Blue Edge Capital, LLC Incresed Positions in Q3 2024

Blue Edge Capital, LLC

  • $617 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
160K
+ 89.78%
$92.67 - $99.14 $14.8M - $15.9M
339K $33.2M
VTV
Vanguard Value ETF

ETFs
4.08K
+ 1.35%
$159.75 - $174.57 $651K - $711K
307K $53.6M
MGV
Vanguard Mega Cap Value

ETFs
16K
+ 12.01%
$118.0 - $128.28 $1.89M - $2.05M
149K $19.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
11.2K
+ 4.16%
$84.77 - $97.13 $945K - $1.08M
279K $26.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.74K
+ 2.51%
$111.9 - $124.28 $307K - $341K
112K $13.9M
AAPL
Apple Inc.

Technology
48
+ 0.08%
$207.23 - $234.82 $9.95K - $11.3K
58.4K $13.6M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.05%
$488.01 - $604.18 $3.9K - $4.83K
16.6K $9.73M
CAT
Caterpillar Inc

Industrials
499
+ 3.84%
$316.8 - $391.12 $158K - $195K
13.5K $5.28M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.77K
+ 2.4%
$84.81 - $93.54 $320K - $353K
161K $14.8M
IVE
Ishares S&P 500 Value ETF

ETFs
1.76K
+ 4.84%
$181.06 - $197.17 $318K - $346K
38.1K $7.51M
VTI
Vanguard Total Stock Market Et

ETFs
897
+ 7.17%
$255.18 - $283.2 $229K - $254K
13.4K $3.8M
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.41K
+ 0.75%
$44.13 - $47.01 $62.3K - $66.4K
190K $8.88M
ABBV
Abb Vie Inc.

Healthcare
1.48K
+ 28.39%
$163.84 - $199.33 $243K - $296K
6.71K $1.32M
IBM
International Business Machines Corp

Technology
333
+ 5.31%
$175.1 - $223.38 $58.3K - $74.4K
6.6K $1.46M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
405
+ 1.73%
$127.29 - $141.5 $51.6K - $57.3K
23.8K $3.32M
JPM
Jpmorgan Chase & CO

Financial Services
424
+ 1.79%
$194.9 - $224.8 $82.6K - $95.3K
24.2K $5.09M
IEMG
Ishares Inc

ETFs
4.86K
+ 3.71%
$53.64 - $53.64 $261K - $261K
136K $7.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 0.47%
$475.2 - $527.7 $20.4K - $22.7K
9.19K $4.85M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.52K
+ 1.27%
$19.48 - $20.97 $49.1K - $52.8K
200K $4.17M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
698
+ 2.22%
$178.94 - $207.0 $125K - $144K
32.1K $6.45M
MCO
Moodys Corp

Financial Services
12
+ 0.26%
$421.49 - $494.67 $5.06K - $5.94K
4.69K $2.22M
ABT
Abbott Laboratories

Healthcare
1.6K
+ 30.69%
$100.07 - $118.13 $160K - $189K
6.81K $776K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
620
+ 0.59%
$36.06 - $37.66 $22.4K - $23.3K
105K $3.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
132
+ 6.78%
$405.19 - $478.57 $53.5K - $63.2K
2.08K $957K
PM
Philip Morris International Inc.

Consumer Defensive
333
+ 12.04%
$101.25 - $127.45 $33.7K - $42.4K
3.1K $376K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.66K
+ 0.99%
$50.52 - $50.95 $83.7K - $84.4K
169K $8.6M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.03%
$107.72 - $119.96 $323 - $360
10.4K $1.24M
BRBS
Blue Ridge Bankshares, Inc.

Financial Services
20K
+ 25.0%
$2.49 - $2.93 $49.8K - $58.6K
100K $280K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7
+ 0.04%
$63.28 - $70.06 $443 - $490
17.9K $1.25M
AMD
Advanced Micro Devices Inc

Technology
47
+ 0.19%
$128.67 - $183.96 $6.05K - $8.65K
25.1K $4.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17
+ 0.88%
$105.53 - $118.34 $1.79K - $2.01K
1.95K $227K
BAC
Bank Of America Corp

Financial Services
630
+ 1.75%
$36.65 - $44.13 $23.1K - $27.8K
36.6K $1.45M
AVGO
Broadcom Inc.

Technology
1.31K
+ 900.0%
$136.27 - $1745.86 $178K - $2.28M
1.45K $250K
TFLO
Ishares Treasury Floating Rate

ETFs
193
+ 1.21%
$50.42 - $50.66 $9.73K - $9.78K
16.1K $814K
Spdr S&P Midcap 400
4.8K
+ 76.12%
N/A
11.1K $0
Merck & CO Inc
302
+ 1.69%
N/A
18.1K $0
Jp Morgan Beta Builders Canada E
601
+ 0.68%
N/A
88.5K $0
Power Shares Qqq Trust Unit Ser
4
+ 0.12%
N/A
3.32K $0
CVX
Chevron Corp

Energy
60
+ 2.22%
$137.88 - $161.97 $8.27K - $9.72K
2.76K $406K
PSX
Phillips 66

Energy
3
+ 0.09%
$125.0 - $147.17 $375 - $442
3.28K $431K
MSFT
Microsoft Corp

Technology
266
+ 1.15%
$395.15 - $467.56 $105K - $124K
23.4K $10.1M
GOOG
Alphabet Inc.

Communication Services
264
+ 0.97%
$149.54 - $192.66 $39.5K - $50.9K
27.6K $4.61M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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