K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.13%
$118.38 - $133.06 $474 - $532
3.1K $373K
ACWI
Ishares Msci Acwi ETF

ETFs
3
+ 0.1%
$117.05 - $123.03 $351 - $369
2.98K $350K
VT
Vanguard Total World Stk Index

ETFs
44
+ 0.42%
$117.09 - $123.07 $5.15K - $5.42K
10.4K $1.22M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.56K
+ 0.97%
$90.66 - $99.46 $142K - $155K
162K $14.7M
PSX
Phillips 66

Energy
4
+ 0.12%
$110.35 - $138.93 $441 - $556
3.29K $374K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
78
+ 0.33%
$134.53 - $150.65 $10.5K - $11.8K
23.9K $3.23M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.03%
$164.99 - $203.87 $330 - $408
6.71K $1.19M
CAT
Caterpillar Inc

Industrials
375
+ 2.78%
$360.37 - $416.88 $135K - $156K
13.9K $5.04M
XOM
Exxon Mobil Corp

Energy
508
+ 1.23%
$105.51 - $125.37 $53.6K - $63.7K
41.9K $4.51M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
2.64K
+ 2.32%
$60.27 - $66.27 $159K - $175K
116K $7.11M
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Blue Edge Capital, LLC Portfolio

Follow Blue Edge Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Edge Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Edge Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email