Edge Capital Group, LLC New Holdings 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
KNSL
Kinsale Capital Group, Inc.

Financial Services
16.8K
New
$424.05 - $524.22 $7.13M - $8.81M
16.8K $7.82M
SENEA
Seneca Foods Corp

Consumer Defensive
74.7K
New
$61.61 - $80.57 $4.6M - $6.02M
74.7K $5.92M
DELL
Dell Technologies Inc.

Technology
39.6K
New
$111.96 - $144.21 $4.43M - $5.71M
39.6K $4.56M
SBAC
Sba Communications Corp

Real Estate
10.9K
New
$198.24 - $249.31 $2.15M - $2.71M
10.9K $2.21M
PCAR
Paccar Inc

Industrials
17.4K
New
$97.92 - $118.41 $1.7M - $2.06M
17.4K $1.81M
LCII
Lci Industries

Consumer Cyclical
11.8K
New
$101.78 - $126.7 $1.2M - $1.49M
11.8K $1.22M
NVTS
Navitas Semiconductor Corp

Technology
277K
New
$1.78 - $4.35 $492K - $1.2M
277K $987K
USRT
Ishares Core U.S. Reit ETF

ETFs
13.2K
New
$55.97 - $62.75 $741K - $830K
13.2K $758K
FBNC
First Bancorp

Financial Services
13.6K
New
$40.32 - $49.2 $550K - $671K
13.6K $599K
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
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
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
LOW
Lowes Companies Inc

Consumer Cyclical
965
New
$244.52 - $284.07 $236K - $274K
965 $238K
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
TRV
Travelers Companies, Inc.

Financial Services
863
New
$225.97 - $266.66 $195K - $230K
863 $207K
WHR
Whirlpool Corp

Consumer Cyclical
22
New
$99.28 - $124.45 $2.18K - $2.74K
22 $2K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9
New
$32.65 - $33.68 $294 - $303
9 $0
CLAY
Chavant Capital Acquisition Corp.

Financial Services
17.7K
New
N/A
17.7K $0
Vanguard Short Term Tax Exempt Bond ETF
3.71K
New
N/A
3.71K $0
Cooper Cos Inc Com
12.8K
New
N/A
12.8K $0
Innovator International Developed Power Buffer ETF September
7.65K
New
N/A
7.65K $0
Grayscale Ethereum Mini Trust ETF
6.97K
New
N/A
6.97K $0
Wells Fargo CO New Perp Pfd Cnv A
221K
New
N/A
221K $0
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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