Edge Capital Group, LLC Incresed Positions in Q4 2024

Edge Capital Group, LLC

  • $1.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
VONG
Vanguard Russell 1000 Growth E

ETFs
15.3K
+ 3.35%
$95.27 - $107.82 $1.46M - $1.65M
472K $48.8M
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
IQV
Iqvia Holdings Inc.

Healthcare
11.3K
+ 622.74%
$190.97 - $236.63 $2.15M - $2.67M
13.1K $2.57M
NVDA
Nvidia Corp

Technology
8.36K
+ 14.11%
$117.0 - $148.88 $978K - $1.24M
67.6K $9.08M
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
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
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
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
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
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
DVY
Ishares Tr

ETFs
3.01K
+ 22.61%
$129.55 - $143.41 $390K - $431K
16.3K $2.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.8K
+ 16.15%
$75.1 - $82.99 $962K - $1.06M
92.1K $6.96M
ENB
Enbridge Inc

Energy
5.28K
+ 13.15%
$40.4 - $43.92 $213K - $232K
45.4K $1.93M
IAT
Ishares Tr

ETFs
2.74K
+ 4.82%
$46.07 - $56.9 $126K - $156K
59.5K $3M
VO
Vanguard Mid Cap ETF

ETFs
1.12K
+ 11.96%
$261.5 - $284.63 $292K - $318K
10.4K $2.76M
ABT
Abbott Laboratories

Healthcare
2.28K
+ 30.05%
$111.93 - $119.39 $256K - $273K
9.88K $1.12M
CPRT
Copart Inc

Consumer Cyclical
3.73K
+ 57.11%
$51.36 - $63.8 $191K - $238K
10.3K $588K
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
MCD
Mcdonalds Corp

Consumer Cyclical
894
+ 25.59%
$288.47 - $316.54 $258K - $283K
4.39K $1.27M
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
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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