Edge Capital Group, LLC Sells in Q4 2024

Edge Capital Group, LLC

  • $1.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAXJ
Ishares Msci All Country Asia

ETFs
-11K
- 77.1%
$72.15 - $82.16 $796K - $906K
3.28K $236K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-5.47K
- 84.54%
$159.11 - $178.39 $870K - $975K
1K $164K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-22.9K
- 91.47%
$32.93 - $39.8 $754K - $911K
2.14K $71K
MS
Morgan Stanley

Financial Services
-45.9K
- 19.99%
$104.42 - $134.99 $4.79M - $6.2M
184K $23.1M
SO
Southern CO

Utilities
-9.11K
- 99.8%
$81.5 - $94.15 $742K - $857K
18 $1K
INTC
Intel Corp

Technology
-32.3K
- 99.89%
$19.07 - $26.23 $616K - $847K
35 $0
FANG
Diamondback Energy, Inc.

Energy
-3K
- 9.71%
$153.06 - $199.5 $459K - $599K
27.9K $4.57M
PTEN
Patterson Uti Energy Inc

Energy
-97.4K
- 99.98%
$7.26 - $8.7 $707K - $848K
17 $0
GPN
Global Payments Inc

Industrials
-7.24K
- 99.72%
$97.57 - $119.38 $706K - $864K
20 $2K
CB
Chubb LTD

Financial Services
-2.57K
- 99.96%
$271.57 - $301.89 $697K - $774K
1 $0
RF
Regions Financial Corp

Financial Services
-28.2K
- 99.97%
$22.45 - $27.47 $634K - $776K
9 $0
FCX
Freeport Mcmoran Inc

Basic Materials
-10.9K
- 58.82%
$38.08 - $50.82 $414K - $553K
7.62K $290K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-10.1K
- 49.73%
$52.1 - $57.26 $529K - $581K
10.3K $534K
HUBB
Hubbell Inc

Industrials
-1.47K
- 99.06%
$418.89 - $472.12 $615K - $694K
14 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
-6.91K
- 99.35%
$75.95 - $88.05 $525K - $608K
45 $3K
TPL
Texas Pacific Land Corp

Energy
-750
- 75.3%
$915.49 - $1730.0 $687K - $1.3M
246 $272K
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.06K
- 86.37%
$278.49 - $315.16 $574K - $649K
325 $92K
RELX
Relx PLC

Communication Services
-1.71K
- 0.7%
$44.45 - $48.63 $75.8K - $83K
241K $11M
EFG
Msci Eafe Growth ETF

ETFs
-496
- 1.03%
$96.83 - $106.88 $48K - $53K
47.4K $4.59M
AMGN
Amgen Inc

Healthcare
-729
- 13.27%
$258.78 - $328.31 $189K - $239K
4.76K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.27K
- 93.77%
$22.01 - $66.82 $160K - $486K
483 $10K
USB
Us Bancorp \De\

Financial Services
-10.5K
- 98.35%
$43.98 - $53.66 $460K - $561K
175 $8K
AON
Aon PLC

Financial Services
-1.37K
- 98.85%
$344.14 - $393.31 $472K - $540K
16 $5K
NFLX
Netflix Inc

Communication Services
-807
- 56.12%
$687.65 - $936.56 $555K - $756K
631 $562K
HIW
Highwoods Properties, Inc.

Real Estate
-934
- 0.66%
$29.37 - $36.37 $27.4K - $34K
140K $4.27M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-693
- 0.36%
$74.71 - $79.24 $51.8K - $54.9K
191K $14.6M
AMD
Advanced Micro Devices Inc

Technology
-1.25K
- 21.02%
$118.88 - $172.8 $148K - $215K
4.68K $565K
GS
Goldman Sachs Group Inc

Financial Services
-827
- 88.92%
$486.1 - $608.57 $402K - $503K
103 $58K
ALB
Albemarle Corp

Basic Materials
-406
- 1.04%
$86.08 - $111.3 $34.9K - $45.2K
38.8K $3.34M
SBUX
Starbucks Corp

Consumer Cyclical
-3.6K
- 99.69%
$87.44 - $102.5 $314K - $368K
11 $1K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.36K
- 1.86%
$91.94 - $100.02 $125K - $136K
72K $6.66M
NEE
Nextera Energy Inc

Utilities
-1.36K
- 8.27%
$69.77 - $85.43 $94.8K - $116K
15.1K $1.08M
VDE
Vanguard Energy ETF

ETFs
-2.5K
- 96.93%
$116.67 - $136.78 $291K - $341K
79 $9K
IXC
Ishares Tr Global Energy ETF

ETFs
-4.97K
- 10.36%
$36.95 - $43.06 $183K - $214K
42.9K $1.64M
IWM
Ishares Russell 2000 ETF

ETFs
-1.3K
- 7.17%
$216.13 - $242.4 $281K - $315K
16.8K $3.71M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-2.9K
- 93.28%
$97.11 - $104.1 $282K - $302K
209 $20K
EMR
Emerson Electric CO

Industrials
-2.57K
- 81.85%
$108.13 - $134.33 $278K - $345K
570 $70K
ROL
Rollins Inc

Consumer Cyclical
-5.04K
- 99.84%
$46.35 - $51.59 $234K - $260K
8 $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-424
- 1.09%
$563.99 - $620.12 $239K - $263K
38.5K $21.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-301
- 0.78%
$183.23 - $199.79 $55.2K - $60.1K
38.4K $7.11M
PENN
Penn National Gaming Inc

Consumer Cyclical
-11.8K
- 95.72%
$18.13 - $22.34 $213K - $262K
525 $10K
GD
General Dynamics Corp

Industrials
-460
- 18.62%
$260.28 - $314.03 $120K - $144K
2.01K $529K
BSM
Black Stone Minerals, L.P.

Energy
-14.3K
- 99.79%
$13.86 - $15.57 $198K - $222K
30 $0
NKE
Nike, Inc.

Consumer Cyclical
-935
- 9.41%
$73.36 - $89.13 $68.6K - $83.3K
9K $681K
VTV
Vanguard Value ETF

ETFs
-192
- 0.63%
$168.32 - $181.87 $32.3K - $34.9K
30.3K $5.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.79K
- 5.59%
$481.22 - $538.17 $862K - $964K
30.3K $15.5M
AFL
Aflac Inc

Financial Services
-919
- 11.59%
$100.37 - $115.27 $92.2K - $106K
7.01K $725K
GL
Globe Life Inc.

Financial Services
-1.49K
- 64.89%
$103.49 - $116.02 $154K - $173K
805 $89K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.22K
- 7.56%
$80.87 - $87.69 $98.6K - $107K
14.9K $1.21M
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
Track This Portfolio

Track Edge Capital Group, LLC Portfolio

Follow Edge Capital Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email