Edge Financial Advisors LLC Portfolio Holdings

Edge Financial Advisors LLC

  • $158 Billion
  • Q1 2025

Edge Financial Advisors LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $23.4B, Ishares Tr with a value of $11B, Spdr S&P 500 ETF Trust with a value of $10.8B, Ishares Core U.S. Aggregate Bo with a value of $8.58B, and Blackrock ETF Tr U S Equity Fa with a value of $7.12B.

Examining the 13F form we can see an increase of $46.5B in the current position value, from $112B to 158B.

Edge Financial Advisors LLC is based out at Wheaton, IL

Below you can find more details about Edge Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $135 Billion
Technology: $9.35 Billion
Utilities: $3.25 Billion
Financial Services: $3.15 Billion
Consumer Defensive: $2.26 Billion
Consumer Cyclical: $1.9 Billion
Healthcare: $1.02 Billion
Communication Services: $995 Million
Other: $721 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13T
$207 Million 0.13% of portfolio
359
Q1 2025 Reduced 24.9%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $158 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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