Edge Financial Advisors LLC Incresed Positions in Q2 2025

Edge Financial Advisors LLC

  • $190 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
39.4K
+ 19.94%
$29.36 - $35.56 $1.16M - $1.4M
237K $8.43B
DFAI
Dimensional ETF Tr

ETFs
35K
+ 20.97%
$28.02 - $34.71 $980K - $1.21M
202K $6.97B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.9K
+ 364.56%
$55.54 - $69.09 $936K - $1.16M
21.5K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.1%
$496.48 - $617.85 $9.43K - $11.7K
19.3K $11.9B
VV
Vanguard Large Cap ETF

ETFs
1.7K
+ 22.56%
$228.25 - $285.3 $389K - $486K
9.25K $2.64B
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 33.98%
$24.32 - $29.74 $433K - $530K
70.2K $2.07B
DFAE
Dimensional ETF Tr

ETFs
13.7K
+ 18.68%
$22.87 - $28.95 $313K - $396K
87K $2.52B
MSFT
Microsoft Corp

Technology
308
+ 9.23%
$354.56 - $497.45 $109K - $153K
3.65K $1.81B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.84K
+ 30.09%
$60.61 - $87.72 $172K - $249K
12.3K $1.02B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.2K
+ 24.87%
$50.36 - $50.68 $312K - $314K
31.1K $1.57B
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
769
+ 2.04%
$30.25 - $38.85 $23.3K - $29.9K
38.4K $1.49B
FLIN
Franklin Templeton ETF Tr

ETFs
4.55K
+ 36.14%
$35.01 - $39.98 $159K - $182K
17.1K $683M
VTI
Vanguard Total Stock Market Et

ETFs
361
+ 12.2%
$243.75 - $303.93 $88K - $110K
3.32K $1.01B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.62K
+ 10.06%
$34.78 - $43.42 $91.1K - $114K
28.6K $1.25B
AVGO
Broadcom Inc.

Technology
108
+ 6.95%
$146.29 - $275.65 $15.8K - $29.8K
1.66K $444M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.61K
+ 15.81%
$54.19 - $67.22 $87.4K - $108K
11.8K $794M
AAPL
Apple Inc.

Technology
2.97K
+ 10.87%
$172.42 - $223.89 $513K - $666K
30.3K $6.23B
VTV
Vanguard Value ETF

ETFs
706
+ 36.64%
$153.67 - $176.74 $108K - $125K
2.63K $468M
AMZN
Amazon Com Inc

Consumer Cyclical
226
+ 11.23%
$167.32 - $223.3 $37.8K - $50.5K
2.24K $492M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.25%
$468.22 - $566.51 $3.28K - $3.97K
2.77K $1.57B
SO
Southern CO

Utilities
926
+ 9.06%
$84.91 - $92.56 $78.6K - $85.7K
11.1K $1.02B
BA
Boeing CO

Industrials
23
+ 1.33%
$136.59 - $217.51 $3.14K - $5K
1.75K $367M
HD
Home Depot, Inc.

Consumer Cyclical
182
+ 24.2%
$335.24 - $380.78 $61K - $69.3K
934 $345M
WMT
Walmart Inc.

Consumer Defensive
141
+ 3.48%
$81.79 - $99.98 $11.5K - $14.1K
4.2K $411M
DUK
Duke Energy Corp

Utilities
575
+ 11.74%
$112.46 - $124.05 $64.7K - $71.3K
5.47K $646M
GOOG
Alphabet Inc.

Communication Services
21
+ 1.06%
$146.58 - $180.01 $3.08K - $3.78K
2.01K $356M
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.11%
$104.34 - $138.68 $209 - $277
1.89K $262M
DE
Deere & CO

Industrials
7
+ 0.77%
$412.99 - $531.48 $2.89K - $3.72K
916 $466M
MA
Mastercard Inc

Financial Services
46
+ 5.03%
$479.92 - $590.74 $22.1K - $27.2K
960 $539M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
66
+ 0.69%
$27.24 - $33.15 $1.8K - $2.19K
9.59K $316M
MDLZ
Mondelez International, Inc.

Consumer Defensive
472
+ 11.81%
$63.54 - $68.5 $30K - $32.3K
4.47K $301M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
34
+ 0.67%
$114.78 - $133.31 $3.9K - $4.53K
5.14K $685M
SRE
Sempra Energy

Utilities
43
+ 0.93%
$63.78 - $78.91 $2.74K - $3.39K
4.68K $355M
ABT
Abbott Laboratories

Healthcare
8
+ 0.32%
$123.95 - $138.08 $992 - $1.1K
2.54K $345M
PEP
Pepsico Inc

Consumer Defensive
554
+ 15.51%
$128.02 - $151.37 $70.9K - $83.9K
4.13K $545M
PEG
Public Service Enterprise Group Inc

Utilities
10
+ 0.32%
$77.13 - $84.18 $771 - $842
3.16K $266M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
38
+ 0.68%
$43.28 - $50.37 $1.64K - $1.91K
5.65K $283M
MO
Altria Group, Inc.

Consumer Defensive
63
+ 1.71%
$55.56 - $60.91 $3.5K - $3.84K
3.74K $219M
DHS
Wisdomtree Tr U.S

ETFs
31
+ 1.01%
$87.71 - $98.37 $2.72K - $3.05K
3.09K $296M
HSY
Hershey CO

Consumer Defensive
19
+ 0.82%
$151.29 - $173.13 $2.87K - $3.29K
2.33K $387M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 1.44%
$285.55 - $321.23 $5.43K - $6.1K
1.34K $392M
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.29%
$236.71 - $261.92 $1.42K - $1.57K
2.1K $521M
ABBV
Abb Vie Inc.

Healthcare
75
+ 2.3%
$170.16 - $206.27 $12.8K - $15.5K
3.33K $620M
EIX
Edison International

Utilities
9
+ 0.1%
$48.32 - $59.92 $435 - $539
9.02K $465M
Activity Summary
Buys All Purchases 74 New Holdings 29 Increased Positions 45 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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