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
DVY
Ishares Tr

ETFs
3.01K
+ 22.61%
$129.55 - $143.41 $390K - $431K
16.3K $2.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.79K
New
$88.59 - $94.57 $335K - $358K
3.79K $336K
HTH
Hilltop Holdings Inc.

Financial Services
11.7K
New
$28.47 - $34.44 $333K - $403K
11.7K $335K
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.8K
+ 16.15%
$75.1 - $82.99 $962K - $1.06M
92.1K $6.96M
IAT
Ishares Tr

ETFs
2.74K
+ 4.82%
$46.07 - $56.9 $126K - $156K
59.5K $3M
ENB
Enbridge Inc

Energy
5.28K
+ 13.15%
$40.4 - $43.92 $213K - $232K
45.4K $1.93M
VO
Vanguard Mid Cap ETF

ETFs
1.12K
+ 11.96%
$261.5 - $284.63 $292K - $318K
10.4K $2.76M
VV
Vanguard Large Cap ETF

ETFs
1.09K
New
$260.27 - $280.65 $284K - $306K
1.09K $294K
T
At&T Inc.

Communication Services
12K
New
$21.22 - $23.88 $254K - $286K
12K $272K
ABT
Abbott Laboratories

Healthcare
2.28K
+ 30.05%
$111.93 - $119.39 $256K - $273K
9.88K $1.12M
LOW
Lowes Companies Inc

Consumer Cyclical
965
New
$244.52 - $284.07 $236K - $274K
965 $238K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.21K
+ 6.88%
$238.25 - $261.28 $288K - $316K
18.8K $4.55M
WFC
Wells Fargo & Company

Financial Services
879
+ 7.15%
$54.98 - $77.35 $48.3K - $68K
13.2K $925K
CVX
Chevron Corp

Energy
2.69K
+ 4.04%
$141.15 - $162.53 $380K - $437K
69.2K $10M
AVEM
American Centy ETF Tr Avantis

ETFs
3.77K
New
$58.59 - $66.14 $221K - $249K
3.77K $221K
MLM
Martin Marietta Materials Inc

Basic Materials
420
New
$516.5 - $619.58 $217K - $260K
420 $216K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.42K
New
$24.94 - $25.74 $210K - $217K
8.42K $214K
GILD
Gilead Sciences, Inc.

Healthcare
2.3K
New
$83.95 - $97.9 $193K - $225K
2.3K $212K
MCD
Mcdonalds Corp

Consumer Cyclical
894
+ 25.59%
$288.47 - $316.54 $258K - $283K
4.39K $1.27M
TRV
Travelers Companies, Inc.

Financial Services
863
New
$225.97 - $266.66 $195K - $230K
863 $207K
CUZ
Cousins Properties Inc

Real Estate
111
+ 0.07%
$28.63 - $31.94 $3.18K - $3.55K
170K $5.22M
SPYG
Spdr Portfolio

ETFs
762
+ 3.3%
$81.74 - $91.38 $62.3K - $69.6K
23.9K $2.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.21%
$275.15 - $388.2 $1.38K - $1.94K
2.4K $821K
TXN
Texas Instruments Inc

Technology
738
+ 12.09%
N/A
6.84K $1.33M
BA
Boeing CO

Industrials
384
+ 14.14%
$138.14 - $180.72 $53K - $69.4K
3.1K $548K
VB
Vanguard Small Cap ETF

ETFs
172
+ 0.58%
$233.76 - $261.58 $40.2K - $45K
29.9K $7.19M
COIN
Coinbase Global, Inc.

Technology
161
+ 12.43%
$163.17 - $343.62 $26.3K - $55.3K
1.46K $361K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.42K
+ 43.45%
$46.48 - $51.32 $113K - $124K
7.99K $384K
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 27.42%
$164.99 - $203.87 $190K - $235K
5.35K $950K
DE
Deere & CO

Industrials
206
+ 32.91%
$389.45 - $466.0 $80.2K - $96K
832 $352K
PANW
Palo Alto Networks Inc

Technology
3.04K
+ 102.01%
$181.96 - $405.9 $553K - $1.23M
6.02K $1.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
280
+ 10.6%
$178.39 - $215.0 $49.9K - $60.2K
2.92K $563K
SCHW
Schwab Charles Corp

Financial Services
304
+ 5.71%
$63.31 - $82.85 $19.2K - $25.2K
5.63K $416K
CSCO
Cisco Systems, Inc.

Technology
52
+ 0.46%
$52.45 - $60.02 $2.73K - $3.12K
11.5K $679K
ETN
Eaton Corp PLC

Industrials
181
+ 28.37%
$326.96 - $377.52 $59.2K - $68.3K
819 $271K
TMUS
T Mobile Us, Inc.

Communication Services
163
+ 9.66%
$206.1 - $246.94 $33.6K - $40.3K
1.85K $408K
OKE
Oneok Inc

Energy
20
+ 0.33%
$92.28 - $117.05 $1.85K - $2.34K
6.13K $615K
ACWI
Ishares Msci Acwi ETF

ETFs
564
+ 13.07%
$117.05 - $123.03 $66K - $69.4K
4.88K $573K
ISRG
Intuitive Surgical Inc

Healthcare
65
+ 9.29%
$471.27 - $550.62 $30.6K - $35.8K
765 $399K
IDV
Ishares Tr

ETFs
2.57K
+ 37.54%
$27.03 - $29.92 $69.4K - $76.9K
9.41K $257K
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.19%
$264.65 - $302.92 $1.32K - $1.51K
2.61K $746K
KKR
Kkr & Co. Inc.

Financial Services
78
+ 3.94%
$129.87 - $162.87 $10.1K - $12.7K
2.06K $304K
COF
Capital One Financial Corp

Financial Services
26
+ 1.81%
$145.19 - $192.01 $3.77K - $4.99K
1.46K $260K
TJX
Tjx Companies Inc

Consumer Cyclical
240
+ 5.13%
$112.15 - $127.2 $26.9K - $30.5K
4.92K $593K
XLF
Financial Sector Spdr

ETFs
315
+ 3.76%
$44.89 - $51.34 $14.1K - $16.2K
8.7K $420K
ABNB
Airbnb, Inc.

Consumer Cyclical
18
+ 0.24%
$125.36 - $147.37 $2.26K - $2.65K
7.55K $992K
WBD
Warner Bros. Discovery, Inc.

Communication Services
373
+ 3.09%
$7.33 - $12.37 $2.73K - $4.61K
12.4K $132K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.02K
+ 4.39%
$44.33 - $49.55 $45.2K - $50.5K
24.2K $1.09M
CBRE
Cbre Group, Inc.

Real Estate
129
+ 6.95%
$119.22 - $140.71 $15.4K - $18.2K
1.99K $260K
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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