Edge Capital Group, LLC Purchases in Q4 2024

Edge Capital Group, LLC

  • $1.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FFIV
F5, Inc.

Technology
237K
New
$213.56 - $263.36 $50.6M - $62.4M
237K $59.6M
RS
Reliance Steel & Aluminum CO

Basic Materials
174K
New
$264.2 - $326.32 $46.1M - $56.9M
174K $47M
AGCO
Agco Corp

Industrials
420K
New
$89.46 - $101.89 $37.6M - $42.8M
420K $39.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
83.7K
New
$338.38 - $446.21 $28.3M - $37.4M
83.7K $36.4M
EXC
Exelon Corp

Utilities
511K
New
$36.22 - $40.97 $18.5M - $20.9M
511K $19.2M
SRE
Sempra Energy

Utilities
189K
New
$80.81 - $94.77 $15.3M - $17.9M
189K $16.6M
XEL
Xcel Energy Inc

Utilities
208K
New
$62.16 - $72.92 $12.9M - $15.2M
208K $14.1M
COST
Costco Wholesale Corp

Consumer Defensive
13.5K
+ 752.54%
$873.59 - $994.69 $11.8M - $13.4M
15.3K $14M
XLK
Technology Sector Spdr

ETFs
38.2K
+ 181.32%
$220.26 - $241.44 $8.41M - $9.22M
59.2K $13.8M
UL
Unilever PLC

Consumer Defensive
149K
+ 3569.19%
$56.7 - $64.64 $8.43M - $9.62M
153K $8.67M
BDX
Becton Dickinson & CO

Healthcare
32.9K
+ 2693.54%
$220.02 - $243.75 $7.25M - $8.03M
34.2K $7.75M
SENEA
Seneca Foods Corp

Consumer Defensive
74.7K
New
$61.61 - $80.57 $4.6M - $6.02M
74.7K $5.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
15.3K
+ 3.35%
$95.27 - $107.82 $1.46M - $1.65M
472K $48.8M
DELL
Dell Technologies Inc.

Technology
39.6K
New
$111.96 - $144.21 $4.43M - $5.71M
39.6K $4.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.4K
+ 0.82%
$521.84 - $558.82 $1.25M - $1.34M
295K $159M
NSC
Norfolk Southern Corp

Industrials
19K
+ 45.68%
$230.6 - $277.0 $4.38M - $5.27M
60.6K $14.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.21K
+ 1.13%
$205.18 - $250.29 $249K - $304K
109K $26.1M
AAPL
Apple Inc.

Technology
3.82K
+ 3.46%
$221.69 - $259.02 $847K - $990K
114K $28.6M
ABC
Amerisourcebergen Corp

Healthcare
12.6K
New
N/A
12.6K $2.33M
SBAC
Sba Communications Corp

Real Estate
10.9K
New
$198.24 - $249.31 $2.15M - $2.71M
10.9K $2.21M
IQV
Iqvia Holdings Inc.

Healthcare
11.3K
+ 622.74%
$190.97 - $236.63 $2.15M - $2.67M
13.1K $2.57M
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 2.2%
$180.88 - $232.93 $208K - $268K
53.5K $11.7M
NVDA
Nvidia Corp

Technology
8.36K
+ 14.11%
$117.0 - $148.88 $978K - $1.24M
67.6K $9.08M
PCAR
Paccar Inc

Industrials
17.4K
New
$97.92 - $118.41 $1.7M - $2.06M
17.4K $1.81M
KLAC
Kla Corp

Technology
3.83K
+ 72.31%
$614.46 - $829.55 $2.36M - $3.18M
9.13K $5.76M
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 2.09%
$570.51 - $610.59 $753K - $806K
64.5K $38M
GOOG
Alphabet Inc.

Communication Services
1.57K
+ 3.36%
$163.08 - $198.16 $256K - $312K
48.4K $9.22M
LCII
Lci Industries

Consumer Cyclical
11.8K
New
$101.78 - $126.7 $1.2M - $1.49M
11.8K $1.22M
BAC
Bank Of America Corp

Financial Services
3.28K
+ 1.53%
$39.22 - $47.77 $129K - $157K
217K $9.53M
VIG
Vanguard Dividend Appreciation

ETFs
5.79K
+ 3.61%
N/A
166K $30.3M
NVTS
Navitas Semiconductor Corp

Technology
277K
New
$1.78 - $4.35 $492K - $1.2M
277K $987K
MSFT
Microsoft Corp

Technology
4.01K
+ 4.97%
$406.35 - $454.46 $1.63M - $1.82M
84.8K $35.7M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
53.2K
+ 470.25%
$16.22 - $18.28 $863K - $973K
64.5K $1.16M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
22.8K
+ 11.51%
$29.73 - $30.81 $677K - $702K
221K $6.72M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13K
+ 2.6%
$61.68 - $67.87 $799K - $879K
511K $31.8M
PLTR
Palantir Technologies Inc.

Technology
92
+ 0.46%
$36.46 - $82.38 $3.35K - $7.58K
20.1K $1.52M
USRT
Ishares Core U.S. Reit ETF

ETFs
13.2K
New
$55.97 - $62.75 $741K - $830K
13.2K $758K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.58K
+ 8.52%
$311.11 - $335.64 $492K - $531K
20.1K $6.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.96K
+ 12.96%
$96.64 - $101.23 $962K - $1.01M
86.8K $8.41M
FBNC
First Bancorp

Financial Services
13.6K
New
$40.32 - $49.2 $550K - $671K
13.6K $599K
V
Visa Inc.

Financial Services
462
+ 4.44%
$273.87 - $320.91 $127K - $148K
10.9K $3.43M
AXP
American Express CO

Financial Services
1.11K
+ 20.85%
$267.35 - $305.57 $298K - $340K
6.45K $1.91M
SMPL
Simply Good Foods CO

Consumer Defensive
12K
New
$32.46 - $40.01 $388K - $478K
12K $465K
D
Dominion Energy, Inc

Utilities
8.5K
New
$52.63 - $60.92 $447K - $518K
8.5K $457K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.67K
New
$49.79 - $51.14 $431K - $443K
8.67K $434K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.39K
+ 29.67%
$58.39 - $67.04 $315K - $361K
23.6K $1.49M
VUG
Vanguard Growth ETF

ETFs
32
+ 0.21%
$378.79 - $428.11 $12.1K - $13.7K
15.2K $6.26M
ET
Energy Transfer LP

Energy
2.35K
+ 2.44%
$16.05 - $19.86 $37.6K - $46.6K
98.3K $1.93M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.59K
+ 112.51%
$80.13 - $83.77 $368K - $384K
8.67K $695K
Activity Summary
Buys All Purchases 155 New Holdings 38 Increased Positions 117 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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