Edge Capital Group, LLC Sells in Q3 2024

Edge Capital Group, LLC

  • $2.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-38
- 1.41%
$531.86 - $624.21 $20.2K - $23.7K
2.67K $1.65M
CAT
Caterpillar Inc

Industrials
-49
- 1.5%
$316.8 - $391.12 $15.5K - $19.2K
3.22K $1.26M
AXP
American Express CO

Financial Services
-35
- 0.65%
$225.92 - $271.17 $7.91K - $9.49K
5.34K $1.45M
ADP
Automatic Data Processing Inc

Industrials
-176
- 2.52%
$233.44 - $279.45 $41.1K - $49.2K
6.82K $1.89M
IAT
Ishares Tr

ETFs
-2.8K
- 4.69%
$40.8 - $48.93 $114K - $137K
56.8K $2.7M
VTV
Vanguard Value ETF

ETFs
-1.13K
- 3.59%
$159.75 - $174.57 $181K - $198K
30.5K $5.32M
EFG
Msci Eafe Growth ETF

ETFs
-27
- 0.06%
$96.84 - $108.77 $2.61K - $2.94K
47.9K $5.16M
IWM
Ishares Russell 2000 ETF

ETFs
-354
- 1.92%
$200.87 - $224.6 $71.1K - $79.5K
18.1K $4M
PG
Procter & Gamble CO

Consumer Defensive
-445
- 1.07%
$160.76 - $177.82 $71.5K - $79.1K
41.1K $7.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-423
- 0.71%
$73.43 - $80.37 $31.1K - $34K
59.2K $4.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.03K
- 1.48%
$332.02 - $382.76 $343K - $396K
69K $25.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-898
- 2.27%
$173.36 - $189.8 $156K - $170K
38.7K $7.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.03K
- 1.38%
$87.56 - $95.49 $89.9K - $98.1K
73.3K $7M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-3.31K
- 2.7%
$33.15 - $38.37 $110K - $127K
119K $4.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.24K
- 6.09%
$405.19 - $478.57 $503K - $594K
19.2K $8.82M
GLD
Spdr Gold Trust

ETFs
-282
- 1.14%
$215.56 - $246.98 $60.8K - $69.6K
24.5K $5.95M
ACN
Accenture PLC

Technology
-299
- 2.01%
$295.44 - $355.81 $88.3K - $106K
14.6K $5.15M
NSC
Norfolk Southern Corp

Industrials
-3.55K
- 7.85%
$213.75 - $259.69 $758K - $921K
41.6K $10.3M
HIW
Highwoods Properties, Inc.

Real Estate
-11.8K
- 7.75%
$25.97 - $33.6 $307K - $397K
141K $4.71M
BX
Blackstone Inc.

Financial Services
-412
- 1.52%
$120.77 - $159.66 $49.8K - $65.8K
26.6K $4.08M
HD
Home Depot, Inc.

Consumer Cyclical
-256
- 1.87%
$333.64 - $405.2 $85.4K - $104K
13.4K $5.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-805
- 2.03%
$523.84 - $572.02 $422K - $460K
38.9K $22.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.1K
- 5.0%
$105.53 - $118.34 $1.28M - $1.43M
230K $27M
PH
Parker Hannifin Corp

Industrials
-263
- 2.64%
$501.01 - $635.92 $132K - $167K
9.69K $6.12M
VTI
Vanguard Total Stock Market Et

ETFs
-807
- 0.93%
$255.18 - $283.2 $206K - $229K
85.5K $24.2M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-6
- -0.0%
$72.22 - $81.88 $433 - $491
191K $15.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.12K
- 1.97%
$41.9 - $48.26 $298K - $344K
355K $17M
LMT
Lockheed Martin Corp

Industrials
-346
- 2.77%
$460.3 - $584.56 $159K - $202K
12.1K $7.09M
MS
Morgan Stanley

Financial Services
-2.78K
- 1.2%
$92.07 - $106.96 $256K - $297K
230K $23.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9.5K
- 1.45%
$53.41 - $57.9 $507K - $550K
647K $37.4M
AAPL
Apple Inc.

Technology
-2.96K
- 2.61%
$207.23 - $234.82 $614K - $696K
110K $25.7M
TRGP
Targa Resources Corp.

Energy
-2.69K
- 1.72%
$127.86 - $156.46 $344K - $421K
154K $22.8M
KO
Coca Cola CO

Consumer Defensive
-3.17K
- 0.75%
$62.69 - $73.01 $199K - $232K
420K $30.2M
WMT
Walmart Inc.

Consumer Defensive
-4.72K
- 1.56%
$66.91 - $81.4 $316K - $384K
297K $24M
HCA
Hca Healthcare, Inc.

Healthcare
-514
- 1.01%
$315.12 - $406.43 $162K - $209K
50.6K $20.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-22.9K
- 2.38%
$80.13 - $88.89 $1.84M - $2.04M
942K $83.2M
RTX
Raytheon Technologies Corp

Industrials
-1.09K
- 0.44%
$99.55 - $123.34 $109K - $135K
245K $29.7M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-28.3K
- 0.59%
$2.41 - $4.47 $68.1K - $126K
4.8M $19.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-386
- 0.16%
$517.38 - $573.86 $200K - $222K
248K $142M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.56K
- 0.59%
$117.9 - $128.2 $1.13M - $1.23M
1.6M $205M
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
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