Edge Financial Advisors LLC Purchases and Sells in Q3 2025

Edge Financial Advisors LLC

$223 Billion
Q3 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	67.8K + 250.4%	$58.43 - $58.88 $3.96M - $3.99M	94.9K $5.58B
JPM	515 + 6.51%	$282.78 - $316.06 $146K - $163K	8.42K $5.31B
ITOT	263 + 0.14%	$135.0 - $146.02 $35.5K - $38.4K	186K $27B
NVDA	2.65K + 66.09%	$153.3 - $186.58 $405K - $494K	6.65K $2.48B
AMERICAN CENTY ETF TR	21.8K + 101.02%	N/A	43.4K $3.06B
DYNF	11.2K + 7.81%	$54.35 - $59.32 $610K - $666K	155K $9.18B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	957 New	$625.65 - $812.69 $599K - $778K	957 $730M
JEPI	12.6K New	$55.61 - $57.37 $701K - $723K	12.6K $720M
ISCV	7.94K New	$61.33 - $67.87 $487K - $539K	7.94K $529M
GS	308 New	$696.56 - $806.32 $215K - $248K	308 $491M
T	7.66K New	$26.94 - $29.62 $206K - $227K	7.66K $432M
IMCG	4.22K New	$79.89 - $83.25 $337K - $351K	4.22K $349M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-18.6K - 32.97%	$97.75 - $100.75 $1.81M - $1.87M	37.7K $3.79B
QQQ	-2.09K - 44.38%	$546.99 - $602.2 $1.14M - $1.26M	2.62K $1.57B
IVV	-2.09K - 25.76%	$620.67 - $670.08 $1.3M - $1.4M	6.02K $4.03B
HYG	-8.04K - 30.41%	$79.85 - $81.32 $642K - $654K	18.4K $1.49B
LQD	-5.82K - 34.24%	$107.66 - $112.36 $627K - $654K	11.2K $1.25B
IWM	-1.93K - 32.57%	$214.92 - $244.84 $415K - $473K	4K $968M

Activity Summary All Purchases 74 New Holdings 17 Increased Positions 57 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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