Edge Capital Group, LLC Incresed Positions in Q3 2024

Edge Capital Group, LLC

  • $2.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
67.3K
+ 1702.35%
$142.5 - $192.45 $9.59M - $13M
71.3K $13.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
26K
+ 431.53%
$434.77 - $502.96 $11.3M - $13.1M
32.1K $15.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.67K
+ 0.57%
$475.2 - $527.7 $793K - $880K
292K $154M
IEFA
Ishares Tr

ETFs
17.2K
+ 1.79%
$70.09 - $78.74 $1.2M - $1.35M
977K $76.3M
JNJ
Johnson & Johnson

Healthcare
24.9K
+ 23.65%
$145.48 - $167.38 $3.62M - $4.17M
130K $21.1M
VEA
Vanguard Ftse Developed Market

ETFs
26.6K
+ 2.57%
$47.6 - $53.31 $1.26M - $1.42M
1.06M $56.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
57.8K
+ 25.7%
$42.22 - $48.62 $2.44M - $2.81M
283K $13.1M
TFC
Truist Financial Corp

Financial Services
38K
+ 10.49%
$38.22 - $44.94 $1.45M - $1.71M
400K $17.1M
VIG
Vanguard Dividend Appreciation

ETFs
16.8K
+ 11.73%
$182.15 - $182.15 $3.07M - $3.07M
160K $29.2M
JPM
Jpmorgan Chase & CO

Financial Services
9.8K
+ 10.02%
$194.9 - $224.8 $1.91M - $2.2M
108K $22.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
+ 1.88%
$520.18 - $576.82 $608K - $674K
63.2K $36.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
12.5K
+ 2.82%
$85.48 - $98.39 $1.07M - $1.23M
457K $44.1M
META
Meta Platforms, Inc.

Communication Services
61
+ 0.18%
$453.41 - $572.44 $27.7K - $34.9K
33.7K $19.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.77K
+ 1.38%
$57.32 - $62.65 $388K - $424K
498K $31M
IBM
International Business Machines Corp

Technology
1.54K
+ 6.01%
$175.1 - $223.38 $270K - $345K
27.2K $6.02M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.6K
+ 7.0%
$37.37 - $41.82 $695K - $778K
284K $11.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.88K
+ 7.7%
$77.02 - $85.06 $607K - $670K
110K $9.32M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.93K
+ 14.84%
$96.25 - $101.98 $955K - $1.01M
76.8K $7.78M
DLR
Digital Realty Trust, Inc.

Real Estate
6.17K
+ 22.25%
$144.47 - $162.98 $891K - $1.01M
33.9K $5.49M
BAC
Bank Of America Corp

Financial Services
27.1K
+ 14.54%
$36.65 - $44.13 $994K - $1.2M
214K $8.48M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
29.6K
+ 17.58%
$28.1 - $29.89 $832K - $885K
198K $5.92M
ORCL
Oracle Corp

Technology
12
+ 0.04%
$125.9 - $170.35 $1.51K - $2.04K
34.1K $5.81M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.09K
+ 6.22%
$283.28 - $314.39 $308K - $341K
18.6K $5.83M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.3K
+ 131.3%
$52.1 - $59.66 $537K - $615K
18.2K $1.08M
VB
Vanguard Small Cap ETF

ETFs
262
+ 0.89%
$214.77 - $237.72 $56.3K - $62.3K
29.7K $7.06M
AMZN
Amazon Com Inc

Consumer Cyclical
4.79K
+ 10.06%
$161.02 - $200.0 $770K - $957K
52.3K $9.75M
VO
Vanguard Mid Cap ETF

ETFs
1.15K
+ 13.98%
$237.84 - $263.83 $272K - $302K
9.33K $2.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
666
+ 0.85%
$75.32 - $84.37 $50.2K - $56.2K
79.3K $6.63M
TSLA
Tesla, Inc.

Consumer Cyclical
1.09K
+ 41.45%
$191.76 - $263.26 $210K - $288K
3.73K $975K
FNDE
Schwab Fundamental Emerging Mk

ETFs
350
+ 0.22%
$28.02 - $32.68 $9.81K - $11.4K
157K $5.07M
VNQ
Vanguard Specialized Funds Van

ETFs
2.91K
+ 46.03%
$82.97 - $98.97 $241K - $288K
9.22K $897K
XOM
Exxon Mobil Corp

Energy
1.66K
+ 2.3%
$109.72 - $119.0 $182K - $198K
74K $8.68M
VTWO
Vanguard Russell 2000 ETF

ETFs
10
+ 0.02%
$81.17 - $90.77 $812 - $908
41K $3.66M
ENB
Enbridge Inc

Energy
2.87K
+ 7.71%
$35.27 - $41.18 $101K - $118K
40.1K $1.63M
IWV
Ishares Russell 3000 ETF

ETFs
71
+ 0.55%
$294.75 - $326.73 $20.9K - $23.2K
12.9K $4.21M
TXN
Texas Instruments Inc

Technology
1.2K
+ 24.46%
$194.6 - $194.6 $234K - $234K
6.11K $1.19M
CRM
Salesforce, Inc.

Technology
281
+ 3.4%
$238.42 - $276.53 $67K - $77.7K
8.54K $2.34M
MRK
Merck & Co., Inc.

Healthcare
16.5K
+ 10.15%
$111.15 - $128.97 $1.84M - $2.13M
179K $20.4M
MA
Mastercard Inc

Financial Services
75
+ 2.32%
$429.6 - $500.99 $32.2K - $37.6K
3.3K $1.63M
MCD
Mcdonalds Corp

Consumer Cyclical
122
+ 3.62%
$245.82 - $304.51 $30K - $37.2K
3.49K $1.06M
AFL
Aflac Inc

Financial Services
264
+ 3.44%
$88.52 - $111.8 $23.4K - $29.5K
7.93K $886K
VUG
Vanguard Growth ETF

ETFs
48
+ 0.32%
$341.08 - $391.94 $16.4K - $18.8K
15.2K $5.84M
SYK
Stryker Corp

Healthcare
428
+ 66.88%
$315.94 - $371.96 $135K - $159K
1.07K $385K
V
Visa Inc.

Financial Services
139
+ 1.35%
$253.74 - $291.56 $35.3K - $40.5K
10.4K $2.86M
ALB
Albemarle Corp

Basic Materials
1.97K
+ 5.3%
$72.85 - $100.09 $144K - $197K
39.2K $3.71M
ABBV
Abb Vie Inc.

Healthcare
250
+ 6.33%
$163.84 - $199.33 $41K - $49.8K
4.2K $829K
NKE
Nike, Inc.

Consumer Cyclical
177
+ 1.81%
$71.09 - $89.44 $12.6K - $15.8K
9.94K $878K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.09%
$179.99 - $201.6 $1.26K - $1.41K
7.66K $1.54M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
734
+ 3.27%
$41.02 - $46.01 $30.1K - $33.8K
23.2K $1.06M
Activity Summary
Buys All Purchases 104 New Holdings 23 Increased Positions 81 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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