Edge Financial Advisors LLC Sells in Q3 2024

Edge Financial Advisors LLC

  • $113 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-59.5K
- 66.88%
N/A
29.5K $1.07B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-63.4K
- 73.16%
$31.15 - $35.67 $1.98M - $2.26M
23.3K $817M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-17.9K
- 50.8%
$101.72 - $112.94 $1.82M - $2.02M
17.3K $1.95B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.94K
- 65.81%
$161.02 - $200.0 $1.12M - $1.39M
3.61K $672M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-17.4K
- 76.17%
$62.57 - $70.53 $1.09M - $1.23M
5.44K $377M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.02K
- 15.32%
$517.38 - $573.86 $2.08M - $2.31M
22.2K $12.7B
MSFT
Microsoft Corp

Technology
-2.18K
- 38.03%
$395.15 - $467.56 $860K - $1.02M
3.55K $1.53B
JPEM
Jp Morgan Diversified Return

ETFs
-13K
- 36.92%
$52.23 - $56.96 $677K - $738K
22.1K $1.25B
GOOGL
Alphabet Inc.

Communication Services
-2.96K
- 58.16%
$148.65 - $191.18 $440K - $566K
2.13K $353M
JPIN
Jp Morgan Diversified Return I

ETFs
-6.7K
- 39.41%
$54.1 - $60.82 $362K - $407K
10.3K $618M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-664
- 48.29%
$405.19 - $478.57 $269K - $318K
711 $327M
ACN
Accenture PLC

Technology
-782
- 15.63%
$295.44 - $355.81 $231K - $278K
4.22K $1.49B
PEP
Pepsico Inc

Consumer Defensive
-1.06K
- 23.18%
$161.9 - $179.3 $172K - $190K
3.52K $598M
VTI
Vanguard Total Stock Market Et

ETFs
-725
- 48.33%
$255.18 - $283.2 $185K - $205K
775 $220M
BA
Boeing CO

Industrials
-147
- 7.79%
$152.04 - $190.6 $22.3K - $28K
1.74K $264M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.72K
- 7.16%
$75.32 - $84.37 $129K - $145K
22.3K $1.86B
HD
Home Depot, Inc.

Consumer Cyclical
-138
- 21.3%
$333.64 - $405.2 $46K - $55.9K
510 $207M
IWP
Ishares Russell Mid Cap Growth

ETFs
-390
- 16.45%
$103.87 - $117.59 $40.5K - $45.9K
1.98K $232M
HSY
Hershey CO

Consumer Defensive
-158
- 6.48%
$182.45 - $203.25 $28.8K - $32.1K
2.28K $437M
ABT
Abbott Laboratories

Healthcare
-283
- 10.39%
$100.07 - $118.13 $28.3K - $33.4K
2.44K $278M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-586
- 11.55%
$60.1 - $66.57 $35.2K - $39K
4.49K $298M
META
Meta Platforms, Inc.

Communication Services
-122
- 21.94%
$453.41 - $572.44 $55.3K - $69.8K
434 $248M
EEM
Ishares Msci Emerging Markets

ETFs
-2.48K
- 12.86%
$40.42 - $46.7 $100K - $116K
16.8K $772M
GOOG
Alphabet Inc.

Communication Services
-296
- 13.13%
$149.54 - $192.66 $44.3K - $57K
1.96K $328M
VBK
Vanguard Small Cap Growth ETF

ETFs
-64
- 6.39%
$240.48 - $267.94 $15.4K - $17.1K
937 $251M
FAS
Direxion Daily Financial Bull

ETFs
-492
- 12.59%
$97.35 - $134.06 $47.9K - $66K
3.42K $443M
DE
Deere & CO

Industrials
-2
- 0.22%
$344.84 - $418.0 $690 - $836
903 $377M
VO
Vanguard Mid Cap ETF

ETFs
-3
- 0.21%
$237.84 - $263.83 $714 - $791
1.4K $370M
DHS
Wisdomtree Tr U.S

ETFs
-26
- 0.86%
$83.9 - $93.83 $2.18K - $2.44K
3.01K $282M
VHT
Vanguard Health Care ETF

ETFs
-48
- 2.16%
$261.88 - $288.1 $12.6K - $13.8K
2.17K $613M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-804
- 2.7%
$37.33 - $40.63 $30K - $32.7K
29K $1.18B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-21
- 0.41%
$117.9 - $128.2 $2.48K - $2.69K
5.11K $655M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 2.94%
$105.53 - $118.34 $31.7K - $35.5K
9.89K $1.16B
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 4.45%
$801.83 - $917.05 $15.2K - $17.4K
408 $362M
XLK
Technology Sector Spdr

ETFs
-5
- 0.12%
$197.34 - $237.68 $987 - $1.19K
4.12K $931M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-58
- 1.26%
$434.77 - $502.96 $25.2K - $29.2K
4.54K $2.22B
VUG
Vanguard Growth ETF

ETFs
-82
- 0.92%
$341.08 - $391.94 $28K - $32.1K
8.83K $3.39B
AAPL
Apple Inc.

Technology
-3.37K
- 10.88%
$207.23 - $234.82 $697K - $790K
27.6K $6.42B
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Edge Financial Advisors LLC Portfolio

Follow Edge Financial Advisors 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 Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email