Edge Financial Advisors LLC Purchases in Q4 2024

Edge Financial Advisors LLC

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
46.9K
+ 64.04%
$33.92 - $36.6 $1.59M - $1.72M
120K $4.15B
DFAI
Dimensional ETF Tr

ETFs
28.3K
+ 36.44%
$29.0 - $31.6 $820K - $893K
106K $3.09B
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.16K
+ 12.79%
$33.62 - $35.69 $308K - $327K
80.7K $2.73B
IWB
Ishares Tr Russell 1000 ETF

ETFs
842
New
$311.11 - $335.64 $262K - $283K
842 $271M
AVGO
Broadcom Inc.

Technology
1.08K
New
$159.67 - $250.0 $173K - $271K
1.08K $251M
VGT
Vanguard Information Technolog

ETFs
399
New
$571.78 - $647.97 $228K - $259K
399 $248M
DIS
Walt Disney CO

Communication Services
2.14K
New
$92.39 - $117.6 $198K - $252K
2.14K $239M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.2K
+ 22.59%
$37.12 - $41.23 $489K - $543K
71.5K $2.65B
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 0.39%
$205.18 - $250.29 $6.16K - $7.51K
7.72K $1.85B
AMZN
Amazon Com Inc

Consumer Cyclical
168
+ 4.66%
$180.88 - $232.93 $30.4K - $39.1K
3.77K $828M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.11K
+ 7.15%
$63.58 - $71.15 $70.7K - $79.1K
16.7K $1.08B
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 12.25%
$873.59 - $994.69 $43.7K - $49.7K
458 $420M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.36%
$163.08 - $198.16 $1.14K - $1.39K
1.97K $374M
VTI
Vanguard Total Stock Market Et

ETFs
138
+ 17.81%
$280.04 - $302.45 $38.6K - $41.7K
913 $265M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
650
+ 1.79%
$65.67 - $69.79 $42.7K - $45.4K
37.1K $2.48B
META
Meta Platforms, Inc.

Communication Services
44
+ 10.14%
$554.08 - $632.68 $24.4K - $27.8K
478 $280M
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 20.2%
$385.02 - $431.37 $39.7K - $44.4K
613 $238M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 9.85%
$442.29 - $483.08 $31K - $33.8K
781 $354M
SRE
Sempra Energy

Utilities
34
+ 0.74%
$80.81 - $94.77 $2.75K - $3.22K
4.6K $404M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.11%
$264.18 - $304.19 $264 - $304
938 $263M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
114
+ 0.71%
$104.52 - $115.08 $11.9K - $13.1K
16.1K $1.7B
DE
Deere & CO

Industrials
3
+ 0.33%
$389.45 - $466.0 $1.17K - $1.4K
906 $384M
AEE
Ameren Corp

Utilities
21
+ 0.76%
$85.81 - $94.98 $1.8K - $1.99K
2.8K $249M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
268
+ 2.4%
$12.55 - $13.1 $3.36K - $3.51K
11.4K $146M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 0.18%
$563.99 - $620.12 $2.82K - $3.1K
2.75K $1.57B
DHS
Wisdomtree Tr U.S

ETFs
30
+ 1.0%
$92.66 - $100.58 $2.78K - $3.02K
3.04K $284M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
37
+ 0.61%
$50.53 - $55.55 $1.87K - $2.06K
6.08K $310M
ABT
Abbott Laboratories

Healthcare
7
+ 0.29%
$111.93 - $119.39 $784 - $836
2.45K $277M
PRF
Invesco Exchange Traded Fd Tr

ETFs
130
+ 0.45%
$40.15 - $42.9 $5.22K - $5.58K
29.1K $1.17B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
94
+ 0.95%
$113.92 - $127.38 $10.7K - $12K
9.99K $1.15B
VTV
Vanguard Value ETF

ETFs
8
+ 0.44%
$168.32 - $181.87 $1.35K - $1.45K
1.81K $306M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
25
+ 0.9%
$86.03 - $94.92 $2.15K - $2.37K
2.79K $241M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
43
+ 0.46%
$28.33 - $31.77 $1.22K - $1.37K
9.45K $268M
DUK
Duke Energy Corp

Utilities
46
+ 0.96%
$105.76 - $120.76 $4.86K - $5.55K
4.85K $523M
HSY
Hershey CO

Consumer Defensive
17
+ 0.75%
$168.67 - $193.65 $2.87K - $3.29K
2.3K $389M
CEG
Constellation Energy Corp

Utilities
2
+ 0.13%
$224.28 - $285.52 $449 - $571
1.53K $341M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
562
+ 2.42%
$31.92 - $36.14 $17.9K - $20.3K
23.8K $761M
EIX
Edison International

Utilities
82
+ 0.93%
$77.93 - $88.36 $6.39K - $7.25K
8.9K $710M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.14%
$164.99 - $203.87 $660 - $815
2.95K $523M
VHT
Vanguard Health Care ETF

ETFs
17
+ 0.78%
$250.81 - $283.3 $4.26K - $4.82K
2.19K $555M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
68
+ 0.43%
$98.47 - $109.35 $6.7K - $7.44K
15.9K $1.56B
JPIN
Jp Morgan Diversified Return I

ETFs
108
+ 1.05%
$53.56 - $59.9 $5.78K - $6.47K
10.4K $557M
EEM
Ishares Msci Emerging Markets

ETFs
89
+ 0.53%
$41.82 - $47.36 $3.72K - $4.22K
16.9K $708M
SO
Southern CO

Utilities
62
+ 0.62%
$81.5 - $94.15 $5.05K - $5.84K
10.1K $834M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
941
+ 2.56%
$31.83 - $34.97 $30K - $32.9K
37.7K $1.22B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.12K
+ 2.88%
$26.16 - $28.82 $55.4K - $61K
75.5K $1.98B
INTF
Ishares Tr

ETFs
591
+ 1.49%
$28.54 - $31.26 $16.9K - $18.5K
40.2K $1.15B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
449
+ 1.07%
$44.04 - $49.49 $19.8K - $22.2K
42.5K $1.87B
EFA
Ishares Tr Msci Eafe ETF

ETFs
313
+ 1.41%
$75.1 - $82.99 $23.5K - $26K
22.6K $1.71B
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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